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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 87,726 | $32.9M | 1.99% | +8,901+11.3% | Added |
| Pennsylvania Capital Management Inc | 87,460 | $32.8M | 12.05% | −842−1.0% | Reduced |
| Maxi Investments CY Ltd | 87,410 | $32.8M | 6.54% | +59,449+212.6% | Added |
| Marco Investment Management LLC | 87,128 | $32.7M | 3.03% | +6,523+8.1% | Added |
| Fundamentun, LLC | 87,077 | $32.7M | 1.74% | +13,534+18.4% | Added |
| Mather Group, LLC. | 86,759 | $32.6M | 0.38% | −5,555−6.0% | Reduced |
| Lyell Wealth Management, LP | 86,668 | $32.5M | 3.04% | +7,477+9.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 86,586 | $32.5M | 3.63% | −1,086−1.2% | Reduced |
| Journey Strategic Wealth LLC | 86,484 | $32.5M | 1.13% | +32,475+60.1% | Added |
| Bridgeway Capital Management, LLC | 86,477 | $32.5M | 0.82% | +6,617+8.3% | Added |
| Schmidt P J Investment Management Inc | 86,036 | $32.3M | 5.91% | +582+0.7% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $32.3M | 19.45% | 00.0% | Unchanged |
| First Nebraska Trust Co | 85,777 | $32.2M | 3.18% | −325−0.4% | Reduced |
| Culbertson A N & Co Inc | 85,748 | $32.2M | 5.14% | −950−1.1% | Reduced |
| Randolph Co Inc | 85,727 | $32.2M | 3.77% | +73+0.1% | Added |
| Trust Asset Management LLC | 85,614 | $32.1M | 2.63% | −315−0.4% | Reduced |
| Graypoint LLC | 85,331 | $32.0M | 2.00% | −2,227−2.5% | Reduced |
| MainStreet Investment Advisors LLC | 85,054 | $31.9M | 4.65% | −4,411−4.9% | Reduced |
| Wallington Asset Management, LLC | 84,792 | $31.8M | 4.58% | −10,913−11.4% | Reduced |
| Fagan Associates, Inc. | 84,573 | $31.7M | 5.30% | −1,035−1.2% | Reduced |
| First National Advisers, LLC | 84,418 | $31.7M | 5.07% | +180.0% | Added |
| Syon Capital LLC | 84,285 | $31.6M | 2.58% | +14,528+20.8% | Added |
| Tritonpoint Wealth, LLC | 84,261 | $31.6M | 3.01% | +540+0.6% | Added |
| Janney Capital Management LLC | 84,238 | $31.6M | 2.18% | −2,460−2.8% | Reduced |
| Bank of Nova Scotia Trust Co | 84,189 | $31.6M | 3.37% | −190−0.2% | Reduced |
| CX Institutional | 84,176 | $31.6M | 1.19% | +5,774+7.4% | Added |
| Atomi Financial Group, Inc. | 84,100 | $31.6M | 1.44% | −2,270−2.6% | Reduced |
| Moody National Bank Trust Division | 84,096 | $31.6M | 3.29% | +214+0.3% | Added |
| LS Investment Advisors, LLC | 84,090 | $31.6M | 4.86% | −884−1.0% | Reduced |
| Verdence Capital Advisors LLC | 83,999 | $31.5M | 2.41% | +436+0.5% | Added |
| Insigneo Advisory Services, LLC | 83,979 | $31.5M | 3.25% | +2,673+3.3% | Added |
| Goelzer Investment Management, Inc. | 83,801 | $31.5M | 1.82% | −4,110−4.7% | Reduced |
| Oxbow Advisors, LLC | 83,768 | $31.4M | 3.32% | +5,094+6.5% | Added |
| CSM Advisors, LLC | 83,611 | $31.4M | 1.71% | −12,080−12.6% | Reduced |
| Howe & Rusling Inc | 83,478 | $31.3M | 2.64% | +3,836+4.8% | Added |
| Makena Capital Management LLC | 83,385 | $31.3M | 3.23% | +33,562+67.4% | Added |
| Canandaigua National Bank & Trust Co | 83,379 | $31.3M | 3.12% | −1,292−1.5% | Reduced |
| Progressive Investment Management Corp | 83,295 | $31.3M | 8.75% | −1,691−2.0% | Reduced |
| 1st Source Bank | 83,178 | $31.2M | 1.84% | −1,297−1.5% | Reduced |
| Rings Capital Management LLC | 83,000 | $31.2M | 15.88% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 82,641 | $31.0M | 2.55% | +296+0.4% | Added |
| Mark Asset Management LP | 82,503 | $31.0M | 4.66% | +18,969+29.9% | Added |
| Woodmont Investment Counsel LLC | 82,445 | $30.9M | 2.23% | +1,901+2.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 82,378 | $30.9M | 2.88% | +120.0% | Added |
| Palisade Capital Management LLC | 82,300 | $30.9M | 0.89% | +299+0.4% | Added |
| Edge Wealth Management LLC | 82,228 | $30.9M | 6.26% | +759+0.9% | Added |
| Integrated Advisors Network LLC | 82,174 | $30.8M | 1.56% | −16,049−16.3% | Reduced |
| Courier Capital LLC | 81,977 | $30.8M | 2.01% | +1,298+1.6% | Added |
| Apella Capital, LLC | 78,753 | $30.8M | 1.06% | +6,363+8.8% | Added |
