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; 6,247 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
- 5,776
- −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
- 2,612 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Friday Financial | 624 | $238.5K | 0.14% | +624 | New |
| Archer Investment Management, LLC | 635 | $238.5K | 0.16% | +31+5.1% | Added |
| Lee Johnson Capital Management, LLC | 635 | $238.6K | 0.13% | −9,509−93.7% | Reduced |
| Keystone Financial Services, LLC | 637 | $239.2K | 0.20% | +158+33.0% | Added |
| Letko, Brosseau & Associates Inc | 638 | $239.5K | 0.01% | 00.0% | Unchanged |
| Elite Financial, Inc. | 641 | $240.0K | 0.13% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 644 | $241.8K | 0.12% | −8−1.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 649 | $243.6K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 650 | $244.0K | 0.26% | −760−53.9% | Reduced |
| Pacific Wealth Management | 654 | $245.5K | 0.13% | +1+0.2% | Added |
| Squire Investment Management Company, LLC | 656 | $246.3K | 0.10% | +656 | New |
| Fischer Investment Strategies, LLC | 658 | $246.9K | 0.18% | −49−6.9% | Reduced |
| 1 North Wealth Services LLC | 658 | $247.1K | 0.11% | −25−3.7% | Reduced |
| Accordant Advisory Group Inc | 661 | $248.1K | 0.24% | +68+11.5% | Added |
| Stapp Wealth Management, PLLC | 676 | $253.8K | 0.39% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 679 | $254.9K | 0.01% | 00.0% | Unchanged |
| Fulcrum Equity Management | 679 | $254.9K | 0.28% | −1,263−65.0% | Reduced |
| Rochester Wealth Strategies, LLC | 680 | $255.1K | 0.20% | +680 | New |
| Robinson Value Management, Ltd. | 680 | $255.3K | 0.16% | −374−35.5% | Reduced |
| Financial Alternatives, Inc | 682 | $256.0K | 0.18% | +3+0.4% | Added |
| Corbyn Investment Management Inc | 685 | $257.1K | 0.10% | −48−6.5% | Reduced |
| eCIO, Inc. | 686 | $257.6K | 0.09% | +686 | New |
| Mycio Wealth Partners, LLC | 691 | $259.4K | 0.06% | 00.0% | Unchanged |
| Skylands Capital, LLC | 695 | $260.9K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 699 | $262.4K | 0.17% | 00.0% | Unchanged |
| Versor Investments LP | 701 | $263.1K | 0.04% | +211+43.1% | Added |
| George Kaiser Family Foundation | 701 | $263.1K | 0.04% | +701 | New |
| Envision Financial Planning, LLC | 701 | $263.2K | 0.13% | +62+9.7% | Added |
| Flagship Private Wealth, LLC | 702 | $263.5K | 0.13% | −215−23.4% | Reduced |
| Private Wealth Advisors | 703 | $263.9K | 0.11% | +1+0.1% | Added |
| Straight Path Wealth Management | 703 | $264.1K | 0.11% | +16+2.3% | Added |
| Gagnon Securities LLC | 704 | $264.3K | 0.06% | +24+3.5% | Added |
| Buska Wealth Management, LLC | 706 | $264.9K | 0.08% | −29−3.9% | Reduced |
| Maltin Wealth Management, Inc. | 706 | $264.9K | 0.12% | −65−8.4% | Reduced |
| New England Professional Planning Group Inc. | 709 | $266.2K | 0.13% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 709 | $266.2K | 0.18% | −2,666−79.0% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 710 | $266.5K | 0.09% | 00.0% | Unchanged |
| Towneley Capital Management, Inc | 711 | $267.0K | 0.06% | −1,977−73.5% | Reduced |
| Crabel Capital Management, LLC | 712 | $267.3K | 0.29% | −336−32.1% | Reduced |
| Applied Capital LLC | 713 | $267.7K | 0.13% | −545−43.3% | Reduced |
| Team Financial Group, LLC | 714 | $267.9K | 0.15% | +714 | New |
| Greenfield Seitz Capital Management, LLC | 714 | $268.0K | 0.10% | −8−1.1% | Reduced |
| Ridgeline Wealth, LLC | 715 | $268.5K | 0.23% | −13−1.8% | Reduced |
| FSA Investment Group, LLC | 716 | $268.8K | 0.23% | +716 | New |
| Solutions 4 Wealth, Ltd | 718 | $269.5K | 0.48% | −102−12.4% | Reduced |
| Ridgeline Wealth Planning, LLC | 720 | $270.3K | 0.27% | +720 | New |
| Dravo Bay LLC | 721 | $270.7K | 0.14% | −52−6.7% | Reduced |
| Aquire Wealth Advisors, LLC | 726 | $272.8K | 0.08% | +18+2.5% | Added |
