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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 1,246 | $645.3K | 0.38% | +1+0.1% | Added |
| Lowery Thomas, LLC | 1,247 | $645.9K | 0.37% | +1+0.1% | Added |
| HTG Investment Advisors, Inc. | 1,249 | $647.1K | 0.22% | −893−41.7% | Reduced |
| Mustico Financial Group, Inc. | 1,257 | $648.3K | 0.72% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,257 | $651.1K | 0.46% | +38+3.1% | Added |
| Hapanowicz & Associates Financial Services, Inc | 1,261 | $653.1K | 0.30% | +172+15.8% | Added |
| ONE Advisory Partners, LLC | 1,278 | $657.1K | 0.20% | −4−0.3% | Reduced |
| Seven Post Investment Office LP | 1,275 | $660.4K | 0.24% | 00.0% | Unchanged |
| My Personal CFO, LLC | 1,276 | $661.0K | 0.26% | −35,042−96.5% | Reduced |
| Foundation Wealth Management, LLC | 1,276 | $661.0K | 0.26% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,287 | $666.6K | 0.33% | −21−1.6% | Reduced |
| Objective Capital Management, LLC | 1,291 | $668.7K | 0.69% | −6−0.5% | Reduced |
| Corepath Wealth Partners LLC | 1,266 | $669.2K | 0.49% | +114+9.9% | Added |
| Carlson Capital L P | 1,300 | $673.3K | 0.38% | −200−13.3% | Reduced |
| Signal Tree Financial Partners LLC | 1,297 | $674.1K | 0.53% | −80−5.8% | Reduced |
| Dynamic Financial Group | 1,303 | $674.8K | 0.59% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 1,303 | $675.1K | 0.23% | +105+8.8% | Added |
| DKM Wealth Management, Inc. | 1,304 | $675.2K | 0.54% | +30+2.4% | Added |
| Capital Wealth Management, LLC | 1,304 | $675.4K | 0.24% | 00.0% | Unchanged |
| PVG Asset Management Corp | 1,309 | $678.1K | 2.50% | −327−20.0% | Reduced |
| LPWM LLC | 1,310 | $678.3K | 0.18% | +16+1.2% | Added |
| Alpha Financial Advisors, LLC | 1,315 | $681.1K | 0.24% | −42−3.1% | Reduced |
| L.K. Benson & Company, P.C. | 1,315 | $681.1K | 0.37% | −277−17.4% | Reduced |
| Delta Wealth Advisors LLC | 1,318 | $682.7K | 0.53% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 1,319 | $683.3K | 0.24% | +37+2.9% | Added |
| Ramiah Investment Group | 1,322 | $684.7K | 0.61% | −138−9.5% | Reduced |
| New Jersey Better Educational Savings Trust | 1,322 | $684.7K | 1.16% | 00.0% | Unchanged |
| 5T Wealth, LLC | 1,327 | $687.2K | 0.30% | −31−2.3% | Reduced |
| Valley Financial Group, Inc. | 1,330 | $688.9K | 0.39% | +23+1.8% | Added |
| Moody Aldrich Partners LLC | 1,333 | $690.5K | 0.13% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 1,336 | $691.8K | 0.50% | +57+4.5% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,336 | $692.0K | 0.38% | +1+0.1% | Added |
| FPC Investment Advisory, Inc. | 1,338 | $693.0K | 0.42% | 00.0% | Unchanged |
| Seek First Inc. | 1,342 | $695.0K | 0.50% | −16−1.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,349 | $698.6K | 0.20% | −199−12.9% | Reduced |
| Innovator Capital Management, LLC | 1,349 | $698.7K | 17.24% | −891−39.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,349 | $698.7K | 0.41% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,351 | $699.8K | 0.26% | −75−5.3% | Reduced |
| Delta Accumulation, LLC | 1,630 | $701.4K | 3.96% | +2+0.1% | Added |
| Fenimore Asset Management Inc | 1,359 | $703.7K | 0.01% | 00.0% | Unchanged |
| Avalon Advisory Group | 1,359 | $703.9K | 0.29% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,365 | $706.9K | 0.38% | +52+4.0% | Added |
| Schiavi & Co LLC | 1,369 | $709.3K | 0.23% | −50−3.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $710.1K | 0.19% | 00.0% | Unchanged |
| Asset Allocation Strategies LLC | 1,373 | $711.1K | 0.14% | +289+26.7% | Added |
| Birmingham Capital Management Co Inc | 1,374 | $711.7K | 0.33% | −450−24.7% | Reduced |
| Lountzis Asset Management, LLC | 1,382 | $715.8K | 0.23% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 1,383 | $716.3K | 0.60% | +152+12.3% | Added |
| Wexford Capital LP | 1,384 | $716.8K | 0.22% | +246+21.6% | Added |
| Genesis Wealth Advisors, LLC | 1,387 | $718.3K | 0.51% | 00.0% | Unchanged |
