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 |
|---|---|---|---|---|---|
| Moser Wealth Advisors, LLC | 39,071 | $14.7M | 7.69% | −382−1.0% | Reduced |
| Codex Capital Asset Management L.L.C. | 39,000 | $14.7M | 6.91% | 00.0% | Unchanged |
| Nan Fung Trinity (HK) Ltd | 39,000 | $14.6M | 2.32% | +13,300+51.8% | Added |
| Intellus Advisors LLC | 38,949 | $14.6M | 2.55% | +812+2.1% | Added |
| Lincoln Capital LLC | 39,829 | $14.6M | 3.05% | +115+0.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 38,892 | $14.6M | 0.27% | +1,974+5.3% | Added |
| GPS Wealth Strategies Group, LLC | 38,845 | $14.6M | 1.97% | −16,481−29.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 38,885 | $14.6M | 0.19% | +9,439+32.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 38,815 | $14.6M | 1.95% | +2,635+7.3% | Added |
| NVWM, LLC | 38,772 | $14.6M | 3.87% | +758+2.0% | Added |
| Avidian Wealth Solutions, LLC | 38,766 | $14.6M | 0.65% | −745−1.9% | Reduced |
| Gibraltar Capital Management, Inc. | 38,730 | $14.5M | 3.14% | +8,780+29.3% | Added |
| 44 Wealth Management LLC | 38,717 | $14.5M | 5.45% | +1,892+5.1% | Added |
| Potrero Capital Research LLC | 38,694 | $14.5M | 7.14% | 00.0% | Unchanged |
| Brave Asset Management Inc | 38,647 | $14.5M | 4.56% | +82+0.2% | Added |
| Puzo Michael J | 38,619 | $14.5M | 4.15% | +421+1.1% | Added |
| Bedel Financial Consulting, Inc. | 33,421 | $14.5M | 2.08% | −507−1.5% | Reduced |
| Castellan Group, LLC | 38,567 | $14.5M | 4.05% | +18,203+89.4% | Added |
| Asset Dedication, LLC | 38,530 | $14.5M | 1.17% | −1,364−3.4% | Reduced |
| Roberts Wealth Advisors, LLC | 38,510 | $14.5M | 4.46% | +26+0.1% | Added |
| Ocean Capital Management, LLC | 38,506 | $14.5M | 3.44% | +1,120+3.0% | Added |
| Old Second National Bank of Aurora | 38,501 | $14.5M | 3.40% | −383−1.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 38,483 | $14.4M | 3.51% | +11,669+43.5% | Added |
| Torray LLC | 38,456 | $14.4M | 2.15% | −554−1.4% | Reduced |
| M Holdings Securities, Inc. | 38,356 | $14.4M | 2.40% | +2,601+7.3% | Added |
| Beutel, Goodman & Co Ltd. | 38,342 | $14.4M | 0.08% | +37,842+7,568.4% | Added |
| Golden State Equity Partners | 38,329 | $14.4M | 2.85% | −708−1.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,300 | $14.4M | 4.33% | +805+2.1% | Added |
| Dover Advisors, LLC | 38,294 | $14.4M | 6.26% | +5,961+18.4% | Added |
| Quantbot Technologies LP | 38,273 | $14.4M | 0.46% | +21,417+127.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 38,272 | $14.4M | 2.94% | +17,361+83.0% | Added |
| Grove Bank & Trust | 38,214 | $14.3M | 1.92% | +2,826+8.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 38,210 | $14.3M | 4.36% | −2,420−6.0% | Reduced |
| Alta Advisers Ltd | 38,194 | $14.3M | 6.10% | +13,470+54.5% | Added |
| Enterprise Bank & Trust Co | 38,169 | $14.3M | 5.53% | +724+1.9% | Added |
| Resonant Capital Advisors, LLC | 38,154 | $14.3M | 1.00% | +580+1.5% | Added |
| Texas Bank & Trust Co | 38,150 | $14.3M | 6.06% | −228−0.6% | Reduced |
| Shikiar Asset Management Inc | 38,096 | $14.3M | 4.27% | −681−1.8% | Reduced |
| 111 Capital | 38,028 | $14.3M | 2.76% | −2,748−6.7% | Reduced |
| Greystone Financial Group, LLC | 38,000 | $14.3M | 2.59% | +2,165+6.0% | Added |
| Argonautica Private Wealth Management, Inc | 37,998 | $14.3M | 4.90% | −223−0.6% | Reduced |
| Capital Investment Counsel, LLC | 37,933 | $14.2M | 2.36% | −178−0.5% | Reduced |
| Wall Street Access Asset Management, LLC | 37,897 | $14.2M | 5.67% | −2,424−6.0% | Reduced |
| Strategic Global Advisors, LLC | 37,891 | $14.2M | 2.82% | −1,230−3.1% | Reduced |
| BNC Wealth Management, LLC | 37,821 | $14.2M | 5.12% | +712+1.9% | Added |
| Tranquility Partners, LLC | 37,813 | $14.2M | 5.48% | +116+0.3% | Added |
| Apriem Advisors | 37,807 | $14.2M | 1.66% | −2,908−7.1% | Reduced |
| Kemnay Advisory Services Inc. | 37,807 | $14.2M | 2.67% | +10,658+39.3% | Added |
| SeaBridge Investment Advisors LLC | 37,805 | $14.2M | 3.07% | −4,060−9.7% | Reduced |
