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
- 5,776
- −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
- 2,612 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 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | 215,642 | $81.0M | 7.44% | −213−0.1% | Reduced |
| Davidson Investment Advisors | 215,516 | $80.9M | 3.99% | +1,887+0.9% | Added |
| Kingsview Wealth Management, LLC | 215,087 | $80.7M | 1.52% | +2,474+1.2% | Added |
| Howard Capital Management Inc. | 214,909 | $80.7M | 2.03% | −24,939−10.4% | Reduced |
| Equitable Holdings, Inc. | 214,791 | $80.6M | 0.77% | +19,300+9.9% | Added |
| Snowden Capital Advisors LLC | 214,497 | $80.5M | 2.58% | +7,408+3.6% | Added |
| Signaturefd, LLC | 213,981 | $80.3M | 1.52% | +9,625+4.7% | Added |
| Private Wealth Partners, LLC | 213,930 | $80.3M | 6.65% | −10,962−4.9% | Reduced |
| Mill Capital Management, LLC | 212,644 | $79.8M | 6.40% | −4,694−2.2% | Reduced |
| Oakmont Corp | 212,594 | $79.8M | 15.75% | −31,088−12.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 212,557 | $79.8M | 4.26% | −3,282−1.5% | Reduced |
| Empowered Funds, LLC | 212,376 | $79.7M | 1.13% | +21,259+11.1% | Added |
| Moors & Cabot, Inc. | 211,267 | $79.3M | 4.02% | −11,609−5.2% | Reduced |
| Generate Investment Management Ltd | 210,798 | $79.1M | 5.55% | +14,643+7.5% | Added |
| NBT Bank N A | 210,643 | $79.1M | 5.71% | −3,220−1.5% | Reduced |
| Fernbridge Capital Management LP | 210,485 | $79.0M | 4.38% | +55,284+35.6% | Added |
| Washington Trust Co | 210,201 | $78.9M | 3.02% | −1,943−0.9% | Reduced |
| Eisler Capital Management Ltd. | 210,302 | $78.9M | 2.36% | +200,398+2,023.4% | Added |
| Voleon Capital Management LP | 209,039 | $78.5M | 6.14% | +33,458+19.1% | Added |
| Kanawha Capital Management LLC | 208,982 | $78.4M | 6.09% | −320.0% | Reduced |
| Ingalls & Snyder LLC | 208,385 | $78.2M | 2.59% | −5,606−2.6% | Reduced |
| Brookstone Capital Management | 207,623 | $77.9M | 1.12% | +480+0.2% | Added |
| Diamond Hill Capital Management Inc | 207,496 | $77.9M | 0.36% | +35,019+20.3% | Added |
| Mar Vista Investment Partners LLC | 207,187 | $77.8M | 6.39% | −11,231−5.1% | Reduced |
| Talbot Financial, LLC | 207,167 | $77.8M | 9.74% | −687−0.3% | Reduced |
| Aureus Asset Management, LLC | 206,391 | $77.5M | 5.43% | −1,286−0.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 206,194 | $77.4M | 4.50% | +207+0.1% | Added |
| Welch Group, LLC | 203,897 | $77.2M | 3.40% | +2,620+1.3% | Added |
| Harvest Portfolios Group Inc. | 205,207 | $77.0M | 2.28% | +47,292+29.9% | Added |
| SBI Securities Co., Ltd. | 205,106 | $77.0M | 2.57% | −19,604−8.7% | Reduced |
| HighPoint Advisor Group LLC | 194,619 | $76.7M | 4.46% | +1,744+0.9% | Added |
| Osterweis Capital Management Inc | 204,234 | $76.7M | 3.78% | −11,066−5.1% | Reduced |
| Axxcess Wealth Management, LLC | 203,863 | $76.5M | 2.09% | +3,532+1.8% | Added |
| RDST Capital LLC | 203,845 | $76.5M | 10.88% | +36,625+21.9% | Added |
| ZWJ Investment Counsel Inc | 203,428 | $76.4M | 3.11% | +724+0.4% | Added |
| Capital Investment Advisors, LLC | 202,810 | $76.1M | 1.49% | +9,159+4.7% | Added |
| Valeo Financial Advisors, LLC | 273,939 | $75.6M | 2.11% | +3,390+1.3% | Added |
| Sandy Spring Bank | 200,569 | $75.3M | 3.17% | −7,550−3.6% | Reduced |
| Paralel Advisors LLC | 200,000 | $75.1M | 3.12% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 199,953 | $75.1M | 5.27% | +2,171+1.1% | Added |
| First American Bank | 199,165 | $74.8M | 5.53% | −782−0.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 198,941 | $74.7M | 1.93% | +7,498+3.9% | Added |
| RiverFront Investment Group, LLC | 198,722 | $74.6M | 1.66% | +18,037+10.0% | Added |
| Ironvine Capital Partners, LLC | 197,893 | $74.3M | 8.06% | −2,157−1.1% | Reduced |
| CWA Asset Management Group, LLC | 197,516 | $74.1M | 3.55% | +4,696+2.4% | Added |
| Cary Street Partners Financial LLC | 197,007 | $74.0M | 2.34% | +8,629+4.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 196,783 | $73.9M | 3.67% | +408+0.2% | Added |
| FineMark National Bank & Trust | 196,197 | $73.7M | 2.69% | +980.0% | Added |
| GAM Holding AG | 195,364 | $73.3M | 5.69% | +10,717+5.8% | Added |
