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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 3,404 | $1.28M | 0.64% | +233+7.3% | Added |
| Genus Capital Management Inc. | 3,406 | $1.28M | 0.19% | +3,406 | New |
| Keystone Financial Services | 3,421 | $1.28M | 0.49% | +658+23.8% | Added |
| Cornercap Investment Counsel Inc | 3,424 | $1.29M | 0.67% | −44−1.3% | Reduced |
| Presilium Private Wealth, LLC | 3,424 | $1.29M | 0.29% | −149−4.2% | Reduced |
| Vantage Point Financial LLC | 3,427 | $1.29M | 0.65% | +562+19.6% | Added |
| Capital A Wealth Management, LLC | 3,428 | $1.29M | 1.35% | −58−1.7% | Reduced |
| IMPACTfolio, LLC | 3,431 | $1.29M | 0.68% | −415−10.8% | Reduced |
| Echo Wealth Management, LLC | 3,434 | $1.29M | 0.87% | +105+3.2% | Added |
| Brio Consultants, LLC | 3,435 | $1.29M | 0.20% | +47+1.4% | Added |
| Ackerman Capital Advisors, LLC | 3,438 | $1.29M | 0.34% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3,440 | $1.29M | 0.16% | +145+4.4% | Added |
| North Capital, Inc. | 3,448 | $1.29M | 1.22% | +3,448 | New |
| Client 1st Advisory Group, LLC | 3,473 | $1.30M | 0.51% | +565+19.4% | Added |
| Westfuller Advisors, LLC | 3,477 | $1.31M | 0.87% | +444+14.6% | Added |
| Better Money Decisions, LLC | 3,477 | $1.31M | 0.87% | +718+26.0% | Added |
| Seneca Financial Advisors LLC | 3,483 | $1.31M | 0.63% | −75−2.1% | Reduced |
| Wade Financial Advisory, Inc | 3,484 | $1.31M | 0.45% | +29+0.8% | Added |
| SWS Partners | 3,487 | $1.31M | 0.43% | +249+7.7% | Added |
| Richwood Investment Advisors, LLC | 3,488 | $1.31M | 1.11% | +604+20.9% | Added |
| Veridan Wealth LLC | 3,489 | $1.31M | 0.59% | +70+2.0% | Added |
| Awm Capital, LLC | 3,500 | $1.31M | 0.15% | −66−1.9% | Reduced |
| Parkwoods Wealth Partners, LLC | 3,506 | $1.32M | 0.89% | +32+0.9% | Added |
| Coign Capital Advisors LLC | 3,514 | $1.32M | 1.01% | +121+3.6% | Added |
| Howard Wealth Management, LLC | 3,517 | $1.32M | 0.74% | −46−1.3% | Reduced |
| Cresta Advisors, Ltd. | 3,522 | $1.32M | 0.69% | +182+5.4% | Added |
| KilterHowling LLC | 3,020 | $1.32M | 0.86% | +2+0.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,521 | $1.32M | 0.90% | +740+26.6% | Added |
| Endeavor Private Wealth, Inc. | 3,527 | $1.32M | 0.72% | +3,128+784.0% | Added |
| ACT Advisors, LLC. | 3,530 | $1.33M | 0.72% | −291−7.6% | Reduced |
| Hobart Private Capital, LLC | 3,533 | $1.33M | 0.33% | +1,341+61.2% | Added |
| West Financial Advisors, LLC | 3,537 | $1.33M | 0.25% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 3,538 | $1.33M | 0.36% | −19−0.5% | Reduced |
| Croban | 3,541 | $1.33M | 1.22% | −30−0.8% | Reduced |
| Syverson Strege & Co | 3,543 | $1.33M | 0.43% | +1,802+103.5% | Added |
| Bernardo Wealth Planning LLC | 3,552 | $1.33M | 0.32% | −75−2.1% | Reduced |
| Narus Financial Partners, LLC | 3,551 | $1.33M | 0.45% | −468−11.6% | Reduced |
| Lionsbridge Wealth Management LLC | 3,559 | $1.34M | 1.19% | −731−17.0% | Reduced |
| Kooman & Associates | 3,568 | $1.34M | 0.49% | +220+6.6% | Added |
| Earnest Partners LLC | 3,569 | $1.34M | 0.01% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 3,595 | $1.35M | 0.52% | −361−9.1% | Reduced |
| Foundation Wealth Management, LLC | 3,598 | $1.35M | 1.06% | −327−8.3% | Reduced |
| Basepoint Wealth LLC | 3,599 | $1.35M | 1.06% | +347+10.7% | Added |
| Bay Capital Advisors, LLC | 3,602 | $1.35M | 1.13% | −344−8.7% | Reduced |
| Seascape Capital Management | 3,608 | $1.35M | 0.47% | −9−0.2% | Reduced |
| RFG Holdings, Inc. | 3,602 | $1.35M | 0.44% | +553+18.1% | Added |
| Deseret Mutual Benefit Administrators | 3,615 | $1.36M | 0.67% | +227+6.7% | Added |
| Tucker Asset Management LLC | 3,618 | $1.36M | 0.44% | −330−8.4% | Reduced |
| Warburton Capital Management, LLC | 3,636 | $1.36M | 0.99% | +1,003+38.1% | Added |
| Anthracite Investment Company, Inc. | 3,636 | $1.36M | 0.86% | −2,200−37.7% | Reduced |
