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
- 2,582 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 |
|---|---|---|---|---|---|
| Potomac Fund Management Inc | 5,926 | $3.07M | 0.13% | +150+2.6% | Added |
| Smart Money Group LLC | 5,936 | $3.07M | 0.91% | +125+2.2% | Added |
| Intrepid Capital Management Inc | 5,941 | $3.08M | 1.21% | −124−2.0% | Reduced |
| Saiph Capital, LLC | 5,945 | $3.08M | 1.11% | +445+8.1% | Added |
| Vista Private Wealth Partners. LLC | 6,200 | $3.08M | 0.96% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 5,957 | $3.09M | 1.23% | +138+2.4% | Added |
| Portolan Capital Management, LLC | 5,972 | $3.09M | 0.17% | −325−5.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,975 | $3.09M | 0.83% | −627−9.5% | Reduced |
| Defined Financial Planning LLC | 5,912 | $3.10M | 2.57% | −219−3.6% | Reduced |
| PCG Wealth Advisors, LLC | 5,995 | $3.11M | 0.90% | +35+0.6% | Added |
| Viking Fund Management LLC | 6,000 | $3.11M | 0.38% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 6,000 | $3.11M | 2.45% | 00.0% | Unchanged |
| Birnam Oak Advisors, LP | 6,000 | $3.11M | 0.76% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 6,000 | $3.11M | 0.21% | +2,943+96.3% | Added |
| Gruss & Co., LLC | 6,000 | $3.11M | 8.10% | +3,000+100.0% | Added |
| Ascent Capital Management, LLC | 6,007 | $3.11M | 2.48% | +95+1.6% | Added |
| Paulson Wealth Management Inc. | 6,012 | $3.11M | 0.74% | −138−2.2% | Reduced |
| Milestones Private Investment Advisors LLC | 6,022 | $3.12M | 2.13% | −22−0.4% | Reduced |
| Guild Investment Management, Inc. | 6,023 | $3.12M | 2.48% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 6,035 | $3.13M | 2.36% | −403−6.3% | Reduced |
| Legacy Financial Group, Inc. | 6,038 | $3.13M | 0.86% | −212−3.4% | Reduced |
| Heck Capital Advisors, LLC | 6,041 | $3.13M | 0.24% | +245+4.2% | Added |
| Disciplined Investors, L.L.C. | 6,043 | $3.13M | 2.23% | +771+14.6% | Added |
| Copperleaf Capital, LLC | 6,048 | $3.13M | 1.50% | −255−4.0% | Reduced |
| Cascade Investment Group, Inc. | 6,052 | $3.13M | 2.07% | −93−1.5% | Reduced |
| Arbor Capital Management Inc | 6,068 | $3.14M | 2.52% | −16−0.3% | Reduced |
| Sanchez Wealth Management Group | 6,058 | $3.14M | 0.70% | −5−0.1% | Reduced |
| Innova Wealth Partners | 6,072 | $3.14M | 1.70% | +152+2.6% | Added |
| Foresight Capital Management Advisors, Inc. | 6,075 | $3.15M | 1.77% | −394−6.1% | Reduced |
| Claris Advisors, LLC | 6,326 | $3.15M | 1.09% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 6,079 | $3.15M | 0.48% | +601+11.0% | Added |
| Eads & Heald Wealth Management | 6,094 | $3.16M | 1.51% | −116−1.9% | Reduced |
| Strathmore Capital Advisors, Inc. | 6,107 | $3.16M | 1.30% | +174+2.9% | Added |
| Castle Hook Partners LP | 6,113 | $3.17M | 0.05% | −1,046−14.6% | Reduced |
| Stonegate Management LLC | 6,114 | $3.17M | 2.10% | +6,114 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,124 | $3.17M | 0.02% | +3,513+134.5% | Added |
| Truxt Investmentos Ltda. | 6,124 | $3.17M | 4.45% | +6,124 | New |
| Check Capital Management Inc | 6,126 | $3.17M | 0.20% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 6,126 | $3.17M | 1.30% | +3,677+150.1% | Added |
| Formulate Financial LLC | 6,129 | $3.17M | 3.94% | +6,129 | New |
| Meadowbrook Wealth Management, LLC | 6,136 | $3.18M | 3.30% | +6,136 | New |
| Chase Investment Counsel Corp | 6,150 | $3.19M | 0.94% | +91+1.5% | Added |
| Abound Wealth Management | 6,150 | $3.19M | 0.80% | +128+2.1% | Added |
| Macroview Investment Management LLC | 6,154 | $3.19M | 2.39% | +65+1.1% | Added |
| Tableaux LLC | 6,156 | $3.19M | 1.28% | −2,203−26.4% | Reduced |
| Magnolia Private Wealth, LLC | 6,159 | $3.19M | 2.34% | +260+4.4% | Added |
| Retirement Income Solutions, Inc | 6,164 | $3.19M | 0.55% | +146+2.4% | Added |
| Armor Investment Advisors, LLC | 6,171 | $3.20M | 1.01% | +52+0.8% | Added |
| Lantern Wealth Advisors, LLC | 6,172 | $3.20M | 1.69% | −168−2.6% | Reduced |
