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; 6,247 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, Q1 2025
Institutional positions in Microsoft Corp as of Mar 31, 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
- 5,776
- −4 vs. Q4 2024
- Shares held
- 5.37B
- +73.3M (+1.4%) vs. Q4 2024
- Total value
- $2.01T
- −$216.7B (−9.7%) vs. Q4 2024
- New holders
- 162
- 2,650 more added
- Sold out
- 166
- 2,612 more reduced
96 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | 6,247 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridge Generations Wealth Management LLC | 7 | $2.63K | 0.00% | +6+600.0% | Added |
| Demars Financial Group, LLC | 1,203,083 | $3.21K | 0.09% | +379,098+46.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $3.75K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 15 | $5.68K | 0.00% | −15,147−99.9% | Reduced |
| Longfellow Investment Management Co LLC | 39 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 56 | $21.0K | 0.02% | −18−24.3% | Reduced |
| Richardson Capital Management LLC | 64 | $24.2K | 0.02% | +44+220.0% | Added |
| Newton One Investments LLC | 75 | $28.2K | 0.01% | +30+66.7% | Added |
| SIMA Wealth Partners, LLC | 80 | $30.1K | 0.03% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 83 | $31.2K | 0.03% | −35−29.7% | Reduced |
| Fiduciary Advisors, Inc. | 90 | $33.9K | 0.03% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 95 | $36.3K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 97 | $36.7K | 2.10% | −75−43.6% | Reduced |
| Avondale Wealth Management | 110 | $41.3K | 0.03% | 00.0% | Unchanged |
| Value Aligned Research Advisors, LLC | 120 | $45.0K | 0.00% | −262−68.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 140 | $52.6K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 145 | $54.4K | 0.11% | −938−86.6% | Reduced |
| Insight Financial Services | 150 | $56.6K | 0.05% | +50+50.0% | Added |
| ROSS\JOHNSON & Associates LLC | 156 | $58.6K | 1.00% | +95+155.7% | Added |
| Carolina Wealth Advisors, LLC | 162 | $60.8K | 0.03% | −37−18.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 165 | $61.9K | 0.03% | −15−8.3% | Reduced |
| Wells Financial Advisors INC | 170 | $63.8K | 0.09% | 00.0% | Unchanged |
| Gleason Group, Inc. | 191 | $71.5K | 0.01% | +1+0.5% | Added |
| HFM Investment Advisors, LLC | 195 | $73.1K | 0.04% | +195 | New |
| Bellevue Group AG | 203 | $76.2K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 208 | $78.0K | 0.00% | +104+100.0% | Added |
| Horizon Financial Services, LLC | 208 | $78.1K | 0.04% | +44+26.8% | Added |
| Kessler Investment Group, LLC | 215 | $80.7K | 0.04% | −11,409−98.2% | Reduced |
| Bare Financial Services, Inc | 217 | $81.5K | 0.03% | 00.0% | Unchanged |
| Navigoe, LLC | 232 | $87.0K | 0.08% | −112−32.6% | Reduced |
| Anderson Financial Strategies, LLC | 238 | $89.3K | 0.05% | +200+526.3% | Added |
| Cooksen Wealth, LLC | 229 | $96.3K | 0.10% | +229 | New |
| Ecofi Investissements SA | 350 | $112.3K | 0.07% | +350 | New |
| Clear Street Markets LLC | 300 | $112.6K | 0.08% | +300 | New |
| Family CFO Inc | 310 | $116.4K | 0.06% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 315 | $118.2K | 0.27% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 322 | $121.2K | 0.07% | −255−44.2% | Reduced |
| Quest Partners LLC | 323 | $121.3K | 0.01% | −2,219−87.3% | Reduced |
| PMV Capital Advisers, LLC | 339 | $127.3K | 0.31% | +1+0.3% | Added |
| Mizuho Securities Co. Ltd. | 340 | $127.6K | 1.51% | −80−19.0% | Reduced |
| Midwest Capital Advisors, LLC | 345 | $129.4K | 0.08% | +1+0.3% | Added |
| Luminist Capital LLC | 377 | $144.2K | 0.16% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 323 | $144.4K | 0.09% | +44+15.8% | Added |
| Evolution Advisers, Inc. | 390 | $146.0K | 0.08% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 401 | $150.5K | 0.12% | +10+2.6% | Added |
| Disciplined Equity Management, Inc. | 430 | $161.4K | 0.11% | 00.0% | Unchanged |
| Fairway Wealth LLC | 447 | $167.8K | 0.06% | +299+202.0% | Added |
