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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 8,204 | $3.08M | 3.76% | +187+2.3% | Added |
| Proquility Private Wealth Partners, LLC | 8,208 | $3.08M | 0.95% | +597+7.8% | Added |
| Red Wave Investments LLC | 8,229 | $3.09M | 1.11% | −49−0.6% | Reduced |
| Northern Financial Advisors Inc | 8,269 | $3.10M | 2.56% | −83−1.0% | Reduced |
| Monte Financial Group, LLC | 8,443 | $3.11M | 1.36% | +209+2.5% | Added |
| LSP Investment Advisors, LLC | 8,280 | $3.11M | 2.67% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 8,299 | $3.12M | 3.10% | −740−8.2% | Reduced |
| Interval Partners, LP | 8,301 | $3.12M | 0.11% | +8,301 | New |
| Cardinal Strategic Wealth Guidance | 8,301 | $3.12M | 1.00% | −1,066−11.4% | Reduced |
| Fairscale Capital, LLC | 8,303 | $3.12M | 2.81% | +74+0.9% | Added |
| Morey & Quinn Wealth Partners, LLC | 8,304 | $3.12M | 2.58% | +145+1.8% | Added |
| Fca Corp | 8,305 | $3.12M | 0.99% | +1,922+30.1% | Added |
| Brendel Financial Advisors LLC | 8,312 | $3.12M | 1.90% | +36+0.4% | Added |
| West Bancorporation Inc | 8,319 | $3.12M | 2.12% | −63−0.8% | Reduced |
| Fieldview Capital Management, LLC | 8,342 | $3.13M | 0.44% | −12,591−60.1% | Reduced |
| Jessup Wealth Management, Inc | 8,345 | $3.13M | 1.32% | +1,384+19.9% | Added |
| Pacific Global Investment Management CO | 8,357 | $3.14M | 4.44% | −443−5.0% | Reduced |
| Cannon Advisors, Inc. | 8,368 | $3.14M | 2.89% | −267−3.1% | Reduced |
| Twin Lakes Capital Management, LLC | 8,372 | $3.14M | 2.12% | −104−1.2% | Reduced |
| PKS Advisory Services, LLC | 8,334 | $3.14M | 0.86% | +285+3.5% | Added |
| Whipplewood Advisors, LLC | 8,217 | $3.14M | 1.86% | −591−6.7% | Reduced |
| D. Scott Neal, Inc. | 8,380 | $3.15M | 1.74% | −6−0.1% | Reduced |
| ORG Wealth Partners, LLC | 8,233 | $3.15M | 0.97% | +1,724+26.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,399 | $3.15M | 2.90% | −7,963−48.7% | Reduced |
| IAM Advisory, LLC | 8,420 | $3.16M | 0.82% | −120−1.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 8,422 | $3.16M | 0.37% | −917−9.8% | Reduced |
| Willner & Heller, LLC | 8,425 | $3.16M | 2.92% | +260+3.2% | Added |
| Partnership Wealth Management, LLC | 8,427 | $3.16M | 2.69% | −113−1.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,443 | $3.17M | 1.21% | +127+1.5% | Added |
| Johnson Financial Group, LLC | 8,443 | $3.17M | 0.33% | +8,443 | New |
| Capital Management Associates, Inc | 8,448 | $3.17M | 0.72% | +172+2.1% | Added |
| Haven Capital Group, Inc. | 8,456 | $3.17M | 3.50% | −202−2.3% | Reduced |
| Safeguard Financial, LLC | 8,457 | $3.17M | 0.70% | +30+0.4% | Added |
| Ellis Investment Partners, LLC | 8,459 | $3.18M | 0.66% | −347−3.9% | Reduced |
| Ifrah Financial Services, Inc. | 8,460 | $3.18M | 0.91% | −183−2.1% | Reduced |
| Fedenia Advisers LLC | 8,461 | $3.18M | 2.06% | +189+2.3% | Added |
| New Covenant Trust Company, N.A. | 8,385 | $3.18M | 3.35% | −184−2.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,466 | $3.18M | 1.58% | −269−3.1% | Reduced |
| Farrell Financial LLC | 8,466 | $3.18M | 2.31% | +110+1.3% | Added |
| Tributary Capital Management, LLC | 8,471 | $3.18M | 0.28% | −293−3.3% | Reduced |
| Saybrook Capital | 8,471 | $3.18M | 0.88% | +6,160+266.6% | Added |
| Coston, McIsaac & Partners | 8,476 | $3.18M | 0.93% | +142+1.7% | Added |
| 49 Wealth Management, LLC | 8,484 | $3.18M | 0.38% | −244−2.8% | Reduced |
| Keyvantage Wealth, LLC | 8,488 | $3.19M | 1.55% | +156+1.9% | Added |
| CoreFirst Bank & Trust | 8,493 | $3.19M | 2.05% | −607−6.7% | Reduced |
| Evergreen Wealth Management, LLC | 8,496 | $3.19M | 1.90% | +56+0.7% | Added |
| Barrett & Company, Inc. | 8,496 | $3.19M | 1.37% | −9−0.1% | Reduced |
| Vigilare Wealth Management | 8,516 | $3.20M | 1.28% | +47+0.6% | Added |
| Fortress Wealth Group, LLC | 8,113 | $3.20M | 1.57% | −826−9.2% | Reduced |
| M.D. Sass Investors Services, Inc. | 8,519 | $3.20M | 0.28% | −1,269−13.0% | Reduced |
