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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 19,986 | $9.94M | 1.05% | −4,350−17.9% | Reduced |
| Wellington Capital Management, Inc. | 19,987 | $9.94M | 14.99% | +19,987 | New |
| Aristides Capital LLC | 19,970 | $9.93M | 3.16% | 00.0% | Unchanged |
| Congress Park Capital LLC | 19,955 | $9.93M | 3.25% | +1,663+9.1% | Added |
| Transcendent Capital Group LLC | 19,953 | $9.92M | 5.10% | +60+0.3% | Added |
| First City Capital Management, Inc. | 19,950 | $9.92M | 5.73% | −177−0.9% | Reduced |
| Burford Brothers, Inc. | 19,943 | $9.92M | 4.55% | +21+0.1% | Added |
| My Legacy Advisors, LLC | 19,776 | $9.92M | 3.53% | +454+2.3% | Added |
| Alexander Labrunerie & Co., Inc. | 19,930 | $9.91M | 4.06% | −661−3.2% | Reduced |
| Cumberland Advisors Inc | 19,925 | $9.91M | 4.17% | −60−0.3% | Reduced |
| Fruth Investment Management | 19,925 | $9.91M | 2.69% | −360−1.8% | Reduced |
| Prossimo Advisors, LLC | 19,904 | $9.90M | 7.95% | 00.0% | Unchanged |
| Boxwood Ventures, Inc. | 19,890 | $9.89M | 12.80% | +416+2.1% | Added |
| Pensionfund Sabic | 19,890 | $9.89M | 2.80% | −400−2.0% | Reduced |
| Yukon Wealth Management, Inc. | 19,885 | $9.89M | 3.54% | +815+4.3% | Added |
| Triangle Securities Wealth Management | 19,874 | $9.89M | 2.43% | −6,610−25.0% | Reduced |
| Trust Investment Advisors | 19,858 | $9.88M | 6.00% | −1,173−5.6% | Reduced |
| Sirios Capital Management L P | 19,843 | $9.87M | 1.43% | −79−0.4% | Reduced |
| Cottage Street Advisors LLC | 19,840 | $9.87M | 5.13% | −6,310−24.1% | Reduced |
| SNS Financial Group, LLC | 19,835 | $9.87M | 0.94% | +195+1.0% | Added |
| Bouvel Investment Partners, LLC | 19,805 | $9.85M | 3.33% | +338+1.7% | Added |
| NWF Advisory Services Inc. | 19,773 | $9.83M | 1.17% | +2,472+14.3% | Added |
| 1776 Wealth LLC | 19,759 | $9.83M | 4.05% | +399+2.1% | Added |
| Atwater Malick LLC | 19,758 | $9.83M | 3.11% | −66−0.3% | Reduced |
| Acropolis Investment Management, LLC | 19,752 | $9.82M | 0.54% | +150+0.8% | Added |
| Rainier Family Wealth Inc | 19,743 | $9.82M | 9.81% | +374+1.9% | Added |
| Alcosta Capital Management, Inc. | 19,720 | $9.81M | 5.47% | −83−0.4% | Reduced |
| Bangor Savings Bank | 19,701 | $9.80M | 0.88% | −489−2.4% | Reduced |
| Revisor Wealth Management LLC | 19,538 | $9.80M | 3.53% | +980+5.3% | Added |
| Marino, Stram & Associates LLC | 19,668 | $9.78M | 1.97% | +165+0.8% | Added |
| Duncan Williams Asset Management, LLC | 19,666 | $9.78M | 3.09% | +1,182+6.4% | Added |
| Intellectus Partners, LLC | 19,645 | $9.77M | 2.11% | +84+0.4% | Added |
| Onefund, LLC | 19,630 | $9.76M | 7.03% | −214−1.1% | Reduced |
| Paragon Advisors, LLC | 19,618 | $9.76M | 2.55% | +5,951+43.5% | Added |
| Whitford Management LLC | 19,612 | $9.75M | 10.35% | +302+1.6% | Added |
| SFM, LLC | 19,583 | $9.74M | 6.25% | −41−0.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,579 | $9.74M | 1.85% | +1,599+8.9% | Added |
| Peninsula Asset Management Inc | 19,578 | $9.74M | 5.14% | +226+1.2% | Added |
| XXEC, Inc. | 19,567 | $9.73M | 7.82% | −9,059−31.6% | Reduced |
| Prosperitas Financial LLC | 19,540 | $9.72M | 4.57% | +861+4.6% | Added |
| Phoenix Wealth Advisors | 19,510 | $9.70M | 4.06% | −350−1.8% | Reduced |
| DeDora Capital, Inc. | 19,469 | $9.68M | 2.53% | +40.0% | Added |
| Trivant Custom Portfolio Group, LLC | 19,437 | $9.67M | 5.31% | −359−1.8% | Reduced |
| Martin & Co Inc | 19,436 | $9.67M | 1.78% | −151−0.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,434 | $9.67M | 3.16% | −62−0.3% | Reduced |
| Gold Investment Management Ltd. | 19,548 | $9.66M | 3.64% | +1,055+5.7% | Added |
| Alteri Wealth LLC | 19,412 | $9.66M | 3.75% | −285−1.4% | Reduced |
| WT Wealth Management | 19,411 | $9.65M | 2.86% | −1,674−7.9% | Reduced |
| TBH Global Asset Management, LLC | 19,368 | $9.63M | 2.06% | −8,207−29.8% | Reduced |
| David R. Rahn & Associates Inc. | 19,362 | $9.63M | 2.59% | −9,555−33.0% | Reduced |
