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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| TriaGen Wealth Management LLC | 6,404 | $3.32M | 0.87% | −71−1.1% | Reduced |
| Geneva Capital Management LLC | 6,409 | $3.32M | 0.06% | −636−9.0% | Reduced |
| Shira Ridge Wealth Management | 6,412 | $3.32M | 1.41% | +20.0% | Added |
| Community Bank of Raymore | 6,423 | $3.33M | 2.30% | −30−0.5% | Reduced |
| VSM Wealth Advisory, LLC | 6,424 | $3.33M | 1.04% | −59−0.9% | Reduced |
| Promus Capital, LLC | 6,428 | $3.33M | 2.12% | −7−0.1% | Reduced |
| DecisionPoint Financial, LLC | 6,412 | $3.33M | 0.78% | −2,031−24.1% | Reduced |
| ISAM Funds (UK) Ltd | 6,435 | $3.33M | 0.68% | +6,435 | New |
| Summit Wealth Group, LLC | 6,436 | $3.33M | 0.81% | −216−3.2% | Reduced |
| Braun-Bostich & Associates Inc. | 6,459 | $3.35M | 2.11% | −27−0.4% | Reduced |
| Curran Financial Partners, LLC | 6,460 | $3.35M | 0.66% | +128+2.0% | Added |
| Fiduciary Planning LLC | 6,462 | $3.35M | 1.02% | −167−2.5% | Reduced |
| RFG Holdings, Inc. | 6,466 | $3.35M | 0.86% | +790+13.9% | Added |
| GR Financial Group, LLC | 6,476 | $3.35M | 0.78% | +1,365+26.7% | Added |
| Richardson Financial Services Inc. | 6,479 | $3.36M | 2.08% | +313+5.1% | Added |
| One Charles Private Wealth Services, LLC | 6,482 | $3.36M | 0.88% | −206−3.1% | Reduced |
| Fermata Advisors, LLC | 6,482 | $3.36M | 0.85% | −1,361−17.4% | Reduced |
| Cherrydale Wealth Management, LLC | 6,483 | $3.36M | 1.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 6,491 | $3.36M | 0.78% | +11+0.2% | Added |
| Magnolia Capital Management Ltd | 6,509 | $3.37M | 2.59% | +20+0.3% | Added |
| Security Financial Services, INC. | 6,510 | $3.37M | 0.55% | +145+2.3% | Added |
| Iron Financial, LLC | 6,510 | $3.37M | 1.61% | −275−4.1% | Reduced |
| CMG Global Holdings, LLC | 6,570 | $3.37M | 1.65% | +91+1.4% | Added |
| Greenbush Financial Group, LLC | 6,514 | $3.37M | 1.29% | +249+4.0% | Added |
| ZRC Wealth Management, LLC | 6,534 | $3.38M | 1.22% | +540+9.0% | Added |
| Twin Focus Capital Partners, LLC | 6,543 | $3.39M | 0.43% | +416+6.8% | Added |
| Parvin Asset Management, LLC | 6,547 | $3.39M | 3.00% | +177+2.8% | Added |
| Archetype Wealth Partners | 6,550 | $3.39M | 0.43% | +3,691+129.1% | Added |
| Burkett Financial Services, LLC | 6,558 | $3.40M | 1.17% | −52−0.8% | Reduced |
| Alliance Wealth Management Group | 6,571 | $3.40M | 0.76% | +817+14.2% | Added |
| OneAscent Family Office, LLC | 6,579 | $3.41M | 2.77% | +129+2.0% | Added |
| Capitol Family Office, Inc. | 6,590 | $3.41M | 4.14% | −24−0.4% | Reduced |
| Carrera Capital Advisors | 6,591 | $3.41M | 0.61% | +222+3.5% | Added |
| Tennessee Valley Asset Management Partners | 6,592 | $3.41M | 0.46% | +5,202+374.2% | Added |
| Rakuten Securities, Inc. | 6,602 | $3.42M | 1.26% | +365+5.9% | Added |
| Coyle Financial Counsel LLC | 6,608 | $3.42M | 0.79% | +1,103+20.0% | Added |
| Verde Capital Management | 6,609 | $3.42M | 0.76% | +2,222+50.6% | Added |
| Adamsbrown Wealth Consultants LLC | 6,612 | $3.42M | 0.94% | +209+3.3% | Added |
| Laidlaw Wealth Management LLC | 6,623 | $3.43M | 8.18% | +112+1.7% | Added |
| Alexander Randolph Advisory, Inc. | 6,623 | $3.43M | 2.83% | −867−11.6% | Reduced |
| Blackston Financial Advisory Group, LLC | 6,628 | $3.43M | 2.04% | −39−0.6% | Reduced |
| Gunderson Capital Management Inc. | 6,628 | $3.43M | 1.26% | +347+5.5% | Added |
| WealthCollab, LLC | 6,635 | $3.44M | 1.58% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 6,643 | $3.44M | 1.71% | +210+3.3% | Added |
| Ssi Investment Management LLC | 6,643 | $3.44M | 0.23% | 00.0% | Unchanged |
| Round Hill Asset Management | 6,646 | $3.44M | 2.27% | −1,035−13.5% | Reduced |
| S. R. Schill & Associates | 6,659 | $3.45M | 2.42% | −16−0.2% | Reduced |
| Triumph Capital Management | 6,687 | $3.46M | 0.93% | −173−2.5% | Reduced |
| MRP Capital Investments, LLC | 6,967 | $3.47M | 2.98% | −1,475−17.5% | Reduced |