| Herold Advisors, Inc. | 37,757 | $14.2M | 3.11% | −347−0.9% | Reduced |
| First National Bank & Trust Co of Newtown | 37,714 | $14.2M | 2.98% | −310−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 37,539 | $14.1M | 4.80% | −1,128−2.9% | Reduced |
| Bell Bank | 37,535 | $14.1M | 0.76% | +2,244+6.4% | Added |
| Fischer Financial Services, Inc. | 37,505 | $14.1M | 4.54% | +718+2.0% | Added |
| Costello Asset Management, INC | 37,484 | $14.1M | 5.71% | +11,594+44.8% | Added |
| Accredited Investors Inc. | 37,467 | $14.1M | 0.87% | −117−0.3% | Reduced |
| Alaska Permanent Fund Corp | 35,576 | $14.1M | 0.20% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 37,432 | $14.1M | 1.79% | −1,500−3.9% | Reduced |
| Kapitalo Investimentos Ltda | 37,425 | $14.0M | 2.85% | +9,398+33.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,076 | $14.0M | 2.14% | +98+0.3% | Added |
| TLW Wealth Management, LLC | 37,355 | $14.0M | 8.42% | +391+1.1% | Added |
| Waterloo Capital, L.P. | 37,307 | $14.0M | 1.30% | +5,586+17.6% | Added |
| Advisor Resource Council | 47,411 | $14.0M | 1.13% | +47,411 | New |
| Hall Capital Management Co Inc | 37,283 | $14.0M | 6.48% | +1,437+4.0% | Added |
| Benedict Financial Advisors Inc | 37,282 | $14.0M | 3.24% | −1,199−3.1% | Reduced |
| Arrow Financial Corp | 37,272 | $14.0M | 1.56% | −20,519−35.5% | Reduced |
| Capital Investment Advisory Services, LLC | 37,129 | $13.9M | 1.25% | +972+2.7% | Added |
| Impact Capital Partners LLC | 37,081 | $13.9M | 5.04% | +507+1.4% | Added |
| NBW Capital LLC | 37,030 | $13.9M | 3.08% | −11,751−24.1% | Reduced |
| Plancorp, LLC | 36,974 | $13.9M | 0.55% | +2,409+7.0% | Added |
| Horan Capital Advisors, LLC. | 36,942 | $13.9M | 4.68% | +409+1.1% | Added |
| Royal Fund Management, LLC | 36,614 | $13.9M | 1.65% | −266−0.7% | Reduced |
| Central Bank & Trust Co | 36,900 | $13.9M | 2.31% | +1,366+3.8% | Added |
| Birinyi Associates Inc | 36,890 | $13.8M | 4.47% | −2,610−6.6% | Reduced |
| Strait & Sound Wealth Management LLC | 36,831 | $13.8M | 6.43% | +4,173+12.8% | Added |
| Simplex Trading, LLC | 36,777 | $13.8M | 0.49% | +34,181+1,316.7% | Added |
| Founders Financial Securities LLC | 35,217 | $13.8M | 1.17% | +5,104+16.9% | Added |
| HWG Holdings LP | 36,691 | $13.8M | 6.14% | −13,905−27.5% | Reduced |
| Heathbridge Capital Management Ltd. | 36,645 | $13.8M | 5.59% | −525−1.4% | Reduced |
| Ausdal Financial Partners, Inc. | 36,635 | $13.8M | 1.04% | +3,070+9.1% | Added |
| Rockbridge Capital Management LLC | 36,620 | $13.7M | 8.41% | −15,225−29.4% | Reduced |
| Trust Point Inc. | 36,597 | $13.7M | 1.25% | −14,151−27.9% | Reduced |
| DLK Investment Management, LLC | 36,571 | $13.7M | 5.75% | +778+2.2% | Added |
| Platform Technology Partners | 36,555 | $13.7M | 4.00% | −600−1.6% | Reduced |
| Selway Asset Management | 36,554 | $13.7M | 5.66% | −123−0.3% | Reduced |
| Huber Capital Management LLC | 36,543 | $13.7M | 2.58% | +6,000+19.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 36,437 | $13.7M | 2.83% | +159+0.4% | Added |
| Advisor OS, LLC | 36,431 | $13.7M | 1.56% | −2,439−6.3% | Reduced |
| Old Point Trust & Financial Services N A | 36,406 | $13.7M | 4.80% | −886−2.4% | Reduced |
| Round Rock Advisors, LLC | 36,387 | $13.7M | 2.53% | −289−0.8% | Reduced |
| Jackson Square Capital, LLC | 36,311 | $13.6M | 4.43% | −16,418−31.1% | Reduced |
| Amiral Gestion | 36,310 | $13.6M | 7.50% | +28,615+371.9% | Added |
| Gordian Capital Singapore Pte Ltd | 36,026 | $13.6M | 8.49% | −18,275−33.7% | Reduced |
| InvesTrust | 36,234 | $13.6M | 3.72% | −391−1.1% | Reduced |
| Lafayette Investments, Inc. | 36,173 | $13.6M | 2.87% | +418+1.2% | Added |
| Portland Global Advisors LLC | 36,172 | $13.6M | 1.71% | −498−1.4% | Reduced |
| Cornerstone Advisory, LLC | 31,331 | $13.6M | 1.58% | −969−3.0% | Reduced |
| Marshall & Sullivan Inc | 36,086 | $13.5M | 6.88% | −511−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 36,040 | $13.5M | 2.57% | +729+2.1% | Added |
| Pegasus Asset Management, Inc. | 36,013 | $13.5M | 5.41% | −282−0.8% | Reduced |