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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| NorthStar Asset Management LLC | 7,474 | $2.81M | 1.75% | −25−0.3% | Reduced |
| Genesee Capital Advisors, LLC | 7,477 | $2.81M | 1.40% | +123+1.7% | Added |
| Medallion Wealth Advisors, LLC | 7,369 | $2.81M | 1.27% | +88+1.2% | Added |
| Arlington Financial Advisors, LLC | 7,479 | $2.81M | 0.49% | +1,740+30.3% | Added |
| Round Hill Asset Management | 7,486 | $2.81M | 2.02% | −360−4.6% | Reduced |
| Olistico Wealth, LLC | 7,492 | $2.81M | 1.74% | +834+12.5% | Added |
| Paloma Partners Management Co | 7,500 | $2.82M | 0.53% | −10,700−58.8% | Reduced |
| Telligent Fund, LP | 7,500 | $2.82M | 3.13% | −9,500−55.9% | Reduced |
| Alhambra Investment Partners LLC | 7,519 | $2.82M | 1.45% | −83−1.1% | Reduced |
| TD Capital Management LLC | 7,519 | $2.82M | 0.29% | +182+2.5% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 7,535 | $2.83M | 1.56% | −179−2.3% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,556 | $2.84M | 1.91% | +38+0.5% | Added |
| Financial Advisory Corp | 7,560 | $2.84M | 0.91% | +932+14.1% | Added |
| Rosenberg Matthew Hamilton | 7,582 | $2.85M | 0.71% | −141−1.8% | Reduced |
| Gill Capital Partners, LLC | 7,583 | $2.85M | 0.99% | +112+1.5% | Added |
| Human Investing LLC | 7,585 | $2.85M | 0.50% | +395+5.5% | Added |
| Northstar Advisory Group, LLC | 7,585 | $2.85M | 1.86% | −12,180−61.6% | Reduced |
| MRP Capital Investments, LLC | 7,598 | $2.85M | 2.67% | −104−1.4% | Reduced |
| Laidlaw Wealth Management LLC | 7,601 | $2.85M | 8.49% | −9,621−55.9% | Reduced |
| Pine Ridge Advisers LLC | 7,610 | $2.86M | 0.24% | 00.0% | Unchanged |
| Advisory Resource Group | 7,615 | $2.86M | 0.58% | +208+2.8% | Added |
| Krane Funds Advisors LLC | 7,615 | $2.86M | 0.08% | +1,437+23.3% | Added |
| East Coast Asset Management, LLC. | 7,620 | $2.86M | 1.01% | −21−0.3% | Reduced |
| FF Advisors,LLC | 6,615 | $2.87M | 1.64% | −227−3.3% | Reduced |
| Pettinga Financial Advisors, LLC | 7,643 | $2.87M | 0.67% | −77−1.0% | Reduced |
| Lynx Capital Group Ltd | 7,647 | $2.87M | 1.48% | +977+14.6% | Added |
| Gould Asset Management LLC | 7,666 | $2.88M | 0.59% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 7,667 | $2.88M | 2.00% | +468+6.5% | Added |
| Walker Financial Services, Inc. | 7,670 | $2.88M | 1.51% | −586−7.1% | Reduced |
| Kaizen Financial Strategies | 7,674 | $2.88M | 1.66% | +191+2.6% | Added |
| Power Wealth Management LLC | 7,700 | $2.89M | 1.17% | −65−0.8% | Reduced |
| First Citizens Financial Corp | 7,701 | $2.89M | 1.64% | +363+4.9% | Added |
| Oder Investment Management, LLC | 7,709 | $2.89M | 2.46% | +218+2.9% | Added |
| Aspen Capital Management, LLC | 7,713 | $2.90M | 0.93% | +7,713 | New |
| Planning Alternatives Ltd | 7,721 | $2.90M | 0.44% | +2,603+50.9% | Added |
| Almanack Investment Partners, LLC. | 7,734 | $2.90M | 0.58% | −732−8.6% | Reduced |
| Carson Advisory Inc. | 7,739 | $2.91M | 1.96% | −29−0.4% | Reduced |
| Otter Creek Advisors, LLC | 7,750 | $2.91M | 2.03% | −3,300−29.9% | Reduced |
| PCG Asset Management, LLC | 7,750 | $2.91M | 2.72% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 7,755 | $2.91M | 2.21% | +105+1.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 7,760 | $2.91M | 0.34% | −216−2.7% | Reduced |
| Paragon Financial Partners, Inc. | 7,767 | $2.92M | 2.28% | −19−0.2% | Reduced |
| Willis Johnson & Associates, Inc. | 7,790 | $2.92M | 0.22% | −173−2.2% | Reduced |
| Seelaus Asset Management LLC | 7,798 | $2.93M | 2.79% | −510−6.1% | Reduced |
| Grange Capital, LLC | 7,817 | $2.93M | 3.42% | +123+1.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,818 | $2.93M | 0.45% | +366+4.9% | Added |
| Lansing Street Advisors | 7,833 | $2.94M | 0.98% | +597+8.3% | Added |
| St. Nicholas Private Asset Management, Inc | 7,835 | $2.94M | 2.79% | −335−4.1% | Reduced |
| Heartwood Wealth Advisors LLC | 7,852 | $2.95M | 0.34% | −60−0.8% | Reduced |
