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; 6,248 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 384,448 | $144.3M | 1.82% | −26,630−6.5% | Reduced |
| RMB Capital Management, LLC | 379,937 | $142.6M | 3.52% | +16,636+4.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 376,706 | $141.4M | 4.60% | +1,886+0.5% | Added |
| James Hambro & Partners | 377,153 | $141.4M | 5.90% | +11,653+3.2% | Added |
| E Fund Management Co., Ltd. | 373,874 | $140.3M | 6.70% | +45,275+13.8% | Added |
| Allworth Financial LP | 358,572 | $138.9M | 0.78% | +19,929+5.9% | Added |
| Miracle Mile Advisors, LLC | 369,773 | $138.8M | 2.78% | +895+0.2% | Added |
| Synovus Financial Corp | 365,275 | $137.1M | 1.78% | −28,613−7.3% | Reduced |
| Bamco Inc | 364,015 | $136.6M | 0.40% | −212,226−36.8% | Reduced |
| Seilern Investment Management Ltd | 363,755 | $136.5M | 8.93% | −49,703−12.0% | Reduced |
| Becker Capital Management Inc | 362,463 | $136.1M | 4.48% | −1,313−0.4% | Reduced |
| Kensico Capital Management Corp | 361,600 | $135.7M | 3.06% | −128,100−26.2% | Reduced |
| Tower Research Capital LLC (TRC) | 347,973 | $135.3M | 4.03% | −219,421−38.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 359,834 | $135.1M | 3.97% | +71,713+24.9% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 359,000 | $134.8M | 5.35% | +359,000 | New |
| Vinva Investment Management Ltd | 352,702 | $133.6M | 5.45% | +20,294+6.1% | Added |
| Mirabella Financial Services LLP | 353,968 | $133.3M | 5.44% | +250,516+242.2% | Added |
| Lockheed Martin Investment Management Co | 352,660 | $132.4M | 5.39% | −115,010−24.6% | Reduced |
| Stock Yards Bank & Trust Co | 349,860 | $131.3M | 4.68% | −2,618−0.7% | Reduced |
| Maryland State Retirement & Pension System | 348,602 | $130.9M | 3.11% | −53,363−13.3% | Reduced |
| Renaissance Technologies LLC | 348,522 | $130.8M | 0.20% | +346,139+14,525.3% | Added |
| DF Dent & Co Inc | 347,687 | $130.5M | 1.74% | −7,073−2.0% | Reduced |
| New Mexico Educational Retirement Board | 347,447 | $130.4M | 4.68% | −6,900−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 344,667 | $129.4M | 2.16% | +19,032+5.8% | Added |
| Clarius Group, LLC | 343,213 | $128.8M | 8.09% | +29,930+9.6% | Added |
| TCTC Holdings, LLC | 342,084 | $128.4M | 4.52% | −784−0.2% | Reduced |
| Apollon Wealth Management, LLC | 341,242 | $128.1M | 2.82% | +55,947+19.6% | Added |
| Stephens Inc | 339,917 | $127.6M | 1.87% | +4,113+1.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 276,405 | $127.2M | 6.90% | +276,405 | New |
| Munro Partners | 338,818 | $127.2M | 6.04% | −28,865−7.9% | Reduced |
| Elite Wealth Management, Inc. | 338,701 | $127.1M | 36.57% | +21,355+6.7% | Added |
| Alberta Investment Management Corp | 337,636 | $126.7M | 0.87% | +107,601+46.8% | Added |
| Harvest Fund Management Co., Ltd | 337,824 | $126.6M | 6.28% | +6,550+2.0% | Added |
| Exchange Traded Concepts, LLC | 334,137 | $125.4M | 2.24% | −26,337−7.3% | Reduced |
| Nearwater Capital Markets, Ltd | 333,775 | $125.3M | 3.57% | +103,775+45.1% | Added |
| Zevenbergen Capital Investments LLC | 330,432 | $124.0M | 3.03% | −972−0.3% | Reduced |
| Pensioenfonds Rail & Ov | 329,960 | $123.9M | 8.58% | −35,342−9.7% | Reduced |
| Covea Finance | 329,248 | $123.6M | 5.67% | −4,514−1.4% | Reduced |
| Greenleaf Trust | 329,216 | $123.6M | 1.13% | +3,490+1.1% | Added |
| Bristlecone Advisors, LLC | 328,304 | $123.2M | 10.07% | −2,125−0.6% | Reduced |
| J. L. Bainbridge & Co., Inc. | 327,086 | $122.8M | 12.48% | +1,370+0.4% | Added |
| Segall Bryant & Hamill, LLC | 326,290 | $122.5M | 1.88% | −11,449−3.4% | Reduced |
| Braun Stacey Associates Inc | 324,854 | $121.9M | 4.99% | −3,041−0.9% | Reduced |
| Chilton Capital Management LLC | 324,330 | $121.8M | 5.27% | −5,541−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 323,734 | $121.5M | 1.85% | −21,948−6.3% | Reduced |
| Independent Advisor Alliance | 323,518 | $121.4M | 4.01% | −2,493−0.8% | Reduced |
| Focused Investors LLC | 323,500 | $121.4M | 3.90% | −8,000−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 322,488 | $121.1M | 1.46% | −87,368−21.3% | Reduced |
| Saratoga Research & Investment Management | 321,058 | $120.5M | 6.36% | +7,601+2.4% | Added |
