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 |
|---|---|---|---|---|---|
| SageView Advisory Group, LLC | 68,082 | $25.6M | 1.09% | +714+1.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 67,956 | $25.5M | 4.29% | +9,357+16.0% | Added |
| Mirova | 67,821 | $25.5M | 4.58% | +2,243+3.4% | Added |
| Strategic Advisors LLC | 67,752 | $25.4M | 4.90% | +229+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 65,453 | $25.4M | 2.04% | +7,936+13.8% | Added |
| Covenant Asset Management, LLC | 67,706 | $25.4M | 6.39% | −2,172−3.1% | Reduced |
| Madrona Financial Services, LLC | 67,534 | $25.4M | 6.97% | +7,101+11.8% | Added |
| Greenwood Capital Associates LLC | 67,232 | $25.2M | 3.40% | +2,175+3.3% | Added |
| Tenere Capital LLC | 67,156 | $25.2M | 6.94% | −2,777−4.0% | Reduced |
| Parkwood LLC | 67,110 | $25.2M | 2.47% | +45,416+209.3% | Added |
| BKD Wealth Advisors, LLC | 67,091 | $25.2M | 0.60% | −676−1.0% | Reduced |
| Vega Investment Solutions | 65,588 | $25.2M | 4.86% | +27,243+71.0% | Added |
| CMH Wealth Management LLC | 66,975 | $25.1M | 6.30% | −1,950−2.8% | Reduced |
| Mengis Capital Management, Inc. | 66,766 | $25.1M | 5.23% | −3,860−5.5% | Reduced |
| Harbour Investments, Inc. | 66,670 | $25.0M | 0.72% | +255+0.4% | Added |
| Thompson Investment Management, Inc. | 66,637 | $25.0M | 3.75% | +55+0.1% | Added |
| Sand Hill Global Advisors, LLC | 66,503 | $25.0M | 1.03% | +1,543+2.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 66,397 | $24.9M | 5.09% | −379−0.6% | Reduced |
| Benin Management CORP | 66,335 | $24.9M | 7.09% | +3,722+5.9% | Added |
| Permanent Capital Management, LP | 66,325 | $24.9M | 7.14% | +797+1.2% | Added |
| First Financial Bank - Trust Division | 65,870 | $24.7M | 2.40% | −6,680−9.2% | Reduced |
| JLB & Associates Inc | 65,711 | $24.7M | 3.44% | −1,878−2.8% | Reduced |
| Zuckerman Investment Group, LLC | 65,604 | $24.6M | 2.64% | +186+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 65,506 | $24.6M | 0.69% | +939+1.5% | Added |
| NFJ Investment Group, LLC | 65,490 | $24.6M | 0.83% | +8,034+14.0% | Added |
| SFMG, LLC | 65,440 | $24.6M | 1.94% | −1,872−2.8% | Reduced |
| Premier Fund Managers Ltd | 64,768 | $24.5M | 0.92% | −480−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 65,317 | $24.5M | 1.66% | −45−0.1% | Reduced |
| Trybe Capital Management LP | 65,275 | $24.5M | 8.30% | −16,382−20.1% | Reduced |
| Bellecapital International Ltd. | 65,243 | $24.5M | 4.84% | +292+0.4% | Added |
| Somerville Kurt F | 65,183 | $24.5M | 4.26% | +453+0.7% | Added |
| Guardian Partners Inc. | 65,305 | $24.4M | 2.53% | −6,936−9.6% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 65,000 | $24.4M | 2.79% | +10,000+18.2% | Added |
| Cubist Systematic Strategies, LLC | 64,980 | $24.4M | 0.32% | −30,315−31.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 64,823 | $24.4M | 2.23% | −7,383−10.2% | Reduced |
| Turim 21 Investimentos Ltda. | 64,905 | $24.4M | 6.54% | +4,373+7.2% | Added |
| Jamison Private Wealth Management, Inc. | 64,233 | $24.1M | 3.67% | −623−1.0% | Reduced |
| Borer Denton & Associates, Inc. | 64,067 | $24.0M | 8.51% | −3,395−5.0% | Reduced |
| Perkins Coie Trust Co | 63,906 | $24.0M | 5.44% | −381−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 59,616 | $24.0M | 0.97% | −21,937−26.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 63,815 | $24.0M | 5.95% | −829−1.3% | Reduced |
| WoodTrust Financial Corp | 63,772 | $23.9M | 3.35% | +1,790+2.9% | Added |
| Generali Investments, Management Co LLC | 63,752 | $23.9M | 6.81% | +919+1.5% | Added |
| Legacy Advisors, LLC | 63,714 | $23.9M | 2.53% | +1,941+3.1% | Added |
| Nwi Management LP | 63,400 | $23.8M | 3.17% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 52,906 | $23.8M | 4.68% | −4,286−7.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 63,287 | $23.8M | 2.18% | −211−0.3% | Reduced |
| APG Asset Management US Inc. | 62,095 | $23.7M | 0.18% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 63,182 | $23.7M | 13.43% | +330+0.5% | Added |
