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 |
|---|---|---|---|---|---|
| Manchester Global Management (UK) Ltd | 59,145 | $22.2M | 3.31% | −8,663−12.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 58,961 | $22.1M | 4.24% | −481−0.8% | Reduced |
| RFG Advisory, LLC | 58,917 | $22.1M | 0.60% | +1,846+3.2% | Added |
| Kovack Advisors, Inc. | 58,898 | $22.1M | 2.34% | −2,102−3.4% | Reduced |
| DT Investment Partners, LLC | 58,878 | $22.1M | 2.13% | −3,084−5.0% | Reduced |
| Spence Asset Management | 58,815 | $22.1M | 5.50% | +1,263+2.2% | Added |
| Knuff & Co LLC | 58,790 | $22.1M | 7.41% | −1,135−1.9% | Reduced |
| New Hampshire Trust | 58,747 | $22.1M | 5.04% | −351−0.6% | Reduced |
| Arcadia Investment Management Corp | 58,679 | $22.0M | 3.99% | −2,093−3.4% | Reduced |
| Csenge Advisory Group | 59,791 | $22.0M | 1.25% | −1,106−1.8% | Reduced |
| GM Advisory Group, Inc. | 58,469 | $21.9M | 1.19% | +1,461+2.6% | Added |
| Sompo Asset Management Co., Ltd. | 58,379 | $21.9M | 4.07% | −9,226−13.6% | Reduced |
| Mitchell Sinkler & Starr | 58,206 | $21.8M | 6.12% | −3,005−4.9% | Reduced |
| Hall Laurie J Trustee | 58,161 | $21.8M | 7.79% | −2,812−4.6% | Reduced |
| Field & Main Bank | 58,129 | $21.8M | 7.71% | −2,057−3.4% | Reduced |
| Strategic Blueprint, LLC | 57,954 | $21.8M | 1.19% | −1,317−2.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 57,864 | $21.7M | 4.02% | −1,239−2.1% | Reduced |
| Savvy Advisors, Inc. | 57,688 | $21.7M | 2.18% | +11,728+25.5% | Added |
| Mattern Wealth Management LLC | 57,684 | $21.7M | 4.79% | +319+0.6% | Added |
| EFG Asset Management (Americas) Corp. | 57,557 | $21.7M | 4.38% | −324−0.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 57,674 | $21.7M | 3.23% | +21,679+60.2% | Added |
| Cooper Financial Group | 57,632 | $21.6M | 2.85% | +3,017+5.5% | Added |
| Sage Mountain Advisors LLC | 57,568 | $21.6M | 1.59% | −2,138−3.6% | Reduced |
| Capital Asset Advisory Services LLC | 56,498 | $21.6M | 1.10% | −414−0.7% | Reduced |
| Rothschild Capital Partners, LLC | 57,497 | $21.6M | 5.65% | +1,537+2.7% | Added |
| Skopos Labs, Inc. | 57,353 | $21.5M | 4.65% | +9,207+19.1% | Added |
| Van Strum & Towne Inc. | 57,227 | $21.5M | 7.22% | −3,315−5.5% | Reduced |
| Foster & Motley Inc | 57,180 | $21.5M | 1.35% | −35−0.1% | Reduced |
| Altrafin AG | 57,091 | $21.4M | 8.33% | −5,318−8.5% | Reduced |
| Pure Financial Advisors, Inc. | 56,916 | $21.4M | 0.45% | +7,402+14.9% | Added |
| Fragasso Group Inc. | 56,906 | $21.4M | 1.59% | −9,050−13.7% | Reduced |
| Stratos Wealth Advisors, LLC | 56,891 | $21.4M | 1.17% | −4,482−7.3% | Reduced |
| Rovida Advisors Inc. | 56,900 | $21.3M | 15.97% | +26,900+89.7% | Added |
| Sycale Advisors (NY) LLC | 56,775 | $21.3M | 6.87% | +56,775 | New |
| Court Place Advisors, LLC | 56,711 | $21.3M | 7.06% | +204+0.4% | Added |
| Conning Inc. | 56,701 | $21.3M | 0.74% | −1,527−2.6% | Reduced |
| Archford Capital Strategies, LLC | 56,680 | $21.3M | 3.12% | +8,199+16.9% | Added |
| Titan Global Capital Management USA LLC | 56,656 | $21.3M | 4.38% | −12,074−17.6% | Reduced |
| Point72 Europe (London) LLP | 56,594 | $21.2M | 1.47% | −14,552−20.5% | Reduced |
| Good Life Advisors, LLC | 56,550 | $21.2M | 1.50% | −7,500−11.7% | Reduced |
| Motco | 56,511 | $21.2M | 2.24% | −1,076−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 56,380 | $21.2M | 3.05% | +570+1.0% | Added |
| Tounjian Advisory Partners, LLC | 56,284 | $21.1M | 3.96% | +56,284 | New |
| Stokes Family Office, LLC | 56,143 | $21.1M | 2.37% | −447−0.8% | Reduced |
| Whalerock Point Partners, LLC | 56,140 | $21.1M | 5.00% | +335+0.6% | Added |
| Horizon Investments, LLC | 56,025 | $21.0M | 0.63% | +17,547+45.6% | Added |
| Rockline Wealth Management, LLC | 55,960 | $21.0M | 5.85% | +1,154+2.1% | Added |
| Claar Advisors LLC | 55,923 | $21.0M | 7.09% | +741+1.3% | Added |
| Pavion Blue Capital, LLC | 55,875 | $21.0M | 10.00% | −107−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 55,848 | $21.0M | 3.56% | +938+1.7% | Added |
