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 |
|---|---|---|---|---|---|
| Mainstream Capital Management LLC | 5,351 | $2.77M | 1.84% | +54+1.0% | Added |
| Stonekeep Investments, LLC | 5,354 | $2.77M | 1.76% | −40−0.7% | Reduced |
| Perissos Private Wealth Management, LLC | 5,361 | $2.78M | 2.02% | −31−0.6% | Reduced |
| Eleva Capital SAS | 5,363 | $2.78M | 0.73% | −11,000−67.2% | Reduced |
| Cathy Pareto & Associates, Inc | 5,363 | $2.78M | 2.10% | +66+1.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 5,245 | $2.79M | 0.94% | +497+10.5% | Added |
| RS Crum Inc. | 5,409 | $2.80M | 0.62% | +10.0% | Added |
| Sterling Group Wealth Management, LLC | 5,415 | $2.80M | 1.39% | −50−0.9% | Reduced |
| EWG Elevate Inc. | 5,421 | $2.81M | 0.88% | −741−12.0% | Reduced |
| Financial Freedom, LLC | 5,422 | $2.81M | 1.40% | +759+16.3% | Added |
| Rocky Mountain Advisers, LLC | 5,423 | $2.81M | 0.82% | −99−1.8% | Reduced |
| Main Management ETF Advisors, LLC | 5,425 | $2.81M | 0.10% | +1,027+23.4% | Added |
| Burr Financial Services, LLC | 5,442 | $2.82M | 2.09% | +2,485+84.0% | Added |
| Fosun International Ltd | 5,450 | $2.82M | 1.06% | 00.0% | Unchanged |
| Guided Capital Wealth Management, LLC | 5,456 | $2.83M | 2.42% | +51+0.9% | Added |
| MN Wealth Advisors, LLC | 5,457 | $2.83M | 1.51% | +81+1.5% | Added |
| TruNorth Capital Management, LLC | 5,458 | $2.83M | 0.56% | +187+3.5% | Added |
| Prairie Wealth Advisors, Inc. | 5,458 | $2.83M | 1.16% | −470−7.9% | Reduced |
| LifePlan Financial, LLC | 5,463 | $2.83M | 2.24% | −169−3.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 5,479 | $2.84M | 1.07% | +99+1.8% | Added |
| ESG Planning | 5,482 | $2.84M | 1.35% | +826+17.7% | Added |
| Cornerstone Planning Group LLC | 5,406 | $2.84M | 0.48% | +799+17.3% | Added |
| JMG Financial Group, Ltd. | 5,490 | $2.84M | 0.08% | −242−4.2% | Reduced |
| OneAscent Investment Solutions LLC | 5,494 | $2.85M | 3.03% | +2,141+63.9% | Added |
| Capital Management Associates | 5,500 | $2.85M | 4.25% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 5,512 | $2.85M | 1.26% | +689+14.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 5,506 | $2.85M | 0.63% | −8−0.1% | Reduced |
| Accelerate Investment Advisors LLC | 5,512 | $2.86M | 1.94% | −49−0.9% | Reduced |
| Blue Barn Wealth, LLC | 5,515 | $2.86M | 1.25% | +5+0.1% | Added |
| PSI Advisors, LLC | 5,526 | $2.86M | 0.74% | −5,272−48.8% | Reduced |
| Pineridge Advisors LLC | 5,533 | $2.87M | 0.82% | −158−2.8% | Reduced |
| Strive Asset Management, LLC | 5,536 | $2.87M | 1.55% | +46+0.8% | Added |
| Prescott Group Capital Management, L.L.C. | 5,538 | $2.87M | 0.30% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,542 | $2.87M | 2.04% | −21−0.4% | Reduced |
| Investmark Advisory Group LLC | 5,545 | $2.87M | 1.25% | +20.0% | Added |
| Pure Portfolios Holdings LLC | 5,565 | $2.88M | 0.90% | −88−1.6% | Reduced |
| Clifford Group, LLC | 5,589 | $2.89M | 2.25% | −429−7.1% | Reduced |
| Encompass More Asset Management | 5,595 | $2.90M | 0.56% | +147+2.7% | Added |
| Pennington Partners & Co., LLC | 5,596 | $2.90M | 1.37% | −89−1.6% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 5,594 | $2.90M | 1.30% | +3,752+203.7% | Added |
| Concorde Asset Management, LLC | 5,625 | $2.90M | 1.21% | +5,625 | New |
| Wallace Advisory Group, LLC | 5,834 | $2.90M | 2.33% | −1,514−20.6% | Reduced |
| Brady Martz Wealth Solutions, LLC | 5,610 | $2.91M | 0.53% | −59−1.0% | Reduced |
| Boston Partners | 5,617 | $2.91M | 0.00% | +5,617 | New |
| BCS Wealth Management | 5,627 | $2.91M | 0.66% | −3,242−36.6% | Reduced |
| Neumann Capital Management, LLC | 5,629 | $2.92M | 0.85% | −665−10.6% | Reduced |
| Hoge Financial Services, LLC | 5,635 | $2.92M | 1.67% | +264+4.9% | Added |
| Aspiring Ventures, LLC | 5,637 | $2.92M | 1.03% | +1,264+28.9% | Added |
| Paloma Partners Management Co | 5,639 | $2.92M | 0.58% | +2,365+72.2% | Added |
