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
- 5,777
- −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
- 2,613 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 144,852 | $54.4M | 1.74% | +40,860+39.3% | Added |
| FRG Family Wealth Advisors LLC | 144,683 | $54.3M | 10.49% | −1,338−0.9% | Reduced |
| Montag A & Associates Inc | 144,017 | $54.1M | 2.70% | −730−0.5% | Reduced |
| Academy Capital Management Inc | 143,983 | $54.0M | 9.33% | −6,034−4.0% | Reduced |
| Ulysses Management LLC | 143,774 | $54.0M | 13.64% | −18,980−11.7% | Reduced |
| Colonial Trust Advisors | 143,662 | $53.9M | 4.80% | +860+0.6% | Added |
| Destination Wealth Management | 143,533 | $53.9M | 1.70% | +2,937+2.1% | Added |
| Matrix Asset Advisors Inc | 143,085 | $53.7M | 5.93% | +1,986+1.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 153,700 | $53.4M | 7.60% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 142,281 | $53.4M | 3.08% | −4,497−3.1% | Reduced |
| V-Square Quantitative Management LLC | 142,196 | $53.4M | 7.79% | +6,108+4.5% | Added |
| Northeast Financial Consultants Inc | 142,174 | $53.4M | 2.37% | −463−0.3% | Reduced |
| Hemenway Trust Co LLC | 141,888 | $53.3M | 4.34% | +4,389+3.2% | Added |
| Oak Associates, Ltd | 141,578 | $53.1M | 3.99% | +2,682+1.9% | Added |
| NorthRock Partners, LLC | 140,116 | $52.6M | 1.77% | −568−0.4% | Reduced |
| Bellevue Asset Management, LLC | 139,644 | $52.4M | 28.60% | −2,141−1.5% | Reduced |
| TCG Advisory Services, LLC | 138,900 | $52.1M | 2.10% | +31,284+29.1% | Added |
| Boston Family Office LLC | 138,391 | $52.0M | 3.68% | +3,083+2.3% | Added |
| Albion Financial Group | 138,381 | $51.9M | 3.67% | +785+0.6% | Added |
| Roundview Capital LLC | 138,069 | $51.8M | 3.74% | −5,373−3.7% | Reduced |
| Guardian Capital LP | 138,053 | $51.8M | 2.04% | +172+0.1% | Added |
| S-Bank Fund Management Ltd | 137,739 | $51.7M | 9.74% | +137,739 | New |
| Levin Capital Strategies, L.P. | 137,594 | $51.7M | 5.48% | −3,092−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 137,390 | $51.6M | 3.14% | +14,415+11.7% | Added |
| Palisade Asset Management, LLC | 137,128 | $51.5M | 5.29% | −5,106−3.6% | Reduced |
| Philadelphia Trust Co | 136,981 | $51.4M | 4.40% | −9,617−6.6% | Reduced |
| Himension Fund | 136,859 | $51.4M | 4.39% | −57,821−29.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 136,773 | $51.3M | 2.31% | +94+0.1% | Added |
| First American Trust, FSB | 136,304 | $51.2M | 4.70% | +43,671+47.1% | Added |
| BancorpSouth Bank | 136,295 | $51.2M | 3.65% | +1,095+0.8% | Added |
| Alps Advisors Inc | 136,103 | $51.1M | 0.30% | +3,101+2.3% | Added |
| Baxter Bros Inc | 135,991 | $51.0M | 6.72% | −2,100−1.5% | Reduced |
| Everence Capital Management Inc | 135,978 | $51.0M | 3.47% | 00.0% | Unchanged |
| Junto Capital Management LP | 135,971 | $51.0M | 1.17% | +9,110+7.2% | Added |
| Private Advisory Group LLC | 135,863 | $51.0M | 5.82% | +6,982+5.4% | Added |
| DDD Partners, LLC | 135,778 | $51.0M | 6.19% | −308−0.2% | Reduced |
| True Blue (BVI) Ltd | 135,620 | $50.9M | 37.20% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 135,539 | $50.9M | 3.35% | −3,855−2.8% | Reduced |
| Vestor Capital, LLC | 135,289 | $50.8M | 4.18% | −59,413−30.5% | Reduced |
| Wendell David Associates Inc | 135,036 | $50.7M | 5.06% | −3,800−2.7% | Reduced |
| Atlantic Union Bankshares Corp | 134,952 | $50.7M | 3.06% | −1,867−1.4% | Reduced |
| Tran Capital Management, L.P. | 134,639 | $50.5M | 6.80% | −10,574−7.3% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 134,475 | $50.5M | 2.68% | +88,625+193.3% | Added |
| Beese Fulmer Investment Management, Inc. | 134,422 | $50.5M | 4.34% | +2,066+1.6% | Added |
| Jackson Wealth Management, LLC | 134,267 | $50.4M | 6.12% | −641−0.5% | Reduced |
| Buckingham Strategic Partners | 134,207 | $50.4M | 0.77% | +2,524+1.9% | Added |
| Richard Bernstein Advisors LLC | 133,755 | $50.2M | 1.21% | −6,958−4.9% | Reduced |
| Beaumont Financial Advisors, LLC | 133,647 | $50.2M | 3.93% | −427−0.3% | Reduced |
| Main Street Research LLC | 133,621 | $50.2M | 3.28% | +3,859+3.0% | Added |