| Planning Directions Inc | 3,648 | $1.37M | 0.59% | +814+28.7% | Added |
| Integrated Capital Management, LLC | 3,656 | $1.37M | 0.76% | +131+3.7% | Added |
| Guardian Financial Partners, LLC | 3,658 | $1.37M | 0.66% | −37−1.0% | Reduced |
| Options Solutions, LLC | 3,661 | $1.37M | 0.66% | −174−4.5% | Reduced |
| McNaughton Wealth Management, LLC | 3,674 | $1.38M | 0.67% | +531+16.9% | Added |
| Pingora Partners LLC | 3,685 | $1.38M | 1.03% | −175−4.5% | Reduced |
| Systematic Financial Management LP | 3,685 | $1.38M | 0.04% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,688 | $1.38M | 0.50% | −26−0.7% | Reduced |
| Nova R Wealth, Inc. | 3,690 | $1.39M | 0.69% | +124+3.5% | Added |
| Geometric Wealth Advisors | 3,694 | $1.39M | 0.24% | +103+2.9% | Added |
| Visionary Horizons, LLC | 3,694 | $1.39M | 0.98% | +216+6.2% | Added |
| Avant Financial Advisors LLC | 3,697 | $1.39M | 1.26% | −169−4.4% | Reduced |
| Brogan Financial, Inc. | 3,702 | $1.39M | 0.68% | +549+17.4% | Added |
| Acas, LLC | 3,289 | $1.40M | 1.06% | −321−8.9% | Reduced |
| Saxony Capital Management, LLC | 3,731 | $1.40M | 1.23% | −6−0.2% | Reduced |
| SilverOak Wealth Management LLC | 3,732 | $1.40M | 0.30% | +33+0.9% | Added |
| Tenon Financial LLC | 3,736 | $1.40M | 0.87% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 3,741 | $1.40M | 0.34% | −86−2.2% | Reduced |
| Zeit Capital LLC | 3,748 | $1.41M | 1.08% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,750 | $1.41M | 1.18% | +283+8.2% | Added |
| Financial Network Wealth Advisors LLC | 3,771 | $1.42M | 1.86% | +415+12.4% | Added |
| Index Fund Advisors, Inc. | 3,771 | $1.42M | 0.09% | −2,056−35.3% | Reduced |
| Tacita Capital Inc | 3,774 | $1.42M | 1.02% | +50+1.3% | Added |
| BIP Alliance, LLC | 3,775 | $1.42M | 0.60% | −103−2.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,782 | $1.42M | 0.68% | +7+0.2% | Added |
| FSC Wealth Advisors, LLC | 3,792 | $1.42M | 0.93% | +68+1.8% | Added |
| Defined Wealth Management, LLC | 3,793 | $1.42M | 0.96% | +77+2.1% | Added |
| Frazier Financial Advisors, LLC | 3,794 | $1.42M | 1.10% | +143+3.9% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,797 | $1.43M | 0.00% | +61+1.6% | Added |
| Sar Wealth Management Group, LLC | 3,810 | $1.43M | 0.96% | +3+0.1% | Added |
| Next Capital Management LLC | 3,818 | $1.43M | 0.69% | −308−7.5% | Reduced |
| Greenhouse Wealth Management, LLC | 3,820 | $1.43M | 1.07% | +6+0.2% | Added |
| Arcus Capital Partners, LLC | 3,827 | $1.44M | 0.58% | +82+2.2% | Added |
| BXM Wealth LLC | 3,821 | $1.44M | 1.73% | +627+19.6% | Added |
| Powell Investment Advisors, LLC | 3,835 | $1.44M | 0.71% | +316+9.0% | Added |
| Viewpoint Investment Partners Corp | 3,836 | $1.44M | 0.78% | +3,836 | New |
| Whitaker-Myers Wealth Managers, LTD. | 3,838 | $1.44M | 0.40% | −476−11.0% | Reduced |
| Ferguson Shapiro LLC | 3,843 | $1.44M | 0.54% | −21−0.5% | Reduced |
| Private Wealth Management Group, LLC | 3,844 | $1.44M | 0.53% | +162+4.4% | Added |
| Granite FO LLC | 3,846 | $1.44M | 0.82% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 3,847 | $1.44M | 0.55% | +239+6.6% | Added |
| Cadent Capital Advisors, LLC | 3,851 | $1.45M | 0.55% | −457−10.6% | Reduced |
| Gibson Capital, LLC | 3,861 | $1.45M | 0.31% | +126+3.4% | Added |
| Intelligence Driven Advisers, LLC | 3,862 | $1.45M | 0.28% | −96−2.4% | Reduced |
| Voisard Asset Management Group, Inc. | 3,864 | $1.45M | 0.42% | +2+0.1% | Added |
| IVC Wealth Advisors LLC | 3,867 | $1.45M | 0.78% | +1,133+41.4% | Added |
| Winebrenner Capital Management LLC | 3,870 | $1.45M | 1.31% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 3,872 | $1.45M | 1.16% | −166−4.1% | Reduced |
| Pitti Group Wealth Management, LLC | 3,877 | $1.46M | 1.49% | −33−0.8% | Reduced |
| Pachira Investments Inc. | 3,848 | $1.46M | 1.02% | −582−13.1% | Reduced |