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 |
|---|---|---|---|---|---|
| Pacific Asset Management, LLC | 9,874 | $5.11M | 3.47% | +1,934+24.4% | Added |
| Legacy Financial Strategies, LLC | 9,886 | $5.12M | 0.92% | +550+5.9% | Added |
| XTX Topco Ltd | 9,906 | $5.13M | 0.27% | −23,207−70.1% | Reduced |
| Advance Capital Management, Inc. | 9,923 | $5.14M | 0.22% | +130+1.3% | Added |
| Running Point Capital Advisors, LLC | 9,924 | $5.14M | 1.38% | +318+3.3% | Added |
| Fiduciary Wealth Partners, LLC | 9,928 | $5.14M | 2.16% | +6,189+165.5% | Added |
| Mma Asset Management LLC | 9,956 | $5.16M | 1.72% | +3,979+66.6% | Added |
| Clarity Wealth Advisors, LLC | 9,965 | $5.16M | 1.14% | −278−2.7% | Reduced |
| Seneschal Advisors, LLC | 9,970 | $5.16M | 3.75% | +565+6.0% | Added |
| Dunhill Financial, LLC | 9,984 | $5.17M | 1.35% | +1,530+18.1% | Added |
| Fiduciary Financial Group, LLC | 9,984 | $5.17M | 0.82% | +105+1.1% | Added |
| Telemark Asset Management, LLC | 10,000 | $5.18M | 0.49% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 10,005 | $5.18M | 0.19% | +10,005 | New |
| Darwin Advisors, LLC | 10,006 | $5.18M | 1.65% | +1,693+20.4% | Added |
| Flaharty Asset Management, LLC | 10,012 | $5.19M | 0.66% | +1,127+12.7% | Added |
| Front Street Capital Management, Inc. | 10,037 | $5.19M | 0.80% | +568+6.0% | Added |
| Operose Advisors LLC | 10,025 | $5.19M | 1.29% | +1,620+19.3% | Added |
| Exchange Bank | 10,028 | $5.19M | 3.60% | +679+7.3% | Added |
| Insight Inv LLC | 10,039 | $5.20M | 3.05% | −304−2.9% | Reduced |
| Catalina Capital Group, LLC | 10,051 | $5.21M | 3.21% | +12+0.1% | Added |
| Fortis Group Advisors, LLC | 10,058 | $5.21M | 0.90% | +227+2.3% | Added |
| Precedent Wealth Partners, LLC | 10,062 | $5.21M | 1.15% | +271+2.8% | Added |
| Strategic Advocates LLC | 10,066 | $5.21M | 1.36% | −162−1.6% | Reduced |
| Tectonic Advisors LLC | 10,072 | $5.22M | 0.28% | −1,930−16.1% | Reduced |
| Atala Financial Inc | 10,076 | $5.22M | 3.30% | +195+2.0% | Added |
| Cascade Investment Advisors, Inc. | 10,090 | $5.23M | 3.17% | −267−2.6% | Reduced |
| Crew Capital Management, Ltd. | 10,097 | $5.23M | 3.50% | −295−2.8% | Reduced |
| Kelly Financial Group LLC | 10,110 | $5.24M | 1.39% | −63−0.6% | Reduced |
| Charter Oak Capital Management, LLC | 10,117 | $5.24M | 0.41% | −522−4.9% | Reduced |
| Keynote Financial Services LLC | 10,134 | $5.25M | 3.17% | −144−1.4% | Reduced |
| Financial Sense Advisors, Inc. | 10,135 | $5.25M | 0.97% | −9−0.1% | Reduced |
| Beacon Capital Management, LLC | 10,165 | $5.26M | 0.75% | +174+1.7% | Added |
| Invenio Wealth Partners LLC | 10,177 | $5.27M | 1.92% | −38−0.4% | Reduced |
| Capstone Triton Financial Group, LLC | 10,198 | $5.28M | 3.54% | +50.0% | Added |
| Swisher Financial Concepts, Inc. | 10,205 | $5.29M | 3.17% | −7−0.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,291 | $5.30M | 0.62% | −68−0.7% | Reduced |
| Arvest Investments, Inc. | 10,231 | $5.30M | 0.76% | −626−5.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,233 | $5.30M | 0.40% | +10,233 | New |
| Rossby Financial, LCC | 10,202 | $5.30M | 1.76% | +205+2.1% | Added |
| Warren Street Wealth Advisors, LLC | 10,243 | $5.31M | 1.59% | +342+3.5% | Added |
| Gould Capital, LLC | 10,243 | $5.31M | 3.28% | −170−1.6% | Reduced |
| Blueprint Financial Advisors LLC | 10,254 | $5.31M | 1.15% | +5,806+130.5% | Added |
| Wall Street Financial Group, Inc. | 10,260 | $5.31M | 3.90% | +2,195+27.2% | Added |
| Strata Wealth Advisors, LLC | 10,278 | $5.32M | 1.41% | +137+1.4% | Added |
| Drake & Associates, LLC | 10,498 | $5.32M | 1.12% | −594−5.4% | Reduced |
| Hikari Tsushin, Inc. | 10,283 | $5.33M | 0.36% | 00.0% | Unchanged |
| Rogco, LP | 10,284 | $5.33M | 1.87% | −236−2.2% | Reduced |
| Arcataur Capital Management LLC | 10,315 | $5.34M | 1.57% | +513+5.2% | Added |
| Guardian Investment Management | 10,344 | $5.36M | 4.67% | +2,000+24.0% | Added |
| TCFG Wealth Management, LLC | 10,360 | $5.37M | 2.11% | +196+1.9% | Added |
