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 |
|---|---|---|---|---|---|
| BIT Capital GmbH | 2,662 | $999.3K | 0.12% | −17,069−86.5% | Reduced |
| MGO Private Wealth, LLC | 2,667 | $1.00M | 0.71% | −126−4.5% | Reduced |
| Turning Point Benefit Group, Inc. | 2,804 | $1.00M | 0.94% | +573+25.7% | Added |
| Melfa Wealth Management, LLC | 2,677 | $1.00M | 0.68% | +295+12.4% | Added |
| Tidemark, LLC | 2,681 | $1.01M | 0.37% | −269−9.1% | Reduced |
| Signature Resources Capital Management, LLC | 2,681 | $1.01M | 0.87% | +2+0.1% | Added |
| MAS Advisors LLC | 2,682 | $1.01M | 1.55% | −270−9.1% | Reduced |
| Oberweis Asset Management Inc | 2,685 | $1.01M | 0.05% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 2,688 | $1.01M | 0.53% | −524−16.3% | Reduced |
| Jmac Enterprises LLC | 2,689 | $1.01M | 0.24% | −11,716−81.3% | Reduced |
| Chris Bulman Inc | 2,695 | $1.01M | 0.64% | +131+5.1% | Added |
| Kaufman Rossin Wealth, LLC | 2,698 | $1.01M | 0.72% | +670+33.0% | Added |
| Corient IA LLC | 2,700 | $1.01M | 0.72% | +2,700 | New |
| Sensible Money, LLC | 2,701 | $1.01M | 0.43% | +186+7.4% | Added |
| Discipline Wealth Solutions, LLC | 2,701 | $1.01M | 0.48% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,707 | $1.02M | 0.16% | −93−3.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,712 | $1.02M | 0.02% | +50+1.9% | Added |
| Provident Wealth Management, LLC | 2,714 | $1.02M | 0.35% | +127+4.9% | Added |
| Epiq Partners, LLC | 2,716 | $1.02M | 0.54% | −253−8.5% | Reduced |
| Stewardship Advisors, LLC | 2,716 | $1.02M | 0.28% | +281+11.5% | Added |
| Martin Worley Group | 2,718 | $1.02M | 0.58% | −437−13.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,720 | $1.02M | 0.15% | +620+29.5% | Added |
| DORVAL Corp | 2,573 | $1.02M | 0.41% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 2,722 | $1.02M | 0.43% | −501−15.5% | Reduced |
| Defender Capital, LLC. | 2,686 | $1.02M | 0.40% | −709−20.9% | Reduced |
| Main Line Retirement Advisors, LLC | 2,727 | $1.02M | 0.67% | +94+3.6% | Added |
| Nicholson Meyer Capital Management, Inc. | 2,738 | $1.03M | 0.95% | +2,738 | New |
| Richmond Investment Services, LLC | 2,738 | $1.03M | 0.56% | −78−2.8% | Reduced |
| Boulder Wealth Advisors, LLC | 2,739 | $1.03M | 0.60% | +34+1.3% | Added |
| 25 LLC | 2,740 | $1.03M | 0.43% | +73+2.7% | Added |
| Red Mountain Financial, LLC | 2,741 | $1.03M | 1.25% | +2+0.1% | Added |
| Stephens Consulting, LLC | 2,742 | $1.03M | 0.26% | −1,492−35.2% | Reduced |
| Stegent Equity Advisors, Inc. | 2,743 | $1.03M | 1.04% | +6+0.2% | Added |
| Clark & Stuart, Inc | 2,745 | $1.03M | 0.75% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 2,750 | $1.03M | 0.26% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 2,754 | $1.03M | 0.68% | +902+48.7% | Added |
| Reyes Financial Architecture, Inc. | 2,764 | $1.04M | 0.76% | −2,498−47.5% | Reduced |
| Seros Financial, LLC | 2,766 | $1.04M | 0.78% | −23−0.8% | Reduced |
| Dakota Community Bank & Trust NA | 2,772 | $1.04M | 5.02% | +26+0.9% | Added |
| NavPoint Financial, Inc. | 2,772 | $1.04M | 0.73% | +110+4.1% | Added |
| Golden Road Advisors LLC | 2,776 | $1.04M | 0.81% | +960+52.9% | Added |
| Waterford Advisors, LLC | 2,778 | $1.04M | 0.43% | −10−0.4% | Reduced |
| Michael S. Ryan, Inc. | 2,779 | $1.04M | 0.73% | 00.0% | Unchanged |
| Saudi Central Bank | 2,779 | $1.04M | 5.52% | +2,779 | New |
| Financial Enhancement Group LLC | 2,853 | $1.05M | 0.16% | +223+8.5% | Added |
| Independence Financial Advisors, LLC | 2,809 | $1.05M | 0.40% | +2,809 | New |
| G2 Capital Management, LLC | 2,809 | $1.05M | 0.32% | +146+5.5% | Added |
| Lionshead Wealth Management, LLC | 2,815 | $1.06M | 1.10% | −62−2.2% | Reduced |
| Tumwater Wealth Management, LLC | 2,825 | $1.06M | 0.55% | −99−3.4% | Reduced |
| Horizon Bancorp Inc | 2,831 | $1.06M | 0.60% | −445−13.6% | Reduced |
