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 |
|---|---|---|---|---|---|
| Evexia Wealth LLC | 30,943 | $12.1M | 4.39% | +27+0.1% | Added |
| Once Capital Management, LLC | 32,100 | $12.1M | 5.50% | +2,300+7.7% | Added |
| Alpha Family Trust | 32,072 | $12.0M | 7.03% | +20.0% | Added |
| Northside Capital Management, LLC | 31,979 | $12.0M | 1.95% | −784−2.4% | Reduced |
| Quotient Wealth Partners, LLC | 31,978 | $12.0M | 0.38% | −1,198−3.6% | Reduced |
| Chatham Capital Group, Inc. | 31,931 | $12.0M | 2.00% | +435+1.4% | Added |
| Citizens & Northern Corp | 31,921 | $12.0M | 3.38% | −697−2.1% | Reduced |
| Paragon Private Wealth Management, LLC | 31,918 | $12.0M | 5.56% | +572+1.8% | Added |
| Carroll Investors, Inc | 31,847 | $12.0M | 7.97% | +200+0.6% | Added |
| Personal Cfo Solutions, LLC | 31,837 | $12.0M | 2.43% | +959+3.1% | Added |
| Caas Capital Management LP | 31,815 | $11.9M | 5.66% | +19,416+156.6% | Added |
| Boit C F David | 31,804 | $11.9M | 5.99% | 00.0% | Unchanged |
| Asio Capital, LLC | 31,791 | $11.9M | 2.31% | +751+2.4% | Added |
| Sonata Capital Group Inc | 31,766 | $11.9M | 5.19% | −368−1.1% | Reduced |
| Green Harvest Asset Management LLC | 31,741 | $11.9M | 0.28% | +10,493+49.4% | Added |
| Maestria Partners LLC | 31,650 | $11.9M | 5.02% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 31,564 | $11.8M | 1.05% | −9,840−23.8% | Reduced |
| Argentarii, LLC | 31,480 | $11.8M | 5.86% | +1,283+4.2% | Added |
| Midland Wealth Advisors LLC | 31,452 | $11.8M | 0.70% | −934−2.9% | Reduced |
| FWL Investment Management, LLC | 31,442 | $11.8M | 4.39% | −20−0.1% | Reduced |
| Parus Finance (UK) Ltd | 31,413 | $11.8M | 4.03% | −2,099−6.3% | Reduced |
| Kathmere Capital Management, LLC | 31,412 | $11.8M | 1.00% | +3,312+11.8% | Added |
| Oxler Private Wealth LLC | 31,393 | $11.8M | 4.14% | −30−0.1% | Reduced |
| Winthrop Advisory Group LLC | 31,388 | $11.8M | 1.42% | −5,439−14.8% | Reduced |
| FCG Investment Co | 31,382 | $11.8M | 7.40% | +564+1.8% | Added |
| Old Port Advisors | 31,334 | $11.8M | 3.49% | −1,003−3.1% | Reduced |
| Buckhead Capital Management LLC | 31,333 | $11.8M | 3.77% | −563−1.8% | Reduced |
| Reuter James Wealth Management, LLC | 31,282 | $11.7M | 2.04% | −649−2.0% | Reduced |
| CNB Bank | 31,235 | $11.7M | 5.94% | +1,013+3.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,223 | $11.7M | 8.62% | −185−0.6% | Reduced |
| MV Capital Management, Inc. | 31,218 | $11.7M | 1.26% | +2,238+7.7% | Added |
| Glassy Mountain Advisors, Inc. | 31,215 | $11.7M | 4.15% | −810−2.5% | Reduced |
| WealthShield Partners, LLC | 31,200 | $11.7M | 1.51% | +7,247+30.3% | Added |
| Enclave Advisors LLC | 31,150 | $11.7M | 2.00% | −8,241−20.9% | Reduced |
| Ayrshire Capital Management LLC | 31,101 | $11.7M | 5.65% | +1,906+6.5% | Added |
| Buck Wealth Strategies, LLC | 31,068 | $11.7M | 2.12% | +4,466+16.8% | Added |
| Northstar Asset Management LLC | 31,059 | $11.7M | 2.82% | +84+0.3% | Added |
| Crews Bank & Trust | 31,025 | $11.6M | 1.99% | −275−0.9% | Reduced |
| Virtue Capital Management, LLC | 31,074 | $11.6M | 1.36% | +10,259+49.3% | Added |
| Monument Capital Management | 30,932 | $11.6M | 3.57% | −489−1.6% | Reduced |
| Wimmer Associates 1, LLC | 25,817 | $11.6M | 6.12% | −1,038−3.9% | Reduced |
| Armstrong Advisory Group, Inc | 27,506 | $11.6M | 0.93% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 30,784 | $11.6M | 4.93% | +366+1.2% | Added |
| Dark Forest Capital Management LP | 30,699 | $11.5M | 0.53% | +30,042+4,572.6% | Added |
| MCF Advisors LLC | 30,693 | $11.5M | 0.83% | −714−2.3% | Reduced |
| White Pine Capital LLC | 30,642 | $11.5M | 3.98% | +300+1.0% | Added |
| Connable Office Inc | 30,582 | $11.5M | 1.22% | −5,191−14.5% | Reduced |
| MidWestOne Financial Group, Inc. | 30,581 | $11.5M | 1.63% | −246−0.8% | Reduced |
| Financial Security Advisor, Inc. | 30,560 | $11.5M | 2.91% | +555+1.8% | Added |
| TFG Advisers LLC | 30,533 | $11.5M | 4.16% | −153−0.5% | Reduced |
