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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Northstar Asset Management Inc | 42,872 | $16.1M | 4.76% | −4,470−9.4% | Reduced |
| Banque de Luxembourg S.A. | 42,798 | $16.1M | 9.19% | −1,313−3.0% | Reduced |
| GeoWealth Management, LLC | 42,710 | $16.0M | 0.64% | −12,539−22.7% | Reduced |
| Financial Advisory Service, Inc. | 42,708 | $16.0M | 1.31% | +1,059+2.5% | Added |
| JCIC Asset Management Inc. | 42,655 | $16.0M | 6.69% | −484−1.1% | Reduced |
| Walleye Capital LLC | 42,654 | $16.0M | 0.18% | −26,579−38.4% | Reduced |
| Manchester Capital Management LLC | 42,634 | $16.0M | 1.97% | +1,034+2.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 42,633 | $16.0M | 1.49% | +2,287+5.7% | Added |
| Great Lakes Retirement, Inc. | 42,586 | $16.0M | 2.09% | +1,412+3.4% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 42,577 | $16.0M | 15.44% | +27,156+176.1% | Added |
| Financial Partners Group, Inc | 42,533 | $16.0M | 2.46% | +254+0.6% | Added |
| Boyar Asset Management Inc. | 42,527 | $16.0M | 11.58% | −2,807−6.2% | Reduced |
| Mayflower Financial Advisors, LLC | 42,493 | $16.0M | 2.43% | −300−0.7% | Reduced |
| Wealth Alliance | 42,436 | $15.9M | 1.93% | +2,064+5.1% | Added |
| Motley Fool Wealth Management, LLC | 42,422 | $15.9M | 0.94% | −4,960−10.5% | Reduced |
| Hoertkorn Richard Charles | 42,330 | $15.9M | 7.35% | −977−2.3% | Reduced |
| Berkshire Bank | 42,326 | $15.9M | 3.87% | −1,267−2.9% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 42,303 | $15.9M | 3.07% | −6,500−13.3% | Reduced |
| Alta Fox Capital Management, LLC | 42,300 | $15.9M | 6.29% | −19,500−31.6% | Reduced |
| BloombergSen Inc. | 42,300 | $15.9M | 1.37% | +42,300 | New |
| Boston Research & Management Inc | 42,224 | $15.9M | 3.88% | +89+0.2% | Added |
| Whitener Capital Management, Inc. | 42,150 | $15.8M | 4.48% | +200.0% | Added |
| Rodgers Brothers Inc. | 42,149 | $15.8M | 2.11% | −58−0.1% | Reduced |
| Catalyst Financial Partners LLC | 42,028 | $15.8M | 2.90% | +1,183+2.9% | Added |
| Goldstream Capital Management Ltd | 42,024 | $15.8M | 10.60% | −17,708−29.6% | Reduced |
| Fox Hill Wealth Management | 42,018 | $15.8M | 9.31% | +804+2.0% | Added |
| Keebeck Wealth Management, LLC | 41,982 | $15.8M | 2.33% | −847−2.0% | Reduced |
| Accent Capital Management, LLC | 41,965 | $15.8M | 9.16% | −410−1.0% | Reduced |
| Timber Creek Capital Management LLC | 41,960 | $15.8M | 4.20% | +2,419+6.1% | Added |
| one8zero8, LLC | 41,847 | $15.7M | 3.71% | +401+1.0% | Added |
| IFG Advisory, LLC | 41,786 | $15.7M | 0.87% | +4,509+12.1% | Added |
| Winch Advisory Services, LLC | 41,783 | $15.7M | 4.15% | −224−0.5% | Reduced |
| Capital & Planning, LLC | 41,774 | $15.7M | 11.64% | +688+1.7% | Added |
| Paragon Capital Management LLC | 41,761 | $15.7M | 8.97% | −2,037−4.7% | Reduced |
| Lake Street Financial LLC | 41,753 | $15.7M | 2.55% | +1,414+3.5% | Added |
| CRA Financial Services, LLC | 41,658 | $15.6M | 2.68% | +484+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 41,523 | $15.6M | 1.34% | −805−1.9% | Reduced |
| Roberts Glore & Co Inc | 41,501 | $15.6M | 4.75% | −193−0.5% | Reduced |
| Romano Brothers and Company | 41,372 | $15.5M | 2.01% | −622−1.5% | Reduced |
| Harbor Island Capital LLC | 41,264 | $15.5M | 7.67% | −822−2.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 41,258 | $15.5M | 2.04% | +319+0.8% | Added |
| Davidson Trust Co | 41,244 | $15.5M | 7.38% | +1,926+4.9% | Added |
| Harold Davidson & Associates Inc. | 41,190 | $15.5M | 8.44% | −1,601−3.7% | Reduced |
| Live Oak Private Wealth LLC | 41,157 | $15.5M | 2.50% | −409−1.0% | Reduced |
| Berger Financial Group, Inc | 41,110 | $15.4M | 1.07% | −16,432−28.6% | Reduced |
| Litman Gregory Asset Management LLC | 41,071 | $15.4M | 1.32% | +130.0% | Added |
| Morton Capital Management LLC | 41,053 | $15.4M | 2.98% | −385−0.9% | Reduced |
| National Philanthropic Trust | 41,031 | $15.4M | 0.25% | −954−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 40,998 | $15.4M | 2.56% | −72−0.2% | Reduced |