| Northwest Wealth Management, LLC | 10,363 | $5.37M | 0.88% | +442+4.5% | Added |
| Gordian Capital Singapore Pte Ltd | 10,382 | $5.38M | 7.27% | −500−4.6% | Reduced |
| Viewpoint Investment Partners Corp | 10,820 | $5.38M | 2.94% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 10,391 | $5.38M | 7.35% | −396−3.7% | Reduced |
| Resolute Wealth Strategies, LLC | 10,392 | $5.38M | 2.46% | +1,296+14.2% | Added |
| RF&L Wealth Management, LLC | 10,395 | $5.38M | 3.16% | +45+0.4% | Added |
| Francis Financial, Inc. | 6,508 | $5.40M | 0.96% | +1,994+44.2% | Added |
| Madden Securities Corp | 10,437 | $5.41M | 1.65% | −10−0.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 10,444 | $5.41M | 3.50% | −7−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 10,450 | $5.41M | 1.24% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 10,451 | $5.41M | 1.99% | +356+3.5% | Added |
| EdgeRock Capital LLC | 10,455 | $5.42M | 1.51% | +925+9.7% | Added |
| Brookmont Capital Management | 10,463 | $5.42M | 3.01% | −297−2.8% | Reduced |
| Eagle Bay Advisors LLC | 10,465 | $5.42M | 4.26% | −1,179−10.1% | Reduced |
| Rede Wealth, LLC | 10,465 | $5.42M | 4.26% | +1,878+21.9% | Added |
| Gordian Advisors LLC | 10,466 | $5.42M | 3.64% | +20.0% | Added |
| Tevis Investment Management | 10,479 | $5.43M | 3.27% | +82+0.8% | Added |
| Kapstone Financial Advisors LLC | 10,479 | $5.43M | 2.56% | +36+0.3% | Added |
| IronBridge Private Wealth, LLC | 10,481 | $5.43M | 1.71% | −1,624−13.4% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 10,505 | $5.44M | 2.42% | +10,505 | New |
| Elm3 Financial Group, LLC | 10,512 | $5.44M | 4.46% | −721−6.4% | Reduced |
| D.B. Root & Company, LLC | 10,536 | $5.46M | 1.39% | −611−5.5% | Reduced |
| Great Point Wealth Advisors, LLC | 10,551 | $5.46M | 1.03% | +10,551 | New |
| Crowley Wealth Management, Inc. | 10,560 | $5.47M | 4.35% | +132+1.3% | Added |
| Signature Wealth Management Partners, LLC | 10,570 | $5.47M | 2.87% | +1,137+12.1% | Added |
| AGH Wealth Advisors, LLC | 10,588 | $5.48M | 4.02% | −907−7.9% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 10,596 | $5.49M | 10.06% | −3,479−24.7% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 10,600 | $5.49M | 3.77% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,610 | $5.50M | 0.48% | −472−4.3% | Reduced |
| Stillwater Wealth Management Group | 10,617 | $5.50M | 3.85% | +10,617 | New |
| Access Financial Services, Inc. | 10,622 | $5.50M | 1.99% | −333−3.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 10,623 | $5.50M | 4.28% | −236−2.2% | Reduced |
| Activest Wealth Management | 10,630 | $5.51M | 1.11% | +731+7.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,677 | $5.53M | 1.66% | +227+2.2% | Added |
| Matauro, LLC | 10,690 | $5.54M | 0.88% | −140−1.3% | Reduced |
| Rialto Wealth Management, LLC | 10,691 | $5.54M | 1.43% | +14+0.1% | Added |
| CLG LLC | 10,699 | $5.54M | 1.51% | −39−0.4% | Reduced |
| Ellenbecker Investment Group | 10,714 | $5.55M | 0.82% | −992−8.5% | Reduced |
| Pinnacle Holdings, LLC | 10,730 | $5.56M | 1.94% | −232−2.1% | Reduced |
| Sachetta, LLC | 10,736 | $5.56M | 2.07% | +613+6.1% | Added |
| Financial Council Asset Management Inc | 10,740 | $5.56M | 2.47% | +39+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 10,743 | $5.56M | 5.03% | −1,000−8.5% | Reduced |
| MWA Asset Management | 10,743 | $5.56M | 3.07% | −225−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 10,789 | $5.56M | 0.85% | +63+0.6% | Added |
| Goldstone Financial Group, LLC | 10,743 | $5.56M | 0.66% | +827+8.3% | Added |
| Total Clarity Wealth Management, Inc. | 10,750 | $5.57M | 1.48% | −53−0.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 10,752 | $5.57M | 1.88% | +117+1.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 10,754 | $5.57M | 0.66% | −11,497−51.7% | Reduced |
| Avantra Family Wealth, Inc. | 10,757 | $5.57M | 4.17% | +303+2.9% | Added |
| KC Investment Advisors, LLC | 10,643 | $5.57M | 1.52% | +277+2.7% | Added |