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
- 5,865
- +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 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Gagnon Securities LLC | 506 | $262.1K | 0.05% | −186−26.9% | Reduced |
| Vestment Financial LLC | 509 | $263.1K | 0.15% | 00.0% | Unchanged |
| Global View Capital Management LLC | 508 | $263.1K | 0.06% | +508 | New |
| Kanen Wealth Management LLC | 509 | $263.6K | 0.09% | 00.0% | Unchanged |
| Ariston Services Group | 514 | $266.2K | 0.16% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 516 | $267.3K | 0.16% | −6−1.1% | Reduced |
| Horizon Advisory Services, Inc. | 518 | $268.3K | 0.14% | −23−4.3% | Reduced |
| Unconventional Investor, LLC | 522 | $270.5K | 0.14% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 524 | $271.4K | 0.27% | +524 | New |
| Legacy Wealth Management, Inc | 525 | $271.9K | 0.02% | −320−37.9% | Reduced |
| Brave Warrior Advisors, LLC | 525 | $271.9K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 525 | $271.9K | 0.21% | +60+12.9% | Added |
| Crosspoint Financial, LLC | 534 | $276.6K | 0.68% | +19+3.7% | Added |
| Harbert Fund Advisors, Inc. | 535 | $277.1K | 1.81% | 00.0% | Unchanged |
| Global Value Investment Corp. | 538 | $278.7K | 0.45% | −21−3.8% | Reduced |
| Luminist Capital LLC | 538 | $279.7K | 0.24% | +110+25.7% | Added |
| Chartist Inc | 541 | $280.3K | 0.20% | +541 | New |
| Fidato Wealth LLC | 546 | $282.8K | 0.19% | +546 | New |
| Stonehearth Capital Management, LLC | 546 | $282.9K | 0.11% | 00.0% | Unchanged |
| Western Financial Corp | 551 | $285.2K | 0.12% | −1−0.2% | Reduced |
| ADG Wealth Management Group, LLC | 551 | $285.4K | 0.23% | +50+10.0% | Added |
| Consultiva Wealth Management, Corp. | 552 | $285.9K | 0.80% | 00.0% | Unchanged |
| Citrine Capital LLC | 553 | $286.2K | 0.13% | +553 | New |
| Sky-Mountain Capital Management, Inc. | 552 | $287.3K | 0.20% | −396−41.8% | Reduced |
| Horizons Wealth Management | 557 | $288.5K | 0.20% | −12−2.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 561 | $290.6K | 0.18% | +67+13.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 562 | $291.1K | 0.24% | +14+2.6% | Added |
| Patton Fund Management, Inc. | 562 | $291.1K | 0.05% | 00.0% | Unchanged |
| Albert D Mason Inc | 565 | $292.6K | 0.19% | +38+7.2% | Added |
| Sarver Vrooman Wealth Advisors | 567 | $293.7K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Architects, Inc. | 571 | $295.7K | 0.18% | +8+1.4% | Added |
| Arrien Investments, Inc. | 574 | $297.3K | 0.17% | 00.0% | Unchanged |
| Outfitter Financial LLC | 575 | $297.8K | 0.24% | −30−5.0% | Reduced |
| Share Andrew L. | 575 | $297.8K | 0.21% | 00.0% | Unchanged |
| Team Financial Group, LLC | 575 | $298.0K | 0.14% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 583 | $301.8K | 0.09% | +1+0.2% | Added |
| Theory Financial LLC | 587 | $303.4K | 0.11% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 590 | $305.6K | 0.27% | +45+8.3% | Added |
| Life Planning Partners, Inc | 591 | $306.1K | 0.22% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 594 | $307.7K | 0.14% | −43−6.8% | Reduced |
| 1 North Wealth Services LLC | 598 | $309.8K | 0.13% | −40−6.3% | Reduced |
| Cambridge Capital Management, LLC | 599 | $310.5K | 0.15% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 600 | $310.8K | 0.41% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 600 | $310.8K | 0.19% | +100+20.0% | Added |
| Orcam Financial Group | 600 | $310.8K | 0.25% | +170+39.5% | Added |
| Rye Brook Capital LLC | 600 | $311.0K | 0.26% | 00.0% | Unchanged |
| Teza Capital Management LLC | 606 | $313.9K | 1.70% | −210−25.7% | Reduced |
| Luken Investment Analytics, LLC | 608 | $314.9K | 0.12% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 611 | $316.5K | 0.16% | 00.0% | Unchanged |