| Penobscot Investment Management Company, Inc. | 133,422 | $50.1M | 4.71% | −281−0.2% | Reduced |
| Stonebridge Capital Advisors LLC | 132,358 | $49.7M | 4.05% | +4,573+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 132,228 | $49.6M | 1.52% | +9,405+7.7% | Added |
| Caisse des Depots Et Consignations | 132,213 | $49.6M | 2.39% | 00.0% | Unchanged |
| Burns J W & Co Inc | 132,081 | $49.6M | 6.43% | −901−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 132,052 | $49.6M | 1.90% | +1,275+1.0% | Added |
| Armistice Capital, LLC | 132,000 | $49.6M | 1.32% | +36,034+37.5% | Added |
| Sonora Investment Management Group, LLC | 131,869 | $49.5M | 3.92% | +390.0% | Added |
| Arkadios Wealth Advisors | 131,828 | $49.5M | 1.87% | +43,063+48.5% | Added |
| Thoroughbred Financial Services, LLC | 131,651 | $49.4M | 3.08% | +1,414+1.1% | Added |
| MUFG Securities Americas Inc. | 131,593 | $49.4M | 5.74% | +21,842+19.9% | Added |
| Financial Engines Advisors L.L.C. | 131,586 | $49.4M | 0.11% | −222−0.2% | Reduced |
| Night Owl Capital Management, LLC | 131,323 | $49.3M | 6.16% | +4,601+3.6% | Added |
| Twin Capital Management Inc | 130,845 | $49.1M | 5.73% | −1,128−0.9% | Reduced |
| Hilltop Holdings Inc. | 129,867 | $48.8M | 3.07% | +4,516+3.6% | Added |
| Yarbrough Capital, LLC | 129,794 | $48.7M | 2.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 129,669 | $48.7M | 1.89% | +170+0.1% | Added |
| Chicago Partners Investment Group LLC | 112,248 | $48.6M | 1.62% | +7,149+6.8% | Added |
| Equitable Trust Co | 129,538 | $48.6M | 2.69% | +83+0.1% | Added |
| Grace & Mercy Foundation, Inc. | 129,230 | $48.5M | 12.10% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 129,081 | $48.5M | 5.94% | −6,876−5.1% | Reduced |
| Morningstar Investment Management LLC | 128,299 | $48.2M | 4.10% | +4,791+3.9% | Added |
| Martingale Asset Management L P | 127,828 | $48.0M | 1.22% | −998−0.8% | Reduced |
| Dnca Finance | 127,226 | $47.8M | 3.97% | −13,624−9.7% | Reduced |
| Frank, Rimerman Advisors LLC | 126,907 | $47.6M | 3.78% | +6,527+5.4% | Added |
| Van Cleef Asset Management,Inc | 126,561 | $47.5M | 5.37% | −1,802−1.4% | Reduced |
| KMG Fiduciary Partners, LLC | 126,524 | $47.5M | 3.95% | +3,772+3.1% | Added |
| Gillespie Robinson & Grimm Inc | 126,495 | $47.5M | 3.84% | −1,258−1.0% | Reduced |
| IHT Wealth Management, LLC | 126,183 | $47.4M | 1.48% | +5,288+4.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 126,174 | $47.4M | 2.51% | +1,931+1.6% | Added |
| Bank of Hawaii | 126,173 | $47.4M | 2.72% | −3,671−2.8% | Reduced |
| Petredis Investment Advisors LLC | 125,372 | $47.1M | 4.92% | +1,519+1.2% | Added |
| Cobblestone Capital Advisors LLC | 124,708 | $46.8M | 2.56% | +350+0.3% | Added |
| Callahan Advisors, LLC | 124,702 | $46.8M | 4.46% | +1,688+1.4% | Added |
| Robertson Stephens Wealth Management, LLC | 124,700 | $46.8M | 1.75% | −2,474−1.9% | Reduced |
| TD Private Client Wealth LLC | 124,650 | $46.8M | 1.29% | +5,911+5.0% | Added |
| Kimelman & Baird, LLC | 124,473 | $46.7M | 3.97% | +253+0.2% | Added |
| GAMMA Investing LLC | 124,391 | $46.7M | 3.50% | +8,781+7.6% | Added |
| Pittenger & Anderson Inc | 123,978 | $46.5M | 1.71% | −434−0.3% | Reduced |
| RPG Investment Advisory, LLC | 123,965 | $46.5M | 3.33% | +62,416+101.4% | Added |
| Ariel Investments, LLC | 123,894 | $46.5M | 0.55% | −4,009−3.1% | Reduced |
| PFG Investments, LLC | 123,810 | $46.5M | 2.98% | −1,975−1.6% | Reduced |
| Burney Co | 123,781 | $46.5M | 1.69% | −4,783−3.7% | Reduced |
| Founders Capital Management, LLC | 123,341 | $46.3M | 8.52% | −471−0.4% | Reduced |
| Change Path, LLC | 122,793 | $46.1M | 1.38% | +7,157+6.2% | Added |
| Callan Family Office, LLC | 122,389 | $45.9M | 3.45% | −48,954−28.6% | Reduced |
| Appleton Partners Inc | 122,316 | $45.9M | 3.55% | +2,702+2.3% | Added |
| Longbow Finance SA | 121,997 | $45.8M | 5.49% | −31,404−20.5% | Reduced |
| GW Henssler & Associates Ltd | 121,506 | $45.6M | 2.62% | +6,922+6.0% | Added |
| Tompkins Financial Corp | 121,329 | $45.5M | 4.36% | +266+0.2% | Added |
| Amica Mutual Insurance Co | 121,319 | $45.5M | 5.01% | −9,071−7.0% | Reduced |