| Kopp Family Office, LLC | 6,724 | $3.48M | 2.27% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 6,725 | $3.48M | 1.67% | −22−0.3% | Reduced |
| Primoris Wealth Advisors, LLC | 6,727 | $3.48M | 2.22% | +4+0.1% | Added |
| Live Oak Investment Partners | 6,727 | $3.48M | 2.31% | −175−2.5% | Reduced |
| Rinkey Investments | 6,736 | $3.49M | 0.93% | +30.0% | Added |
| Davis Capital Management | 6,752 | $3.50M | 2.42% | +6,752 | New |
| Tandem Investment Partners LLC | 6,753 | $3.50M | 2.87% | +168+2.6% | Added |
| AllGen Financial Advisors, Inc. | 6,755 | $3.50M | 0.86% | −616−8.4% | Reduced |
| Westshore Wealth, LLC | 6,765 | $3.50M | 1.20% | −10.0% | Reduced |
| Summit Wealth Partners, LLC | 6,767 | $3.50M | 0.63% | +10.0% | Added |
| Nabity-Jensen Investment Management Inc | 6,769 | $3.51M | 2.43% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 6,769 | $3.51M | 2.25% | −31−0.5% | Reduced |
| Ade, LLC | 6,772 | $3.51M | 1.77% | +431+6.8% | Added |
| Eight 31 Financial LLC | 6,780 | $3.51M | 1.98% | +568+9.1% | Added |
| Tributary Capital Management, LLC | 6,780 | $3.51M | 0.32% | −1,317−16.3% | Reduced |
| Birchcreek Wealth Management, LLC | 6,781 | $3.51M | 1.81% | −164−2.4% | Reduced |
| Betterment LLC | 6,782 | $3.51M | 0.01% | +544+8.7% | Added |
| STAR Financial Bank | 6,794 | $3.52M | 2.08% | +627+10.2% | Added |
| Kelly Lawrence W & Associates Inc | 6,810 | $3.53M | 0.85% | 00.0% | Unchanged |
| Lighthouse Financial LLC | 6,814 | $3.53M | 2.33% | +890+15.0% | Added |
| Gen-Wealth Partners Inc | 6,819 | $3.53M | 1.19% | +305+4.7% | Added |
| Kennon-Green & Company, LLC | 6,821 | $3.53M | 2.74% | +7+0.1% | Added |
| Boreal Capital Management LLC | 6,828 | $3.54M | 2.85% | +94+1.4% | Added |
| Navalign, LLC | 6,847 | $3.55M | 0.94% | +128+1.9% | Added |
| Syntax Research, Inc. | 6,855 | $3.55M | 2.28% | +30.0% | Added |
| Carter Financial Group, INC. | 6,857 | $3.55M | 2.15% | +180+2.7% | Added |
| Merrion Investment Management Co, LLC | 6,861 | $3.55M | 2.04% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6,864 | $3.56M | 0.75% | +150+2.2% | Added |
| Rooted Wealth Advisors, Inc. | 6,874 | $3.56M | 1.08% | +471+7.4% | Added |
| Horst & Graben Wealth Management LLC | 6,867 | $3.56M | 0.54% | +140+2.1% | Added |
| Genesis Private Wealth, LLC | 6,871 | $3.56M | 1.50% | +440+6.8% | Added |
| Smith Thornton Advisors LLC | 6,882 | $3.56M | 1.87% | +122+1.8% | Added |
| AllSquare Wealth Management LLC | 6,884 | $3.57M | 1.88% | +46+0.7% | Added |
| Westfuller Advisors, LLC | 6,896 | $3.57M | 1.62% | +2,965+75.4% | Added |
| Plan A Wealth LLC | 6,900 | $3.57M | 1.82% | +477+7.4% | Added |
| Pathway Financial Advisors LLC | 6,903 | $3.58M | 0.48% | +622+9.9% | Added |
| Cooper/Haims Advisors, LLC | 6,908 | $3.58M | 1.67% | +19+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 6,912 | $3.58M | 2.02% | +87+1.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 6,917 | $3.58M | 1.18% | −67−1.0% | Reduced |
| Evergreen Wealth Management, LLC | 6,925 | $3.59M | 1.88% | −1,621−19.0% | Reduced |
| Northern Capital Management, Inc. | 6,932 | $3.59M | 1.95% | −83−1.2% | Reduced |
| Fortitude Family Office, LLC | 6,938 | $3.59M | 0.97% | −70−1.0% | Reduced |
| TrueWealth Financial Partners | 6,944 | $3.60M | 1.84% | 00.0% | Unchanged |
| City National Bank of Florida | 6,954 | $3.60M | 2.38% | +66+1.0% | Added |
| Atlas Private Wealth Advisors | 6,957 | $3.60M | 0.88% | −8,307−54.4% | Reduced |
| KFG Wealth Management, LLC | 6,962 | $3.61M | 0.52% | −28−0.4% | Reduced |
| CVFG LLC | 6,968 | $3.61M | 2.61% | +402+6.1% | Added |
| FF Advisors,LLC | 6,970 | $3.61M | 1.73% | −120−1.7% | Reduced |
| Galilei Investment Office LLP | 6,985 | $3.62M | 1.74% | 00.0% | Unchanged |
| Walker Financial Services, Inc. | 6,986 | $3.62M | 1.41% | −768−9.9% | Reduced |
| Arlington Financial Advisors, LLC | 7,005 | $3.63M | 0.53% | +624+9.8% | Added |