| Parsons Capital Management Inc | 195,067 | $73.2M | 4.00% | −1,372−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 194,196 | $72.9M | 2.70% | −887−0.5% | Reduced |
| Dearborn Partners LLC | 194,144 | $72.9M | 3.50% | −20,396−9.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 193,537 | $72.7M | 4.06% | +2,200+1.1% | Added |
| Howard Capital Management Group, LLC | 193,216 | $72.5M | 5.65% | −1,077−0.6% | Reduced |
| Pacific Sage Partners, LLC | 193,092 | $72.5M | 16.32% | −2,941−1.5% | Reduced |
| Wahed Invest LLC | 192,790 | $72.4M | 12.52% | +4,429+2.4% | Added |
| Aviso Financial Inc. | 192,183 | $72.1M | 3.56% | +11,805+6.5% | Added |
| London & Capital Asset Management Ltd | 191,321 | $71.8M | 6.16% | +17,260+9.9% | Added |
| Picton Mahoney Asset Management | 190,483 | $71.5M | 2.45% | +18,066+10.5% | Added |
| Vancity Investment Management Ltd | 188,514 | $70.8M | 9.70% | +188,514 | New |
| Pensionmark Financial Group, LLC | 188,169 | $70.6M | 1.84% | +8,256+4.6% | Added |
| Hardman Johnston Global Advisors LLC | 188,075 | $70.6M | 3.37% | −3,718−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 188,065 | $70.6M | 2.19% | +71,661+61.6% | Added |
| Sienna Gestion | 193,366 | $70.6M | 5.80% | −23,098−10.7% | Reduced |
| GFI Investment Counsel Ltd. | 187,447 | $70.4M | 8.18% | +750.0% | Added |
| New Age Alpha Advisors, LLC | 187,160 | $70.3M | 3.15% | +52,374+38.9% | Added |
| Henshaw Capital LLC | 186,668 | $70.1M | 3.09% | 00.0% | Unchanged |
| Dundas Partners LLP | 186,468 | $70.0M | 5.15% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 186,286 | $69.9M | 7.09% | +3,203+1.7% | Added |
| Ballentine Partners, LLC | 186,266 | $69.9M | 1.21% | −260.0% | Reduced |
| Gladstone Capital Management LLP | 186,191 | $69.9M | 7.20% | −58,444−23.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 185,841 | $69.8M | 4.48% | −6,130−3.2% | Reduced |
| Campbell Newman Asset Management Inc | 185,745 | $69.7M | 5.92% | −7,163−3.7% | Reduced |
| Cornerstone Investment Partners, LLC | 185,581 | $69.7M | 3.37% | +20,813+12.6% | Added |
| Nichols & Pratt Advisers LLP | 184,761 | $69.5M | 4.75% | +852+0.5% | Added |
| Violich Capital Management, Inc. | 185,155 | $69.5M | 9.38% | +504+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 184,969 | $69.4M | 4.01% | +8,112+4.6% | Added |
| Thomasville National Bank | 184,599 | $69.3M | 5.07% | +3,374+1.9% | Added |
| Ninety One North America, Inc. | 184,550 | $69.3M | 4.66% | −15,867−7.9% | Reduced |
| Spire Wealth Management | 183,077 | $68.7M | 2.20% | +9,726+5.6% | Added |
| Logan Capital Management Inc | 183,067 | $68.7M | 3.12% | −2,337−1.3% | Reduced |
| Criteria Caixa, S.A.U. | 183,000 | $68.7M | 10.08% | +122,152+200.7% | Added |
| Kinneret Advisory, LLC | 182,678 | $68.6M | 6.91% | −613−0.3% | Reduced |
| Elequin Capital LP | 181,552 | $68.2M | 12.80% | +16,528+10.0% | Added |
| Baader Bank INC | 182,520 | $68.1M | 6.88% | −2,624−1.4% | Reduced |
| Soltis Investment Advisors LLC | 181,230 | $68.0M | 6.08% | +16,930+10.3% | Added |
| Meritage Portfolio Management | 181,058 | $68.0M | 4.51% | −4,068−2.2% | Reduced |
| Suvretta Capital Management, LLC | 180,125 | $67.6M | 2.74% | +61,728+52.1% | Added |
| General American Investors Co Inc | 180,000 | $67.6M | 5.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 179,556 | $67.4M | 4.87% | −10,656−5.6% | Reduced |
| JBF Capital, Inc. | 179,000 | $67.2M | 12.93% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 178,909 | $67.2M | 7.59% | +4,577+2.6% | Added |
| Andra AP-fonden | 178,886 | $67.2M | 1.10% | +7,686+4.5% | Added |
| Synergy Financial Management, LLC | 178,107 | $66.9M | 8.43% | −85,164−32.3% | Reduced |
| Suncoast Equity Management | 177,974 | $66.8M | 7.55% | +2,311+1.3% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $66.8M | 0.60% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 177,865 | $66.8M | 7.43% | −287−0.2% | Reduced |
| Alta Capital Management LLC | 177,814 | $66.7M | 4.33% | +1,998+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 176,729 | $66.3M | 3.44% | +21,828+14.1% | Added |
| Cullinan Associates Inc | 176,015 | $66.1M | 4.67% | +887+0.5% | Added |