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 |
|---|---|---|---|---|---|
| Tull Financial Group, Inc. | 1,814 | $939.8K | 0.41% | −32−1.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,824 | $944.9K | 0.32% | −6−0.3% | Reduced |
| Collaborative Wealth Managment Inc. | 1,826 | $945.7K | 0.38% | −32−1.7% | Reduced |
| Baron Financial Group, LLC | 1,826 | $945.8K | 0.52% | +1+0.1% | Added |
| Politan Capital Management LP | 1,826 | $945.8K | 0.09% | +125+7.3% | Added |
| A&I Financial Services, LLC | 1,822 | $946.9K | 0.46% | −90−4.7% | Reduced |
| Navis Wealth Advisors, LLC | 1,831 | $948.3K | 0.71% | +322+21.3% | Added |
| Whitcomb & Hess, Inc. | 1,833 | $949.2K | 0.24% | −22−1.2% | Reduced |
| Resolute Partners Group | 1,833 | $949.4K | 0.24% | −697−27.5% | Reduced |
| Allen Wealth Management, LLC | 1,834 | $949.9K | 0.64% | −40−2.1% | Reduced |
| Future Financial Wealth Managment LLC | 1,835 | $950.7K | 0.60% | −110−5.7% | Reduced |
| High Probability Advisors, LLC | 1,838 | $952.0K | 0.13% | +190+11.5% | Added |
| Dodds Wealth, LLC | 1,844 | $954.9K | 0.24% | +11+0.6% | Added |
| Prospera Capital Management, LLC | 1,844 | $955.2K | 0.46% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 1,848 | $957.2K | 0.70% | −19−1.0% | Reduced |
| BLKBRD Asset Management, LP | 1,849 | $957.7K | 0.27% | −2,408−56.6% | Reduced |
| Stone House Investment Management, LLC | 1,849 | $957.7K | 0.16% | +21+1.1% | Added |
| Cypress Capital Advisors, LLC | 1,850 | $958.2K | 0.55% | −23−1.2% | Reduced |
| Compton Financial Group, LLC | 1,852 | $959.2K | 0.23% | +5+0.3% | Added |
| Compass Financial Services Inc | 1,857 | $961.9K | 0.43% | −209−10.1% | Reduced |
| Mann Financial Group, Inc. | 1,858 | $962.4K | 0.95% | +1,858 | New |
| Caitlin John, LLC | 1,858 | $962.7K | 0.67% | +26+1.4% | Added |
| Charter Capital Management, LLC | 1,860 | $963.4K | 0.52% | +81+4.6% | Added |
| Investment Counsel Co of Nevada | 1,876 | $971.8K | 1.98% | +1+0.1% | Added |
| Uptown Financial Advisors LLC | 1,879 | $973.2K | 0.86% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 1,883 | $975.3K | 0.35% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 1,885 | $976.3K | 0.51% | −9−0.5% | Reduced |
| MontVue Capital Management, Inc. | 1,889 | $978.4K | 0.66% | 00.0% | Unchanged |
| Penney Financial, LLC | 1,890 | $978.9K | 0.44% | +154+8.9% | Added |
| Sierra Summit Advisors LLC | 1,891 | $979.4K | 0.15% | −74−3.8% | Reduced |
| Horizon Family Wealth, Inc. | 1,895 | $981.4K | 0.56% | −95−4.8% | Reduced |
| Elevate Wealth Advisory, Inc | 1,900 | $984.1K | 0.72% | −212−10.0% | Reduced |
| Opulen Financial Group LLC | 1,901 | $984.7K | 0.75% | +65+3.5% | Added |
| Kahn Brothers Group Inc | 1,905 | $986.7K | 0.19% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,908 | $988.3K | 0.77% | +474+33.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 1,910 | $989.0K | 0.79% | −80−4.0% | Reduced |
| VanderPol Investments L.L.C. | 1,892 | $990.7K | 1.92% | +146+8.4% | Added |
| Kathleen S. Wright Associates Inc. | 1,915 | $991.9K | 0.37% | +12+0.6% | Added |
| Harbor Asset Planning, Inc. | 1,919 | $993.6K | 0.89% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 1,921 | $994.9K | 1.51% | −21−1.1% | Reduced |
| Cresta Advisors, Ltd. | 1,922 | $995.5K | 0.44% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,923 | $996.0K | 1.02% | −7−0.4% | Reduced |
| PFS Partners, LLC | 1,925 | $996.9K | 0.47% | +14+0.7% | Added |
| Compass Planning Associates Inc | 1,928 | $998.4K | 0.92% | +3+0.2% | Added |
| Midwest Financial Network, LLC | 1,929 | $999.0K | 0.81% | +312+19.3% | Added |
| Bennett Associates Wealth Management | 1,932 | $1.00M | 0.73% | +183+10.5% | Added |
| Bright Financial Advisors, Inc. | 1,934 | $1.00M | 0.49% | +952+96.9% | Added |
| Hunter Perkins Capital Management, LLC | 1,935 | $1.00M | 0.22% | −100−4.9% | Reduced |
| ARK & TLK Investments, LLC | 1,935 | $1.00M | 0.32% | +20+1.0% | Added |
