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
- 5,866
- +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
- 2,583 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 | 6,238 | $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, 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 |
|---|---|---|---|---|---|
| OMNI 360 Wealth, Inc. | 3,129 | $1.62M | 0.91% | −177−5.4% | Reduced |
| Wealthgarden F.S. LLC | 3,136 | $1.62M | 1.16% | +10.0% | Added |
| KilterHowling LLC | 3,130 | $1.62M | 0.90% | +108+3.6% | Added |
| Coign Capital Advisors LLC | 3,133 | $1.62M | 0.89% | −481−13.3% | Reduced |
| Morris Financial Concepts, Inc. | 3,134 | $1.62M | 0.59% | −10.0% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.63M | 0.33% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,141 | $1.63M | 0.56% | +45+1.5% | Added |
| MBE Wealth Management, LLC | 3,142 | $1.63M | 0.70% | +34+1.1% | Added |
| ShoreHaven Wealth Partners, LLC | 3,142 | $1.63M | 0.60% | +695+28.4% | Added |
| Bear Mountain Capital, Inc. | 3,157 | $1.63M | 0.55% | −4−0.1% | Reduced |
| Miller Financial Services LLC | 3,156 | $1.63M | 1.89% | −33−1.0% | Reduced |
| CPA Asset Management LLC | 3,157 | $1.63M | 0.63% | +6+0.2% | Added |
| Arbor Wealth Advisors LLC | 3,163 | $1.64M | 1.22% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 3,168 | $1.64M | 0.58% | +317+11.1% | Added |
| BLVD Private Wealth, LLC | 3,169 | $1.64M | 1.41% | +19+0.6% | Added |
| Reyes Financial Architecture, Inc. | 3,173 | $1.64M | 1.12% | −168−5.0% | Reduced |
| Sprinkle Financial Consultants LLC | 3,177 | $1.65M | 0.92% | −8−0.3% | Reduced |
| Williams & Novak, LLC | 3,190 | $1.65M | 1.27% | +628+24.5% | Added |
| Koa Wealth Management, LLC | 3,194 | $1.65M | 1.23% | −21−0.7% | Reduced |
| Hardin Capital Partners, LLC | 3,198 | $1.66M | 0.89% | +143+4.7% | Added |
| Gimbal Financial | 3,199 | $1.66M | 1.00% | +239+8.1% | Added |
| Castellan Group, LLC | 3,200 | $1.66M | 0.24% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 3,207 | $1.66M | 0.43% | +401+14.3% | Added |
| Flower City Capital | 3,210 | $1.66M | 0.89% | +284+9.7% | Added |
| Single Point Partners, LLC | 3,213 | $1.66M | 0.34% | −398−11.0% | Reduced |
| Seven Springs Wealth Group, LLC | 3,224 | $1.67M | 0.40% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3,245 | $1.67M | 1.07% | −140−4.1% | Reduced |
| Trinity Wealth Management, LLC | 3,232 | $1.67M | 0.63% | +132+4.3% | Added |
| Granite FO LLC | 3,232 | $1.67M | 0.91% | 00.0% | Unchanged |
| Causey Wealth LLC | 3,232 | $1.67M | 0.82% | −72−2.2% | Reduced |
| James Reed Financial Services, Inc. | 3,236 | $1.68M | 1.50% | +35+1.1% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 3,238 | $1.68M | 0.37% | −2,026−38.5% | Reduced |
| LGT Financial Advisors LLC | 3,240 | $1.68M | 3.62% | 00.0% | Unchanged |
| WBI Investments | 3,241 | $1.68M | 0.43% | −1,112−25.5% | Reduced |
| Vanguard Capital Wealth Advisors | 3,242 | $1.68M | 1.34% | −85−2.6% | Reduced |
| Botty Investors LLC | 3,246 | $1.68M | 0.46% | +2+0.1% | Added |
| Range Financial Group LLC | 3,250 | $1.68M | 0.61% | −81−2.4% | Reduced |
| Wallace Capital Management Inc. | 3,257 | $1.69M | 0.21% | −5−0.2% | Reduced |
| Wakefield Asset Management LLLP | 3,264 | $1.69M | 0.46% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,272 | $1.69M | 1.34% | −8−0.2% | Reduced |
| Brand Asset Management Group, Inc. | 3,273 | $1.70M | 0.48% | +31+1.0% | Added |
| Sightline Wealth Advisors, LLC | 3,279 | $1.70M | 0.77% | −52−1.6% | Reduced |
| Sage Investment Counsel LLC | 3,280 | $1.70M | 1.88% | −20−0.6% | Reduced |
| Brown Financial Advisory | 3,280 | $1.70M | 0.89% | +67+2.1% | Added |
| Core Wealth Advisors, Inc. | 3,282 | $1.70M | 0.44% | +765+30.4% | Added |
| Avid Wealth Partners LLC | 3,282 | $1.70M | 0.84% | −10−0.3% | Reduced |
| Pitti Group Wealth Management, LLC | 3,285 | $1.70M | 1.45% | −441−11.8% | Reduced |
| Post Resch Tallon Group Inc. | 3,286 | $1.70M | 1.51% | +63+2.0% | Added |
