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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Talon Private Wealth, LLC | 6,228 | $2.37M | 0.32% | +623+11.1% | Added |
| Woodward Diversified Capital, LLC | 6,310 | $2.37M | 1.68% | +362+6.1% | Added |
| Pasadena Private Wealth, LLC | 6,311 | $2.37M | 0.46% | +2,392+61.0% | Added |
| Aurdan Capital Management, LLC | 6,319 | $2.37M | 0.89% | −50−0.8% | Reduced |
| Charter Research & Investment Group, Inc. | 6,322 | $2.37M | 1.82% | +150+2.4% | Added |
| Lighthouse Financial LLC | 6,324 | $2.37M | 2.05% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 6,325 | $2.37M | 0.83% | +93+1.5% | Added |
| Birchbrook, Inc. | 6,326 | $2.37M | 1.33% | +23+0.4% | Added |
| Towercrest Capital Management | 6,326 | $2.37M | 0.45% | −4,606−42.1% | Reduced |
| Matrix Trust Co | 6,332 | $2.38M | 0.40% | +259+4.3% | Added |
| Acorn Creek Capital LLC | 6,334 | $2.38M | 1.19% | −418−6.2% | Reduced |
| Cherrydale Wealth Management, LLC | 6,334 | $2.38M | 0.94% | −255−3.9% | Reduced |
| Kennedy Investment Group | 6,341 | $2.38M | 1.11% | +388+6.5% | Added |
| Neumann Capital Management, LLC | 6,352 | $2.38M | 0.82% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 6,361 | $2.39M | 0.02% | +1,257+24.6% | Added |
| Wolff Financial Management LLC | 6,376 | $2.39M | 0.66% | +10.0% | Added |
| Ninepoint Partners LP | 6,380 | $2.39M | 0.42% | −529−7.7% | Reduced |
| Creekside Partners | 6,383 | $2.40M | 1.25% | +59+0.9% | Added |
| Balentine LLC | 6,384 | $2.40M | 0.10% | +2,578+67.7% | Added |
| Aveo Capital Partners, LLC | 5,537 | $2.40M | 0.40% | −5,390−49.3% | Reduced |
| Hexagon Capital Partners LLC | 6,397 | $2.40M | 0.45% | −89−1.4% | Reduced |
| Atlas Wealth Partners, LLC | 6,405 | $2.40M | 2.96% | −32−0.5% | Reduced |
| Shira Ridge Wealth Management | 6,407 | $2.40M | 1.20% | +133+2.1% | Added |
| Tennessee Valley Asset Management Partners | 6,408 | $2.41M | 0.39% | −187−2.8% | Reduced |
| Fiduciary Wealth Partners, LLC | 6,411 | $2.41M | 2.08% | +6,411 | New |
| WealthCollab, LLC | 6,414 | $2.41M | 1.49% | +22+0.3% | Added |
| Hickory Point Bank & Trust | 6,416 | $2.41M | 2.12% | +411+6.8% | Added |
| Measured Wealth Private Client Group, LLC | 6,422 | $2.41M | 0.77% | −601−8.6% | Reduced |
| Requisite Capital Management, LLC | 6,423 | $2.41M | 0.54% | −2,264−26.1% | Reduced |
| RVW Wealth, LLC | 6,429 | $2.41M | 0.23% | −325−4.8% | Reduced |
| Per Stirling Capital Management, LLC. | 6,429 | $2.41M | 0.35% | −240−3.6% | Reduced |
| One Charles Private Wealth Services, LLC | 6,430 | $2.41M | 0.78% | +124+2.0% | Added |
| Elmwood Wealth Management, Inc. | 6,436 | $2.42M | 0.99% | −124−1.9% | Reduced |
| Hopwood Financial Services, Inc. | 6,440 | $2.42M | 1.87% | +192+3.1% | Added |
| RoundAngle Advisors LLC | 6,445 | $2.42M | 2.22% | +98+1.5% | Added |
| Fiducient Advisors LLC | 6,449 | $2.42M | 0.30% | −5,304−45.1% | Reduced |
| Delta Global Management LP | 6,454 | $2.42M | 0.17% | −116,417−94.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,459 | $2.42M | 0.66% | −57−0.9% | Reduced |
| Values Added Financial LLC | 6,460 | $2.43M | 1.34% | −448−6.5% | Reduced |
| Eads & Heald Wealth Management | 6,463 | $2.43M | 1.23% | −149−2.3% | Reduced |
| Optivise Advisory Services LLC | 6,472 | $2.43M | 1.36% | +181+2.9% | Added |
| CWC Advisors, LLC. | 6,477 | $2.43M | 1.38% | +2,626+68.2% | Added |
| White Lighthouse Investment Management Inc. | 6,478 | $2.43M | 0.43% | +221+3.5% | Added |
| VSM Wealth Advisory, LLC | 6,483 | $2.43M | 0.87% | −22−0.3% | Reduced |
| Summit Wealth Group, LLC | 6,483 | $2.43M | 0.71% | −45−0.7% | Reduced |
| Capstone Wealth Management Group, LLC | 6,487 | $2.44M | 1.39% | −1,132−14.9% | Reduced |
| Magnolia Capital Management Ltd | 6,489 | $2.44M | 2.09% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,493 | $2.44M | 0.60% | −1,944−23.0% | Reduced |
| Gruss & Co., LLC | 6,500 | $2.44M | 10.64% | −1,500−18.8% | Reduced |
