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, 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 | 6,248 | $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, 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 |
|---|---|---|---|---|---|
| Blake Schutter Theil Wealth Advisors, LLC | 3,024 | $1.14M | 1.29% | −242−7.4% | Reduced |
| Lutz Financial Services LLC | 3,027 | $1.14M | 0.09% | −17−0.6% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,982 | $1.14M | 0.47% | +75+2.6% | Added |
| Cairn Investment Group, Inc. | 3,031 | $1.14M | 0.64% | +100+3.4% | Added |
| Kraematon Investment Advisors, Inc | 3,035 | $1.14M | 1.16% | +17+0.6% | Added |
| Schwartz Investment Counsel Inc | 3,045 | $1.14M | 0.04% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 3,052 | $1.15M | 1.14% | +37+1.2% | Added |
| Ipsen Advisor Group LLC | 3,060 | $1.15M | 0.99% | −23−0.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,067 | $1.15M | 1.74% | +3,067 | New |
| Wealthgarden F.S. LLC | 3,080 | $1.16M | 1.11% | +122+4.1% | Added |
| MBE Wealth Management, LLC | 3,080 | $1.16M | 0.55% | +825+36.6% | Added |
| Christensen, King & Associates Investment Services, Inc. | 2,928 | $1.16M | 0.55% | −11−0.4% | Reduced |
| Richmond Brothers, Inc. | 3,086 | $1.16M | 0.73% | −74−2.3% | Reduced |
| Fortune 45 LLC | 3,088 | $1.16M | 0.76% | +238+8.4% | Added |
| LifePlan Investment Advisors, Inc. | 3,091 | $1.16M | 0.67% | −108−3.4% | Reduced |
| Alpha Advisors, LLC | 3,094 | $1.16M | 1.01% | +56+1.8% | Added |
| Williams & Novak, LLC | 3,046 | $1.16M | 1.14% | +500+19.6% | Added |
| Magnetar Financial LLC | 3,108 | $1.17M | 0.02% | +2,292+280.9% | Added |
| Wealthcare Capital Management LLC | 3,118 | $1.17M | 0.12% | +484+18.4% | Added |
| Magnolia Wealth Management, LLC | 3,119 | $1.17M | 0.84% | −352−10.1% | Reduced |
| Uhlmann Price Securities, LLC | 3,118 | $1.17M | 0.86% | −100−3.1% | Reduced |
| Nova Wealth Management, Inc. | 3,122 | $1.17M | 1.01% | −32−1.0% | Reduced |
| Elite Life Management LLC | 3,123 | $1.17M | 3.66% | −129−4.0% | Reduced |
| HighMark Wealth Management LLC | 3,137 | $1.17M | 0.69% | −32−1.0% | Reduced |
| Trinity Wealth Management, LLC | 3,128 | $1.17M | 0.54% | −18−0.6% | Reduced |
| Aufman Associates Inc | 3,134 | $1.18M | 0.81% | −23−0.7% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.18M | 0.28% | 00.0% | Unchanged |
| Element Wealth, LLC | 3,149 | $1.18M | 0.63% | −116−3.6% | Reduced |
| WorthPointe, LLC | 3,149 | $1.18M | 0.54% | −11−0.3% | Reduced |
| Instrumental Wealth, LLC | 3,020 | $1.18M | 1.07% | +386+14.7% | Added |
| James Reed Financial Services, Inc. | 3,161 | $1.19M | 1.32% | −12−0.4% | Reduced |
| Sightline Wealth Advisors, LLC | 3,161 | $1.19M | 0.63% | +2+0.1% | Added |
| Cushing Capital Partners, LLC | 3,162 | $1.19M | 1.07% | +384+13.8% | Added |
| Matrix Private Capital Group LLC | 3,163 | $1.19M | 0.71% | −562−15.1% | Reduced |
| Arbor Wealth Advisors LLC | 3,163 | $1.19M | 1.06% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,166 | $1.19M | 0.52% | 00.0% | Unchanged |
| Botty Investors LLC | 3,166 | $1.19M | 0.39% | +568+21.9% | Added |
| SMART Wealth LLC | 3,167 | $1.19M | 0.43% | −100−3.1% | Reduced |
| Equita Financial Network, Inc. | 3,169 | $1.19M | 0.42% | +904+39.9% | Added |
| Asset Planning Corporation | 3,179 | $1.19M | 0.70% | −88−2.7% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,182 | $1.19M | 0.08% | +1,672+110.7% | Added |
| Second Half Financial Partners, LLC | 3,186 | $1.20M | 0.59% | +51+1.6% | Added |
| Plum Street Advisors, LLC | 3,187 | $1.20M | 0.58% | +146+4.8% | Added |
| Morris Financial Concepts, Inc. | 3,188 | $1.20M | 0.50% | +36+1.1% | Added |
| Wiser Wealth Management, Inc | 3,190 | $1.20M | 0.34% | +104+3.4% | Added |
| WESPAC Advisors, LLC | 3,193 | $1.20M | 0.98% | +28+0.9% | Added |
| Clarity Wealth Development LLC | 3,034 | $1.20M | 1.34% | +10+0.3% | Added |
| Copley Financial Group, Inc. | 3,202 | $1.20M | 0.92% | +136+4.4% | Added |
