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 |
|---|---|---|---|---|---|
| David Kennon Inc | 845 | $317.1K | 0.13% | −90−9.6% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 851 | $319.4K | 0.09% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $320.2K | 0.07% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 864 | $324.2K | 0.35% | −3−0.3% | Reduced |
| Two West Capital Advisors LLC | 836 | $324.9K | 0.27% | −156−15.7% | Reduced |
| Shore Point Advisors, LLC | 865 | $325.1K | 0.17% | 00.0% | Unchanged |
| Hoese & Co LLP | 867 | $325.4K | 0.28% | −328−27.4% | Reduced |
| Cardinal Capital Management, Inc. | 870 | $326.6K | 0.01% | −65−7.0% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 873 | $327.6K | 0.24% | −523−37.5% | Reduced |
| HC Advisors, LLC | 873 | $328.0K | 0.25% | −212−19.5% | Reduced |
| Attessa Capital LLC | 876 | $329.0K | 0.22% | −453−34.1% | Reduced |
| Leverty Financial Group, LLC | 877 | $329.3K | 0.13% | 00.0% | Unchanged |
| Yardley Wealth Management LLC | 880 | $330.0K | 0.19% | −2,094−70.4% | Reduced |
| Poinciana Advisors Group, LLC | 886 | $332.6K | 0.34% | +207+30.5% | Added |
| Del-Sette Capital Management, LLC | 896 | $336.2K | 0.26% | −3−0.3% | Reduced |
| AIFG Consultants Ltd. | 896 | $336.3K | 0.55% | +14+1.6% | Added |
| Alpha Financial Advisors, LLC | 896 | $336.3K | 0.15% | +23+2.6% | Added |
| Integrated Capital Management, Inc. | 900 | $337.9K | 0.27% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 983 | $341.6K | 0.06% | −1,882−65.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 914 | $343.1K | 0.11% | +355+63.5% | Added |
| Monument Group Wealth Advisors, LLC | 921 | $345.7K | 0.24% | −56−5.7% | Reduced |
| WealthTrak Capital Management LLC | 922 | $346.1K | 0.30% | −159−14.7% | Reduced |
| Lam Group, Inc. | 925 | $347.2K | 0.26% | +12+1.3% | Added |
| Sicart Associates LLC | 926 | $347.6K | 0.12% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 931 | $349.5K | 0.43% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 940 | $352.9K | 0.28% | −236−20.1% | Reduced |
| Causeway Capital Management LLC | 940 | $352.9K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 940 | $352.9K | 0.24% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 943 | $354.0K | 0.02% | −90−8.7% | Reduced |
| Vawter Financial, Ltd. | 944 | $354.4K | 0.20% | −70−6.9% | Reduced |
| Aspect Partners, LLC | 946 | $354.9K | 0.20% | −9−0.9% | Reduced |
| Sky-Mountain Capital Management, Inc. | 947 | $355.6K | 0.30% | +947 | New |
| Keystone Financial Group, Inc. | 825 | $357.6K | 0.25% | −70−7.8% | Reduced |
| McGrath & Associates, Inc. | 953 | $357.6K | 0.65% | +196+25.9% | Added |
| Benchmark Wealth Management, LLC | 953 | $357.8K | 0.17% | −46−4.6% | Reduced |
| Maryland Capital Advisors Inc. | 955 | $358.5K | 0.16% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 960 | $361.1K | 0.14% | +960 | New |
| Nestegg Advisors, Inc. | 965 | $362.2K | 0.38% | +1+0.1% | Added |
| True Wealth Design, LLC | 966 | $362.5K | 0.14% | +337+53.6% | Added |
| Treasure Coast Financial Planning | 971 | $364.5K | 0.23% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 974 | $365.6K | 0.26% | −40−3.9% | Reduced |
| Clarity Capital Advisors, LLC | 975 | $366.0K | 0.24% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 977 | $366.8K | 0.44% | −3,410−77.7% | Reduced |
| Mills Wealth Advisors LLC | 978 | $367.1K | 0.19% | +41+4.4% | Added |
| Certus Wealth Management, LLC | 821 | $369.0K | 0.25% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 986 | $370.1K | 0.06% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 988 | $370.7K | 0.23% | −11,183−91.9% | Reduced |
| Infinity Wealth Counsel, LLC | 994 | $373.1K | 0.40% | −30−2.9% | Reduced |
| City Center Advisors, LLC | 994 | $373.2K | 0.44% | +70+7.6% | Added |
| Meridian Management Co | 997 | $374.3K | 0.12% | −1,524−60.5% | Reduced |