| Burling Wealth Partners, LLC | 63,100 | $23.7M | 4.99% | +1,178+1.9% | Added |
| Applied Finance Capital Management, LLC | 62,917 | $23.6M | 1.74% | −860−1.3% | Reduced |
| Brasada Capital Management, LP | 66,562 | $23.6M | 4.71% | −4,633−6.5% | Reduced |
| Toth Financial Advisory Corp | 62,847 | $23.6M | 2.84% | −1,241−1.9% | Reduced |
| Lindbrook Capital, LLC | 62,841 | $23.6M | 2.17% | +1,786+2.9% | Added |
| Vision Capital Management, Inc. | 62,779 | $23.6M | 3.40% | +2,799+4.7% | Added |
| Canal Insurance CO | 62,500 | $23.5M | 5.54% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 62,412 | $23.4M | 4.44% | +1,310+2.1% | Added |
| Broadleaf Partners, LLC | 62,196 | $23.3M | 6.11% | −943−1.5% | Reduced |
| Smithbridge Asset Management Inc | 62,153 | $23.3M | 4.32% | +62,153 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 62,068 | $23.3M | 3.18% | +3,404+5.8% | Added |
| Larson Financial Group LLC | 62,062 | $23.3M | 1.11% | +11,721+23.3% | Added |
| Proficio Capital Partners LLC | 61,681 | $23.3M | 1.80% | +2,543+4.3% | Added |
| Augustine Asset Management Inc | 61,932 | $23.2M | 6.79% | −7,647−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 61,855 | $23.2M | 1.28% | +3,216+5.5% | Added |
| Pragma Gestao de Patrimonio Ltd | 61,800 | $23.2M | 12.42% | +10,800+21.2% | Added |
| Alley Investment Management Company, LLC | 61,721 | $23.2M | 2.91% | +225+0.4% | Added |
| Stone Point Wealth LLC | 61,670 | $23.2M | 7.84% | −198−0.3% | Reduced |
| Trifecta Capital Advisors, LLC | 61,488 | $23.1M | 4.84% | +811+1.3% | Added |
| Zhang Financial LLC | 61,431 | $23.1M | 1.22% | +2,009+3.4% | Added |
| Solidarilty Wealth, LLC | 61,390 | $23.0M | 5.68% | +1,878+3.2% | Added |
| Peak Asset Management, LLC | 61,265 | $23.0M | 4.38% | +139+0.2% | Added |
| Salomon & Ludwin, LLC | 61,171 | $23.0M | 2.45% | +5,400+9.7% | Added |
| Colonial Trust Co | 61,087 | $22.9M | 3.56% | −2,617−4.1% | Reduced |
| XML Financial, LLC | 61,027 | $22.9M | 2.14% | +98+0.2% | Added |
| Aaron Wealth Advisors | 60,923 | $22.9M | 2.62% | +213+0.4% | Added |
| Red Door Wealth Management, LLC | 60,763 | $22.8M | 3.37% | +1,375+2.3% | Added |
| RKL Wealth Management LLC | 60,597 | $22.7M | 2.14% | +671+1.1% | Added |
| Canvas Wealth Advisors, LLC | 62,013 | $22.7M | 5.84% | +4,428+7.7% | Added |
| Harbour Investment Management LLC | 60,546 | $22.7M | 10.28% | −993−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 60,482 | $22.7M | 5.75% | −2,604−4.1% | Reduced |
| BFSG, LLC | 60,415 | $22.7M | 2.76% | −6,193−9.3% | Reduced |
| Laurel Wealth Advisors LLC | 60,247 | $22.6M | 3.54% | +382+0.6% | Added |
| Hendershot Investments Inc. | 60,012 | $22.5M | 3.07% | +639+1.1% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $22.5M | 6.77% | 00.0% | Unchanged |
| LTS One Management LP | 60,000 | $22.5M | 6.86% | +1,000+1.7% | Added |
| Proem Advisors LLC | 60,000 | $22.5M | 11.82% | +35,000+140.0% | Added |
| Norden Group LLC | 59,932 | $22.5M | 2.59% | −5,739−8.7% | Reduced |
| Community Bank, N.A. | 59,871 | $22.5M | 3.01% | −1,734−2.8% | Reduced |
| De Burlo Group Inc | 59,839 | $22.5M | 3.32% | −190−0.3% | Reduced |
| Hayek Kallen Investment Management | 59,771 | $22.4M | 8.26% | −346−0.6% | Reduced |
| American Money Management, LLC | 59,736 | $22.4M | 4.25% | +1,530+2.6% | Added |
| Quinn Opportunity Partners LLC | 59,732 | $22.4M | 1.58% | +58,732+5,873.2% | Added |
| AdvisorNet Financial, Inc | 59,713 | $22.4M | 1.67% | +89+0.1% | Added |
| Paradigm Financial Partners, LLC | 59,712 | $22.4M | 2.78% | +1,768+3.1% | Added |
| Middleton & Co Inc | 59,664 | $22.4M | 2.62% | −845−1.4% | Reduced |
| Delta Investment Management, LLC | 59,561 | $22.4M | 4.51% | +24,388+69.3% | Added |
| Confluence Wealth Services, Inc. | 59,508 | $22.3M | 1.40% | +4,097+7.4% | Added |
| Valmark Advisers, Inc. | 59,280 | $22.3M | 0.34% | −3,058−4.9% | Reduced |
| WBH Advisory Inc | 59,264 | $22.2M | 2.08% | −5,909−9.1% | Reduced |
| Davis-Rea Ltd. | 59,164 | $22.2M | 5.91% | +41,253+230.3% | Added |