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 |
|---|---|---|---|---|---|
| Presilium Private Wealth, LLC | 3,489 | $1.81M | 0.34% | −45−1.3% | Reduced |
| Elite Life Management LLC | 3,521 | $1.81M | 3.69% | +98+2.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,505 | $1.82M | 0.02% | −735−17.3% | Reduced |
| Covestor Ltd | 3,506 | $1.82M | 1.00% | +119+3.5% | Added |
| Veridan Wealth LLC | 3,509 | $1.82M | 0.63% | +3,509 | New |
| Cambridge Financial Group, LLC | 3,511 | $1.82M | 0.59% | −109−3.0% | Reduced |
| North Capital, Inc. | 3,515 | $1.82M | 1.41% | +130+3.8% | Added |
| Zeit Capital LLC | 3,517 | $1.82M | 1.24% | −148−4.0% | Reduced |
| Croban | 3,534 | $1.83M | 1.22% | +35+1.0% | Added |
| Edge Financial Advisors LLC | 3,536 | $1.83M | 0.82% | −109−3.0% | Reduced |
| Tang Capital Management LLC | 3,546 | $1.84M | 0.07% | 00.0% | Unchanged |
| Quantum Financial Planning Services, Inc. | 3,548 | $1.84M | 0.74% | +383+12.1% | Added |
| West Financial Advisors, LLC | 3,564 | $1.85M | 0.31% | +23+0.6% | Added |
| Instrumental Wealth, LLC | 3,516 | $1.85M | 1.30% | +454+14.8% | Added |
| Virtus Investment Advisers, Inc. | 3,570 | $1.85M | 0.53% | +3,570 | New |
| Algebris (UK) Ltd | 3,575 | $1.85M | 0.21% | +867+32.0% | Added |
| SWMG, LLC | 3,558 | $1.85M | 0.56% | +843+31.0% | Added |
| Arcus Capital Partners, LLC | 3,579 | $1.85M | 0.81% | −280−7.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,584 | $1.86M | 1.06% | +205+6.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,585 | $1.86M | 3.68% | −69,992−95.1% | Reduced |
| Point72 Italy, S.r.l. | 3,586 | $1.86M | 1.54% | −28,214−88.7% | Reduced |
| Kooman & Associates | 3,597 | $1.86M | 0.57% | +3+0.1% | Added |
| Glaxis Capital Management, LLC | 3,600 | $1.86M | 3.10% | +1,000+38.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,604 | $1.87M | 0.60% | −65−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 3,611 | $1.87M | 0.79% | −4−0.1% | Reduced |
| McNaughton Wealth Management, LLC | 3,611 | $1.87M | 0.79% | +15+0.4% | Added |
| Paladin Advisory Group, LLC | 3,622 | $1.88M | 1.46% | −257−6.6% | Reduced |
| Peak Financial Management, Inc. | 3,638 | $1.88M | 0.50% | +55+1.5% | Added |
| Kelman-Lazarov, Inc. | 3,638 | $1.88M | 0.28% | +245+7.2% | Added |
| Gouws Capital LLC | 3,639 | $1.88M | 1.04% | +201+5.8% | Added |
| Noble Family Wealth, LLC | 3,656 | $1.89M | 0.42% | +1,100+43.0% | Added |
| Christensen, King & Associates Investment Services, Inc. | 3,666 | $1.90M | 0.82% | +685+23.0% | Added |
| Pingora Partners LLC | 3,670 | $1.90M | 1.26% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,671 | $1.90M | 1.37% | −141−3.7% | Reduced |
| ACT Advisors, LLC. | 3,676 | $1.90M | 0.77% | +108+3.0% | Added |
| HighMark Wealth Management LLC | 3,677 | $1.90M | 0.84% | −44−1.2% | Reduced |
| Demars Financial Group, LLC | 3,679 | $1.91M | 0.66% | +452+14.0% | Added |
| WESPAC Advisors, LLC | 3,682 | $1.91M | 1.11% | +552+17.6% | Added |
| Systematic Financial Management LP | 3,685 | $1.91M | 0.05% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 3,697 | $1.91M | 1.02% | +439+13.5% | Added |
| Avant Financial Advisors LLC | 3,700 | $1.92M | 1.44% | +10.0% | Added |
| Seascape Capital Management | 3,701 | $1.92M | 0.55% | +289+8.5% | Added |
| Yeomans Consulting Group, Inc. | 3,691 | $1.92M | 0.66% | −50−1.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 3,705 | $1.92M | 0.79% | −73−1.9% | Reduced |
| New England Asset Management Inc | 3,725 | $1.93M | 0.25% | −835−18.3% | Reduced |
| Tenon Financial LLC | 3,736 | $1.93M | 0.99% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 3,738 | $1.94M | 0.31% | −7,183−65.8% | Reduced |
| Vista Investment Management | 3,746 | $1.94M | 0.68% | −85−2.2% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,747 | $1.94M | 1.28% | −20−0.5% | Reduced |
| Everstar Asset Management, LLC | 3,752 | $1.94M | 1.10% | +951+34.0% | Added |
