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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 18,429 | $9.17M | 0.64% | +1,576+9.4% | Added |
| Baker Tilly Wealth Management, LLC | 18,424 | $9.16M | 3.27% | +30+0.2% | Added |
| Hixon Zuercher, LLC | 18,409 | $9.16M | 2.96% | +2,114+13.0% | Added |
| Encompass Wealth Advisors, LLC | 18,404 | $9.15M | 3.36% | −285−1.5% | Reduced |
| Florida Financial Advisors, LLC | 18,383 | $9.15M | 3.03% | +1,948+11.9% | Added |
| Evolution Wealth Advisors, LLC | 18,378 | $9.14M | 1.34% | +351+1.9% | Added |
| Sylvest Advisors, LLC | 18,369 | $9.14M | 5.26% | −410−2.2% | Reduced |
| Kentucky Trust Co | 18,341 | $9.12M | 5.23% | −158−0.9% | Reduced |
| Carl P. Sherr & Co., LLC | 18,335 | $9.12M | 4.61% | −126−0.7% | Reduced |
| Madison Wealth Partners, Inc | 18,315 | $9.11M | 1.99% | −171−0.9% | Reduced |
| Calton & Associates, Inc. | 18,304 | $9.10M | 1.57% | +2,839+18.4% | Added |
| Tower View Investment Management & Research LLC | 18,304 | $9.10M | 4.72% | +488+2.7% | Added |
| Magnolia Capital Advisors LLC | 18,299 | $9.10M | 2.29% | +173+1.0% | Added |
| Fairbanks Capital Management, Inc. | 18,285 | $9.10M | 5.18% | +967+5.6% | Added |
| Garrison Bradford & Associates Inc | 18,281 | $9.09M | 10.07% | −370−2.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 18,268 | $9.09M | 2.95% | +100+0.6% | Added |
| Victrix Investment Advisors | 18,252 | $9.08M | 4.02% | +2,159+13.4% | Added |
| Prosperity Financial Group, Inc. | 18,237 | $9.07M | 3.86% | −845−4.4% | Reduced |
| MTM Investment Management, LLC | 18,219 | $9.06M | 3.04% | +497+2.8% | Added |
| Pekin Hardy Strauss, Inc. | 18,212 | $9.06M | 1.03% | −2,407−11.7% | Reduced |
| Aviso Wealth Management | 18,194 | $9.05M | 4.23% | +801+4.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,188 | $9.05M | 1.56% | −419−2.3% | Reduced |
| Barometer Capital Management Inc. | 18,179 | $9.04M | 2.50% | +18,179 | New |
| waypoint wealth counsel | 18,158 | $9.03M | 4.48% | +1,395+8.3% | Added |
| Navellier & Associates Inc | 18,135 | $9.02M | 1.12% | +10.0% | Added |
| IPG Investment Advisors LLC | 18,128 | $9.02M | 1.76% | +2,496+16.0% | Added |
| Northcape Wealth Management, LLC | 18,127 | $9.02M | 2.75% | +299+1.7% | Added |
| First Business Financial Services, Inc. | 18,123 | $9.01M | 0.81% | −1,183−6.1% | Reduced |
| Trilogy Capital Inc. | 18,113 | $9.01M | 0.44% | +1,249+7.4% | Added |
| Raelipskie Partnership | 18,112 | $9.01M | 4.12% | +325+1.8% | Added |
| Cohen Investment Advisors LLC | 18,104 | $9.01M | 4.70% | +160+0.9% | Added |
| Slagle Financial, LLC | 18,093 | $9.00M | 3.62% | −11,048−37.9% | Reduced |
| Chemistry Wealth Management LLC | 18,074 | $8.99M | 1.93% | +314+1.8% | Added |
| LifeWealth Investments, LLC | 18,054 | $8.98M | 1.54% | +1,750+10.7% | Added |
| Aperture Investors, LLC | 18,022 | $8.96M | 1.20% | +4,199+30.4% | Added |
| Advisors Management Group Inc | 18,019 | $8.96M | 1.69% | −113−0.6% | Reduced |
| Game Plan Financial Advisors, LLC | 18,018 | $8.96M | 3.92% | +2,154+13.6% | Added |
| Ashford Capital Management Inc | 18,015 | $8.96M | 1.05% | −217−1.2% | Reduced |
| Boltwood Capital Management | 17,986 | $8.95M | 2.54% | +996+5.9% | Added |
| Lindenwold Advisors | 17,953 | $8.93M | 4.64% | +336+1.9% | Added |
| CWS Financial Advisors, LLC | 17,948 | $8.93M | 2.60% | −1,103−5.8% | Reduced |
| Autumn Glory Partners, LLC | 17,912 | $8.91M | 4.17% | −178−1.0% | Reduced |
| Vectors Research Management, LLC | 17,861 | $8.88M | 3.05% | −111−0.6% | Reduced |
| Intrua Financial, LLC | 17,825 | $8.87M | 1.27% | +645+3.8% | Added |
| McAdam, LLC | 17,813 | $8.86M | 0.49% | +779+4.6% | Added |
| Beaumont Asset Management, L.L.C. | 17,811 | $8.86M | 4.76% | +94+0.5% | Added |
| Vivaldi Capital Management, LLC | 17,809 | $8.86M | 1.33% | −175−1.0% | Reduced |
| Diamant Asset Management, Inc. | 17,800 | $8.85M | 6.74% | 00.0% | Unchanged |
| Insight Advisors, LLC | 17,798 | $8.85M | 1.43% | −966−5.1% | Reduced |
