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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 175,856 | $66.0M | 1.70% | −4,644−2.6% | Reduced |
| Cumberland Partners Ltd | 175,267 | $65.8M | 5.07% | −5,100−2.8% | Reduced |
| Senator Investment Group LP | 175,000 | $65.7M | 3.49% | +20,000+12.9% | Added |
| LMCG Investments, LLC | 174,436 | $65.5M | 4.35% | −20,372−10.5% | Reduced |
| Asset Advisors Investment Management, LLC | 174,392 | $65.5M | 6.88% | −5,866−3.3% | Reduced |
| WSFS Capital Management, LLC | 174,183 | $65.4M | 3.92% | −9,150−5.0% | Reduced |
| United Services Automobile Association | 172,255 | $65.3M | 2.01% | +414+0.2% | Added |
| Corvex Management LP | 173,661 | $65.2M | 2.53% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 173,594 | $65.2M | 3.05% | −1,997−1.1% | Reduced |
| Neville Rodie & Shaw Inc | 173,485 | $65.1M | 5.10% | +544+0.3% | Added |
| Gilder Gagnon Howe & Co LLC | 173,029 | $65.0M | 0.85% | −66,446−27.7% | Reduced |
| Sabal Trust CO | 172,946 | $64.9M | 3.60% | −1,813−1.0% | Reduced |
| TRB Advisors LP | 170,000 | $63.8M | 30.24% | 00.0% | Unchanged |
| Principal Securities, Inc. | 151,078 | $63.7M | 1.42% | +661+0.4% | Added |
| Verus Capital Partners, LLC | 169,065 | $63.5M | 6.35% | −253−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 168,994 | $63.4M | 2.70% | +28,334+20.1% | Added |
| Quadrant Capital Group LLC | 168,421 | $63.2M | 2.35% | +80,835+92.3% | Added |
| Grimes & Company, Inc. | 168,336 | $63.2M | 1.95% | −227−0.1% | Reduced |
| Provident Investment Management, Inc. | 168,303 | $63.2M | 5.95% | +768+0.5% | Added |
| Eagle Global Advisors LLC | 168,253 | $63.2M | 2.60% | −690−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 167,603 | $62.9M | 2.59% | +181+0.1% | Added |
| Confluence Investment Management LLC | 167,479 | $62.9M | 0.91% | −147,964−46.9% | Reduced |
| Moneta Group Investment Advisors LLC | 166,813 | $62.6M | 0.86% | +4,224+2.6% | Added |
| Univest Financial Corp | 166,497 | $62.5M | 4.08% | +6,374+4.0% | Added |
| Great Valley Advisor Group, Inc. | 166,266 | $62.4M | 1.34% | −9,476−5.4% | Reduced |
| Sumitomo Life Insurance Co | 165,764 | $62.2M | 2.23% | +4,063+2.5% | Added |
| Summit Financial, LLC | 165,602 | $62.2M | 1.74% | +35,177+27.0% | Added |
| Fairview Capital Investment Management, LLC | 164,941 | $61.9M | 3.28% | +1,074+0.7% | Added |
| NZS Capital, LLC | 164,906 | $61.9M | 2.79% | −77,396−31.9% | Reduced |
| Compass Capital Management, Inc | 164,493 | $61.7M | 4.06% | +2,050+1.3% | Added |
| China Universal Asset Management Co., Ltd. | 164,088 | $61.6M | 5.73% | +17,383+11.8% | Added |
| Cyndeo Wealth Partners, LLC | 163,885 | $61.5M | 4.04% | +16,432+11.1% | Added |
| Heritage Wealth Advisors | 163,713 | $61.5M | 3.11% | −1,040−0.6% | Reduced |
| Freestone Grove Partners LP | 163,367 | $61.3M | 0.63% | +35,550+27.8% | Added |
| Fullerton Fund Management Co Ltd. | 162,727 | $61.1M | 3.92% | −301,899−65.0% | Reduced |
| Madison Asset Management, LLC | 162,642 | $61.1M | 0.68% | +14,787+10.0% | Added |
| Estabrook Capital Management | 162,606 | $61.0M | 9.86% | −4,481−2.7% | Reduced |
| S&CO Inc | 162,012 | $60.8M | 4.08% | +3,248+2.0% | Added |
| Woodstock Corp | 161,601 | $60.7M | 5.99% | −1,571−1.0% | Reduced |
| Grassi Investment Management | 161,492 | $60.6M | 5.61% | −115−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 161,344 | $60.6M | 1.12% | −9,516−5.6% | Reduced |
| Meridian Wealth Management, LLC | 161,314 | $60.6M | 2.93% | −12,449−7.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 161,269 | $60.5M | 4.17% | +17,656+12.3% | Added |
| Petrus Trust Company, LTA | 161,134 | $60.5M | 5.65% | +24,308+17.8% | Added |
| Mirae Asset Securities (USA) Inc. | 161,034 | $60.5M | 2.60% | −222,755−58.0% | Reduced |
| Aquatic Capital Management LLC | 160,832 | $60.4M | 1.54% | +160,832 | New |
| Narwhal Capital Management | 160,705 | $60.3M | 5.38% | +2,680+1.7% | Added |
| First Horizon Advisors, Inc. | 160,181 | $60.1M | 1.69% | −1,378−0.9% | Reduced |
| First Long Island Investors, LLC | 160,179 | $60.1M | 4.95% | −11,917−6.9% | Reduced |
