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; 6,248 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
- 5,828
- +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
- 2,580 more added
- Sold out
- 107
- 2,616 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 215,832 | $107.4M | 5.36% | −141−0.1% | Reduced |
| Diversified Trust Co | 215,756 | $107.3M | 2.38% | −7,412−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 213,848 | $106.4M | 1.80% | −1,239−0.6% | Reduced |
| Ariel Investments, LLC | 213,138 | $106.0M | 1.20% | +89,244+72.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 212,633 | $105.8M | 5.27% | +760.0% | Added |
| Investment House LLC | 211,949 | $105.4M | 5.33% | −11,584−5.2% | Reduced |
| Rit Capital Partners PLC | 212,000 | $105.4M | 14.71% | +212,000 | New |
| Oakmont Corp | 211,805 | $105.4M | 18.45% | −789−0.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 210,998 | $105.0M | 9.06% | −4,644−2.2% | Reduced |
| Capital Investment Advisors, LLC | 210,930 | $104.9M | 1.88% | +8,120+4.0% | Added |
| Valeo Financial Advisors, LLC | 209,782 | $104.3M | 2.57% | −64,157−23.4% | Reduced |
| Aureus Asset Management, LLC | 209,251 | $104.1M | 6.66% | +2,860+1.4% | Added |
| Banque Cantonale Vaudoise | 208,651 | $103.8M | 4.23% | −52,866−20.2% | Reduced |
| Washington Trust Co | 208,537 | $103.7M | 3.67% | −1,664−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 208,507 | $103.7M | 2.35% | +9,566+4.8% | Added |
| NBT Bank N A | 208,442 | $103.7M | 7.12% | −2,201−1.0% | Reduced |
| Moors & Cabot, Inc. | 208,349 | $103.6M | 4.82% | −2,918−1.4% | Reduced |
| Senator Investment Group LP | 207,500 | $103.2M | 3.98% | +32,500+18.6% | Added |
| Axxcess Wealth Management, LLC | 208,215 | $103.1M | 2.47% | +4,352+2.1% | Added |
| Private Wealth Partners, LLC | 206,868 | $102.9M | 8.03% | −7,062−3.3% | Reduced |
| Kanawha Capital Management LLC | 206,806 | $102.9M | 7.63% | −2,176−1.0% | Reduced |
| Venture Visionary Partners LLC | 206,698 | $102.8M | 3.87% | −14,409−6.5% | Reduced |
| Brookstone Capital Management | 206,666 | $102.8M | 1.35% | −957−0.5% | Reduced |
| Wedbush Securities Inc | 206,459 | $102.7M | 3.59% | −12,088−5.5% | Reduced |
| Mill Capital Management, LLC | 205,574 | $102.3M | 8.02% | −7,070−3.3% | Reduced |
| Ingalls & Snyder LLC | 205,125 | $102.0M | 3.63% | −3,260−1.6% | Reduced |
| Welch Group, LLC | 204,974 | $102.0M | 4.26% | +1,077+0.5% | Added |
| Smith Chas P & Associates Pa Cpas | 204,832 | $101.9M | 5.72% | −1,362−0.7% | Reduced |
| Generate Investment Management Ltd | 204,799 | $101.9M | 5.65% | −5,999−2.8% | Reduced |
| London & Capital Asset Management Ltd | 203,860 | $101.4M | 7.69% | +12,539+6.6% | Added |
| ZWJ Investment Counsel Inc | 202,639 | $100.8M | 3.75% | −789−0.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 202,333 | $100.6M | 6.95% | −14,025−6.5% | Reduced |
| HighPoint Advisor Group LLC | 202,181 | $100.6M | 5.34% | +7,562+3.9% | Added |
| Wahed Invest LLC | 201,618 | $100.3M | 15.28% | +8,828+4.6% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 200,930 | $99.9M | 2.55% | +200,930 | New |
| Paralel Advisors LLC | 200,000 | $99.5M | 4.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 199,735 | $99.4M | 2.86% | −5,371−2.6% | Reduced |
| First American Bank | 199,356 | $99.2M | 6.80% | +191+0.1% | Added |
| Mar Vista Investment Partners LLC | 199,341 | $99.2M | 7.59% | −7,846−3.8% | Reduced |
| CWA Asset Management Group, LLC | 198,773 | $98.9M | 4.18% | +1,257+0.6% | Added |
| Aviso Financial Inc. | 198,557 | $98.8M | 4.45% | +6,374+3.3% | Added |
| Exencial Wealth Advisors, LLC | 198,551 | $98.8M | 3.48% | +4,355+2.2% | Added |
| Soltis Investment Advisors LLC | 198,004 | $98.5M | 7.74% | +16,774+9.3% | Added |
| Cary Street Partners Financial LLC | 196,999 | $98.0M | 2.75% | −80.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 196,864 | $97.9M | 4.60% | +810.0% | Added |
| FineMark National Bank & Trust | 196,419 | $97.7M | 3.33% | +222+0.1% | Added |
| Quadrant Capital Group LLC | 195,900 | $97.4M | 3.51% | +27,479+16.3% | Added |
| Whale Rock Capital Management LLC | 195,680 | $97.3M | 1.35% | −341,751−63.6% | Reduced |
| TRB Advisors LP | 195,000 | $97.0M | 23.25% | +25,000+14.7% | Added |
