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 |
|---|---|---|---|---|---|
| Mountain Capital Investment Advisors, Inc | 3,766 | $1.46M | 0.31% | +206+5.8% | Added |
| Inspire Advisors, LLC | 3,892 | $1.46M | 0.17% | +1,017+35.4% | Added |
| JBR Co Financial Management Inc | 3,894 | $1.46M | 0.86% | +478+14.0% | Added |
| Black Point Wealth Management | 3,896 | $1.46M | 8.46% | −41,499−91.4% | Reduced |
| Quantum Financial Planning Services, Inc. | 3,896 | $1.46M | 0.80% | +1,993+104.7% | Added |
| Redwood Financial Network Corp | 3,900 | $1.46M | 1.11% | +192+5.2% | Added |
| Creative Capital Management Investments LLC | 3,911 | $1.47M | 0.57% | +18+0.5% | Added |
| Blossom Wealth Management | 3,912 | $1.47M | 2.95% | −601−13.3% | Reduced |
| Single Point Partners, LLC | 3,912 | $1.47M | 0.34% | +736+23.2% | Added |
| Wealth Management Nebraska | 3,914 | $1.47M | 0.22% | +1,089+38.5% | Added |
| Sharp Financial Services, LLC | 3,929 | $1.47M | 1.13% | +1,363+53.1% | Added |
| Battery Global Advisors, LLC | 3,933 | $1.48M | 0.82% | +2+0.1% | Added |
| Von Berge Wealth Management Group, LLC | 3,813 | $1.48M | 0.95% | −249−6.1% | Reduced |
| Burr Financial Services, LLC | 3,946 | $1.48M | 1.16% | −1,300−24.8% | Reduced |
| Centricity Wealth Management, LLC | 3,958 | $1.49M | 1.35% | 00.0% | Unchanged |
| Promethium Advisors,llc | 3,960 | $1.49M | 0.95% | −1,148−22.5% | Reduced |
| HMV Wealth Advisors, LLC | 3,965 | $1.49M | 1.18% | −634−13.8% | Reduced |
| Pinnacle Wealth Management, LLC | 3,965 | $1.49M | 1.68% | −1,431−26.5% | Reduced |
| Santori & Peters | 3,965 | $1.49M | 0.60% | +113+2.9% | Added |
| Castlekeep Investment Advisors LLC | 3,970 | $1.49M | 0.77% | +84+2.2% | Added |
| Armbruster Capital Management, Inc. | 3,974 | $1.49M | 0.30% | −46−1.1% | Reduced |
| Worth Asset Management, LLC | 3,974 | $1.49M | 0.81% | −20−0.5% | Reduced |
| Ogorek Anthony Joseph | 3,988 | $1.50M | 0.49% | −1,673−29.6% | Reduced |
| Hardin Capital Partners, LLC | 3,990 | $1.50M | 0.92% | +72+1.8% | Added |
| Family Firm, Inc. | 3,998 | $1.50M | 0.34% | −33,476−89.3% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.50M | 0.43% | 00.0% | Unchanged |
| Jones Road Capital Management, L.P. | 4,000 | $1.50M | 1.07% | +4,000 | New |
| William B. Walkup & Associates, Inc. | 4,001 | $1.50M | 0.92% | +562+16.3% | Added |
| Columbia River Financial Group, LLC | 4,006 | $1.50M | 1.01% | −6−0.1% | Reduced |
| Profit Investment Management, LLC | 4,012 | $1.51M | 1.40% | −471−10.5% | Reduced |
| Rebalance, LLC | 4,012 | $1.51M | 0.11% | −270−6.3% | Reduced |
| Katamaran Capital LLP | 4,014 | $1.51M | 1.96% | +546+15.7% | Added |
| Reston Wealth Management LLC | 4,017 | $1.51M | 0.61% | +37+0.9% | Added |
| OneAscent Investment Solutions LLC | 4,023 | $1.51M | 1.79% | +4,023 | New |
| Hartmann Taylor Wealth Management, LLC | 4,025 | $1.51M | 1.35% | +4,025 | New |
| Cascade Wealth Advisors, Inc | 3,920 | $1.51M | 1.05% | −30−0.8% | Reduced |
| Flagship Wealth Advisors, LLC | 4,029 | $1.51M | 0.64% | +999+33.0% | Added |
| BluePath Capital Management, LLC | 4,034 | $1.51M | 1.58% | −4,484−52.6% | Reduced |
| New Vernon Investment Management LLC | 4,042 | $1.52M | 2.03% | −4,508−52.7% | Reduced |
| Lakeshore Capital Group, Inc. | 4,048 | $1.52M | 1.47% | +184+4.8% | Added |
| Maven Securities LTD | 4,049 | $1.52M | 0.33% | −1,688−29.4% | Reduced |
| Wealth Watch Advisors, INC | 4,034 | $1.52M | 1.24% | −923−18.6% | Reduced |
| Gouws Capital LLC | 4,050 | $1.52M | 0.99% | +1,926+90.7% | Added |
| Georgetown University | 4,053 | $1.52M | 0.61% | +8+0.2% | Added |
| Towerpoint Wealth, LLC | 4,055 | $1.52M | 0.75% | −432−9.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,059 | $1.52M | 0.51% | 00.0% | Unchanged |
| jvl associates llc | 4,070 | $1.53M | 0.62% | −135−3.2% | Reduced |
| RHS Financial, LLC | 4,073 | $1.53M | 0.86% | +1,450+55.3% | Added |
| Ironwood Investment Management LLC | 4,075 | $1.53M | 0.83% | −9−0.2% | Reduced |
