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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 11,474 | $5.94M | 2.64% | −1,069−8.5% | Reduced |
| Todd Asset Management LLC | 11,483 | $5.95M | 0.12% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 11,490 | $5.95M | 3.43% | −43−0.4% | Reduced |
| Northstar Group, Inc. | 11,497 | $5.95M | 0.87% | −75−0.6% | Reduced |
| Riversedge Advisors, LLC | 11,498 | $5.96M | 1.00% | +2,405+26.4% | Added |
| Monetta Financial Services Inc | 11,500 | $5.96M | 4.17% | 00.0% | Unchanged |
| RV Capital GmbH | 11,500 | $5.96M | 1.09% | 00.0% | Unchanged |
| Prospect Capital Advisors, LLC | 11,505 | $5.96M | 3.09% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 11,518 | $5.97M | 2.51% | +693+6.4% | Added |
| Iams Wealth Management, LLC | 11,561 | $5.99M | 2.40% | −3,563−23.6% | Reduced |
| Fountainhead AM, LLC | 11,568 | $5.99M | 0.79% | +279+2.5% | Added |
| Taylor Hoffman Capital Management LLC | 11,570 | $5.99M | 1.89% | −50.0% | Reduced |
| Integral Investment Advisors, Inc. | 11,570 | $5.99M | 1.61% | +426+3.8% | Added |
| Signature Wealth Management Group | 11,580 | $6.00M | 2.33% | −90−0.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 11,600 | $6.01M | 2.36% | −95−0.8% | Reduced |
| Emprise Bank | 11,604 | $6.01M | 2.59% | +44+0.4% | Added |
| Taylor & Morgan Wealth Management, LLC | 11,607 | $6.01M | 3.69% | +62+0.5% | Added |
| Samalin Investment Counsel, LLC | 11,626 | $6.02M | 2.08% | +100+0.9% | Added |
| Landaas & Co | 11,631 | $6.02M | 1.37% | +101+0.9% | Added |
| Royal Harbor Partners, LLC | 11,648 | $6.03M | 2.05% | +69+0.6% | Added |
| Brian Low Financial Group, LLC | 11,665 | $6.04M | 4.69% | +1,634+16.3% | Added |
| Accuvest Global Advisors | 11,665 | $6.04M | 3.77% | −907−7.2% | Reduced |
| Wealth Advisory Solutions, LLC | 11,670 | $6.04M | 1.46% | +165+1.4% | Added |
| Capital Management Associates, Inc | 11,679 | $6.05M | 1.64% | +22+0.2% | Added |
| Wittenberg Investment Management, Inc. | 11,695 | $6.06M | 2.40% | −1,300−10.0% | Reduced |
| Morris Retirement Advisors, LLC | 11,716 | $6.07M | 2.65% | +211+1.8% | Added |
| Terra Alpha Investments LLC | 11,734 | $6.08M | 6.20% | −988−7.8% | Reduced |
| Integrated Quantitative Investments LLC | 11,757 | $6.09M | 1.73% | +2,668+29.4% | Added |
| Threadgill Financial, LLC | 11,777 | $6.10M | 2.96% | +10,212+652.5% | Added |
| Global Assets Advisory, LLC | 11,786 | $6.10M | 1.82% | +1,904+19.3% | Added |
| Schulhoff & Co Inc | 11,801 | $6.11M | 2.61% | −115−1.0% | Reduced |
| Menard Financial Group LLC | 11,830 | $6.13M | 4.12% | +191+1.6% | Added |
| Joseph Group Capital Management | 11,837 | $6.13M | 1.73% | +280+2.4% | Added |
| Creekmur Asset Management LLC | 11,846 | $6.14M | 1.02% | +528+4.7% | Added |
| Investment Advisory Group, LLC | 11,860 | $6.14M | 1.67% | +115+1.0% | Added |
| E&G Advisors, LP | 11,884 | $6.16M | 1.43% | +141+1.2% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 12,132 | $6.16M | 4.39% | −1,960−13.9% | Reduced |
| Forza Wealth Management, LLC | 11,950 | $6.19M | 2.37% | +281+2.4% | Added |
| SIH Partners, LLLP | 11,954 | $6.19M | 0.54% | +10,607+787.5% | Added |
| NFP Retirement, Inc. | 11,967 | $6.20M | 0.40% | −944−7.3% | Reduced |
| a16z Perennial Management, L.P. | 11,978 | $6.20M | 0.49% | −5,734−32.4% | Reduced |
| Nia Impact Advisors, LLC | 11,999 | $6.22M | 2.02% | +5,866+95.6% | Added |
| Peoples Bank | 12,000 | $6.22M | 6.17% | −6,941−36.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 11,963 | $6.22M | 0.96% | +1,807+17.8% | Added |
| Torrey Growth & Income Advisors | 12,004 | $6.22M | 1.83% | +12,004 | New |
| Financial Advisory Partners, LLC | 12,035 | $6.23M | 1.82% | −175−1.4% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 12,043 | $6.24M | 1.21% | −5,132−29.9% | Reduced |
| Conway Capital Management, Inc. | 12,045 | $6.24M | 2.62% | +1,285+11.9% | Added |
| Floyd Financial Group LLC | 12,141 | $6.24M | 4.62% | −876−6.7% | Reduced |
