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 |
|---|---|---|---|---|---|
| American National Bank | 100,981 | $37.9M | 4.21% | −113−0.1% | Reduced |
| Milestones Administradora de Recursos Ltda. | 100,922 | $37.9M | 19.34% | +3,130+3.2% | Added |
| Bell Asset Management Ltd | 100,738 | $37.8M | 6.96% | +10,753+11.9% | Added |
| Dash Acquisitions Inc. | 84,020 | $37.7M | 8.42% | −2,560−3.0% | Reduced |
| Johnson Financial Group, Inc. | 100,479 | $37.7M | 1.85% | +12,740+14.5% | Added |
| Means Investment Co., Inc. | 100,224 | $37.6M | 4.00% | −5,421−5.1% | Reduced |
| Valiant Capital Management, L.P. | 100,195 | $37.6M | 4.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 95,753 | $37.5M | 4.93% | +2,126+2.3% | Added |
| Capco Asset Management, LLC | 99,783 | $37.5M | 8.86% | −2,802−2.7% | Reduced |
| One Capital Management, LLC | 99,671 | $37.4M | 1.26% | +21,640+27.7% | Added |
| Berkley W R Corp | 99,500 | $37.4M | 2.73% | −68,900−40.9% | Reduced |
| Blue Chip Partners, Inc. | 99,279 | $37.3M | 3.21% | +119+0.1% | Added |
| ADAPT Investment Managers SA | 99,200 | $37.2M | 8.98% | +99,200 | New |
| Pitcairn Co | 98,934 | $37.1M | 2.24% | −938−0.9% | Reduced |
| WestEnd Advisors, LLC | 98,870 | $37.1M | 0.98% | −5,317−5.1% | Reduced |
| Untitled Investments LP | 98,811 | $37.1M | 10.50% | +22,554+29.6% | Added |
| Quest Investment Management LLC | 98,810 | $37.1M | 4.60% | −9,459−8.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 98,722 | $37.1M | 6.08% | +7,819+8.6% | Added |
| Joel Isaacson & Co., LLC | 98,136 | $36.8M | 1.67% | +1,343+1.4% | Added |
| Simmons Bank | 98,074 | $36.8M | 2.78% | −1,086−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 97,619 | $36.6M | 2.35% | +6,892+7.6% | Added |
| Addenda Capital Inc. | 97,559 | $36.6M | 1.35% | −572−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 97,486 | $36.6M | 1.71% | +7,256+8.0% | Added |
| Thompson Siegel & Walmsley LLC | 97,358 | $36.5M | 0.62% | −8,186−7.8% | Reduced |
| North Star Investment Management Corp. | 97,241 | $36.5M | 2.66% | −1,174−1.2% | Reduced |
| Vantage Investment Partners, LLC | 97,136 | $36.5M | 3.06% | +6,966+7.7% | Added |
| Lee Danner & Bass Inc | 97,065 | $36.4M | 2.95% | −4,841−4.8% | Reduced |
| AMS Capital Ltda | 96,782 | $36.3M | 14.97% | +33,043+51.8% | Added |
| Integrity Alliance, LLC. | 96,510 | $36.2M | 1.43% | +75,681+363.3% | Added |
| Lakeside Advisors, INC. | 96,363 | $36.2M | 23.96% | −639−0.7% | Reduced |
| Renaissance Group LLC | 96,339 | $36.2M | 1.59% | −1,491−1.5% | Reduced |
| Caliber Wealth Management, LLC | 96,259 | $36.1M | 4.93% | +96,259 | New |
| Coastline Trust Co | 96,241 | $36.1M | 4.49% | −790−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 96,049 | $36.1M | 2.60% | +3,208+3.5% | Added |
| Bath Savings Trust Co | 95,980 | $36.0M | 3.73% | −2,349−2.4% | Reduced |
| Denali Advisors LLC | 95,916 | $36.0M | 4.10% | −1,701−1.7% | Reduced |
| Blue Fin Capital, Inc. | 95,240 | $35.8M | 6.94% | +128+0.1% | Added |
| Kennedy Capital Management, Inc. | 95,054 | $35.7M | 0.85% | −10,788−10.2% | Reduced |
| Sagespring Wealth Partners, LLC | 95,040 | $35.7M | 0.90% | +4,278+4.7% | Added |
| Orbis Allan Gray Ltd | 94,908 | $35.6M | 0.20% | +16,196+20.6% | Added |
| Visionary Wealth Advisors | 94,757 | $35.6M | 2.14% | −5,731−5.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 94,727 | $35.6M | 4.01% | −915−1.0% | Reduced |
| Country Club Bank | 93,365 | $35.4M | 2.38% | −253−0.3% | Reduced |
| Professional Advisory Services Inc | 94,197 | $35.4M | 4.95% | +6,197+7.0% | Added |
| RWWM, Inc. | 93,995 | $35.3M | 2.84% | −297−0.3% | Reduced |
| Leavell Investment Management, Inc. | 93,837 | $35.2M | 1.74% | +696+0.7% | Added |
| Ninety One SA (PTY) Ltd | 94,579 | $35.2M | 6.53% | +44,172+87.6% | Added |
| Te Ahumairangi Investment Management Ltd | 93,801 | $35.2M | 7.45% | +8,569+10.1% | Added |
| Covington Investment Advisors Inc. | 93,782 | $35.2M | 5.47% | +4,457+5.0% | Added |
| Groupe des Assurances du Credit Mutuel | 93,600 | $35.1M | 10.07% | 00.0% | Unchanged |
