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 |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 9,008 | $3.38M | 1.82% | −493−5.2% | Reduced |
| Pullen Investment Management, LLC | 9,012 | $3.38M | 2.14% | −492−5.2% | Reduced |
| Talisman Wealth Advisors LLC | 9,016 | $3.38M | 3.48% | +2,286+34.0% | Added |
| Park Square Financial Group, LLC | 9,016 | $3.38M | 2.69% | −194−2.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,016 | $3.38M | 0.83% | +7+0.1% | Added |
| DMG Group, LLC | 9,040 | $3.39M | 2.76% | +93+1.0% | Added |
| Novus Advisors, LLC | 9,041 | $3.39M | 3.42% | −239−2.6% | Reduced |
| Riverpark Capital Management LLC | 9,043 | $3.39M | 6.23% | +572+6.8% | Added |
| N.E.W. Advisory Services LLC | 9,045 | $3.40M | 0.26% | +1,927+27.1% | Added |
| Provident Trust Co | 9,072 | $3.41M | 0.06% | +78+0.9% | Added |
| Patriot Investment Management Inc. | 9,078 | $3.41M | 0.26% | −23−0.3% | Reduced |
| Flaharty Asset Management, LLC | 9,085 | $3.41M | 0.49% | +28+0.3% | Added |
| Everest Management Corp. | 9,089 | $3.41M | 3.11% | +1,640+22.0% | Added |
| Garner Asset Management Corp | 9,096 | $3.41M | 1.50% | −450−4.7% | Reduced |
| Southern Capital Advisors, LLC | 9,100 | $3.42M | 1.89% | +375+4.3% | Added |
| Tarbox Family Office, Inc. | 9,109 | $3.42M | 0.57% | −38−0.4% | Reduced |
| Cynosure Management, LLC | 9,110 | $3.42M | 0.47% | −861−8.6% | Reduced |
| Precedent Wealth Partners, LLC | 9,120 | $3.42M | 0.95% | +730+8.7% | Added |
| Select Asset Management & Trust | 9,128 | $3.43M | 1.37% | −630−6.5% | Reduced |
| Opal Wealth Advisors, LLC | 9,131 | $3.43M | 1.06% | −786−7.9% | Reduced |
| Proactive Wealth Strategies LLC | 9,134 | $3.43M | 1.83% | +32+0.4% | Added |
| Sterling Investment Management, Inc. | 9,135 | $3.43M | 2.44% | −106−1.1% | Reduced |
| HT Partners LLC | 9,136 | $3.43M | 1.18% | −160−1.7% | Reduced |
| Sanchez Wealth Management Group | 9,138 | $3.43M | 0.93% | +129+1.4% | Added |
| VERITY Wealth Advisors | 9,141 | $3.43M | 2.54% | −204−2.2% | Reduced |
| Game Creek Capital, LP | 9,150 | $3.43M | 2.14% | −600−6.2% | Reduced |
| 17 Capital Partners, LLC | 9,142 | $3.44M | 2.21% | +117+1.3% | Added |
| West Wealth Group, LLC | 8,994 | $3.44M | 1.02% | +1,108+14.1% | Added |
| Warren Street Wealth Advisors, LLC | 9,159 | $3.44M | 1.35% | +234+2.6% | Added |
| Salvus Wealth Management, LLC | 9,161 | $3.44M | 2.16% | +27+0.3% | Added |
| Hilltop Partners LLC | 9,163 | $3.44M | 1.16% | +611+7.1% | Added |
| Barden Capital Management, Inc. | 9,164 | $3.44M | 3.06% | +38+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 9,183 | $3.45M | 1.23% | +217+2.4% | Added |
| Fjell Capital, LLC | 9,186 | $3.45M | 3.50% | +812+9.7% | Added |
| Werba Rubin Papier Wealth Management | 9,192 | $3.45M | 0.75% | +68+0.7% | Added |
| Goldstone Financial Group, LLC | 9,194 | $3.45M | 0.52% | +1,406+18.1% | Added |
| FSB Premier Wealth Management, Inc. | 9,197 | $3.45M | 1.35% | +891+10.7% | Added |
| Glynn Capital Management LLC | 9,212 | $3.46M | 0.91% | −57−0.6% | Reduced |
| Prospect Financial Services LLC | 9,222 | $3.46M | 1.92% | −264−2.8% | Reduced |
| Midwest Financial Group LLC | 9,226 | $3.46M | 2.01% | −216−2.3% | Reduced |
| Breed's Hill Capital LLC | 9,226 | $3.46M | 1.87% | +223+2.5% | Added |
| Kirtland Hills Capital Management, LLC | 9,418 | $3.46M | 2.11% | +2,648+39.1% | Added |
| Berkeley, Inc | 9,249 | $3.47M | 1.63% | −32−0.3% | Reduced |
| Tsai Capital Corp | 9,263 | $3.48M | 2.86% | −534−5.5% | Reduced |
| Heritage Family Offices, LLP | 9,263 | $3.48M | 1.78% | +295+3.3% | Added |
| LJI Wealth Management, LLC | 9,277 | $3.48M | 0.69% | +30.0% | Added |
| Sunbeam Capital Management, LLC | 9,285 | $3.49M | 3.32% | +70+0.8% | Added |
| Lynx Investment Advisory | 9,292 | $3.49M | 2.33% | +126+1.4% | Added |
| Northstar Financial Companies, Inc. | 9,296 | $3.49M | 3.79% | −314−3.3% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 9,298 | $3.49M | 1.07% | +929+11.1% | Added |