| Freestone Grove Partners LP | 193,693 | $96.3M | 0.73% | +30,326+18.6% | Added |
| Moody Lynn & Lieberson, LLC | 193,428 | $96.2M | 5.55% | +7,587+4.1% | Added |
| Ballentine Partners, LLC | 193,278 | $96.1M | 1.45% | +7,012+3.8% | Added |
| Diamond Hill Capital Management Inc | 193,141 | $96.1M | 0.44% | −14,355−6.9% | Reduced |
| Howard Capital Management Inc. | 192,760 | $95.9M | 1.44% | −22,149−10.3% | Reduced |
| Sienna Gestion | 211,001 | $95.8M | 6.59% | +17,635+9.1% | Added |
| Howard Capital Management Group, LLC | 191,968 | $95.5M | 6.63% | −1,248−0.6% | Reduced |
| Oriental Harbor Investment Fund | 191,704 | $95.4M | 8.46% | −91,570−32.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 190,581 | $94.8M | 4.73% | −2,956−1.5% | Reduced |
| Pacific Sage Partners, LLC | 190,447 | $94.7M | 18.82% | −2,645−1.4% | Reduced |
| MMBG Investment Advisors Co. | 189,916 | $94.5M | 9.40% | +11,007+6.2% | Added |
| Compass Capital Management, Inc | 189,229 | $94.1M | 5.04% | +24,736+15.0% | Added |
| Dorsey & Whitney Trust CO LLC | 188,440 | $93.7M | 4.96% | +3,471+1.9% | Added |
| Dearborn Partners LLC | 188,211 | $93.6M | 4.43% | −5,933−3.1% | Reduced |
| Berkshire Asset Management LLC | 187,372 | $93.2M | 4.23% | −1,462−0.8% | Reduced |
| Henshaw Capital LLC | 186,668 | $92.9M | 3.68% | 00.0% | Unchanged |
| Dundas Partners LLP | 186,468 | $92.8M | 6.45% | 00.0% | Unchanged |
| Cornerstone Investment Partners, LLC | 185,868 | $92.5M | 4.08% | +287+0.2% | Added |
| GFI Investment Counsel Ltd. | 185,666 | $92.4M | 10.06% | −1,781−1.0% | Reduced |
| Summit Financial, LLC | 185,451 | $92.2M | 2.09% | +19,849+12.0% | Added |
| Vancity Investment Management Ltd | 185,412 | $92.2M | 11.65% | −3,102−1.6% | Reduced |
| Nichols & Pratt Advisers LLP | 185,377 | $92.1M | 6.18% | +616+0.3% | Added |
| Gladstone Capital Management LLP | 184,434 | $91.7M | 9.47% | −1,757−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 184,144 | $91.6M | 3.84% | +7,415+4.2% | Added |
| Boston Private Wealth LLC | 183,865 | $91.5M | 4.90% | +183,865 | New |
| Ironvine Capital Partners, LLC | 183,797 | $91.4M | 9.47% | −14,096−7.1% | Reduced |
| Verition Fund Management LLC | 183,415 | $91.2M | 0.53% | −547,474−74.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 183,259 | $91.2M | 5.52% | +21,990+13.6% | Added |
| BDF-Gestion | 183,166 | $91.1M | 10.26% | −33,723−15.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 183,021 | $91.0M | 5.18% | −41,498−18.5% | Reduced |
| Criteria Caixa, S.A.U. | 183,000 | $91.0M | 11.95% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 182,750 | $90.9M | 1.29% | +25,516+16.2% | Added |
| Kinneret Advisory, LLC | 182,404 | $90.7M | 8.26% | −274−0.1% | Reduced |
| DDD Partners, LLC | 181,925 | $90.5M | 9.70% | +46,147+34.0% | Added |
| Jump Financial, LLC | 181,924 | $90.5M | 1.11% | +174,452+2,334.7% | Added |
| Moneta Group Investment Advisors LLC | 181,794 | $90.4M | 1.08% | +14,981+9.0% | Added |
| Hardman Johnston Global Advisors LLC | 181,194 | $90.1M | 4.00% | −6,881−3.7% | Reduced |
| Baader Bank INC | 180,298 | $89.6M | 7.71% | −2,222−1.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 180,008 | $89.5M | 6.05% | +452+0.3% | Added |
| General American Investors Co Inc | 180,000 | $89.5M | 6.01% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 179,757 | $89.4M | 7.12% | −5,988−3.2% | Reduced |
| JBF Capital, Inc. | 179,000 | $89.0M | 14.21% | 00.0% | Unchanged |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $88.5M | 0.72% | 00.0% | Unchanged |
| Alta Capital Management LLC | 177,870 | $88.5M | 5.03% | +560.0% | Added |
| Thomasville National Bank | 176,809 | $87.9M | 5.99% | −7,790−4.2% | Reduced |
| Gilder Gagnon Howe & Co LLC | 176,805 | $87.9M | 0.93% | +3,776+2.2% | Added |
| Principal Securities, Inc. | 176,720 | $87.9M | 1.65% | +25,642+17.0% | Added |
| Farther Finance Advisors, LLC | 176,385 | $87.7M | 1.76% | +30,767+21.1% | Added |
| WSFS Capital Management, LLC | 176,166 | $87.6M | 4.80% | +1,983+1.1% | Added |
| Destination Wealth Management | 175,818 | $87.5M | 2.56% | +32,285+22.5% | Added |
| Suncoast Equity Management | 175,568 | $87.3M | 8.94% | −2,406−1.4% | Reduced |