| Mascagni Wealth Management, Inc. | 8,533 | $3.20M | 3.19% | 00.0% | Unchanged |
| Operose Advisors LLC | 8,538 | $3.21M | 1.06% | −406−4.5% | Reduced |
| Guerra Advisors Inc | 8,553 | $3.21M | 1.80% | +1,540+22.0% | Added |
| Atom Investors LP | 8,561 | $3.21M | 0.40% | 00.0% | Unchanged |
| Global Endowment Management, LP | 8,563 | $3.21M | 0.42% | −6,568−43.4% | Reduced |
| Delta Capital Management LLC | 8,565 | $3.21M | 1.87% | −235−2.7% | Reduced |
| Howard Bailey Securities, LLC | 8,572 | $3.22M | 1.07% | +396+4.8% | Added |
| Arbor Investment Advisors, LLC | 8,574 | $3.22M | 0.44% | −218−2.5% | Reduced |
| Sig Brokerage, LP | 8,576 | $3.22M | 0.94% | +8,576 | New |
| Montis Financial, LLC | 8,593 | $3.23M | 0.95% | −54−0.6% | Reduced |
| Rise Advisors, LLC | 8,605 | $3.23M | 1.43% | +3,419+65.9% | Added |
| Canandaigua National Trust Co of Florida | 8,608 | $3.23M | 2.85% | −1,527−15.1% | Reduced |
| Boomfish Wealth Group, LLC | 8,626 | $3.24M | 2.10% | +252+3.0% | Added |
| Glass Jacobson Investment Advisors llc | 7,697 | $3.24M | 1.07% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9,479 | $3.25M | 2.30% | +9,479 | New |
| Rede Wealth, LLC | 8,659 | $3.25M | 1.15% | +46+0.5% | Added |
| Westhampton Capital, LLC | 8,663 | $3.25M | 1.77% | −31−0.4% | Reduced |
| Baker Boyer National Bank | 8,666 | $3.25M | 1.20% | +357+4.3% | Added |
| Guerra Pan Advisors, LLC | 8,670 | $3.25M | 2.55% | −19−0.2% | Reduced |
| Oliver Luxxe Assets LLC | 8,677 | $3.26M | 0.61% | +275+3.3% | Added |
| FSA Advisors, Inc. | 8,686 | $3.26M | 2.59% | +4,816+124.4% | Added |
| Legacy Financial Strategies, LLC | 8,692 | $3.26M | 0.71% | −186−2.1% | Reduced |
| Baron Wealth Management LLC | 8,706 | $3.27M | 1.44% | −108−1.2% | Reduced |
| Generation Capital Management LLC | 8,710 | $3.27M | 2.94% | −181−2.0% | Reduced |
| Sterneck Capital Management, LLC | 8,766 | $3.29M | 1.78% | −34−0.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,773 | $3.29M | 0.65% | +11+0.1% | Added |
| Tevis Investment Management | 7,831 | $3.30M | 2.45% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 8,806 | $3.31M | 2.56% | +1,892+27.4% | Added |
| West Paces Advisors Inc. | 8,823 | $3.31M | 0.75% | +93+1.1% | Added |
| Wagner Wealth Management, LLC | 8,824 | $3.31M | 0.83% | −106−1.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,829 | $3.31M | 1.08% | +229+2.7% | Added |
| Fidelity D & D Bancorp Inc | 8,837 | $3.32M | 2.18% | −130−1.4% | Reduced |
| First National Bank Sioux Falls | 8,841 | $3.32M | 1.34% | +1,301+17.3% | Added |
| Palisades Hudson Asset Management, L.P. | 8,844 | $3.32M | 1.51% | −372−4.0% | Reduced |
| Napatree Capital LLC | 8,849 | $3.32M | 1.87% | +424+5.0% | Added |
| Petros Family Wealth, LLC | 8,858 | $3.33M | 3.68% | +651+7.9% | Added |
| MKT Advisors LLC | 9,347 | $3.34M | 1.57% | +67+0.7% | Added |
| SJS Investment Consulting Inc. | 8,911 | $3.35M | 0.57% | +1,412+18.8% | Added |
| Intrinsic Value Partners, LLC | 8,913 | $3.35M | 3.30% | −10.0% | Reduced |
| Vantage Financial Partners, LLC | 8,937 | $3.35M | 0.83% | +1,887+26.8% | Added |
| Integrity Financial Corp | 8,938 | $3.36M | 1.90% | +725+8.8% | Added |
| Mascoma Wealth Management LLC | 8,953 | $3.36M | 0.84% | +470+5.5% | Added |
| Foresight Capital Management Advisors, Inc. | 8,960 | $3.36M | 2.09% | +187+2.1% | Added |
| VisionPoint Advisory Group, LLC | 8,973 | $3.37M | 1.15% | +1,051+13.3% | Added |
| Caldwell Sutter Capital, Inc. | 8,973 | $3.37M | 1.60% | −403−4.3% | Reduced |
| Pictet Bank & Trust Ltd | 9,018 | $3.37M | 4.12% | −1,200−11.7% | Reduced |
| Indie Asset Partners, LLC | 8,983 | $3.37M | 2.92% | +297+3.4% | Added |
| Delap Wealth Advisory, LLC | 8,987 | $3.37M | 1.88% | −6,733−42.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,001 | $3.38M | 1.79% | +83+0.9% | Added |
| Pointe Capital Management LLC | 9,004 | $3.38M | 1.98% | −400−4.3% | Reduced |