| BOCHK Asset Management Ltd | 1,000 | $375.4K | 0.21% | −23,200−95.9% | Reduced |
| Interactive Financial Advisors | 1,000 | $375.4K | 0.20% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,000 | $375.4K | 0.78% | −15−1.5% | Reduced |
| Kraft Asset Management, LLC | 1,004 | $376.9K | 0.35% | −195−16.3% | Reduced |
| BCGM Wealth Management, LLC | 1,005 | $377.2K | 0.12% | +29+3.0% | Added |
| Safir Wealth Advisors, LLC | 1,006 | $377.6K | 0.30% | +326+47.9% | Added |
| ArborFi Advisors, LLC | 1,007 | $378.0K | 0.38% | −65−6.1% | Reduced |
| Hyperion Capital Advisors LP | 1,007 | $378.0K | 0.21% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,007 | $378.0K | 0.29% | +124+14.0% | Added |
| SWAN Capital LLC | 1,014 | $380.5K | 0.18% | +38+3.9% | Added |
| Williamson Legacy Group, LLC | 1,015 | $381.0K | 0.36% | −2,886−74.0% | Reduced |
| Vista Finance, LLC | 1,017 | $381.6K | 0.33% | +1+0.1% | Added |
| FSR Wealth Management Ltd. | 1,022 | $383.5K | 0.51% | −640−38.5% | Reduced |
| BG Investment Services, Inc. | 1,027 | $385.6K | 0.42% | +239+30.3% | Added |
| Wela Strategies, Inc. | 1,028 | $385.9K | 0.16% | +1,028 | New |
| CFC Planning Co LLC | 1,028 | $386.0K | 0.42% | +101+10.9% | Added |
| Kropog Financial Group, LLC | 1,030 | $386.8K | 0.37% | −15−1.4% | Reduced |
| McCarthy & Cox | 1,031 | $386.9K | 0.17% | −99−8.8% | Reduced |
| Fusion Family Wealth LLC | 1,031 | $387.0K | 0.04% | 00.0% | Unchanged |
| GatePass Capital, LLC | 1,032 | $387.3K | 0.29% | +40+4.0% | Added |
| Highland Financial Advisors, LLC | 1,033 | $387.6K | 0.14% | −220−17.6% | Reduced |
| Stephen J. Garry & Associates, LLC | 1,037 | $389.3K | 0.36% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,038 | $389.7K | 0.33% | −87−7.7% | Reduced |
| Adapt Wealth Advisors, LLC | 1,041 | $390.8K | 0.19% | −98−8.6% | Reduced |
| Highlander Partners, L.P. | 1,050 | $394.2K | 0.24% | 00.0% | Unchanged |
| Avenir Tech Ltd | 1,050 | $394.2K | 0.05% | +1,050 | New |
| Iron Horse Wealth Management, LLC | 1,057 | $396.8K | 0.13% | −231−17.9% | Reduced |
| Balanced Rock Investment Advisor | 1,067 | $400.5K | 0.32% | +18+1.7% | Added |
| Beck Bode, LLC | 1,067 | $400.6K | 0.07% | −1,252−54.0% | Reduced |
| Marmo Financial Group, LLC | 1,078 | $404.6K | 0.22% | −14−1.3% | Reduced |
| Stephenson National Bank & Trust | 1,079 | $405.0K | 0.15% | +63+6.2% | Added |
| Sunesis Advisors, LLC | 1,082 | $406.2K | 0.22% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,085 | $407.3K | 0.07% | 00.0% | Unchanged |
| IvyRock Asset Management (HK) Ltd | 1,090 | $409.2K | 0.19% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 1,092 | $409.9K | 0.13% | −250−18.6% | Reduced |
| Roth Financial Partners LLC | 1,094 | $410.7K | 0.16% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 1,095 | $411.1K | 0.12% | −170−13.4% | Reduced |
| FinDec Wealth Services, Inc. | 1,098 | $412.0K | 0.41% | −736−40.1% | Reduced |
| Mendota Financial Group, LLC | 1,099 | $412.6K | 0.45% | −503−31.4% | Reduced |
| Significant Wealth Partners LLC | 1,100 | $413.0K | 0.21% | +79+7.7% | Added |
| SpringVest Wealth Management LLC | 1,105 | $414.7K | 0.34% | −418−27.4% | Reduced |
| Total Wealth Planning, LLC | 1,108 | $415.8K | 0.06% | −47−4.1% | Reduced |
| Graver Capital Management, LLC | 1,111 | $417.1K | 0.43% | −6−0.5% | Reduced |
| WJ Interests, LLC | 1,115 | $418.6K | 0.19% | +118+11.8% | Added |
| Corepath Wealth Partners LLC | 1,142 | $418.9K | 0.40% | −23−2.0% | Reduced |
| Legacy Wealth Managment, LLC | 1,118 | $419.7K | 0.30% | −19−1.7% | Reduced |
| Oxford Asset Management LLP | 1,119 | $420.1K | 0.19% | +1,119 | New |
| Fox Run Management, L.L.C. | 1,128 | $423.4K | 0.07% | −1,311−53.8% | Reduced |
| Jordan Park Trust Co LLC | 1,132 | $424.9K | 0.40% | −9−0.8% | Reduced |
| Surience Private Wealth LLC | 1,132 | $424.9K | 0.74% | −9,921−89.8% | Reduced |