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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 10,760 | $5.57M | 1.05% | −8−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 10,901 | $5.58M | 1.63% | +674+6.6% | Added |
| Rydar Equities, Inc. | 10,728 | $5.58M | 4.47% | −525−4.7% | Reduced |
| Indiana Trust & Investment Management CO | 10,767 | $5.58M | 1.70% | +420+4.1% | Added |
| Virtue Asset Management LLC | 10,772 | $5.58M | 4.60% | +10,772 | New |
| Spahn Wealth & Retirement LLC | 10,776 | $5.58M | 3.31% | −224−2.0% | Reduced |
| PUREfi Wealth, LLC | 10,785 | $5.59M | 4.30% | +366+3.5% | Added |
| Cacti Asset Management LLC | 10,930 | $5.59M | 0.38% | −200−1.8% | Reduced |
| Werba Rubin Papier Wealth Management | 10,794 | $5.59M | 0.90% | +328+3.1% | Added |
| Castle Wealth Management LLC | 10,797 | $5.59M | 1.89% | −236−2.1% | Reduced |
| Delphi Financial Group, Inc. | 10,800 | $5.59M | 3.15% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 10,805 | $5.60M | 4.63% | +1,553+16.8% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,808 | $5.60M | 5.80% | −1,012−8.6% | Reduced |
| Horizon Wealth Management, LLC | 10,813 | $5.60M | 0.82% | −70−0.6% | Reduced |
| Mendel Capital Management LLC | 10,825 | $5.61M | 2.94% | +114+1.1% | Added |
| Davis Investment Partners, LLC | 10,802 | $5.61M | 1.92% | −60−0.6% | Reduced |
| BEAM Asset Management, LLC | 10,840 | $5.61M | 1.53% | +233+2.2% | Added |
| Southland Equity Partners LLC | 10,844 | $5.62M | 1.14% | +758+7.5% | Added |
| Dudley & Shanley, Inc. | 10,854 | $5.62M | 0.90% | 00.0% | Unchanged |
| Ti-Trust, Inc | 10,870 | $5.63M | 3.54% | +24+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 10,883 | $5.64M | 0.99% | +4,373+67.2% | Added |
| West Paces Advisors Inc. | 10,890 | $5.64M | 1.12% | +310+2.9% | Added |
| Crescent Sterling, Ltd. | 10,898 | $5.64M | 5.94% | −86−0.8% | Reduced |
| Benchmark Investment Advisors LLC | 10,908 | $5.65M | 3.28% | +10,908 | New |
| bLong Financial, LLC | 10,917 | $5.65M | 3.94% | +40+0.4% | Added |
| ORG Wealth Partners, LLC | 10,939 | $5.67M | 1.21% | +2,537+30.2% | Added |
| TSFG, LLC | 10,944 | $5.67M | 0.90% | +31+0.3% | Added |
| Summit Wealth & Retirement Planning, Inc. | 10,967 | $5.68M | 1.40% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 10,979 | $5.69M | 1.89% | +1,410+14.7% | Added |
| BOCHK Asset Management Ltd | 10,980 | $5.69M | 1.50% | +8,980+449.0% | Added |
| Creative Financial Designs Inc | 10,983 | $5.69M | 0.38% | −341−3.0% | Reduced |
| Shum Financial Group, Inc. | 10,987 | $5.69M | 4.25% | +10,987 | New |
| Carr Financial Group Corp | 10,988 | $5.69M | 1.56% | +202+1.9% | Added |
| Wilson Asset Management (International) Pty Ltd | 11,000 | $5.70M | 1.41% | +11,000 | New |
| Aigen Investment Management, LP | 11,007 | $5.70M | 0.88% | +6,512+144.9% | Added |
| Libra Wealth LLC | 11,012 | $5.70M | 1.71% | −246−2.2% | Reduced |
| Sulzberger Capital Advisors, Inc. | 11,025 | $5.71M | 6.37% | −32−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 11,041 | $5.72M | 3.27% | +101+0.9% | Added |
| Quad-Cities Investment Group, LLC | 11,042 | $5.72M | 2.43% | −221−2.0% | Reduced |
| Bullock Wealth Management Group | 11,006 | $5.72M | 2.85% | −128−1.1% | Reduced |
| National Wealth Management Group, LLC | 11,050 | $5.72M | 2.16% | +5,902+114.6% | Added |
| Coastwise Capital Group, LLC | 11,058 | $5.73M | 4.03% | +83+0.8% | Added |
| Whelan Financial | 11,063 | $5.73M | 1.82% | +1,769+19.0% | Added |
| Bigelow Investment Advisors, LLC | 11,069 | $5.73M | 2.31% | −75−0.7% | Reduced |
| Luts & Greenleigh Group, Inc | 11,073 | $5.74M | 5.15% | +171+1.6% | Added |
| AXS Investments LLC | 11,081 | $5.74M | 1.81% | −3,867−25.9% | Reduced |
| Provenance Wealth Advisors, LLC | 11,097 | $5.75M | 0.74% | +37+0.3% | Added |
| MeadowBrook Investment Advisors LLC | 11,098 | $5.75M | 4.94% | +50.0% | Added |
| Gables Capital Management Inc. | 11,122 | $5.76M | 2.47% | −10−0.1% | Reduced |
