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 |
|---|---|---|---|---|---|
| Entrewealth, LLC | 1,746 | $655.5K | 0.50% | +841+92.9% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,757 | $659.6K | 0.21% | 00.0% | Unchanged |
| Family Office Research LLC | 1,759 | $660.6K | 0.32% | +158+9.9% | Added |
| LGL Partners, LLC | 1,769 | $664.0K | 0.32% | −3,095−63.6% | Reduced |
| BlueStem Wealth Partners, LLC | 1,777 | $667.0K | 0.09% | −19−1.1% | Reduced |
| Carmel Capital Partners, LLC | 1,779 | $667.9K | 0.26% | −25−1.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,781 | $668.6K | 0.77% | −587−24.8% | Reduced |
| Rolek Wealth Management LLC | 1,735 | $669.2K | 0.69% | −51−2.9% | Reduced |
| Cutler Capital Management, LLC | 1,783 | $669.3K | 0.23% | +335+23.1% | Added |
| Gutierrez Wealth Advisory, LLC | 1,782 | $669.3K | 0.54% | −12−0.7% | Reduced |
| Compass Financial Group, Inc. | 1,784 | $669.7K | 0.34% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 1,786 | $670.0K | 0.31% | +3+0.2% | Added |
| Riverchase Wealth Management, LLC | 1,785 | $670.2K | 0.47% | 00.0% | Unchanged |
| BFI Infinity Ltd. | 1,788 | $671.2K | 0.72% | −9,585−84.3% | Reduced |
| ETF Portfolio Partners, Inc. | 1,789 | $671.6K | 0.20% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,797 | $674.6K | 1.43% | +4+0.2% | Added |
| Praetorian Wealth Management, Inc. | 1,799 | $675.3K | 0.16% | −4−0.2% | Reduced |
| Foundry Financial Group, Inc. | 1,800 | $675.7K | 0.42% | +173+10.6% | Added |
| Hudson Portfolio Management LLC | 1,800 | $675.7K | 0.65% | +1,242+222.6% | Added |
| Galibier Capital Management Ltd. | 1,808 | $678.7K | 0.21% | −250−12.1% | Reduced |
| Dodds Wealth, LLC | 1,808 | $678.8K | 0.22% | −12−0.7% | Reduced |
| NCP Inc. | 1,813 | $680.7K | 0.92% | −6,171−77.3% | Reduced |
| Cypress Capital Advisors, LLC | 1,816 | $681.7K | 0.47% | +116+6.8% | Added |
| Synergy Investment Management, LLC | 1,819 | $682.8K | 0.29% | +7+0.4% | Added |
| Strategent Financial, LLC | 1,819 | $682.8K | 0.62% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 1,820 | $683.2K | 0.05% | −26,567−93.6% | Reduced |
| Waller Financial Planning Group, Inc | 1,823 | $684.2K | 0.19% | +347+23.5% | Added |
| Harbor Group, Inc. | 1,824 | $684.6K | 0.14% | −30−1.6% | Reduced |
| Enzi Wealth | 1,768 | $684.8K | 0.28% | −32−1.8% | Reduced |
| Baron Financial Group, LLC | 1,825 | $685.0K | 0.43% | −26−1.4% | Reduced |
| DBK Financial Counsel, LLC | 1,828 | $686.1K | 0.69% | −76−4.0% | Reduced |
| Forbes Financial Planning, Inc. | 1,835 | $688.8K | 0.51% | −10−0.5% | Reduced |
| Kahn Brothers Group Inc | 1,839 | $690.6K | 0.14% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 1,842 | $691.4K | 0.29% | +1+0.1% | Added |
| Alpha DNA Investment Management LLC | 1,843 | $691.8K | 14.94% | −5,073−73.4% | Reduced |
| Poplar Forest Capital LLC | 1,844 | $692.2K | 0.12% | 00.0% | Unchanged |
| Legacy Solutions, LLC | 1,845 | $692.6K | 0.76% | −38−2.0% | Reduced |
| Note Advisors, LLC | 1,846 | $693.1K | 0.57% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,846 | $693.1K | 0.20% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,848 | $693.6K | 0.32% | −187−9.2% | Reduced |
| Vermillion Wealth Management, Inc. | 1,856 | $696.8K | 0.20% | −77−4.0% | Reduced |
| Delta Accumulation, LLC | 1,626 | $699.7K | 6.23% | +3+0.2% | Added |
| Sequent Asset Management, LLC | 1,865 | $700.1K | 0.39% | −119−6.0% | Reduced |
| Verisail Partners, LLC | 1,870 | $702.0K | 0.32% | +50+2.7% | Added |
| Centerline Wealth Advisors, LLC | 1,871 | $702.4K | 0.42% | −87−4.4% | Reduced |
| ESL Trust Services, LLC | 1,872 | $702.7K | 0.16% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1,874 | $703.4K | 1.60% | +1+0.1% | Added |
| Capital Wealth Alliance, LLC | 1,876 | $704.3K | 0.42% | +1+0.1% | Added |
| Uptown Financial Advisors LLC | 1,877 | $704.6K | 0.73% | +186+11.0% | Added |
| Israel Discount Bank of New York | 1,878 | $705.0K | 0.54% | −729−28.0% | Reduced |
