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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Henderson Brothers Financial Partners, LLC | 1,822 | $881.0K | 0.44% | +1,822 | New |
| Wealthstar Advisors, LLC | 2,349 | $881.8K | 0.40% | +44+1.9% | Added |
| Able Wealth Management LLC | 2,350 | $882.1K | 0.52% | +87+3.8% | Added |
| Persium Advisors, LLC | 2,353 | $883.3K | 0.84% | +161+7.3% | Added |
| Dahring | Cusmano LLC | 2,355 | $884.0K | 0.76% | +40+1.7% | Added |
| Axecap Investments, LLC | 2,359 | $885.6K | 0.75% | −151−6.0% | Reduced |
| GEN Financial Management, INC. | 2,360 | $885.9K | 0.60% | +41+1.8% | Added |
| Axim Planning & Wealth | 2,361 | $886.3K | 0.79% | −183−7.2% | Reduced |
| True Link Financial Advisors, LLC | 2,362 | $886.7K | 0.07% | −1,467−38.3% | Reduced |
| Alpha Financial Partners, LLC | 2,370 | $889.6K | 0.71% | +7+0.3% | Added |
| West Chester Capital Advisors, Inc | 2,370 | $889.7K | 0.51% | −1,034−30.4% | Reduced |
| My Purposeful Wealth Corp. | 2,371 | $889.9K | 0.42% | −1,197−33.5% | Reduced |
| Tilson Financial Group, Inc. | 2,372 | $890.0K | 0.35% | +238+11.2% | Added |
| AlphaQ Advisors LLC | 2,380 | $893.4K | 2.14% | −11−0.5% | Reduced |
| Emergent Wealth Advisors, LLC | 2,389 | $896.8K | 0.65% | +231+10.7% | Added |
| BlueSky Wealth Advisors, LLC | 2,393 | $898.2K | 0.14% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 2,393 | $898.4K | 0.51% | −182−7.1% | Reduced |
| EMC Capital Management | 2,359 | $899.0K | 0.54% | +1,000+73.6% | Added |
| Vestia Personal Wealth Advisors | 2,396 | $899.4K | 0.71% | −95−3.8% | Reduced |
| Meredith Wealth Planning | 2,399 | $900.7K | 0.40% | −64−2.6% | Reduced |
| Capstone Wealth Management, LLC | 2,400 | $900.8K | 0.90% | −35−1.4% | Reduced |
| Nottingham Advisors, Inc. | 2,400 | $900.9K | 0.14% | −2,179−47.6% | Reduced |
| WS Portfolio Advisory, LLC | 2,529 | $900.9K | 5.32% | −971−27.7% | Reduced |
| BostonPremier Wealth LLC | 2,403 | $902.1K | 0.56% | −45−1.8% | Reduced |
| Conservest Capital Advisors, Inc. | 2,404 | $902.4K | 0.09% | +203+9.2% | Added |
| Avaii Wealth Management, LLC | 2,405 | $902.6K | 0.48% | −82−3.3% | Reduced |
| Juncture Wealth Strategies, LLC | 2,405 | $902.8K | 0.35% | −136−5.4% | Reduced |
| Bravias Capital Group, LLC | 2,416 | $907.0K | 0.74% | −355−12.8% | Reduced |
| Cedar Point Capital Partners, LLC | 2,417 | $907.3K | 0.61% | −106−4.2% | Reduced |
| Youngs Advisory Group, Inc. | 2,422 | $909.0K | 0.38% | +718+42.1% | Added |
| CMC Financial Group | 2,426 | $910.6K | 2.06% | +20+0.8% | Added |
| ARK & TLK Investments, LLC | 2,433 | $913.3K | 0.32% | +12+0.5% | Added |
| Timonier Family Office, LTD. | 2,434 | $913.7K | 0.40% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 2,435 | $914.1K | 0.17% | +2,435 | New |
| Lauer Wealth, LLC | 2,322 | $915.0K | 0.71% | +441+23.4% | Added |
| Serenus Wealth Advisors, LLC | 2,439 | $915.5K | 0.15% | −3,048−55.5% | Reduced |
| V2 Financial group LLC | 2,443 | $917.1K | 0.59% | +40+1.7% | Added |
| Wall Street Financial Group, Inc. | 2,443 | $917.2K | 0.95% | +531+27.8% | Added |
| Caerus Investment Advisors, LLC | 2,449 | $919.3K | 0.89% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 2,450 | $919.7K | 0.41% | −105−4.1% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $919.7K | 1.06% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 2,564 | $920.6K | 0.61% | +7+0.3% | Added |
| DDFG, Inc | 2,453 | $920.7K | 0.26% | +151+6.6% | Added |
| Priebe Wealth Holdings LLC | 2,454 | $921.2K | 0.57% | +164+7.2% | Added |
| Innovative Wealth Building LLC | 2,454 | $921.4K | 0.85% | +43+1.8% | Added |
| Philip James Wealth Mangement, LLC | 2,464 | $924.9K | 0.11% | +477+24.0% | Added |
| ShoreHaven Wealth Partners, LLC | 2,472 | $928.1K | 0.44% | +12+0.5% | Added |
| Alternative Investment Advisors, LLC. | 2,474 | $928.5K | 0.49% | +48+2.0% | Added |
| Kickstand Ventures, LLC. | 2,476 | $929.5K | 0.24% | −287−10.4% | Reduced |
| Cypress Capital Management LLC (WY) | 2,476 | $929.5K | 1.11% | −57−2.3% | Reduced |
