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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald, L. P. | 21,696 | $10.8M | 0.27% | −51,627−70.4% | Reduced |
| Mezzasalma Advisors, LLC | 21,677 | $10.8M | 3.24% | −1,984−8.4% | Reduced |
| Tempus Wealth Planning, LLC | 21,666 | $10.8M | 2.69% | +31+0.1% | Added |
| Barbara Oil Co. | 21,620 | $10.8M | 4.23% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 21,607 | $10.7M | 5.08% | −2,956−12.0% | Reduced |
| First Commonwealth Financial Corp | 21,571 | $10.7M | 2.32% | +55+0.3% | Added |
| General Partner, Inc. | 21,551 | $10.7M | 6.28% | −1,750−7.5% | Reduced |
| Orleans Capital Management Corp | 21,524 | $10.7M | 5.68% | +1,370+6.8% | Added |
| Abacus Planning Group, Inc. | 21,466 | $10.7M | 1.59% | −182−0.8% | Reduced |
| Mendel Money Management | 21,461 | $10.7M | 4.73% | −783−3.5% | Reduced |
| SGL Investment Advisors, Inc. | 21,487 | $10.7M | 5.08% | +225+1.1% | Added |
| All Terrain Financial Advisors, LLC | 21,422 | $10.7M | 3.86% | −13−0.1% | Reduced |
| Leelyn Smith, LLC | 21,419 | $10.7M | 1.75% | +361+1.7% | Added |
| IMA Wealth, Inc. | 21,416 | $10.7M | 1.16% | +239+1.1% | Added |
| Wealth Architects, LLC | 21,408 | $10.6M | 1.08% | −78−0.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,400 | $10.6M | 3.60% | +200+0.9% | Added |
| Sentry Investment Management LLC | 21,428 | $10.6M | 5.87% | −222−1.0% | Reduced |
| Headlands Technologies LLC | 21,379 | $10.6M | 1.27% | +21,379 | New |
| Summit Financial Strategies, Inc. | 21,360 | $10.6M | 0.98% | −358−1.6% | Reduced |
| Highview Capital Management LLC | 21,345 | $10.6M | 4.10% | +1,579+8.0% | Added |
| Thrive Wealth Management, LLC | 21,342 | $10.6M | 1.71% | +69+0.3% | Added |
| Security National Bank of So Dak | 21,301 | $10.6M | 5.77% | −125−0.6% | Reduced |
| Lifeworks Advisors, LLC | 21,294 | $10.6M | 1.58% | −412−1.9% | Reduced |
| Sentinel Trust Co Lba | 21,223 | $10.6M | 1.15% | −1,176−5.3% | Reduced |
| Alaethes Wealth LLC | 21,139 | $10.5M | 3.14% | +375+1.8% | Added |
| First Pacific Financial | 21,110 | $10.5M | 1.55% | +421+2.0% | Added |
| Tiptree Advisors, LLC | 21,100 | $10.5M | 8.22% | +3,500+19.9% | Added |
| Virtue Capital Management, LLC | 21,058 | $10.5M | 1.93% | −10,016−32.2% | Reduced |
| Colonial River Wealth Management, LLC | 20,883 | $10.5M | 4.51% | +1,499+7.7% | Added |
| Howard Financial Services, Ltd. | 21,050 | $10.5M | 1.38% | −3,393−13.9% | Reduced |
| O'Brien Greene & Co. Inc | 21,042 | $10.5M | 3.42% | −272−1.3% | Reduced |
| GSG Advisors LLC | 20,987 | $10.4M | 3.03% | +409+2.0% | Added |
| NewSquare Capital LLC | 20,985 | $10.4M | 0.78% | +2,160+11.5% | Added |
| Sittner & Nelson, LLC | 20,978 | $10.4M | 4.20% | +57+0.3% | Added |
| Peak Planning Group, LLC | 20,975 | $10.4M | 6.67% | −7,068−25.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 20,945 | $10.4M | 3.91% | −3,459−14.2% | Reduced |
| Wealth Management Associates, Inc. | 20,938 | $10.4M | 4.05% | −123−0.6% | Reduced |
| Byrne Asset Management LLC | 20,929 | $10.4M | 6.98% | −312−1.5% | Reduced |
| Investment Partners, Ltd. | 20,924 | $10.4M | 3.94% | −1,778−7.8% | Reduced |
| Capital Insight Partners, LLC | 20,917 | $10.4M | 1.81% | +60+0.3% | Added |
| JPL Wealth Management, LLC | 20,902 | $10.4M | 2.81% | −26−0.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 20,890 | $10.4M | 2.84% | −438−2.1% | Reduced |
| Cromwell Holdings LLC | 20,858 | $10.4M | 6.29% | +1,720+9.0% | Added |
| Prudent Investors Network | 20,847 | $10.4M | 2.80% | −743−3.4% | Reduced |
| Anb Bank | 20,830 | $10.4M | 4.65% | −2,784−11.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 20,822 | $10.4M | 3.21% | −928−4.3% | Reduced |
| LMR Partners LLP | 20,804 | $10.3M | 0.16% | +664+3.3% | Added |
| Pinkerton Retirement Specialists, LLC | 20,794 | $10.3M | 1.23% | −37−0.2% | Reduced |
| Secure Asset Management, LLC | 20,781 | $10.3M | 1.92% | −981−4.5% | Reduced |
