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 |
|---|---|---|---|---|---|
| GFG Capital, LLC | 7,014 | $3.63M | 1.25% | −531−7.0% | Reduced |
| Riverwater Partners LLC | 7,016 | $3.63M | 1.51% | +1,496+27.1% | Added |
| Greenspring Advisors, LLC | 7,031 | $3.64M | 0.64% | +7,031 | New |
| Quartz Partners, LLC | 7,034 | $3.64M | 1.32% | +308+4.6% | Added |
| White Lighthouse Investment Management Inc. | 7,048 | $3.65M | 0.56% | +286+4.2% | Added |
| Kaizen Financial Strategies | 7,345 | $3.65M | 1.65% | −491−6.3% | Reduced |
| Tillman Hartley LLC | 7,052 | $3.65M | 0.95% | −500−6.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 7,051 | $3.66M | 2.72% | +27+0.4% | Added |
| Fourth Dimension Wealth, LLC | 7,074 | $3.66M | 1.40% | −75−1.0% | Reduced |
| Alhambra Investment Partners LLC | 7,083 | $3.67M | 1.74% | −385−5.2% | Reduced |
| Altiora Financial Group, LLC | 7,095 | $3.67M | 0.67% | −63−0.9% | Reduced |
| Meridian Wealth Partners, LLC | 7,095 | $3.67M | 0.51% | −722−9.2% | Reduced |
| Tortoise Investment Management, LLC | 7,102 | $3.68M | 0.33% | +152+2.2% | Added |
| SHUTTLEWORTH & Co | 7,107 | $3.68M | 3.34% | +7,107 | New |
| Reliant Wealth Planning | 7,110 | $3.68M | 1.19% | +6,465+1,002.3% | Added |
| Latitude Advisors, LLC | 7,111 | $3.68M | 1.68% | +200+2.9% | Added |
| Requisite Capital Management, LLC | 7,112 | $3.68M | 0.62% | +801+12.7% | Added |
| Phillips Wealth Planners LLC | 6,977 | $3.69M | 3.06% | +484+7.5% | Added |
| Pasadena Private Wealth, LLC | 7,121 | $3.69M | 0.53% | +755+11.9% | Added |
| Riverpark Capital Management LLC | 7,129 | $3.69M | 6.67% | −1,564−18.0% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 7,129 | $3.69M | 2.23% | +10+0.1% | Added |
| Fortune Financial Advisors, LLC | 7,133 | $3.69M | 2.78% | +115+1.6% | Added |
| Gill Capital Partners, LLC | 7,141 | $3.70M | 1.13% | −106−1.5% | Reduced |
| Catherine Avery Investment Management LLC | 7,147 | $3.70M | 2.38% | −60−0.8% | Reduced |
| Waycross Investment Management Co | 7,155 | $3.71M | 3.78% | −113−1.6% | Reduced |
| BOS Asset Management, LLC | 7,158 | $3.71M | 1.04% | −12−0.2% | Reduced |
| Tribridge Partners Financial LLC | 7,191 | $3.71M | 1.70% | +290+4.2% | Added |
| Impact Partnership Wealth, LLC | 7,171 | $3.71M | 0.55% | +1,086+17.8% | Added |
| Cranbrook Wealth Management, LLC | 7,175 | $3.72M | 0.75% | −89−1.2% | Reduced |
| Millington Financial Advisors, LLC | 7,233 | $3.72M | 1.80% | −19−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,179 | $3.72M | 0.85% | +235+3.4% | Added |
| Tactive Advisors, LLC | 7,196 | $3.73M | 1.05% | −112−1.5% | Reduced |
| Aua Capital Management, LLC | 7,206 | $3.73M | 2.09% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 7,212 | $3.74M | 0.91% | −182−2.5% | Reduced |
| Park Capital Management, LLC | 7,214 | $3.74M | 2.99% | −277−3.7% | Reduced |
| Full Sail Capital, LLC | 7,216 | $3.74M | 0.21% | +540+8.1% | Added |
| Twin City Private Wealth, LLC | 7,222 | $3.74M | 2.92% | +630+9.6% | Added |
| Dimension Capital Management LLC | 7,223 | $3.74M | 0.54% | +436+6.4% | Added |
| Cornerstone Select Advisors, LLC | 7,240 | $3.75M | 2.76% | +501+7.4% | Added |
| Meridian Financial, LLC | 7,245 | $3.75M | 2.11% | +172+2.4% | Added |
| Pandora Wealth, Inc. | 7,252 | $3.76M | 2.27% | −134−1.8% | Reduced |
| Private Client Services, LLC | 7,260 | $3.76M | 1.26% | −589−7.5% | Reduced |
| Fielder Capital Group LLC | 7,260 | $3.76M | 0.86% | +442+6.5% | Added |
| First National Bank Sioux Falls | 7,261 | $3.76M | 1.17% | −30.0% | Reduced |
| Howard Bailey Securities, LLC | 7,262 | $3.76M | 1.07% | −461−6.0% | Reduced |
| Townsend & Associates, Inc | 7,326 | $3.76M | 0.36% | −274−3.6% | Reduced |
| Sutton Place Investors LLC | 7,265 | $3.76M | 2.15% | +119+1.7% | Added |
| BankPlus Wealth Management LLC | 7,263 | $3.76M | 2.22% | −95−1.3% | Reduced |
| VELA Investment Management, LLC | 7,268 | $3.76M | 1.08% | −364−4.8% | Reduced |