| U S Wealth Group, LLC. | 11,130 | $5.76M | 3.77% | −1,522−12.0% | Reduced |
| Vanderbilt University | 11,140 | $5.77M | 0.96% | −2,983−21.1% | Reduced |
| William Mack & Associates, Inc. | 11,146 | $5.77M | 3.10% | −40−0.4% | Reduced |
| Alta Wealth Advisors LLC | 11,160 | $5.78M | 2.07% | −203−1.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 11,200 | $5.80M | 3.98% | +2,474+28.4% | Added |
| Turn8 Private Wealth Inc. | 11,307 | $5.81M | 4.17% | −116−1.0% | Reduced |
| Winton Group Ltd | 11,219 | $5.81M | 0.22% | −3,758−25.1% | Reduced |
| Port Capital LLC | 11,228 | $5.82M | 0.24% | −2,764−19.8% | Reduced |
| NRI Wealth Management LC | 11,237 | $5.82M | 3.11% | +2,379+26.9% | Added |
| Hill Island Financial LLC | 11,246 | $5.82M | 1.45% | +36+0.3% | Added |
| Goepper Burkhardt LLC | 11,249 | $5.83M | 1.99% | +101+0.9% | Added |
| Blue Square Asset Management, LLC | 11,251 | $5.83M | 2.54% | +75+0.7% | Added |
| Kirtland Hills Capital Management, LLC | 11,256 | $5.83M | 2.31% | +969+9.4% | Added |
| Kera Capital Partners, Inc. | 11,257 | $5.83M | 0.87% | +1,627+16.9% | Added |
| GEM Asset Management, LLC | 11,130 | $5.83M | 2.77% | −445−3.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 11,260 | $5.83M | 1.13% | −1,916−14.5% | Reduced |
| OV Management LLC | 11,274 | $5.84M | 4.95% | +354+3.2% | Added |
| Beech Hill Advisors, Inc. | 11,276 | $5.84M | 2.73% | −1,441−11.3% | Reduced |
| Terra Nova Asset Management LLC | 11,290 | $5.85M | 3.69% | +56+0.5% | Added |
| New Insight Wealth Advisors | 11,291 | $5.85M | 2.20% | +570+5.3% | Added |
| Bellwether Advisors, LLC | 11,300 | $5.85M | 0.97% | −899−7.4% | Reduced |
| Clarendon Private LLC | 11,303 | $5.85M | 5.31% | −699−5.8% | Reduced |
| Aire Advisors, LLC | 11,308 | $5.86M | 1.06% | +220+2.0% | Added |
| GraniteShares Advisors LLC | 11,313 | $5.86M | 3.39% | −168−1.5% | Reduced |
| Burt Wealth Advisors | 11,323 | $5.86M | 1.44% | −40−0.4% | Reduced |
| SoundView Advisors Inc. | 11,326 | $5.87M | 2.08% | −404−3.4% | Reduced |
| Hoxton Planning & Management, LLC | 11,325 | $5.87M | 1.89% | +31+0.3% | Added |
| Steadtrust LLC | 11,335 | $5.87M | 3.98% | +758+7.2% | Added |
| Orion Capital Management LLC | 11,343 | $5.88M | 2.05% | −522−4.4% | Reduced |
| Opes Wealth Management LLC | 11,346 | $5.88M | 1.03% | +120+1.1% | Added |
| Five Oceans Advisors | 11,357 | $5.88M | 2.16% | −425−3.6% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 11,362 | $5.89M | 2.58% | −99−0.9% | Reduced |
| Bolthouse Investments, LLC | 11,365 | $5.89M | 5.34% | −1,132−9.1% | Reduced |
| Cahaba Wealth Management, Inc. | 11,366 | $5.89M | 0.43% | −192−1.7% | Reduced |
| KWB Wealth | 11,838 | $5.89M | 0.65% | −203−1.7% | Reduced |
| Sunbeam Capital Management, LLC | 11,373 | $5.89M | 3.66% | +220+2.0% | Added |
| Affiance Financial, LLC | 11,387 | $5.90M | 1.07% | −164−1.4% | Reduced |
| Marshall Financial Group LLC | 11,393 | $5.90M | 1.15% | +7+0.1% | Added |
| Proathlete Wealth Management LLC | 11,393 | $5.90M | 1.70% | +50.0% | Added |
| Vista Investment Partners LLC | 11,396 | $5.90M | 1.65% | −43−0.4% | Reduced |
| Quantbot Technologies LP | 11,418 | $5.91M | 0.16% | +6,783+146.3% | Added |
| Woodard & Co Asset Management Group Inc | 11,421 | $5.92M | 0.96% | +729+6.8% | Added |
| Focused Wealth Management, Inc | 11,431 | $5.92M | 0.64% | −273−2.3% | Reduced |
| Palouse Capital Management, Inc. | 11,437 | $5.92M | 3.77% | −135−1.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,436 | $5.92M | 1.95% | +1,270+12.5% | Added |
| Proffitt & Goodson Inc | 11,441 | $5.93M | 0.85% | +129+1.1% | Added |
| CM Wealth Advisors LLC | 11,452 | $5.93M | 1.56% | −1,278−10.0% | Reduced |
| McMahon Financial Advisors, LLC | 11,459 | $5.94M | 1.30% | +443+4.0% | Added |
| Cahill Financial Advisors Inc | 11,463 | $5.94M | 0.68% | +220+2.0% | Added |
| Raleigh Capital Management Inc. | 11,466 | $5.94M | 2.26% | +713+6.6% | Added |
| Hillman Capital Management, Inc. | 11,470 | $5.94M | 3.46% | −1,625−12.4% | Reduced |