| Montgomery Investment Management Inc | 12,055 | $6.24M | 2.20% | +100+0.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,062 | $6.25M | 2.20% | −237−1.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 12,079 | $6.26M | 3.41% | +538+4.7% | Added |
| Wealthquest Corp | 12,088 | $6.26M | 0.50% | +610+5.3% | Added |
| Manchester Financial Inc | 12,097 | $6.27M | 1.25% | −101−0.8% | Reduced |
| RW Investment Management LLC | 12,100 | $6.27M | 0.65% | −287−2.3% | Reduced |
| Walker Asset Management, LLC | 12,128 | $6.28M | 3.52% | +61+0.5% | Added |
| Successful Portfolios LLC | 12,133 | $6.28M | 3.67% | −352−2.8% | Reduced |
| Liberty Square Wealth Partners LLC | 12,143 | $6.29M | 1.94% | −123−1.0% | Reduced |
| Garden State Investment Advisory Services LLC | 12,144 | $6.30M | 1.59% | −590−4.6% | Reduced |
| Commons Capital, LLC | 12,161 | $6.30M | 4.23% | +24+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 12,185 | $6.31M | 0.70% | +357+3.0% | Added |
| Concorde Financial Corp | 12,189 | $6.31M | 3.50% | −87−0.7% | Reduced |
| Bayesian Capital Management, LP | 12,200 | $6.32M | 1.29% | +12,200 | New |
| Asset Management Group, Inc. | 12,203 | $6.32M | 1.03% | +36+0.3% | Added |
| Redwood Wealth Management Group, LLC | 12,207 | $6.32M | 2.68% | −10−0.1% | Reduced |
| HMS Capital Management, LLC | 12,216 | $6.33M | 2.66% | −61−0.5% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,224 | $6.33M | 0.99% | −74−0.6% | Reduced |
| Left Brain Wealth Management, LLC | 12,231 | $6.34M | 1.99% | +76+0.6% | Added |
| Kane Investment Management, Inc. | 12,244 | $6.34M | 3.09% | −66−0.5% | Reduced |
| Sterling Investment Counsel, LLC | 12,245 | $6.34M | 2.03% | +3,910+46.9% | Added |
| Perkins Capital Management Inc | 12,245 | $6.34M | 5.59% | −40−0.3% | Reduced |
| Silver Lake Advisory, LLC | 12,248 | $6.34M | 2.53% | −40.0% | Reduced |
| Quantitative Investment Management, LLC | 12,252 | $6.34M | 0.88% | +12,252 | New |
| Forte Asset Management LLC | 12,254 | $6.35M | 3.05% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 12,256 | $6.35M | 3.19% | +172+1.4% | Added |
| First International Bank of Israel Ltd. | 12,273 | $6.36M | 3.61% | +673+5.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 12,277 | $6.36M | 7.39% | +216+1.8% | Added |
| Channing Global Advisors, LLC | 12,294 | $6.37M | 4.41% | −2,991−19.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,296 | $6.37M | 0.02% | +10.0% | Added |
| Bridger Management, LLC | 12,300 | $6.37M | 3.43% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 12,300 | $6.37M | 6.11% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 12,314 | $6.38M | 2.46% | +12+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 12,484 | $6.39M | 4.24% | +178+1.4% | Added |
| Windmill Hill Asset Management Ltd | 12,332 | $6.39M | 1.67% | +169+1.4% | Added |
| Marest Capital, LLC | 12,349 | $6.40M | 3.89% | +239+2.0% | Added |
| Sanders Morris Harris LLC | 12,363 | $6.40M | 0.84% | +8,088+189.2% | Added |
| Wolff Wiese Magana LLC | 12,386 | $6.42M | 3.63% | +298+2.5% | Added |
| S&T Bank | 12,396 | $6.42M | 1.81% | −402−3.1% | Reduced |
| GoalVest Advisory LLC | 12,403 | $6.42M | 1.36% | +221+1.8% | Added |
| Harfst & Associates, Inc. | 12,404 | $6.42M | 1.18% | +112+0.9% | Added |
| Semus Wealth Partners LLC | 12,407 | $6.43M | 3.64% | −138−1.1% | Reduced |
| Gallagher Capital Advisors, LLC | 12,300 | $6.43M | 3.73% | −28−0.2% | Reduced |
| Robinswood Financial LLC | 12,418 | $6.43M | 2.15% | −257−2.0% | Reduced |
| Aberdeen Wealth Management LLC | 12,424 | $6.43M | 4.04% | +56+0.5% | Added |
| Pine Harbor Wealth Management, LLC | 12,429 | $6.44M | 2.07% | +918+8.0% | Added |
| Guidance Capital, Inc | 12,307 | $6.44M | 1.68% | −158−1.3% | Reduced |
| Facet Wealth, Inc. | 12,447 | $6.45M | 0.13% | +2,133+20.7% | Added |
| Wedgewood Investors Inc | 12,487 | $6.47M | 7.09% | −24−0.2% | Reduced |
| West Oak Capital, LLC | 12,502 | $6.48M | 2.59% | −385−3.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 12,511 | $6.48M | 3.94% | +10,545+536.4% | Added |