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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 9,103 | $4.73M | 2.76% | +67+0.7% | Added |
| Mayport, LLC | 9,144 | $4.74M | 1.03% | −17−0.2% | Reduced |
| Heritage Financial Services, LLC | 9,144 | $4.74M | 0.43% | −68−0.7% | Reduced |
| FDx Advisors, Inc. | 9,151 | $4.74M | 1.42% | −829−8.3% | Reduced |
| Rise Advisors, LLC | 9,156 | $4.74M | 1.70% | +426+4.9% | Added |
| Independent Wealth Network Inc. | 9,176 | $4.75M | 1.53% | −260−2.8% | Reduced |
| Fjell Capital, LLC | 9,177 | $4.75M | 4.19% | −35−0.4% | Reduced |
| Baring Financial LLC | 9,189 | $4.76M | 3.24% | −146−1.6% | Reduced |
| Salvus Wealth Management, LLC | 9,201 | $4.77M | 2.66% | +114+1.3% | Added |
| Conscious Wealth Investments, LLC | 9,218 | $4.77M | 2.83% | −87−0.9% | Reduced |
| West Bancorporation Inc | 9,218 | $4.77M | 2.65% | +1,044+12.8% | Added |
| Steinberganna Wealth Management | 9,220 | $4.78M | 2.25% | +9,220 | New |
| Select Asset Management & Trust | 9,222 | $4.78M | 1.47% | +32+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 9,225 | $4.78M | 3.13% | −234−2.5% | Reduced |
| Seamount Financial Group Inc | 9,240 | $4.79M | 2.26% | +321+3.6% | Added |
| Arlington Partners LLC | 9,250 | $4.79M | 1.66% | −609−6.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 9,262 | $4.80M | 0.73% | −589−6.0% | Reduced |
| Birch Financial Group, LLC | 9,274 | $4.80M | 2.83% | +487+5.5% | Added |
| Ellis Investment Partners, LLC | 9,279 | $4.81M | 0.87% | +803+9.5% | Added |
| Nvest Financial, LLC | 9,283 | $4.81M | 2.76% | −2,643−22.2% | Reduced |
| Whalen Wealth Management Inc. | 9,288 | $4.81M | 2.81% | +4,794+106.7% | Added |
| Eagle Bluffs Wealth Management LLC | 9,292 | $4.81M | 2.08% | +166+1.8% | Added |
| Gsa Capital Partners LLP | 9,296 | $4.82M | 0.40% | −21,133−69.5% | Reduced |
| RFP Financial Group LLC | 9,688 | $4.82M | 1.96% | −62−0.6% | Reduced |
| Pointe Capital Management LLC | 9,309 | $4.82M | 2.36% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9,317 | $4.83M | 0.66% | +1,883+25.3% | Added |
| Proactive Wealth Strategies LLC | 9,325 | $4.83M | 2.08% | +237+2.6% | Added |
| Roberts Capital Advisors, LLC | 9,326 | $4.83M | 5.37% | −14,451−60.8% | Reduced |
| Baron Wealth Management LLC | 9,326 | $4.83M | 1.60% | −772−7.6% | Reduced |
| Pring Turner Capital Group Inc | 9,328 | $4.83M | 2.95% | −232−2.4% | Reduced |
| Petros Family Wealth, LLC | 9,334 | $4.83M | 4.05% | +333+3.7% | Added |
| Balentine LLC | 9,340 | $4.84M | 0.18% | +3,149+50.9% | Added |
| Guerra Pan Advisors, LLC | 9,352 | $4.84M | 2.93% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 9,365 | $4.85M | 2.70% | +25+0.3% | Added |
| Lynx Investment Advisory | 9,376 | $4.86M | 2.91% | +83+0.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,381 | $4.86M | 1.93% | −293−3.0% | Reduced |
| Midwest Financial Group LLC | 9,384 | $4.86M | 2.32% | −23−0.2% | Reduced |
| Index Fund Advisors, Inc. | 9,385 | $4.86M | 0.24% | +2,388+34.1% | Added |
| Prentice Wealth Management LLC | 9,413 | $4.88M | 1.20% | −182−1.9% | Reduced |
| Lodestar Private Asset Management LLC | 9,420 | $4.88M | 0.51% | +32+0.3% | Added |
| Atom Investors LP | 9,433 | $4.89M | 0.37% | +872+10.2% | Added |
| Peterson Wealth Management | 9,443 | $4.89M | 3.39% | −3,178−25.2% | Reduced |
| HighVista Strategies LLC | 9,458 | $4.90M | 1.20% | −800−7.8% | Reduced |
| Satovsky Asset Management LLC | 9,467 | $4.90M | 0.98% | −83−0.9% | Reduced |
| Family Capital Trust Co | 9,468 | $4.90M | 1.64% | +230+2.5% | Added |
| Argyle Capital Partners, LLC | 9,471 | $4.91M | 3.52% | +124+1.3% | Added |
| Lakehouse Capital Pty Ltd | 9,472 | $4.91M | 3.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 9,474 | $4.91M | 1.97% | −42−0.4% | Reduced |