| Sierra Summit Advisors LLC | 2,832 | $1.06M | 0.23% | −1,560−35.5% | Reduced |
| Objectivity Squared, LLC | 2,739 | $1.06M | 0.89% | +19+0.7% | Added |
| Dean Investment Associates, LLC | 2,837 | $1.06M | 0.16% | −85−2.9% | Reduced |
| Warner Financial, Inc | 2,842 | $1.07M | 0.47% | 00.0% | Unchanged |
| Penobscot Wealth Management | 2,863 | $1.07M | 0.45% | +263+10.1% | Added |
| SummitTX Capital, L.P. | 2,866 | $1.08M | 0.05% | +2,866 | New |
| Act Wealth Management, LLC | 2,867 | $1.08M | 0.49% | −124−4.1% | Reduced |
| R. W. Roge & Company, Inc. | 2,877 | $1.08M | 0.59% | −50−1.7% | Reduced |
| Define Financial, LLC | 2,781 | $1.08M | 0.82% | +1,776+176.7% | Added |
| Severin Investments, LLC | 2,879 | $1.08M | 1.08% | +191+7.1% | Added |
| McMahon Financial Advisors, LLC | 2,885 | $1.08M | 0.27% | +285+11.0% | Added |
| Winslow Asset Management Inc | 2,903 | $1.09M | 0.24% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,907 | $1.09M | 1.26% | −13,475−82.3% | Reduced |
| Centiva Capital, LP | 2,914 | $1.09M | 0.06% | +2,674+1,114.2% | Added |
| Kondo Wealth Advisors, Inc. | 2,914 | $1.09M | 0.54% | +428+17.2% | Added |
| Gimbal Financial | 2,921 | $1.10M | 0.99% | +30+1.0% | Added |
| Future Fund LLC | 2,921 | $1.10M | 1.41% | +2,921 | New |
| Arlington Capital Management, Inc. | 2,922 | $1.10M | 0.83% | −134−4.4% | Reduced |
| Motiv8 Investments LLC | 2,930 | $1.10M | 0.73% | +19+0.7% | Added |
| Keener Financial Planning LLC | 2,934 | $1.10M | 0.72% | −40−1.3% | Reduced |
| Numerai GP LLC | 2,933 | $1.10M | 0.21% | +1,399+91.2% | Added |
| ODonnell Financial Services, LLC | 2,938 | $1.10M | 0.46% | +92+3.2% | Added |
| Verus Wealth Management, LLC | 2,939 | $1.10M | 1.21% | −21−0.7% | Reduced |
| NBZ Investment Advisors LLC | 2,956 | $1.11M | 0.64% | +16+0.5% | Added |
| GGM Financials LLC | 2,959 | $1.11M | 0.76% | +642+27.7% | Added |
| Axq Capital, LP | 2,961 | $1.11M | 0.45% | +2,961 | New |
| BHK Investment Advisors, LLC | 2,962 | $1.11M | 0.47% | +45+1.5% | Added |
| North Berkeley Wealth Management, LLC | 2,970 | $1.11M | 1.16% | +76+2.6% | Added |
| Ridgepath Capital Management LLC | 2,974 | $1.12M | 0.54% | −1,746−37.0% | Reduced |
| Moneywise, Inc. | 2,979 | $1.12M | 0.59% | −87−2.8% | Reduced |
| Pollock Investment Advisors, LLC | 2,981 | $1.12M | 0.90% | −267−8.2% | Reduced |
| Vision Financial Markets LLC | 2,982 | $1.12M | 1.22% | +307+11.5% | Added |
| Tranquilli Financial Advisor LLC | 2,983 | $1.12M | 0.71% | +145+5.1% | Added |
| Gallacher Capital Management LLC | 2,986 | $1.12M | 0.55% | +387+14.9% | Added |
| Vanguard Capital Wealth Advisors | 2,987 | $1.12M | 1.37% | −84−2.7% | Reduced |
| Flower City Capital | 2,991 | $1.12M | 0.74% | +132+4.6% | Added |
| Davis Investment Partners, LLC | 2,895 | $1.12M | 0.50% | −275−8.7% | Reduced |
| Peak Financial Management, Inc. | 2,992 | $1.12M | 0.34% | −230−7.1% | Reduced |
| OneAscent Wealth Management LLC | 2,999 | $1.13M | 0.49% | −423−12.4% | Reduced |
| Bramshill Investments, LLC | 3,000 | $1.13M | 0.11% | −168−5.3% | Reduced |
| De Lisle Partners LLP | 3,000 | $1.13M | 0.19% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 3,007 | $1.13M | 0.98% | +279+10.2% | Added |
| Brown Wealth Management, LLC | 3,010 | $1.13M | 0.39% | +51+1.7% | Added |
| Tower Wealth Partners, Inc. | 3,012 | $1.13M | 0.60% | −198−6.2% | Reduced |
| Trademark Financial Management, LLC | 3,020 | $1.13M | 0.87% | −239−7.3% | Reduced |
| Lowe Wealth Advisors, LLC | 3,021 | $1.13M | 0.48% | +547+22.1% | Added |
| SWMG, LLC | 2,895 | $1.13M | 0.45% | +11+0.4% | Added |
| Keb Asset Management, LLC | 3,023 | $1.13M | 0.32% | −105−3.4% | Reduced |
| Spring Capital Management, LLC | 3,024 | $1.14M | 0.62% | −302−9.1% | Reduced |
| LGT Financial Advisors LLC | 3,024 | $1.14M | 3.47% | −950−23.9% | Reduced |