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 |
|---|---|---|---|---|---|
| Manhattan West Asset Management, LLC | 48,134 | $18.1M | 4.61% | +5,063+11.8% | Added |
| Penserra Capital Management LLC | 48,130 | $18.1M | 0.32% | +791+1.7% | Added |
| Watts Gwilliam & Co., LLC | 48,074 | $18.0M | 3.92% | +4,803+11.1% | Added |
| Kestra Investment Management, LLC | 48,064 | $18.0M | 0.57% | +3,869+8.8% | Added |
| Ratan Capital Management LP | 47,981 | $18.0M | 5.81% | −70,174−59.4% | Reduced |
| McGuire Investment Group, LLC | 47,920 | $18.0M | 2.67% | −320−0.7% | Reduced |
| Clearline Capital LP | 47,889 | $18.0M | 1.81% | +25,824+117.0% | Added |
| Globeflex Capital L P | 47,873 | $18.0M | 1.66% | +25,831+117.2% | Added |
| Texas Yale Capital Corp. | 47,801 | $17.9M | 0.74% | +1,269+2.7% | Added |
| Formidable Asset Management, LLC | 47,741 | $17.9M | 3.00% | +519+1.1% | Added |
| Laffer Tengler Investments | 47,711 | $17.9M | 3.81% | −2,352−4.7% | Reduced |
| Scott & Selber, Inc. | 47,563 | $17.9M | 5.72% | +260+0.5% | Added |
| Capital Planning Advisors, LLC | 47,552 | $17.9M | 2.76% | −462−1.0% | Reduced |
| Duncker Streett & Co Inc | 47,513 | $17.8M | 3.53% | −719−1.5% | Reduced |
| Marietta Wealth Management, LLC | 47,502 | $17.8M | 2.62% | +2,613+5.8% | Added |
| Washington Trust Advisors, Inc. | 47,460 | $17.8M | 1.58% | +20,730+77.6% | Added |
| Miller Wealth Advisors, LLC | 47,388 | $17.8M | 9.87% | +601+1.3% | Added |
| Skyline Advisors, Inc. | 47,192 | $17.7M | 6.98% | −467−1.0% | Reduced |
| Regal Investment Advisors LLC | 47,190 | $17.7M | 1.43% | −9,357−16.5% | Reduced |
| Rehmann Capital Advisory Group | 47,085 | $17.7M | 1.11% | +1,482+3.2% | Added |
| Wells Trecaso Financial Group, LLC | 47,055 | $17.7M | 5.89% | +317+0.7% | Added |
| Cordatus Wealth Management LLC | 47,018 | $17.6M | 4.84% | +990+2.2% | Added |
| Aspiriant, LLC | 47,001 | $17.6M | 0.61% | +187+0.4% | Added |
| Simplicity Wealth,LLC | 46,981 | $17.6M | 1.37% | +20,422+76.9% | Added |
| HCR Wealth Advisors | 46,834 | $17.6M | 2.29% | +347+0.7% | Added |
| Inman Jager Wealth Management, LLC | 46,827 | $17.6M | 13.17% | +36+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 46,788 | $17.6M | 2.86% | −12,296−20.8% | Reduced |
| Eagle Rock Investment Company, LLC | 46,762 | $17.6M | 3.01% | +1,230+2.7% | Added |
| Westbourne Investment Advisors, Inc. | 46,758 | $17.6M | 6.24% | +294+0.6% | Added |
| Jacobi Capital Management LLC | 46,730 | $17.5M | 1.29% | +1,076+2.4% | Added |
| Aspire Capital Advisors LLC | 46,684 | $17.5M | 5.23% | −297−0.6% | Reduced |
| Biondo Investment Advisors, LLC | 46,658 | $17.5M | 2.49% | −480−1.0% | Reduced |
| Hedeker Wealth, LLC | 46,520 | $17.5M | 4.69% | −442−0.9% | Reduced |
| Gryphon Financial Partners LLC | 46,367 | $17.4M | 2.51% | +2,665+6.1% | Added |
| Scholtz & Company, LLC | 46,337 | $17.4M | 8.61% | −620−1.3% | Reduced |
| Private Wealth Asset Management, LLC | 46,258 | $17.4M | 2.50% | +46,258 | New |
| GPM Growth Investors, Inc. | 46,251 | $17.4M | 7.61% | +754+1.7% | Added |
| Renaissance Investment Group LLC | 46,186 | $17.3M | 4.21% | −3,484−7.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 46,051 | $17.3M | 3.42% | +505+1.1% | Added |
| Lingohr & Partner Asset Management GmbH | 46,029 | $17.3M | 4.33% | +42,870+1,357.1% | Added |
| K.J. Harrison & Partners Inc | 46,020 | $17.3M | 3.38% | −31,031−40.3% | Reduced |
| FORA Capital, LLC | 45,943 | $17.2M | 1.75% | +45,943 | New |
| Morse Asset Management, Inc | 45,859 | $17.2M | 4.35% | −1,697−3.6% | Reduced |
| Grafton Street Partners Fund, LP | 45,836 | $17.2M | 13.22% | +26,642+138.8% | Added |
| Little House Capital LLC | 45,821 | $17.2M | 4.73% | −1,568−3.3% | Reduced |
| Silverlake Wealth Management LLC | 45,755 | $17.2M | 6.59% | −1,132−2.4% | Reduced |
| PDS Planning, Inc | 45,630 | $17.1M | 1.44% | +3,888+9.3% | Added |
| Strategic Planning Group, LLC | 45,544 | $17.1M | 3.35% | +5,952+15.0% | Added |
| Moloney Securities Asset Management, LLC | 45,533 | $17.1M | 2.31% | −4,752−9.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 45,411 | $17.0M | 4.01% | −585−1.3% | Reduced |
