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 |
|---|---|---|---|---|---|
| Coerente Capital Management | 120,936 | $45.4M | 8.84% | +1,127+0.9% | Added |
| Ledyard National Bank | 120,897 | $45.4M | 4.49% | −4,596−3.7% | Reduced |
| Chescapmanager LLC | 120,892 | $45.4M | 9.45% | +7,500+6.6% | Added |
| Papp L Roy & Associates | 120,605 | $45.3M | 5.55% | −1,079−0.9% | Reduced |
| Novare Capital Management LLC | 120,349 | $45.2M | 3.95% | +745+0.6% | Added |
| Capital Analysts, LLC | 120,108 | $45.1M | 1.68% | +4,477+3.9% | Added |
| Greenbrier Partners Capital Management, LLC | 119,843 | $45.0M | 3.52% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 119,440 | $44.8M | 5.07% | +1,463+1.2% | Added |
| C Partners Holding GmbH | 118,883 | $44.6M | 11.65% | +10,991+10.2% | Added |
| Trust Co of Virginia | 118,650 | $44.5M | 4.13% | −2,937−2.4% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 118,324 | $44.4M | 10.68% | −1,790−1.5% | Reduced |
| Auxano Advisors, LLC | 118,285 | $44.4M | 11.77% | +1,946+1.7% | Added |
| Matthew Goff Investment Advisor, LLC | 117,898 | $44.3M | 8.16% | −361−0.3% | Reduced |
| Ascent Group, LLC | 117,788 | $44.2M | 1.90% | +22,684+23.9% | Added |
| Fulton Bank, N.A. | 117,313 | $44.0M | 1.78% | −530.0% | Reduced |
| Gamco Investors, Inc. Et Al | 116,893 | $43.9M | 0.48% | −9,672−7.6% | Reduced |
| Evoke Wealth, LLC | 116,714 | $43.8M | 1.14% | +9,040+8.4% | Added |
| Strategy Capital LLC | 116,043 | $43.6M | 4.08% | −5,401−4.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 115,300 | $43.3M | 5.55% | −2,600−2.2% | Reduced |
| Capital Investment Services of America, Inc. | 115,204 | $43.2M | 4.38% | +1,026+0.9% | Added |
| Kiley Juergens Wealth Management, LLC | 114,669 | $43.0M | 11.45% | −480.0% | Reduced |
| Kadensa Capital Ltd | 114,393 | $42.9M | 5.33% | +6,125+5.7% | Added |
| FourThought Financial Partners, LLC | 114,167 | $42.9M | 4.48% | +5,540+5.1% | Added |
| Citadel Advisors LLC | 114,114 | $42.8M | 0.04% | −834,122−88.0% | Reduced |
| Spinnaker Trust | 113,936 | $42.8M | 2.79% | −3,312−2.8% | Reduced |
| Stillwater Capital Advisors, LLC | 113,643 | $42.7M | 5.95% | −1,729−1.5% | Reduced |
| King Wealth | 113,606 | $42.6M | 6.46% | +1,142+1.0% | Added |
| Rollins Financial Advisors, LLC | 113,415 | $42.6M | 7.42% | −4,199−3.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 113,115 | $42.5M | 0.10% | +4,750+4.4% | Added |
| Ceredex Value Advisors LLC | 113,111 | $42.5M | 0.93% | +9,889+9.6% | Added |
| Hoey Investments, Inc | 112,960 | $42.4M | 8.40% | −21,559−16.0% | Reduced |
| Wellington Shields Capital Management, LLC | 112,323 | $42.2M | 7.65% | −332,275−74.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 112,300 | $42.2M | 8.01% | +444+0.4% | Added |
| Dock Street Asset Management Inc | 112,183 | $42.1M | 4.97% | +12,510+12.6% | Added |
| Parallax Volatility Advisers, L.P. | 112,102 | $42.1M | 1.36% | +78,885+237.5% | Added |
| 180 Wealth Advisors, LLC | 111,730 | $41.9M | 6.68% | +2,385+2.2% | Added |
| Shufro Rose & Co LLC | 111,606 | $41.9M | 3.31% | −565−0.5% | Reduced |
| Clough Capital Partners L P | 111,490 | $41.9M | 5.28% | +21,760+24.3% | Added |
| Wilsey Asset Management Inc | 111,375 | $41.8M | 8.38% | −540.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 111,292 | $41.8M | 3.35% | +124+0.1% | Added |
| Hamilton Capital Partners Inc. | 110,952 | $41.7M | 2.67% | +19,722+21.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,872 | $41.6M | 4.42% | +1,157+1.1% | Added |
| Amussen Hunsaker Associates LLC | 110,848 | $41.6M | 5.74% | +3,674+3.4% | Added |
| Nexus Investment Management ULC | 77,005 | $41.6M | 4.71% | +265+0.3% | Added |
| TenCore Partners, LP | 110,696 | $41.6M | 21.84% | +4,755+4.5% | Added |
| Davy Global Fund Management Ltd | 110,372 | $41.4M | 4.88% | +4,622+4.4% | Added |
| Moran Wealth Management, LLC | 110,305 | $41.4M | 1.39% | +3,789+3.6% | Added |
| Cornerstone Capital, Inc. | 110,035 | $41.3M | 4.45% | −14,651−11.8% | Reduced |
| Venturi Wealth Management, LLC | 110,010 | $41.3M | 2.15% | +11,357+11.5% | Added |
