Skip to main content

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.

Q1 2025 vs. Q4 2024

How the institutions holding Microsoft Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of MSFT: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders5,877965,777−4
Shares5.36B67.6M5.37B+73.3M (+1.4%)
Value$2.26T$28.5B$2.01T−$216.7B (−9.7%)

96 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (162)

Institutions that held Microsoft Corp at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 162 by value.

Institutions new to MSFT in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC49,904,972$18.7B5.88%
Virginia Retirement Systems Et Al1,604,500$602.3M4.47%
Meritage Group LP1,385,107$520.0M14.29%
Caption Management, LLC1,050,000$394.2M18.00%
ASR Vermogensbeheer N.V.993,808$373.0M5.52%
BSN Capital Partners Ltd834,000$322.1M15.69%
OP Asset Management Ltd802,766$301.4M5.08%
Rakuten Investment Management, Inc.779,682$295.3M1.35%
Investment Management Corp of Ontario598,470$224.7M4.58%
Spear Holdings RSC Ltd420,600$157.9M12.16%
Adventist Health System Sunbelt Healthcare Corp359,000$134.8M5.35%
AG2R la Mondiale Gestion D'Actifs276,405$127.2M6.90%
H&H International Investment, LLCSuperinvestorH&H International Investment299,200$112.3M0.94%
Banque Cantonale Vaudoise261,517$98.2M4.32%
Vancity Investment Management Ltd188,514$70.8M9.70%
Aquatic Capital Management LLC160,832$60.4M1.54%
Jain Global LLC147,846$55.5M1.13%
S-Bank Fund Management Ltd137,739$51.7M9.74%
ADAPT Investment Managers SA99,200$37.2M8.98%
Caliber Wealth Management, LLC96,259$36.1M4.93%
Maplelane Capital, LLC91,000$34.2M3.18%
VestGen Advisors, LLC90,316$33.9M1.54%
Zions Bancorporation, National Association79,608$29.9M1.89%
Thiel Macro LLC78,720$29.6M19.31%
Azzad Asset Management Inc69,371$26.0M3.07%
Smithbridge Asset Management Inc62,153$23.3M4.32%
Sycale Advisors (NY) LLC56,775$21.3M6.87%
Tounjian Advisory Partners, LLC56,284$21.1M3.96%
Inscription Capital, LLC48,266$20.3M3.39%
Private Wealth Asset Management, LLC46,258$17.4M2.50%
FORA Capital, LLC45,943$17.2M1.75%
Susquehanna Fundamental Investments, LLC45,020$16.9M0.28%
BloombergSen Inc.42,300$15.9M1.37%
Wills Financial Group LLC40,835$15.3M6.80%
Brookwood Investment Group LLC39,328$14.8M2.54%
Advisor Resource Council47,411$14.0M1.13%
GCQ Funds Management Pty Ltd34,282$12.9M3.16%
Caxton Associates LLP24,466$9.18M0.32%
Stenahm Asset Managment Ltd24,300$9.12M3.71%
Wealth Preservation Advisors, LLC24,216$9.09M6.50%
RedJay Asset Management Inc.22,000$8.26M4.47%
Y-Intercept (Hong Kong) Ltd21,558$8.09M0.55%
