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 |
|---|---|---|---|---|---|
| Sovran Advisors, LLC | 36,610 | $13.5M | 1.75% | +12,254+50.3% | Added |
| Bellwether Advisors, LLC | 35,823 | $13.4M | 2.81% | −11,529−24.3% | Reduced |
| Ervin Investment Management, LLC | 35,703 | $13.4M | 9.04% | +92+0.3% | Added |
| Citizens National Bank Trust Department | 35,690 | $13.4M | 2.86% | +625+1.8% | Added |
| Strategic Investment Advisors | 35,679 | $13.4M | 1.42% | +458+1.3% | Added |
| FACT Capital, LP | 35,649 | $13.4M | 6.36% | 00.0% | Unchanged |
| Apollon Financial, LLC | 35,616 | $13.4M | 3.14% | +670+1.9% | Added |
| Aries Wealth Management | 35,570 | $13.4M | 3.63% | +865+2.5% | Added |
| Broadwater Capital Management LLC | 35,549 | $13.3M | 10.44% | −530−1.5% | Reduced |
| Palo DS Manager LLC | 35,543 | $13.3M | 6.43% | +8,101+29.5% | Added |
| North Point Portfolio Managers Corp | 35,494 | $13.3M | 2.34% | +30,265+578.8% | Added |
| Vishria Bird Financial Group, LLC | 35,492 | $13.3M | 4.53% | −597−1.7% | Reduced |
| McGinn Investment Management, Inc. | 35,479 | $13.3M | 8.72% | −293−0.8% | Reduced |
| Tradition Wealth Management, LLC | 35,415 | $13.3M | 1.17% | +291+0.8% | Added |
| American Trust | 35,301 | $13.3M | 3.27% | −6,620−15.8% | Reduced |
| Cove Private Wealth, LLC | 35,294 | $13.2M | 6.97% | +5,325+17.8% | Added |
| Biltmore Family Office, LLC | 35,267 | $13.2M | 2.26% | +2,240+6.8% | Added |
| CV Advisors LLC | 35,273 | $13.2M | 4.65% | +2,092+6.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 35,206 | $13.2M | 1.34% | +3,824+12.2% | Added |
| Westmount Partners, LLC | 35,200 | $13.2M | 4.03% | −1,265−3.5% | Reduced |
| In-Depth Partners, LLC | 35,169 | $13.2M | 15.15% | +4,550+14.9% | Added |
| Consolidated Capital Management, LLC | 35,140 | $13.2M | 5.48% | +991+2.9% | Added |
| Punch & Associates Investment Management, Inc. | 35,103 | $13.2M | 0.86% | −667−1.9% | Reduced |
| Humankind Investments LLC | 35,002 | $13.1M | 3.41% | +193+0.6% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $13.1M | 5.50% | 00.0% | Unchanged |
| Kidder Stephen W | 35,000 | $13.1M | 4.10% | −270−0.8% | Reduced |
| Northwest Bancshares, Inc. | 34,976 | $13.1M | 2.41% | −371−1.0% | Reduced |
| First Bank & Trust | 34,968 | $13.1M | 2.54% | +20+0.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 34,965 | $13.1M | 4.91% | −368−1.0% | Reduced |
| Harrell Investment Partners, LLC | 34,888 | $13.1M | 3.88% | +107+0.3% | Added |
| SOA Wealth Advisors, LLC. | 126,800 | $13.1M | 2.73% | +85,048+203.7% | Added |
| TFR Capital, LLC. | 34,765 | $13.1M | 5.43% | +5,126+17.3% | Added |
| L2 Asset Management, LLC | 34,764 | $13.1M | 2.68% | +3,484+11.1% | Added |
| Raab & Moskowitz Asset Management LLC | 34,672 | $13.0M | 3.27% | −1,238−3.4% | Reduced |
| Bank of New Hampshire | 34,668 | $13.0M | 3.41% | −537−1.5% | Reduced |
| Nicholas Investment Partners, LP | 34,666 | $13.0M | 1.34% | −5,229−13.1% | Reduced |
| Abbot Financial Management, Inc. | 34,529 | $13.0M | 6.72% | −315−0.9% | Reduced |
| Patton Albertson Miller Group, LLC | 34,527 | $13.0M | 1.92% | +6,086+21.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 34,507 | $13.0M | 3.17% | +3,542+11.4% | Added |
| Cadinha & Co LLC | 34,479 | $12.9M | 2.78% | −19,045−35.6% | Reduced |
| Zullo Investment Group, Inc. | 34,444 | $12.9M | 5.54% | −109−0.3% | Reduced |
| TRUE Private Wealth Advisors | 34,427 | $12.9M | 1.57% | −297−0.9% | Reduced |
| Northwest Capital Management Inc | 34,394 | $12.9M | 5.31% | −1,274−3.6% | Reduced |
| TCI Wealth Advisors, Inc. | 34,387 | $12.9M | 1.03% | −509−1.5% | Reduced |
| Lummis Asset Management, LP | 33,456 | $12.9M | 8.96% | +20,694+162.2% | Added |
| Ravenstone Capital Management Inc. | 34,355 | $12.9M | 7.50% | +823+2.5% | Added |
| Atlas Capital Advisors LLC | 34,340 | $12.9M | 1.61% | −22,511−39.6% | Reduced |
| Gifford Fong Associates | 34,302 | $12.9M | 3.20% | 00.0% | Unchanged |
| GCQ Funds Management Pty Ltd | 34,282 | $12.9M | 3.16% | +34,282 | New |
| Hennion & Walsh Asset Management, Inc. | 34,249 | $12.9M | 0.57% | +1,154+3.5% | Added |