| Columbia Asset Management | 93,538 | $35.1M | 7.13% | −2,670−2.8% | Reduced |
| Fiduciary Group LLC | 93,428 | $35.1M | 3.51% | −72−0.1% | Reduced |
| Rossmore Private Capital | 93,421 | $35.1M | 4.32% | −989−1.0% | Reduced |
| Wedgewood Partners Inc | 77,161 | $34.9M | 7.04% | +11,942+18.3% | Added |
| CapWealth Advisors, LLC | 92,991 | $34.9M | 3.79% | +1,522+1.7% | Added |
| Clare Market Investments LLC | 92,882 | $34.9M | 9.19% | −506−0.5% | Reduced |
| SlateStone Wealth, LLC | 92,663 | $34.8M | 3.49% | −799−0.9% | Reduced |
| Harbor Investment Advisory, LLC | 146,141 | $34.7M | 3.38% | +227+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 92,285 | $34.6M | 0.89% | +44,881+94.7% | Added |
| TruWealth Advisors, LLC | 92,172 | $34.6M | 2.09% | +3,232+3.6% | Added |
| Columbus Hill Capital Management, L.P. | 91,938 | $34.5M | 7.28% | +28,500+44.9% | Added |
| Wealthcare Advisory Partners LLC | 91,872 | $34.5M | 0.93% | −1,782−1.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 91,747 | $34.4M | 2.83% | +1,429+1.6% | Added |
| Geneos Wealth Management Inc. | 91,736 | $34.4M | 1.15% | +6,658+7.8% | Added |
| PFG Advisors | 91,515 | $34.4M | 1.92% | +20,348+28.6% | Added |
| Resources Management Corp | 91,341 | $34.3M | 4.82% | −908−1.0% | Reduced |
| Smithfield Trust Co | 91,230 | $34.3M | 1.72% | −931−1.0% | Reduced |
| Pictet North America Advisors SA | 91,664 | $34.3M | 3.42% | −928−1.0% | Reduced |
| Tamar Securities, LLC | 91,257 | $34.3M | 4.65% | +3,026+3.4% | Added |
| Knollwood Investment Advisory, LLC | 91,230 | $34.2M | 3.79% | +125+0.1% | Added |
| International Assets Investment Management, LLC | 91,142 | $34.2M | 3.00% | −515−0.6% | Reduced |
| Maplelane Capital, LLC | 91,000 | $34.2M | 3.18% | +91,000 | New |
| Managed Asset Portfolios, LLC | 90,996 | $34.2M | 4.73% | −303−0.3% | Reduced |
| 11 Capital Partners LP | 90,975 | $34.2M | 11.33% | +29,165+47.2% | Added |
| Ironwood Investment Counsel, LLC | 90,941 | $34.1M | 5.90% | +416+0.5% | Added |
| Global X Japan Co., Ltd. | 90,899 | $34.1M | 3.92% | +8,448+10.2% | Added |
| Journey Advisory Group, LLC | 90,851 | $34.1M | 2.79% | +8,194+9.9% | Added |
| CenterBook Partners LP | 90,666 | $34.0M | 2.17% | +5,004+5.8% | Added |
| Jacobs & Co | 90,564 | $34.0M | 3.62% | −4,155−4.4% | Reduced |
| Exor Capital LLP | 90,526 | $34.0M | 0.89% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 90,316 | $33.9M | 1.54% | +90,316 | New |
| Invictus Private Wealth, LLC | 90,220 | $33.9M | 2.68% | +983+1.1% | Added |
| ProVise Management Group, LLC | 90,110 | $33.8M | 2.87% | +2,004+2.3% | Added |
| American Assets Investment Management, LLC | 89,650 | $33.7M | 2.94% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 89,426 | $33.6M | 2.37% | +1,303+1.5% | Added |
| LaFleur & Godfrey LLC | 88,968 | $33.4M | 4.53% | +395+0.4% | Added |
| Mirabaud & Cie SA | 88,884 | $33.4M | 11.39% | +2,453+2.8% | Added |
| CapitalatWork S.A. | 88,884 | $33.4M | 1.08% | +9,175+11.5% | Added |
| Cooper Creek Partners Management LLC | 88,799 | $33.3M | 1.08% | +3,404+4.0% | Added |
| RAM Investment Partners, LLC | 88,745 | $33.3M | 8.22% | −226−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 88,678 | $33.3M | 6.48% | +7,924+9.8% | Added |
| Allen Operations LLC | 88,383 | $33.2M | 5.46% | 00.0% | Unchanged |
| Sky Investment Group LLC | 88,316 | $33.2M | 6.12% | +749+0.9% | Added |
| Hunter Associates Investment Management LLC | 88,280 | $33.1M | 5.12% | −1,150−1.3% | Reduced |
| Diversify Advisory Services, LLC | 84,037 | $33.1M | 2.07% | −8,758−9.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 88,090 | $33.1M | 3.95% | −158−0.2% | Reduced |
| Trinity Street Asset Management LLP | 88,055 | $33.1M | 3.35% | +25,855+41.6% | Added |
| Cullen Investment Group, Ltd. | 87,925 | $33.0M | 5.01% | −364−0.4% | Reduced |
| Absher Wealth Management, LLC | 87,876 | $33.0M | 4.33% | −937−1.1% | Reduced |
| HBK Sorce Advisory LLC | 87,846 | $33.0M | 0.97% | +60+0.1% | Added |