| Halter Ferguson Financial Inc. | 2,476 | $929.6K | 0.51% | −661−21.1% | Reduced |
| America First Investment Advisors, LLC | 2,482 | $931.8K | 0.20% | +13+0.5% | Added |
| Morton Brown Family Wealth, LLC | 2,496 | $936.9K | 0.32% | +158+6.8% | Added |
| Mullaney, Keating & Wright, Inc. | 2,498 | $937.7K | 0.63% | −30−1.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,506 | $940.7K | 0.23% | −139−5.3% | Reduced |
| Wilkins Miller Wealth Management, LLC | 2,509 | $942.3K | 0.71% | +15+0.6% | Added |
| Freedom Financial Partners LLC | 2,514 | $943.8K | 0.44% | −6−0.2% | Reduced |
| Wealth Management Strategies, Inc. | 2,517 | $944.7K | 0.63% | +3+0.1% | Added |
| FreeGulliver LLC | 2,523 | $947.4K | 0.48% | +219+9.5% | Added |
| Stephens Investment Management Group LLC | 2,524 | $947.5K | 0.01% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,525 | $947.9K | 0.20% | −12,020−82.6% | Reduced |
| Blue Oak Capital, LLC | 2,525 | $947.9K | 0.52% | 00.0% | Unchanged |
| Inkwell Capital LLC | 2,528 | $949.1K | 1.04% | −48−1.9% | Reduced |
| Great Oak Capital Partners, LLC | 2,277 | $950.0K | 0.32% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 2,538 | $952.7K | 0.85% | −197−7.2% | Reduced |
| Dopkins Wealth Management, LLC | 2,538 | $952.8K | 0.48% | +20+0.8% | Added |
| Carmel Capital Management L.L.C. | 2,539 | $953.1K | 0.39% | 00.0% | Unchanged |
| One Degree Advisors Inc | 2,545 | $955.0K | 0.39% | +242+10.5% | Added |
| Michels Family Financial, LLC | 2,546 | $955.7K | 0.86% | +195+8.3% | Added |
| Soundwatch Capital LLC | 2,547 | $956.1K | 0.44% | −671−20.9% | Reduced |
| Noble Family Wealth, LLC | 2,556 | $959.5K | 0.26% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 2,556 | $959.6K | 0.45% | +13+0.5% | Added |
| Partners in Financial Planning | 2,569 | $964.2K | 0.19% | +350+15.8% | Added |
| Archetype Wealth Partners | 2,577 | $967.0K | 0.14% | +182+7.6% | Added |
| Fortis Advisors, LLC | 2,577 | $967.4K | 0.63% | +154+6.4% | Added |
| Gentry Private Wealth, LLC | 2,578 | $967.6K | 0.80% | +2,578 | New |
| Oldfather Financial Services, LLC | 2,581 | $968.7K | 0.37% | −29−1.1% | Reduced |
| Holland Advisory Services, Inc. | 2,586 | $970.9K | 1.47% | +10.0% | Added |
| Whalen Wealth Management Inc. | 2,587 | $971.3K | 0.65% | −4,907−65.5% | Reduced |
| Altus Wealth Management, LLC | 2,591 | $972.6K | 0.46% | +118+4.8% | Added |
| Curio Wealth, LLC | 8 | $973.7K | 0.51% | −2,274−99.6% | Reduced |
| Optima Capital LLC | 2,595 | $974.1K | 0.62% | −190−6.8% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $976.0K | 3.77% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 2,601 | $976.2K | 0.20% | +2,053+374.6% | Added |
| OmniStar Financial Group, Inc. | 2,598 | $977.2K | 0.77% | +1,972+315.0% | Added |
| Foundry Partners, LLC | 2,610 | $979.8K | 0.05% | −130−4.7% | Reduced |
| Ameraudi Asset Management, Inc. | 2,618 | $982.8K | 0.56% | 00.0% | Unchanged |
| Colorado Capital Management, Inc. | 2,618 | $983.0K | 0.46% | +121+4.8% | Added |
| Andina Capital Management, LLC | 2,619 | $983.1K | 0.70% | +1,772+209.2% | Added |
| American Capital Advisory, LLC | 2,621 | $983.8K | 0.53% | +51+2.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,624 | $984.8K | 0.23% | −234−8.2% | Reduced |
| Axiom Financial Strategies, LLC | 2,624 | $985.0K | 0.58% | +48+1.9% | Added |
| Ballew Advisors, Inc | 2,537 | $985.4K | 0.66% | +39+1.6% | Added |
| Lauterbach Financial Advisors, LLC | 2,637 | $989.9K | 0.62% | −113−4.1% | Reduced |
| Brightwater Advisory LLC | 2,638 | $990.3K | 0.78% | −349−11.7% | Reduced |
| WPWealth LLP | 2,640 | $991.0K | 0.20% | +113+4.5% | Added |
| Wealth Advisors Northwest LLC | 2,658 | $997.7K | 0.63% | −392−12.9% | Reduced |
| Retirement Wealth Solutions LLC | 2,659 | $998.3K | 0.81% | +334+14.4% | Added |
| Level Financial Advisors, Inc. | 2,660 | $998.6K | 0.34% | +280+11.8% | Added |
| Allie Family Office LLC | 2,661 | $998.9K | 0.55% | 00.0% | Unchanged |