| Sharkey, Howes & Javer | 6,504 | $2.44M | 0.35% | −263−3.9% | Reduced |
| Berkshire Money Management, Inc. | 6,510 | $2.44M | 0.27% | −1,285−16.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,518 | $2.45M | 1.90% | −140−2.1% | Reduced |
| Paul Damon & Associates, Inc. | 6,531 | $2.45M | 1.51% | +298+4.8% | Added |
| Davis Capital Management | 6,532 | $2.45M | 1.95% | +1,455+28.7% | Added |
| STAR Financial Bank | 6,532 | $2.45M | 1.80% | −614−8.6% | Reduced |
| Primoris Wealth Advisors, LLC | 6,532 | $2.45M | 1.90% | +71+1.1% | Added |
| Intrepid Financial Planning Group LLC | 6,532 | $2.45M | 1.14% | −154−2.3% | Reduced |
| Malaga Cove Capital, LLC | 6,541 | $2.46M | 1.06% | +1,563+31.4% | Added |
| Braun-Bostich & Associates Inc. | 6,552 | $2.46M | 1.82% | −460−6.6% | Reduced |
| Tortoise Investment Management, LLC | 6,558 | $2.46M | 0.26% | −3,735−36.3% | Reduced |
| Horst & Graben Wealth Management LLC | 6,561 | $2.46M | 0.44% | +317+5.1% | Added |
| Optimist Retirement Group LLC | 6,571 | $2.47M | 1.23% | −9,662−59.5% | Reduced |
| Cortland Associates Inc | 6,574 | $2.47M | 0.30% | −86−1.3% | Reduced |
| Copperleaf Capital, LLC | 6,575 | $2.47M | 1.48% | +104+1.6% | Added |
| Riversedge Advisors, LLC | 6,575 | $2.47M | 0.55% | −827−11.2% | Reduced |
| Burton Enright Welch | 6,578 | $2.47M | 0.50% | −64−1.0% | Reduced |
| Shaker Investments LLC | 6,587 | $2.47M | 1.19% | −4,105−38.4% | Reduced |
| Total Wealth Planning & Management, Inc. | 6,589 | $2.47M | 2.54% | −46−0.7% | Reduced |
| Mission Financial Group, LLC | 6,687 | $2.48M | 2.30% | +6,687 | New |
| CHB Investment Group, LLC | 6,602 | $2.48M | 1.32% | +121+1.9% | Added |
| Ade, LLC | 6,606 | $2.48M | 1.43% | −33−0.5% | Reduced |
| TradeWell Securities, LLC. | 6,609 | $2.48M | 1.37% | +896+15.7% | Added |
| Gen-Wealth Partners Inc | 6,609 | $2.48M | 1.04% | +198+3.1% | Added |
| CVFG LLC | 6,627 | $2.49M | 2.26% | +157+2.4% | Added |
| Black Diamond Financial, LLC | 6,628 | $2.49M | 0.37% | −16−0.2% | Reduced |
| Morangie Management LLC | 6,630 | $2.49M | 2.44% | −591−8.2% | Reduced |
| Parvin Asset Management, LLC | 6,630 | $2.49M | 2.79% | +235+3.7% | Added |
| Fosun International Ltd | 6,633 | $2.49M | 0.70% | +23+0.3% | Added |
| Burkett Financial Services, LLC | 6,633 | $2.49M | 1.01% | +47+0.7% | Added |
| Nicholson Wealth Management Group, LLC | 6,648 | $2.50M | 1.64% | +320+5.1% | Added |
| FNY Investment Advisers, LLC | 6,650 | $2.50M | 1.52% | +5,990+907.6% | Added |
| Fielder Capital Group LLC | 6,649 | $2.50M | 0.72% | +611+10.1% | Added |
| Brady Martz Wealth Solutions, LLC | 6,650 | $2.50M | 0.57% | +95+1.4% | Added |
| Eight 31 Financial LLC | 6,651 | $2.50M | 1.60% | +458+7.4% | Added |
| Kopp Family Office, LLC | 6,652 | $2.50M | 1.73% | +6,652 | New |
| Professional Financial Advisors, LLC | 6,662 | $2.50M | 0.64% | +197+3.0% | Added |
| Eldridge Investment Advisors, Inc. | 6,663 | $2.50M | 0.58% | −217−3.2% | Reduced |
| Sutton Place Investors LLC | 6,669 | $2.50M | 1.68% | −1,153−14.7% | Reduced |
| Eagle Wealth Strategies LLC | 6,672 | $2.50M | 1.54% | +123+1.9% | Added |
| Strive Asset Management, LLC | 6,674 | $2.51M | 1.74% | +231+3.6% | Added |
| WealthCare Investment Partners, LLC | 6,983 | $2.51M | 1.06% | +17+0.2% | Added |
| Greenspring Advisors, LLC | 6,697 | $2.51M | 0.60% | +733+12.3% | Added |
| S. R. Schill & Associates | 6,698 | $2.51M | 2.00% | −1,403−17.3% | Reduced |
| Collective Family Office LLC | 6,706 | $2.52M | 0.68% | −626−8.5% | Reduced |
| Millington Financial Advisors, LLC | 6,483 | $2.52M | 1.55% | +372+6.1% | Added |
| Smith Thornton Advisors LLC | 6,709 | $2.52M | 1.57% | +65+1.0% | Added |
| Retirement Capital Strategies | 6,723 | $2.52M | 0.99% | −9−0.1% | Reduced |
| Cooper/Haims Advisors, LLC | 6,723 | $2.52M | 1.37% | −64−0.9% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 6,734 | $2.53M | 1.96% | +159+2.4% | Added |
| Group One Trading, L.P. | 6,739 | $2.53M | 0.11% | +5,735+571.2% | Added |