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 |
|---|---|---|---|---|---|
| Legacy Financial Group, Inc. | 6,757 | $2.54M | 0.81% | −446−6.2% | Reduced |
| Parkside Advisors LLC | 6,761 | $2.54M | 0.61% | −4−0.1% | Reduced |
| Nabity-Jensen Investment Management Inc | 6,762 | $2.54M | 2.02% | +34+0.5% | Added |
| Westshore Wealth, LLC | 6,763 | $2.54M | 1.07% | −15−0.2% | Reduced |
| Ted Buchan & Co | 6,771 | $2.54M | 1.20% | +19+0.3% | Added |
| Kennon-Green & Company, LLC | 6,777 | $2.54M | 2.08% | +58+0.9% | Added |
| FOCUS Wealth Advisors, LLC | 6,784 | $2.55M | 1.41% | +27+0.4% | Added |
| Summit Wealth Partners, LLC | 6,791 | $2.55M | 0.52% | +17+0.3% | Added |
| Capitol Family Office, Inc. | 6,796 | $2.55M | 3.61% | −2,131−23.9% | Reduced |
| Dimension Capital Management LLC | 6,801 | $2.55M | 0.45% | −947−12.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,810 | $2.56M | 0.62% | 00.0% | Unchanged |
| Navalign, LLC | 6,819 | $2.56M | 0.73% | −43−0.6% | Reduced |
| Syntax Research, Inc. | 6,850 | $2.57M | 1.78% | −238−3.4% | Reduced |
| AllSquare Wealth Management LLC | 6,864 | $2.58M | 1.53% | +65+1.0% | Added |
| Watershed Private Wealth LLC | 6,868 | $2.58M | 1.03% | +40+0.6% | Added |
| BluePointe Capital Management, LLC | 6,872 | $2.58M | 0.98% | −955−12.2% | Reduced |
| Vienna Asset Management LLC | 6,886 | $2.59M | 2.04% | −2,875−29.5% | Reduced |
| Fortune Financial Advisors, LLC | 6,887 | $2.59M | 2.23% | +510+8.0% | Added |
| Leigh Baldwin & Co., LLC | 6,892 | $2.59M | 2.08% | −1,221−15.0% | Reduced |
| Chase Investment Counsel Corp | 6,898 | $2.59M | 0.95% | −22,742−76.7% | Reduced |
| Phillips Wealth Planners LLC | 6,673 | $2.59M | 2.74% | +172+2.6% | Added |
| Aspen Wealth Strategies, LLC | 6,916 | $2.60M | 1.70% | −188−2.6% | Reduced |
| Vivid Wealth Management, LLC | 6,923 | $2.60M | 1.30% | −297−4.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 6,932 | $2.60M | 2.52% | +74+1.1% | Added |
| Latitude Advisors, LLC | 6,944 | $2.61M | 1.52% | +289+4.3% | Added |
| MBA Advisors LLC | 6,978 | $2.62M | 1.30% | +5+0.1% | Added |
| Park Capital Management, LLC | 6,982 | $2.62M | 3.06% | +254+3.8% | Added |
| Galilei Investment Office LLP | 6,985 | $2.62M | 1.42% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 6,990 | $2.62M | 1.27% | +2,297+48.9% | Added |
| Cornerstone Select Advisors, LLC | 6,993 | $2.63M | 2.49% | −104−1.5% | Reduced |
| Live Oak Investment Partners | 6,997 | $2.63M | 2.07% | – | – |
| Northern Capital Management, Inc. | 7,004 | $2.63M | 1.71% | +276+4.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 7,010 | $2.63M | 0.93% | −487−6.5% | Reduced |
| Arvest Investments, Inc. | 7,017 | $2.63M | 0.42% | +2,163+44.6% | Added |
| Strategic Financial Concepts, LLC | 7,018 | $2.63M | 0.49% | +335+5.0% | Added |
| Mach-1 Financial Group, Inc. | 7,018 | $2.64M | 0.79% | +1,489+26.9% | Added |
| BCS Wealth Management | 7,035 | $2.64M | 0.68% | +969+16.0% | Added |
| Meridian Wealth Partners, LLC | 7,045 | $2.64M | 0.42% | −501−6.6% | Reduced |
| Claris Advisors, LLC | 7,048 | $2.65M | 0.99% | +1,666+31.0% | Added |
| Amitell Capital Pte Ltd | 7,051 | $2.65M | 2.04% | −13,026−64.9% | Reduced |
| Tiff Advisory Services Inc | 7,054 | $2.65M | 0.63% | +610+9.5% | Added |
| Gerber, LLC | 7,055 | $2.65M | 2.21% | −95−1.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,065 | $2.65M | 2.32% | −138−1.9% | Reduced |
| Merrion Investment Management Co, LLC | 7,081 | $2.66M | 1.91% | −715−9.2% | Reduced |
| Truepoint, Inc. | 7,083 | $2.66M | 0.07% | −422−5.6% | Reduced |
| Onyx Financial Advisors, LLC | 7,088 | $2.66M | 1.41% | +35+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 7,099 | $2.67M | 0.39% | −1,752−19.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 7,115 | $2.67M | 1.85% | +625+9.6% | Added |
| Oakwell Private Wealth Management, LLC | 7,127 | $2.68M | 0.74% | +1,366+23.7% | Added |
