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 |
|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 1,424 | $534.6K | 0.29% | +390+37.7% | Added |
| Merkkuri Wealth Advisors LLC | 1,427 | $535.7K | 0.46% | −760−34.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,428 | $536.1K | 0.19% | −400−21.9% | Reduced |
| Prism Advisors, Inc. | 1,430 | $537.0K | 0.17% | +144+11.2% | Added |
| Financial Futures Ltd Liability Co. | 1,437 | $539.4K | 0.31% | +111+8.4% | Added |
| Lountzis Asset Management, LLC | 1,382 | $540.6K | 0.20% | +271+24.4% | Added |
| Silver Oak Wealth Advisors Services, LLC | 1,442 | $541.3K | 0.48% | +1+0.1% | Added |
| Denver Wealth Management, Inc. | 1,448 | $543.7K | 0.25% | +2+0.1% | Added |
| New England Capital Financial Advisors LLC | 1,452 | $544.9K | 0.28% | −32−2.2% | Reduced |
| Donald L. Hagan, LLC | 1,455 | $546.2K | 0.29% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,457 | $547.0K | 0.27% | −10−0.7% | Reduced |
| Valued Wealth Advisors LLC | 1,461 | $548.6K | 0.33% | −131−8.2% | Reduced |
| EnRich Financial Partners LLC | 1,469 | $551.3K | 0.19% | −6−0.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,471 | $552.2K | 0.46% | +17+1.2% | Added |
| Navis Wealth Advisors, LLC | 1,474 | $553.3K | 0.54% | −106−6.7% | Reduced |
| Strid Group, LLC | 1,481 | $556.0K | 0.09% | +288+24.1% | Added |
| Basso Capital Management, L.P. | 1,494 | $560.8K | 0.48% | −559−27.2% | Reduced |
| Custos Family Office, LLC | 1,494 | $561.0K | 0.20% | +46+3.2% | Added |
| Retirement Planning Group, LLC | 1,499 | $562.5K | 0.57% | +229+18.0% | Added |
| FPC Investment Advisory, Inc. | 1,290 | $562.7K | 0.39% | −165−11.3% | Reduced |
| Asset Allocation & Management Company, LLC | 1,500 | $563.0K | 0.28% | 00.0% | Unchanged |
| NFC Investments, LLC | 1,500 | $563.0K | 0.17% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 1,504 | $564.6K | 0.25% | +1,504 | New |
| Bull Oak Capital, LLC | 1,506 | $565.5K | 0.31% | −3−0.2% | Reduced |
| Clark Wealth Partners | 1,509 | $566.6K | 0.42% | +76+5.3% | Added |
| Legacy Wealth Management, Inc | 1,514 | $568.3K | 0.04% | −290−16.1% | Reduced |
| Maxele Advisors, LLC | 1,514 | $568.4K | 0.55% | +125+9.0% | Added |
| New Perspectives, Inc | 1,519 | $570.2K | 0.30% | +1+0.1% | Added |
| denkapparat Operations GmbH | 1,520 | $570.6K | 0.60% | −1,278−45.7% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 1,525 | $572.4K | 0.34% | −15−1.0% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,525 | $572.6K | 0.20% | +160+11.7% | Added |
| Sippican Capital Advisors | 1,538 | $577.4K | 0.44% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 1,543 | $579.2K | 0.18% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,544 | $579.6K | 0.07% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,546 | $580.3K | 0.31% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 1,547 | $580.7K | 0.34% | +1,007+186.5% | Added |
| Weinberger Asset Management, Inc | 1,552 | $582.4K | 0.25% | −271−14.9% | Reduced |
| Bright Financial Advisors, Inc. | 1,554 | $583.4K | 0.36% | +515+49.6% | Added |
| Brighton Securities Corp. | 1,557 | $584.7K | 0.29% | +70+4.7% | Added |
| TT Capital Management LLC | 1,558 | $584.9K | 0.49% | +115+8.0% | Added |
| Strategic Planning, Inc. | 1,575 | $591.3K | 0.33% | +1,575 | New |
| Coco Enterprises, LLC | 1,670 | $592.1K | 0.43% | −59−3.4% | Reduced |
| TL Private Wealth | 1,672 | $592.8K | 0.29% | 00.0% | Unchanged |
| Core Wealth Management, Inc. | 1,590 | $596.9K | 0.23% | +66+4.3% | Added |
| L.K. Benson & Company, P.C. | 1,592 | $597.6K | 0.41% | +235+17.3% | Added |
| Alamar Capital Management, LLC | 1,595 | $598.8K | 0.36% | −438−21.5% | Reduced |
| Arcadia Wealth Management, Inc. | 1,596 | $598.9K | 0.47% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,596 | $599.2K | 0.34% | 00.0% | Unchanged |
| Kilter Group LLC | 1,599 | $600.1K | 0.39% | −9−0.6% | Reduced |
