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 |
|---|---|---|---|---|---|
| MBB Public Markets I LLC | 53,090 | $19.9M | 2.30% | +46,004+649.2% | Added |
| Arvest Bank Trust Division | 53,039 | $19.9M | 1.26% | +18,889+55.3% | Added |
| Campbell Capital Management Inc | 52,890 | $19.9M | 11.58% | −850−1.6% | Reduced |
| Legacy Wealth Management, LLC | 52,875 | $19.8M | 6.49% | +8,900+20.2% | Added |
| Hodges Capital Management Inc. | 52,845 | $19.8M | 2.00% | −8,952−14.5% | Reduced |
| OneAscent Financial Services LLC | 52,284 | $19.8M | 1.29% | +27,052+107.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 52,734 | $19.8M | 3.39% | −450−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 52,730 | $19.8M | 2.93% | +2,153+4.3% | Added |
| Elk River Wealth Management, LLC | 52,600 | $19.7M | 3.70% | −32−0.1% | Reduced |
| NTV Asset Management LLC | 52,550 | $19.7M | 2.63% | +162+0.3% | Added |
| Ascent Wealth Partners, LLC | 52,543 | $19.7M | 2.65% | +4,956+10.4% | Added |
| Lynwood Price Capital Management LP | 52,500 | $19.7M | 11.24% | +14,000+36.4% | Added |
| Miramar Capital, LLC | 52,437 | $19.7M | 4.68% | −1,768−3.3% | Reduced |
| D L Carlson Investment Group Inc | 52,422 | $19.7M | 3.78% | −2,335−4.3% | Reduced |
| Hartford Financial Management Inc. | 52,372 | $19.7M | 4.06% | +200.0% | Added |
| Walleye Trading LLC | 52,363 | $19.7M | 0.56% | −132,066−71.6% | Reduced |
| Harvey Capital Management Inc | 52,359 | $19.7M | 5.14% | −5,721−9.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 52,290 | $19.6M | 0.76% | −7,558−12.6% | Reduced |
| Marietta Investment Partners LLC | 51,972 | $19.5M | 4.70% | −586−1.1% | Reduced |
| Parkside Financial Bank & Trust | 51,913 | $19.5M | 2.48% | +1,273+2.5% | Added |
| Spectrum Wealth Counsel, LLC | 51,894 | $19.5M | 2.34% | +1,101+2.2% | Added |
| Boyd Watterson Asset Management LLC | 51,878 | $19.5M | 6.23% | +49+0.1% | Added |
| Krilogy Financial LLC | 51,863 | $19.5M | 1.26% | +1,794+3.6% | Added |
| First Western Trust Bank | 51,839 | $19.5M | 0.93% | −4,988−8.8% | Reduced |
| Chemung Canal Trust Co | 51,836 | $19.5M | 4.28% | −4,496−8.0% | Reduced |
| Decatur Capital Management, Inc. | 51,812 | $19.4M | 10.09% | −304−0.6% | Reduced |
| Keel Point, LLC | 51,686 | $19.4M | 1.51% | +2,155+4.4% | Added |
| Catalytic Wealth RIA, LLC | 51,633 | $19.4M | 3.56% | −2,262−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,592 | $19.4M | 0.74% | −5,032−8.9% | Reduced |
| Arjuna Capital | 51,588 | $19.4M | 5.36% | −17,390−25.2% | Reduced |
| Natural Investments, LLC | 51,548 | $19.4M | 5.49% | +959+1.9% | Added |
| Quattro Financial Advisors LLC | 51,518 | $19.3M | 6.63% | −53,502−50.9% | Reduced |
| Premier Path Wealth Partners, LLC | 51,511 | $19.3M | 3.01% | −879−1.7% | Reduced |
| PFC Capital Group, Inc. | 51,364 | $19.3M | 9.72% | −3,149−5.8% | Reduced |
| Mystic Asset Management, Inc. | 51,349 | $19.3M | 5.08% | +105+0.2% | Added |
| Camden National Bank | 51,322 | $19.3M | 2.86% | −1,934−3.6% | Reduced |
| Farley Capital L.P. | 51,312 | $19.3M | 17.84% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 51,225 | $19.2M | 13.12% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 51,162 | $19.2M | 3.96% | +116+0.2% | Added |
| Canal Capital Management, LLC | 51,129 | $19.2M | 3.21% | +4,557+9.8% | Added |
| Waldron Private Wealth LLC | 51,127 | $19.2M | 0.91% | −41,407−44.7% | Reduced |
| Capital Investment Counsel, Inc | 51,068 | $19.2M | 2.86% | +1,431+2.9% | Added |
| Leuthold Group, LLC | 51,053 | $19.2M | 2.49% | −3,566−6.5% | Reduced |
| Cardinal Capital Management | 50,977 | $19.1M | 2.96% | −1,127−2.2% | Reduced |
| GDS Wealth Management | 50,901 | $19.1M | 1.63% | +4,862+10.6% | Added |
| Rowland & Co Investment Counsel | 50,871 | $19.1M | 4.02% | −453−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 50,796 | $19.1M | 1.57% | −13,469−21.0% | Reduced |
| Arete Wealth Advisors, LLC | 50,777 | $19.1M | 1.46% | −242−0.5% | Reduced |
| Consilio Wealth Advisors, LLC | 50,770 | $19.1M | 7.96% | +580+1.2% | Added |