| McDonald Partners LLC | 45,284 | $17.0M | 4.43% | −664−1.4% | Reduced |
| Ethos Financial Group, LLC | 41,902 | $17.0M | 1.62% | +28,591+214.8% | Added |
| Moss Adams Wealth Advisors LLC | 45,074 | $16.9M | 1.78% | +1,612+3.7% | Added |
| Burke & Herbert Bank & Trust Co | 45,072 | $16.9M | 4.07% | −1,100−2.4% | Reduced |
| Allred Capital Management, LLC | 45,031 | $16.9M | 6.76% | −581−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,020 | $16.9M | 0.28% | +45,020 | New |
| Versant Capital Management, Inc | 44,839 | $16.8M | 2.82% | +9,634+27.4% | Added |
| Valley National Advisers Inc | 44,831 | $16.8M | 3.04% | +1,536+3.5% | Added |
| Providence Capital Advisors, LLC | 44,808 | $16.8M | 3.50% | +397+0.9% | Added |
| Portside Wealth Group, LLC | 44,787 | $16.8M | 2.75% | +1,056+2.4% | Added |
| Isthmus Partners, LLC | 44,771 | $16.8M | 2.10% | −80.0% | Reduced |
| My Personal CFO, LLC | 44,710 | $16.8M | 8.45% | +1,706+4.0% | Added |
| Oxford Financial Group Ltd | 44,710 | $16.8M | 1.18% | −2,603−5.5% | Reduced |
| Kinetic Partners Management, LP | 44,705 | $16.8M | 1.20% | −163,400−78.5% | Reduced |
| McCollum Christoferson Group LLC | 44,661 | $16.8M | 5.12% | −199−0.4% | Reduced |
| J. W. Coons Advisors, LLC | 44,650 | $16.8M | 4.42% | −200−0.4% | Reduced |
| Anabranch Capital Management, LP | 44,626 | $16.8M | 10.84% | −17,322−28.0% | Reduced |
| Hound Partners, LLC | 44,532 | $16.7M | 3.32% | −16,162−26.6% | Reduced |
| Brady Family Wealth, LLC | 44,461 | $16.7M | 5.34% | −463−1.0% | Reduced |
| Lattice Capital Management, LLC | 44,408 | $16.7M | 17.32% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 44,280 | $16.6M | 3.07% | −128−0.3% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 44,241 | $16.6M | 9.81% | +200+0.5% | Added |
| WESPAC Advisors SoCal, LLC | 44,130 | $16.6M | 4.32% | −6,561−12.9% | Reduced |
| Savoie Capital LLC | 39,253 | $16.5M | 1.97% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 44,070 | $16.5M | 1.02% | −210−0.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 44,041 | $16.5M | 1.34% | −640−1.4% | Reduced |
| Leeward Financial Partners, LLC | 44,027 | $16.5M | 6.17% | +2,089+5.0% | Added |
| Portfolio Design Labs, LLC | 44,007 | $16.5M | 3.41% | −7,121−13.9% | Reduced |
| Oakworth Capital, Inc. | 43,971 | $16.5M | 1.15% | −3,404−7.2% | Reduced |
| Evelyn Partners Asset Management Ltd | 43,960 | $16.5M | 4.60% | −3,866−8.1% | Reduced |
| Sage Capital Advisors,llc | 43,940 | $16.5M | 4.32% | +1,802+4.3% | Added |
| Quantum Private Wealth, LLC | 43,927 | $16.5M | 6.24% | −2,465−5.3% | Reduced |
| Oak Grove Capital LLC | 43,915 | $16.5M | 3.93% | +1,518+3.6% | Added |
| SS&H Financial Advisors, Inc. | 43,870 | $16.5M | 6.14% | −916−2.0% | Reduced |
| TigerOak Management, L.L.C. | 43,809 | $16.4M | 6.35% | −387−0.9% | Reduced |
| STF Management LP | 43,663 | $16.4M | 7.87% | +363+0.8% | Added |
| Bourgeon Capital Management LLC | 43,654 | $16.4M | 3.53% | −11,194−20.4% | Reduced |
| Mirabaud Asset Management Ltd | 43,177 | $16.4M | 8.55% | +1,253+3.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 43,548 | $16.3M | 2.83% | −30−0.1% | Reduced |
| Beach Investment Counsel Inc | 43,398 | $16.3M | 2.40% | −3,302−7.1% | Reduced |
| Physicians Financial Services, Inc. | 43,311 | $16.3M | 5.29% | +465+1.1% | Added |
| M. Kulyk & Associates, LLC | 43,304 | $16.3M | 3.72% | +1,974+4.8% | Added |
| Continuum Advisory, LLC | 43,275 | $16.2M | 2.09% | −548−1.3% | Reduced |
| Edgestream Partners, L.P. | 43,198 | $16.2M | 0.55% | −11,544−21.1% | Reduced |
| First Interstate Bank | 43,192 | $16.2M | 0.97% | −1,573−3.5% | Reduced |
| Patten Group, Inc. | 43,162 | $16.2M | 3.71% | −1,064−2.4% | Reduced |
| Snider Financial Group | 43,046 | $16.2M | 5.25% | −1,263−2.9% | Reduced |
| Bluegrass Capital Partners LP | 43,000 | $16.1M | 13.84% | +9,000+26.5% | Added |
| Chapin Davis, Inc. | 42,949 | $16.1M | 5.50% | +1,863+4.5% | Added |
| Baugh & Associates, LLC | 44,111 | $16.1M | 8.15% | +81+0.2% | Added |