| LGT Fund Management Co Ltd. | 159,885 | $60.0M | 5.41% | +4,469+2.9% | Added |
| Patten & Patten Inc | 159,708 | $60.0M | 4.01% | +599+0.4% | Added |
| Granite Investment Partners, LLC | 159,588 | $59.9M | 3.04% | −11,848−6.9% | Reduced |
| Nixon Peabody Trust Co | 159,355 | $59.8M | 5.08% | −643−0.4% | Reduced |
| Plato Investment Management Ltd | 157,386 | $59.7M | 5.03% | −15,598−9.0% | Reduced |
| Select Equity Group, L.P. | 158,907 | $59.7M | 0.27% | −19,016−10.7% | Reduced |
| Independent Financial Group, LLC | 158,836 | $59.6M | 2.05% | −1,049−0.7% | Reduced |
| First National Bank of Omaha | 158,408 | $59.5M | 4.06% | −9,036−5.4% | Reduced |
| Forbes J M & Co LLP | 157,939 | $59.3M | 5.74% | +3,127+2.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 157,617 | $59.2M | 0.61% | −471,502−74.9% | Reduced |
| CBOE Vest Financial, LLC | 157,234 | $59.0M | 0.92% | +44,283+39.2% | Added |
| Tower Bridge Advisors | 156,589 | $58.8M | 6.57% | −4,241−2.6% | Reduced |
| North Star Asset Management Inc | 156,258 | $58.7M | 2.68% | +1,212+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 156,214 | $58.6M | 4.34% | −1,755−1.1% | Reduced |
| Boston Common Asset Management, LLC | 155,868 | $58.5M | 1.78% | +13,182+9.2% | Added |
| Nicholas Hoffman & Company, LLC. | 155,478 | $58.4M | 2.22% | −651−0.4% | Reduced |
| Wedge Capital Management L L P | 155,298 | $58.3M | 1.13% | −2,824−1.8% | Reduced |
| Ritholtz Wealth Management | 154,742 | $58.1M | 1.74% | +2,682+1.8% | Added |
| HS Management Partners, LLC | 154,718 | $58.1M | 4.70% | +9,680+6.7% | Added |
| Adell Harriman & Carpenter Inc | 154,457 | $58.0M | 4.37% | +779+0.5% | Added |
| Bard Financial Services, Inc. | 154,284 | $57.9M | 7.08% | −2,574−1.6% | Reduced |
| Sowell Financial Services LLC | 153,594 | $57.7M | 2.62% | −2,558−1.6% | Reduced |
| Pallas Capital Advisors LLC | 153,358 | $57.6M | 2.39% | +2,087+1.4% | Added |
| BLB&B Advisors, LLC | 152,764 | $57.3M | 2.92% | −5,255−3.3% | Reduced |
| Unigestion Holding SA | 152,502 | $57.2M | 3.36% | −4,718−3.0% | Reduced |
| Trust Co of Toledo NA | 152,144 | $57.1M | 7.56% | +961+0.6% | Added |
| Marble Harbor Investment Counsel, LLC | 152,136 | $57.1M | 6.43% | −4,909−3.1% | Reduced |
| Act Two Investors LLC | 151,766 | $57.0M | 12.07% | +3,077+2.1% | Added |
| Sigma Planning Corp | 151,701 | $56.9M | 1.82% | +2,425+1.6% | Added |
| Fort Sheridan Advisors LLC | 151,681 | $56.9M | 8.64% | −7,064−4.4% | Reduced |
| Dynamic Advisor Solutions LLC | 151,671 | $56.9M | 1.88% | −288−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 151,647 | $56.9M | 4.76% | +201+0.1% | Added |
| Fishman Jay A Ltd | 151,407 | $56.8M | 6.21% | −5,521−3.5% | Reduced |
| Nellore Capital Management LLC | 151,200 | $56.8M | 7.72% | +3,000+2.0% | Added |
| Transform Wealth, LLC | 150,910 | $56.6M | 3.43% | −365−0.2% | Reduced |
| M & L Capital Management Ltd | 150,200 | $56.4M | 16.88% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 150,000 | $56.3M | 1.22% | +2,500+1.7% | Added |
| Summitry LLC | 149,354 | $56.1M | 2.83% | +7,970+5.6% | Added |
| Cidel Asset Management Inc | 149,050 | $56.0M | 3.66% | −9,556−6.0% | Reduced |
| Level Four Advisory Services, LLC | 148,955 | $55.9M | 2.30% | +6,996+4.9% | Added |
| DuPont Capital Management Corp | 148,681 | $55.8M | 6.18% | +6,961+4.9% | Added |
| Brevan Howard Capital Management LP | 148,609 | $55.8M | 1.56% | +89,481+151.3% | Added |
| Meeder Advisory Services, Inc. | 148,517 | $55.8M | 3.34% | +1,096+0.7% | Added |
| Farther Finance Advisors, LLC | 145,618 | $55.7M | 1.42% | +26,872+22.6% | Added |
| Hollencrest Capital Management | 147,989 | $55.6M | 2.44% | −1,508−1.0% | Reduced |
| Jain Global LLC | 147,846 | $55.5M | 1.13% | +147,846 | New |
| Baskin Financial Services Inc. | 147,562 | $55.4M | 4.50% | −240−0.2% | Reduced |
| Waycross Partners, LLC | 146,143 | $54.9M | 6.15% | +26,212+21.9% | Added |
| Smith Group Asset Management, LLC | 146,131 | $54.9M | 4.11% | +5,169+3.7% | Added |
| Palestra Capital Management LLC | 146,047 | $54.8M | 2.21% | −152,506−51.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 145,565 | $54.6M | 0.18% | +67,979+87.6% | Added |