| Old North State Wealth Management, LLC | 7,833 | $2.95M | 1.64% | +213+2.8% | Added |
| Cherry Tree Wealth Management, LLC | 7,857 | $2.95M | 0.71% | +7+0.1% | Added |
| Grant/GrossMendelsohn, LLC | 7,543 | $2.95M | 1.64% | −50−0.7% | Reduced |
| Baring Financial LLC | 7,866 | $2.95M | 2.48% | −98−1.2% | Reduced |
| Members Wealth LLC | 7,871 | $2.95M | 2.23% | +29+0.4% | Added |
| Moore Capital Management, LP | 7,875 | $2.96M | 0.10% | −492,125−98.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 7,880 | $2.96M | 2.34% | +1,454+22.6% | Added |
| Paladin Wealth, LLC | 7,891 | $2.96M | 2.66% | +685+9.5% | Added |
| Alexander Randolph Advisory, Inc. | 7,895 | $2.96M | 2.90% | −20.0% | Reduced |
| Wincap Financial LLC | 7,895 | $2.96M | 2.81% | +563+7.7% | Added |
| Lion Street Advisors, LLC | 7,922 | $2.97M | 0.94% | +253+3.3% | Added |
| Acorns Advisers, LLC | 7,925 | $2.98M | 0.03% | +1,256+18.8% | Added |
| Legacy Bridge, LLC | 7,930 | $2.98M | 1.66% | −21−0.3% | Reduced |
| Reliant Investment Partners, LLC | 7,932 | $2.98M | 3.04% | −1,222−13.3% | Reduced |
| Legacy Financial Group LLC | 7,951 | $2.98M | 0.46% | −674−7.8% | Reduced |
| Moment Partners, LLC | 7,954 | $2.99M | 0.59% | −41−0.5% | Reduced |
| Wolf Group Capital Advisors | 7,955 | $2.99M | 1.00% | +2,350+41.9% | Added |
| Ambassador Advisors, LLC | 7,959 | $2.99M | 0.52% | −570−6.7% | Reduced |
| Silvia McColl Wealth Management, LLC | 7,961 | $2.99M | 2.27% | −67−0.8% | Reduced |
| VELA Investment Management, LLC | 7,961 | $2.99M | 1.03% | −547−6.4% | Reduced |
| BigSur Wealth Management LLC | 7,972 | $2.99M | 0.81% | +1,002+14.4% | Added |
| Verum Partners LLC | 7,975 | $2.99M | 0.81% | −162−2.0% | Reduced |
| Grace & White Inc | 7,975 | $2.99M | 0.57% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 7,987 | $3.00M | 2.86% | −4−0.1% | Reduced |
| Drake & Associates, LLC | 7,994 | $3.00M | 0.84% | +1,401+21.2% | Added |
| Forest Hill Capital, LLC | 8,000 | $3.00M | 2.25% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 8,016 | $3.01M | 0.89% | +11+0.1% | Added |
| Creekmur Asset Management LLC | 8,032 | $3.02M | 0.63% | +689+9.4% | Added |
| Farrow Financial Inc. | 8,040 | $3.02M | 2.03% | +236+3.0% | Added |
| Riverbend Wealth Management, LLC | 8,046 | $3.02M | 2.70% | +196+2.5% | Added |
| Correct Capital Wealth Management | 8,047 | $3.02M | 0.60% | +94+1.2% | Added |
| Rockbridge Investment Management, LCC | 8,056 | $3.02M | 0.36% | +46+0.6% | Added |
| Islay Capital Management, LLC | 8,082 | $3.03M | 2.05% | −172−2.1% | Reduced |
| Pacific Asset Management, LLC | 8,090 | $3.04M | 2.72% | +304+3.9% | Added |
| Firestone Capital Management | 8,104 | $3.04M | 0.80% | −435−5.1% | Reduced |
| Cora Capital Advisors LLC | 8,110 | $3.04M | 1.46% | −25−0.3% | Reduced |
| Droms Strauss Advisors Inc | 8,113 | $3.05M | 1.05% | −768−8.6% | Reduced |
| Resolute Wealth Strategies, LLC | 8,125 | $3.05M | 1.70% | +848+11.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 8,132 | $3.05M | 2.71% | +49+0.6% | Added |
| Wallace Advisory Group, LLC | 7,245 | $3.05M | 2.11% | +244+3.5% | Added |
| DecisionPoint Financial, LLC | 8,149 | $3.06M | 0.89% | +584+7.7% | Added |
| Comprehensive Financial Planning, Inc. | 8,150 | $3.06M | 2.98% | −6,729−45.2% | Reduced |
| TPG Advisors LLC | 8,156 | $3.06M | 2.41% | +47+0.6% | Added |
| Authentikos Wealth Advisory, LLC | 8,161 | $3.06M | 2.39% | +8,161 | New |
| Idaho Trust Bank | 8,167 | $3.07M | 1.25% | +2,027+33.0% | Added |
| Dunhill Financial, LLC | 8,170 | $3.07M | 1.39% | −1,871−18.6% | Reduced |
| Camarda Financial Advisors, LLC | 8,172 | $3.07M | 1.38% | −108−1.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,172 | $3.07M | 2.29% | −287−3.4% | Reduced |
| Family Capital Trust Co | 8,176 | $3.07M | 1.10% | +6,993+591.1% | Added |
| Whelan Financial | 8,184 | $3.07M | 1.19% | +1,391+20.5% | Added |
| Sunburst Financial Group, LLC | 8,192 | $3.08M | 0.76% | −419−4.9% | Reduced |