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 |
|---|---|---|---|---|---|
| WFA Asset Management Corp | 1,016 | $427.4K | 0.22% | +192+23.3% | Added |
| DC Investments Management, LLC | 1,142 | $428.7K | 0.22% | +1,142 | New |
| Avant Capital LLC | 1,145 | $429.9K | 0.36% | −9−0.8% | Reduced |
| Summit Investment Advisory Services, LLC | 1,149 | $431.4K | 0.21% | +354+44.5% | Added |
| FMA Wealth Management, LLC | 1,088 | $432.0K | 0.33% | −25−2.2% | Reduced |
| Brooklyn FI, LLC | 1,154 | $433.2K | 0.13% | +1,154 | New |
| Keeley-Teton Advisors, LLC | 1,157 | $434.5K | 0.05% | −250−17.8% | Reduced |
| JFG Wealth Management, LLC | 1,160 | $435.4K | 0.10% | −1,335−53.5% | Reduced |
| BancFirst Trust & Investment Management | 1,152 | $436.4K | 0.22% | −921−44.4% | Reduced |
| Sagace Wealth Management LLC | 1,163 | $436.6K | 0.33% | −432−27.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,172 | $440.0K | 0.28% | −23−1.9% | Reduced |
| Pinnacle Financial Group, LLC | 1,178 | $442.2K | 0.16% | +114+10.7% | Added |
| Principia Wealth Advisory, LLC | 1,134 | $442.8K | 0.43% | +82+7.8% | Added |
| GenWealth Group, Inc. | 1,180 | $443.0K | 0.10% | −204−14.7% | Reduced |
| PTM Wealth Management, LLC | 1,264 | $448.2K | 0.47% | +1,264 | New |
| Truefg, LLC | 1,194 | $448.2K | 0.15% | −12−1.0% | Reduced |
| Ping Capital Management, Inc. | 1,200 | $450.5K | 0.30% | +600+100.0% | Added |
| 5T Wealth, LLC | 1,204 | $451.8K | 0.26% | +173+16.8% | Added |
| Black Swift Group, LLC | 1,204 | $452.0K | 0.10% | −14,037−92.1% | Reduced |
| IMG Wealth Management, Inc. | 1,208 | $453.6K | 0.41% | −6−0.5% | Reduced |
| Beacon Financial Planning, Inc | 1,221 | $458.4K | 0.26% | +1+0.1% | Added |
| Ehrlich Financial Group | 1,224 | $459.4K | 0.33% | +53+4.5% | Added |
| TCP Asset Management, LLC | 1,225 | $459.8K | 0.10% | −37−2.9% | Reduced |
| Landmark Wealth Management, LLC | 1,226 | $460.0K | 0.20% | −10−0.8% | Reduced |
| Fee-Only Financial Planning, L.C. | 1,226 | $460.2K | 0.31% | 00.0% | Unchanged |
| Payne Capital Management, LLC | 1,226 | $460.3K | 0.20% | −31−2.5% | Reduced |
| MTM Financial Group, LLC | 1,227 | $460.6K | 0.27% | 00.0% | Unchanged |
| LongView Asset Management LLC | 1,229 | $461.2K | 0.40% | +666+118.3% | Added |
| Guardian Wealth Management, Inc. | 1,232 | $462.6K | 0.31% | +1+0.1% | Added |
| McCarthy Asset Management, Inc. | 1,233 | $462.8K | 0.34% | +2+0.2% | Added |
| Cordant, Inc. | 1,236 | $464.0K | 0.24% | −280−18.5% | Reduced |
| Three Cord True Wealth Management, LLC | 1,238 | $464.9K | 0.40% | +29+2.4% | Added |
| CenterStar Asset Management, LLC | 1,237 | $465.0K | 0.67% | +1,237 | New |
| Hibernia Wealth Partners, LLC | 1,243 | $466.7K | 0.33% | +636+104.8% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,255 | $471.1K | 0.10% | +206+19.6% | Added |
| Foundation Wealth Management, LLC | 1,256 | $471.5K | 0.22% | +368+41.4% | Added |
| American Financial & Tax Strategies Inc | 1,256 | $471.5K | 0.25% | +49+4.1% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,258 | $472.2K | 0.26% | +473+60.3% | Added |
| Kingdom Financial Group LLC. | 1,259 | $472.8K | 0.35% | +22+1.8% | Added |
| John W. Brooker & Co., CPAs | 1,269 | $476.2K | 0.20% | +762+150.3% | Added |
| Spectrum Investment Advisors, Inc. | 1,274 | $478.1K | 0.31% | −137−9.7% | Reduced |
| Lagoda Investment Management, L.P. | 1,275 | $478.6K | 0.30% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 1,275 | $478.6K | 0.01% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,275 | $478.6K | 0.18% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,275 | $478.6K | 0.08% | +5+0.4% | Added |
| Tuttle Tactical Management | 1,280 | $480.5K | 2.11% | +370+40.7% | Added |
| Forum Private Client Group LLC | 1,281 | $480.7K | 0.21% | +6+0.5% | Added |
| Marquette Asset Management, LLC | 1,281 | $480.9K | 0.08% | +527+69.9% | Added |
| Dynamic Financial Group | 1,286 | $482.8K | 0.48% | 00.0% | Unchanged |
