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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 10,787 | $4.05M | 6.19% | −3,252−23.2% | Reduced |
| Insight Inv LLC | 50,130 | $4.05M | 2.79% | +39,605+376.3% | Added |
| Delphi Financial Group, Inc. | 10,800 | $4.05M | 2.45% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 10,814 | $4.06M | 3.42% | +2,461+29.5% | Added |
| Ti-Trust, Inc | 10,815 | $4.06M | 2.69% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 10,829 | $4.06M | 0.75% | +24+0.2% | Added |
| Pinnacle Holdings, LLC | 10,830 | $4.07M | 1.55% | −628−5.5% | Reduced |
| Fountainhead AM, LLC | 10,831 | $4.07M | 0.66% | +3,272+43.3% | Added |
| Titleist Asset Management, LLC | 10,832 | $4.07M | 0.47% | −783−6.7% | Reduced |
| Libra Wealth LLC | 10,846 | $4.07M | 1.53% | +855+8.6% | Added |
| Dudley & Shanley, Inc. | 10,854 | $4.07M | 0.64% | −700−6.1% | Reduced |
| Goldstein Advisors, LLC | 10,857 | $4.08M | 0.60% | +218+2.0% | Added |
| Warther Private Wealth, LLC | 10,861 | $4.08M | 1.36% | −9,204−45.9% | Reduced |
| CLG LLC | 10,862 | $4.08M | 1.42% | +18+0.2% | Added |
| Carr Financial Group Corp | 10,875 | $4.08M | 1.34% | −1,039−8.7% | Reduced |
| Proffitt & Goodson Inc | 10,880 | $4.08M | 0.67% | −102−0.9% | Reduced |
| Shum Financial Group, Inc. | 10,881 | $4.08M | 3.53% | +317+3.0% | Added |
| Conscious Wealth Investments, LLC | 9,310 | $4.08M | 2.84% | +2,204+31.0% | Added |
| RW Investment Management LLC | 10,881 | $4.08M | 0.50% | +133+1.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 10,887 | $4.09M | 1.53% | −20−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 10,887 | $4.09M | 2.96% | +672+6.6% | Added |
| Alta Wealth Advisors LLC | 10,895 | $4.09M | 1.88% | +74+0.7% | Added |
| Robinswood Financial LLC | 10,911 | $4.10M | 1.51% | +277+2.6% | Added |
| Brookmont Capital Management | 10,919 | $4.10M | 2.31% | −497−4.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 10,922 | $4.10M | 1.64% | −235−2.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 10,929 | $4.10M | 1.55% | −845−7.2% | Reduced |
| Aire Advisors, LLC | 10,941 | $4.11M | 0.86% | −2,158−16.5% | Reduced |
| Aull & Monroe Investment Management Corp | 10,942 | $4.11M | 2.04% | +235+2.2% | Added |
| TSFG, LLC | 10,944 | $4.11M | 0.84% | +323+3.0% | Added |
| Blue Square Asset Management, LLC | 10,954 | $4.11M | 2.21% | +2,315+26.8% | Added |
| Victory Financial Group, LLC | 10,928 | $4.11M | 0.79% | +2,090+23.6% | Added |
| Quad-Cities Investment Group, LLC | 10,963 | $4.12M | 2.03% | +336+3.2% | Added |
| Provenance Wealth Advisors, LLC | 10,971 | $4.12M | 0.59% | −1,239−10.1% | Reduced |
| Access Financial Services, Inc. | 10,976 | $4.12M | 1.66% | +624+6.0% | Added |
| Turn8 Private Wealth Inc. | 11,000 | $4.13M | 3.23% | +340+3.2% | Added |
| Blue Sky Capital Consultants Group, Inc. | 11,006 | $4.13M | 2.70% | +193+1.8% | Added |
| New Wave Wealth Advisors LLC | 11,011 | $4.13M | 1.85% | +1,459+15.3% | Added |
| Pacific Point Advisors, LLC | 11,020 | $4.14M | 2.32% | −1,902−14.7% | Reduced |
| Crew Capital Management, Ltd. | 11,031 | $4.14M | 3.38% | +249+2.3% | Added |
| Karani Asset Management LLC | 11,035 | $4.14M | 4.39% | −3,542−24.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 11,037 | $4.14M | 0.59% | −580−5.0% | Reduced |
| Holistic Planning, LLC | 11,057 | $4.15M | 1.41% | +160+1.5% | Added |
| Copperwynd Financial, LLC | 11,059 | $4.15M | 1.15% | −985−8.2% | Reduced |
| Spahn Wealth & Retirement LLC | 11,075 | $4.16M | 3.05% | −42−0.4% | Reduced |
| Hoxton Planning & Management, LLC | 11,095 | $4.16M | 1.59% | −288−2.5% | Reduced |
| Bullseye Investment Management, LLC | 11,105 | $4.17M | 2.54% | −4,957−30.9% | Reduced |
| Five Oceans Advisors | 11,111 | $4.17M | 2.00% | −2,360−17.5% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 11,155 | $4.19M | 1.22% | −14,702−56.9% | Reduced |
| Affinity Capital Advisors, LLC | 10,808 | $4.20M | 0.83% | +264+2.5% | Added |
| Custom Index Systems, LLC | 11,212 | $4.21M | 2.13% | +2,839+33.9% | Added |
