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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 76,459 | $28.7M | 2.03% | −672−0.9% | Reduced |
| James Investment Research Inc | 76,439 | $28.7M | 3.64% | −8,019−9.5% | Reduced |
| MYDA Advisors LLC | 76,400 | $28.7M | 10.18% | +56,400+282.0% | Added |
| Hills Bank & Trust Co | 76,269 | $28.6M | 2.02% | −1,204−1.6% | Reduced |
| Coastal Bridge Advisors, LLC | 76,260 | $28.6M | 4.09% | +58,927+340.0% | Added |
| Jasper Ridge Partners, L.P. | 76,091 | $28.6M | 0.92% | 00.0% | Unchanged |
| Tufton Capital Management | 75,970 | $28.5M | 5.49% | +215+0.3% | Added |
| Perennial Advisors, LLC | 75,924 | $28.5M | 5.69% | +980+1.3% | Added |
| Pennant Investors, LP | 75,900 | $28.5M | 8.57% | +27,000+55.2% | Added |
| Sava Infond d.o.o. | 75,810 | $28.5M | 5.43% | +160+0.2% | Added |
| Vicus Capital | 75,645 | $28.4M | 2.64% | −4,257−5.3% | Reduced |
| Hallmark Capital Management Inc | 75,493 | $28.3M | 2.15% | −253−0.3% | Reduced |
| Avestar Capital, LLC | 75,272 | $28.3M | 2.69% | +2,007+2.7% | Added |
| SCS Capital Management LLC | 75,260 | $28.3M | 0.36% | −102,454−57.7% | Reduced |
| Private Trust Co NA | 75,258 | $28.3M | 2.91% | −1,211−1.6% | Reduced |
| PEAK6 LLC | 75,203 | $28.2M | 1.10% | −32,180−30.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 74,796 | $28.1M | 3.62% | +1,331+1.8% | Added |
| Hoffman, Alan N Investment Management | 74,768 | $28.1M | 14.48% | −1,196−1.6% | Reduced |
| JGP Wealth Management, LLC | 74,586 | $28.0M | 3.68% | +1,723+2.4% | Added |
| Greatmark Investment Partners, Inc. | 74,515 | $28.0M | 3.81% | −75−0.1% | Reduced |
| Bourne Lent Asset Management Inc | 74,511 | $28.0M | 12.00% | −1,883−2.5% | Reduced |
| Caldwell Trust Co | 74,394 | $27.9M | 3.00% | −6,121−7.6% | Reduced |
| Cigna Investments Inc | 74,228 | $27.9M | 5.21% | −1,370−1.8% | Reduced |
| Webster Bank, N. A. | 74,142 | $27.8M | 3.06% | +2,201+3.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 73,945 | $27.8M | 9.46% | −1,830−2.4% | Reduced |
| Horiko Capital Management LLC | 73,750 | $27.7M | 8.17% | +3,713+5.3% | Added |
| Hartline Investment Corp | 73,766 | $27.7M | 3.69% | −18,608−20.1% | Reduced |
| Spirepoint Private Client, LLC | 73,651 | $27.6M | 3.61% | +702+1.0% | Added |
| Rice Partnership, LLC | 73,583 | $27.6M | 5.67% | −5,535−7.0% | Reduced |
| Coleford Investment Management Ltd. | 73,571 | $27.6M | 7.75% | −1,312−1.8% | Reduced |
| GTS Securities LLC | 73,570 | $27.6M | 1.20% | −18,241−19.9% | Reduced |
| Nicola Wealth Management Ltd. | 73,560 | $27.6M | 2.69% | +4,400+6.4% | Added |
| Zevin Asset Management LLC | 73,534 | $27.6M | 4.38% | −1,802−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 73,446 | $27.6M | 1.33% | +605+0.8% | Added |
| Cantor Fitzgerald, L. P. | 73,323 | $27.5M | 1.03% | +32,988+81.8% | Added |
| Cohen Capital Management, Inc. | 73,306 | $27.5M | 4.71% | −260−0.4% | Reduced |
| Bridgewater Advisors Inc. | 69,801 | $27.5M | 2.38% | +2,106+3.1% | Added |
| Clear Harbor Asset Management, LLC | 72,978 | $27.4M | 2.17% | +1,682+2.4% | Added |
| Parr McKnight Wealth Management Group, LLC | 72,863 | $27.4M | 3.93% | −1,784−2.4% | Reduced |
| Legacy Private Trust Co. | 72,774 | $27.3M | 1.88% | −2,400−3.2% | Reduced |
| Parcion Private Wealth LLC | 72,588 | $27.2M | 2.22% | +661+0.9% | Added |
| SeaCrest Wealth Management, LLC | 72,571 | $27.2M | 3.08% | −974−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 72,559 | $27.2M | 1.43% | +4,175+6.1% | Added |
| Exchange Capital Management, Inc. | 72,539 | $27.2M | 4.42% | +640+0.9% | Added |
| Westchester Capital Management, Inc. | 72,473 | $27.2M | 6.76% | +528+0.7% | Added |
| Naples Global Advisors, LLC | 72,280 | $27.1M | 2.58% | +618+0.9% | Added |
| Simon Quick Advisors, LLC | 72,198 | $27.1M | 1.54% | +11,647+19.2% | Added |
| AMG National Trust Bank | 72,174 | $27.1M | 0.76% | +729+1.0% | Added |
| Whitebark Investors LP | 72,139 | $27.1M | 14.20% | −4,080−5.4% | Reduced |
| Cornerstone Wealth Group, LLC | 72,077 | $27.1M | 2.24% | +3,171+4.6% | Added |