Advisors Preferred, LLC20,350$7.78M1.04%
Lesa Sroufe & Co20,350$7.64M7.63%
Greenberg Financial Group19,722$7.30M3.06%
Tower Trust & Investment Co18,197$7.19M5.80%
Yukon Wealth Management, Inc.19,070$7.16M2.97%
Privium Fund Management (UK) Ltd18,300$6.99M5.40%
Arrow Capital Pty Ltd17,500$6.86M8.56%
Graybill Bartz & Assoc Ltd18,244$6.85M2.35%
Partners Capital Investment Group, LLP18,215$6.84M0.12%
Forge First Asset Management Inc.17,340$6.50M2.83%
RD Finance Ltd17,155$6.44M5.16%
Point72 Asia (Singapore) Pte. Ltd.16,801$6.31M1.66%
HAP Trading, LLC15,828$5.94M2.12%
Exane Asset Management14,654$5.94M3.46%
Sweeney & Michel, LLC15,925$5.65M2.47%
Sculptor Capital LP15,000$5.63M0.13%
Alpine Bank Wealth Management14,456$5.43M0.87%
Invera Wealth Advisors, LLC13,882$5.21M3.37%
Quantessence Capital LLC13,450$5.05M1.26%
Night Squared LP13,348$5.01M2.96%
Sofos Investments, Inc.20,289$5.00M1.09%
Kingsman Wealth Management, Inc.12,822$4.81M3.52%
SWP Investment Management LLC12,426$4.66M5.82%
McAlister, Sweet & Associates, Inc.12,033$4.52M3.42%
QTR Family Wealth, LLC11,979$4.50M3.39%
Garda Capital Partners LP11,971$4.49M2.52%
Allium Financial Advisors, LLC9,611$3.61M3.29%
Cloud Capital Management, LLC9,479$3.25M2.30%
Sig Brokerage, LP8,576$3.22M0.94%
Johnson Financial Group, LLC8,443$3.17M0.33%
Interval Partners, LP8,301$3.12M0.11%
Authentikos Wealth Advisory, LLC8,161$3.06M2.39%
Aspen Capital Management, LLC7,713$2.90M0.93%
Pandora Wealth, Inc.7,457$2.80M1.84%
Ssa Swiss Advisors AG7,418$2.78M1.42%
Balance Wealth, LLC7,159$2.69M1.75%
Kopp Family Office, LLC6,652$2.50M1.73%
Mission Financial Group, LLC6,687$2.48M2.30%
Fiduciary Wealth Partners, LLC6,411$2.41M2.08%
WBI Investments6,257$2.35M0.62%
J Hagan Capital, Inc.5,118$2.16M1.75%
LeConte Wealth Management, LLC5,162$1.94M1.23%
CTC Alternative Strategies, Ltd.5,000$1.88M2.29%
Soros Capital Management LLC4,996$1.88M0.48%
Curat Global, LLC4,880$1.83M2.23%
Good Steward Wealth Advisors,LLC4,556$1.71M1.56%
Readystate Asset Management LP4,531$1.70M0.09%
Main Management ETF Advisors, LLC4,326$1.62M0.11%
Coordinated Financial Services, Inc.4,099$1.54M1.18%
Hartmann Taylor Wealth Management, LLC4,025$1.51M1.35%
OneAscent Investment Solutions LLC4,023$1.51M1.79%
Jones Road Capital Management, L.P.4,000$1.50M1.07%
Viewpoint Investment Partners Corp3,836$1.44M0.78%
North Capital, Inc.3,448$1.29M1.22%
Genus Capital Management Inc.3,406$1.28M0.19%
McClarren Financial Advisors, Inc.5,001$1.27M0.85%
Integrity Investment Advisors, LLC3,286$1.23M1.13%
Wakefield Asset Management LLLP3,278$1.23M0.37%

