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 |
|---|---|---|---|---|---|
| First Wilshire Securities Management Inc | 4,000 | $2.07M | 0.55% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 4,001 | $2.07M | 1.11% | 00.0% | Unchanged |
| Alpha Zero LLC | 4,004 | $2.07M | 1.20% | −42−1.0% | Reduced |
| Sterling Financial Group, Inc. | 4,007 | $2.08M | 0.66% | −143−3.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,010 | $2.08M | 0.54% | −19,853−83.2% | Reduced |
| Guidance Point Advisors, LLC | 4,013 | $2.08M | 0.50% | −274−6.4% | Reduced |
| Argus Investors' Counsel, Inc. | 4,019 | $2.08M | 1.66% | −1,146−22.2% | Reduced |
| Frazier Financial Advisors, LLC | 4,021 | $2.08M | 1.28% | −153−3.7% | Reduced |
| Future Fund LLC | 4,025 | $2.08M | 0.74% | +805+25.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 4,031 | $2.09M | 0.21% | +56+1.4% | Added |
| Rebalance, LLC | 4,035 | $2.09M | 0.13% | +26+0.6% | Added |
| New Vernon Investment Management LLC | 4,042 | $2.09M | 1.95% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 4,011 | $2.10M | 1.48% | −20.0% | Reduced |
| FSA Wealth Management LLC | 4,053 | $2.10M | 0.77% | −451−10.0% | Reduced |
| Powell Investment Advisors, LLC | 4,056 | $2.10M | 0.73% | 00.0% | Unchanged |
| Define Financial, LLC | 4,059 | $2.10M | 1.26% | +1,262+45.1% | Added |
| Bernardo Wealth Planning LLC | 4,059 | $2.10M | 0.41% | +140+3.6% | Added |
| Georgetown University | 4,066 | $2.11M | 0.70% | +6+0.1% | Added |
| BayBridge Capital Group, LLC | 4,067 | $2.11M | 1.34% | −1,063−20.7% | Reduced |
| Narus Financial Partners, LLC | 4,077 | $2.11M | 0.58% | +353+9.5% | Added |
| Phocas Financial Corp. | 4,080 | $2.11M | 0.27% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 4,083 | $2.11M | 1.04% | +1,059+35.0% | Added |
| Yoder Wealth Management, Inc. | 4,084 | $2.12M | 1.00% | +278+7.3% | Added |
| Keystone Financial Services | 4,093 | $2.12M | 0.66% | +244+6.3% | Added |
| Stordahl Capital Management, Inc. | 4,094 | $2.12M | 0.45% | −867−17.5% | Reduced |
| Intelligence Driven Advisers, LLC | 4,098 | $2.12M | 0.29% | +55+1.4% | Added |
| Ironwood Investment Management LLC | 4,101 | $2.12M | 0.93% | −12−0.3% | Reduced |
| Crane Advisory, LLC | 4,070 | $2.13M | 0.33% | +21+0.5% | Added |
| RMR Capital Management, LLC | 4,107 | $2.13M | 1.49% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4,113 | $2.13M | 1.52% | +109+2.7% | Added |
| Groesbeck Investment Management Corp | 4,116 | $2.13M | 4.16% | −1,300−24.0% | Reduced |
| Haven Private, LLC | 4,151 | $2.15M | 0.95% | −3,441−45.3% | Reduced |
| Capital Square, LLC | 4,151 | $2.15M | 1.10% | −92−2.2% | Reduced |
| PFG Private Wealth Management, LLC | 4,152 | $2.15M | 0.96% | −368−8.1% | Reduced |
| Integrity Wealth Solutions LLC | 4,152 | $2.15M | 0.96% | −128−3.0% | Reduced |
| Absolute Capital Management, LLC | 4,160 | $2.15M | 0.92% | +135+3.4% | Added |
| Glass Jacobson Investment Advisors llc | 4,160 | $2.15M | 0.78% | −16−0.4% | Reduced |
| WFA of San Diego, LLC | 4,164 | $2.16M | 1.47% | −20.0% | Reduced |
| Grove Street Fiduciary, LLC | 4,166 | $2.16M | 1.02% | 00.0% | Unchanged |
| Cowa, LLC | 4,172 | $2.16M | 0.72% | +12+0.3% | Added |
| Redwood Financial Network Corp | 4,176 | $2.16M | 1.37% | +110+2.7% | Added |
| Baer Investment Advisory LLC | 4,177 | $2.16M | 2.71% | +242+6.1% | Added |
| Wiser Wealth Management, Inc | 4,178 | $2.16M | 0.49% | +618+17.4% | Added |
| Sar Wealth Management Group, LLC | 4,182 | $2.17M | 1.24% | +481+13.0% | Added |
| IVC Wealth Advisors LLC | 4,186 | $2.17M | 0.97% | +185+4.6% | Added |
| Geometric Wealth Advisors | 4,188 | $2.17M | 0.29% | −539−11.4% | Reduced |
| American Financial Advisors, LLC | 4,189 | $2.17M | 0.28% | −41−1.0% | Reduced |
| Trademark Financial Management, LLC | 4,190 | $2.17M | 1.26% | −191−4.4% | Reduced |
| Coordinated Financial Services, Inc. | 4,193 | $2.17M | 1.39% | +17+0.4% | Added |
