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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 4,390 | $2.27M | 0.59% | +80+1.9% | Added |
| Rock Point Advisors, LLC | 4,393 | $2.28M | 0.60% | −79−1.8% | Reduced |
| Cravens & Co Advisors, LLC | 4,393 | $2.28M | 1.55% | −9−0.2% | Reduced |
| Promethium Advisors,llc | 4,393 | $2.28M | 1.30% | +54+1.2% | Added |
| Inspire Advisors, LLC | 4,393 | $2.28M | 0.22% | +11+0.3% | Added |
| Shelton Wealth Management, LLC | 4,399 | $2.28M | 1.06% | −1,282−22.6% | Reduced |
| Client First Investment Management LLC | 4,400 | $2.28M | 1.16% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 4,411 | $2.28M | 0.39% | −442−9.1% | Reduced |
| Payne Capital Management, LLC | 4,420 | $2.29M | 0.74% | +380+9.4% | Added |
| Kelly Financial Services LLC | 4,437 | $2.30M | 0.60% | −20−0.4% | Reduced |
| Wallace Hart LLC | 4,440 | $2.30M | 1.69% | +1,193+36.7% | Added |
| Rather & Kittrell, Inc. | 4,441 | $2.30M | 0.40% | +1,009+29.4% | Added |
| Voisard Asset Management Group, Inc. | 4,450 | $2.31M | 0.53% | +264+6.3% | Added |
| Marotta Asset Management | 4,437 | $2.31M | 0.43% | +5+0.1% | Added |
| Wiser Advisor Group LLC | 4,455 | $2.31M | 2.87% | +170+4.0% | Added |
| Malaga Cove Capital, LLC | 4,455 | $2.31M | 0.84% | −8−0.2% | Reduced |
| Prospect Financial Services LLC | 4,460 | $2.31M | 1.33% | +164+3.8% | Added |
| Counterpoint Mutual Funds LLC | 4,460 | $2.31M | 0.18% | +4,460 | New |
| Hansen & Associates Financial Group, Inc. | 4,550 | $2.31M | 1.28% | −12−0.3% | Reduced |
| Peterson Wealth Advisors, LLC | 4,426 | $2.32M | 0.35% | +41+0.9% | Added |
| Southern Capital Advisors, LLC | 4,498 | $2.33M | 1.09% | −40−0.9% | Reduced |
| BluePath Capital Management, LLC | 4,499 | $2.33M | 1.70% | +527+13.3% | Added |
| Optimas Capital Ltd | 4,500 | $2.33M | 1.47% | +4,500 | New |
| North Forty Two & Co. | 4,504 | $2.33M | 2.28% | −200−4.3% | Reduced |
| Clearview Wealth Advisors LLC | 4,506 | $2.33M | 1.49% | −87−1.9% | Reduced |
| Unified Investment Management | 4,507 | $2.33M | 2.33% | −30−0.7% | Reduced |
| Element Pointe Advisors, LLC | 4,522 | $2.34M | 0.50% | +166+3.8% | Added |
| Prospect Financial Group LLC | 4,523 | $2.34M | 2.29% | −10−0.2% | Reduced |
| American National Bank of Texas | 4,525 | $2.34M | 2.21% | +4,525 | New |
| Trinity Financial Advisors LLC | 4,541 | $2.35M | 0.68% | +213+4.9% | Added |
| Sterling Wealth Management, Inc. | 4,548 | $2.36M | 0.71% | −550−10.8% | Reduced |
| Essential Planning, LLC. | 4,548 | $2.36M | 0.81% | +62+1.4% | Added |
| Sheets Smith Investment Management | 4,550 | $2.36M | 1.53% | +1,307+40.3% | Added |
| Selective Wealth Management, Inc. | 4,498 | $2.36M | 0.76% | −96−2.1% | Reduced |
| Drum Hill Capital, LLC | 4,560 | $2.36M | 2.56% | −53−1.1% | Reduced |
| Hanover Advisors Inc | 4,561 | $2.36M | 0.92% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,562 | $2.36M | 1.33% | −48,106−91.3% | Reduced |
| Muirfield Wealth Advisors LLC | 4,566 | $2.36M | 1.75% | +90+2.0% | Added |
| Long Road Investment Counsel, LLC | 4,567 | $2.37M | 0.84% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4,575 | $2.37M | 1.01% | −14−0.3% | Reduced |
| Ratan Capital Management LP | 4,589 | $2.38M | 1.28% | −43,392−90.4% | Reduced |
| Account Management LLC | 4,595 | $2.38M | 2.54% | 00.0% | Unchanged |
| OxenFree Capital LLC | 4,535 | $2.38M | 1.31% | +31+0.7% | Added |
| Brown Wealth Management, LLC | 4,596 | $2.38M | 0.67% | +608+15.2% | Added |
| NerdWallet Wealth Partners, LLC | 4,601 | $2.38M | 1.21% | +4,601 | New |
| TB Capital Gestao de Recursos Ltda. | 4,602 | $2.38M | 1.83% | +724+18.7% | Added |
| A4 Wealth Advisors LLC | 4,607 | $2.39M | 2.01% | +4,607 | New |
| Retirement Guys Formula LLC | 4,611 | $2.39M | 0.84% | −122−2.6% | Reduced |
| Littlejohn Financial Services, Inc. | 4,614 | $2.39M | 1.74% | −2,427−34.5% | Reduced |