Sold out (166)

Institutions that held Microsoft Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 166 by value.

Institutions that sold out of MSFT in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Ursa Fund Management, LLC1,008,500$425.1M
Intermede Investment Partners Ltd618,545$260.7M
Susquehanna Advisors Group, Inc.610,000$257.1M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV591,835$251.4M
Polar Asset Management Partners Inc.463,400$195.3M
Evergreen Quality Fund GP, Ltd.413,701$174.4M
Trivest Advisors Ltd365,000$153.8M
Boston Private Wealth LLC331,078$139.5M
Alphadyne Asset Management LP266,793$112.5M
XN LP265,320$111.8M
Scge Management, L.P.249,000$105.0M
Canada Post Corp Registered Pension Plan247,059$104.1M
Park Avenue Securities LLC238,354$100.5M
Bain Capital Public Equity Management II, LLC229,978$96.9M
Oribel Capital Management, LP216,600$91.3M
Steadfast Capital Management LP204,600$86.2M
Boussard & Gavaudan Investment Management LLP167,756$71.3M
Soma Equity Partners LP162,644$68.6M
Anatole Investment Management Ltd107,649$45.4M
Glenview Capital Management, LLC103,649$43.7M
WMS Partners, LLC101,575$42.8M
Wim Investment Management Ltd99,241$41.8M
Polaris Capital Management, LLC94,826$40.0M
Newbrook Capital Advisors LP86,360$36.4M
Crestline Management, LP70,464$29.7M
Headlands Technologies LLC68,820$29.0M
Rit Capital Partners PLC68,000$28.6M
Twinbeech Capital LP60,603$25.5M
Proequities, Inc.57,131$25.5M
Cable Car Capital LLC60,000$25.3M
Ardmore Road Asset Management LP60,000$25.3M
Engineers Gate Manager LP56,164$23.7M
CloudAlpha Capital Management Limited/Hong Kong56,010$23.6M
Soros Fund Management LLCSuperinvestorSoros Fund Management53,287$22.5M
Pinnacle Investment Management Ltd52,350$22.1M
J. Goldman & Co LP51,502$21.7M
Grand Jean Capital Management Inc51,127$21.6M
GFS Advisors, LLC49,359$20.8M
Laurion Capital Management LP45,629$19.2M
Nkcfo LLC44,825$18.9M
FFG Partners, LLC41,797$17.6M
Headwater Capital Co Ltd38,000$16.0M
Maytus Capital Management, LLC32,500$13.7M
Telemark Asset Management, LLC30,000$12.6M
Bornite Capital Management LP30,000$12.6M
Quantitative Investment Management, LLC29,826$12.6M
Barometer Capital Management Inc.27,604$12.3M
Concentric Capital Strategies, LP26,780$11.3M
Pinpoint Asset Management Ltd26,767$11.3M
Flow Traders U.S. LLC26,195$11.0M
Wealth High Governance Capital Ltda24,962$10.5M
Sandler Capital Management23,754$10.0M
Cramer Rosenthal McGlynn LLC22,317$9.41M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)22,000$9.27M
Harber Asset Management LLC21,500$9.06M
Alta Park Capital, LP21,075$8.88M
Teza Capital Management LLC20,751$8.75M
Point72 Hong Kong Ltd20,012$8.44M
Promethos Capital, LLC19,530$8.23M
Myriad Asset Management US LP19,477$8.21M
Coppell Advisory Solutions LLC18,489$7.85M
Helios Capital Management Pte. Ltd18,125$7.64M
Kingdon Capital Management, L.L.C.18,000$7.59M
FengHe Fund Management Pte. Ltd.17,700$7.46M
Owl Creek Asset Management, L.P.15,829$6.67M
Mizuho Markets Cayman LP14,466$6.10M
Spartan Planning & Wealth Management13,638$5.75M
SIH Partners, LLLP13,139$5.54M
XTX Topco Ltd12,433$5.24M
Franchise Capital Ltd11,180$4.71M
Angeles Investment Advisors, LLC11,091$4.67M
Panoramic Capital, LLC11,035$4.65M
Polymer Capital Management (HK) LTD10,897$4.59M
Centered Wealth LLC dba Miller Equity Capital Advisors10,625$4.48M
Arvin Capital Management LP9,918$4.18M
Shay Capital LLC9,750$4.11M
Bain Capital Public Equity, LP9,438$3.98M
Sheets Smith Investment Management8,621$3.63M
Octahedron Capital Management L.P.7,600$3.20M
Legacy Advisory Services, LLC7,110$3.00M
O'Dell Group, LLC6,420$2.71M
Breakthru Advisory Services, LLC5,548$2.34M
Dalton Investments LLC5,400$2.28M
Qsemble Capital Management, LP5,108$2.15M
Albar Capital Partners LLP5,021$2.12M
Advent Capital Management5,000$2.11M
Intrepid Family Office LLC5,000$2.11M
Privium Fund Management B.V.5,000$2.11M
Sonnipe Ltd5,000$2.11M
Virtus Investment Advisers, Inc.4,789$2.02M
Taika Capital, LP4,712$1.99M
Bridgefront Capital, LLC4,520$1.91M
Accredited Investor Services, LLC4,341$1.83M
Value Star Asset Management (Hong Kong) Ltd4,000$1.69M
Yost Capital Management, LP3,970$1.67M
Sovereign Investment Advisors, LLC3,962$1.67M
Family Wealth Group, LLC3,904$1.65M
Two Sigma Securities, LLC3,674$1.55M
Abc Arbitrage SA3,540$1.49M
Colrain Capital LLC3,475$1.46M

Not filed for Q1 2025 yet (96)

