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 |
|---|---|---|---|---|---|
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,529 | $792.0K | 0.26% | +2+0.1% | Added |
| Boston Standard Wealth Management, LLC | 1,531 | $793.0K | 0.13% | −4−0.3% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 1,532 | $793.4K | 0.40% | −8−0.5% | Reduced |
| Israel Discount Bank of New York | 1,532 | $793.5K | 2.35% | −42−2.7% | Reduced |
| Pembroke Management, LTD | 1,532 | $793.5K | 0.08% | +453+42.0% | Added |
| Chesapeake Capital Corp | 1,536 | $795.6K | 0.71% | +1,536 | New |
| IMG Wealth Management, Inc. | 1,537 | $796.1K | 0.54% | 00.0% | Unchanged |
| Sippican Capital Advisors | 1,538 | $796.6K | 0.53% | 00.0% | Unchanged |
| BCM Advisors, LLC | 1,470 | $796.8K | 0.16% | +3+0.2% | Added |
| Sims Investment Management, LLC | 1,540 | $797.6K | 0.29% | +56+3.8% | Added |
| Tobam | 1,542 | $799.0K | 0.29% | −2−0.1% | Reduced |
| Clark Wealth Partners | 1,653 | $799.3K | 0.49% | −54−3.2% | Reduced |
| Carmel Capital Partners, LLC | 1,547 | $801.2K | 0.34% | −724−31.9% | Reduced |
| Core Wealth Management, Inc. | 1,549 | $802.3K | 0.26% | +105+7.3% | Added |
| Waratah Capital Advisors Ltd. | 1,554 | $804.9K | 0.05% | −69,603−97.8% | Reduced |
| St. Louis Trust Co | 1,556 | $805.9K | 0.10% | −138−8.1% | Reduced |
| Arcadia Wealth Management, LLC | 1,561 | $808.5K | 0.32% | +2+0.1% | Added |
| Stephens Investment Management Group LLC | 1,571 | $813.7K | 0.01% | −894−36.3% | Reduced |
| Pinnacle Financial Group, LLC | 1,571 | $813.7K | 0.25% | −24−1.5% | Reduced |
| BG Investment Services, Inc. | 1,571 | $813.9K | 0.80% | +375+31.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,578 | $817.3K | 0.06% | +219+16.1% | Added |
| Luminvest Wealth Management LLC | 1,582 | $819.2K | 0.27% | −49−3.0% | Reduced |
| Alphadyne Asset Management LP | 1,589 | $823.0K | 0.56% | +1,589 | New |
| GatePass Capital, LLC | 1,594 | $825.5K | 0.48% | +245+18.2% | Added |
| Comprehensive Money Management Services LLC | 1,595 | $826.1K | 0.58% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,595 | $826.4K | 0.44% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 1,597 | $827.1K | 0.78% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 1,597 | $827.2K | 0.48% | −14−0.9% | Reduced |
| PMG Family Office LLC | 1,599 | $828.2K | 0.93% | +1,599 | New |
| Swan Global Investments, LLC | 1,600 | $828.7K | 0.04% | −88−5.2% | Reduced |
| Knott David M Jr | 1,600 | $828.7K | 0.35% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,601 | $829.0K | 0.11% | −140−8.0% | Reduced |
| Cypress Point Wealth Management, LLC | 1,618 | $838.1K | 0.17% | 00.0% | Unchanged |
| KMT Wealth Management, LLC | 1,624 | $841.2K | 0.45% | −120−6.9% | Reduced |
| Holos Integrated Wealth LLC | 1,649 | $842.6K | 0.50% | 00.0% | Unchanged |
| PTM Wealth Management, LLC | 1,597 | $843.9K | 0.50% | −198−11.0% | Reduced |
| Fairman Group, LLC | 1,630 | $844.4K | 0.68% | −143−8.1% | Reduced |
| Cobblestone Asset Management LLC | 1,635 | $846.8K | 0.39% | −10−0.6% | Reduced |
| Rolek Wealth Management LLC | 1,637 | $847.7K | 0.64% | −124−7.0% | Reduced |
| Parkshore Wealth Management, Inc. | 1,637 | $848.1K | 0.35% | −209−11.3% | Reduced |
| Strategent Financial, LLC | 1,640 | $849.4K | 0.61% | −69−4.0% | Reduced |
| Shared Vision Wealth Group LLC | 1,632 | $849.7K | 0.36% | +2+0.1% | Added |
| Bruce G. Allen Investments, LLC | 1,641 | $850.0K | 0.61% | −47−2.8% | Reduced |
| MPWM Advisory Solutions, LLC | 1,642 | $850.4K | 0.51% | +27+1.7% | Added |
| Arkansas Financial Group, Inc. | 1,644 | $851.5K | 0.13% | −54−3.2% | Reduced |
| BancFirst Trust & Investment Management | 1,655 | $851.7K | 0.32% | +603+57.3% | Added |
| GoalFusion Wealth Management, LLC | 1,646 | $852.5K | 0.41% | +12+0.7% | Added |
| LGL Partners, LLC | 1,647 | $852.8K | 0.36% | +1+0.1% | Added |
| Maxele Advisors, LLC | 1,648 | $853.7K | 0.74% | 00.0% | Unchanged |
