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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 2,773 | $1.44M | 0.67% | −1,416−33.8% | Reduced |
| Main Line Retirement Advisors, LLC | 2,775 | $1.44M | 0.74% | +2+0.1% | Added |
| Essential Partners LLC | 2,778 | $1.44M | 0.47% | +993+55.6% | Added |
| Dean Investment Associates, LLC | 2,785 | $1.44M | 0.20% | −34−1.2% | Reduced |
| Jmac Enterprises LLC | 2,786 | $1.44M | 0.29% | +99+3.7% | Added |
| Copley Financial Group, Inc. | 2,797 | $1.45M | 0.99% | −197−6.6% | Reduced |
| Options Solutions, LLC | 2,800 | $1.45M | 1.10% | −715−20.3% | Reduced |
| May Barnhard Investments LLC | 2,801 | $1.45M | 0.67% | −607−17.8% | Reduced |
| Pollock Investment Advisors, LLC | 2,805 | $1.45M | 1.14% | +21+0.8% | Added |
| NavPoint Financial, Inc. | 2,806 | $1.45M | 0.76% | +34+1.2% | Added |
| Fortitude Financial, LLC | 27,802 | $1.45M | 1.63% | −7,452−21.1% | Reduced |
| Tilson Financial Group, Inc. | 2,810 | $1.46M | 0.48% | +243+9.5% | Added |
| Waterford Advisors, LLC | 2,814 | $1.46M | 0.50% | +1,546+121.9% | Added |
| Harvest Investment Advisors, LLC | 2,821 | $1.46M | 0.86% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 2,840 | $1.47M | 1.01% | −8−0.3% | Reduced |
| Asset Allocation & Management Company, LLC | 2,840 | $1.47M | 0.62% | +690+32.1% | Added |
| Warner Financial, Inc | 2,842 | $1.47M | 0.55% | 00.0% | Unchanged |
| 21 West Wealth Management LLC | 2,843 | $1.47M | 1.40% | −91−3.1% | Reduced |
| Equita Financial Network, Inc. | 2,848 | $1.48M | 0.50% | −39−1.4% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,849 | $1.48M | 1.07% | +90+3.3% | Added |
| Able Wealth Management LLC | 2,850 | $1.48M | 0.55% | +225+8.6% | Added |
| Ballew Advisors, Inc | 2,879 | $1.48M | 0.83% | +233+8.8% | Added |
| Stegent Equity Advisors, Inc. | 2,860 | $1.48M | 1.21% | −133−4.4% | Reduced |
| Abich Financial Wealth Management LLC | 2,867 | $1.48M | 0.53% | +2,867 | New |
| Vestia Personal Wealth Advisors | 2,875 | $1.49M | 0.86% | +298+11.6% | Added |
| Chiron Capital Management, LLC | 2,875 | $1.49M | 1.28% | −108−3.6% | Reduced |
| Schubert & Co | 2,881 | $1.49M | 1.10% | +175+6.5% | Added |
| Colorado Capital Management, Inc. | 2,886 | $1.50M | 0.58% | +47+1.7% | Added |
| Second Half Financial Partners, LLC | 2,887 | $1.50M | 0.66% | −59−2.0% | Reduced |
| BHK Investment Advisors, LLC | 2,889 | $1.50M | 0.56% | 00.0% | Unchanged |
| Jones Road Capital Management, L.P. | 2,900 | $1.50M | 1.59% | −200−6.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,902 | $1.50M | 0.57% | +131+4.7% | Added |
| Seaside Wealth Management, Inc. | 2,905 | $1.50M | 0.45% | +37+1.3% | Added |
| Optima Capital LLC | 2,906 | $1.51M | 0.73% | +71+2.5% | Added |
| Heartland Advisors Inc | 2,910 | $1.51M | 0.08% | +2,910 | New |
| Saudi Central Bank | 2,914 | $1.51M | 0.06% | +9+0.3% | Added |
| H&H Retirement Design & Management INC | 2,983 | $1.51M | 0.80% | +30+1.0% | Added |
| Arlington Capital Management, Inc. | 2,917 | $1.51M | 0.96% | +92+3.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,921 | $1.51M | 1.50% | −102−3.4% | Reduced |
| Cairn Investment Group, Inc. | 2,923 | $1.51M | 0.73% | −25−0.8% | Reduced |
| Johnson Wealth Management, LLC | 2,924 | $1.51M | 0.83% | +2,924 | New |
| Beckerman Institutional, LLC | 2,928 | $1.52M | 0.89% | +992+51.2% | Added |
| Gallacher Capital Management LLC | 2,927 | $1.52M | 0.60% | +425+17.0% | Added |
| Planning Directions Inc | 2,932 | $1.52M | 0.79% | +75+2.6% | Added |
| Soundwatch Capital LLC | 2,934 | $1.52M | 0.24% | −9,191−75.8% | Reduced |
| Cushing Capital Partners, LLC | 2,934 | $1.52M | 1.19% | −28−0.9% | Reduced |
| Parker Financial LLC | 2,938 | $1.52M | 0.62% | −331−10.1% | Reduced |
| Verus Wealth Management, LLC | 2,939 | $1.52M | 1.42% | +26+0.9% | Added |
| Caitong International Asset Management Co., Ltd | 2,943 | $1.52M | 1.06% | −4,551−60.7% | Reduced |