| Warren Averett Asset Management, LLC | 320,844 | $120.4M | 1.47% | +111,962+53.6% | Added |
| Cornerstone Advisors, LLC | 318,400 | $119.5M | 5.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 317,702 | $119.3M | 3.89% | −730.0% | Reduced |
| McDaniel Terry & Co | 315,653 | $118.5M | 10.37% | +590.0% | Added |
| Third Point LLCSuperinvestorThird Point | 315,000 | $118.2M | 1.86% | −285,000−47.5% | Reduced |
| Allianz SE | 314,831 | $118.2M | 3.15% | −24,761−7.3% | Reduced |
| GW&K Investment Management, LLC | 314,280 | $118.0M | 1.09% | −279−0.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 313,580 | $117.7M | 2.28% | −2,372−0.8% | Reduced |
| SG Americas Securities, LLC | 310,953 | $116.7M | 0.40% | −266,649−46.2% | Reduced |
| Clearstead Advisors, LLC | 309,075 | $116.0M | 1.80% | +7,899+2.6% | Added |
| Choate Investment Advisors | 308,893 | $116.0M | 2.88% | +3,835+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 308,479 | $115.8M | 1.63% | +120,244+63.9% | Added |
| Old National Bancorp | 308,276 | $115.7M | 3.04% | −13,180−4.1% | Reduced |
| Formuepleje A/S | 307,232 | $115.3M | 6.57% | +6,789+2.3% | Added |
| Clifford Swan Investment Counsel LLC | 306,532 | $115.1M | 4.26% | +4,574+1.5% | Added |
| Capital International Ltd | 305,714 | $114.8M | 5.00% | −1,442−0.5% | Reduced |
| Wesbanco Bank Inc | 304,904 | $114.5M | 3.97% | +5,314+1.8% | Added |
| Heritage Investors Management Corp | 304,445 | $114.3M | 3.92% | +1,310+0.4% | Added |
| Tudor Investment Corp Et Al | 304,213 | $114.2M | 1.02% | +75,415+33.0% | Added |
| KCM Investment Advisors LLC | 303,805 | $114.0M | 4.10% | −5,958−1.9% | Reduced |
| Fortis Capital Management LLC | 301,259 | $113.1M | 21.99% | −1,822−0.6% | Reduced |
| Daymark Wealth Partners, LLC | 301,181 | $113.1M | 4.86% | −92,292−23.5% | Reduced |
| Vaughan David Investments LLC | 300,791 | $112.9M | 2.64% | −474−0.2% | Reduced |
| Benjamin Edwards Inc | 299,969 | $112.6M | 1.57% | −18,604−5.8% | Reduced |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 299,200 | $112.3M | 0.94% | +299,200 | New |
| RSM US Wealth Management LLC | 298,662 | $112.1M | 1.74% | −24,301−7.5% | Reduced |
| Meeder Asset Management Inc | 297,062 | $111.5M | 7.52% | −3,455−1.1% | Reduced |
| Sit Investment Associates Inc | 296,785 | $111.4M | 2.61% | −6,703−2.2% | Reduced |
| DJE Kapital AG | 299,780 | $110.9M | 3.28% | −155,550−34.2% | Reduced |
| Oak Ridge Investments LLC | 293,887 | $110.3M | 9.18% | +14,419+5.2% | Added |
| Advisors Asset Management, Inc. | 289,951 | $108.8M | 2.04% | +3,505+1.2% | Added |
| Mondrian Investment Partners LTD | 289,503 | $108.7M | 1.86% | +3,329+1.2% | Added |
| Highland Capital Management, LLC | 288,455 | $108.3M | 6.47% | +1,192+0.4% | Added |
| Mogy Joel R Investment Counsel Inc | 287,022 | $107.7M | 6.94% | −5,807−2.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 286,614 | $107.6M | 1.41% | +281,456+5,456.7% | Added |
| Howland Capital Management LLC | 286,079 | $107.4M | 4.79% | −16,182−5.4% | Reduced |
| Parallel Advisors, LLC | 285,518 | $107.2M | 2.43% | +96,672+51.2% | Added |
| Cohen Klingenstein LLC | 285,500 | $107.2M | 3.88% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 284,425 | $106.8M | 1.25% | +5,061+1.8% | Added |
| Birch Hill Investment Advisors LLC | 283,380 | $106.4M | 5.05% | +4,996+1.8% | Added |
| Oriental Harbor Investment Fund | 283,274 | $106.3M | 12.25% | +57,318+25.4% | Added |
| Alpha Cubed Investments, LLC | 281,944 | $105.8M | 4.72% | +13,928+5.2% | Added |
| Dana Investment Advisors, Inc. | 281,828 | $105.8M | 3.79% | +12,694+4.7% | Added |
| Bollard Group LLC | 281,035 | $105.5M | 2.77% | +564+0.2% | Added |
| Cat Rock Capital Management LP | 280,089 | $105.1M | 13.95% | +182,964+188.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 280,052 | $105.1M | 6.06% | +85,620+44.0% | Added |
| Donaldson Capital Management, LLC | 279,631 | $105.0M | 3.97% | +3,661+1.3% | Added |
| Chicago Capital, LLC | 278,496 | $104.5M | 2.95% | −9,591−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 277,534 | $104.2M | 3.26% | +9,105+3.4% | Added |
| Shell Asset Management Co | 277,517 | $104.2M | 4.95% | −10,782−3.7% | Reduced |
| Profund Advisors LLC | 275,771 | $103.5M | 4.50% | −35,276−11.3% | Reduced |