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, Q3 2025
Institutional positions in Microsoft Corp as of Sep 30, 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
- 5,865
- +136 vs. Q2 2025
- Shares held
- 5.33B
- +56.8M (+1.1%) vs. Q2 2025
- Total value
- $2.76T
- +$144.6B (+5.5%) vs. Q2 2025
- New holders
- 196
- 2,619 more added
- Sold out
- 60
- 2,582 more reduced
99 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridge Generations Wealth Management LLC | 7 | $3.63K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.18K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 15 | $7.77K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 32 | $8.85K | 0.08% | −1,846−98.3% | Reduced |
| Teachers Insurance & Annuity Association of America | 19 | $9.84K | 0.01% | −461−96.0% | Reduced |
| Mizuho Securities Co. Ltd. | 20 | $10.4K | 0.07% | −2,900−99.3% | Reduced |
| Fairway Wealth LLC | 23 | $11.9K | 0.00% | −319−93.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 24 | $12.4K | 0.01% | +24 | New |
| Financially Speaking Inc | 44 | $22.8K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 56 | $29.0K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 56 | $29.5K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 59 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bulwark Capital Corp | 64 | $33.1K | 0.03% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 69 | $35.7K | 0.67% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 69 | $36.0K | 0.02% | +14+25.5% | Added |
| Bayforest Capital Ltd | 74 | $38.3K | 0.02% | +74 | New |
| Newton One Investments LLC | 75 | $39.0K | 0.01% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 83 | $43.0K | 0.04% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 89 | $46.1K | 0.09% | −270−75.2% | Reduced |
| Fiduciary Advisors, Inc. | 90 | $46.9K | 0.04% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 95 | $49.2K | 0.02% | +95 | New |
| CSS LLC | 100 | $51.8K | 0.00% | +100 | New |
| Stance Capital LLC | 104 | $53.9K | 0.02% | +104 | New |
| Westend Capital Management, LLC | 125 | $64.8K | 0.02% | +52+71.2% | Added |
| Park Square Financial Group, LLC | 127 | $65.8K | 0.28% | −8,591−98.5% | Reduced |
| SIMA Wealth Partners, LLC | 137 | $71.1K | 0.05% | +57+71.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 140 | $72.5K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 141 | $72.9K | 2.62% | +15+11.9% | Added |
| WS Portfolio Advisory, LLC | 156 | $80.8K | 4.38% | 00.0% | Unchanged |
| Conquis Financial LLC | 162 | $83.9K | 0.08% | −1−0.6% | Reduced |
| Perritt Capital Management Inc | 176 | $90.9K | 0.04% | −5−2.8% | Reduced |
| Carolina Wealth Advisors, LLC | 183 | $94.8K | 0.04% | 00.0% | Unchanged |
| Frisco Financial Planning LLC | 195 | $101.0K | 0.09% | +195 | New |
| Gleason Group, Inc. | 195 | $101.1K | 0.01% | +6+3.2% | Added |
| Bellevue Group AG | 203 | $105.1K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 228 | $118.1K | 0.05% | −12−5.0% | Reduced |
| HFM Investment Advisors, LLC | 275 | $142.5K | 0.06% | −8−2.8% | Reduced |
| Glynn Capital Management LLC | 291 | $150.7K | 0.05% | −8,716−96.8% | Reduced |
| Wells Financial Advisors INC | 303 | $156.9K | 0.21% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 315 | $163.2K | 0.82% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 349 | $180.6K | 0.09% | +4+1.2% | Added |
| Navigoe, LLC | 357 | $184.0K | 0.12% | +42+13.3% | Added |
| USA Financial Portformulas Corp | 362 | $187.5K | 0.03% | −122−25.2% | Reduced |
| Value Aligned Research Advisors, LLC | 374 | $193.7K | 0.00% | −92−19.7% | Reduced |
| Destiny Capital Corp | 393 | $203.6K | 0.11% | +393 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 394 | $204.1K | 0.19% | +394 | New |
| Hippocratic Financial Advisors, LLC | 396 | $205.2K | 0.10% | +396 | New |
