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; 6,248 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
- 5,865
- +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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Greenfield Seitz Capital Management, LLC | 714 | $369.8K | 0.12% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 723 | $374.5K | 0.21% | +723 | New |
| Fox Run Management, L.L.C. | 725 | $375.5K | 0.06% | −773−51.6% | Reduced |
| Cornerstone Management, Inc. | 725 | $375.6K | 0.06% | −22−2.9% | Reduced |
| Summit Investment Advisory Services, LLC | 726 | $376.2K | 0.15% | +12+1.7% | Added |
| Envision Financial Planning, LLC | 727 | $376.6K | 0.16% | −13−1.8% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $377.1K | 0.17% | 00.0% | Unchanged |
| JBGlobal.com LLC | 732 | $379.1K | 0.39% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 733 | $379.7K | 0.17% | −1,069−59.3% | Reduced |
| Pinnacle Family Advisors, LLC | 734 | $379.9K | 0.17% | +97+15.2% | Added |
| McNamara Financial Services, Inc. | 734 | $380.2K | 0.07% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 735 | $380.7K | 0.17% | +735 | New |
| Spectrum Financial Alliance Ltd LLC | 743 | $384.8K | 0.09% | +33+4.6% | Added |
| Ehrenkranz Partners L.P. | 750 | $388.5K | 0.34% | +750 | New |
| Financial Alternatives, Inc | 753 | $390.0K | 0.24% | +71+10.4% | Added |
| JDM Financial Group LLC | 753 | $390.2K | 0.16% | +23+3.2% | Added |
| Straight Path Wealth Management | 20,500 | $390.3K | 0.11% | +19,771+2,712.1% | Added |
| Kennicott Capital Management LLC | 755 | $391.1K | 0.19% | −11−1.4% | Reduced |
| Imprint Wealth LLC | 755 | $391.1K | 1.25% | +755 | New |
| Marquette Asset Management, LLC | 756 | $391.6K | 0.06% | −520−40.8% | Reduced |
| NorthLanding Financial Partners, LLC | 761 | $394.0K | 0.33% | 00.0% | Unchanged |
| Five Pine Wealth Management | 764 | $395.8K | 0.27% | −36−4.5% | Reduced |
| F&V Capital Management, LLC | 767 | $397.0K | 0.09% | −88−10.3% | Reduced |
| Buska Wealth Management, LLC | 771 | $399.4K | 0.12% | +101+15.1% | Added |
| Kiker Wealth Management, LLC | 773 | $400.2K | 0.20% | −403−34.3% | Reduced |
| SWP Financial LLC | 773 | $400.4K | 0.20% | 00.0% | Unchanged |
| BCK Partners, Inc. | 775 | $401.4K | 0.22% | −2−0.3% | Reduced |
| Kinloch Capital, LLC | 776 | $401.9K | 0.18% | −26−3.2% | Reduced |
| Keystone Financial Group, Inc. | 778 | $403.0K | 0.23% | −48−5.8% | Reduced |
| Pioneer Wealth Management Group | 780 | $404.1K | 0.13% | +283+56.9% | Added |
| CenterStar Asset Management, LLC | 784 | $406.0K | 0.77% | +784 | New |
| Rice Hall James & Associates, LLC | 784 | $406.1K | 0.02% | −12−1.5% | Reduced |
| Private Wealth Group, LLC | 784 | $406.1K | 0.20% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 785 | $406.6K | 0.16% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 788 | $408.3K | 0.18% | 00.0% | Unchanged |
| Compass Financial Group, INC | 788 | $408.4K | 0.06% | −15−1.9% | Reduced |
| Amara Financial, LLC. | 788 | $408.4K | 0.30% | +2+0.3% | Added |
| Yardley Wealth Management LLC | 791 | $409.6K | 0.23% | −50−5.9% | Reduced |
| Afg Fiduciary Services Limited Partnership | 791 | $411.1K | 0.24% | 00.0% | Unchanged |
| Sincerus Advisory, LLC | 794 | $411.2K | 0.35% | +29+3.8% | Added |
| WFA Asset Management Corp | 958 | $412.2K | 0.22% | −55−5.4% | Reduced |
| Eq LLC | 796 | $412.3K | 0.14% | −127−13.8% | Reduced |
| SageOak Financial, LLC | 797 | $412.8K | 0.30% | 00.0% | Unchanged |
| Hudson Capital Management LLC | 798 | $413.6K | 0.11% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 800 | $414.0K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 801 | $414.9K | 0.10% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 801 | $414.9K | 0.26% | +3+0.4% | Added |
| Biltmore Wealth Management, LLC | 807 | $417.8K | 0.16% | +1+0.1% | Added |