| LVW Advisors, LLC | 30,449 | $11.4M | 1.38% | +1,098+3.7% | Added |
| Klingman & Associates, LLC | 30,257 | $11.4M | 0.70% | +1,382+4.8% | Added |
| Telos Capital Management, Inc. | 30,240 | $11.4M | 1.24% | −952−3.1% | Reduced |
| Stonebridge Financial Group, LLC | 30,185 | $11.3M | 1.21% | −683−2.2% | Reduced |
| Roman Butler Fullerton & Co | 29,376 | $11.3M | 4.40% | −1,665−5.4% | Reduced |
| Fort Point Capital Partners LLC | 30,163 | $11.3M | 1.27% | −1,956−6.1% | Reduced |
| Delta Financial Advisors LLC | 30,134 | $11.3M | 4.25% | −206−0.7% | Reduced |
| Drexel Morgan & Co. | 30,129 | $11.3M | 2.37% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 30,107 | $11.3M | 3.31% | −486−1.6% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 30,040 | $11.3M | 0.11% | −721−2.3% | Reduced |
| Corecam Pte. Ltd. | 30,010 | $11.3M | 6.18% | +12,410+70.5% | Added |
| General Pension Society PZU Joint Stock Co | 30,000 | $11.3M | 3.77% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $11.3M | 2.65% | 00.0% | Unchanged |
| Consolidated Planning Corp | 29,940 | $11.2M | 1.55% | −11,603−27.9% | Reduced |
| Quadcap Wealth Management, LLC | 29,929 | $11.2M | 1.63% | +20+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 29,904 | $11.2M | 3.25% | +76+0.3% | Added |
| WealthTrust Axiom LLC | 29,903 | $11.2M | 3.42% | −590−1.9% | Reduced |
| Essex Savings Bank | 29,900 | $11.2M | 2.76% | +1,316+4.6% | Added |
| Seizert Capital Partners, LLC | 29,885 | $11.2M | 0.51% | −202−0.7% | Reduced |
| Westwood Wealth Management | 29,879 | $11.2M | 4.84% | +685+2.3% | Added |
| Okabena Investment Services Inc | 29,879 | $11.2M | 2.82% | +2,812+10.4% | Added |
| Magnus Financial Group LLC | 29,875 | $11.2M | 1.09% | −112−0.4% | Reduced |
| Wynn Capital, LLC | 29,788 | $11.2M | 6.64% | +17,630+145.0% | Added |
| Dumont & Blake Investment Advisors LLC | 29,781 | $11.2M | 3.13% | −214−0.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 29,770 | $11.2M | 9.38% | −101−0.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 29,749 | $11.2M | 5.27% | +6,018+25.4% | Added |
| Optas, LLC | 29,738 | $11.2M | 1.94% | −1,142−3.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 29,702 | $11.1M | 2.71% | −6,656−18.3% | Reduced |
| Chapman Investment Management, LLC | 29,645 | $11.1M | 8.31% | −39−0.1% | Reduced |
| Finer Wealth Management, Inc. | 29,636 | $11.1M | 6.67% | +174+0.6% | Added |
| Castle Rock Wealth Management, LLC | 29,152 | $11.1M | 3.00% | −3,538−10.8% | Reduced |
| True North Advisors, LLC | 29,590 | $11.1M | 1.97% | −2,056−6.5% | Reduced |
| Orca Investment Management, LLC | 29,576 | $11.1M | 11.10% | −135−0.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 29,553 | $11.1M | 3.03% | −806−2.7% | Reduced |
| Clear Creek Financial Management, LLC | 29,546 | $11.1M | 1.15% | +1,230+4.3% | Added |
| RWM Asset Management, LLC | 29,536 | $11.1M | 1.76% | +1,434+5.1% | Added |
| Glass Wealth Management Co LLC | 29,427 | $11.0M | 6.63% | −700−2.3% | Reduced |
| RDA Financial Network | 29,322 | $11.0M | 3.28% | +1,121+4.0% | Added |
| AIMZ Investment Advisors, LLC | 29,321 | $11.0M | 3.84% | +511+1.8% | Added |
| Garrett Investment Advisors LLC | 29,274 | $11.0M | 1.08% | −1,470−4.8% | Reduced |
| Ellevest, Inc. | 29,231 | $11.0M | 0.73% | −2,471−7.8% | Reduced |
| Atlas Wealth LLC | 29,200 | $11.0M | 4.27% | +531+1.9% | Added |
| Slagle Financial, LLC | 29,141 | $10.9M | 4.86% | +744+2.6% | Added |
| SPC Financial, Inc. | 29,114 | $10.9M | 0.96% | +100+0.3% | Added |
| Cambridge Advisors Inc. | 29,080 | $10.9M | 2.39% | +30.0% | Added |
| Harbour Capital Advisors, LLC | 29,245 | $10.9M | 2.70% | −500−1.7% | Reduced |
| Nicolet Bankshares Inc | 29,038 | $10.9M | 2.19% | −1,783−5.8% | Reduced |
| Capital Market Strategies LLC | 29,033 | $10.9M | 7.27% | −2,153−6.9% | Reduced |
| Wrapmanager Inc | 29,029 | $10.9M | 2.86% | −140.0% | Reduced |
| Callan Capital, LLC | 28,998 | $10.9M | 0.81% | −18−0.1% | Reduced |