| New Harbor Financial Group, LLC | 727 | $272.9K | 0.07% | −2,500−77.5% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $273.3K | 0.14% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 730 | $274.0K | 0.13% | +730 | New |
| JDM Financial Group LLC | 730 | $274.1K | 0.14% | +31+4.4% | Added |
| JBGlobal.com LLC | 732 | $274.8K | 0.29% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 734 | $275.5K | 0.06% | 00.0% | Unchanged |
| LPF Advisors LLC | 736 | $276.4K | 0.23% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 725 | $277.1K | 0.20% | +134+22.7% | Added |
| David Wealth Management LLC | 739 | $277.6K | 0.23% | −8−1.1% | Reduced |
| Peak Financial Advisors LLC | 740 | $277.8K | 0.14% | −28−3.6% | Reduced |
| 10Elms LLP | 740 | $277.8K | 0.28% | 00.0% | Unchanged |
| Sincerus Advisory, LLC | 740 | $277.9K | 0.29% | −35−4.5% | Reduced |
| Ergawealth Advisors, Inc. | 741 | $278.1K | 0.14% | −10−1.3% | Reduced |
| Inlight Wealth Management, LLC | 745 | $279.7K | 0.17% | +1+0.1% | Added |
| HGK Asset Management Inc | 752 | $282.3K | 0.06% | +219+41.1% | Added |
| Kennicott Capital Management LLC | 756 | $283.7K | 0.19% | −186−19.7% | Reduced |
| Rice Hall James & Associates, LLC | 759 | $284.9K | 0.02% | +31+4.3% | Added |
| NorthLanding Financial Partners, LLC | 761 | $285.6K | 0.28% | 00.0% | Unchanged |
| Amara Financial, LLC. | 765 | $287.3K | 0.27% | +1+0.1% | Added |
| Clarity Asset Management, Inc. | 767 | $287.8K | 0.19% | −76−9.0% | Reduced |
| Mullooly Asset Management, Inc. | 767 | $287.8K | 0.13% | +767 | New |
| ONE Advisory Partners, LLC | 772 | $289.8K | 0.12% | +38+5.2% | Added |
| SWP Financial LLC | 773 | $290.2K | 0.18% | −52−6.3% | Reduced |
| Beddow Capital Management Inc | 775 | $291.0K | 0.11% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 782 | $293.0K | 0.19% | −354−31.2% | Reduced |
| Private Wealth Group, LLC | 784 | $294.3K | 0.17% | 00.0% | Unchanged |
| BCK Partners, Inc. | 787 | $295.4K | 0.18% | −474−37.6% | Reduced |
| TABR Capital Management, LLC | 791 | $297.0K | 0.31% | +42+5.6% | Added |
| Portland Financial Advisors Inc | 795 | $298.4K | 0.76% | +105+15.2% | Added |
| Sterling Investment Advisors LLC | 795 | $298.5K | 0.17% | −12−1.5% | Reduced |
| SageOak Financial, LLC | 797 | $299.2K | 0.27% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 797 | $299.2K | 0.36% | +797 | New |
| Hudson Capital Management LLC | 798 | $299.7K | 0.09% | +83+11.6% | Added |
| Elm Partners Management LLC | 799 | $299.8K | 0.02% | +116+17.0% | Added |
| RCS Financial Planning, LLC | 799 | $300.1K | 0.16% | −33−4.0% | Reduced |
| Lanham O'Dell & Company, Inc. | 800 | $300.3K | 0.17% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 801 | $300.7K | 0.08% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 802 | $301.1K | 0.14% | +25+3.2% | Added |
| Investment Planning Advisors, Inc. | 802 | $301.2K | 0.12% | +802 | New |
| Biltmore Wealth Management, LLC | 805 | $302.3K | 0.13% | 00.0% | Unchanged |
| Compass Financial Group, INC | 807 | $303.1K | 0.06% | +137+20.4% | Added |
| Eq LLC | 815 | $306.1K | 0.14% | +20+2.5% | Added |
| Barry Investment Advisors, LLC | 816 | $306.1K | 0.08% | +1+0.1% | Added |
| 1492 Capital Management LLC | 819 | $307.4K | 0.17% | −37−4.3% | Reduced |
| Sykon Capital LLC | 820 | $307.8K | 0.12% | −124−13.1% | Reduced |
| Five Pine Wealth Management | 831 | $312.0K | 0.25% | −34−3.9% | Reduced |
| Schwallier Wealth Management LLC | 836 | $313.8K | 0.23% | +836 | New |
| NDWM LLC | 836 | $313.8K | 0.31% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 838 | $314.5K | 0.12% | +1+0.1% | Added |
| Myecfo, LLC | 838 | $314.6K | 0.17% | −76−8.3% | Reduced |
| White Wing Wealth Management | 856 | $314.7K | 0.25% | +144+20.2% | Added |
| Afg Fiduciary Services Limited Partnership | 809 | $315.9K | 0.23% | −185−18.6% | Reduced |