| Parkshore Wealth Management, Inc. | 1,881 | $706.2K | 0.41% | −39−2.0% | Reduced |
| Letson Investment Management, Inc. | 1,883 | $706.9K | 0.29% | −928−33.0% | Reduced |
| Sharper & Granite LLC | 1,884 | $707.2K | 0.29% | −106−5.3% | Reduced |
| Sterling Manor Financial, LLC | 1,886 | $708.0K | 0.51% | 00.0% | Unchanged |
| Napa Wealth Management | 1,888 | $708.8K | 0.40% | −2,566−57.6% | Reduced |
| MontVue Capital Management, Inc. | 1,889 | $709.1K | 0.57% | −340−15.3% | Reduced |
| Mane Global Capital Management LP | 1,894 | $711.0K | 0.06% | +1,004+112.8% | Added |
| Beckerman Institutional, LLC | 1,894 | $711.0K | 0.51% | −57−2.9% | Reduced |
| A&I Financial Services, LLC | 1,895 | $711.4K | 0.48% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,895 | $711.4K | 0.28% | +200+11.8% | Added |
| Shakespeare Wealth Management, Inc. | 1,897 | $712.2K | 0.19% | +2+0.1% | Added |
| AAFCPAs Wealth Management, LLC | 1,899 | $713.0K | 0.38% | +260+15.9% | Added |
| Board of the Pension Protection Fund | 1,900 | $713.2K | 0.81% | −300−13.6% | Reduced |
| Whitcomb & Hess, Inc. | 1,903 | $714.3K | 0.22% | +12+0.6% | Added |
| Kathleen S. Wright Associates Inc. | 1,903 | $714.4K | 0.30% | +1,212+175.4% | Added |
| DHK Financial Advisors, Inc. | 1,908 | $716.1K | 0.39% | −116−5.7% | Reduced |
| Ruedi Wealth Management, Inc. | 1,914 | $718.3K | 0.22% | +1+0.1% | Added |
| Wheelhouse Advisory Group LLC | 1,914 | $718.7K | 0.41% | −508−21.0% | Reduced |
| REAP Financial Group, LLC | 1,917 | $719.6K | 0.18% | +255+15.3% | Added |
| Compass Planning Associates Inc | 1,922 | $721.6K | 0.73% | +3+0.2% | Added |
| Eaton-Cambridge Inc. | 1,926 | $723.0K | 0.31% | −106−5.2% | Reduced |
| Cyr Financial Inc. | 1,936 | $726.9K | 0.65% | +59+3.1% | Added |
| Martin Investment Management, LLC | 1,937 | $727.1K | 0.18% | +50+2.6% | Added |
| McMorgan & Co LLC | 1,941 | $728.6K | 0.12% | −403−17.2% | Reduced |
| RTD Financial Advisors, Inc. | 1,941 | $728.8K | 0.10% | +201+11.6% | Added |
| Ceera Investments, LLC | 1,944 | $729.7K | 0.25% | +83+4.5% | Added |
| Allen Wealth Management, LLC | 1,948 | $731.3K | 0.50% | +10+0.5% | Added |
| Compass Financial Services Inc | 1,949 | $731.7K | 0.38% | +1,014+108.4% | Added |
| CGC Financial Services, LLC | 1,949 | $731.7K | 0.29% | −138−6.6% | Reduced |
| Certior Financial Group, LLC | 1,949 | $731.8K | 0.60% | −27−1.4% | Reduced |
| Portman Square Capital LLP | 1,950 | $732.0K | 0.10% | +1,950 | New |
| Divergent Planning, LLC | 1,916 | $732.0K | 0.24% | +482+33.6% | Added |
| Manuka Financial, LLC | 1,951 | $732.5K | 0.47% | +357+22.4% | Added |
| Plotkin Financial Advisors, LLC | 1,968 | $738.8K | 0.45% | +41+2.1% | Added |
| MPWM Advisory Solutions, LLC | 1,973 | $740.5K | 0.54% | −80−3.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,982 | $744.0K | 0.17% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,982 | $744.1K | 0.37% | +182+10.1% | Added |
| Horizon Family Wealth, Inc. | 1,984 | $744.8K | 0.50% | −131−6.2% | Reduced |
| Axis Wealth Partners, LLC | 1,985 | $745.0K | 0.55% | −79−3.8% | Reduced |
| BWM Planning, LLC | 1,985 | $745.3K | 0.32% | +16+0.8% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,987 | $745.9K | 0.03% | −367−15.6% | Reduced |
| Elevate Wealth Advisory, Inc | 1,987 | $745.9K | 0.53% | +239+13.7% | Added |
| Future Financial Wealth Managment LLC | 1,993 | $748.2K | 0.55% | +3+0.2% | Added |
| Keystone Global Partners, LLC | 1,994 | $748.8K | 0.53% | +1,994 | New |
| Avid Wealth Partners LLC | 1,999 | $750.4K | 0.51% | +515+34.7% | Added |
| Fairman Group, LLC | 1,785 | $752.0K | 0.69% | −30−1.7% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 2,011 | $754.7K | 0.72% | −61−2.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2,017 | $757.2K | 0.04% | +497+32.7% | Added |
| Long Island Wealth Management, Inc. | 2,018 | $757.5K | 0.46% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,023 | $759.6K | 0.20% | +214+11.8% | Added |