| Cornercap Investment Counsel Inc | 3,288 | $1.70M | 0.85% | −55−1.6% | Reduced |
| Armbruster Capital Management, Inc. | 3,295 | $1.71M | 0.29% | −629−16.0% | Reduced |
| Bridgefront Capital, LLC | 3,299 | $1.71M | 0.50% | +2,335+242.2% | Added |
| Aufman Associates Inc | 3,304 | $1.71M | 0.96% | −49−1.5% | Reduced |
| Fortress Financial Group, LLC | 3,311 | $1.71M | 1.31% | −10.0% | Reduced |
| Alpha Advisors, LLC | 3,311 | $1.71M | 1.29% | +210+6.8% | Added |
| REDW Wealth LLC | 3,314 | $1.72M | 0.65% | +178+5.7% | Added |
| Holland Advisory Services, Inc. | 3,318 | $1.72M | 2.36% | +210+6.8% | Added |
| Gibson Capital, LLC | 3,318 | $1.72M | 0.32% | +197+6.3% | Added |
| Sykon Capital LLC | 3,327 | $1.72M | 0.57% | +2,401+259.3% | Added |
| Ofc Financial Planning, LLC | 3,334 | $1.73M | 1.71% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,336 | $1.73M | 1.02% | +341+11.4% | Added |
| McClarren Financial Advisors, Inc. | 4,828 | $1.73M | 1.06% | +1,495+44.9% | Added |
| Barnes Wealth Management Group, Inc | 3,345 | $1.73M | 0.95% | −1,347−28.7% | Reduced |
| Gray Private Wealth, LLC | 3,347 | $1.73M | 0.87% | +92+2.8% | Added |
| Woodward Financial Advisors, Inc. | 3,348 | $1.73M | 0.66% | −262−7.3% | Reduced |
| Diker Management LLC | 3,362 | $1.74M | 1.41% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 3,363 | $1.74M | 0.74% | −148−4.2% | Reduced |
| Bayshore Asset Management, LLC | 3,364 | $1.74M | 0.75% | −1,099−24.6% | Reduced |
| Weil Company, Inc. | 3,367 | $1.74M | 0.42% | +555+19.7% | Added |
| Bay Capital Advisors, LLC | 3,376 | $1.75M | 1.14% | −157−4.4% | Reduced |
| Sharp Financial Services, LLC | 3,378 | $1.75M | 0.95% | −160−4.5% | Reduced |
| Keb Asset Management, LLC | 3,386 | $1.75M | 0.39% | +392+13.1% | Added |
| Tucker Asset Management LLC | 3,389 | $1.76M | 0.53% | −186−5.2% | Reduced |
| Edgewood Management LLC | 3,394 | $1.76M | 0.01% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 3,398 | $1.76M | 1.02% | +1,423+72.1% | Added |
| Tanglewood Legacy Advisors, LLC | 3,404 | $1.76M | 0.68% | +10.0% | Added |
| FMB Wealth Management | 3,405 | $1.76M | 0.75% | −14−0.4% | Reduced |
| Sterling Financial Planning, Inc. | 3,414 | $1.77M | 0.56% | −182−5.1% | Reduced |
| Insight 2811, Inc. | 3,415 | $1.77M | 0.79% | +10.0% | Added |
| Howard Wealth Management, LLC | 3,418 | $1.77M | 0.81% | −52−1.5% | Reduced |
| Continental Investors Services, Inc. | 3,424 | $1.77M | 2.63% | +38+1.1% | Added |
| Silver Coast Investments LLC | 3,420 | $1.77M | 0.61% | −77−2.2% | Reduced |
| Asset Planning Corporation | 3,421 | $1.77M | 0.84% | +241+7.6% | Added |
| IMPACTfolio, LLC | 3,422 | $1.77M | 0.76% | +10.0% | Added |
| Panoramic Investment Advisors, LLC | 3,426 | $1.77M | 1.00% | −190−5.3% | Reduced |
| Ferguson Shapiro LLC | 3,432 | $1.78M | 0.58% | −104−2.9% | Reduced |
| Hobbs Wealth Management, LLC | 3,433 | $1.78M | 1.49% | +402+13.3% | Added |
| Earnest Partners LLC | 3,434 | $1.78M | 0.01% | −135−3.8% | Reduced |
| Slocum, Gordon & Co LLP | 3,441 | $1.78M | 1.42% | +200+6.2% | Added |
| Lifestyle Asset Management, Inc. | 3,441 | $1.78M | 0.61% | +1,373+66.4% | Added |
| Ackerman Capital Advisors, LLC | 3,444 | $1.78M | 0.37% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 3,446 | $1.78M | 1.14% | −238−6.5% | Reduced |
| Forthright Family Wealth Advisory LLC | 3,459 | $1.79M | 1.10% | +11+0.3% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,461 | $1.79M | 0.57% | +262+8.2% | Added |
| Seneca Financial Advisors LLC | 3,461 | $1.79M | 0.59% | −21−0.6% | Reduced |
| Pachira Investments Inc. | 3,465 | $1.79M | 1.01% | +56+1.6% | Added |
| Richwood Investment Advisors, LLC | 3,473 | $1.80M | 1.41% | 00.0% | Unchanged |
| RHS Financial, LLC | 3,478 | $1.80M | 0.93% | −96−2.7% | Reduced |
| Lionsbridge Wealth Management LLC | 3,483 | $1.80M | 1.78% | +10.0% | Added |
| Integrity Investment Advisors, LLC | 3,484 | $1.80M | 1.20% | −265−7.1% | Reduced |
| Opus Capital Group, LLC | 3,489 | $1.81M | 0.20% | +18+0.5% | Added |