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 |
|---|---|---|---|---|---|
| New Harbor Financial Group, LLC | 952 | $493.1K | 0.10% | +346+57.1% | Added |
| Treasure Coast Financial Planning | 953 | $493.6K | 0.28% | 00.0% | Unchanged |
| Infinity Wealth Counsel, LLC | 953 | $493.6K | 0.48% | 00.0% | Unchanged |
| Versor Investments LP | 955 | $494.6K | 0.09% | +955 | New |
| Constellation Investimentos e Participacoes Ltda | 956 | $495.2K | 1.06% | +956 | New |
| Fulcrum Equity Management | 958 | $496.3K | 0.50% | +122+14.6% | Added |
| Vawter Financial, Ltd. | 960 | $497.2K | 0.23% | +960 | New |
| Strategic Point Investment Advisors, LLC | 961 | $497.8K | 0.07% | −40−4.0% | Reduced |
| Nestegg Advisors, Inc. | 966 | $500.3K | 0.44% | +1+0.1% | Added |
| Stephen J. Garry & Associates, LLC | 966 | $500.3K | 0.40% | −71−6.8% | Reduced |
| ArborFi Advisors, LLC | 969 | $501.9K | 0.41% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 973 | $504.0K | 0.34% | −53−5.2% | Reduced |
| Wela Strategies, Inc. | 973 | $504.0K | 0.19% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 977 | $506.0K | 0.39% | +12+1.2% | Added |
| Scratch Capital LLC | 977 | $506.1K | 0.33% | −175−15.2% | Reduced |
| American Financial & Tax Strategies Inc | 982 | $508.6K | 0.25% | −240−19.6% | Reduced |
| City Center Advisors, LLC | 984 | $509.7K | 0.50% | +4+0.4% | Added |
| FinDec Wealth Services, Inc. | 986 | $510.5K | 0.53% | −23−2.3% | Reduced |
| Significant Wealth Partners LLC | 991 | $513.3K | 0.25% | −26−2.6% | Reduced |
| CFC Planning Co LLC | 992 | $513.9K | 0.43% | −35−3.4% | Reduced |
| Kropog Financial Group, LLC | 992 | $514.0K | 0.42% | −40−3.9% | Reduced |
| Redwood Park Advisors LLC | 995 | $515.5K | 0.38% | +1+0.1% | Added |
| Vista Finance, LLC | 996 | $515.8K | 0.34% | +1+0.1% | Added |
| IvyRock Asset Management (HK) Ltd | 1,000 | $518.0K | 0.22% | 00.0% | Unchanged |
| Kirkwood Financial Services | 1,005 | $520.3K | 0.19% | +1,005 | New |
| Safir Wealth Advisors, LLC | 1,006 | $521.1K | 0.37% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 1,010 | $523.1K | 0.45% | +148+17.2% | Added |
| Grantvest Financial Group LLC | 1,018 | $527.5K | 0.36% | −127−11.1% | Reduced |
| Daner Wealth Management, LLC | 1,037 | $532.4K | 0.35% | +107+11.5% | Added |
| McCarthy & Cox | 1,030 | $533.5K | 0.12% | −49−4.5% | Reduced |
| Mills Wealth Advisors LLC | 1,030 | $533.6K | 0.22% | −1−0.1% | Reduced |
| Fusion Family Wealth LLC | 1,031 | $534.0K | 0.04% | 00.0% | Unchanged |
| Bannerman Wealth Management Group, LLC | 1,032 | $534.5K | 0.39% | −37−3.5% | Reduced |
| George Kaiser Family Foundation | 1,038 | $537.6K | 0.08% | 00.0% | Unchanged |
| Gutierrez Wealth Advisory, LLC | 1,040 | $538.5K | 0.34% | −352−25.3% | Reduced |
| Pinney & Scofield, Inc. | 1,042 | $539.7K | 0.34% | 00.0% | Unchanged |
| White Wing Wealth Management | 1,042 | $541.5K | 0.34% | +106+11.3% | Added |
| Monument Group Wealth Advisors, LLC | 1,046 | $541.8K | 0.32% | −299−22.2% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,046 | $541.9K | 0.96% | +46+4.6% | Added |
| Stonebridge Wealth Management, LLC | 1,048 | $542.9K | 0.47% | +7+0.7% | Added |
| Highlander Partners, L.P. | 1,050 | $543.8K | 0.19% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,064 | $551.1K | 0.25% | +19+1.8% | Added |
| Retirement Financial Solutions, LLC | 1,068 | $553.3K | 0.11% | +1,068 | New |
| FMA Wealth Management, LLC | 1,068 | $553.3K | 0.38% | −20−1.8% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,075 | $557.0K | 0.41% | −3,884−78.3% | Reduced |
| Ridgeline Wealth Planning, LLC | 1,078 | $558.4K | 0.42% | +163+17.8% | Added |
| Family Investment Center, Inc. | 1,080 | $559.5K | 0.12% | −315−22.6% | Reduced |
| SpringVest Wealth Management LLC | 1,081 | $560.1K | 0.41% | +1+0.1% | Added |
| Sunesis Advisors, LLC | 1,082 | $560.4K | 0.26% | +1,082 | New |