| Hartmann Taylor Wealth Management, LLC | 4,194 | $2.17M | 1.56% | +84+2.0% | Added |
| Valued Retirements, Inc. | 4,370 | $2.17M | 2.45% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 4,200 | $2.18M | 2.83% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 4,211 | $2.18M | 1.32% | −56−1.3% | Reduced |
| C M Bidwell & Associates Ltd | 4,212 | $2.18M | 1.05% | +170+4.2% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,215 | $2.18M | 0.46% | +44+1.1% | Added |
| jvl associates llc | 4,217 | $2.18M | 0.72% | +79+1.9% | Added |
| Gerber, LLC | 4,227 | $2.19M | 1.38% | −2,920−40.9% | Reduced |
| Clear Investment Research, LLC | 4,229 | $2.19M | 2.93% | −16−0.4% | Reduced |
| Tacita Capital Inc | 4,231 | $2.19M | 1.32% | +22+0.5% | Added |
| Scientech Research LLC | 4,232 | $2.19M | 0.76% | −2,263−34.8% | Reduced |
| 1620 Investment Advisors, Inc. | 4,234 | $2.19M | 1.49% | −63−1.5% | Reduced |
| Vantage Point Financial LLC | 4,234 | $2.19M | 0.85% | +260+6.5% | Added |
| Sierra Ocean, LLC | 4,235 | $2.19M | 1.84% | −165−3.8% | Reduced |
| Seed Wealth Management, Inc. | 4,239 | $2.20M | 1.52% | −2,164−33.8% | Reduced |
| Eclectic Associates Inc | 4,244 | $2.20M | 0.40% | −285−6.3% | Reduced |
| Cedar Wealth Management, LLC | 4,246 | $2.20M | 0.67% | −13−0.3% | Reduced |
| CAP Partners, LLC | 4,248 | $2.20M | 1.25% | +32+0.8% | Added |
| Castleview Partners, LLC | 4,250 | $2.20M | 1.20% | +24+0.6% | Added |
| Armstrong, Fleming & Moore, Inc | 4,257 | $2.20M | 1.05% | −163−3.7% | Reduced |
| Private Capital Advisors, Inc. | 4,261 | $2.21M | 0.25% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,262 | $2.21M | 0.96% | −547−11.4% | Reduced |
| Gridiron Partners, LLC | 4,265 | $2.21M | 1.26% | 00.0% | Unchanged |
| Planning Center, Inc. | 4,267 | $2.21M | 0.23% | +20.0% | Added |
| Element Wealth, LLC | 4,269 | $2.21M | 0.96% | +25+0.6% | Added |
| Mayfair Advisory Group, LLC | 4,269 | $2.21M | 0.95% | +71+1.7% | Added |
| Whipplewood Advisors, LLC | 4,270 | $2.21M | 1.45% | −4,141−49.2% | Reduced |
| Illumine Investment Management, LLC | 4,270 | $2.21M | 1.58% | 00.0% | Unchanged |
| BXM Wealth LLC | 4,281 | $2.22M | 2.10% | +812+23.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 4,283 | $2.22M | 2.38% | +693+19.3% | Added |
| Lakeshore Capital Group, Inc. | 4,288 | $2.22M | 1.79% | +149+3.6% | Added |
| Strategic Financial Partners, Ltd. | 4,288 | $2.22M | 1.02% | −170−3.8% | Reduced |
| Momentous Wealth Management, Inc. | 4,299 | $2.23M | 1.41% | −474−9.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,300 | $2.23M | 1.08% | −109−2.5% | Reduced |
| EHP Funds Inc. | 4,301 | $2.23M | 2.93% | +4,301 | New |
| Kearns & Associates LLC | 4,305 | $2.23M | 1.18% | +5+0.1% | Added |
| Campbell Deegan Wealth Management, LLC | 4,309 | $2.23M | 1.99% | +12+0.3% | Added |
| Capital Squared Financial LLC | 4,312 | $2.23M | 1.94% | +533+14.1% | Added |
| Brio Consultants, LLC | 4,316 | $2.24M | 0.31% | +372+9.4% | Added |
| Verus Financial Partners, Inc. | 4,323 | $2.24M | 0.22% | +974+29.1% | Added |
| Eq Wealth Advisors, LLC | 4,329 | $2.24M | 1.47% | +10.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,329 | $2.24M | 0.39% | −187−4.1% | Reduced |
| Invested Advisors | 5,295 | $2.25M | 3.27% | +5,295 | New |
| Discipline Wealth Solutions, LLC | 4,341 | $2.25M | 0.59% | +697+19.1% | Added |
| Thoma Capital Management LLC | 4,349 | $2.25M | 1.29% | −213−4.7% | Reduced |
| Strategic Investment Solutions, Inc. | 4,355 | $2.26M | 0.60% | −174−3.8% | Reduced |
| Momentum Wealth Planning, LLC | 4,360 | $2.26M | 1.76% | +3,883+814.0% | Added |
| Riverstone Advisors, LLC | 4,362 | $2.26M | 1.11% | +70+1.6% | Added |
| Next Capital Management LLC | 4,371 | $2.26M | 0.76% | −677−13.4% | Reduced |
| Red Tortoise LLC | 4,375 | $2.27M | 0.99% | +108+2.5% | Added |
| Bell Investment Advisors, Inc | 4,381 | $2.27M | 0.37% | −158−3.5% | Reduced |