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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 4,820 | $2.50M | 1.70% | +28+0.6% | Added |
| Portus Wealth Advisors, LLC | 4,822 | $2.50M | 2.49% | +4,822 | New |
| Curtis Advisory Group, LLC | 4,822 | $2.50M | 0.57% | +582+13.7% | Added |
| OneAscent Wealth Management LLC | 4,830 | $2.50M | 0.84% | +1,174+32.1% | Added |
| Corundum Trust Company, INC | 4,830 | $2.50M | 5.43% | −112−2.3% | Reduced |
| Silver Oak Advisory Group, Inc. | 4,833 | $2.50M | 1.13% | −118−2.4% | Reduced |
| LVZ Advisors, Inc. | 4,834 | $2.50M | 0.28% | +241+5.2% | Added |
| First International Bank & Trust | 4,854 | $2.51M | 0.87% | −249−4.9% | Reduced |
| Beta Wealth Group, Inc. | 4,855 | $2.51M | 0.99% | −5,682−53.9% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 4,860 | $2.52M | 1.33% | +59+1.2% | Added |
| IFS Group,LLC | 4,844 | $2.52M | 2.21% | +4,844 | New |
| Cunning Capital Partners, LP | 4,862 | $2.52M | 1.17% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 4,865 | $2.52M | 1.16% | +3+0.1% | Added |
| Roble, Belko & Company, Inc | 4,865 | $2.52M | 0.34% | +69+1.4% | Added |
| PYA Waltman Capital, LLC | 4,872 | $2.52M | 0.68% | +51+1.1% | Added |
| Worth Asset Management, LLC | 4,875 | $2.52M | 1.14% | −2,313−32.2% | Reduced |
| Dogwood Wealth Management LLC | 4,878 | $2.53M | 1.15% | −819−14.4% | Reduced |
| apricus wealth, LLC | 4,882 | $2.53M | 1.36% | +168+3.6% | Added |
| TLWM | 4,889 | $2.53M | 0.46% | −1,148−19.0% | Reduced |
| Guardian Financial Partners, LLC | 4,896 | $2.54M | 1.07% | +1,126+29.9% | Added |
| SK Wealth Management, LLC | 4,859 | $2.54M | 0.95% | −9−0.2% | Reduced |
| Orgel Wealth Management, LLC | 4,903 | $2.54M | 0.06% | −6−0.1% | Reduced |
| SMART Wealth LLC | 4,906 | $2.54M | 0.96% | +991+25.3% | Added |
| Petix & Botte Co | 4,908 | $2.54M | 0.59% | +100+2.1% | Added |
| Lord & Richards Wealth Management, LLC | 4,917 | $2.55M | 2.33% | +110+2.3% | Added |
| Atwood & Palmer Inc | 4,928 | $2.55M | 0.15% | −197−3.8% | Reduced |
| Frederick Financial Consultants, LLC | 4,929 | $2.55M | 1.43% | +122+2.5% | Added |
| Wealth Advisors of Iowa, LLC | 4,930 | $2.55M | 0.87% | +219+4.6% | Added |
| Elser Financial Planning, Inc | 4,959 | $2.56M | 3.08% | +118+2.4% | Added |
| Broyhill Asset Management | 4,957 | $2.57M | 2.25% | −35−0.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,963 | $2.57M | 1.04% | −92−1.8% | Reduced |
| Landing Point Financial Group, LLC | 4,963 | $2.57M | 1.34% | +826+20.0% | Added |
| Avion Wealth | 4,967 | $2.57M | 0.55% | −11−0.2% | Reduced |
| Curat Global, LLC | 4,970 | $2.57M | 2.42% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 4,971 | $2.57M | 0.70% | +250+5.3% | Added |
| Strategic Financial Concepts, LLC | 4,975 | $2.58M | 0.37% | −372−7.0% | Reduced |
| Wisconsin Wealth Advisors, LLC | 4,994 | $2.59M | 2.46% | −21−0.4% | Reduced |
| Pacific Sun Financial Corp | 4,994 | $2.59M | 1.25% | +18+0.4% | Added |
| Paradigm Capital Management, LLC | 4,997 | $2.59M | 2.57% | −704−12.3% | Reduced |
| Opus Investment Management Inc | 5,000 | $2.59M | 1.61% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 5,002 | $2.59M | 0.80% | +15+0.3% | Added |
| Partners Wealth Management, LLC | 5,004 | $2.59M | 2.56% | −569−10.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,014 | $2.60M | 0.31% | +10.0% | Added |
| Tandem Financial, LLC | 5,016 | $2.60M | 0.97% | +205+4.3% | Added |
| Impact Investors, Inc | 5,018 | $2.60M | 1.71% | +288+6.1% | Added |
| Nautilus Advisors LLC | 5,023 | $2.60M | 1.75% | +6+0.1% | Added |
| 4J Wealth Management LLC | 5,025 | $2.60M | 1.53% | −30−0.6% | Reduced |
| Avenue 1 Advisors, LLC | 5,030 | $2.61M | 0.82% | +20.0% | Added |
| Vista Investment Partners II, LLC | 5,033 | $2.61M | 1.22% | +33+0.7% | Added |
| Point72 Hong Kong Ltd | 5,045 | $2.61M | 0.12% | +5,045 | New |