| GK Wealth Management LLC | 7,130 | $2.68M | 3.34% | −249−3.4% | Reduced |
| BankPlus Wealth Management LLC | 7,133 | $2.68M | 1.97% | −71−1.0% | Reduced |
| Motive Wealth Advisors | 7,136 | $2.68M | 1.43% | −292−3.9% | Reduced |
| Meridian Financial, LLC | 7,137 | $2.68M | 1.88% | −105−1.4% | Reduced |
| Cranbrook Wealth Management, LLC | 7,156 | $2.69M | 0.62% | −87−1.2% | Reduced |
| Altiora Financial Group, LLC | 7,158 | $2.69M | 0.57% | −32−0.4% | Reduced |
| Balance Wealth, LLC | 7,159 | $2.69M | 1.75% | +7,159 | New |
| Birchcreek Wealth Management, LLC | 7,184 | $2.70M | 1.70% | −61−0.8% | Reduced |
| Iron Financial, LLC | 7,185 | $2.70M | 1.51% | −49−0.7% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,198 | $2.70M | 1.69% | +120+1.7% | Added |
| Abel Hall, LLC | 7,200 | $2.70M | 1.63% | −1,234−14.6% | Reduced |
| Aua Capital Management, LLC | 7,206 | $2.71M | 1.76% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 7,214 | $2.71M | 0.56% | +1,128+18.5% | Added |
| Full Sail Capital, LLC | 7,220 | $2.71M | 0.18% | +608+9.2% | Added |
| Twin City Private Wealth, LLC | 7,233 | $2.72M | 2.39% | +578+8.7% | Added |
| Precision Wealth Strategies, LLC | 7,245 | $2.72M | 2.08% | +281+4.0% | Added |
| Catherine Avery Investment Management LLC | 7,249 | $2.72M | 2.44% | −485−6.3% | Reduced |
| Silverleafe Capital Partners, LLC | 7,257 | $2.72M | 0.94% | +65+0.9% | Added |
| Townsend & Associates, Inc | 7,600 | $2.73M | 0.28% | 00.0% | Unchanged |
| Tillman Hartley LLC | 7,272 | $2.73M | 0.79% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 7,279 | $2.73M | 0.05% | −133−1.8% | Reduced |
| Waycross Investment Management Co | 7,280 | $2.73M | 3.08% | +308+4.4% | Added |
| Abacus Wealth Partners, LLC | 7,284 | $2.73M | 0.41% | −1,342−15.6% | Reduced |
| Prakash Investment Advisors LLC | 7,291 | $2.74M | 3.03% | +170+2.4% | Added |
| NRI Wealth Management LC | 7,305 | $2.74M | 2.03% | +489+7.2% | Added |
| BOS Asset Management, LLC | 7,307 | $2.74M | 0.94% | +167+2.3% | Added |
| Prentiss Smith & Co Inc | 7,313 | $2.75M | 1.78% | −5−0.1% | Reduced |
| New Capital Management LP | 7,316 | $2.75M | 0.79% | −698−8.7% | Reduced |
| Littlejohn Financial Services, Inc. | 7,320 | $2.75M | 2.17% | +83+1.1% | Added |
| RD Lewis Holdings, Inc. | 6,316 | $2.75M | 3.11% | +136+2.2% | Added |
| Milestone Asset Management Group, LLC | 7,332 | $2.75M | 2.49% | +141+2.0% | Added |
| Hill Island Financial LLC | 7,342 | $2.76M | 0.81% | −644−8.1% | Reduced |
| Leibman Financial Services, Inc. | 7,347 | $2.76M | 2.14% | +30.0% | Added |
| Davidson Capital Management Inc. | 7,348 | $2.76M | 0.75% | −659−8.2% | Reduced |
| Paradigm Asset Management Co LLC | 7,350 | $2.76M | 0.73% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 7,356 | $2.76M | 1.43% | −652−8.1% | Reduced |
| Sunflower Bank, N.A. | 7,361 | $2.76M | 0.77% | −33−0.4% | Reduced |
| High Falls Advisors, Inc | 7,362 | $2.76M | 0.65% | −929−11.2% | Reduced |
| Sage Private Wealth Group, LLC | 7,369 | $2.77M | 2.09% | +142+2.0% | Added |
| Blue Rock Wealth Management LLC | 7,371 | $2.77M | 2.34% | +3,957+115.9% | Added |
| Tableaux LLC | 7,391 | $2.77M | 2.00% | +4,831+188.7% | Added |
| Ssa Swiss Advisors AG | 7,418 | $2.78M | 1.42% | +7,418 | New |
| First National Corp | 7,406 | $2.78M | 0.61% | −554−7.0% | Reduced |
| Symphony Financial Services, Inc. | 7,418 | $2.78M | 1.82% | −195−2.6% | Reduced |
| Johnson Bixby & Associates, LLC | 7,419 | $2.79M | 0.42% | −126−1.7% | Reduced |
| Pandora Wealth, Inc. | 7,457 | $2.80M | 1.84% | +7,457 | New |
| Park Edge Advisors, LLC | 7,458 | $2.80M | 0.78% | −284−3.7% | Reduced |
| Fiduciary Planning LLC | 7,470 | $2.80M | 0.92% | +18+0.2% | Added |
| Sentinus, LLC | 7,471 | $2.80M | 0.79% | +779+11.6% | Added |
| Brucke Financial, Inc. | 7,096 | $2.80M | 2.44% | +1,090+18.1% | Added |
| Jump Financial, LLC | 7,472 | $2.80M | 0.04% | −71,832−90.6% | Reduced |