| Towercrest Capital Management | 7,280 | $3.77M | 0.60% | +817+12.6% | Added |
| Rosenberg Matthew Hamilton | 7,283 | $3.77M | 0.82% | +40+0.6% | Added |
| Warther Private Wealth, LLC | 7,284 | $3.77M | 0.89% | −433−5.6% | Reduced |
| Pettinga Financial Advisors, LLC | 7,323 | $3.79M | 0.74% | +38+0.5% | Added |
| Oakwell Private Wealth Management, LLC | 7,327 | $3.79M | 0.76% | −96−1.3% | Reduced |
| Prakash Investment Advisors LLC | 7,339 | $3.80M | 2.72% | +148+2.1% | Added |
| Onyx Financial Advisors, LLC | 7,341 | $3.80M | 1.68% | +233+3.3% | Added |
| TradeWell Securities, LLC. | 7,317 | $3.80M | 1.60% | +349+5.0% | Added |
| WealthCare Investment Partners, LLC | 7,318 | $3.80M | 1.23% | +406+5.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 7,346 | $3.80M | 2.09% | +956+15.0% | Added |
| High Falls Advisors, Inc | 7,354 | $3.81M | 0.78% | +6+0.1% | Added |
| Oxinas Partners Wealth Management LLC | 7,360 | $3.81M | 2.04% | −3,381−31.5% | Reduced |
| Indie Asset Partners, LLC | 7,366 | $3.82M | 5.08% | −708−8.8% | Reduced |
| Ninepoint Partners LP | 7,390 | $3.83M | 0.53% | +994+15.5% | Added |
| Gould Asset Management LLC | 7,394 | $3.83M | 0.71% | +194+2.7% | Added |
| Connective Portfolio Management, LLC | 7,424 | $3.85M | 6.80% | −95−1.3% | Reduced |
| Genesee Capital Advisors, LLC | 7,442 | $3.85M | 1.67% | +8+0.1% | Added |
| KW Wealth Management LLC | 7,448 | $3.86M | 6.58% | +7,448 | New |
| New Capital Management LP | 7,453 | $3.86M | 1.01% | +60+0.8% | Added |
| Nicholson Wealth Management Group, LLC | 7,460 | $3.86M | 2.26% | −28−0.4% | Reduced |
| MPS Loria Financial Planners, LLC | 7,463 | $3.87M | 1.03% | +8+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 7,482 | $3.88M | 0.05% | −4,369−36.9% | Reduced |
| Cascade Wealth Advisors, Inc | 7,662 | $3.88M | 1.91% | +1,022+15.4% | Added |
| Arbor Investment Advisors, LLC | 7,493 | $3.88M | 0.49% | −1,092−12.7% | Reduced |
| FNY Investment Advisers, LLC | 7,498 | $3.88M | 1.25% | +3,014+67.2% | Added |
| Milestone Asset Management Group, LLC | 7,524 | $3.90M | 2.45% | +59+0.8% | Added |
| Ted Buchan & Co | 7,528 | $3.90M | 1.53% | −172−2.2% | Reduced |
| East Coast Asset Management, LLC. | 7,531 | $3.90M | 1.22% | −89−1.2% | Reduced |
| Advisory Resource Group | 7,536 | $3.90M | 0.70% | −21−0.3% | Reduced |
| Sage Private Wealth Group, LLC | 7,539 | $3.90M | 2.17% | +118+1.6% | Added |
| Arq Wealth Advisors, LLC | 7,550 | $3.91M | 1.16% | +1,290+20.6% | Added |
| Optivise Advisory Services LLC | 7,566 | $3.92M | 2.33% | +677+9.8% | Added |
| Oak Grove Capital LLC | 7,580 | $3.93M | 0.85% | −2,013−21.0% | Reduced |
| Leigh Baldwin & Co., LLC | 7,582 | $3.93M | 2.21% | +369+5.1% | Added |
| Peak Retirement Planning, Inc. | 7,583 | $3.93M | 1.11% | +1,355+21.8% | Added |
| PCG Asset Management, LLC | 7,588 | $3.93M | 3.16% | −28−0.4% | Reduced |
| Lynx Capital Group Ltd | 7,590 | $3.93M | 1.82% | −53−0.7% | Reduced |
| Symphony Financial Services, Inc. | 7,592 | $3.93M | 2.12% | +250+3.4% | Added |
| Taylor Financial Group, Inc. | 7,597 | $3.93M | 2.26% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 7,601 | $3.94M | 1.06% | −434−5.4% | Reduced |
| Olistico Wealth, LLC | 7,605 | $3.94M | 2.08% | 00.0% | Unchanged |
| Pine Ridge Advisers LLC | 7,610 | $3.94M | 0.27% | 00.0% | Unchanged |
| Balance Wealth, LLC | 7,611 | $3.94M | 0.97% | +367+5.1% | Added |
| Caldwell Sutter Capital, Inc. | 7,612 | $3.94M | 1.68% | −1,044−12.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 7,620 | $3.95M | 0.87% | −69−0.9% | Reduced |
| Minot DeBlois Advisors LLC | 7,633 | $3.95M | 3.58% | −293−3.7% | Reduced |
| BAM Wealth Management, LLC | 7,634 | $3.95M | 3.06% | +7,634 | New |
| Peck Wealth Management, LLC | 7,638 | $3.96M | 3.78% | +7,638 | New |
| Corps Capital Advisors, LLC | 7,644 | $3.96M | 6.00% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 7,649 | $3.96M | 2.76% | +10+0.1% | Added |
| MB, Levis & Associates, LLC | 7,657 | $3.97M | 1.72% | −3,554−31.7% | Reduced |