| RVW Wealth, LLC | 5,050 | $2.62M | 0.20% | −177−3.4% | Reduced |
| Pinnacle Wealth Management, LLC | 5,055 | $2.62M | 1.77% | −762−13.1% | Reduced |
| BlueChip Wealth Advisors LLC | 5,060 | $2.62M | 1.12% | +123+2.5% | Added |
| J Hagan Capital, Inc. | 5,063 | $2.62M | 1.59% | −149−2.9% | Reduced |
| Kraft, Davis & Associates, LLC | 4,970 | $2.63M | 0.64% | −13−0.3% | Reduced |
| Prodigy Asset Management LLC | 5,073 | $2.63M | 1.19% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 5,076 | $2.63M | 0.90% | +1,167+29.9% | Added |
| MFA Wealth Services | 5,088 | $2.64M | 1.82% | +69+1.4% | Added |
| Smallwood Wealth Investment Management, LLC | 5,097 | $2.64M | 1.36% | −40−0.8% | Reduced |
| Newport Capital Group, LLC | 5,102 | $2.64M | 1.66% | −86−1.7% | Reduced |
| WealthTrust Asset Management, LLC | 5,103 | $2.64M | 1.83% | +54+1.1% | Added |
| Berry Wealth Group, LP | 5,107 | $2.65M | 8.63% | −13,347−72.3% | Reduced |
| Laurion Capital Management LP | 5,115 | $2.65M | 0.36% | +5,115 | New |
| Broadway Wealth Solutions, Inc. | 5,122 | $2.65M | 1.49% | −78−1.5% | Reduced |
| Kaydan Wealth Management, Inc. | 5,124 | $2.65M | 0.76% | −104−2.0% | Reduced |
| Seldon Capital LP | 5,126 | $2.66M | 0.93% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,137 | $2.66M | 0.38% | +178+3.6% | Added |
| Jacksonville Wealth Management, LLC | 5,138 | $2.66M | 1.95% | −91−1.7% | Reduced |
| Sonoma Allocations LLC | 5,203 | $2.66M | 0.97% | +5,203 | New |
| Mfg Wealth Management, Inc. | 5,143 | $2.66M | 2.01% | −190−3.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 5,144 | $2.66M | 1.83% | −7,601−59.6% | Reduced |
| Samjo Management, LLC | 5,150 | $2.67M | 1.02% | −100−1.9% | Reduced |
| IMZ Advisory Inc | 5,160 | $2.67M | 0.99% | +49+1.0% | Added |
| Meriwether Wealth & Planning, LLC | 5,182 | $2.68M | 1.56% | −368−6.6% | Reduced |
| Clune & Associates, Ltd. | 5,185 | $2.69M | 0.67% | +201+4.0% | Added |
| Accredited Wealth Management, LLC | 500 | $2.69M | 2.11% | −4,771−90.5% | Reduced |
| Ulland Investment Advisors, LLC | 5,189 | $2.69M | 2.02% | +99+1.9% | Added |
| Cohen & Steers, Inc. | 5,200 | $2.69M | 0.00% | 00.0% | Unchanged |
| Sandler Capital Management | 5,206 | $2.70M | 0.99% | −875−14.4% | Reduced |
| Watershed Private Wealth LLC | 5,211 | $2.70M | 0.85% | 00.0% | Unchanged |
| Doliver Advisors, LP | 5,212 | $2.70M | 0.70% | +62+1.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 5,215 | $2.70M | 1.40% | +143+2.8% | Added |
| TrueWealth Advisors, LLC | 5,215 | $2.70M | 0.73% | −152−2.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 5,235 | $2.71M | 0.61% | +558+11.9% | Added |
| Flagstone Financial Management | 5,237 | $2.71M | 0.72% | −222−4.1% | Reduced |
| Continuum Wealth Advisors, LLC | 5,238 | $2.71M | 1.16% | +749+16.7% | Added |
| Windsor Advisory Group, LLC | 5,240 | $2.71M | 2.40% | +3,118+146.9% | Added |
| Crumly & Associates Inc. | 5,244 | $2.72M | 0.59% | +230+4.6% | Added |
| MBM Wealth Consultants, LLC | 5,250 | $2.72M | 0.68% | −129−2.4% | Reduced |
| Endowment Wealth Management, Inc. | 5,251 | $2.72M | 1.23% | +21+0.4% | Added |
| Ascension Capital Advisors, Inc. | 5,254 | $2.72M | 1.06% | 00.0% | Unchanged |
| Rezny Wealth Management, Inc. | 5,263 | $2.73M | 0.57% | +206+4.1% | Added |
| Vance Wealth, Inc. | 5,264 | $2.73M | 0.84% | +319+6.5% | Added |
| Elm Partners Management LLC | 5,295 | $2.74M | 0.14% | +3,889+276.6% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 5,306 | $2.75M | 4.72% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 5,306 | $2.75M | 0.28% | −5,082−48.9% | Reduced |
| 360 Financial, Inc. | 5,308 | $2.75M | 0.88% | −297−5.3% | Reduced |
| Twelve Points Wealth Management LLC | 5,337 | $2.76M | 0.69% | 00.0% | Unchanged |
| Prepared Retirement Institute LLC | 5,349 | $2.77M | 1.44% | −32−0.6% | Reduced |
| Great Waters Wealth Management | 5,350 | $2.77M | 0.33% | +67+1.3% | Added |