| Redmont Wealth Advisors LLC | 1,083 | $560.9K | 0.78% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,085 | $562.0K | 0.24% | −370−25.4% | Reduced |
| Mendota Financial Group, LLC | 1,089 | $564.0K | 0.42% | 00.0% | Unchanged |
| Three Cord True Wealth Management, LLC | 1,092 | $565.5K | 0.38% | −41−3.6% | Reduced |
| Roth Financial Partners LLC | 1,094 | $566.6K | 0.19% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,097 | $568.1K | 0.23% | +22+2.0% | Added |
| Capital CS Group, LLC | 1,097 | $568.2K | 0.93% | −331−23.2% | Reduced |
| Latko Wealth Management, Ltd. | 1,105 | $572.6K | 0.29% | −80−6.8% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,106 | $572.8K | 0.25% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 1,107 | $573.4K | 0.16% | +15+1.4% | Added |
| Cordant, Inc. | 1,113 | $576.5K | 0.26% | 00.0% | Unchanged |
| WJ Interests, LLC | 1,115 | $577.5K | 0.23% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,116 | $578.0K | 0.42% | +10+0.9% | Added |
| Sicart Associates LLC | 1,122 | $581.1K | 0.16% | 00.0% | Unchanged |
| Quest Partners LLC | 1,122 | $581.1K | 0.04% | +780+228.1% | Added |
| Lagoda Investment Management, L.P. | 1,125 | $582.7K | 0.33% | −150−11.8% | Reduced |
| Hyperion Capital Advisors LP | 1,127 | $583.7K | 0.31% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1,130 | $585.1K | 0.42% | −3−0.3% | Reduced |
| Triune Financial Partners, LLC | 1,134 | $587.2K | 0.15% | −22−1.9% | Reduced |
| GenWealth Group, Inc. | 1,141 | $591.0K | 0.11% | −39−3.3% | Reduced |
| DC Investments Management, LLC | 1,142 | $591.5K | 0.25% | 00.0% | Unchanged |
| Brighton Securities Corp. | 1,142 | $591.7K | 0.31% | −43−3.6% | Reduced |
| Two West Capital Advisors LLC | 1,132 | $592.8K | 0.36% | +161+16.6% | Added |
| Two Sigma Securities, LLC | 1,148 | $594.6K | 0.09% | −671−36.9% | Reduced |
| Marmo Financial Group, LLC | 1,148 | $594.8K | 0.29% | +19+1.7% | Added |
| Schnieders Capital Management, LLC. | 111,095 | $598.1K | 0.11% | +111,095 | New |
| POM Investment Strategies, LLC | 1,161 | $601.3K | 0.33% | +969+504.7% | Added |
| John W. Brooker & Co., CPAs | 1,162 | $601.9K | 1.22% | +362+45.3% | Added |
| Landmark Wealth Management, LLC | 1,175 | $608.5K | 0.24% | −17−1.4% | Reduced |
| Strid Group, LLC | 1,177 | $609.6K | 0.08% | +31+2.7% | Added |
| OLIO Financial Planning | 1,182 | $612.2K | 0.18% | −17−1.4% | Reduced |
| Midwestern Financial, LLC | 1,183 | $612.6K | 0.53% | +2+0.2% | Added |
| Beacon Financial Planning, Inc | 1,188 | $615.3K | 0.32% | −25−2.1% | Reduced |
| WealthTrak Capital Management LLC | 1,192 | $617.4K | 0.51% | +113+10.5% | Added |
| Capasso Planning Partners LLC | 1,195 | $618.7K | 0.39% | −664−35.7% | Reduced |
| Highland Financial Advisors, LLC | 1,199 | $620.9K | 0.18% | +166+16.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,206 | $625.0K | 0.18% | −89−6.9% | Reduced |
| Jordan Park Trust Co LLC | 1,209 | $626.2K | 0.61% | −94−7.2% | Reduced |
| Eqis Capital Management, Inc. | 1,209 | $626.3K | 0.17% | −22,601−94.9% | Reduced |
| United Financial Planning Group LLC | 1,212 | $627.8K | 0.40% | +1,212 | New |
| McCarthy Asset Management, Inc. | 1,213 | $628.4K | 0.40% | −20−1.6% | Reduced |
| BetterWealth, LLC | 1,213 | $628.4K | 0.15% | −840−40.9% | Reduced |
| Truefg, LLC | 1,216 | $629.8K | 0.17% | +12+1.0% | Added |
| Grand Wealth Management, LLC | 1,222 | $632.7K | 0.31% | −26−2.1% | Reduced |
| Ehrlich Financial Group | 1,223 | $633.5K | 0.38% | +12+1.0% | Added |
| Bay Harbor Wealth Management, LLC | 1,226 | $635.0K | 0.17% | +69+6.0% | Added |
| Fee-Only Financial Planning, L.C. | 1,226 | $635.0K | 0.37% | 00.0% | Unchanged |
| Financial Futures Ltd Liability Co. | 1,234 | $639.1K | 0.31% | −99−7.4% | Reduced |
| LifeGuide Financial Advisors, LLC | 1,303 | $641.1K | 0.24% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,238 | $641.2K | 0.20% | +238+23.8% | Added |
| Guardian Wealth Advisors, LLC | 1,243 | $643.6K | 0.36% | +96+8.4% | Added |