| Portfolio Strategies, Inc. | 4,076 | $1.53M | 0.24% | +97+2.4% | Added |
| Phocas Financial Corp. | 4,080 | $1.53M | 0.23% | −135−3.2% | Reduced |
| Panoramic Investment Advisors, LLC | 4,099 | $1.54M | 1.04% | +260+6.8% | Added |
| Coordinated Financial Services, Inc. | 4,099 | $1.54M | 1.18% | +4,099 | New |
| RMR Capital Management, LLC | 4,107 | $1.54M | 1.11% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 4,110 | $1.54M | 1.17% | +168+4.3% | Added |
| Wiser Advisor Group LLC | 4,113 | $1.54M | 2.28% | +160+4.0% | Added |
| PMG Wealth Management, Inc. | 4,117 | $1.55M | 1.64% | −4,603−52.8% | Reduced |
| Vista Investment Management | 4,119 | $1.55M | 0.60% | −145−3.4% | Reduced |
| Rodgers & Associates, LTD | 4,126 | $1.55M | 0.19% | −240−5.5% | Reduced |
| Verde Capital Management | 4,134 | $1.55M | 0.44% | +429+11.6% | Added |
| Alpha Zero LLC | 4,141 | $1.55M | 1.18% | −178−4.1% | Reduced |
| Willow Creek Wealth Management Inc. | 4,140 | $1.55M | 0.15% | +285+7.4% | Added |
| Tru Independence Asset Management 2, LLC | 4,153 | $1.56M | 1.17% | −397−8.7% | Reduced |
| Lockerman Financial Group, Inc. | 4,154 | $1.56M | 2.36% | −31−0.7% | Reduced |
| C M Bidwell & Associates Ltd | 4,157 | $1.56M | 0.94% | −168−3.9% | Reduced |
| Hofer & Associates. Inc | 4,162 | $1.56M | 1.06% | +63+1.5% | Added |
| Cyrus J. Lawrence, LLC | 4,166 | $1.56M | 5.92% | −83,999−95.3% | Reduced |
| Grove Street Fiduciary, LLC | 4,175 | $1.57M | 0.79% | +1,099+35.7% | Added |
| Peterson Wealth Advisors, LLC | 4,384 | $1.57M | 0.30% | +48+1.1% | Added |
| Trinity Financial Advisors LLC | 4,206 | $1.57M | 0.57% | +79+1.9% | Added |
| Austin Asset Management Co Inc | 4,190 | $1.57M | 0.33% | −1,008−19.4% | Reduced |
| CAP Partners, LLC | 4,199 | $1.58M | 1.14% | −330−7.3% | Reduced |
| Yoffe Investment Management, LLC | 4,199 | $1.58M | 2.32% | −10.0% | Reduced |
| Market Street Wealth Management Advisors LLC | 4,202 | $1.58M | 0.27% | +38+0.9% | Added |
| Crane Advisory, LLC | 4,063 | $1.58M | 0.29% | +4+0.1% | Added |
| M1 Capital Management LLC | 4,205 | $1.58M | 0.99% | −137−3.2% | Reduced |
| Capital Square, LLC | 4,205 | $1.58M | 0.93% | −719−14.6% | Reduced |
| Clear Investment Research, LLC | 4,212 | $1.58M | 2.11% | +151+3.7% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,214 | $1.58M | 0.41% | +78+1.9% | Added |
| Bell Investment Advisors, Inc | 4,215 | $1.58M | 0.29% | −21−0.5% | Reduced |
| Capasso Planning Partners LLC | 4,219 | $1.58M | 0.66% | −169−3.9% | Reduced |
| 1620 Investment Advisors, Inc. | 4,227 | $1.59M | 1.21% | −675−13.8% | Reduced |
| Strategic Equity Management | 4,228 | $1.59M | 0.67% | −159−3.6% | Reduced |
| Bridger Management, LLC | 4,230 | $1.59M | 0.79% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,239 | $1.59M | 0.46% | −198−4.5% | Reduced |
| Plan Group Financial, LLC | 4,242 | $1.59M | 0.57% | +3,029+249.7% | Added |
| Integrity Wealth Solutions LLC | 4,246 | $1.59M | 0.86% | −42−1.0% | Reduced |
| American Financial Advisors, LLC | 4,251 | $1.60M | 0.23% | −183−4.1% | Reduced |
| Illumine Investment Management, LLC | 4,255 | $1.60M | 1.31% | +8+0.2% | Added |
| Private Capital Advisors, Inc. | 4,259 | $1.60M | 0.19% | +20+0.5% | Added |
| Clayton Financial Group LLC | 4,261 | $1.60M | 0.59% | −27−0.6% | Reduced |
| Gridiron Partners, LLC | 4,265 | $1.60M | 1.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 4,267 | $1.60M | 0.84% | −47−1.1% | Reduced |
| Lakewood Asset Management LLC | 4,271 | $1.60M | 1.08% | −3,309−43.7% | Reduced |
| Rock Point Advisors, LLC | 4,272 | $1.60M | 0.49% | −25−0.6% | Reduced |
| Cambridge Financial Group, LLC | 4,262 | $1.61M | 0.68% | +81+1.9% | Added |
| Planning Center, Inc. | 4,289 | $1.61M | 0.19% | +249+6.2% | Added |
| Cedar Wealth Management, LLC | 4,297 | $1.61M | 0.57% | +114+2.7% | Added |
| Guidance Point Advisors, LLC | 4,299 | $1.61M | 0.46% | +5+0.1% | Added |
| Roble, Belko & Company, Inc | 4,300 | $1.61M | 0.26% | −868−16.8% | Reduced |