| Iowa State Bank | 40,937 | $15.4M | 3.26% | +309+0.8% | Added |
| Legacy Trust | 40,933 | $15.4M | 3.70% | +53+0.1% | Added |
| Avantax Planning Partners, Inc. | 40,883 | $15.3M | 0.54% | −3,831−8.6% | Reduced |
| Trustmark National Bank Trust Department | 40,877 | $15.3M | 1.14% | +700+1.7% | Added |
| Thames Capital Management LLC | 40,843 | $15.3M | 5.89% | 00.0% | Unchanged |
| Wills Financial Group LLC | 40,835 | $15.3M | 6.80% | +40,835 | New |
| Stonebrook Private Inc. | 40,819 | $15.3M | 3.98% | +1,012+2.5% | Added |
| CFO4Life Group, LLC | 40,813 | $15.3M | 2.58% | +104+0.3% | Added |
| Union Heritage Capital, LLC | 40,696 | $15.3M | 5.69% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 40,668 | $15.3M | 1.79% | +3,541+9.5% | Added |
| Wright Investors Service Inc | 40,647 | $15.3M | 5.04% | +2,219+5.8% | Added |
| Bonness Enterprises Inc | 40,600 | $15.2M | 4.97% | −200−0.5% | Reduced |
| Hamilton Capital Partners, LLC | 40,589 | $15.2M | 9.65% | +13,940+52.3% | Added |
| Montag & Caldwell, LLC | 40,568 | $15.2M | 3.53% | −14,911−26.9% | Reduced |
| Impact Asset Management GmbH | 40,561 | $15.2M | 5.97% | −9,580−19.1% | Reduced |
| Concord Wealth Partners | 40,468 | $15.2M | 2.49% | −3,367−7.7% | Reduced |
| Brown Miller Wealth Management, LLC | 40,468 | $15.2M | 5.26% | +2,229+5.8% | Added |
| Westover Capital Advisors, LLC | 40,461 | $15.2M | 3.37% | −253−0.6% | Reduced |
| MSA Advisors, LLC | 40,440 | $15.2M | 3.89% | +2,540+6.7% | Added |
| LM Advisors LLC | 40,432 | $15.2M | 2.73% | +3,728+10.2% | Added |
| Pennant Select, LLC | 40,400 | $15.2M | 11.80% | +20,000+98.0% | Added |
| Teamwork Financial Advisors, LLC | 40,394 | $15.2M | 2.09% | −35,250−46.6% | Reduced |
| World Equity Group, Inc. | 38,102 | $15.2M | 4.33% | −23,492−38.1% | Reduced |
| CoreCap Advisors, LLC | 40,362 | $15.2M | 0.67% | +1,124+2.9% | Added |
| Jackson Hole Capital Partners, LLC | 40,237 | $15.1M | 3.00% | −615−1.5% | Reduced |
| L & S Advisors Inc | 40,207 | $15.1M | 1.86% | −9,913−19.8% | Reduced |
| Greater Midwest Financial Group, LLC | 40,184 | $15.1M | 10.51% | +763+1.9% | Added |
| BW Gestao de Investimentos Ltda. | 40,106 | $15.1M | 1.70% | −2,146−5.1% | Reduced |
| Nilsine Partners, LLC | 40,087 | $15.0M | 1.65% | +417+1.1% | Added |
| Bill Few Associates, Inc. | 40,060 | $15.0M | 5.37% | +78+0.2% | Added |
| Alight Capital Management LP | 40,000 | $15.0M | 7.92% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 39,943 | $15.0M | 5.29% | −1,234−3.0% | Reduced |
| Udine Wealth Management, Inc. | 39,941 | $15.0M | 10.03% | +1,926+5.1% | Added |
| Aviance Capital Partners, LLC | 39,718 | $14.9M | 2.10% | +488+1.2% | Added |
| Cache Advisors, LLC | 39,698 | $14.9M | 5.72% | +5,893+17.4% | Added |
| Twin Tree Management, LP | 39,691 | $14.9M | 0.33% | −68,072−63.2% | Reduced |
| Tradewinds, LLC. | 39,678 | $14.9M | 4.20% | −365−0.9% | Reduced |
| Investment Advisory Services Inc | 39,655 | $14.9M | 5.38% | −5,368−11.9% | Reduced |
| Money Concepts Capital Corp | 39,582 | $14.9M | 1.11% | −30,838−43.8% | Reduced |
| Inlet Private Wealth, LLC | 39,495 | $14.8M | 3.85% | −175−0.4% | Reduced |
| Advisory Alpha, LLC | 39,472 | $14.8M | 0.50% | +4,119+11.7% | Added |
| Consolidated Portfolio Review Corp | 39,455 | $14.8M | 2.37% | +3,321+9.2% | Added |
| Quent Capital, LLC | 39,415 | $14.8M | 1.55% | −1,608−3.9% | Reduced |
| Stokes Capital Advisors, LLC | 39,384 | $14.8M | 3.76% | +982+2.6% | Added |
| Umpqua Bank | 39,340 | $14.8M | 5.11% | +920+2.4% | Added |
| Brookwood Investment Group LLC | 39,328 | $14.8M | 2.54% | +39,328 | New |
| Guardian Wealth Advisors, LLC | 39,323 | $14.8M | 1.18% | +1,053+2.8% | Added |
| Searle & Co. | 39,277 | $14.7M | 4.20% | +65+0.2% | Added |
| Jupiter Wealth Management LLC | 32,082 | $14.7M | 8.92% | −3,536−9.9% | Reduced |
| Grandview Asset Management LLC | 39,213 | $14.7M | 5.59% | −48−0.1% | Reduced |
| Richard C. Young & CO., LTD. | 39,154 | $14.7M | 1.58% | +1,188+3.1% | Added |