| Sage Advisors, LLC | 3,755 | $1.95M | 1.39% | −95−2.5% | Reduced |
| Compass Wealth Management, LLC | 3,758 | $1.95M | 0.86% | −3−0.1% | Reduced |
| FSC Wealth Advisors, LLC | 3,765 | $1.95M | 1.13% | −21−0.6% | Reduced |
| Rodgers & Associates, LTD | 3,779 | $1.96M | 0.20% | −145−3.7% | Reduced |
| Integrated Capital Management, LLC | 3,687 | $1.96M | 0.86% | +19+0.5% | Added |
| Saxony Capital Management, LLC | 3,784 | $1.96M | 1.29% | +117+3.2% | Added |
| Austin Wealth Management, LLC | 3,771 | $1.96M | 0.31% | −88−2.3% | Reduced |
| NBZ Investment Advisors LLC | 3,791 | $1.96M | 1.03% | +913+31.7% | Added |
| Dougherty Wealth Advisers LLC | 3,792 | $1.96M | 1.27% | +577+17.9% | Added |
| Financial Network Wealth Advisors LLC | 3,801 | $1.97M | 2.15% | +10+0.3% | Added |
| Archvest Wealth Advisors, Inc. | 3,810 | $1.97M | 1.76% | −620−14.0% | Reduced |
| Intelligent Financial Strategies | 3,812 | $1.97M | 0.96% | −1,085−22.2% | Reduced |
| Blossom Wealth Management | 3,817 | $1.98M | 3.19% | −118−3.0% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,823 | $1.98M | 1.37% | +103+2.8% | Added |
| JBR Co Financial Management Inc | 3,826 | $1.98M | 0.84% | −3−0.1% | Reduced |
| Vienna Asset Management LLC | 3,827 | $1.98M | 1.18% | −1,068−21.8% | Reduced |
| Greenhouse Wealth Management, LLC | 3,829 | $1.98M | 1.19% | +5+0.1% | Added |
| Diversified Portfolios, Inc. | 3,832 | $1.99M | 0.18% | +164+4.5% | Added |
| Clarity Wealth Development LLC | 3,662 | $1.99M | 1.79% | −172−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,834 | $1.99M | 0.34% | +3,834 | New |
| Wick Capital Partners, LLC | 3,843 | $1.99M | 0.48% | +1,535+66.5% | Added |
| Norris Financial Group, LLC | 3,854 | $2.00M | 0.73% | +11+0.3% | Added |
| SPG Advisors LLC | 3,858 | $2.00M | 22.99% | +6+0.2% | Added |
| Clarion Wealth Managment Partners, LLC | 3,861 | $2.00M | 1.97% | +3+0.1% | Added |
| Winebrenner Capital Management LLC | 3,861 | $2.00M | 1.44% | −10−0.3% | Reduced |
| Nova R Wealth, Inc. | 3,863 | $2.00M | 0.85% | +266+7.4% | Added |
| Basepoint Wealth LLC | 3,872 | $2.01M | 1.42% | +124+3.3% | Added |
| Flagship Wealth Advisors, LLC | 3,874 | $2.01M | 0.66% | −227−5.5% | Reduced |
| Strategic Equity Management | 3,891 | $2.02M | 0.75% | −177−4.4% | Reduced |
| Private Wealth Management Group, LLC | 3,899 | $2.02M | 0.56% | +12+0.3% | Added |
| Ogorek Anthony Joseph | 3,905 | $2.02M | 0.58% | −134−3.3% | Reduced |
| Creative Capital Management Investments LLC | 3,906 | $2.02M | 0.65% | −7−0.2% | Reduced |
| Client 1st Advisory Group, LLC | 3,910 | $2.03M | 0.67% | +489+14.3% | Added |
| Columbia River Financial Group, LLC | 4,006 | $2.03M | 1.25% | 00.0% | Unchanged |
| Astra Wealth Partners LLC | 3,920 | $2.03M | 1.41% | +183+4.9% | Added |
| Portfolio Strategies, Inc. | 3,922 | $2.03M | 0.24% | −133−3.3% | Reduced |
| Visionary Horizons, LLC | 3,921 | $2.03M | 1.14% | +89+2.3% | Added |
| Battery Global Advisors, LLC | 3,937 | $2.04M | 0.96% | +2+0.1% | Added |
| Towerpoint Wealth, LLC | 3,949 | $2.05M | 0.84% | −35−0.9% | Reduced |
| Wealth Management Nebraska | 3,953 | $2.05M | 0.24% | +14+0.4% | Added |
| Texas Capital Bancshares Inc | 3,958 | $2.05M | 0.81% | −1,706−30.1% | Reduced |
| My Purposeful Wealth Corp. | 3,959 | $2.05M | 0.61% | +443+12.6% | Added |
| Mountain Capital Investment Advisors, Inc | 3,948 | $2.05M | 0.36% | +124+3.2% | Added |
| Santori & Peters | 3,966 | $2.05M | 0.73% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,968 | $2.06M | 0.98% | +653+19.7% | Added |
| WJ Wealth Management, LLC | 3,975 | $2.06M | 0.90% | −4,097−50.8% | Reduced |
| PMG Wealth Management, Inc. | 4,012 | $2.06M | 1.57% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4,084 | $2.07M | 0.23% | +5+0.1% | Added |
| Defined Wealth Management, LLC | 3,998 | $2.07M | 1.20% | +67+1.7% | Added |
| Severin Investments, LLC | 4,000 | $2.07M | 1.84% | +1,263+46.1% | Added |