| VanWeelden Wealth Management, LLC | 1,651 | $854.9K | 0.70% | +1,651 | New |
| Sollinda Capital Management LLC | 1,652 | $855.7K | 0.23% | −132−7.4% | Reduced |
| Foronjy Financial LLC | 1,655 | $857.2K | 0.38% | +90+5.8% | Added |
| TL Private Wealth | 1,672 | $859.5K | 0.34% | 00.0% | Unchanged |
| Woodside Wealth Management LLC | 1,665 | $862.4K | 0.68% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,668 | $863.9K | 0.81% | +871+109.3% | Added |
| Arcadia Wealth Management, Inc. | 1,675 | $867.3K | 0.53% | +79+4.9% | Added |
| Entrewealth, LLC | 1,678 | $869.0K | 0.45% | −83−4.7% | Reduced |
| Divergent Planning, LLC | 1,682 | $870.0K | 0.23% | −124−6.9% | Reduced |
| XY Planning Network, Inc. | 1,754 | $872.2K | 0.30% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,685 | $872.8K | 0.24% | +46+2.8% | Added |
| Kure Advisory, LLC | 1,686 | $873.1K | 0.54% | −116−6.4% | Reduced |
| Coco Enterprises, LLC | 1,699 | $877.6K | 0.46% | −104−5.8% | Reduced |
| Thomas Story & Son LLC | 1,695 | $877.9K | 0.32% | −200−10.6% | Reduced |
| Cutler Capital Management, LLC | 1,699 | $880.0K | 0.28% | +25+1.5% | Added |
| Karpus Management, Inc. | 1,700 | $880.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,700 | $880.5K | 0.59% | +246+16.9% | Added |
| TT Capital Management LLC | 1,702 | $881.7K | 0.67% | −131−7.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,703 | $882.1K | 0.03% | −600−26.1% | Reduced |
| Global Wealth Management, LLC | 1,704 | $882.4K | 0.46% | +3+0.2% | Added |
| HFG Advisors, Inc. | 1,708 | $884.7K | 0.65% | +50+3.0% | Added |
| RMG Wealth Management LLC | 1,695 | $885.7K | 0.12% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 1,711 | $886.2K | 0.01% | +77+4.7% | Added |
| Kilter Group LLC | 1,720 | $891.1K | 0.42% | +118+7.4% | Added |
| Avant Capital LLC | 1,726 | $894.2K | 0.63% | +16+0.9% | Added |
| RTD Financial Advisors, Inc. | 1,731 | $896.8K | 0.11% | +59+3.5% | Added |
| Strategic Planning, Inc. | 1,748 | $905.3K | 0.52% | +248+16.5% | Added |
| LifeGoal Wealth Advisors | 1,749 | $905.7K | 0.75% | +47+2.8% | Added |
| K2 Principal Fund, L.P. | 1,750 | $906.4K | 0.10% | +1,750 | New |
| Bluestem Financial Advisors, LLC | 1,755 | $908.9K | 0.36% | −112−6.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,757 | $910.0K | 0.23% | 00.0% | Unchanged |
| NCP Inc. | 1,758 | $910.4K | 0.68% | +1+0.1% | Added |
| Cornerstone Financial Group, LLC | 1,758 | $910.6K | 0.70% | −23−1.3% | Reduced |
| Avos Capital Management, LLC | 1,761 | $911.9K | 0.43% | +562+46.9% | Added |
| Compass Financial Group, Inc. | 1,775 | $919.4K | 0.41% | −9−0.5% | Reduced |
| Sequent Asset Management, LLC | 1,775 | $919.4K | 0.44% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,776 | $919.9K | 0.25% | 00.0% | Unchanged |
| Base Wealth Management LLC | 1,779 | $921.3K | 0.53% | +123+7.4% | Added |
| Synergy Investment Management, LLC | 1,781 | $922.4K | 0.35% | +1+0.1% | Added |
| Enzi Wealth | 1,804 | $922.9K | 0.32% | +33+1.9% | Added |
| ArrowMark Colorado Holdings LLC | 1,785 | $924.5K | 0.02% | −505−22.1% | Reduced |
| Riverchase Wealth Management, LLC | 1,785 | $924.7K | 0.52% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 1,789 | $926.6K | 0.25% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 1,795 | $929.9K | 0.41% | +2+0.1% | Added |
| Ruedi Wealth Management, Inc. | 1,798 | $931.3K | 0.26% | −116−6.1% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,804 | $934.1K | 0.62% | +471+35.3% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 1,806 | $935.4K | 0.40% | −1,800−49.9% | Reduced |
| Allie Family Office LLC | 1,811 | $937.2K | 0.44% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,810 | $937.3K | 0.53% | +804+79.9% | Added |
| DBK Financial Counsel, LLC | 1,812 | $938.7K | 0.79% | −18−1.0% | Reduced |
| Sterling Manor Financial, LLC | 1,814 | $939.6K | 0.59% | −85−4.5% | Reduced |