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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 5,762 | $2.16M | 0.32% | −77,773−93.1% | Reduced |
| Level Wealth Management LLC | 5,764 | $2.16M | 1.42% | +11+0.2% | Added |
| Centennial Wealth Advisory LLC | 5,766 | $2.16M | 0.79% | +667+13.1% | Added |
| JMG Financial Group, Ltd. | 5,796 | $2.18M | 0.07% | +179+3.2% | Added |
| Portolan Capital Management, LLC | 5,797 | $2.18M | 0.17% | −1,051−15.3% | Reduced |
| Arbor Capital Management Inc | 5,724 | $2.18M | 2.11% | +246+4.5% | Added |
| Sage Capital Management, LLC | 5,802 | $2.18M | 1.18% | −1,061−15.5% | Reduced |
| Petra Financial Advisors Inc | 5,801 | $2.18M | 1.79% | −90−1.5% | Reduced |
| M.E. Allison & Co., Inc. | 5,807 | $2.18M | 2.15% | +207+3.7% | Added |
| Painted Porch Advisors LLC | 5,808 | $2.18M | 0.91% | −84−1.4% | Reduced |
| CMG Global Holdings, LLC | 5,659 | $2.19M | 1.43% | −1,408−19.9% | Reduced |
| Ulland Investment Advisors, LLC | 5,838 | $2.19M | 1.83% | −904−13.4% | Reduced |
| Innova Wealth Partners | 5,847 | $2.20M | 1.36% | +86+1.5% | Added |
| Tealwood Asset Management Inc | 5,849 | $2.20M | 1.02% | −2,900−33.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 5,850 | $2.20M | 1.43% | +747+14.6% | Added |
| Hoge Financial Services, LLC | 5,854 | $2.20M | 1.54% | +1,025+21.2% | Added |
| Paulson Wealth Management Inc. | 5,854 | $2.20M | 0.62% | −203−3.4% | Reduced |
| Ruggaard & Associates LLC | 5,855 | $2.20M | 0.96% | −400−6.4% | Reduced |
| Rinkey Investments | 5,855 | $2.20M | 0.70% | +55+0.9% | Added |
| Richardson Financial Services Inc. | 5,856 | $2.20M | 1.67% | −32−0.5% | Reduced |
| Antonelli Financial Advisors, LLC | 5,862 | $2.20M | 1.77% | −598−9.3% | Reduced |
| Ascent Capital Management, LLC | 5,868 | $2.20M | 2.22% | +46+0.8% | Added |
| Garrett Wealth Advisory Group, LLC | 5,872 | $2.20M | 0.49% | +1,842+45.7% | Added |
| Valtinson Bruner Financial Planning LLC | 5,873 | $2.20M | 0.75% | +153+2.7% | Added |
| Inspirion Wealth Advisors, LLC | 5,873 | $2.20M | 0.31% | +267+4.8% | Added |
| Retirement Income Solutions, Inc | 5,883 | $2.21M | 0.46% | −137−2.3% | Reduced |
| Magnolia Private Wealth, LLC | 5,911 | $2.22M | 1.88% | +753+14.6% | Added |
| Promus Capital, LLC | 5,915 | $2.22M | 1.68% | +136+2.4% | Added |
| Pineridge Advisors LLC | 5,916 | $2.22M | 0.87% | −9,167−60.8% | Reduced |
| Waterway Wealth Management, LLC | 5,917 | $2.22M | 0.93% | +1,208+25.7% | Added |
| Hara Capital LLC | 5,922 | $2.22M | 1.50% | −840−12.4% | Reduced |
| Lebenthal Global Advisors, LLC | 5,927 | $2.22M | 0.42% | −916−13.4% | Reduced |
| PCG Wealth Advisors, LLC | 5,934 | $2.23M | 0.78% | −916−13.4% | Reduced |
| Johnson & White Wealth Management, LLC | 5,939 | $2.23M | 1.25% | +107+1.8% | Added |
| Macroview Investment Management LLC | 5,941 | $2.23M | 2.10% | +343+6.1% | Added |
| Grant Private Wealth Management Inc | 5,984 | $2.23M | 2.41% | −8−0.1% | Reduced |
| US Financial Advisors, LLC | 5,944 | $2.23M | 0.66% | +447+8.1% | Added |
| IFG Advisors, LLC | 5,964 | $2.24M | 0.43% | +4+0.1% | Added |
| Net Worth Advisory Group | 5,973 | $2.24M | 0.71% | +193+3.3% | Added |
| Lipe & Dalton | 5,978 | $2.24M | 1.26% | −495−7.6% | Reduced |
| Northeast Financial Group, Inc. | 5,979 | $2.24M | 0.84% | +429+7.7% | Added |
| Quartz Partners, LLC | 5,989 | $2.25M | 1.37% | −679−10.2% | Reduced |
| Greenbush Financial Group, LLC | 5,995 | $2.25M | 1.12% | +326+5.8% | Added |
| Viking Fund Management LLC | 6,000 | $2.25M | 0.32% | 00.0% | Unchanged |
| Integras Partners LLC | 6,019 | $2.26M | 2.04% | +10.0% | Added |
| TLWM | 6,021 | $2.26M | 0.45% | +132+2.2% | Added |
| Guild Investment Management, Inc. | 6,023 | $2.26M | 2.38% | −7−0.1% | Reduced |
| Betterment LLC | 6,027 | $2.26M | 0.01% | −50−0.8% | Reduced |
| Check Capital Management Inc | 6,031 | $2.26M | 0.15% | +35+0.6% | Added |
| Peoples Bank | 6,031 | $2.26M | 1.49% | −1,414−19.0% | Reduced |
