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 |
|---|---|---|---|---|---|
| Puff Wealth Management, LLC | 2,026 | $760.6K | 1.34% | +317+18.5% | Added |
| Transce3nd, LLC | 2,028 | $760.6K | 0.34% | −2,028−50.0% | Reduced |
| Burrus Financial Services, Inc. | 2,031 | $762.2K | 0.39% | +5+0.2% | Added |
| Windsor Advisory Group, LLC | 2,031 | $762.4K | 0.99% | −15−0.7% | Reduced |
| HRC Wealth Management, LLC | 2,034 | $763.6K | 0.47% | +84+4.3% | Added |
| Schubert & Co | 2,035 | $763.9K | 0.52% | +420+26.0% | Added |
| Hunter Perkins Capital Management, LLC | 2,035 | $764.0K | 0.18% | +195+10.6% | Added |
| Orin Green Financial, LLC | 2,136 | $767.1K | 0.36% | – | – |
| Hoya Capital Real Estate, LLC | 2,044 | $767.3K | 15.00% | 00.0% | Unchanged |
| Brickley Wealth Management | 2,044 | $767.3K | 0.16% | +149+7.9% | Added |
| IAG Wealth Partners, LLC | 2,048 | $768.9K | 0.12% | +66+3.3% | Added |
| Martel Wealth Advisors Inc | 2,049 | $769.3K | 0.15% | −30−1.4% | Reduced |
| Bennett Associates Wealth Management | 2,052 | $770.3K | 0.63% | −286−12.2% | Reduced |
| HTG Investment Advisors, Inc. | 2,054 | $771.2K | 0.32% | −131−6.0% | Reduced |
| Copia Wealth Management | 2,056 | $771.8K | 0.71% | −75−3.5% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 2,059 | $772.9K | 0.57% | +237+13.0% | Added |
| Ardent Capital Management, Inc. | 2,067 | $775.9K | 0.34% | 00.0% | Unchanged |
| Beaumont Capital Management, LLC | 2,068 | $776.3K | 0.57% | +2,068 | New |
| Oak Wealth Advisors LLC | 2,069 | $776.7K | 0.57% | −355−14.6% | Reduced |
| Raffa Wealth Management, LLC | 2,069 | $776.8K | 0.18% | −116−5.3% | Reduced |
| Sage Financial Management Group, Inc. | 2,071 | $777.0K | 0.28% | 00.0% | Unchanged |
| BetterWealth, LLC | 2,079 | $780.5K | 0.22% | −370−15.1% | Reduced |
| Orca Wealth Management, LLC | 2,082 | $781.4K | 0.70% | +117+6.0% | Added |
| Chico Wealth RIA | 2,083 | $781.9K | 0.68% | +5+0.2% | Added |
| Lifestyle Asset Management, Inc. | 2,086 | $783.1K | 0.43% | +742+55.2% | Added |
| Hughes Financial Services, LLC | 2,049 | $783.1K | 0.15% | +181+9.7% | Added |
| Resolute Partners Group | 2,089 | $784.2K | 0.23% | −4,479−68.2% | Reduced |
| Mason Investment Advisory Services, Inc. | 2,090 | $784.7K | 0.05% | +10.0% | Added |
| Disciplined Investments, LLC | 2,104 | $789.8K | 0.36% | +320+17.9% | Added |
| Hobbs Wealth Management, LLC | 2,105 | $790.2K | 0.88% | −819−28.0% | Reduced |
| Core Wealth Advisors, Inc. | 2,109 | $791.8K | 0.25% | +253+13.6% | Added |
| Darrow Company, Inc. | 2,110 | $792.1K | 0.44% | +13+0.6% | Added |
| Binnacle Investments Inc | 2,120 | $795.8K | 0.58% | +2,120 | New |
| Thompson Davis & Co., Inc. | 2,122 | $796.7K | 0.63% | −34−1.6% | Reduced |
| Cornerstone Financial Group, LLC | 1,776 | $797.7K | 0.72% | +4+0.2% | Added |
| Caitlin John, LLC | 2,127 | $798.4K | 0.78% | −209−8.9% | Reduced |
| Stage Harbor Financial, LLC | 2,129 | $799.2K | 0.68% | −272−11.3% | Reduced |
| Entruity Wealth, LLC | 2,132 | $800.3K | 0.75% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 2,137 | $802.2K | 0.24% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 2,139 | $802.8K | 0.39% | +2+0.1% | Added |
| TAGStone Capital, Inc. | 2,143 | $804.0K | 0.40% | +769+56.0% | Added |
| ForthRight Wealth Management, LLC | 2,142 | $804.2K | 0.27% | −15−0.7% | Reduced |
| Bryant Woods Investment Advisors, LLC | 2,146 | $806.3K | 0.39% | −10.0% | Reduced |
| TSA Wealth Managment LLC | 2,149 | $806.7K | 0.32% | +73+3.5% | Added |
| Summit Investment Advisors, Inc. | 1,870 | $810.3K | 0.72% | −27−1.4% | Reduced |
| Brown Financial Advisory | 2,159 | $810.5K | 0.51% | +1,511+233.2% | Added |
| Jentner Corp | 2,160 | $811.0K | 0.24% | 00.0% | Unchanged |
| Wealth Forward, LLC | 2,162 | $811.6K | 0.58% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 2,175 | $816.5K | 0.60% | −199−8.4% | Reduced |