| Blackhill Capital Inc | 72,050 | $27.0M | 1.57% | 00.0% | Unchanged |
| Intrust Bank NA | 71,974 | $27.0M | 2.67% | −1,070−1.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 71,853 | $27.0M | 6.67% | +6,401+9.8% | Added |
| Spinnaker Investment Group, LLC | 71,597 | $26.9M | 6.08% | −588−0.8% | Reduced |
| Fogel Capital Management, Inc. | 71,588 | $26.9M | 14.45% | +441+0.6% | Added |
| Buckley Wealth Management, LLC | 71,576 | $26.9M | 8.36% | +1,102+1.6% | Added |
| Nelson Capital Management, LLC | 71,452 | $26.8M | 4.63% | −1,159−1.6% | Reduced |
| Independence Bank of Kentucky | 71,431 | $26.8M | 4.19% | +3,862+5.7% | Added |
| Monetary Management Group Inc | 71,378 | $26.8M | 7.24% | +160+0.2% | Added |
| Godsey & Gibb Associates | 71,334 | $26.8M | 2.63% | +500+0.7% | Added |
| Segment Wealth Management, LLC | 71,322 | $26.8M | 1.81% | +2,444+3.5% | Added |
| Cypress Capital Group | 71,294 | $26.8M | 3.50% | −10,199−12.5% | Reduced |
| Cutler Investment Counsel LLC | 71,252 | $26.7M | 3.21% | −1,686−2.3% | Reduced |
| Princeton Global Asset Management LLC | 71,140 | $26.7M | 5.30% | +5,054+7.6% | Added |
| Bogart Wealth, LLC | 71,061 | $26.7M | 1.26% | +5,523+8.4% | Added |
| Community Financial Services Group, LLC | 71,005 | $26.7M | 5.78% | −728−1.0% | Reduced |
| Bright Rock Capital Management, LLC | 71,000 | $26.7M | 5.62% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 70,949 | $26.6M | 1.03% | −121,132−63.1% | Reduced |
| StoneX Group Inc. | 70,875 | $26.6M | 1.46% | −227−0.3% | Reduced |
| CCM Investment Advisers LLC | 70,877 | $26.6M | 3.26% | +1,242+1.8% | Added |
| MIG Capital, LLC | 70,815 | $26.6M | 3.38% | −5,247−6.9% | Reduced |
| Paragon Capital Management Ltd | 70,766 | $26.6M | 5.44% | +1,927+2.8% | Added |
| RNC Capital Management LLC | 70,763 | $26.6M | 1.36% | −1,748−2.4% | Reduced |
| McRae Capital Management Inc | 70,758 | $26.6M | 5.60% | −2,515−3.4% | Reduced |
| Edentree Asset Management Ltd | 70,814 | $26.5M | 8.91% | −200−0.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 70,639 | $26.5M | 2.37% | −110−0.2% | Reduced |
| Nations Financial Group Inc, | 70,398 | $26.4M | 2.02% | −3,056−4.2% | Reduced |
| Holderness Investments Co | 70,011 | $26.3M | 6.13% | −445−0.6% | Reduced |
| Rothschild Investment LLC | 69,861 | $26.2M | 1.75% | −77−0.1% | Reduced |
| Algert Global LLC | 69,722 | $26.2M | 0.65% | +6,283+9.9% | Added |
| Pioneer Trust Bank N A | 69,654 | $26.1M | 6.89% | +607+0.9% | Added |
| WCG Wealth Advisors LLC | 69,495 | $26.1M | 1.98% | −5,136−6.9% | Reduced |
| Sunbelt Securities, Inc. | 69,393 | $26.0M | 2.33% | −1,016−1.4% | Reduced |
| Azzad Asset Management Inc | 69,371 | $26.0M | 3.07% | +69,371 | New |
| JTC Employer Solutions Trusteee Ltd | 69,467 | $26.0M | 2.14% | −186,786−72.9% | Reduced |
| Rempart Asset Management Inc. | 69,081 | $25.9M | 5.35% | −3,938−5.4% | Reduced |
| GWN Securities Inc. | 60,535 | $25.8M | 1.46% | +37,274+160.2% | Added |
| Deltec Asset Management LLC | 68,833 | $25.8M | 5.55% | +289+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 68,825 | $25.8M | 4.95% | −3,873−5.3% | Reduced |
| Buffington Mohr McNeal | 68,770 | $25.8M | 5.09% | −6,566−8.7% | Reduced |
| Hutchinson Capital Management | 68,765 | $25.8M | 4.92% | −1,564−2.2% | Reduced |
| Wellington Shields & Co., LLC | 68,741 | $25.8M | 8.08% | +539+0.8% | Added |
| Missouri Trust & Investment Co | 68,709 | $25.8M | 9.05% | −139−0.2% | Reduced |
| Claret Asset Management Corp | 68,620 | $25.8M | 3.72% | +249+0.4% | Added |
| Cheviot Value Management, LLC | 59,054 | $25.8M | 3.17% | +6,543+12.5% | Added |
| Ibex Wealth Advisors | 68,511 | $25.7M | 3.40% | −8,453−11.0% | Reduced |
| Anchor Capital Advisors LLC | 68,368 | $25.7M | 0.77% | −2,718−3.8% | Reduced |
| Capital Planning LLC | 68,260 | $25.6M | 7.17% | +2,963+4.5% | Added |
| Prosperity Consulting Group, LLC | 68,152 | $25.6M | 1.98% | +327+0.5% | Added |
| Chicago Trust Co NA | 68,103 | $25.6M | 4.53% | −2,280−3.2% | Reduced |