| Security Financial Services, INC. | 6,040 | $2.27M | 0.45% | +11+0.2% | Added |
| Clifford Group, LLC | 6,041 | $2.27M | 2.12% | −163−2.6% | Reduced |
| Cura Wealth Advisors, LLC | 6,043 | $2.27M | 0.92% | +1,463+31.9% | Added |
| Defined Financial Planning LLC | 5,937 | $2.27M | 2.30% | −1,193−16.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 6,057 | $2.27M | 0.19% | −249−3.9% | Reduced |
| Arista Wealth Management, LLC | 6,062 | $2.28M | 0.55% | +58+1.0% | Added |
| Rooted Wealth Advisors, Inc. | 6,334 | $2.28M | 0.98% | −40−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6,075 | $2.28M | 0.43% | +183+3.1% | Added |
| ZRC Wealth Management, LLC | 6,103 | $2.29M | 0.99% | −294−4.6% | Reduced |
| CogentBlue Wealth Advisors, LLC | 6,103 | $2.29M | 2.01% | −6,239−50.6% | Reduced |
| Prostatis Group LLC | 6,104 | $2.29M | 0.72% | +97+1.6% | Added |
| Trevian Wealth Management LLC | 6,110 | $2.29M | 1.63% | −171−2.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,115 | $2.30M | 1.13% | −108−1.7% | Reduced |
| City National Bank of Florida | 6,117 | $2.30M | 2.07% | +987+19.2% | Added |
| B&D White Capital Company, LLC | 6,120 | $2.30M | 0.34% | +3,792+162.9% | Added |
| Seamount Financial Group Inc | 6,120 | $2.30M | 1.56% | +355+6.2% | Added |
| X-Square Capital, LLC | 6,127 | $2.30M | 0.99% | −31−0.5% | Reduced |
| Argus Investors' Counsel, Inc. | 6,133 | $2.30M | 1.75% | −675−9.9% | Reduced |
| Community Bank of Raymore | 6,133 | $2.30M | 1.86% | +792+14.8% | Added |
| Seed Wealth Management, Inc. | 6,142 | $2.31M | 1.88% | −20−0.3% | Reduced |
| MorganRosel Wealth Management, LLC | 6,145 | $2.31M | 0.70% | −20.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,161 | $2.31M | 1.57% | +186+3.1% | Added |
| Stevens Capital Management LP | 6,162 | $2.31M | 0.57% | −6,712−52.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,168 | $2.32M | 0.08% | −1,760−22.2% | Reduced |
| Pennington Partners & Co., LLC | 6,182 | $2.32M | 1.33% | −3,443−35.8% | Reduced |
| Abound Financial, LLC | 6,199 | $2.33M | 1.18% | −219−3.4% | Reduced |
| Fortitude Family Office, LLC | 6,200 | $2.33M | 0.83% | −2,302−27.1% | Reduced |
| Capstone Wealth Management Group LLC | 6,211 | $2.33M | 1.86% | −233−3.6% | Reduced |
| Nia Impact Advisors, LLC | 6,214 | $2.33M | 0.87% | −590−8.7% | Reduced |
| Genesis Private Wealth, LLC | 6,215 | $2.33M | 1.24% | +100+1.6% | Added |
| Facet Wealth, Inc. | 5,351 | $2.33M | 0.06% | +109+2.1% | Added |
| Tandem Investment Partners LLC | 6,218 | $2.33M | 2.31% | −10−0.2% | Reduced |
| Hummer Financial Advisory Services Inc | 6,219 | $2.33M | 1.90% | +120+2.0% | Added |
| Ridgewood Investments LLC | 6,223 | $2.34M | 1.09% | +2,024+48.2% | Added |
| Adamsbrown Wealth Consultants LLC | 6,229 | $2.34M | 0.73% | +262+4.4% | Added |
| Wood Tarver Financial Group, LLC | 6,237 | $2.34M | 0.76% | +80+1.3% | Added |
| Blackston Financial Advisory Group, LLC | 6,238 | $2.34M | 1.59% | −5,017−44.6% | Reduced |
| WBI Investments | 6,257 | $2.35M | 0.62% | +6,257 | New |
| Arq Wealth Advisors, LLC | 6,260 | $2.35M | 0.87% | −65−1.0% | Reduced |
| Doheny Asset Management | 6,271 | $2.35M | 1.84% | +50+0.8% | Added |
| TrueWealth Financial Partners | 6,274 | $2.36M | 1.42% | −50−0.8% | Reduced |
| Twin Focus Capital Partners, LLC | 6,277 | $2.36M | 0.37% | −375−5.6% | Reduced |
| G&S Capital LLC | 6,278 | $2.36M | 1.00% | +91+1.5% | Added |
| USAdvisors Wealth Management, LLC | 6,279 | $2.36M | 0.82% | +577+10.1% | Added |
| Jackson Thornton Asset Management, LLC | 6,412 | $2.36M | 0.31% | −218−3.3% | Reduced |
| Carrera Capital Advisors | 6,285 | $2.36M | 0.52% | +601+10.6% | Added |
| WestHill Financial Advisors, Inc. | 6,290 | $2.36M | 0.54% | −511−7.5% | Reduced |
| Horan Securities, Inc. | 6,291 | $2.36M | 0.89% | −415−6.2% | Reduced |
| Pathway Financial Advisors LLC | 6,294 | $2.36M | 0.43% | −24−0.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 6,297 | $2.36M | 0.41% | +20.0% | Added |