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 |
|---|---|---|---|---|---|
| Everest Management Corp. | 8,474 | $4.39M | 2.80% | +142+1.7% | Added |
| Johnson Bixby & Associates, LLC | 8,474 | $4.39M | 0.56% | −710−7.7% | Reduced |
| Camarda Financial Advisors, LLC | 8,480 | $4.39M | 1.62% | +625+8.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 8,489 | $4.40M | 3.24% | +150+1.8% | Added |
| Coston, McIsaac & Partners | 8,493 | $4.40M | 1.05% | +21+0.2% | Added |
| Cannon Advisors, Inc. | 8,451 | $4.40M | 2.96% | +233+2.8% | Added |
| LJI Wealth Management, LLC | 8,494 | $4.40M | 0.77% | −647−7.1% | Reduced |
| Almanack Investment Partners, LLC. | 8,508 | $4.41M | 0.68% | −784−8.4% | Reduced |
| Fiducient Advisors LLC | 8,511 | $4.41M | 0.52% | +2,700+46.5% | Added |
| Verum Partners LLC | 8,518 | $4.41M | 0.94% | −170−2.0% | Reduced |
| Pacific Point Advisors, LLC | 8,519 | $4.41M | 2.57% | −2,542−23.0% | Reduced |
| Ariadne Wealth Management, LP | 8,788 | $4.42M | 1.98% | +247+2.9% | Added |
| Delta Capital Management LLC | 8,540 | $4.42M | 2.29% | −25−0.3% | Reduced |
| First Citizens Financial Corp | 8,562 | $4.43M | 2.19% | +427+5.2% | Added |
| Platinum Investment Management Ltd | 8,573 | $4.44M | 0.29% | −767−8.2% | Reduced |
| Private Capital Management, LLC | 8,589 | $4.45M | 0.41% | −800−8.5% | Reduced |
| Vantage Financial Partners, LLC | 8,611 | $4.46M | 0.94% | +54+0.6% | Added |
| LeConte Wealth Management, LLC | 8,614 | $4.46M | 2.98% | +1,162+15.6% | Added |
| Intrinsic Value Partners, LLC | 8,624 | $4.47M | 3.62% | −40−0.5% | Reduced |
| Willner & Heller, LLC | 8,625 | $4.47M | 3.43% | +195+2.3% | Added |
| Diversified Investment Strategies, LLC | 8,625 | $4.47M | 2.93% | −652−7.0% | Reduced |
| Challenger Wealth Management | 8,626 | $4.47M | 3.49% | −753−8.0% | Reduced |
| Garner Asset Management Corp | 8,636 | $4.47M | 1.80% | −29−0.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,647 | $4.48M | 1.15% | −5−0.1% | Reduced |
| Westhampton Capital, LLC | 8,658 | $4.48M | 2.18% | +15+0.2% | Added |
| Monte Financial Group, LLC | 8,667 | $4.49M | 1.65% | −290−3.2% | Reduced |
| Cora Capital Advisors LLC | 8,676 | $4.49M | 1.91% | +440+5.3% | Added |
| Global Strategic Investment Solutions, LLC | 8,689 | $4.50M | 0.45% | +235+2.8% | Added |
| Lebenthal Global Advisors, LLC | 8,692 | $4.50M | 0.79% | +875+11.2% | Added |
| Grant Private Wealth Management Inc | 8,696 | $4.50M | 2.78% | −5,317−37.9% | Reduced |
| Mascagni Wealth Management, Inc. | 8,698 | $4.50M | 3.48% | +86+1.0% | Added |
| Washburn Capital Management, Inc. | 8,705 | $4.51M | 2.52% | −388−4.3% | Reduced |
| Oliver Luxxe Assets LLC | 8,716 | $4.51M | 0.71% | +269+3.2% | Added |
| Fortress Wealth Group, LLC | 8,344 | $4.52M | 1.95% | +158+1.9% | Added |
| Sterneck Capital Management, LLC | 8,735 | $4.52M | 2.10% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,706 | $4.52M | 1.68% | −658−7.0% | Reduced |
| First National Corp | 8,706 | $4.52M | 0.86% | +361+4.3% | Added |
| Hidden Cove Wealth Management, LLC | 8,740 | $4.53M | 2.99% | +538+6.6% | Added |
| Farrell Financial LLC | 8,743 | $4.53M | 2.84% | +162+1.9% | Added |
| Burns Matteson Capital Management, LLC | 8,745 | $4.53M | 1.90% | −348−3.8% | Reduced |
| Aldebaran Financial Inc. | 8,756 | $4.54M | 4.54% | +365+4.3% | Added |
| Islay Capital Management, LLC | 8,757 | $4.54M | 2.61% | +640+7.9% | Added |
| New Wave Wealth Advisors LLC | 8,757 | $4.54M | 1.77% | −1,988−18.5% | Reduced |
| Blackstone Group Inc. | 8,765 | $4.54M | 0.02% | +6,165+237.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,767 | $4.54M | 0.87% | +1,742+24.8% | Added |
| 17 Capital Partners, LLC | 8,803 | $4.55M | 2.47% | +29+0.3% | Added |
| Park Edge Advisors, LLC | 8,777 | $4.55M | 1.05% | +893+11.3% | Added |
| Northern Financial Advisors Inc | 8,791 | $4.55M | 2.39% | +665+8.2% | Added |
| Freemont Management S.A. | 8,800 | $4.56M | 3.55% | −25,500−74.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8,815 | $4.57M | 0.22% | +500+6.0% | Added |
