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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 9,747 | $3.66M | 1.88% | +782+8.7% | Added |
| Southland Equity Partners LLC | 9,756 | $3.66M | 0.85% | +333+3.5% | Added |
| HighVista Strategies LLC | 9,758 | $3.66M | 1.41% | −800−7.6% | Reduced |
| Activest Wealth Management | 9,760 | $3.66M | 0.98% | +1,234+14.5% | Added |
| May Hill Capital, LLC | 9,761 | $3.66M | 1.38% | +513+5.5% | Added |
| Independent Wealth Network Inc. | 9,770 | $3.67M | 1.46% | −401−3.9% | Reduced |
| Pathway Financial Advisers, LLC | 9,772 | $3.67M | 1.26% | +278+2.9% | Added |
| Strategic Advocates LLC | 9,778 | $3.67M | 1.28% | +3,460+54.8% | Added |
| CKW Financial Group | 9,612 | $3.67M | 0.46% | −904−8.6% | Reduced |
| Pecaut & Co. | 9,818 | $3.69M | 1.25% | −1,324−11.9% | Reduced |
| Rbo & Co LLC | 9,826 | $3.69M | 0.59% | 00.0% | Unchanged |
| PFW Advisors LLC | 9,840 | $3.69M | 1.16% | −136−1.4% | Reduced |
| Green Square Capital Advisors LLC | 9,844 | $3.70M | 0.56% | −1,682−14.6% | Reduced |
| Arlington Partners LLC | 9,859 | $3.70M | 1.45% | +183+1.9% | Added |
| Integral Investment Advisors, Inc. | 9,863 | $3.70M | 1.18% | +204+2.1% | Added |
| Legacy Capital Group California, Inc. | 9,866 | $3.70M | 1.29% | +95+1.0% | Added |
| Pin Oak Investment Advisors Inc | 9,919 | $3.71M | 2.83% | +5,722+136.3% | Added |
| Fiduciary Financial Group, LLC | 9,731 | $3.71M | 0.81% | +422+4.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 9,896 | $3.71M | 1.51% | −572−5.5% | Reduced |
| Kapstone Financial Advisors LLC | 9,899 | $3.72M | 2.10% | +145+1.5% | Added |
| Kelly Financial Group LLC | 9,902 | $3.72M | 1.16% | +926+10.3% | Added |
| Prentice Wealth Management LLC | 9,909 | $3.72M | 1.07% | −345−3.4% | Reduced |
| Raleigh Capital Management Inc. | 9,921 | $3.72M | 1.69% | −3,121−23.9% | Reduced |
| LongView Wealth Management | 9,924 | $3.73M | 1.12% | −314−3.1% | Reduced |
| Northwest Wealth Management, LLC | 9,940 | $3.73M | 0.74% | +215+2.2% | Added |
| Satovsky Asset Management LLC | 10,131 | $3.74M | 0.84% | −25−0.2% | Reduced |
| Laraway Financial Inc | 9,970 | $3.74M | 2.97% | −47−0.5% | Reduced |
| One Day In July LLC | 9,977 | $3.75M | 0.37% | +1,104+12.4% | Added |
| Entropy Technologies, LP | 9,996 | $3.75M | 0.37% | +341+3.5% | Added |
| Miura Global Management, LLC | 10,000 | $3.75M | 5.56% | −22,000−68.8% | Reduced |
| Perseverance Asset Management International | 10,000 | $3.75M | 0.49% | −10,000−50.0% | Reduced |
| Harbert Fund Advisors, Inc. | 10,000 | $3.75M | 4.35% | −8,125−44.8% | Reduced |
| Olstein Capital Management, L.P. | 10,000 | $3.75M | 0.69% | +500+5.3% | Added |
| Rossby Financial, LCC | 9,581 | $3.75M | 1.62% | +1,374+16.7% | Added |
| FDx Advisors, Inc. | 10,006 | $3.76M | 1.22% | −323−3.1% | Reduced |
| Clarity Wealth Advisors, LLC | 10,080 | $3.78M | 1.05% | +58+0.6% | Added |
| Private Capital Management, LLC | 10,086 | $3.79M | 0.42% | +2,805+38.5% | Added |
| Beacon Capital Management, LLC | 10,087 | $3.79M | 0.51% | +90+0.9% | Added |
| Lewis Asset Management, LLC | 10,094 | $3.79M | 3.13% | +260+2.6% | Added |
| Lumbard & Kellner, LLC | 10,095 | $3.79M | 1.67% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 10,136 | $3.80M | 3.47% | −1,453−12.5% | Reduced |
| Rappaport Reiches Capital Management, LLC | 10,142 | $3.81M | 0.95% | +400+4.1% | Added |
| Ariadne Wealth Management, LP | 8,684 | $3.81M | 1.99% | +81+0.9% | Added |
| Running Point Capital Advisors, LLC | 10,153 | $3.81M | 1.21% | +1,887+22.8% | Added |
| Argyle Capital Partners, LLC | 10,156 | $3.81M | 3.27% | +308+3.1% | Added |
| First National Bank | 10,157 | $3.81M | 2.48% | −242−2.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 10,160 | $3.81M | 3.62% | +1,880+22.7% | Added |
| Trust Co | 10,198 | $3.83M | 0.45% | +1,043+11.4% | Added |
| Charter Oak Capital Management, LLC | 10,200 | $3.83M | 0.35% | +374+3.8% | Added |