| Palacios Wealth Management, LLC | 6,173 | $3.20M | 2.11% | +726+13.3% | Added |
| CastleKnight Management LP | 6,180 | $3.20M | 0.17% | −1,000−13.9% | Reduced |
| Meritas Wealth Management, LLC | 6,181 | $3.20M | 1.59% | +1,428+30.0% | Added |
| Yarger Wealth Strategies, LLC | 6,184 | $3.20M | 1.47% | +300+5.1% | Added |
| Wincap Financial LLC | 6,197 | $3.21M | 2.22% | +226+3.8% | Added |
| Vivid Wealth Management, LLC | 6,205 | $3.21M | 1.28% | −616−9.0% | Reduced |
| X-Square Capital, LLC | 6,209 | $3.22M | 1.00% | +91+1.5% | Added |
| Wood Tarver Financial Group, LLC | 6,220 | $3.22M | 0.95% | −160−2.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 6,221 | $3.22M | 0.83% | −5,310−46.0% | Reduced |
| Cortland Associates Inc | 6,223 | $3.22M | 0.38% | −440−6.6% | Reduced |
| Cura Wealth Advisors, LLC | 6,223 | $3.22M | 1.24% | +333+5.7% | Added |
| Capstone Wealth Management Group LLC | 6,227 | $3.23M | 2.06% | +34+0.5% | Added |
| Hummer Financial Advisory Services Inc | 6,229 | $3.23M | 2.35% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6,253 | $3.24M | 0.84% | +535+9.4% | Added |
| First Hawaiian Bank | 6,254 | $3.24M | 0.42% | +20.0% | Added |
| Hofer & Associates. Inc | 6,279 | $3.25M | 1.86% | +1,993+46.5% | Added |
| Acorn Creek Capital LLC | 6,285 | $3.26M | 1.23% | −33−0.5% | Reduced |
| Net Worth Advisory Group | 6,286 | $3.26M | 0.94% | −4,130−39.7% | Reduced |
| Traub Capital Management LLC | 6,289 | $3.26M | 3.22% | +76+1.2% | Added |
| Doheny Asset Management | 6,291 | $3.26M | 2.07% | −10−0.2% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 6,291 | $3.26M | 1.84% | +95+1.5% | Added |
| WestHill Financial Advisors, Inc. | 6,295 | $3.26M | 0.64% | −6−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 6,304 | $3.27M | 1.06% | −383−5.7% | Reduced |
| Charter Research & Investment Group, Inc. | 6,312 | $3.27M | 2.26% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6,312 | $3.27M | 0.23% | −51−0.8% | Reduced |
| Mainsail Asset Management, LLC | 6,314 | $3.27M | 1.43% | +1,460+30.1% | Added |
| Sharkey, Howes & Javer | 6,316 | $3.27M | 0.42% | −38−0.6% | Reduced |
| G&S Capital LLC | 6,319 | $3.27M | 1.21% | +76+1.2% | Added |
| Retirement Capital Strategies | 6,319 | $3.27M | 1.26% | −301−4.5% | Reduced |
| GK Wealth Management LLC | 6,319 | $3.27M | 2.43% | −116−1.8% | Reduced |
| RD Lewis Holdings, Inc. | 6,405 | $3.27M | 3.07% | +17+0.3% | Added |
| Hopwood Financial Services, Inc. | 6,331 | $3.28M | 2.19% | +14+0.2% | Added |
| Kennedy Investment Group | 6,332 | $3.28M | 1.30% | +47+0.7% | Added |
| FreeGulliver LLC | 6,332 | $3.28M | 1.47% | +4,243+203.1% | Added |
| Aspen Wealth Strategies, LLC | 6,335 | $3.28M | 1.84% | +40+0.6% | Added |
| IFG Advisors, LLC | 6,338 | $3.28M | 0.54% | +33+0.5% | Added |
| MBA Advisors LLC | 6,339 | $3.28M | 1.40% | −151−2.3% | Reduced |
| Hickory Point Bank & Trust | 6,339 | $3.28M | 2.45% | −67−1.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,345 | $3.29M | 0.28% | +313+5.2% | Added |
| Matrix Trust Co | 6,348 | $3.29M | 0.51% | −216−3.3% | Reduced |
| Aurdan Capital Management, LLC | 6,354 | $3.29M | 1.05% | −67−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 6,357 | $3.29M | 0.92% | +769+13.8% | Added |
| Birchbrook, Inc. | 6,362 | $3.30M | 1.70% | −30−0.5% | Reduced |
| Intrepid Financial Planning Group LLC | 6,364 | $3.30M | 1.26% | −144−2.2% | Reduced |
| N.E.W. Advisory Services LLC | 6,364 | $3.30M | 0.29% | −243−3.7% | Reduced |
| RoundAngle Advisors LLC | 6,375 | $3.30M | 2.56% | −79−1.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 6,381 | $3.31M | 1.74% | −90−1.4% | Reduced |
| Blalock Williams, LLC | 6,386 | $3.31M | 2.90% | +519+8.8% | Added |
| Financial Management Professionals, Inc. | 6,393 | $3.31M | 0.34% | +307+5.0% | Added |
| Constant Guidance Financial LLC | 6,396 | $3.31M | 2.65% | +1,906+42.4% | Added |
| Optimist Retirement Group LLC | 6,398 | $3.31M | 1.50% | −35−0.5% | Reduced |