| Brendel Financial Advisors LLC | 8,815 | $4.57M | 2.34% | +341+4.0% | Added |
| Prostatis Group LLC | 8,816 | $4.57M | 1.14% | +2,933+49.9% | Added |
| Heritage Family Offices, LLP | 8,821 | $4.57M | 2.13% | −442−4.8% | Reduced |
| Aletheian Wealth Advisors LLC | 8,822 | $4.57M | 2.12% | −125−1.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 8,823 | $4.57M | 1.13% | −1,264−12.5% | Reduced |
| Generation Capital Management LLC | 8,828 | $4.57M | 3.31% | +9+0.1% | Added |
| Lavaca Capital LLC | 8,839 | $4.58M | 0.83% | +2,485+39.1% | Added |
| Palisades Hudson Asset Management, L.P. | 8,844 | $4.58M | 1.66% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 8,847 | $4.58M | 1.08% | +523+6.3% | Added |
| Correct Capital Wealth Management | 8,858 | $4.59M | 0.85% | +227+2.6% | Added |
| Legato Capital Management LLC | 8,871 | $4.59M | 0.50% | −167−1.8% | Reduced |
| Ssa Swiss Advisors AG | 8,898 | $4.60M | 2.14% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 8,891 | $4.61M | 3.65% | +5,275+145.9% | Added |
| Financial Life Planners | 8,900 | $4.61M | 3.10% | −160−1.8% | Reduced |
| Barden Capital Management, Inc. | 8,913 | $4.62M | 3.84% | +68+0.8% | Added |
| Fingerlakes Wealth Management, Inc. | 8,923 | $4.62M | 3.01% | +3,817+74.8% | Added |
| Thrive Capital Management, LLC | 8,930 | $4.63M | 1.19% | +1,187+15.3% | Added |
| Providence Financial Advisors, LLC | 8,941 | $4.63M | 4.42% | +8,941 | New |
| Up Strategic Wealth Investment Advisors LLC | 9,025 | $4.63M | 3.47% | −353−3.8% | Reduced |
| PFW Advisors LLC | 8,947 | $4.63M | 1.37% | +243+2.8% | Added |
| Outlook Wealth Advisors, LLC | 8,948 | $4.63M | 1.15% | −350−3.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 8,949 | $4.64M | 0.90% | −118−1.3% | Reduced |
| Woodward Diversified Capital, LLC | 8,967 | $4.64M | 2.16% | −321−3.5% | Reduced |
| Heartwood Wealth Advisors LLC | 8,968 | $4.64M | 0.43% | +9+0.1% | Added |
| HT Partners LLC | 8,968 | $4.65M | 1.42% | −159−1.7% | Reduced |
| Fonville Wealth Management LLC | 8,977 | $4.65M | 1.05% | −341−3.7% | Reduced |
| Trust Co | 8,989 | $4.66M | 0.48% | −1,796−16.7% | Reduced |
| Integrated Financial Solutions, Inc. | 8,995 | $4.66M | 3.21% | +1,491+19.9% | Added |
| Planning Alternatives Ltd | 8,995 | $4.66M | 0.60% | +1,391+18.3% | Added |
| Richard W. Paul & Associates, LLC | 9,005 | $4.66M | 1.59% | −344−3.7% | Reduced |
| Talisman Wealth Advisors LLC | 9,009 | $4.67M | 3.87% | +31+0.3% | Added |
| Phillips Financial Management, LLC | 9,013 | $4.67M | 0.31% | +2,551+39.5% | Added |
| Vigilare Wealth Management | 9,014 | $4.67M | 1.62% | +35+0.4% | Added |
| Fairscale Capital, LLC | 9,028 | $4.68M | 3.21% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 9,035 | $4.68M | 2.52% | +361+4.2% | Added |
| St. Nicholas Private Asset Management, Inc | 9,036 | $4.68M | 4.06% | +28+0.3% | Added |
| LongView Wealth Management | 9,038 | $4.68M | 1.27% | −114−1.2% | Reduced |
| Turim 21 Investimentos Ltda. | 9,039 | $4.68M | 1.63% | −55,817−86.1% | Reduced |
| Lansing Street Advisors | 9,043 | $4.68M | 1.24% | +387+4.5% | Added |
| PAX Financial Group, LLC | 9,052 | $4.69M | 0.84% | −577−6.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 9,058 | $4.69M | 1.39% | −1,096−10.8% | Reduced |
| Syverson Strege & Co | 9,070 | $4.70M | 1.13% | −183−2.0% | Reduced |
| Provident Trust Co | 9,072 | $4.70M | 0.08% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 9,074 | $4.70M | 2.82% | −24−0.3% | Reduced |
| Pullen Investment Management, LLC | 9,084 | $4.71M | 2.55% | +58+0.6% | Added |
| Cadent Capital Advisors, LLC | 9,091 | $4.71M | 1.25% | +5,161+131.3% | Added |
| Patriot Investment Management Inc. | 9,094 | $4.71M | 0.31% | −417−4.4% | Reduced |
| Olstein Capital Management, L.P. | 9,100 | $4.71M | 0.89% | −900−9.0% | Reduced |
| Northstar Financial Companies, Inc. | 9,112 | $4.72M | 4.37% | +343+3.9% | Added |
| Tarbox Family Office, Inc. | 9,113 | $4.72M | 0.69% | −8−0.1% | Reduced |