| Richard W. Paul & Associates, LLC | 9,301 | $3.49M | 1.37% | −449−4.6% | Reduced |
| Outlook Wealth Advisors, LLC | 9,311 | $3.50M | 0.97% | +907+10.8% | Added |
| Platinum Investment Management Ltd | 9,340 | $3.51M | 0.20% | +351+3.9% | Added |
| Legato Capital Management LLC | 9,355 | $3.51M | 0.47% | +704+8.1% | Added |
| Apeiron RIA LLC | 9,357 | $3.51M | 1.06% | −344−3.5% | Reduced |
| Triumph Capital Management | 9,359 | $3.51M | 1.17% | +1,012+12.1% | Added |
| Signature Wealth Management Partners, LLC | 9,360 | $3.51M | 2.30% | −142−1.5% | Reduced |
| Aletheian Wealth Advisors LLC | 9,379 | $3.52M | 1.98% | +1,115+13.5% | Added |
| WMG Financial Advisors, LLC | 9,383 | $3.52M | 1.50% | +660+7.6% | Added |
| Providence First Trust Co | 9,387 | $3.52M | 1.43% | −400−4.1% | Reduced |
| Wealth Quarterback LLC | 9,400 | $3.53M | 1.99% | +478+5.4% | Added |
| Fonville Wealth Management LLC | 9,273 | $3.53M | 1.04% | +941+11.3% | Added |
| Accuvest Global Advisors | 9,422 | $3.54M | 3.01% | −675−6.7% | Reduced |
| Washburn Capital Management, Inc. | 9,437 | $3.54M | 2.33% | −897−8.7% | Reduced |
| Mayport, LLC | 9,445 | $3.55M | 0.98% | +389+4.3% | Added |
| Baer Investment Advisory LLC | 4,025 | $3.55M | 5.34% | −66−1.6% | Reduced |
| Lakehouse Capital Pty Ltd | 9,472 | $3.56M | 2.36% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 9,479 | $3.56M | 0.45% | −272−2.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,484 | $3.56M | 2.72% | −70−0.7% | Reduced |
| PUREfi Wealth, LLC | 9,486 | $3.56M | 3.56% | +843+9.8% | Added |
| Diversified Investment Strategies, LLC | 9,492 | $3.56M | 2.42% | −175−1.8% | Reduced |
| Guardian Investment Management | 9,494 | $3.56M | 3.05% | −2,271−19.3% | Reduced |
| Cross Staff Investments Inc | 9,516 | $3.57M | 2.70% | +50+0.5% | Added |
| LWM Advisory Services, LLC | 9,490 | $3.57M | 2.48% | −33−0.3% | Reduced |
| Rational Advisors LLC | 9,522 | $3.57M | 0.36% | −991−9.4% | Reduced |
| Strata Wealth Advisors, LLC | 9,529 | $3.58M | 1.11% | −748−7.3% | Reduced |
| Accel Wealth Management | 9,530 | $3.58M | 1.29% | −64−0.7% | Reduced |
| Exchange Bank | 9,547 | $3.58M | 2.89% | −129−1.3% | Reduced |
| Milestone Asset Management, LLC | 9,557 | $3.59M | 0.77% | +931+10.8% | Added |
| WJ Wealth Management, LLC | 9,570 | $3.59M | 1.27% | −3,180−24.9% | Reduced |
| Forefront Wealth Partners, LLC | 9,574 | $3.59M | 2.45% | +267+2.9% | Added |
| Challenger Wealth Management | 9,581 | $3.60M | 2.85% | −1,492−13.5% | Reduced |
| Pring Turner Capital Group Inc | 9,587 | $3.60M | 2.23% | +280+3.0% | Added |
| Granite Harbor Advisors, Inc. | 9,588 | $3.60M | 1.91% | +1,971+25.9% | Added |
| Renasant Bank | 9,610 | $3.61M | 2.39% | +54+0.6% | Added |
| Allium Financial Advisors, LLC | 9,611 | $3.61M | 3.29% | +9,611 | New |
| Advance Capital Management, Inc. | 9,618 | $3.61M | 0.17% | +166+1.8% | Added |
| SLT Holdings LLC | 9,627 | $3.61M | 3.40% | +203+2.2% | Added |
| Clark Financial Services Group Inc | 9,644 | $3.62M | 2.51% | +72+0.8% | Added |
| Seneschal Advisors, LLC | 9,652 | $3.62M | 3.11% | +255+2.7% | Added |
| Mainsail Financial Group, LLC | 9,653 | $3.62M | 2.05% | −91−0.9% | Reduced |
| Birch Financial Group, LLC | 9,693 | $3.64M | 3.24% | +1,571+19.3% | Added |
| Detalus Advisors, LLC | 9,699 | $3.64M | 1.14% | +2,109+27.8% | Added |
| Three Seasons Wealth, LLC | 9,706 | $3.64M | 1.81% | +21+0.2% | Added |
| Atala Financial Inc | 9,700 | $3.64M | 2.73% | +420+4.5% | Added |
| Alliance Wealth Advisors, LLC | 9,710 | $3.65M | 2.14% | +381+4.1% | Added |
| Massachusetts Wealth Management | 9,720 | $3.65M | 2.50% | −89−0.9% | Reduced |
| NDVR, Inc. | 9,722 | $3.65M | 3.72% | −72−0.7% | Reduced |
| Heritage Financial Services, LLC | 9,722 | $3.65M | 0.36% | +1,071+12.4% | Added |
| Arcataur Capital Management LLC | 9,726 | $3.65M | 1.24% | −733−7.0% | Reduced |