Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,249 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q2 2025
Institutional positions in Microsoft Corp as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,829
- +133 vs. Q1 2025
- Shares held
- 5.38B
- +28.7M (+0.5%) vs. Q1 2025
- Total value
- $2.67T
- +$663.3B (+33.0%) vs. Q1 2025
- New holders
- 240
- 2,579 more added
- Sold out
- 107
- 2,618 more reduced
81 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 23,810 | $11.8M | 0.95% | −893−3.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 23,800 | $11.8M | 3.69% | −248−1.0% | Reduced |
| Hamel Associates, Inc. | 23,788 | $11.8M | 4.01% | −291−1.2% | Reduced |
| Roberts Capital Advisors, LLC | 23,777 | $11.8M | 8.75% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 23,766 | $11.8M | 1.39% | −812−3.3% | Reduced |
| Frisch Financial Group, Inc. | 23,702 | $11.8M | 2.88% | +1,240+5.5% | Added |
| Papamarkou Wellner Asset Management inc. | 23,662 | $11.8M | 7.79% | −777−3.2% | Reduced |
| Cito Capital Group, LLC | 23,655 | $11.8M | 4.09% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 23,635 | $11.8M | 4.06% | +3,139+15.3% | Added |
| Red Cedar Investment Management, LLC | 23,625 | $11.8M | 1.48% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 23,525 | $11.7M | 3.98% | −2,625−10.0% | Reduced |
| United Capital Management of KS, Inc. | 23,510 | $11.7M | 1.83% | +265+1.1% | Added |
| Tyler-Stone Wealth Management | 23,497 | $11.7M | 1.88% | +625+2.7% | Added |
| Compton Wealth Advisory Group, LLC | 23,492 | $11.7M | 2.96% | +127+0.5% | Added |
| Elyxium Wealth, LLC | 23,469 | $11.7M | 4.38% | +1,793+8.3% | Added |
| Arista Wealth Management, LLC | 23,455 | $11.7M | 1.61% | +17,393+286.9% | Added |
| Highline Wealth Partners LLC | 23,443 | $11.7M | 3.45% | +399+1.7% | Added |
| Corsair Capital Management, L.P. | 23,442 | $11.7M | 2.23% | −50−0.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 23,439 | $11.7M | 7.14% | −141−0.6% | Reduced |
| TTP Investments, Inc. | 23,434 | $11.7M | 3.82% | +161+0.7% | Added |
| Eos Management, L.P. | 23,425 | $11.7M | 5.04% | 00.0% | Unchanged |
| Gibbs Wealth Management | 23,409 | $11.6M | 2.24% | +3,314+16.5% | Added |
| Trail Ridge Investment Advisors, LLC | 21,825 | $11.6M | 5.60% | −707−3.1% | Reduced |
| Alliance Wealth Advisors, LLC | 23,383 | $11.6M | 2.86% | +106+0.5% | Added |
| Moseley Investment Management Inc | 23,377 | $11.6M | 4.01% | +119+0.5% | Added |
| Poehling Capital Management, LLC | 23,358 | $11.6M | 2.71% | +184+0.8% | Added |
| Main Street Group, LTD | 23,355 | $11.6M | 3.78% | −1,533−6.2% | Reduced |
| Wambolt & Associates, LLC | 23,513 | $11.6M | 3.89% | −1,365−5.5% | Reduced |
| Wisconsin Capital Management LLC | 23,220 | $11.5M | 6.38% | +44+0.2% | Added |
| Allegheny Financial Group LTD | 23,207 | $11.5M | 2.56% | +1,205+5.5% | Added |
| Annandale Capital, LLC | 23,159 | $11.5M | 2.12% | +13+0.1% | Added |
| Genus Capital Management Inc. | 23,156 | $11.5M | 1.47% | +19,750+579.9% | Added |
| Ami Investment Management Inc | 23,147 | $11.5M | 2.97% | −182−0.8% | Reduced |
| Delaney Dennis R | 23,101 | $11.5M | 5.90% | +188+0.8% | Added |
| AMJ Financial Wealth Management | 22,989 | $11.4M | 2.89% | −12−0.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 22,946 | $11.4M | 2.79% | −4,557−16.6% | Reduced |
| Silver Oak Securities, Inc | 22,945 | $11.4M | 0.95% | +328+1.5% | Added |
| Chesapeake Asset Management LLC | 22,943 | $11.4M | 10.38% | −298−1.3% | Reduced |
| Sym Financial Corp | 22,936 | $11.4M | 1.28% | +1,751+8.3% | Added |
| Cascade Financial Partners, LLC | 22,935 | $11.4M | 1.37% | +165+0.7% | Added |
| LOM Asset Management Ltd | 22,913 | $11.4M | 3.86% | +22,913 | New |
| Triad Wealth Partners, LLC | 22,912 | $11.4M | 2.30% | +7,672+50.3% | Added |
| Cornerstone Enterprises, LLC | 22,872 | $11.4M | 6.12% | −1,874−7.6% | Reduced |
| Solstein Capital, LLC | 22,816 | $11.3M | 5.82% | +1,252+5.8% | Added |
| Capital Performance Advisors LLP | 22,791 | $11.3M | 2.22% | −1,338−5.5% | Reduced |
| Nikulski Financial, Inc. | 22,786 | $11.3M | 3.10% | +1,737+8.3% | Added |
| Arrow Capital Pty Ltd | 14,927 | $11.3M | 5.48% | −2,573−14.7% | Reduced |