| Landscape Capital Management, L.L.C. | 10,206 | $3.83M | 0.34% | +178+1.8% | Added |
| Landaas & Co | 10,212 | $3.83M | 1.06% | +6+0.1% | Added |
| Stillwater Wealth Management Group | 10,215 | $3.83M | 3.32% | +372+3.8% | Added |
| Well Done, LLC | 9,097 | $3.83M | 0.70% | −90−1.0% | Reduced |
| Riverview Trust Co | 10,241 | $3.84M | 3.79% | −140−1.3% | Reduced |
| Indiana Trust & Investment Management CO | 10,249 | $3.85M | 1.39% | −542−5.0% | Reduced |
| Symphony Financial, Ltd. Co. | 10,595 | $3.85M | 2.28% | −33,649−76.1% | Reduced |
| Brown Capital Management LLC | 10,274 | $3.86M | 0.12% | −6,742−39.6% | Reduced |
| Ewa, LLC | 10,283 | $3.86M | 1.43% | −6,838−39.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,283 | $3.86M | 1.75% | −2,136−17.2% | Reduced |
| Hikari Tsushin, Inc. | 10,283 | $3.86M | 0.26% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10,311 | $3.87M | 1.95% | +2,018+24.3% | Added |
| Gould Capital, LLC | 10,333 | $3.88M | 2.71% | −143−1.4% | Reduced |
| Gilbert & Cook, Inc. | 10,345 | $3.88M | 0.56% | −1,197−10.4% | Reduced |
| RF&L Wealth Management, LLC | 10,350 | $3.89M | 2.78% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 10,374 | $3.89M | 2.91% | −74−0.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 10,376 | $3.90M | 0.87% | +271+2.7% | Added |
| Madden Securities Corp | 10,381 | $3.90M | 1.51% | +139+1.4% | Added |
| Crowley Wealth Management, Inc. | 10,399 | $3.90M | 3.72% | −232−2.2% | Reduced |
| Rogco, LP | 10,411 | $3.91M | 1.57% | −1,469−12.4% | Reduced |
| Cascade Investment Advisors, Inc. | 10,415 | $3.91M | 2.64% | −116−1.1% | Reduced |
| New World Advisors LLC | 10,423 | $3.91M | 0.89% | +3,961+61.3% | Added |
| Vista Cima Wealth Management LLC | 10,431 | $3.92M | 4.22% | −725−6.5% | Reduced |
| tru Independence LLC | 10,438 | $3.92M | 1.22% | +13+0.1% | Added |
| Firethorn Wealth Partners, LLC | 10,449 | $3.92M | 1.87% | +714+7.3% | Added |
| Financial Sense Advisors, Inc. | 10,452 | $3.92M | 1.12% | −13−0.1% | Reduced |
| Keynote Financial Services LLC | 10,461 | $3.93M | 2.80% | +15+0.1% | Added |
| Gordian Advisors LLC | 10,462 | $3.93M | 3.12% | +20.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 10,466 | $3.93M | 0.22% | −4,960−32.2% | Reduced |
| Goepper Burkhardt LLC | 10,467 | $3.93M | 1.57% | +1,168+12.6% | Added |
| Avantra Family Wealth, Inc. | 10,471 | $3.93M | 3.77% | +140+1.4% | Added |
| Ellenbecker Investment Group | 10,477 | $3.93M | 0.71% | −210−2.0% | Reduced |
| Swisher Financial Concepts, Inc. | 10,499 | $3.94M | 3.26% | +2,367+29.1% | Added |
| Darwin Advisors, LLC | 9,360 | $3.95M | 1.33% | 00.0% | Unchanged |
| Sachetta, LLC | 10,529 | $3.95M | 1.62% | −528−4.8% | Reduced |
| New Insight Wealth Advisors | 10,558 | $3.96M | 1.80% | +2,675+33.9% | Added |
| MWA Asset Management | 10,590 | $3.98M | 2.76% | +358+3.5% | Added |
| Rialto Wealth Management, LLC | 10,598 | $3.98M | 1.25% | +159+1.5% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 10,600 | $3.98M | 4.51% | −5,500−34.2% | Reduced |
| Conway Capital Management, Inc. | 10,600 | $3.98M | 1.99% | −175−1.6% | Reduced |
| Clark Asset Management, LLC | 10,623 | $3.99M | 0.67% | +978+10.1% | Added |
| Acorn Financial Advisory Services Inc | 10,685 | $4.01M | 0.73% | −1,894−15.1% | Reduced |
| Financial Council Asset Management Inc | 10,713 | $4.02M | 2.17% | −23−0.2% | Reduced |
| Invenio Wealth Partners LLC | 10,723 | $4.03M | 1.69% | +64+0.6% | Added |
| Bingham Private Wealth, LLC | 10,730 | $4.03M | 4.16% | +418+4.1% | Added |
| BEAM Asset Management, LLC | 10,762 | $4.04M | 1.36% | −696−6.1% | Reduced |
| Front Street Capital Management, Inc. | 10,621 | $4.04M | 0.77% | +9+0.1% | Added |
| D.B. Root & Company, LLC | 10,775 | $4.04M | 1.31% | −609−5.3% | Reduced |
| Luts & Greenleigh Group, Inc | 10,776 | $4.05M | 4.02% | −63−0.6% | Reduced |
| bLong Financial, LLC | 10,777 | $4.05M | 3.59% | +150+1.4% | Added |
| Mendel Capital Management LLC | 10,786 | $4.05M | 2.45% | −174−1.6% | Reduced |