| BlueStem Wealth Partners, LLC | 2,947 | $1.53M | 0.17% | +657+28.7% | Added |
| Fiscal Wisdom Wealth Management, LLC | 2,939 | $1.53M | 1.45% | +2,939 | New |
| Financial Guidance Group, Inc. | 2,960 | $1.53M | 0.69% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 2,965 | $1.54M | 1.20% | −100−3.3% | Reduced |
| GGM Financials LLC | 2,967 | $1.54M | 0.77% | +4+0.1% | Added |
| Austin Asset Management Co Inc | 2,970 | $1.54M | 0.28% | −935−23.9% | Reduced |
| Virtus ETF Advisers LLC | 2,972 | $1.54M | 0.85% | −2,427−45.0% | Reduced |
| Tower Wealth Partners, Inc. | 2,972 | $1.54M | 0.85% | −46−1.5% | Reduced |
| Lionshead Wealth Management, LLC | 2,978 | $1.54M | 1.22% | +15+0.5% | Added |
| Lowe Wealth Advisors, LLC | 2,978 | $1.54M | 0.56% | −20−0.7% | Reduced |
| Vision Financial Markets LLC | 2,983 | $1.54M | 1.32% | +5+0.2% | Added |
| Awm Capital, LLC | 2,983 | $1.55M | 0.14% | −476−13.8% | Reduced |
| Tidemark, LLC | 2,993 | $1.55M | 0.45% | +208+7.5% | Added |
| OmniStar Financial Group, Inc. | 2,996 | $1.55M | 0.94% | −229−7.1% | Reduced |
| De Lisle Partners LLP | 3,000 | $1.55M | 0.19% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 3,005 | $1.56M | 0.72% | +71+2.4% | Added |
| Kraematon Investment Advisors, Inc | 3,009 | $1.56M | 1.33% | +10.0% | Added |
| Blankinship & Foster, LLC | 3,010 | $1.56M | 0.34% | +130+4.5% | Added |
| LifePlan Investment Advisors, Inc. | 3,012 | $1.56M | 0.65% | +76+2.6% | Added |
| Retirement Planning Group, LLC | 3,012 | $1.56M | 1.17% | +597+24.7% | Added |
| Alpha Financial Partners, LLC | 3,014 | $1.56M | 1.02% | +105+3.6% | Added |
| Hanlon Investment Management, Inc. | 3,019 | $1.56M | 0.94% | +553+22.4% | Added |
| G2 Capital Management, LLC | 3,020 | $1.56M | 0.39% | +215+7.7% | Added |
| Uhlmann Price Securities, LLC | 3,019 | $1.56M | 0.96% | −2,605−46.3% | Reduced |
| Ridgepath Capital Management LLC | 3,023 | $1.57M | 0.67% | +47+1.6% | Added |
| Dakota Community Bank & Trust NA | 3,024 | $1.57M | 6.18% | +19+0.6% | Added |
| Lifelong Wealth Advisors, Inc. | 3,027 | $1.57M | 0.47% | +219+7.8% | Added |
| Leibman Financial Services, Inc. | 3,033 | $1.57M | 1.19% | −3,181−51.2% | Reduced |
| BostonPremier Wealth LLC | 3,034 | $1.57M | 0.78% | +92+3.1% | Added |
| Leslie Global Wealth, LLC | 3,035 | $1.57M | 0.74% | +323+11.9% | Added |
| Bonfire Financial | 3,039 | $1.57M | 1.21% | +304+11.1% | Added |
| Schwartz Investment Counsel Inc | 3,045 | $1.58M | 0.05% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 3,049 | $1.58M | 0.92% | +638+26.5% | Added |
| Ground Swell Capital, LLC | 3,051 | $1.58M | 3.46% | +3,051 | New |
| Clark & Stuart, Inc | 3,052 | $1.58M | 1.13% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 3,054 | $1.58M | 0.77% | −189−5.8% | Reduced |
| Financial Enhancement Group LLC | 3,015 | $1.58M | 0.21% | +66+2.2% | Added |
| Financial Harvest, LLC | 3,070 | $1.59M | 1.07% | +127+4.3% | Added |
| Kondo Wealth Advisors, Inc. | 3,076 | $1.59M | 0.64% | +267+9.5% | Added |
| 25 LLC | 3,078 | $1.59M | 0.54% | +153+5.2% | Added |
| Turning Point Benefit Group, Inc. | 3,068 | $1.59M | 0.96% | +375+13.9% | Added |
| Intergy Private Wealth, LLC | 3,082 | $1.60M | 0.50% | +63+2.1% | Added |
| Magnolia Wealth Management, LLC | 3,082 | $1.60M | 0.99% | −37−1.2% | Reduced |
| Moneywise, Inc. | 3,090 | $1.60M | 0.72% | −129−4.0% | Reduced |
| Plum Street Advisors, LLC | 3,092 | $1.60M | 0.62% | −198−6.0% | Reduced |
| Echo Wealth Management, LLC | 3,096 | $1.60M | 0.94% | −50−1.6% | Reduced |
| Tepp RIA, LLC | 3,098 | $1.60M | 1.82% | +1,747+129.3% | Added |
| Harvest Investment Services, LLC | 3,103 | $1.61M | 0.32% | −100−3.1% | Reduced |
| Wealth Advisors Northwest LLC | 3,104 | $1.61M | 0.78% | +47+1.5% | Added |
| Lutz Financial Services LLC | 3,120 | $1.62M | 0.12% | −45−1.4% | Reduced |
| Fortune 45 LLC | 3,140 | $1.62M | 0.82% | +4+0.1% | Added |