| Legacy Financial Advisors, Inc. | 34,238 | $12.9M | 2.15% | −1,117−3.2% | Reduced |
| LMG Wealth Partners, LLC | 34,181 | $12.8M | 2.86% | −28−0.1% | Reduced |
| Bearing Point Capital, LLC | 34,097 | $12.8M | 2.72% | +139+0.4% | Added |
| Advanced Asset Management Advisors Inc | 34,050 | $12.8M | 3.51% | +50.0% | Added |
| Somerset Trust Co | 33,991 | $12.8M | 4.54% | +1,284+3.9% | Added |
| Banco BTG Pactual S.A. | 33,878 | $12.7M | 3.17% | −6,280−15.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33,873 | $12.7M | 1.91% | +943+2.9% | Added |
| DCM Advisors, LLC | 34,333 | $12.7M | 6.78% | −5,928−14.7% | Reduced |
| Ashton Thomas Securities, LLC | 32,895 | $12.7M | 3.53% | −192−0.6% | Reduced |
| Perennial Investment Advisors, LLC | 33,798 | $12.7M | 1.43% | +2,594+8.3% | Added |
| Parker Investment Management, LLC | 33,783 | $12.7M | 2.27% | −516−1.5% | Reduced |
| Brentview Investment Management LLC | 33,738 | $12.7M | 6.74% | +1,470+4.6% | Added |
| Miller Investment Management, LP | 33,668 | $12.6M | 1.40% | −262−0.8% | Reduced |
| Hollow Brook Wealth Management LLC | 33,563 | $12.6M | 3.72% | −843−2.5% | Reduced |
| Strong Tower Advisory Services | 35,195 | $12.6M | 3.10% | +3,463+10.9% | Added |
| Founders Financial Alliance, LLC | 33,524 | $12.6M | 3.05% | +2,102+6.7% | Added |
| Garrison Point Advisors, LLC | 33,517 | $12.6M | 6.10% | −219−0.6% | Reduced |
| Affinity Wealth Management LLC | 33,496 | $12.6M | 2.33% | +208+0.6% | Added |
| ICONIQ Capital, LLC | 33,432 | $12.6M | 0.22% | +1,995+6.3% | Added |
| Financial Network Wealth Management LLC | 33,428 | $12.5M | 4.43% | −223−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 33,368 | $12.5M | 0.17% | +14,372+75.7% | Added |
| NatWest Group plc | 33,213 | $12.5M | 3.68% | +1,656+5.2% | Added |
| Bradyco, Inc. | 33,131 | $12.4M | 9.44% | −1,810−5.2% | Reduced |
| Financial Perspectives, Inc | 33,110 | $12.4M | 4.26% | −427−1.3% | Reduced |
| 1248 Management, LLC | 33,113 | $12.4M | 5.31% | +24+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 33,004 | $12.4M | 3.01% | +2,573+8.5% | Added |
| Baldwin Investment Management, LLC | 32,970 | $12.4M | 1.49% | +2,240+7.3% | Added |
| Mirador Capital Partners LP | 32,899 | $12.3M | 2.16% | +1,385+4.4% | Added |
| Builder Investment Group Inc | 32,887 | $12.3M | 3.51% | −20−0.1% | Reduced |
| Legacy Edge Advisors, LLC | 32,882 | $12.3M | 1.93% | +185+0.6% | Added |
| Birch Capital Management, LLC | 32,776 | $12.3M | 6.40% | −687−2.1% | Reduced |
| Dudley Capital Management, LLC | 32,758 | $12.3M | 6.55% | −328−1.0% | Reduced |
| BankPlus Trust Department | 32,754 | $12.3M | 4.10% | −131−0.4% | Reduced |
| Carnegie Lake Advisors LLC | 32,614 | $12.2M | 4.97% | −510−1.5% | Reduced |
| Artemis Wealth Advisors, LLC | 32,605 | $12.2M | 2.57% | −8,991−21.6% | Reduced |
| Armis Advisers, LLC | 31,851 | $12.2M | 1.14% | +13,364+72.3% | Added |
| Chronos Wealth Management, LLC | 32,581 | $12.2M | 6.56% | −303−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 32,565 | $12.2M | 2.48% | −2,933−8.3% | Reduced |
| Marks Group Wealth Management, Inc | 32,510 | $12.2M | 1.17% | +451+1.4% | Added |
| KPP Advisory Services LLC | 32,461 | $12.2M | 2.32% | +4,948+18.0% | Added |
| Ignite Planners, LLC | 28,644 | $12.2M | 2.39% | +4,262+17.5% | Added |
| Stanley-Laman Group, Ltd. | 32,391 | $12.2M | 1.87% | −403−1.2% | Reduced |
| Hudson Value Partners, LLC | 32,390 | $12.2M | 4.57% | −1,664−4.9% | Reduced |
| Gladius Capital Management LP | 32,359 | $12.1M | 11.98% | −20,209−38.4% | Reduced |
| John G Ullman & Associates Inc | 32,290 | $12.1M | 1.87% | +309+1.0% | Added |
| GKV Capital Management Co., Inc. | 32,252 | $12.1M | 6.01% | −8,484−20.8% | Reduced |
| Tyche Wealth Partners LLC | 32,250 | $12.1M | 2.62% | −124−0.4% | Reduced |
| Sone Capital Management, LLC | 32,245 | $12.1M | 1.25% | +26,039+419.6% | Added |
| Muhlenkamp & Co Inc | 32,241 | $12.1M | 3.96% | +203+0.6% | Added |
| Shorepoint Capital Partners LLC | 32,218 | $12.1M | 2.74% | +772+2.5% | Added |