| Richard P Slaughter Associates Inc | 20,762 | $10.3M | 2.11% | +1,871+9.9% | Added |
| Gilliland Jeter Wealth Management LLC | 20,756 | $10.3M | 3.36% | −533−2.5% | Reduced |
| Maia Wealth LLC | 20,756 | $10.3M | 1.97% | +1,247+6.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 20,742 | $10.3M | 3.89% | −35−0.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,327 | $10.3M | 5.56% | −532−2.7% | Reduced |
| Prospector Partners LLC | 20,715 | $10.3M | 1.20% | −1,251−5.7% | Reduced |
| First Community Trust NA | 20,679 | $10.3M | 8.36% | −88−0.4% | Reduced |
| StrongBox Wealth, LLC | 20,650 | $10.3M | 3.90% | +67+0.3% | Added |
| Patrick Mauro Investment Advisor, INC. | 21,481 | $10.3M | 5.81% | −1,578−6.8% | Reduced |
| North Growth Management Ltd. | 21,000 | $10.2M | 1.92% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 20,575 | $10.2M | 5.06% | −1,486−6.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 20,570 | $10.2M | 6.31% | −864−4.0% | Reduced |
| First Washington CORP | 20,553 | $10.2M | 3.30% | −365−1.7% | Reduced |
| 626 Financial, LLC | 20,530 | $10.2M | 4.79% | +21+0.1% | Added |
| Bernard Wealth Management Corp. | 20,524 | $10.2M | 4.73% | −799−3.7% | Reduced |
| KWMG, LLC | 20,518 | $10.2M | 0.96% | +20+0.1% | Added |
| Wilkins Investment Counsel Inc | 20,484 | $10.2M | 1.44% | +838+4.3% | Added |
| Everpar Advisors LLC | 20,483 | $10.2M | 4.63% | +1,999+10.8% | Added |
| Hudson Canyon Capital Management | 20,437 | $10.2M | 6.32% | +92+0.5% | Added |
| Icapital Wealth LLC | 20,414 | $10.2M | 5.77% | −1,407−6.4% | Reduced |
| United Bank | 20,390 | $10.1M | 3.88% | −878−4.1% | Reduced |
| Royal Capital Wealth Management, LLC | 20,386 | $10.1M | 6.74% | +14+0.1% | Added |
| Lesa Sroufe & Co | 20,351 | $10.1M | 9.30% | +10.0% | Added |
| EagleClaw Capital Managment, LLC | 20,333 | $10.1M | 1.51% | −517−2.5% | Reduced |
| Bender Robert & Associates | 20,319 | $10.1M | 2.25% | −386−1.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 20,312 | $10.1M | 2.09% | +647+3.3% | Added |
| Hengehold Capital Management LLC | 20,258 | $10.1M | 0.92% | −17−0.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 20,253 | $10.1M | 0.71% | −1,372−6.3% | Reduced |
| FLC Capital Advisors | 20,241 | $10.1M | 2.08% | +441+2.2% | Added |
| Cherokee Insurance Co | 20,225 | $10.1M | 4.39% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 20,220 | $10.1M | 2.50% | +359+1.8% | Added |
| RBA Wealth Management, LLC | 20,171 | $10.0M | 3.74% | −460−2.2% | Reduced |
| Advisors Preferred, LLC | 20,350 | $10.0M | 1.65% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,089 | $9.99M | 4.84% | +2,850+16.5% | Added |
| Palumbo Wealth Management LLC | 20,081 | $9.99M | 3.09% | +59+0.3% | Added |
| Centric Wealth Management | 19,116 | $9.98M | 2.38% | +622+3.4% | Added |
| Beacon Financial Group | 20,061 | $9.98M | 1.04% | +364+1.8% | Added |
| Townsend Asset Management Corp | 20,061 | $9.98M | 3.61% | −252−1.2% | Reduced |
| Prentiss Smith & Co Inc | 20,051 | $9.97M | 5.93% | +12,738+174.2% | Added |
| Octavia Wealth Advisors, LLC | 20,049 | $9.97M | 1.13% | −907−4.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 20,023 | $9.97M | 3.94% | −12−0.1% | Reduced |
| Stenahm Asset Managment Ltd | 20,030 | $9.96M | 4.34% | −4,270−17.6% | Reduced |
| Family Legacy, Inc. | 20,027 | $9.96M | 3.24% | −406−2.0% | Reduced |
| Lynch Asset Management, Inc. | 20,025 | $9.96M | 3.51% | +2,050+11.4% | Added |
| Horizon Investment Services, LLC | 20,011 | $9.95M | 4.36% | −507−2.5% | Reduced |
| Charles Schwab Trust Co | 20,003 | $9.95M | 0.75% | +1,866+10.3% | Added |
| Zimmer Partners, LP | 20,000 | $9.95M | 0.23% | 00.0% | Unchanged |
| Rubicon Global Capital Ltd | 20,000 | $9.95M | 1.57% | 00.0% | Unchanged |
| KP Management LLC | 20,000 | $9.95M | 4.03% | +5,000+33.3% | Added |
| Sona Asset Management (US) LLC | 20,000 | $9.95M | 0.34% | +20,000 | New |
| Probity Advisors, Inc. | 19,994 | $9.95M | 1.75% | −536−2.6% | Reduced |