| Your Advocates Ltd., LLP | 464 | $174.2K | 0.07% | +10+2.2% | Added |
| Kings Path Partners LLC | 465 | $174.6K | 0.09% | −6−1.3% | Reduced |
| POM Investment Strategies, LLC | 466 | $174.9K | 0.20% | −2,480−84.2% | Reduced |
| Atlantic Private Wealth, LLC | 509 | $190.9K | 0.14% | +26+5.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 509 | $191.1K | 0.11% | −1,668−76.6% | Reduced |
| Waypoint Wealth Partners Inc. | 533 | $200.1K | 0.06% | −1,127−67.9% | Reduced |
| Innovative Advisory Group, LLC | 533 | $200.2K | 0.19% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 534 | $200.5K | 0.02% | −31−5.5% | Reduced |
| Midwest Financial Network, LLC | 539 | $202.4K | 0.20% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 541 | $203.1K | 0.01% | −8,560−94.1% | Reduced |
| Horizon Advisory Services, Inc. | 541 | $203.1K | 0.11% | −26−4.6% | Reduced |
| Family Investment Center, Inc. | 543 | $203.8K | 0.05% | −1,816−77.0% | Reduced |
| Shariaportfolio, Inc. | 544 | $204.2K | 0.11% | −109−16.7% | Reduced |
| Stonehearth Capital Management, LLC | 546 | $205.0K | 0.08% | −57−9.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 548 | $205.7K | 0.20% | +548 | New |
| Mountain Hill Investment Partners Corp. | 548 | $205.7K | 0.20% | −40−6.8% | Reduced |
| Schulz Wealth, LTD. | 549 | $206.1K | 0.16% | −17−3.0% | Reduced |
| Western Financial Corp | 552 | $207.1K | 0.12% | −858−60.9% | Reduced |
| Consultiva Wealth Management, Corp. | 552 | $207.2K | 0.71% | +150+37.3% | Added |
| Theory Financial LLC | 562 | $211.0K | 0.09% | 00.0% | Unchanged |
| Capital CS Group, LLC | 564 | $211.7K | 0.36% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 567 | $212.8K | 0.14% | +567 | New |
| Laurel Wealth Planning LLC | 568 | $213.2K | 0.14% | 00.0% | Unchanged |
| Vestment Financial LLC | 559 | $213.5K | 0.15% | −62−10.0% | Reduced |
| Global Value Investment Corp. | 569 | $213.5K | 0.28% | +17+3.1% | Added |
| Share Andrew L. | 575 | $215.8K | 0.16% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 577 | $216.0K | 0.06% | −135−19.0% | Reduced |
| Gainplan LLC | 579 | $217.4K | 0.14% | −437−43.0% | Reduced |
| Prudent Man Investment Management, Inc. | 520 | $219.1K | 0.12% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 584 | $219.2K | 0.05% | −69−10.6% | Reduced |
| Life Planning Partners, Inc | 591 | $221.8K | 0.20% | +51+9.4% | Added |
| Cornerstone Management, Inc. | 597 | $224.1K | 0.04% | −11−1.8% | Reduced |
| Unconventional Investor, LLC | 599 | $224.9K | 0.13% | −5−0.8% | Reduced |
| Cambridge Capital Management, LLC | 599 | $225.0K | 0.14% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 600 | $225.0K | 0.28% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 600 | $225.2K | 0.35% | −80−11.8% | Reduced |
| Conquis Financial LLC | 600 | $225.2K | 0.23% | −30−4.8% | Reduced |
| BlueCrest Capital Management Ltd | 600 | $225.2K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 601 | $225.6K | 0.17% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 604 | $226.7K | 0.06% | +9+1.5% | Added |
| Outfitter Financial LLC | 605 | $227.1K | 0.20% | −30−4.7% | Reduced |
| Luken Investment Analytics, LLC | 608 | $228.2K | 0.11% | −6−1.0% | Reduced |
| Grunden Financial Advisory, Inc. | 611 | $229.1K | 0.11% | +2+0.3% | Added |
| Arrien Investments, Inc. | 612 | $229.7K | 0.16% | −46−7.0% | Reduced |
| Holcombe Financial, Inc. | 614 | $230.5K | 0.19% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 616 | $231.0K | 0.06% | +616 | New |
| Standard Family Office LLC | 616 | $231.2K | 0.30% | −465−43.0% | Reduced |
| William Howard & Co Financial Advisors Inc | 616 | $231.3K | 0.22% | +616 | New |
| Gunderson Capital Management Inc. | 621 | $233.2K | 0.15% | −21,767−97.2% | Reduced |
| HBK Investments L P | 622 | $233.5K | 0.00% | +622 | New |
| Crosspoint Financial, LLC | 626 | $235.0K | 0.68% | +626 | New |
| Ellerson Group Inc | 631 | $236.9K | 0.19% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 632 | $237.2K | 0.15% | +632 | New |