| Providence Wealth Advisors, LLC | 21,640 | $11.3M | 7.76% | +948+4.6% | Added |
| Stelac Advisory Services LLC | 22,708 | $11.3M | 4.29% | +90+0.4% | Added |
| Stablepoint Partners, LLC | 22,681 | $11.3M | 1.92% | −105−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 22,664 | $11.3M | 3.48% | +30.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,663 | $11.3M | 6.58% | −196−0.9% | Reduced |
| Ethos Financial Group, LLC | 22,628 | $11.3M | 0.97% | −19,274−46.0% | Reduced |
| Saranac Partners Ltd | 22,605 | $11.2M | 5.97% | −487−2.1% | Reduced |
| Voya Financial Advisors, Inc. | 22,657 | $11.2M | 1.13% | +77+0.3% | Added |
| Resurgent Financial Advisors LLC | 22,537 | $11.2M | 6.15% | +582+2.7% | Added |
| SOL Capital Management CO | 22,535 | $11.2M | 1.09% | −71−0.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 22,517 | $11.2M | 2.19% | −320−1.4% | Reduced |
| Abundance Wealth Counselors | 22,722 | $11.2M | 2.10% | +764+3.5% | Added |
| Centerpoint Advisors, LLC | 22,505 | $11.2M | 3.80% | −298−1.3% | Reduced |
| Curbstone Financial Management Corp | 22,490 | $11.2M | 2.30% | −171−0.8% | Reduced |
| Windle Wealth, LLC | 22,479 | $11.2M | 5.47% | +185+0.8% | Added |
| Pines Wealth Management, LLC | 22,403 | $11.2M | 3.95% | +1,608+7.7% | Added |
| Eagle Capital Management, LLC | 22,457 | $11.2M | 4.91% | −401−1.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22,418 | $11.2M | 3.86% | +1,817+8.8% | Added |
| Blue Edge Capital, LLC | 22,384 | $11.1M | 1.66% | −714−3.1% | Reduced |
| 3Chopt Investment Partners, LLC | 22,358 | $11.1M | 2.67% | +354+1.6% | Added |
| Crown Wealth Group, LLC | 22,327 | $11.1M | 4.17% | +51+0.2% | Added |
| Aventura Private Wealth, LLC | 22,315 | $11.1M | 4.81% | −182−0.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 22,314 | $11.1M | 3.08% | −367−1.6% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 22,288 | $11.1M | 3.52% | +2,349+11.8% | Added |
| Schneider Downs Wealth Management Advisors, LP | 22,251 | $11.1M | 1.65% | −643−2.8% | Reduced |
| Gries Financial LLC | 22,186 | $11.0M | 2.01% | +1,519+7.3% | Added |
| IMS Capital Management | 22,173 | $11.0M | 5.15% | −135−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 22,133 | $11.0M | 3.15% | +263+1.2% | Added |
| Mandatum Life Insurance Co Ltd | 22,096 | $11.0M | 2.89% | −231−1.0% | Reduced |
| B&L Asset Management LLC | 22,073 | $11.0M | 6.28% | −180−0.8% | Reduced |
| Chelsea Counsel Co | 22,070 | $11.0M | 5.44% | −1,810−7.6% | Reduced |
| Breakwater Capital Group | 22,053 | $11.0M | 1.79% | −181−0.8% | Reduced |
| Advanced Asset Management Advisors Inc | 22,043 | $11.0M | 2.96% | −12,007−35.3% | Reduced |
| Summit X, LLC | 22,018 | $11.0M | 2.04% | +400+1.9% | Added |
| Sound Income Strategies, LLC | 22,013 | $10.9M | 0.63% | +1,992+9.9% | Added |
| LCM Capital Management Inc | 22,001 | $10.9M | 5.69% | +877+4.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 22,000 | $10.9M | 5.71% | −1,400−6.0% | Reduced |
| RedJay Asset Management Inc. | 22,000 | $10.9M | 2.57% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 21,999 | $10.9M | 9.14% | −358−1.6% | Reduced |
| Diligent Investors, LLC | 21,971 | $10.9M | 2.59% | −31,437−58.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 21,933 | $10.9M | 4.38% | −251−1.1% | Reduced |
| Forefront Wealth Management Inc. | 21,903 | $10.9M | 8.73% | −117−0.5% | Reduced |
| Commonwealth Financial Services, LLC | 21,859 | $10.9M | 2.09% | +244+1.1% | Added |
| High Note Wealth, LLC | 21,850 | $10.9M | 2.49% | +540+2.5% | Added |
| Scott Marsh Financial, LLC | 21,802 | $10.8M | 4.02% | +21,802 | New |
| Forte Capital LLC | 21,792 | $10.8M | 1.17% | −162−0.7% | Reduced |
| Sivia Capital Partners, LLC | 21,788 | $10.8M | 3.69% | +456+2.1% | Added |
| Notis-McConarty Edward | 21,784 | $10.8M | 5.28% | +85+0.4% | Added |
| Fusion Capital, LLC | 21,776 | $10.8M | 3.70% | +275+1.3% | Added |
| Wealth Management Partners, LLC | 21,747 | $10.8M | 3.83% | −207−0.9% | Reduced |
| Summa Corp. | 21,758 | $10.8M | 5.62% | −6,308−22.5% | Reduced |
| Studio Investment Management LLC | 21,752 | $10.8M | 2.17% | −484−2.2% | Reduced |
| Blume Capital Management, Inc. | 21,723 | $10.8M | 2.20% | −615−2.8% | Reduced |