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 |
|---|---|---|---|---|---|
| Medallion Wealth Advisors, LLC | 7,663 | $3.97M | 1.41% | +176+2.4% | Added |
| Paragon Financial Partners, Inc. | 7,673 | $3.97M | 2.51% | −97−1.2% | Reduced |
| Paladin Wealth, LLC | 7,677 | $3.98M | 2.88% | −199−2.5% | Reduced |
| Moment Partners, LLC | 7,679 | $3.98M | 0.70% | +297+4.0% | Added |
| Richmond Investment Services, LLC | 7,687 | $3.98M | 0.74% | +397+5.4% | Added |
| Human Investing LLC | 7,706 | $3.99M | 0.59% | +70+0.9% | Added |
| Black Diamond Financial, LLC | 7,712 | $3.99M | 0.45% | +1,913+33.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 7,715 | $4.00M | 1.57% | +322+4.4% | Added |
| CWC Advisors, LLC. | 7,715 | $4.00M | 1.96% | +1,037+15.5% | Added |
| Seelaus Asset Management LLC | 7,716 | $4.00M | 3.17% | −82−1.1% | Reduced |
| Davidson Capital Management Inc. | 7,724 | $4.00M | 0.89% | −94−1.2% | Reduced |
| Blue Rock Wealth Management LLC | 7,726 | $4.00M | 2.49% | +379+5.2% | Added |
| Grange Capital, LLC | 7,726 | $4.00M | 3.87% | −94−1.2% | Reduced |
| Davies Financial Advisors, Inc. | 7,731 | $4.00M | 3.25% | −870−10.1% | Reduced |
| Carson Advisory Inc. | 7,734 | $4.01M | 2.16% | +16+0.2% | Added |
| Oder Investment Management, LLC | 7,755 | $4.02M | 2.88% | +33+0.4% | Added |
| Tealwood Asset Management Inc | 7,756 | $4.02M | 1.63% | +2,030+35.5% | Added |
| Morangie Management LLC | 7,763 | $4.02M | 3.47% | +21+0.3% | Added |
| Amplius Wealth Advisors, LLC | 7,773 | $4.03M | 0.35% | −3,910−33.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 7,782 | $4.03M | 0.41% | +59+0.8% | Added |
| Silver Grove Financial Group, Inc. | 7,798 | $4.04M | 3.83% | +7,798 | New |
| Polymer Capital Management (HK) LTD | 7,800 | $4.04M | 0.56% | −5,886−43.0% | Reduced |
| Abacus Wealth Partners, LLC | 7,818 | $4.05M | 0.58% | +183+2.4% | Added |
| Legacy Financial Group LLC | 7,829 | $4.05M | 0.53% | −738−8.6% | Reduced |
| Droms Strauss Advisors Inc | 7,838 | $4.06M | 1.18% | −249−3.1% | Reduced |
| L.M. Kohn & Company | 7,839 | $4.06M | 4.88% | −17,490−69.1% | Reduced |
| NorthStar Asset Management LLC | 7,839 | $4.06M | 1.94% | −45−0.6% | Reduced |
| Elevate Capital Advisors, LLC | 7,842 | $4.06M | 2.83% | +39+0.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,848 | $4.06M | 0.01% | +1,098+16.3% | Added |
| Reliant Investment Partners, LLC | 7,859 | $4.07M | 3.19% | −5−0.1% | Reduced |
| Paul Damon & Associates, Inc. | 7,852 | $4.07M | 1.94% | +941+13.6% | Added |
| Power Wealth Management LLC | 7,855 | $4.07M | 1.48% | −22−0.3% | Reduced |
| DecisionMap Wealth Management, LLC | 7,856 | $4.07M | 2.61% | −35−0.4% | Reduced |
| Brucke Financial, Inc. | 7,861 | $4.07M | 2.38% | +921+13.3% | Added |
| Burton Enright Welch | 7,863 | $4.07M | 0.61% | +305+4.0% | Added |
| Sherman Asset Management, Inc. | 7,868 | $4.08M | 3.52% | −118−1.5% | Reduced |
| International Private Wealth Advisors LLC | 7,875 | $4.08M | 2.57% | +2,119+36.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,883 | $4.08M | 0.66% | +65+0.8% | Added |
| Ambassador Advisors, LLC | 7,884 | $4.08M | 0.61% | +261+3.4% | Added |
| Financial & Tax Architects, LLC | 7,885 | $4.08M | 0.90% | +2,101+36.3% | Added |
| Firestone Capital Management | 7,905 | $4.09M | 0.88% | −150−1.9% | Reduced |
| BigSur Wealth Management LLC | 7,913 | $4.10M | 1.00% | +12+0.2% | Added |
| 49 Wealth Management, LLC | 7,924 | $4.10M | 0.39% | +72+0.9% | Added |
| Silvia McColl Wealth Management, LLC | 7,933 | $4.11M | 2.78% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 7,939 | $4.11M | 3.26% | −1,654−17.2% | Reduced |
| Willis Johnson & Associates, Inc. | 7,945 | $4.12M | 0.25% | +788+11.0% | Added |
| Triton Wealth Management, PLLC | 7,923 | $4.12M | 1.57% | +47+0.6% | Added |
| Grace & White Inc | 7,975 | $4.13M | 0.73% | 00.0% | Unchanged |