| FSA Investment Group, LLC | 1,384 | $719.3K | 0.45% | +847+157.7% | Added |
| Cypress Financial Planning LLC | 1,391 | $720.5K | 0.22% | +28+2.1% | Added |
| LongView Asset Management LLC | 1,393 | $721.4K | 0.50% | +72+5.5% | Added |
| Lauer Wealth, LLC | 1,405 | $721.4K | 0.53% | −100−6.6% | Reduced |
| FIDELIS iM, LLC | 2,565 | $723.0K | 0.50% | +776+43.4% | Added |
| Youngs Advisory Group, Inc. | 1,398 | $724.3K | 0.26% | −60−4.1% | Reduced |
| Briaud Financial Planning, Inc | 1,399 | $724.4K | 0.24% | −62−4.2% | Reduced |
| Martin Capital Advisors, LLP | 1,400 | $725.1K | 0.44% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,402 | $725.9K | 0.58% | +1+0.1% | Added |
| Next Level Wealth Planning, LLC | 1,420 | $735.3K | 0.42% | +57+4.2% | Added |
| Stenahm Asset Managment Ltd | 1,420 | $735.5K | 0.42% | −18,610−92.9% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,422 | $736.5K | 0.13% | +92+6.9% | Added |
| Oceanside Advisors LLC | 1,424 | $737.7K | 0.46% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,425 | $738.1K | 0.35% | +932+189.0% | Added |
| Altus Wealth Management, LLC | 1,425 | $738.2K | 0.33% | −5−0.3% | Reduced |
| Prism Advisors, Inc. | 1,430 | $741.0K | 0.20% | 00.0% | Unchanged |
| Beacon Wealthcare LLC | 1,431 | $741.2K | 0.26% | +101+7.6% | Added |
| JDH Wealth Management, LLC | 1,433 | $742.2K | 0.53% | +60+4.4% | Added |
| Barry Investment Advisors, LLC | 1,435 | $743.4K | 0.17% | +619+75.9% | Added |
| Financial Connections Group, Inc. | 1,439 | $745.0K | 0.29% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,440 | $745.6K | 0.69% | −10−0.7% | Reduced |
| Donald L. Hagan, LLC | 1,441 | $746.2K | 0.37% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,443 | $747.4K | 0.27% | +195+15.6% | Added |
| Galibier Capital Management Ltd. | 1,449 | $750.5K | 0.25% | −359−19.9% | Reduced |
| Wealthcare Capital Management LLC | 1,451 | $751.4K | 0.08% | +9+0.6% | Added |
| GEN Financial Management, INC. | 1,460 | $756.2K | 0.65% | +52+3.7% | Added |
| BCGM Wealth Management, LLC | 1,460 | $756.4K | 0.20% | +335+29.8% | Added |
| Family Office Research LLC | 1,466 | $759.3K | 0.33% | −326−18.2% | Reduced |
| EnRich Financial Partners LLC | 1,466 | $759.5K | 0.22% | −79−5.1% | Reduced |
| Waller Financial Planning Group, Inc | 1,470 | $761.5K | 0.17% | +9+0.6% | Added |
| Tuttle Tactical Management | 1,472 | $762.4K | 2.89% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 1,473 | $762.9K | 0.21% | +3+0.2% | Added |
| Joel Adams & Associates, Inc. | 1,474 | $763.5K | 0.62% | −196−11.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,476 | $764.4K | 0.09% | +375+34.1% | Added |
| NFC Investments, LLC | 1,485 | $769.0K | 0.22% | −15−1.0% | Reduced |
| EntryPoint Capital, LLC | 1,486 | $769.7K | 0.30% | +1,486 | New |
| Red Crane Wealth Management, LLC | 1,487 | $770.0K | 0.65% | +16+1.1% | Added |
| Praetorian Wealth Management, Inc. | 1,487 | $770.2K | 0.16% | +1,487 | New |
| Valued Wealth Advisors LLC | 1,489 | $771.0K | 0.36% | 00.0% | Unchanged |
| Total Wealth Planning, LLC | 1,490 | $771.7K | 0.09% | +301+25.3% | Added |
| Bull Oak Capital, LLC | 1,495 | $774.3K | 0.33% | −10−0.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,500 | $777.0K | 0.33% | −10−0.7% | Reduced |
| True Wealth Design, LLC | 1,501 | $777.3K | 0.24% | +392+35.3% | Added |
| Graham Capital Wealth Management, LLC | 1,503 | $778.5K | 0.79% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,505 | $779.5K | 0.74% | 00.0% | Unchanged |
| Tanglewood Wealth Management, Inc. | 1,506 | $780.0K | 0.07% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,516 | $785.3K | 0.34% | +73+5.1% | Added |
| New Perspectives, Inc | 1,521 | $787.6K | 0.35% | +1+0.1% | Added |
| Hibernia Wealth Partners, LLC | 1,531 | $789.1K | 0.51% | −3,083−66.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 1,526 | $790.3K | 0.29% | +83+5.8% | Added |