| ARS Wealth Advisors Group, LLC | 81,773 | $30.7M | 4.34% | −785−1.0% | Reduced |
| Mitchell Capital Management Co | 81,624 | $30.6M | 5.84% | −1,568−1.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 81,583 | $30.6M | 2.22% | +1,741+2.2% | Added |
| Qtron Investments LLC | 81,552 | $30.6M | 4.58% | −1,205−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 70,734 | $30.4M | 2.80% | 00.0% | Unchanged |
| Forum Financial Management, LP | 80,933 | $30.4M | 0.50% | +1,229+1.5% | Added |
| Clarity Financial LLC | 80,724 | $30.3M | 3.49% | +19,715+32.3% | Added |
| NBC Securities, Inc. | 80,582 | $30.3M | 2.58% | +80,502+100,627.5% | Added |
| GLOBALT Investments LLC | 80,556 | $30.2M | 1.24% | −7,521−8.5% | Reduced |
| Connors Investor Services Inc | 80,559 | $30.2M | 3.00% | −16,453−17.0% | Reduced |
| St Germain D J Co Inc | 80,503 | $30.2M | 1.42% | −1,245−1.5% | Reduced |
| SP Asset Management LLC | 80,361 | $30.2M | 2.66% | +380.0% | Added |
| Griffin Asset Management, Inc. | 80,315 | $30.1M | 3.69% | −2,064−2.5% | Reduced |
| Mechanics Bank Trust Department | 80,272 | $30.1M | 4.11% | +5,646+7.6% | Added |
| Focus Financial Network, Inc. | 80,263 | $30.1M | 1.23% | +968+1.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 80,232 | $30.1M | 6.46% | −3,483−4.2% | Reduced |
| Ithaka Group LLC | 80,229 | $30.1M | 6.14% | −3,904−4.6% | Reduced |
| Hillman Co | 80,136 | $30.1M | 11.38% | +23,847+42.4% | Added |
| Central Securities Corp | 80,000 | $30.0M | 2.86% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $30.0M | 17.21% | 00.0% | Unchanged |
| Charter Trust Co | 79,994 | $30.0M | 1.99% | −3,366−4.0% | Reduced |
| River Wealth Advisors LLC | 79,689 | $29.9M | 4.16% | +1,511+1.9% | Added |
| United Bank | 79,669 | $29.9M | 3.80% | −4,361−5.2% | Reduced |
| South Street Advisors LLC | 79,623 | $29.9M | 4.89% | +763+1.0% | Added |
| Zions Bancorporation, National Association | 79,608 | $29.9M | 1.89% | +79,608 | New |
| Smartleaf Asset Management LLC | 78,813 | $29.9M | 2.88% | +1,203+1.6% | Added |
| Stony Point Capital LLC | 79,455 | $29.8M | 3.22% | +50,621+175.6% | Added |
| AlTi Global, Inc. | 79,396 | $29.8M | 0.78% | −16,726−17.4% | Reduced |
| Western Wealth Management, LLC | 79,365 | $29.8M | 1.98% | −21,290−21.2% | Reduced |
| Cooper Investors Pty Ltd | 79,327 | $29.8M | 4.84% | +33,465+73.0% | Added |
| L1 Capital International Pty Ltd | 79,091 | $29.7M | 8.17% | +2,295+3.0% | Added |
| Overbrook Management Corp | 79,087 | $29.7M | 6.97% | −12,594−13.7% | Reduced |
| Thiel Macro LLC | 78,720 | $29.6M | 19.31% | +78,720 | New |
| Fulcrum Capital LLC | 78,705 | $29.5M | 6.55% | +5,186+7.1% | Added |
| Nemes Rush Group LLC | 78,611 | $29.5M | 3.73% | +50+0.1% | Added |
| Sora Investors LLC | 78,575 | $29.5M | 3.57% | −13,098−14.3% | Reduced |
| Peachtree Investment Partners, LLC | 78,421 | $29.4M | 11.63% | −4,094−5.0% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 78,263 | $29.4M | 3.82% | −17,597−18.4% | Reduced |
| Belpointe Asset Management LLC | 78,113 | $29.3M | 1.53% | −1,498−1.9% | Reduced |
| Ally Financial Inc. | 78,000 | $29.3M | 3.29% | +5,000+6.8% | Added |
| Hilton Capital Management, LLC | 77,718 | $29.2M | 2.48% | −5,265−6.3% | Reduced |
| DSG Capital Advisors, LLC | 77,585 | $29.1M | 5.88% | −5,072−6.1% | Reduced |
| Angeles Wealth Management, LLC | 77,509 | $29.1M | 2.42% | −601−0.8% | Reduced |
| Intact Investment Management Inc. | 77,500 | $29.1M | 1.00% | +5,100+7.0% | Added |
| Abner Herrman & Brock LLC | 77,356 | $29.0M | 3.71% | +182+0.2% | Added |
| M. Kraus & Co | 77,313 | $29.0M | 8.83% | +129+0.2% | Added |
| Iyo Bank, Ltd. | 77,222 | $29.0M | 9.33% | +11,145+16.9% | Added |
| Wolverine Trading, LLC | 76,496 | $29.0M | 0.92% | −131,394−63.2% | Reduced |
| One Madison Group LLC | 77,000 | $28.9M | 3.78% | +27,000+54.0% | Added |
| Dividend Assets Capital, LLC | 76,855 | $28.9M | 5.46% | −2,456−3.1% | Reduced |
| Verity & Verity, LLC | 76,644 | $28.8M | 2.53% | +1,892+2.5% | Added |