| Cannon Wealth Management Services, LLC | 4,627 | $2.40M | 1.81% | −61−1.3% | Reduced |
| Windsor Capital Management, LLC | 4,643 | $2.41M | 0.66% | −26−0.6% | Reduced |
| Lockerman Financial Group, Inc. | 4,644 | $2.41M | 3.03% | +475+11.4% | Added |
| Smart Portfolios, LLC | 4,646 | $2.41M | 2.32% | +53+1.2% | Added |
| ORBA Wealth Advisors, L.L.C. | 4,649 | $2.41M | 1.98% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 4,652 | $2.41M | 0.53% | +80+1.7% | Added |
| Womack Financial LLC | 4,653 | $2.41M | 1.83% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 4,662 | $2.41M | 0.99% | −1,323−22.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,666 | $2.42M | 0.09% | −1,246−21.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,667 | $2.42M | 0.76% | +34+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 5,620 | $2.42M | 0.34% | +472+9.2% | Added |
| Brooktree Capital Management | 4,670 | $2.42M | 1.54% | −257−5.2% | Reduced |
| Riverview Trust Co | 4,677 | $2.42M | 2.93% | 00.0% | Unchanged |
| Postrock Partners LLC | 4,683 | $2.43M | 1.07% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 4,685 | $2.43M | 0.75% | +1,216+35.1% | Added |
| Lingohr & Partner Asset Management GmbH | 4,687 | $2.43M | 4.24% | +7+0.1% | Added |
| Prairiewood Capital, LLC | 4,689 | $2.43M | 0.81% | +163+3.6% | Added |
| Warner Group LLC | 4,690 | $2.43M | 1.67% | +4,690 | New |
| ERn Financial, LLC | 4,697 | $2.43M | 0.48% | −254−5.1% | Reduced |
| Cypress Capital, LLC | 4,706 | $2.44M | 0.70% | −85−1.8% | Reduced |
| Abound Financial, LLC | 4,707 | $2.44M | 0.98% | −1,493−24.1% | Reduced |
| Tripletail Wealth Management, LLC | 4,646 | $2.44M | 2.89% | +3+0.1% | Added |
| Catalyst Private Wealth, LLC | 4,710 | $2.44M | 1.07% | +206+4.6% | Added |
| Reston Wealth Management LLC | 4,715 | $2.44M | 0.79% | +50+1.1% | Added |
| Lion Street Advisors, LLC | 7,375 | $2.45M | 0.85% | −533−6.7% | Reduced |
| Willow Creek Wealth Management Inc. | 4,730 | $2.45M | 0.20% | +478+11.2% | Added |
| Shulman DeMeo Asset Management LLC | 4,734 | $2.45M | 0.56% | −13−0.3% | Reduced |
| 4WEALTH Advisors, Inc. | 4,741 | $2.46M | 2.27% | +343+7.8% | Added |
| Alexis Investment Partners, LLC | 4,765 | $2.46M | 0.99% | +349+7.9% | Added |
| Latash Investments, LLC | 4,750 | $2.46M | 1.79% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 4,751 | $2.46M | 1.24% | −951−16.7% | Reduced |
| Vertex Planning Partners, LLC | 4,762 | $2.47M | 0.47% | +235+5.2% | Added |
| KRS Capital Management, LLC | 4,764 | $2.47M | 1.49% | +20.0% | Added |
| Hobbs Group Advisors, LLC | 4,765 | $2.47M | 0.77% | −29−0.6% | Reduced |
| Independent Family Office, LLC | 4,767 | $2.47M | 1.04% | 00.0% | Unchanged |
| M1 Capital Management LLC | 4,768 | $2.47M | 1.07% | +498+11.7% | Added |
| Xcel Wealth Management, LLC | 4,770 | $2.47M | 0.64% | +39+0.8% | Added |
| Echo45 Advisors LLC | 4,777 | $2.47M | 1.45% | −25−0.5% | Reduced |
| Code Waechter LLC | 4,818 | $2.47M | 1.61% | +205+4.4% | Added |
| Asset Planning,Inc | 4,778 | $2.47M | 1.79% | +3+0.1% | Added |
| Eagle Harbor Asset Management Inc | 4,781 | $2.48M | 2.16% | +29+0.6% | Added |
| O'Brien Wealth Partners LLC | 4,784 | $2.48M | 0.34% | +2,915+156.0% | Added |
| Comprehensive Wealth Management, LLC | 4,792 | $2.48M | 1.76% | +129+2.8% | Added |
| Plan Group Financial, LLC | 4,797 | $2.48M | 0.67% | +522+12.2% | Added |
| Cassia Capital Partners, LLC | 4,805 | $2.49M | 1.36% | +280+6.2% | Added |
| Advanced Portfolio Management, LLC | 4,842 | $2.49M | 6.49% | +5+0.1% | Added |
| Pacific Center for Financial Services | 4,813 | $2.49M | 0.64% | −58−1.2% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 4,815 | $2.49M | 2.40% | −308−6.0% | Reduced |
| Tudor Financial Inc. | 4,817 | $2.49M | 1.33% | −168−3.4% | Reduced |
| Cedar Mountain Advisors, LLC | 4,817 | $2.49M | 0.49% | +295+6.5% | Added |
| Warburton Capital Management, LLC | 4,802 | $2.50M | 1.50% | +108+2.3% | Added |