| Mustard Seed Financial, LLC | 2,181 | $818.7K | 0.66% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 2,282 | $819.4K | 0.90% | −448−16.4% | Reduced |
| Farringdon Capital, Ltd. | 2,190 | $822.1K | 0.41% | −1,782−44.9% | Reduced |
| Investment Management Corp | 2,194 | $823.6K | 0.74% | +223+11.3% | Added |
| MA Private Wealth | 2,196 | $824.4K | 0.16% | +50+2.3% | Added |
| Chicago Wealth Management, Inc. | 2,199 | $825.6K | 0.43% | −25−1.1% | Reduced |
| Point72 (DIFC) Ltd | 2,200 | $825.9K | 0.08% | −9,693−81.5% | Reduced |
| Burk Holdings LLC | 2,203 | $827.0K | 0.62% | +1,249+130.9% | Added |
| Horrell Capital Management, Inc. | 2,211 | $830.0K | 0.35% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 2,226 | $835.6K | 0.26% | +833+59.8% | Added |
| Cannon Financial Strategists, Inc. | 2,228 | $836.5K | 0.14% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2,229 | $836.7K | 0.77% | +368+19.8% | Added |
| Kendall Capital Management | 2,231 | $837.5K | 0.25% | −308−12.1% | Reduced |
| Incline Global Management LLC | 2,233 | $838.2K | 0.52% | +2,233 | New |
| Maren Capital LLC | 2,234 | $838.6K | 0.06% | −200−8.2% | Reduced |
| Summit Financial Consulting LLC | 2,240 | $840.8K | 0.78% | +2,240 | New |
| Lighthouse Wealth Management Inc. | 2,246 | $843.0K | 0.77% | −9−0.4% | Reduced |
| Innovator Capital Management, LLC | 2,247 | $843.5K | 15.78% | +461+25.8% | Added |
| Insight Wealth Partners, LLC | 2,250 | $844.6K | 0.51% | −585−20.6% | Reduced |
| Arnhold LLC | 2,250 | $844.6K | 0.09% | 00.0% | Unchanged |
| Financial Symmetry Inc | 2,251 | $845.0K | 0.52% | +156+7.4% | Added |
| Rainey & Randall Investment Management Inc. | 2,252 | $845.4K | 0.17% | +2,252 | New |
| Fortress Financial Solutions, LLC | 2,259 | $848.1K | 1.23% | +91+4.2% | Added |
| McMill Wealth Management | 2,263 | $849.5K | 0.31% | −294−11.5% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 2,268 | $851.4K | 0.29% | +2,268 | New |
| Intergy Private Wealth, LLC | 2,273 | $853.4K | 0.32% | −478−17.4% | Reduced |
| O'Connor Financial Group LLC | 2,277 | $854.8K | 0.44% | +20+0.9% | Added |
| Weil Company, Inc. | 2,278 | $855.0K | 0.26% | −154−6.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,281 | $856.3K | 0.29% | −7−0.3% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,266 | $858.5K | 0.39% | −68−2.9% | Reduced |
| Xcel Wealth Management, LLC | 2,288 | $858.8K | 0.27% | +16+0.7% | Added |
| Nalls Sherbakoff Group, LLC | 2,289 | $859.4K | 0.70% | +2,289 | New |
| ArrowMark Colorado Holdings LLC | 2,290 | $859.6K | 0.01% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,290 | $859.8K | 1.16% | +37+1.6% | Added |
| Stanich Group LLC | 2,293 | $860.8K | 0.64% | +11+0.5% | Added |
| O'Brien Wealth Partners LLC | 2,295 | $861.7K | 0.16% | +1,023+80.4% | Added |
| Graney & King, LLC | 2,297 | $862.3K | 0.64% | +53+2.4% | Added |
| Noble Wealth Management PBC | 2,297 | $862.3K | 0.59% | +60+2.7% | Added |
| RiverGlades Family Offices LLC | 2,300 | $863.4K | 0.62% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 2,302 | $864.1K | 0.40% | −126−5.2% | Reduced |
| Wealth Group Ltd | 2,304 | $864.7K | 0.25% | −70−2.9% | Reduced |
| Auour Investments LLC | 2,193 | $866.8K | 0.31% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,315 | $868.9K | 0.40% | −294−11.3% | Reduced |
| Trellis Wealth Advisors LLC | 2,315 | $869.0K | 0.42% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 2,316 | $869.4K | 0.17% | +694+42.8% | Added |
| Hill Investment Group Partners, LLC | 2,320 | $870.9K | 0.12% | −3,876−62.6% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,323 | $872.1K | 0.83% | −274−10.6% | Reduced |
| Lloyd Advisory Services, LLC. | 2,328 | $873.8K | 0.44% | −239−9.3% | Reduced |
| Leslie Global Wealth, LLC | 2,328 | $873.9K | 0.43% | −466−16.7% | Reduced |
| Joule Financial, LLC | 2,339 | $878.1K | 0.31% | −275−10.5% | Reduced |
| Wrenne Financial Planning LLC | 2,342 | $879.2K | 0.47% | +91+4.0% | Added |