| MB, Levis & Associates, LLC | 11,217 | $4.21M | 1.95% | −32−0.3% | Reduced |
| Beacon Financial Advisory LLC | 11,228 | $4.21M | 1.28% | +1,359+13.8% | Added |
| Northstar Group, Inc. | 11,231 | $4.22M | 0.68% | −275−2.4% | Reduced |
| Cacti Asset Management LLC | 11,130 | $4.22M | 0.34% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 11,235 | $4.22M | 2.12% | +129+1.2% | Added |
| Gitterman Wealth Management, LLC | 11,246 | $4.22M | 1.12% | +27+0.2% | Added |
| Monograph Wealth Advisors, LLC | 11,256 | $4.23M | 0.58% | −8,298−42.4% | Reduced |
| Samalin Investment Counsel, LLC | 11,258 | $4.23M | 1.72% | +493+4.6% | Added |
| MeadowBrook Investment Advisors LLC | 11,273 | $4.23M | 3.95% | −25−0.2% | Reduced |
| Smith Shellnut Wilson LLC | 11,283 | $4.24M | 1.94% | +10+0.1% | Added |
| Castle Wealth Management LLC | 11,293 | $4.24M | 1.66% | +452+4.2% | Added |
| Investment Advisory Group, LLC | 11,300 | $4.24M | 1.42% | −1,664−12.8% | Reduced |
| Rockingstone Advisors LLC | 11,317 | $4.25M | 1.91% | +85+0.8% | Added |
| Wealthquest Corp | 11,322 | $4.25M | 0.35% | −377−3.2% | Reduced |
| Matauro, LLC | 11,341 | $4.26M | 0.86% | +3,443+43.6% | Added |
| Sulzberger Capital Advisors, Inc. | 11,341 | $4.26M | 5.60% | −1,788−13.6% | Reduced |
| Amplius Wealth Advisors, LLC | 11,364 | $4.27M | 0.44% | −598−5.0% | Reduced |
| Focused Wealth Management, Inc | 11,375 | $4.27M | 0.58% | +1,168+11.4% | Added |
| Proathlete Wealth Management LLC | 11,356 | $4.27M | 1.56% | −29−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 11,376 | $4.27M | 2.03% | +17+0.1% | Added |
| Burt Wealth Advisors | 11,398 | $4.28M | 1.07% | −118−1.0% | Reduced |
| AGH Wealth Advisors, LLC | 11,411 | $4.28M | 4.13% | −406−3.4% | Reduced |
| Carolinas Wealth Consulting LLC | 11,434 | $4.29M | 0.92% | −2,821−19.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 11,461 | $4.30M | 2.66% | −1,610−12.3% | Reduced |
| Falcon Wealth Planning | 11,465 | $4.30M | 0.48% | +687+6.4% | Added |
| Gables Capital Management Inc. | 11,489 | $4.31M | 2.13% | +142+1.3% | Added |
| Bullock Wealth Management Group | 11,286 | $4.31M | 2.41% | −102−0.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 11,493 | $4.31M | 4.60% | +800+7.5% | Added |
| Cahill Financial Advisors Inc | 11,493 | $4.31M | 0.59% | −266−2.3% | Reduced |
| Monetta Financial Services Inc | 11,500 | $4.32M | 3.82% | −4,500−28.1% | Reduced |
| RV Capital GmbH | 11,500 | $4.32M | 0.95% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 11,505 | $4.32M | 2.96% | −745−6.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 11,540 | $4.33M | 3.27% | −252−2.1% | Reduced |
| Todd Asset Management LLC | 11,551 | $4.34M | 0.10% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 11,555 | $4.34M | 1.96% | +26+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 11,556 | $4.34M | 2.70% | −156−1.3% | Reduced |
| Avanda Investment Management Pte. Ltd. | 11,563 | $4.34M | 1.54% | +89+0.8% | Added |
| Ssi Investment Management LLC | 11,565 | $4.34M | 0.34% | −7−0.1% | Reduced |
| Oxinas Partners Wealth Management LLC | 11,582 | $4.35M | 2.57% | +525+4.7% | Added |
| Fermata Advisors, LLC | 11,598 | $4.35M | 0.79% | +83+0.7% | Added |
| Opes Wealth Management LLC | 11,602 | $4.36M | 0.88% | +173+1.5% | Added |
| Affiance Financial, LLC | 11,616 | $4.36M | 1.02% | −528−4.3% | Reduced |
| Eagle Strategies LLC | 11,625 | $4.36M | 0.76% | −765−6.2% | Reduced |
| Knightsbridge Asset Management, LLC | 11,627 | $4.36M | 1.12% | +836+7.7% | Added |
| Fortis Group Advisors, LLC | 11,632 | $4.37M | 0.85% | −840−6.7% | Reduced |
| Silverberg Bernstein Capital Management LLC | 11,642 | $4.37M | 4.07% | +9,000+340.7% | Added |
| Commons Capital, LLC | 11,648 | $4.37M | 4.01% | −677−5.5% | Reduced |
| Nvest Financial, LLC | 11,649 | $4.37M | 2.34% | −187−1.6% | Reduced |
| Eagle Bay Advisors LLC | 11,661 | $4.38M | 3.71% | −1,087−8.5% | Reduced |
| RIA Advisory Group LLC | 11,688 | $4.39M | 1.43% | +1,538+15.2% | Added |