| Chiron Capital Management, LLC | 3,205 | $1.20M | 1.09% | +518+19.3% | Added |
| Global Wealth Strategies & Associates | 3,210 | $1.21M | 0.37% | +67+2.1% | Added |
| Miller Financial Services LLC | 3,211 | $1.21M | 1.73% | −1,786−35.7% | Reduced |
| REDW Wealth LLC | 3,214 | $1.21M | 0.45% | −4,545−58.6% | Reduced |
| Dougherty Wealth Advisers LLC | 3,215 | $1.21M | 0.89% | 00.0% | Unchanged |
| Hiley Hunt Wealth Management | 3,159 | $1.21M | 0.66% | −163−4.9% | Reduced |
| Wick Capital Partners, LLC | 3,224 | $1.21M | 0.36% | +153+5.0% | Added |
| Koa Wealth Management, LLC | 3,230 | $1.21M | 0.98% | −14−0.4% | Reduced |
| AJ Advisors, LLC | 3,234 | $1.21M | 0.62% | +536+19.9% | Added |
| Slocum, Gordon & Co LLP | 3,241 | $1.22M | 0.91% | −300−8.5% | Reduced |
| FORM Wealth Advisors, LLC | 3,246 | $1.22M | 0.17% | +3,246 | New |
| Causey Wealth LLC | 3,248 | $1.22M | 0.68% | +3+0.1% | Added |
| Post Resch Tallon Group Inc. | 3,222 | $1.22M | 1.25% | −63−1.9% | Reduced |
| Harvest Investment Services, LLC | 3,259 | $1.22M | 0.34% | +79+2.5% | Added |
| Astra Wealth Partners LLC | 3,259 | $1.22M | 1.17% | +207+6.8% | Added |
| Shelton Wealth Management, LLC | 3,260 | $1.22M | 0.70% | +42+1.3% | Added |
| Wallace Capital Management Inc. | 3,262 | $1.22M | 0.16% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 3,271 | $1.23M | 2.44% | +269+9.0% | Added |
| Financial Guidance Group, Inc. | 3,275 | $1.23M | 0.66% | +182+5.9% | Added |
| Flywheel Private Wealth LLC | 3,275 | $1.23M | 1.12% | −90−2.7% | Reduced |
| Wakefield Asset Management LLLP | 3,278 | $1.23M | 0.37% | +3,278 | New |
| Sprinkle Financial Consultants LLC | 3,279 | $1.23M | 0.78% | +337+11.5% | Added |
| Integrity Investment Advisors, LLC | 3,286 | $1.23M | 1.13% | +3,286 | New |
| Keeler Thomas Management LLC | 3,286 | $1.23M | 0.60% | −4,154−55.8% | Reduced |
| Kuhn & Co Investment Counsel | 3,286 | $1.23M | 1.04% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 3,287 | $1.23M | 0.51% | −10,691−76.5% | Reduced |
| Parker Financial LLC | 3,297 | $1.24M | 0.60% | +4+0.1% | Added |
| Ofc Financial Planning, LLC | 3,298 | $1.24M | 1.40% | −463−12.3% | Reduced |
| OMNI 360 Wealth, Inc. | 3,305 | $1.24M | 0.83% | −112−3.3% | Reduced |
| Opus Capital Group, LLC | 3,306 | $1.24M | 0.16% | +350+11.8% | Added |
| Kelman-Lazarov, Inc. | 3,307 | $1.24M | 0.23% | +285+9.4% | Added |
| Sageworth Trust Co | 3,310 | $1.24M | 0.08% | −122−3.6% | Reduced |
| Birmingham Capital Management Co Inc | 3,310 | $1.24M | 0.47% | +430+14.9% | Added |
| Forthright Family Wealth Advisory LLC | 3,311 | $1.24M | 0.82% | −29−0.9% | Reduced |
| One + One Wealth Management, LLC | 3,313 | $1.24M | 0.68% | +110+3.4% | Added |
| FMB Wealth Management | 3,314 | $1.24M | 0.69% | +11+0.3% | Added |
| Diversified Portfolios, Inc. | 3,314 | $1.24M | 0.13% | −1,241−27.2% | Reduced |
| Verus Financial Partners, Inc. | 3,244 | $1.25M | 0.14% | +121+3.9% | Added |
| Edge Financial Advisors LLC | 3,337 | $1.25M | 0.79% | −172−4.9% | Reduced |
| Sage Investment Counsel LLC | 3,339 | $1.25M | 1.59% | −10−0.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,343 | $1.25M | 0.91% | −22−0.7% | Reduced |
| Seven Springs Wealth Group, LLC | 3,347 | $1.26M | 0.45% | +606+22.1% | Added |
| Range Financial Group LLC | 3,350 | $1.26M | 0.56% | +23+0.7% | Added |
| Camelot Portfolios, LLC | 3,350 | $1.26M | 0.78% | +2,658+384.1% | Added |
| Yoder Wealth Management, Inc. | 3,351 | $1.26M | 0.71% | −27−0.8% | Reduced |
| Rather & Kittrell, Inc. | 3,356 | $1.26M | 0.27% | +33+1.0% | Added |
| Bear Mountain Capital, Inc. | 3,199 | $1.26M | 0.49% | +953+42.4% | Added |
| Diker Management LLC | 3,362 | $1.26M | 1.51% | −30−0.9% | Reduced |
| Blueshift Asset Management, LLC | 3,371 | $1.27M | 0.50% | +107+3.3% | Added |
| McClarren Financial Advisors, Inc. | 5,001 | $1.27M | 0.85% | +5,001 | New |
| Tanglewood Legacy Advisors, LLC | 3,403 | $1.28M | 0.56% | −29−0.8% | Reduced |
| Insight 2811, Inc. | 3,403 | $1.28M | 0.65% | −73−2.1% | Reduced |