| ESL Trust Services, LLC | 1,937 | $1.00M | 0.20% | +131+7.3% | Added |
| Ceera Investments, LLC | 1,944 | $1.01M | 0.31% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,952 | $1.01M | 0.83% | −1,134−36.7% | Reduced |
| Forbes Financial Planning, Inc. | 1,960 | $1.02M | 0.67% | +125+6.8% | Added |
| Blue Capital, Inc. | 1,967 | $1.02M | 0.76% | −52−2.6% | Reduced |
| Vermillion Wealth Management, Inc. | 1,974 | $1.02M | 0.28% | +36+1.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,975 | $1.02M | 0.24% | −10−0.5% | Reduced |
| Jim Saulnier & Associates, LLC | 1,977 | $1.02M | 0.57% | +197+11.1% | Added |
| Axecap Investments, LLC | 1,981 | $1.03M | 0.63% | −12−0.6% | Reduced |
| Prossimo Advisors, LLC | 1,981 | $1.03M | 7.55% | −17,923−90.0% | Reduced |
| Hirtle Callaghan & Co LLC | 1,990 | $1.03M | 0.04% | −1,202−37.7% | Reduced |
| Napa Wealth Management | 1,993 | $1.03M | 0.48% | +142+7.7% | Added |
| Keystone Global Partners, LLC | 1,995 | $1.03M | 0.53% | +1+0.1% | Added |
| Martel Wealth Advisors Inc | 1,996 | $1.03M | 0.18% | −7−0.3% | Reduced |
| Stephens Consulting, LLC | 1,996 | $1.03M | 0.36% | −668−25.1% | Reduced |
| AdviceOne Advisory Services, LLC | 1,998 | $1.04M | 0.69% | +129+6.9% | Added |
| TCP Asset Management, LLC | 1,999 | $1.04M | 0.18% | +776+63.5% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 2,000 | $1.04M | 0.42% | +2,000 | New |
| Fifth Lane Capital, LP | 2,000 | $1.04M | 1.04% | +2,000 | New |
| Family Wealth Group, LLC | 2,000 | $1.04M | 0.71% | −62−3.0% | Reduced |
| Harbor Group, Inc. | 2,001 | $1.04M | 0.16% | +177+9.7% | Added |
| Aventus Investment Advisors, Inc. | 2,002 | $1.04M | 0.88% | −2−0.1% | Reduced |
| Curio Wealth, LLC | 2,003 | $1.04M | 0.43% | −228−10.2% | Reduced |
| Capstone Capital Wealth Advisors | 2,014 | $1.04M | 0.70% | +347+20.8% | Added |
| Certior Financial Group, LLC | 2,015 | $1.04M | 0.71% | +43+2.2% | Added |
| Adapt Wealth Advisors, LLC | 2,030 | $1.05M | 0.39% | +963+90.3% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,030 | $1.05M | 0.19% | +2,030 | New |
| Verisail Partners, LLC | 2,035 | $1.05M | 0.45% | 00.0% | Unchanged |
| Burrus Financial Services, Inc. | 2,038 | $1.06M | 0.48% | +4+0.2% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $1.06M | 17.60% | 00.0% | Unchanged |
| Orca Wealth Management, LLC | 2,045 | $1.06M | 0.80% | −37−1.8% | Reduced |
| Hughes Financial Services, LLC | 2,095 | $1.06M | 0.17% | −8−0.4% | Reduced |
| Graney & King, LLC | 2,047 | $1.06M | 0.73% | −292−12.5% | Reduced |
| Eaton-Cambridge Inc. | 2,049 | $1.06M | 0.37% | 00.0% | Unchanged |
| Oak Wealth Advisors LLC | 2,058 | $1.07M | 0.62% | 00.0% | Unchanged |
| DDFG, Inc | 2,060 | $1.07M | 0.25% | +93+4.7% | Added |
| Saba Capital Management, L.P. | 2,061 | $1.07M | 0.04% | −11,169−84.4% | Reduced |
| Farnam Financial LLC | 2,065 | $1.07M | 0.83% | +15+0.7% | Added |
| Sage Financial Management Group, Inc. | 2,066 | $1.07M | 0.34% | −5−0.2% | Reduced |
| Ardent Capital Management, Inc. | 2,067 | $1.07M | 0.45% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 2,071 | $1.07M | 0.39% | +314+17.9% | Added |
| Centerline Wealth Advisors, LLC | 2,072 | $1.07M | 0.47% | +205+11.0% | Added |
| Brooklyn FI, LLC | 2,082 | $1.08M | 0.24% | −399−16.1% | Reduced |
| Win Advisors, Inc | 2,087 | $1.08M | 0.53% | +2,087 | New |
| Valpey Financial Services, LLC | 2,107 | $1.09M | 0.71% | −115−5.2% | Reduced |
| One River Asset Management, LLC | 2,102 | $1.09M | 3.49% | +30+1.4% | Added |
| Disciplined Investments, LLC | 2,109 | $1.09M | 0.43% | +14+0.7% | Added |
| Passive Capital Management, LLC. | 2,111 | $1.09M | 0.36% | +35+1.7% | Added |
| Winnow Wealth LLC | 2,113 | $1.09M | 0.86% | +1,435+211.7% | Added |
| Axis Wealth Partners, LLC | 2,118 | $1.10M | 0.64% | +138+7.0% | Added |
| Joule Financial, LLC | 2,120 | $1.10M | 0.33% | −186−8.1% | Reduced |