| Traynor Capital Management, Inc. | 55,753 | $20.9M | 1.77% | +2,842+5.4% | Added |
| Atlantic Trust, LLC | 55,724 | $20.9M | 4.66% | −594−1.1% | Reduced |
| Naviter Wealth, LLC | 55,210 | $20.9M | 2.53% | −2,080−3.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 55,700 | $20.9M | 6.57% | −1,000−1.8% | Reduced |
| West Branch Capital LLC | 55,674 | $20.9M | 6.97% | +1,318+2.4% | Added |
| Princeton Capital Management LLC | 55,592 | $20.9M | 7.35% | −578−1.0% | Reduced |
| Core Alternative Capital | 55,442 | $20.8M | 5.00% | −7,123−11.4% | Reduced |
| Glen Eagle Advisors, LLC | 55,278 | $20.8M | 3.43% | −2,102−3.7% | Reduced |
| Hamilton Wealth, LLC | 55,196 | $20.7M | 4.99% | +1,279+2.4% | Added |
| Northern Oak Wealth Management Inc | 55,186 | $20.7M | 2.67% | −1,217−2.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 55,151 | $20.7M | 3.72% | −204−0.4% | Reduced |
| Farmers Trust Co | 55,131 | $20.7M | 3.89% | −1,867−3.3% | Reduced |
| Copeland Capital Management, LLC | 55,065 | $20.7M | 0.41% | −1,206−2.1% | Reduced |
| Lathrop Investment Management Corp | 55,059 | $20.7M | 4.10% | −4,308−7.3% | Reduced |
| EULAV Asset Management | 55,030 | $20.7M | 0.51% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 54,943 | $20.6M | 5.78% | −938−1.7% | Reduced |
| Phraction Management LLC | 54,925 | $20.6M | 6.91% | +4,549+9.0% | Added |
| Haverford Financial Services, Inc. | 54,806 | $20.6M | 6.34% | −363−0.7% | Reduced |
| Greenwich Wealth Management LLC | 54,754 | $20.6M | 1.56% | −1,353−2.4% | Reduced |
| Broderick Brian C | 54,673 | $20.5M | 4.18% | +115+0.2% | Added |
| Plimoth Trust Co LLC | 54,615 | $20.5M | 5.34% | +2,989+5.8% | Added |
| Independent Investors Inc | 54,523 | $20.5M | 4.34% | −50.0% | Reduced |
| Balboa Wealth Partners | 54,502 | $20.5M | 4.94% | −509−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 54,387 | $20.4M | 3.90% | +1,054+2.0% | Added |
| Kozak & Associates, Inc. | 52,629 | $20.4M | 5.09% | +765+1.5% | Added |
| Marcum Wealth, LLC | 54,314 | $20.4M | 1.76% | +3,852+7.6% | Added |
| Nicollet Investment Management, Inc. | 54,290 | $20.4M | 7.16% | +1,414+2.7% | Added |
| Wolverine Asset Management LLC | 54,179 | $20.3M | 0.40% | +34,317+172.8% | Added |
| Sargent Investment Group, LLC | 54,169 | $20.3M | 3.25% | +1,300+2.5% | Added |
| Liberty One Investment Management, LLC | 54,150 | $20.3M | 2.06% | +2,971+5.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $20.3M | 6.42% | 00.0% | Unchanged |
| Inscription Capital, LLC | 48,266 | $20.3M | 3.39% | +48,266 | New |
| Claro Advisors LLC | 54,050 | $20.3M | 2.72% | +43+0.1% | Added |
| Villere St Denis J & Co LLC | 54,003 | $20.3M | 1.96% | −1,234−2.2% | Reduced |
| Jackson Square Partners, LLC | 53,901 | $20.2M | 2.72% | −2,193−3.9% | Reduced |
| Paul R. Ried Financial Group, LLC | 53,871 | $20.2M | 14.09% | −2,523−4.5% | Reduced |
| Centre Asset Management, LLC | 53,846 | $20.2M | 5.20% | +7,946+17.3% | Added |
| AlphaCore Capital LLC | 53,829 | $20.2M | 1.72% | +24,846+85.7% | Added |
| Valicenti Advisory Services Inc | 53,811 | $20.2M | 5.19% | +183+0.3% | Added |
| Baker Chad R | 53,660 | $20.1M | 4.10% | +225+0.4% | Added |
| Delta Financial Group, Inc. | 51,179 | $20.1M | 4.60% | +2,905+6.0% | Added |
| Walter Public Investments Inc. | 53,573 | $20.1M | 3.75% | −29,202−35.3% | Reduced |
| Aragon Global Management, LP | 53,558 | $20.1M | 7.73% | −18,989−26.2% | Reduced |
| Heirloom Wealth Management | 53,554 | $20.1M | 5.76% | +1,658+3.2% | Added |
| Cypress Asset Management Inc | 53,537 | $20.1M | 5.38% | +32+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 53,524 | $20.1M | 2.71% | −3,749−6.5% | Reduced |
| Sepio Capital, LP | 53,449 | $20.1M | 1.59% | −983−1.8% | Reduced |
| Diligent Investors, LLC | 53,408 | $20.0M | 4.88% | +33+0.1% | Added |
| Embree Financial Group | 53,340 | $20.0M | 3.35% | +2,858+5.7% | Added |
| City Holding Co | 53,303 | $20.0M | 2.82% | −455−0.8% | Reduced |