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
- 5,777
- −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
- 2,613 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 4,300 | $1.61M | 0.26% | −868−16.8% | Reduced |
| Kearns & Associates LLC | 4,300 | $1.61M | 1.05% | 00.0% | Unchanged |
| Saiph Capital, LLC | 4,300 | $1.61M | 0.77% | +38+0.9% | Added |
| Mayfair Advisory Group, LLC | 4,309 | $1.62M | 0.93% | −149−3.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 4,312 | $1.62M | 1.34% | −342−7.3% | Reduced |
| OxenFree Capital LLC | 4,511 | $1.62M | 1.23% | +22+0.5% | Added |
| Curtis Advisory Group, LLC | 4,319 | $1.62M | 0.48% | −6−0.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 4,320 | $1.62M | 0.12% | −805−15.7% | Reduced |
| Prairiewood Capital, LLC | 4,324 | $1.62M | 0.66% | −42−1.0% | Reduced |
| Main Management ETF Advisors, LLC | 4,326 | $1.62M | 0.11% | +4,326 | New |
| Eq Wealth Advisors, LLC | 4,327 | $1.62M | 1.29% | +20.0% | Added |
| Vance Wealth, Inc. | 4,327 | $1.62M | 0.61% | +521+13.7% | Added |
| Sierra Ocean, LLC | 4,332 | $1.63M | 1.28% | −128−2.9% | Reduced |
| Frederick Financial Consultants, LLC | 4,350 | $1.63M | 1.18% | +775+21.7% | Added |
| Covestor Ltd | 4,349 | $1.63M | 1.09% | −100−2.2% | Reduced |
| Gsa Capital Partners LLP | 4,356 | $1.64M | 0.15% | −18,001−80.5% | Reduced |
| Independent Family Office, LLC | 4,360 | $1.64M | 0.86% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 4,368 | $1.64M | 1.02% | +133+3.1% | Added |
| Continuum Wealth Advisors, LLC | 4,374 | $1.64M | 0.84% | −790−15.3% | Reduced |
| Corrigan Financial, Inc. | 4,391 | $1.65M | 0.34% | +6+0.1% | Added |
| Haven Private, LLC | 4,393 | $1.65M | 0.93% | +695+18.8% | Added |
| Client First Investment Management LLC | 4,400 | $1.65M | 1.12% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 4,401 | $1.65M | 1.25% | +740+20.2% | Added |
| Catalyst Private Wealth, LLC | 4,403 | $1.65M | 0.81% | +137+3.2% | Added |
| Gray Private Wealth, LLC | 4,411 | $1.66M | 1.00% | +1,496+51.3% | Added |
| Ironsides Asset Advisors, LLC | 4,414 | $1.66M | 0.49% | +500+12.8% | Added |
| Valued Retirements, Inc. | 4,416 | $1.66M | 2.18% | +121+2.8% | Added |
| Kelly Financial Services LLC | 4,418 | $1.66M | 0.58% | −37−0.8% | Reduced |
| Campbell Deegan Wealth Management, LLC | 4,418 | $1.66M | 1.91% | −330−7.0% | Reduced |
| Cravens & Co Advisors, LLC | 4,429 | $1.66M | 1.29% | +211+5.0% | Added |
| Hobbs Group Advisors, LLC | 4,429 | $1.66M | 0.63% | −734−14.2% | Reduced |
| Muirfield Wealth Advisors LLC | 4,445 | $1.67M | 1.42% | +18+0.4% | Added |
| XY Capital Ltd | 4,451 | $1.67M | 1.10% | −1,774−28.5% | Reduced |
| Hickory Asset Management, Inc. | 4,452 | $1.67M | 1.48% | −155−3.4% | Reduced |
| LVZ Advisors, Inc. | 4,461 | $1.67M | 0.22% | +132+3.0% | Added |
| Vertex Planning Partners, LLC | 4,463 | $1.68M | 0.37% | −38−0.8% | Reduced |
| Elios Financial Group Inc. | 4,471 | $1.68M | 0.83% | +118+2.7% | Added |
| PFG Private Wealth Management, LLC | 4,476 | $1.68M | 0.91% | −43−1.0% | Reduced |
| Strategic Financial Partners, Ltd. | 4,483 | $1.68M | 0.89% | −22−0.5% | Reduced |
| Essential Planning, LLC. | 4,486 | $1.68M | 0.68% | −79,572−94.7% | Reduced |
| Alexis Investment Partners, LLC | 4,472 | $1.69M | 0.81% | +6+0.1% | Added |
| Bayshore Asset Management, LLC | 4,490 | $1.69M | 0.84% | +27+0.6% | Added |
| Bosman Wealth Management, LLC | 4,498 | $1.69M | 1.71% | −7,633−62.9% | Reduced |
| Cowa, LLC | 4,504 | $1.69M | 0.72% | +300+7.1% | Added |
| Sage Advisors, LLC | 4,504 | $1.69M | 1.19% | +252+5.9% | Added |
| Hirtle Callaghan & Co LLC | 4,508 | $1.69M | 0.07% | −30,934−87.3% | Reduced |
| 4WEALTH Advisors, Inc. | 4,511 | $1.69M | 1.87% | +433+10.6% | Added |
| Code Waechter LLC | 4,514 | $1.70M | 1.39% | −410−8.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,520 | $1.70M | 0.96% | −55−1.2% | Reduced |