| Aquire Wealth Advisors, LLC | 807 | $418.0K | 0.10% | +85+11.8% | Added |
| 1492 Capital Management LLC | 811 | $420.1K | 0.17% | +3+0.4% | Added |
| Sterling Investment Advisors LLC | 815 | $422.5K | 0.21% | +255+45.5% | Added |
| PPS&V Asset Management Consultants, Inc. | 816 | $422.9K | 0.24% | −24−2.9% | Reduced |
| Squire Investment Management Company, LLC | 820 | $424.8K | 0.14% | +52+6.8% | Added |
| Friday Financial | 827 | $428.1K | 0.18% | −15−1.8% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 834 | $431.8K | 0.10% | 00.0% | Unchanged |
| Williams Financial, LLC | 837 | $433.3K | 0.45% | +129+18.2% | Added |
| NDWM LLC | 837 | $433.5K | 0.29% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 838 | $433.9K | 0.35% | +838 | New |
| eCIO, Inc. | 838 | $434.1K | 0.16% | +175+26.4% | Added |
| David Kennon Inc | 845 | $437.5K | 0.16% | 00.0% | Unchanged |
| American Investment Services, Inc. | 850 | $440.3K | 0.11% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $441.8K | 0.10% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 853 | $442.0K | 0.11% | +22+2.6% | Added |
| Measured Risk Portfolios, Inc. | 859 | $444.8K | 0.48% | −24−2.7% | Reduced |
| Certus Wealth Management, LLC | 859 | $445.0K | 0.27% | +38+4.6% | Added |
| Clarity Asset Management, Inc. | 862 | $446.6K | 0.25% | −471−35.3% | Reduced |
| Wise Wealth Partners | 863 | $447.2K | 0.68% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 872 | $451.7K | 0.06% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 873 | $452.2K | 0.17% | +75+9.4% | Added |
| Brown Capital Management LLC | 877 | $454.2K | 0.02% | −3,376−79.4% | Reduced |
| Stegner Investment Associates Inc. | 882 | $456.8K | 0.25% | +882 | New |
| Clayton Financial Group LLC | 882 | $456.8K | 0.33% | +882 | New |
| Shore Point Advisors, LLC | 885 | $458.5K | 0.20% | +19+2.2% | Added |
| McGrath & Associates, Inc. | 889 | $460.4K | 0.68% | −77−8.0% | Reduced |
| Graver Capital Management, LLC | 897 | $464.9K | 0.39% | −214−19.3% | Reduced |
| Keating Investment Counselors Inc | 898 | $465.1K | 0.13% | −250−21.8% | Reduced |
| AIFG Consultants Ltd. | 898 | $465.1K | 0.82% | +12+1.4% | Added |
| Maltin Wealth Management, Inc. | 900 | $465.9K | 0.19% | +192+27.1% | Added |
| Integrated Capital Management, Inc. | 900 | $466.2K | 0.32% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 903 | $467.7K | 0.25% | 00.0% | Unchanged |
| Topel & Distasi Wealth Management, LLC | 906 | $469.2K | 0.23% | +906 | New |
| EMC Capital Management | 909 | $471.0K | 0.22% | 00.0% | Unchanged |
| Myecfo, LLC | 911 | $471.9K | 0.21% | 00.0% | Unchanged |
| Lam Group, Inc. | 912 | $472.4K | 0.29% | 00.0% | Unchanged |
| Financial Advisory Corp | 915 | $473.9K | 0.07% | −170−15.7% | Reduced |
| Del-Sette Capital Management, LLC | 916 | $474.3K | 0.29% | +20+2.2% | Added |
| Cardinal Capital Management, Inc. | 930 | $481.7K | 0.01% | +85+10.1% | Added |
| Hoese & Co LLP | 931 | $482.2K | 0.37% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 934 | $483.8K | 0.45% | +3+0.3% | Added |
| Lanham O'Dell & Company, Inc. | 936 | $484.8K | 0.15% | +136+17.0% | Added |
| Beck Bode, LLC | 938 | $486.0K | 0.08% | −118−11.2% | Reduced |
| Beacon Financial Strategies CORP | 940 | $486.9K | 0.29% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 940 | $486.9K | 0.01% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 940 | $486.9K | 0.22% | +940 | New |
| Sound Financial Strategies Group, LLC | 941 | $487.4K | 0.36% | +941 | New |
| Sherbrooke Park Advisers LLC | 943 | $488.4K | 0.23% | +943 | New |
| Aspect Partners, LLC | 945 | $489.2K | 0.22% | −337−26.3% | Reduced |
| Ameraudi Asset Management, Inc. | 949 | $491.5K | 0.30% | −2,000−67.8% | Reduced |
| Pacific Wealth Management | 949 | $491.7K | 0.25% | +1+0.1% | Added |
| AdvisorShares Investments LLC | 950 | $492.1K | 0.08% | +950 | New |