| OLIO Financial Planning | 1,294 | $485.6K | 0.17% | +83+6.9% | Added |
| LPWM LLC | 1,294 | $485.8K | 0.16% | +90+7.5% | Added |
| Signal Tree Financial Partners LLC | 1,294 | $485.8K | 0.49% | +158+13.9% | Added |
| DKM Wealth Management, Inc. | 1,294 | $485.9K | 0.47% | 00.0% | Unchanged |
| Scratch Capital LLC | 1,295 | $486.0K | 0.50% | −466−26.5% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,296 | $486.5K | 0.28% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 1,296 | $486.7K | 0.17% | +139+12.0% | Added |
| Beacon Wealthcare LLC | 1,300 | $488.0K | 0.20% | +30+2.4% | Added |
| LifeGuide Financial Advisors, LLC | 1,303 | $489.1K | 0.20% | −35−2.6% | Reduced |
| Capital Wealth Management, LLC | 1,304 | $489.5K | 0.20% | 00.0% | Unchanged |
| Valley Financial Group, Inc. | 1,307 | $490.6K | 0.33% | −39−2.9% | Reduced |
| Grantvest Financial Group LLC | 1,310 | $491.9K | 0.40% | +3+0.2% | Added |
| PVG Asset Management Corp | 1,312 | $492.5K | 2.14% | +26+2.0% | Added |
| Raub Brock Capital Management LP | 1,315 | $493.7K | 0.11% | +15+1.2% | Added |
| Graham Capital Wealth Management, LLC | 1,316 | $494.0K | 0.53% | −399−23.3% | Reduced |
| Courage Miller Partners, LLC | 1,316 | $494.2K | 0.17% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,320 | $496.0K | 0.16% | −9−0.7% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,325 | $497.5K | 0.65% | −17,886−93.1% | Reduced |
| Anfield Capital Management, LLC | 1,326 | $497.9K | 0.18% | +27+2.1% | Added |
| Moody Aldrich Partners LLC | 1,333 | $500.4K | 0.10% | −446−25.1% | Reduced |
| LBJ Family Wealth Advisors, Ltd. | 1,334 | $501.0K | 0.32% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,335 | $501.3K | 0.54% | +36+2.8% | Added |
| Seek First Inc. | 1,338 | $502.2K | 0.45% | +1,338 | New |
| Triune Financial Partners, LLC | 1,339 | $502.5K | 0.16% | +369+38.0% | Added |
| Grand Wealth Management, LLC | 1,340 | $503.0K | 0.28% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,345 | $504.9K | 0.22% | +36+2.8% | Added |
| Bonfire Financial | 1,346 | $505.1K | 0.47% | +70+5.5% | Added |
| Lowery Thomas, LLC | 1,346 | $505.5K | 0.35% | −57−4.1% | Reduced |
| Opulen Financial Group LLC | 1,347 | $505.7K | 0.46% | +11+0.8% | Added |
| Ledgewood Wealth Advisors, LLC | 1,349 | $506.4K | 0.33% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,359 | $510.2K | 0.01% | −66−4.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,362 | $511.3K | 0.17% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1,363 | $511.6K | 0.40% | −1,403−50.7% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,365 | $512.4K | 0.86% | −909−40.0% | Reduced |
| Climber Capital SA | 1,500 | $512.6K | 0.40% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,367 | $513.0K | 0.23% | −35−2.5% | Reduced |
| Next Level Wealth Planning, LLC | 1,367 | $513.3K | 0.39% | +40+3.0% | Added |
| LifeGoal Wealth Advisors | 1,369 | $513.9K | 0.56% | +12+0.9% | Added |
| Briaud Financial Planning, Inc | 1,371 | $514.0K | 0.20% | 00.0% | Unchanged |
| Avalon Advisory Group | 1,381 | $518.4K | 0.24% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,383 | $519.2K | 0.56% | +96+7.5% | Added |
| Genesis Wealth Advisors, LLC | 1,387 | $520.6K | 0.42% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,391 | $522.2K | 0.60% | −105−7.0% | Reduced |
| Swan Global Investments, LLC | 1,391 | $522.2K | 0.03% | +505+57.0% | Added |
| Compass Advisory Group LLC | 1,398 | $524.8K | 0.18% | +254+22.2% | Added |
| Martin Capital Advisors, LLP | 1,400 | $525.5K | 0.37% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 1,401 | $525.8K | 0.23% | +137+10.8% | Added |
| Clear Point Advisors Inc. | 1,403 | $526.6K | 0.47% | −246−14.9% | Reduced |
| Red Crane Wealth Management, LLC | 1,415 | $531.2K | 0.51% | 00.0% | Unchanged |
| Schiavi & Co LLC | 1,419 | $532.8K | 0.20% | −59−4.0% | Reduced |
| Oceanside Advisors LLC | 1,424 | $534.6K | 0.39% | 00.0% | Unchanged |