| Riverstone Advisors, LLC | 4,521 | $1.70M | 1.02% | −8−0.2% | Reduced |
| SK Wealth Management, LLC | 4,728 | $1.70M | 0.91% | +27+0.6% | Added |
| Thoma Capital Management LLC | 4,527 | $1.70M | 1.19% | −13−0.3% | Reduced |
| Cornerstone Planning Group LLC | 4,540 | $1.70M | 0.41% | +1,917+73.1% | Added |
| New England Asset Management Inc | 4,530 | $1.70M | 0.28% | +35+0.8% | Added |
| Readystate Asset Management LP | 4,531 | $1.70M | 0.09% | +4,531 | New |
| Unified Investment Management | 4,532 | $1.70M | 2.01% | −754−14.3% | Reduced |
| Marathon Trading Investment Management LLC | 4,536 | $1.70M | 0.90% | −195,500−97.7% | Reduced |
| Clarus Wealth Advisors | 4,365 | $1.70M | 0.91% | +717+19.7% | Added |
| ESG Planning | 4,547 | $1.71M | 1.13% | +601+15.2% | Added |
| Hanlon Investment Management, Inc. | 4,553 | $1.71M | 1.29% | −2,709−37.3% | Reduced |
| Barnes Wealth Management Group, Inc | 4,553 | $1.71M | 1.10% | +146+3.3% | Added |
| Good Steward Wealth Advisors,LLC | 4,556 | $1.71M | 1.56% | +4,556 | New |
| Cedar Mountain Advisors, LLC | 4,563 | $1.71M | 0.38% | −76−1.6% | Reduced |
| Helen Stephens Group, LLC | 4,567 | $1.71M | 0.49% | +90+2.0% | Added |
| Hanover Advisors Inc | 4,568 | $1.71M | 0.74% | −56−1.2% | Reduced |
| Brand Asset Management Group, Inc. | 4,569 | $1.72M | 0.72% | +65+1.4% | Added |
| Clune & Associates, Ltd. | 4,577 | $1.72M | 0.53% | −7−0.2% | Reduced |
| Sphera Funds Management Ltd. | 4,592 | $1.72M | 0.43% | −17,735−79.4% | Reduced |
| Account Management LLC | 4,595 | $1.72M | 1.90% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,596 | $1.73M | 1.29% | −48−1.0% | Reduced |
| PYA Waltman Capital, LLC | 4,605 | $1.73M | 0.54% | −22−0.5% | Reduced |
| Eclectic Associates Inc | 4,606 | $1.73M | 0.46% | +525+12.9% | Added |
| Womack Financial LLC | 4,607 | $1.73M | 1.58% | −43−0.9% | Reduced |
| Smart Portfolios, LLC | 4,608 | $1.73M | 1.88% | −5−0.1% | Reduced |
| Postrock Partners LLC | 4,610 | $1.73M | 0.86% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 4,613 | $1.73M | 2.00% | +63+1.4% | Added |
| Long Road Investment Counsel, LLC | 4,617 | $1.73M | 0.67% | +1,500+48.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,620 | $1.73M | 0.02% | −335−6.8% | Reduced |
| Fidato Wealth LLC | 4,625 | $1.74M | 1.33% | +15+0.3% | Added |
| M3 Advisory Group, LLC | 4,631 | $1.74M | 1.37% | −1,428−23.6% | Reduced |
| Prospect Financial Group LLC | 4,632 | $1.74M | 2.22% | +202+4.6% | Added |
| SFG Wealth Management, LLC. | 4,658 | $1.75M | 0.85% | −2,437−34.3% | Reduced |
| Momentous Wealth Management, Inc. | 4,660 | $1.75M | 1.24% | +462+11.0% | Added |
| Tobias Financial Advisors, Inc. | 4,664 | $1.75M | 0.34% | +326+7.5% | Added |
| Cypress Capital, LLC | 4,665 | $1.75M | 0.50% | −5−0.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,669 | $1.75M | 0.88% | −152−3.2% | Reduced |
| Sharpepoint LLC | 4,450 | $1.75M | 1.54% | −889−16.7% | Reduced |
| Vista Private Wealth Partners. LLC | 4,681 | $1.76M | 0.63% | +2,786+147.0% | Added |
| Endowment Wealth Management, Inc. | 4,689 | $1.76M | 1.13% | −11−0.2% | Reduced |
| Windsor Capital Management, LLC | 4,689 | $1.76M | 0.54% | −161−3.3% | Reduced |
| KRS Capital Management, LLC | 4,701 | $1.76M | 1.40% | −183−3.7% | Reduced |
| FSA Wealth Management LLC | 4,701 | $1.76M | 0.75% | +294+6.7% | Added |
| New Jersey Better Educational Savings Trust | 4,709 | $1.77M | 3.41% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 4,709 | $1.77M | 0.69% | +240+5.4% | Added |
| Future You Wealth LLC | 4,710 | $1.77M | 1.13% | −69−1.4% | Reduced |
| apricus wealth, LLC | 4,714 | $1.77M | 1.05% | +411+9.6% | Added |
| MN Wealth Advisors, LLC | 4,718 | $1.77M | 1.04% | +48+1.0% | Added |
| Comprehensive Wealth Management, LLC | 4,719 | $1.77M | 1.23% | +97+2.1% | Added |
| Elser Financial Planning, Inc | 4,719 | $1.77M | 2.45% | +109+2.4% | Added |
| Impact Investors, Inc | 4,720 | $1.77M | 1.38% | 00.0% | Unchanged |