| Game Creek Capital, LP | 9,475 | $4.91M | 2.11% | −25−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 9,475 | $4.91M | 2.45% | −54−0.6% | Reduced |
| Wulff, Hansen & Co. | 9,481 | $4.91M | 4.23% | −410−4.1% | Reduced |
| Green Square Capital Advisors LLC | 9,884 | $4.92M | 0.59% | 00.0% | Unchanged |
| NDVR, Inc. | 9,495 | $4.92M | 4.10% | +257+2.8% | Added |
| WMG Financial Advisors, LLC | 9,501 | $4.92M | 1.64% | +187+2.0% | Added |
| Hutchinson Financial Advisors, INC | 9,502 | $4.92M | 4.84% | +171+1.8% | Added |
| DMG Group, LLC | 9,503 | $4.92M | 3.41% | +121+1.3% | Added |
| Firethorn Wealth Partners, LLC | 9,505 | $4.92M | 1.94% | −82−0.9% | Reduced |
| Waterway Wealth Management, LLC | 9,513 | $4.93M | 1.18% | +572+6.4% | Added |
| Gilbert & Cook, Inc. | 9,550 | $4.95M | 0.64% | +39+0.4% | Added |
| Legacy Capital Wealth Partners, LLC | 9,554 | $4.95M | 1.08% | +535+5.9% | Added |
| Cross Staff Investments Inc | 9,558 | $4.95M | 3.46% | +141+1.5% | Added |
| First National Bank | 9,564 | $4.95M | 2.64% | −247−2.5% | Reduced |
| Keyvantage Wealth, LLC | 9,579 | $4.96M | 2.08% | +398+4.3% | Added |
| Hilltop Partners LLC | 9,587 | $4.97M | 1.48% | +112+1.2% | Added |
| Massachusetts Wealth Management | 9,605 | $4.97M | 2.47% | −115−1.2% | Reduced |
| One Day In July LLC | 9,608 | $4.98M | 0.42% | −369−3.7% | Reduced |
| Mainsail Financial Group, LLC | 9,612 | $4.98M | 2.14% | +57+0.6% | Added |
| Accel Wealth Management | 9,628 | $4.99M | 1.45% | −105−1.1% | Reduced |
| Rockingstone Advisors LLC | 9,634 | $4.99M | 2.46% | −13−0.1% | Reduced |
| Wealth Quarterback LLC | 9,642 | $4.99M | 1.93% | +125+1.3% | Added |
| Hobart Private Capital, LLC | 9,648 | $5.00M | 1.05% | +1,192+14.1% | Added |
| City of London Investment Management Co Ltd | 9,653 | $5.00M | 0.37% | −2,168−18.3% | Reduced |
| Pictet Bank & Trust Ltd | 9,693 | $5.00M | 6.02% | −182−1.8% | Reduced |
| Wagner Wealth Management, LLC | 9,669 | $5.01M | 1.16% | +31+0.3% | Added |
| Greenup Street Wealth Management LLC | 9,672 | $5.01M | 0.77% | −2,413−20.0% | Reduced |
| Tsai Capital Corp | 9,672 | $5.01M | 3.49% | +455+4.9% | Added |
| Sentinus, LLC | 9,680 | $5.01M | 1.09% | +1,007+11.6% | Added |
| Forefront Wealth Partners, LLC | 9,682 | $5.01M | 1.26% | −564−5.5% | Reduced |
| Abel Hall, LLC | 9,687 | $5.02M | 2.03% | −29−0.3% | Reduced |
| Well Done, LLC | 9,687 | $5.02M | 0.85% | −224−2.3% | Reduced |
| Hilltop Wealth Advisors, LLC | 9,715 | $5.03M | 2.62% | +4,109+73.3% | Added |
| Unique Wealth Strategies, LLC | 9,719 | $5.03M | 1.98% | −2,030−17.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 9,602 | $5.04M | 0.51% | +3,072+47.0% | Added |
| Tiff Advisory Services Inc | 9,732 | $5.04M | 1.05% | +2,919+42.8% | Added |
| Rbo & Co LLC | 9,735 | $5.04M | 0.79% | 00.0% | Unchanged |
| SLT Holdings LLC | 9,744 | $5.05M | 3.30% | −175−1.8% | Reduced |
| Pecaut & Co. | 9,745 | $5.05M | 1.62% | −40.0% | Reduced |
| Opal Wealth Advisors, LLC | 9,747 | $5.05M | 1.40% | −297−3.0% | Reduced |
| CKW Financial Group | 9,715 | $5.05M | 0.55% | +101+1.1% | Added |
| Laraway Financial Inc | 9,754 | $5.05M | 3.45% | +60+0.6% | Added |
| Acorns Advisers, LLC | 9,755 | $5.05M | 0.04% | +1,229+14.4% | Added |
| Montis Financial, LLC | 9,764 | $5.06M | 1.17% | +2,506+34.5% | Added |
| Goldstein Advisors, LLC | 9,772 | $5.06M | 0.62% | +41+0.4% | Added |
| Detalus Advisors, LLC | 9,775 | $5.06M | 1.31% | −22−0.2% | Reduced |
| Fedenia Advisers LLC | 9,784 | $5.07M | 2.01% | +1,484+17.9% | Added |
| Aull & Monroe Investment Management Corp | 9,785 | $5.07M | 2.59% | −26−0.3% | Reduced |
| Bosman Wealth Management, LLC | 9,817 | $5.08M | 3.94% | −16−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 9,844 | $5.10M | 0.78% | −645−6.1% | Reduced |
| West Wealth Group, LLC | 9,954 | $5.11M | 1.15% | +680+7.3% | Added |
| Clark Financial Services Group Inc | 9,867 | $5.11M | 2.72% | +173+1.8% | Added |