| Montecito Bank & Trust | 50,637 | $19.0M | 3.36% | −568−1.1% | Reduced |
| West Coast Financial LLC | 50,607 | $19.0M | 2.17% | −1,870−3.6% | Reduced |
| Apexium Financial, LP | 50,606 | $19.0M | 1.13% | +8,440+20.0% | Added |
| Virtu Financial LLC | 50,501 | $19.0M | 1.03% | −37,588−42.7% | Reduced |
| Occidental Asset Management, LLC | 50,453 | $18.9M | 2.86% | +6,739+15.4% | Added |
| Payden & Rygel | 50,430 | $18.9M | 1.63% | −28,400−36.0% | Reduced |
| Headinvest, LLC | 50,344 | $18.9M | 3.67% | −28−0.1% | Reduced |
| Condor Capital Management | 50,336 | $18.9M | 1.76% | −356−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 50,321 | $18.9M | 2.61% | −7,310−12.7% | Reduced |
| Unio Capital LLC | 50,289 | $18.9M | 7.24% | +12,141+31.8% | Added |
| CFM Wealth Partners LLC | 50,200 | $18.8M | 3.32% | +480+1.0% | Added |
| Monarch Capital Management Inc | 50,164 | $18.8M | 5.23% | −243−0.5% | Reduced |
| Harbour Trust & Investment Management Co | 50,148 | $18.8M | 2.28% | +11,175+28.7% | Added |
| Family Management Corp | 50,141 | $18.8M | 3.11% | −7,586−13.1% | Reduced |
| Stonebridge Capital Management Inc | 50,139 | $18.8M | 8.14% | −2,280−4.3% | Reduced |
| Keystone Financial Group | 49,364 | $18.8M | 1.91% | +244+0.5% | Added |
| Institute for Wealth Management, LLC. | 50,019 | $18.8M | 2.41% | −342−0.7% | Reduced |
| Honeycomb Asset Management LP | 50,000 | $18.8M | 8.96% | −15,000−23.1% | Reduced |
| RBF Capital, LLC | 50,000 | $18.8M | 1.18% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 47,572 | $18.7M | 1.39% | +2,738+6.1% | Added |
| Stansberry Asset Management, LLC | 49,837 | $18.7M | 2.25% | +1,938+4.0% | Added |
| Weik Capital Management | 49,787 | $18.7M | 7.61% | −1,802−3.5% | Reduced |
| Wayfinding Financial, LLC | 49,541 | $18.6M | 8.15% | +84+0.2% | Added |
| Lincoln Capital Corp | 49,522 | $18.6M | 7.74% | −1,392−2.7% | Reduced |
| Financial Insights, Inc. | 49,514 | $18.6M | 7.40% | −26−0.1% | Reduced |
| Sigma Investment Counselors Inc | 49,372 | $18.5M | 1.13% | −2,896−5.5% | Reduced |
| Koshinski Asset Management, Inc. | 49,337 | $18.5M | 1.57% | +499+1.0% | Added |
| David Loasby | 48,480 | $18.5M | 1.83% | +1,409+3.0% | Added |
| Rench Wealth Management, Inc. | 49,198 | $18.5M | 6.38% | +471+1.0% | Added |
| Connecticut Wealth Management, LLC | 49,165 | $18.5M | 0.97% | −755−1.5% | Reduced |
| Security National Bank | 49,087 | $18.4M | 3.48% | +5,123+11.7% | Added |
| Osher Van de Voorde Investment Management | 49,055 | $18.4M | 4.16% | −280−0.6% | Reduced |
| Nutshell Asset Management Ltd | 49,020 | $18.4M | 9.59% | +13,150+36.7% | Added |
| Farmers National Bank | 48,993 | $18.4M | 5.19% | +294+0.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 48,973 | $18.4M | 1.07% | +2,423+5.2% | Added |
| Y.D. More Investments Ltd | 48,972 | $18.4M | 1.61% | −2,846−5.5% | Reduced |
| Everhart Financial Group, Inc. | 48,952 | $18.4M | 2.51% | +783+1.6% | Added |
| Asset Planning Services Inc | 48,875 | $18.3M | 9.33% | −290−0.6% | Reduced |
| Hendley & Co Inc | 48,856 | $18.3M | 6.41% | −131−0.3% | Reduced |
| RMR Wealth Builders | 48,853 | $18.3M | 1.93% | −805−1.6% | Reduced |
| Hanson & Doremus Investment Management | 48,781 | $18.3M | 2.67% | +5,027+11.5% | Added |
| Ransom Advisory, Ltd | 48,730 | $18.3M | 9.04% | +200+0.4% | Added |
| Camden Capital, LLC | 48,585 | $18.3M | 1.92% | +1,633+3.5% | Added |
| MONECO Advisors, LLC | 48,533 | $18.2M | 1.89% | +6,061+14.3% | Added |
| Heron Bay Capital Management | 48,467 | $18.2M | 3.82% | −848−1.7% | Reduced |
| Adalta Capital Management LLC | 48,443 | $18.2M | 9.68% | −78−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 48,420 | $18.2M | 0.83% | +6,976+16.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 48,401 | $18.2M | 10.02% | −2,088−4.1% | Reduced |
| Sendero Wealth Management, LLC | 48,299 | $18.1M | 2.52% | +4,552+10.4% | Added |
| Capital City Trust Co | 48,239 | $18.1M | 4.96% | −180.0% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 48,229 | $18.1M | 4.99% | −167−0.3% | Reduced |