| Red Wave Investments LLC | 7,980 | $4.13M | 1.27% | −49−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 7,981 | $4.13M | 2.72% | −99−1.2% | Reduced |
| Members Wealth LLC | 7,959 | $4.14M | 2.62% | +7,959 | New |
| Values Added Financial LLC | 7,997 | $4.14M | 1.84% | +168+2.1% | Added |
| Forest Hill Capital, LLC | 8,000 | $4.14M | 2.44% | 00.0% | Unchanged |
| KDT Advisors, LLC | 8,008 | $4.15M | 6.07% | −3,921−32.9% | Reduced |
| Bullseye Investment Management, LLC | 11,105 | $4.17M | 2.54% | 00.0% | Unchanged |
| Truepoint, Inc. | 8,072 | $4.18M | 0.10% | +458+6.0% | Added |
| Silverleafe Capital Partners, LLC | 8,093 | $4.19M | 1.29% | +857+11.8% | Added |
| Aspen Capital Management, LLC | 8,096 | $4.19M | 1.07% | +323+4.2% | Added |
| Apeiron RIA LLC | 8,138 | $4.20M | 0.94% | −216−2.6% | Reduced |
| TPG Advisors LLC | 8,110 | $4.20M | 2.76% | −116−1.4% | Reduced |
| Mascoma Wealth Management LLC | 8,117 | $4.20M | 0.93% | +12+0.1% | Added |
| CoreFirst Bank & Trust | 8,123 | $4.21M | 2.28% | −464−5.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,129 | $4.21M | 3.32% | −184−2.2% | Reduced |
| Jessup Wealth Management, Inc | 8,150 | $4.22M | 1.57% | −156−1.9% | Reduced |
| Motive Wealth Advisors | 8,169 | $4.23M | 1.82% | −14−0.2% | Reduced |
| D. Scott Neal, Inc. | 8,172 | $4.23M | 1.96% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 8,177 | $4.24M | 3.77% | −211−2.5% | Reduced |
| TFB Advisors LLC | 8,270 | $4.25M | 1.24% | −6,864−45.4% | Reduced |
| Clear Street Markets LLC | 8,210 | $4.25M | 1.40% | +8,210 | New |
| Spectrum Strategic Capital Management, LLC | 8,215 | $4.26M | 2.55% | −146−1.7% | Reduced |
| Landscape Capital Management, L.L.C. | 8,218 | $4.26M | 0.27% | +7,188+697.9% | Added |
| Old North State Wealth Management, LLC | 8,195 | $4.26M | 1.99% | +398+5.1% | Added |
| Elmwood Wealth Management, Inc. | 8,227 | $4.26M | 1.51% | +1,783+27.7% | Added |
| VERITY Wealth Advisors | 8,230 | $4.26M | 2.69% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,233 | $4.26M | 1.77% | +313+4.0% | Added |
| Dixon Fnancial Services, Inc. | 8,240 | $4.27M | 1.94% | +3,042+58.5% | Added |
| New Covenant Trust Company, N.A. | 8,273 | $4.29M | 3.99% | +85+1.0% | Added |
| LSP Investment Advisors, LLC | 8,280 | $4.29M | 2.58% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 8,285 | $4.29M | 1.11% | −91−1.1% | Reduced |
| Rockbridge Investment Management, LCC | 8,285 | $4.29M | 0.42% | +6+0.1% | Added |
| Warwick Investment Management, Inc. | 8,289 | $4.29M | 0.75% | +844+11.3% | Added |
| Fidelity D & D Bancorp Inc | 8,290 | $4.29M | 2.37% | −94−1.1% | Reduced |
| Fca Corp | 8,295 | $4.30M | 1.19% | +33+0.4% | Added |
| Idaho Trust Bank | 8,312 | $4.31M | 1.45% | −115−1.4% | Reduced |
| Trevian Wealth Management LLC | 8,320 | $4.31M | 2.31% | +2,074+33.2% | Added |
| Riverbend Wealth Management, LLC | 8,322 | $4.31M | 3.01% | +211+2.6% | Added |
| M.D. Sass Investors Services, Inc. | 8,334 | $4.32M | 0.35% | −210−2.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,338 | $4.32M | 1.80% | +20.0% | Added |
| TD Capital Management LLC | 8,342 | $4.32M | 0.39% | −172−2.0% | Reduced |
| Barrett & Company, Inc. | 8,348 | $4.32M | 1.48% | −699−7.7% | Reduced |
| Financial Advisory Corp | 8,353 | $4.33M | 1.20% | +750+9.9% | Added |
| Delap Wealth Advisory, LLC | 8,327 | $4.33M | 1.82% | −609−6.8% | Reduced |
| Twin Lakes Capital Management, LLC | 8,385 | $4.34M | 2.01% | +6+0.1% | Added |
| Sunburst Financial Group, LLC | 8,410 | $4.36M | 0.92% | +33+0.4% | Added |
| Cape Investment Advisory, Inc. | 8,412 | $4.36M | 4.29% | −6,275−42.7% | Reduced |
| Renasant Bank | 8,416 | $4.36M | 2.77% | −789−8.6% | Reduced |
| Milestone Asset Management, LLC | 8,424 | $4.36M | 0.83% | −8,522−50.3% | Reduced |
| Partnership Wealth Management, LLC | 8,424 | $4.36M | 3.36% | −102−1.2% | Reduced |
| Farrow Financial Inc. | 8,435 | $4.37M | 2.54% | +411+5.1% | Added |
| IAM Advisory, LLC | 8,440 | $4.37M | 0.98% | +10.0% | Added |