| Knott David M Jr | 1,600 | $600.6K | 0.28% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 1,600 | $600.6K | 2.18% | +1,600 | New |
| Tull Financial Group, Inc. | 1,600 | $600.8K | 0.35% | −12−0.7% | Reduced |
| Kaye Capital Management | 1,604 | $602.0K | 0.25% | −99−5.8% | Reduced |
| Sollinda Capital Management LLC | 1,605 | $602.5K | 0.17% | −123−7.1% | Reduced |
| Tepp RIA, LLC | 1,606 | $602.7K | 0.82% | −240−13.0% | Reduced |
| Stone House Investment Management, LLC | 1,617 | $606.9K | 0.12% | +335+26.1% | Added |
| Delta Wealth Advisors LLC | 1,619 | $607.8K | 0.55% | −28−1.7% | Reduced |
| Avos Capital Management, LLC | 1,620 | $608.1K | 0.40% | +28+1.8% | Added |
| Dupree Financial Group, LLC | 1,620 | $608.2K | 0.25% | −220−12.0% | Reduced |
| JDH Wealth Management, LLC | 1,627 | $610.8K | 0.52% | +178+12.3% | Added |
| Shared Vision Wealth Group LLC | 1,628 | $611.1K | 0.33% | −7−0.4% | Reduced |
| Luminvest Wealth Management LLC | 1,630 | $612.0K | 0.25% | 00.0% | Unchanged |
| Boston Standard Wealth Management, LLC | 1,372 | $613.0K | 0.13% | −134−8.9% | Reduced |
| Terril Brothers, Inc. | 1,633 | $613.0K | 0.29% | −145−8.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,634 | $613.5K | 0.25% | −71−4.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,641 | $616.0K | 0.55% | +572+53.5% | Added |
| Cypress Financial Planning LLC | 1,644 | $617.1K | 0.22% | −71−4.1% | Reduced |
| High Probability Advisors, LLC | 1,645 | $617.5K | 0.10% | 00.0% | Unchanged |
| VanWeelden Wealth Management, LLC | 1,650 | $619.4K | 0.55% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 1,655 | $621.3K | 0.50% | +60+3.8% | Added |
| Arkansas Financial Group, Inc. | 1,638 | $624.7K | 0.11% | 00.0% | Unchanged |
| Woodside Wealth Management LLC | 1,665 | $625.0K | 0.58% | +1,665 | New |
| AdviceOne Advisory Services, LLC | 1,669 | $626.4K | 0.51% | +124+8.0% | Added |
| HFG Advisors, Inc. | 1,673 | $628.0K | 0.54% | −1,322−44.1% | Reduced |
| Wexford Capital LP | 1,673 | $628.0K | 0.16% | +602+56.2% | Added |
| Kiker Wealth Management, LLC | 1,674 | $628.3K | 0.43% | −229−12.0% | Reduced |
| Prospera Capital Management, LLC | 1,676 | $629.2K | 0.41% | +1,676 | New |
| Farnam Financial LLC | 1,682 | $631.6K | 0.64% | +605+56.2% | Added |
| PFS Partners, LLC | 1,684 | $632.2K | 0.34% | +1+0.1% | Added |
| GoalFusion Wealth Management, LLC | 1,686 | $632.8K | 0.35% | −462−21.5% | Reduced |
| Sara-Bay Financial | 1,671 | $633.0K | 0.28% | −57−3.3% | Reduced |
| Objective Capital Management, LLC | 1,691 | $634.6K | 0.81% | −4,507−72.7% | Reduced |
| Kure Advisory, LLC | 1,692 | $635.1K | 0.48% | +1,692 | New |
| Base Wealth Management LLC | 1,693 | $635.7K | 0.48% | +1,693 | New |
| St. Louis Trust Co | 1,694 | $635.9K | 0.09% | +295+21.1% | Added |
| Global Wealth Management, LLC | 1,698 | $637.5K | 0.37% | +3+0.2% | Added |
| Karpus Management, Inc. | 1,700 | $638.2K | 0.02% | 00.0% | Unchanged |
| BCM Advisors, LLC | 1,467 | $638.6K | 0.14% | −4−0.3% | Reduced |
| Joel Adams & Associates, Inc. | 1,708 | $641.2K | 0.58% | 00.0% | Unchanged |
| Quarry LP | 1,709 | $641.5K | 0.17% | +777+83.4% | Added |
| Total Investment Management Inc | 1,711 | $642.3K | 0.08% | −247−12.6% | Reduced |
| Jim Saulnier & Associates, LLC | 1,714 | $643.5K | 0.50% | +462+36.9% | Added |
| Capstone Capital Wealth Advisors | 1,718 | $644.9K | 0.52% | +51+3.1% | Added |
| Corrado Advisors, LLC | 1,718 | $645.0K | 0.43% | +237+16.0% | Added |
| Tobam | 1,723 | $647.0K | 0.28% | −2,969−63.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,727 | $648.2K | 0.51% | +27+1.6% | Added |
| Advantage Trust Co | 1,728 | $648.7K | 0.39% | −8−0.5% | Reduced |
| Holos Integrated Wealth LLC | 1,730 | $649.4K | 0.43% | −221−11.3% | Reduced |
| Penney Financial, LLC | 1,736 | $651.7K | 0.43% | 00.0% | Unchanged |
| KMT Wealth Management, LLC | 1,744 | $654.7K | 0.45% | +848+94.6% | Added |