| Exeter Financial, LLC | 19,359 | $9.63M | 4.29% | −488−2.5% | Reduced |
| Liberty Wealth Management LLC | 19,356 | $9.63M | 1.51% | +399+2.1% | Added |
| Trust Co of the South | 19,321 | $9.61M | 1.71% | +454+2.4% | Added |
| Scissortail Wealth Management, LLC | 19,319 | $9.61M | 2.31% | +190+1.0% | Added |
| Spirit of America Management Corp | 19,299 | $9.60M | 2.00% | −200−1.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 19,290 | $9.60M | 1.07% | −1,070−5.3% | Reduced |
| WealthPLAN Partners, LLC | 19,278 | $9.59M | 1.54% | −1,864−8.8% | Reduced |
| Peregrine Investment Management Inc | 19,247 | $9.57M | 6.12% | −3,860−16.7% | Reduced |
| Stamos Capital Partners, L.P. | 19,234 | $9.57M | 1.72% | +5,776+42.9% | Added |
| Aft, Forsyth & Company, Inc. | 19,226 | $9.56M | 4.91% | −50.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 19,153 | $9.53M | 2.42% | +17,828+1,345.5% | Added |
| Walkner Condon Financial Advisors LLC | 19,138 | $9.52M | 1.75% | +410+2.2% | Added |
| Graybill Bartz & Assoc Ltd | 19,118 | $9.51M | 3.11% | +874+4.8% | Added |
| Aldebaran Capital, LLC | 19,106 | $9.50M | 9.38% | −308−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 19,104 | $9.50M | 4.00% | −475−2.4% | Reduced |
| Ahl Investment Management, Inc. | 19,091 | $9.50M | 6.34% | −610−3.1% | Reduced |
| BCJ Capital Management, LLC | 19,073 | $9.49M | 0.64% | +1,598+9.1% | Added |
| DMKC Advisory Services, LLC | 18,482 | $9.46M | 4.95% | +13,728+288.8% | Added |
| Bennett Selby Investments LP | 18,976 | $9.44M | 3.36% | −159−0.8% | Reduced |
| Synergy Financial Group, LTD | 18,972 | $9.44M | 6.95% | +274+1.5% | Added |
| Advyzon Investment Management, LLC | 18,971 | $9.44M | 2.09% | +6,949+57.8% | Added |
| Byrne Financial Freedom, LLC | 18,964 | $9.43M | 4.72% | +216+1.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 18,958 | $9.43M | 0.68% | +2,858+17.8% | Added |
| Clark Asset Management, LLC | 18,953 | $9.43M | 1.28% | +8,330+78.4% | Added |
| Peoples Bank | 18,941 | $9.42M | 6.32% | +40.0% | Added |
| Aurora Investment Managers, LLC. | 18,930 | $9.42M | 5.70% | 00.0% | Unchanged |
| Helium Advisors LLC | 18,927 | $9.41M | 5.95% | −122−0.6% | Reduced |
| Granite Bay Wealth Management, LLC | 18,925 | $9.41M | 3.02% | −22−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 18,875 | $9.39M | 2.08% | −1,012−5.1% | Reduced |
| Trinity Legacy Partners, LLC | 18,559 | $9.38M | 2.28% | −63−0.3% | Reduced |
| Amarillo National Bank | 18,835 | $9.37M | 1.74% | +2,656+16.4% | Added |
| Old Mission Investment Co LLC | 18,826 | $9.36M | 2.56% | +152+0.8% | Added |
| Lincluden Management Ltd | 18,795 | $9.35M | 1.03% | −297−1.6% | Reduced |
| MBL Wealth, LLC | 18,787 | $9.35M | 0.89% | −630−3.2% | Reduced |
| Norway Savings Bank | 18,784 | $9.34M | 4.80% | +754+4.2% | Added |
| Summit Asset Management, LLC | 18,778 | $9.34M | 1.52% | +934+5.2% | Added |
| Sculati Wealth Management, LLC | 18,760 | $9.33M | 3.51% | −294−1.5% | Reduced |
| Parkwood LLC | 18,730 | $9.32M | 0.86% | −48,380−72.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,717 | $9.31M | 1.49% | −408−2.1% | Reduced |
| Tikehau Investment Management | 18,600 | $9.25M | 14.43% | +1,731+10.3% | Added |
| Cox Capital Mgt LLC | 18,593 | $9.25M | 6.31% | −488−2.6% | Reduced |
| Triasima Portfolio Management inc. | 18,575 | $9.24M | 1.69% | +1,818+10.8% | Added |
| Palmer Knight Co | 18,524 | $9.21M | 3.93% | −249−1.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 18,508 | $9.21M | 0.86% | −61−0.3% | Reduced |
| Essex Investment Management Co LLC | 18,485 | $9.19M | 1.67% | −323−1.7% | Reduced |
| Tower Trust & Investment Co | 18,466 | $9.18M | 6.53% | +269+1.5% | Added |
| Aspen Grove Capital, LLC | 18,458 | $9.18M | 1.56% | +3,565+23.9% | Added |
| Berry Wealth Group, LP | 18,454 | $9.18M | 6.42% | +119+0.6% | Added |
| McGowan Group Asset Management, Inc. | 18,437 | $9.17M | 1.16% | +674+3.8% | Added |
| CacheTech Inc. | 18,430 | $9.17M | 1.69% | −3,038−14.2% | Reduced |