| Baker Boyer National Bank | 5,643 | $2.92M | 0.97% | −3,013−34.8% | Reduced |
| KFA Private Wealth Group, LLC | 5,643 | $2.92M | 0.83% | −421−6.9% | Reduced |
| Heritage Investment Group, Inc. | 5,643 | $2.92M | 0.47% | +170+3.1% | Added |
| Ridgewood Investments LLC | 5,656 | $2.93M | 1.24% | −711−11.2% | Reduced |
| Hara Capital LLC | 5,657 | $2.93M | 1.73% | −245−4.2% | Reduced |
| Cornerstone National Bank & Trust Co | 5,662 | $2.93M | 1.20% | −10−0.2% | Reduced |
| Collective Family Office LLC | 5,664 | $2.93M | 0.70% | −109−1.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 5,668 | $2.94M | 2.58% | −11,223−66.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,679 | $2.94M | 0.47% | +153+2.8% | Added |
| Planned Solutions, Inc. | 5,680 | $2.94M | 1.02% | +705+14.2% | Added |
| Acima Private Wealth, LLC | 5,697 | $2.95M | 0.92% | +92+1.6% | Added |
| Level Wealth Management LLC | 5,708 | $2.96M | 1.56% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 5,719 | $2.96M | 2.31% | −98−1.7% | Reduced |
| Breakthru Advisory Services, LLC | 5,732 | $2.97M | 1.95% | +5,732 | New |
| Capital Advisory Group Advisory Services, LLC | 5,735 | $2.97M | 0.92% | +212+3.8% | Added |
| Vista Cima Wealth Management LLC | 5,741 | $2.97M | 2.48% | −4,623−44.6% | Reduced |
| RPS Advisory Solutions LLC | 5,745 | $2.98M | 1.46% | +75+1.3% | Added |
| Apex Wealth Management, LLC | 5,747 | $2.98M | 2.13% | −27−0.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 5,748 | $2.98M | 2.03% | −150−2.5% | Reduced |
| Holistic Financial Partners | 5,752 | $2.98M | 1.22% | +629+12.3% | Added |
| Integrity Wealth Advisors, Inc. | 5,853 | $2.98M | 1.07% | +2,620+81.0% | Added |
| Petra Financial Advisors Inc | 5,756 | $2.98M | 1.74% | −4−0.1% | Reduced |
| AtlasMark Financial, Inc | 5,761 | $2.98M | 1.99% | 00.0% | Unchanged |
| Silverberg Bernstein Capital Management LLC | 5,762 | $2.98M | 1.81% | +1,000+21.0% | Added |
| Obsidian Personal Planning Solutions LLC | 5,789 | $3.00M | 1.04% | +729+14.4% | Added |
| Johnson & White Wealth Management, LLC | 5,795 | $3.00M | 1.37% | −42−0.7% | Reduced |
| Sage Capital Management, LLC | 5,813 | $3.01M | 1.35% | +7+0.1% | Added |
| Johnson Financial Group, LLC | 5,817 | $3.01M | 0.28% | +161+2.8% | Added |
| Flow Traders U.S. LLC | 5,821 | $3.02M | 0.12% | +5,821 | New |
| Numerai GP LLC | 5,822 | $3.02M | 0.43% | +5,822 | New |
| Driehaus Capital Management LLC | 5,833 | $3.02M | 0.02% | −1,289−18.1% | Reduced |
| Grant Street Asset Management, Inc. | 5,844 | $3.03M | 0.64% | +25+0.4% | Added |
| Integras Partners LLC | 5,845 | $3.03M | 2.45% | −24−0.4% | Reduced |
| Point72 Europe (London) LLP | 5,848 | $3.03M | 0.16% | −63,647−91.6% | Reduced |
| Atlas Wealth Partners, LLC | 5,851 | $3.03M | 3.09% | −188−3.1% | Reduced |
| CogentBlue Wealth Advisors, LLC | 5,852 | $3.03M | 2.07% | −71−1.2% | Reduced |
| Painted Porch Advisors LLC | 5,854 | $3.03M | 1.16% | +18+0.3% | Added |
| Antonelli Financial Advisors, LLC | 5,861 | $3.04M | 2.06% | −108−1.8% | Reduced |
| WPG Advisers, LLC | 5,863 | $3.04M | 2.35% | +74+1.3% | Added |
| Lipe & Dalton | 5,868 | $3.04M | 1.51% | −110−1.8% | Reduced |
| J. Team Financial, Inc. | 5,869 | $3.04M | 3.08% | +5,869 | New |
| Tolleson Wealth Management, Inc. | 5,876 | $3.04M | 0.47% | +607+11.5% | Added |
| Ruggaard & Associates LLC | 5,882 | $3.05M | 1.14% | −10.0% | Reduced |
| M3 Advisory Group, LLC | 5,883 | $3.05M | 1.90% | +307+5.5% | Added |
| Kingdom Financial Group LLC. | 5,881 | $3.05M | 1.86% | +3,858+190.7% | Added |
| Peoples Bank | 5,886 | $3.05M | 1.87% | −16−0.3% | Reduced |
| Creekside Partners | 5,889 | $3.05M | 1.34% | −56−0.9% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,897 | $3.05M | 0.60% | −19−0.3% | Reduced |
| Per Stirling Capital Management, LLC. | 5,898 | $3.05M | 0.37% | +94+1.6% | Added |
| Sequent Planning LLC | 5,914 | $3.06M | 0.87% | +44+0.7% | Added |
| Potomac Fund Management Inc | 5,926 | $3.07M | 0.13% | +150+2.6% | Added |