| Meridian Management Co | 611 | $316.5K | 0.08% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 611 | $316.5K | 0.13% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 614 | $317.9K | 0.21% | 00.0% | Unchanged |
| Standard Family Office LLC | 616 | $319.1K | 0.35% | 00.0% | Unchanged |
| Dravo Bay LLC | 616 | $319.1K | 0.14% | 00.0% | Unchanged |
| Skylands Capital, LLC | 620 | $321.1K | 0.04% | −75−10.8% | Reduced |
| Retirement Investment Advisors, Inc. | 622 | $322.2K | 0.03% | +88+16.5% | Added |
| TABR Capital Management, LLC | 629 | $323.7K | 0.22% | +7+1.1% | Added |
| Elite Financial, Inc. | 641 | $324.0K | 0.15% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 629 | $325.8K | 0.07% | +34+5.7% | Added |
| Golden Reserve Retirement LLC | 491 | $325.8K | 0.08% | −278−36.2% | Reduced |
| Investments & Financial Planning, LLC | 633 | $327.7K | 0.18% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 638 | $330.5K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 640 | $331.5K | 0.30% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 640 | $332.3K | 0.27% | 00.0% | Unchanged |
| HC Advisors, LLC | 646 | $334.7K | 0.24% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 649 | $336.1K | 0.19% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 649 | $336.1K | 0.04% | +129+24.8% | Added |
| Schulz Wealth, LTD. | 651 | $337.2K | 0.22% | +100+18.1% | Added |
| J2 Capital Management Inc | 652 | $337.9K | 0.25% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 656 | $339.8K | 0.24% | 00.0% | Unchanged |
| Frontier Asset Management, LLC | 660 | $341.8K | 0.09% | −372−36.0% | Reduced |
| Revere Asset Management, Inc | 660 | $341.8K | 0.13% | +660 | New |
| Accordant Advisory Group Inc | 663 | $343.4K | 0.23% | −15−2.2% | Reduced |
| Flagship Private Wealth, LLC | 671 | $347.3K | 0.14% | +1+0.1% | Added |
| Disciplined Growth Investors Inc | 672 | $348.1K | 0.01% | −7−1.0% | Reduced |
| Fischer Investment Strategies, LLC | 676 | $350.0K | 0.21% | +7+1.0% | Added |
| Stapp Wealth Management, PLLC | 676 | $350.1K | 0.47% | 00.0% | Unchanged |
| Lee Johnson Capital Management, LLC | 679 | $351.4K | 0.12% | +43+6.8% | Added |
| Keystone Financial Services, LLC | 680 | $352.1K | 0.25% | +11+1.6% | Added |
| Corbyn Investment Management Inc | 680 | $352.2K | 0.10% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 680 | $352.2K | 0.20% | 00.0% | Unchanged |
| Ellerson Group Inc | 681 | $352.8K | 0.22% | +50+7.9% | Added |
| Schwallier Wealth Management LLC | 682 | $353.4K | 0.22% | +15+2.2% | Added |
| Quarry Hill Advisors, LLC | 683 | $353.8K | 0.18% | +66+10.7% | Added |
| Portland Financial Advisors Inc | 685 | $354.8K | 0.76% | +13+1.9% | Added |
| M Wealth Management, LLC | 688 | $356.2K | 0.31% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 689 | $356.9K | 0.01% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 689 | $357.0K | 0.26% | +24+3.6% | Added |
| Mycio Wealth Partners, LLC | 691 | $357.9K | 0.08% | 00.0% | Unchanged |
| Archer Investment Management, LLC | 691 | $358.1K | 0.22% | −132−16.0% | Reduced |
| Solutions 4 Wealth, Ltd | 696 | $360.5K | 0.56% | −22−3.1% | Reduced |
| Stark Wealth Management LLC | 697 | $361.0K | 1.65% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 700 | $362.5K | 0.24% | +20+2.9% | Added |
| Applied Capital LLC | 701 | $363.1K | 0.15% | −10−1.4% | Reduced |
| Surience Private Wealth LLC | 702 | $363.6K | 0.34% | −372−34.6% | Reduced |
| Private Wealth Advisors | 705 | $365.2K | 0.14% | +1+0.1% | Added |
| Virtue Capital Management, LLC | 8,586 | $365.5K | 0.08% | −12,472−59.2% | Reduced |
| Sullivan Wood Capital Management LLC | 707 | $366.2K | 0.54% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 707 | $366.2K | 0.17% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 710 | $367.6K | 0.15% | −485−40.6% | Reduced |