| Addison Capital Co | 17,746 | $8.83M | 3.07% | +440+2.5% | Added |
| Wharton Business Group, LLC | 17,741 | $8.82M | 0.37% | +246+1.4% | Added |
| Evermay Wealth Management LLC | 17,739 | $8.82M | 1.09% | −71−0.4% | Reduced |
| Michael B. Yongue | 17,734 | $8.82M | 6.65% | +223+1.3% | Added |
| Darden Wealth Group Inc | 17,729 | $8.82M | 5.32% | −264−1.5% | Reduced |
| a16z Perennial Management, L.P. | 17,712 | $8.81M | 0.73% | 00.0% | Unchanged |
| First Financial Corp | 17,698 | $8.80M | 3.93% | −495−2.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 17,680 | $8.79M | 2.20% | −73−0.4% | Reduced |
| Pinnbrook Capital Management LP | 17,659 | $8.78M | 2.30% | +17,659 | New |
| Second Line Capital, LLC | 17,656 | $8.78M | 2.04% | +1,693+10.6% | Added |
| Permanens Capital L.P. | 17,652 | $8.78M | 1.20% | +2,753+18.5% | Added |
| Signet Investment Advisory Group, Inc. | 17,632 | $8.77M | 4.50% | −12−0.1% | Reduced |
| Union Savings Bank | 16,434 | $8.77M | 4.03% | −271−1.6% | Reduced |
| Fiduciary Family Office, LLC | 17,622 | $8.77M | 2.87% | −491−2.7% | Reduced |
| Capital Advisors, Ltd. LLC | 17,573 | $8.74M | 1.08% | +618+3.6% | Added |
| Owen LaRue, LLC | 17,568 | $8.74M | 3.72% | −348−1.9% | Reduced |
| Atlas Legacy Advisors, LLC | 17,568 | $8.74M | 1.93% | +737+4.4% | Added |
| Purkiss Capital Advisors LLC | 17,563 | $8.74M | 4.86% | +3,994+29.4% | Added |
| Potentia Wealth | 17,546 | $8.73M | 4.97% | +316+1.8% | Added |
| Noesis Capital Mangement Corp | 17,524 | $8.72M | 1.51% | −850−4.6% | Reduced |
| Pacitti Group Inc. | 17,513 | $8.71M | 3.78% | −315−1.8% | Reduced |
| Mosaic Financial Group, LLC | 17,484 | $8.70M | 6.66% | −54−0.3% | Reduced |
| St. Johns Investment Management Company, LLC | 17,477 | $8.69M | 3.99% | −918−5.0% | Reduced |
| Dillon & Associates Inc | 17,486 | $8.69M | 1.18% | +431+2.5% | Added |
| Slow Capital, Inc. | 17,472 | $8.69M | 1.06% | −133−0.8% | Reduced |
| Invesco, LLC | 17,471 | $8.69M | 3.24% | +9+0.1% | Added |
| GSB Wealth Management, LLC | 17,456 | $8.68M | 2.13% | −64−0.4% | Reduced |
| Finward Bancorp | 17,406 | $8.66M | 6.84% | −115−0.7% | Reduced |
| Shayne & Co., LLC | 17,404 | $8.66M | 2.86% | 00.0% | Unchanged |
| Harbor Advisory Corp | 17,401 | $8.66M | 2.76% | +1,088+6.7% | Added |
| NCM Capital Management, LLC | 17,389 | $8.65M | 3.55% | −157−0.9% | Reduced |
| Stiles Financial Services Inc | 17,337 | $8.63M | 2.98% | +871+5.3% | Added |
| Blackhawk Capital Partners LLC. | 17,339 | $8.62M | 3.98% | +593+3.5% | Added |
| Wealth Dimensions Group, Ltd. | 17,335 | $8.62M | 1.90% | −787−4.3% | Reduced |
| First Financial Group Corp | 17,332 | $8.62M | 8.42% | +411+2.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 16,891 | $8.61M | 3.57% | −161−0.9% | Reduced |
| Strategic Financial Services, Inc, | 17,294 | $8.60M | 0.46% | +199+1.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 17,291 | $8.60M | 5.60% | −712−4.0% | Reduced |
| Bull Street Advisors, LLC | 17,268 | $8.59M | 4.13% | −220−1.3% | Reduced |
| Summit Place Financial Advisors, LLC | 17,266 | $8.59M | 4.32% | +320+1.9% | Added |
| Park Place Capital Corp | 17,422 | $8.57M | 1.95% | +104+0.6% | Added |
| Ames National Corp | 17,226 | $8.57M | 5.54% | −1,633−8.7% | Reduced |
| Van Den Berg Management I, Inc | 17,223 | $8.57M | 2.43% | +3,221+23.0% | Added |
| Spreng Capital Management, Inc. | 17,217 | $8.56M | 3.54% | −360−2.0% | Reduced |
| Bank of Stockton | 17,202 | $8.56M | 2.55% | −107−0.6% | Reduced |
| Private Management Group Inc | 17,178 | $8.54M | 0.28% | +11,463+200.6% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 17,175 | $8.54M | 2.27% | +6,020+54.0% | Added |
| Fullcircle Wealth LLC | 15,949 | $8.54M | 3.19% | +343+2.2% | Added |
| Ayalon Holdings Ltd. | 17,160 | $8.54M | 2.46% | −185−1.1% | Reduced |
| Convergence Investment Partners, LLC | 17,154 | $8.53M | 2.16% | +3,884+29.3% | Added |
| Pettee Investors, Inc. | 17,148 | $8.53M | 5.10% | −385−2.2% | Reduced |