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 |
|---|---|---|---|---|---|
| Wealth Advisors of Iowa, LLC | 4,729 | $1.78M | 0.76% | −50−1.0% | Reduced |
| Asset Planning,Inc | 4,732 | $1.78M | 1.39% | −22−0.5% | Reduced |
| Lord & Richards Wealth Management, LLC | 4,738 | $1.78M | 2.02% | +2,556+117.1% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,739 | $1.78M | 1.48% | +3+0.1% | Added |
| Retirement Guys Formula LLC | 4,741 | $1.78M | 0.88% | +818+20.9% | Added |
| Silver Oak Advisory Group, Inc. | 4,749 | $1.78M | 0.95% | −44−0.9% | Reduced |
| Latash Investments, LLC | 4,750 | $1.78M | 1.47% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 4,753 | $1.78M | 1.05% | −26−0.5% | Reduced |
| DMKC Advisory Services, LLC | 4,754 | $1.78M | 1.61% | −27−0.6% | Reduced |
| Financial Freedom, LLC | 4,761 | $1.79M | 1.03% | −98−2.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,770 | $1.79M | 0.23% | −16−0.3% | Reduced |
| GR Financial Group, LLC | 4,773 | $1.79M | 0.28% | +3,264+216.3% | Added |
| ASB Consultores, LLC | 4,778 | $1.79M | 1.17% | −5,335−52.8% | Reduced |
| SRN Advisors, LLC | 4,781 | $1.79M | 2.02% | −899−15.8% | Reduced |
| Cohen & Steers, Inc. | 4,790 | $1.80M | 0.00% | −1,082−18.4% | Reduced |
| UBS Oconnor LLC | 4,794 | $1.80M | 0.04% | −20,050−80.7% | Reduced |
| Selective Wealth Management, Inc. | 4,635 | $1.80M | 0.78% | +88+1.9% | Added |
| Planned Solutions, Inc. | 4,803 | $1.80M | 0.74% | +358+8.1% | Added |
| North Forty Two & Co. | 4,804 | $1.80M | 2.00% | −183−3.7% | Reduced |
| Curran Financial Partners, LLC | 4,807 | $1.80M | 0.44% | +351+7.9% | Added |
| Petix & Botte Co | 4,808 | $1.80M | 0.48% | −60−1.2% | Reduced |
| Tang Capital Management LLC | 4,825 | $1.81M | 0.10% | +1,412+41.4% | Added |
| Mainsail Asset Management, LLC | 4,829 | $1.81M | 1.24% | +262+5.7% | Added |
| Advanced Portfolio Management, LLC | 4,837 | $1.82M | 3.66% | −8,896−64.8% | Reduced |
| BlueChip Wealth Advisors LLC | 4,840 | $1.82M | 0.89% | +83+1.7% | Added |
| Mindset Wealth Management, LLC | 4,856 | $1.82M | 0.71% | +681+16.3% | Added |
| Pacific Center for Financial Services | 4,860 | $1.82M | 0.48% | −97−2.0% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 4,861 | $1.82M | 1.21% | −1,055−17.8% | Reduced |
| Cunning Capital Partners, LP | 4,862 | $1.82M | 1.16% | −28−0.6% | Reduced |
| Kraft, Davis & Associates, LLC | 4,991 | $1.83M | 0.59% | −99−1.9% | Reduced |
| Morling Financial Advisors, LLC | 4,865 | $1.83M | 0.63% | +1,822+59.9% | Added |
| Blalock Williams, LLC | 4,879 | $1.83M | 2.05% | +233+5.0% | Added |
| Curat Global, LLC | 4,880 | $1.83M | 2.23% | +4,880 | New |
| Nautilus Advisors LLC | 4,888 | $1.83M | 1.52% | −565−10.4% | Reduced |
| Pacific Sun Financial Corp | 4,891 | $1.84M | 1.04% | +520+11.9% | Added |
| Intelligent Financial Strategies | 4,897 | $1.84M | 0.96% | −808−14.2% | Reduced |
| MFA Wealth Services | 4,900 | $1.84M | 1.51% | −252−4.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 4,919 | $1.85M | 0.65% | −277−5.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,925 | $1.85M | 1.16% | −105−2.1% | Reduced |
| Broyhill Asset Management | 4,927 | $1.85M | 1.50% | −43−0.9% | Reduced |
| TriaGen Wealth Management LLC | 4,935 | $1.85M | 0.65% | −503−9.2% | Reduced |
| Private Client Services, LLC | 4,943 | $1.86M | 0.92% | −1,565−24.0% | Reduced |
| Rezny Wealth Management, Inc. | 4,943 | $1.86M | 0.48% | +564+12.9% | Added |
| Vista Investment Partners II, LLC | 4,949 | $1.86M | 1.03% | +314+6.8% | Added |
| Shulman DeMeo Asset Management LLC | 4,951 | $1.86M | 0.52% | +19+0.4% | Added |
| Impact Partnership Wealth, LLC | 4,951 | $1.86M | 0.40% | +14+0.3% | Added |
| Cottonwood Capital Advisors, LLC | 4,955 | $1.86M | 1.37% | −731−12.9% | Reduced |
| Blue Barn Wealth, LLC | 4,957 | $1.86M | 0.97% | +141+2.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4,962 | $1.86M | 0.26% | −340−6.4% | Reduced |