| AG Asset Advisory, LLC | 399 | $206.7K | 0.17% | +399 | New |
| Black Swift Group, LLC | 400 | $207.2K | 0.04% | −1,000−71.4% | Reduced |
| Bare Financial Services, Inc | 400 | $207.2K | 0.06% | +69+20.8% | Added |
| Nixon Capital, LLC | 400 | $207.2K | 0.06% | +400 | New |
| Bawa N Mallick Trust | 400 | $207.2K | 0.08% | +400 | New |
| Friedenthal Financial | 406 | $210.3K | 0.11% | +5+1.2% | Added |
| Mason & Associates, LLC | 425 | $211.4K | 0.05% | 00.0% | Unchanged |
| Sherwood Financial Partners, LLC | 411 | $212.9K | 0.19% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 411 | $212.9K | 0.00% | +2+0.5% | Added |
| Durante & Waters, LLC | 413 | $213.9K | 0.16% | 00.0% | Unchanged |
| Kings Path Partners LLC | 418 | $216.5K | 0.08% | −47−10.1% | Reduced |
| Prudent Man Investment Management, Inc. | 520 | $219.1K | 0.12% | 00.0% | Unchanged |
| Boyd Wealth Management, LLC | 426 | $220.6K | 0.09% | −500−54.0% | Reduced |
| Attessa Capital LLC | 426 | $220.9K | 0.13% | −450−51.4% | Reduced |
| SWF LLC | 428 | $221.7K | 0.02% | +428 | New |
| Dentgroup LLC | 429 | $222.1K | 0.14% | 00.0% | Unchanged |
| Shepherd Kaplan Krochuk, LLC | 431 | $223.2K | 0.18% | +20+4.9% | Added |
| BKA Wealth Consulting, Inc. | 433 | $224.3K | 0.18% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 435 | $225.3K | 0.04% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 436 | $225.8K | 0.10% | −2−0.5% | Reduced |
| Bishop & Co Investment Management, LLC | 436 | $225.8K | 0.08% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 437 | $226.3K | 0.12% | +7+1.6% | Added |
| LTG Capital LLC | 438 | $226.9K | 0.18% | 00.0% | Unchanged |
| Shariaportfolio, Inc. | 443 | $229.5K | 0.09% | −15−3.3% | Reduced |
| Allodium Investment Consultants, LLC | 444 | $230.0K | 0.13% | −236−34.7% | Reduced |
| Gator Capital Management, LLC | 445 | $230.5K | 0.06% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 448 | $232.1K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 450 | $233.1K | 0.09% | +450 | New |
| Rareview Capital LLC | 471 | $234.2K | 0.14% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 454 | $235.1K | 0.20% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 456 | $236.2K | 0.11% | −253−35.7% | Reduced |
| Sherman Porfolios, LLC | 456 | $236.2K | 0.08% | +30+7.0% | Added |
| FC Advisory LLC | 457 | $236.5K | 0.07% | −25−5.2% | Reduced |
| Access Investment Management LLC | 459 | $237.7K | 0.06% | −190−29.3% | Reduced |
| Salus Financial Advisors, LLC | 462 | $239.3K | 0.15% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 470 | $243.3K | 0.12% | +1+0.2% | Added |
| Ergawealth Advisors, Inc. | 474 | $245.3K | 0.11% | −319−40.2% | Reduced |
| FLP Wealth Management, LLC | 474 | $245.5K | 0.69% | +19+4.2% | Added |
| Evolution Advisers, Inc. | 474 | $246.0K | 0.11% | +84+21.5% | Added |
| FSR Wealth Management Ltd. | 476 | $246.4K | 0.29% | +56+13.3% | Added |
| Your Advocates Ltd., LLP | 477 | $247.1K | 0.08% | +7+1.5% | Added |
| Eschler Asset Management LLP | 479 | $248.1K | 0.18% | +479 | New |
| SMI Advisory Services, LLC | 480 | $248.3K | 0.05% | +480 | New |
| Atlantic Family Wealth, LLC | 480 | $248.7K | 0.19% | +20+4.3% | Added |
| Livelsberger Financial Advisory | 480 | $248.8K | 9.27% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 497 | $253.4K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 494 | $255.9K | 0.27% | +1+0.2% | Added |
| Atlantic Private Wealth, LLC | 495 | $256.4K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 496 | $256.9K | 0.14% | +3+0.6% | Added |
| Moller Financial Services | 498 | $257.8K | 0.05% | +8+1.6% | Added |
| AF Advisors, Inc. | 504 | $261.1K | 0.11% | 00.0% | Unchanged |
| Interactive Financial Advisors | 505 | $261.6K | 0.14% | −501−49.8% | Reduced |
| William Howard & Co Financial Advisors Inc | 505 | $261.6K | 0.22% | −111−18.0% | Reduced |