Institutions that held Microsoft Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSFT in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC50,430,424$21.3B
Swedbank AB14,090,753$5.94B
Boston Financial Mangement LLC384,474$162.1M
Wetherby Asset Management Inc229,619$96.8M
Natixis Investment Managers International175,870$74.1M
Global Retirement Partners, LLC148,268$62.5M
Madison Investment Advisors, LLC147,855$62.3M
Eagle Ridge Investment Management121,281$51.1M
Strategic Wealth Partners, Ltd.98,947$40.6M
Merriman Wealth Management, LLC92,179$38.9M
Lake Street Advisors Group, LLC87,068$36.7M
River & Mercantile Asset Management LLP85,153$35.9M
Edge Capital Group, LLC84,803$35.7M
Avitas Wealth Management LLC83,620$35.2M
Vise Technologies, Inc.80,708$34.0M
Ashburton (Jersey) Ltd71,082$30.0M
Zions Bancorporation, N.A.70,832$29.9M
Buckingham Capital Management, Inc.63,147$26.6M
TrinityPoint Wealth, LLC59,028$24.9M
Two Point Capital Management, Inc.56,450$24.2M
Executive Wealth Management, LLC55,034$23.2M
HTLF Bank48,908$20.6M
Geller Advisors LLC46,296$19.5M
Hilltop National Bank45,790$19.3M
Wills Financial Group, Inc.40,678$17.1M
Chiron Investment Management, LLC35,948$15.2M
Caxton Associates LP32,810$13.8M
Stenger Family Office, LLC29,965$12.6M
Unionview, LLC26,362$11.1M
Bray Capital Advisors24,946$10.5M
Lakeview Capital Partners, LLC24,845$10.5M
Maxwell Wealth Strategies Inc.21,300$8.98M
Kolinsky Wealth Management, LLC20,909$8.81M
Dorchester Wealth Management Co20,723$8.73M
Private Portfolio Partners LLC20,652$8.70M
Montchanin Asset Management, LLC20,354$8.58M
SignalPoint Asset Management, LLC20,037$8.45M
Fairhaven Wealth Management, LLC19,849$8.37M
Carlson Capital Management18,097$7.63M
Northwest Bank & Trust Co17,730$7.51M
Gray Wealth Management Inc.16,179$6.82M
Sugarloaf Wealth Management, LLC16,046$6.76M
HBC Financial Services, PLLC16,041$6.76M
Thompson David Blair15,547$6.55M
Private Capital Management LLC15,402$6.49M
Fernwood Investment Management, LLC13,023$5.49M
Chapman Financial Group, LLC12,730$5.37M
Financial Gravity Companies, Inc.19,098$5.11M
Cornerstone Planning, LLC11,435$4.82M
Wellington Wealth Strategies, LLC.11,696$4.80M
Capstone Triton Financial Group, LLC11,300$4.76M
Peninsula Wealth, LLC10,954$4.62M
Campbell Wealth Management10,724$4.52M
Oliver Lagore Vanvalin Investment Group10,701$4.51M
WR Wealth Planners, LLC10,349$4.36M
Keene & Associates, Inc.10,151$4.28M
Oxford Wealth Group, LLC9,834$4.15M
Dechtman Wealth Management, LLC8,985$3.79M
Criterion Capital Advisors, LLC8,106$3.62M
Southern Style Financial, Inc.8,125$3.43M
Compass Investment Advisers LLC7,988$3.37M
Northcape Capital Pty Ltd7,898$3.33M
Truxt Investmentos Ltda.7,572$3.22M
Triton Wealth Management, PLLC7,052$2.96M
Wintrust Investments LLC6,998$2.95M
Cassady Schiller Wealth Management, LLC6,975$2.94M
Mosley Wealth Management6,089$2.69M
Maiden Cove Capital, LLC6,072$2.56M
Kiely Wealth Advisory Group, Inc.5,970$2.46M
Lantern Wealth Advisors, LLC5,819$2.45M
Sterling Wealth Management, Inc.5,779$2.44M
Arrowroot Family Office, LLC5,564$2.35M
Legacy Capital Wealth Management, LLC5,186$2.19M
GG Group Ventures, LLC5,176$2.18M
EPIQ Capital Group, LLC5,026$2.12M
Householder Group Estate & Retirement Specialist, LLC5,019$2.12M
Kades & Cheifetz LLC4,802$2.02M
Blue Capital, Inc.4,744$2.00M
Coordinated Financial Services, Inc.4,258$1.79M
Hart & Patterson Financial Group LLC3,759$1.58M
Anchor Pointe Wealth Management, LLC3,592$1.53M
Passumpsic Savings Bank2,937$1.24M
Stevard, LLC2,547$1.07M
Signify Wealth2,211$932.0K
RE Dickinson Investment Advisors, LLC2,130$897.7K
TAP Consulting, LLC2,085$878.9K
Strathmore Capital Advisors, Inc.1,567$660.5K
AlphaMark Advisors, LLC1,173$494.0K
Riggs Capital Management LLC1,157$487.7K
Legacy Investment Solutions, LLC1,137$465.9K
Atlas Financial Advisors, Inc.1,060$446.8K
Access Investment Management LLC590$248.7K
Chartist Inc539$227.0K
Hanseatic Management Services Inc508$214.1K
Daner Wealth Management, LLC506$210.0K
Sanctuary Wealth Management, L.L.C.443$186.7K