| Atwood & Palmer Inc | 4,964 | $1.86M | 0.13% | +363+7.9% | Added |
| Echo45 Advisors LLC | 4,967 | $1.86M | 1.25% | +195+4.1% | Added |
| Brooktree Capital Management | 4,977 | $1.87M | 1.40% | −1,912−27.8% | Reduced |
| Aspiring Ventures, LLC | 4,316 | $1.87M | 1.06% | +316+7.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,040 | $1.87M | 0.77% | +366+7.8% | Added |
| BayBridge Capital Group, LLC | 4,991 | $1.87M | 1.35% | +131+2.7% | Added |
| Eagle Harbor Asset Management Inc | 4,993 | $1.87M | 1.90% | −175−3.4% | Reduced |
| Soros Capital Management LLC | 4,996 | $1.88M | 0.48% | +4,996 | New |
| Opus Investment Management Inc | 5,000 | $1.88M | 1.34% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 5,000 | $1.88M | 0.79% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 5,000 | $1.88M | 2.29% | +5,000 | New |
| Avion Wealth | 4,456 | $1.88M | 0.48% | +9+0.2% | Added |
| Jacksonville Wealth Management, LLC | 5,010 | $1.88M | 1.85% | −50−1.0% | Reduced |
| Connective Portfolio Management, LLC | 5,019 | $1.88M | 6.36% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,022 | $1.89M | 0.92% | −10.0% | Reduced |
| Castleview Partners, LLC | 5,030 | $1.89M | 1.28% | −900−15.2% | Reduced |
| 4J Wealth Management LLC | 5,030 | $1.89M | 1.49% | +548+12.2% | Added |
| Tandem Financial, LLC | 5,033 | $1.89M | 2.06% | −4−0.1% | Reduced |
| Coyle Financial Counsel LLC | 5,034 | $1.89M | 0.58% | +1,748+53.2% | Added |
| Great Waters Wealth Management | 5,035 | $1.89M | 0.26% | −318−5.9% | Reduced |
| Aurora Private Wealth, Inc. | 5,052 | $1.90M | 1.51% | −569−10.1% | Reduced |
| Stordahl Capital Management, Inc. | 5,054 | $1.90M | 0.45% | +145+3.0% | Added |
| Tudor Financial Inc. | 5,062 | $1.90M | 1.14% | +20.0% | Added |
| National Wealth Management Group, LLC | 5,069 | $1.90M | 1.25% | +750+17.4% | Added |
| Austin Wealth Management, LLC | 4,915 | $1.90M | 0.38% | +2,013+69.4% | Added |
| Mainstay Capital Management LLC | 5,072 | $1.90M | 0.26% | −670−11.7% | Reduced |
| Prodigy Asset Management LLC | 5,073 | $1.90M | 1.54% | −69−1.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 5,079 | $1.91M | 2.74% | +262+5.4% | Added |
| Orgel Wealth Management, LLC | 5,082 | $1.91M | 0.05% | −35−0.7% | Reduced |
| MBM Wealth Consultants, LLC | 5,085 | $1.91M | 0.56% | +74+1.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 5,085 | $1.91M | 3.74% | +2,030+66.4% | Added |
| Heritage Wealth Management, Inc. | 5,096 | $1.91M | 1.63% | +151+3.1% | Added |
| Aigen Investment Management, LP | 5,097 | $1.91M | 0.31% | +3,907+328.3% | Added |
| IMZ Advisory Inc | 5,099 | $1.91M | 0.87% | −107−2.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,099 | $1.91M | 1.11% | +163+3.3% | Added |
| Maripau Wealth Management LLC | 5,099 | $1.91M | 1.10% | +504+11.0% | Added |
| Plan A Wealth LLC | 5,106 | $1.92M | 1.49% | +965+23.3% | Added |
| Oak Thistle LLC | 5,108 | $1.92M | 0.39% | −4,310−45.8% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,122 | $1.92M | 1.64% | −142−2.7% | Reduced |
| Seldon Capital LP | 5,126 | $1.92M | 1.21% | −10,708−67.6% | Reduced |
| Francis Financial, Inc. | 5,129 | $1.93M | 0.47% | −4,231−45.2% | Reduced |
| Investmark Advisory Group LLC | 5,132 | $1.93M | 0.95% | −49−0.9% | Reduced |
| Twelve Points Wealth Management LLC | 5,141 | $1.93M | 0.52% | +179+3.6% | Added |
| Riverwater Partners LLC | 5,145 | $1.93M | 0.99% | +836+19.4% | Added |
| RPS Advisory Solutions LLC | 5,152 | $1.93M | 1.37% | +409+8.6% | Added |
| Disciplined Investors, L.L.C. | 5,161 | $1.94M | 1.75% | +21+0.4% | Added |
| LeConte Wealth Management, LLC | 5,162 | $1.94M | 1.23% | +5,162 | New |
| Weaver C. Barksdale & Associates, Inc. | 5,167 | $1.94M | 1.86% | −123−2.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,180 | $1.94M | 0.72% | +1,349+35.2% | Added |
| Broadway Wealth Solutions, Inc. | 5,189 | $1.95M | 1.42% | −296−5.4% | Reduced |
| Absolute Capital Management, LLC | 5,199 | $1.95M | 1.13% | −47−0.9% | Reduced |