| BTC Capital Management, Inc. | 109,670 | $41.2M | 3.77% | +4,925+4.7% | Added |
| Bensler, LLC | 109,408 | $41.1M | 5.14% | +307+0.3% | Added |
| Optiver Holding B.V. | 109,166 | $41.0M | 1.58% | −118,463−52.0% | Reduced |
| Heritage Trust Co | 109,006 | $40.9M | 4.96% | −6,272−5.4% | Reduced |
| Principle Wealth Partners LLC | 108,862 | $40.9M | 2.92% | +137+0.1% | Added |
| Annex Advisory Services, LLC | 108,771 | $40.8M | 1.16% | −189−0.2% | Reduced |
| Terry L. Blaker | 108,289 | $40.7M | 1.62% | −881−0.8% | Reduced |
| Leonteq Securities AG | 108,152 | $40.6M | 3.10% | +14,743+15.8% | Added |
| Value Partners Investments Inc. | 107,882 | $40.5M | 3.50% | +95,575+776.6% | Added |
| Jag Capital Management, LLC | 107,986 | $40.5M | 5.41% | +15,765+17.1% | Added |
| Constitution Capital LLC | 107,922 | $40.5M | 22.44% | −11,736−9.8% | Reduced |
| Alerus Financial NA | 107,842 | $40.5M | 3.24% | −5,190−4.6% | Reduced |
| Atika Capital Management LLC | 107,500 | $40.4M | 6.20% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 107,458 | $40.3M | 21.64% | +336+0.3% | Added |
| Washington Trust Bank | 107,439 | $40.3M | 4.04% | −4,838−4.3% | Reduced |
| Van Hulzen Asset Management, LLC | 107,336 | $40.3M | 3.68% | −33,584−23.8% | Reduced |
| Greenwood Gearhart Inc | 107,135 | $40.2M | 2.78% | −1,138−1.1% | Reduced |
| German American Bancorp, Inc. | 106,702 | $40.1M | 4.31% | +2,184+2.1% | Added |
| Schnieders Capital Management LLC | 106,179 | $39.9M | 8.52% | −4,201−3.8% | Reduced |
| Orion Investment Co | 106,076 | $39.8M | 16.37% | +162+0.2% | Added |
| Coronation Fund Managers Ltd. | 105,931 | $39.8M | 2.16% | +78,032+279.7% | Added |
| Cooperman Leon G | 105,705 | $39.7M | 1.58% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 105,030 | $39.4M | 3.68% | +1,813+1.8% | Added |
| Fidelis Capital Partners, LLC | 100,371 | $39.3M | 4.18% | −13,812−12.1% | Reduced |
| Silicon Valley Capital Partners | 103,727 | $39.3M | 5.13% | +6,656+6.9% | Added |
| United Asset Strategies, Inc. | 104,534 | $39.2M | 3.64% | +3,510+3.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 104,528 | $39.2M | 2.54% | −42,604−29.0% | Reduced |
| Lynch & Associates | 104,528 | $39.2M | 8.49% | −1,061−1.0% | Reduced |
| Linscomb & Williams, Inc. | 104,517 | $39.2M | 1.95% | −6,442−5.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 104,398 | $39.2M | 0.72% | +16,843+19.2% | Added |
| Willis Investment Counsel | 104,258 | $39.1M | 2.63% | −6,030−5.5% | Reduced |
| Manitou Investment Management Ltd. | 104,043 | $39.1M | 7.59% | −9,795−8.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 104,000 | $39.0M | 4.43% | +37,000+55.2% | Added |
| Essex Financial Services, Inc. | 103,895 | $39.0M | 2.81% | −1,960−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 103,856 | $39.0M | 0.50% | +5,344+5.4% | Added |
| McIlrath & Eck, LLC | 103,803 | $39.0M | 4.79% | +25,454+32.5% | Added |
| IFP Advisors, Inc | 103,663 | $38.9M | 1.20% | +11,712+12.7% | Added |
| Anderson Hoagland & Co | 109,645 | $38.9M | 4.61% | −1,672−1.5% | Reduced |
| Weatherly Asset Management L. P. | 103,093 | $38.7M | 3.47% | −200−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 102,860 | $38.6M | 0.76% | −258−0.3% | Reduced |
| Wedmont Private Capital | 99,061 | $38.5M | 1.97% | −1,822−1.8% | Reduced |
| Belmont Capital, LLC | 102,327 | $38.4M | 6.90% | +6,889+7.2% | Added |
| Rheos Capital Works Inc. | 102,300 | $38.4M | 3.13% | −60,000−37.0% | Reduced |
| Fiduciary Alliance LLC | 102,192 | $38.4M | 3.77% | +1,940+1.9% | Added |
| Keystone Investors Pte Ltd | 102,097 | $38.3M | 5.39% | −90,436−47.0% | Reduced |
| Churchill Management Corp | 102,062 | $38.3M | 0.49% | −6,202−5.7% | Reduced |
| Archon Partners LLC | 102,000 | $38.3M | 4.64% | 00.0% | Unchanged |
| Coalescence Partners Investment Management, LP | 101,892 | $38.2M | 13.01% | +27,737+37.4% | Added |
| Garde Capital, Inc. | 101,796 | $38.2M | 2.19% | −11,078−9.8% | Reduced |
| Circle Wealth Management, LLC | 101,566 | $38.1M | 0.88% | −7,341−6.7% | Reduced |
| Auxier Asset Management | 101,376 | $38.1M | 5.67% | −937−0.9% | Reduced |