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 |
|---|---|---|---|---|---|
| Balanced Wealth Group LLC | 2,235 | $1.10M | 0.48% | +58+2.7% | Added |
| Corrado Advisors, LLC | 2,127 | $1.10M | 0.59% | +59+2.9% | Added |
| BlueSky Wealth Advisors, LLC | 2,128 | $1.10M | 0.15% | +490+29.9% | Added |
| Hudson Portfolio Management LLC | 2,131 | $1.10M | 0.98% | −5−0.2% | Reduced |
| Entruity Wealth, LLC | 2,132 | $1.10M | 0.86% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2,138 | $1.11M | 0.24% | −258−10.8% | Reduced |
| Dupree Financial Group, LLC | 2,145 | $1.11M | 0.42% | +112+5.5% | Added |
| MA Private Wealth | 2,150 | $1.11M | 0.19% | +51+2.4% | Added |
| Legacy Solutions, LLC | 2,155 | $1.12M | 1.00% | +9+0.4% | Added |
| Smith & Howard Wealth Management, LLC | 2,156 | $1.12M | 0.26% | −1,199−35.7% | Reduced |
| Summit Financial Consulting LLC | 2,157 | $1.12M | 0.89% | −10.0% | Reduced |
| Plotkin Financial Advisors, LLC | 2,160 | $1.12M | 0.55% | +71+3.4% | Added |
| Grey Fox Wealth Advisors, LLC | 2,164 | $1.12M | 0.23% | +146+7.2% | Added |
| Cedar Point Capital Partners, LLC | 2,167 | $1.12M | 0.74% | −18−0.8% | Reduced |
| Chico Wealth RIA | 2,170 | $1.12M | 0.76% | −39−1.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,173 | $1.13M | 0.26% | −9−0.4% | Reduced |
| Long Island Wealth Management, Inc. | 2,177 | $1.13M | 0.55% | 00.0% | Unchanged |
| Manuka Financial, LLC | 2,178 | $1.13M | 0.70% | +13+0.6% | Added |
| JFG Wealth Management, LLC | 2,180 | $1.13M | 0.22% | +1,020+87.9% | Added |
| Axim Planning & Wealth | 2,182 | $1.13M | 0.90% | −242−10.0% | Reduced |
| Kerr Financial Planning Corp | 2,216 | $1.13M | 1.59% | +2,216 | New |
| Burk Holdings LLC | 2,191 | $1.13M | 0.61% | −10−0.5% | Reduced |
| Auour Investments LLC | 2,193 | $1.14M | 0.37% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 2,193 | $1.14M | 0.73% | −3−0.1% | Reduced |
| Thompson Davis & Co., Inc. | 2,198 | $1.14M | 0.70% | +99+4.7% | Added |
| Investment Planning Advisors, Inc. | 2,197 | $1.14M | 0.36% | +196+9.8% | Added |
| Maryland Capital Advisors Inc. | 2,201 | $1.14M | 0.41% | +918+71.6% | Added |
| Morton Brown Family Wealth, LLC | 2,209 | $1.14M | 0.33% | −287−11.5% | Reduced |
| Horrell Capital Management, Inc. | 2,211 | $1.15M | 0.48% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 2,222 | $1.15M | 0.80% | +314+16.5% | Added |
| HMV Wealth Advisors, LLC | 2,224 | $1.15M | 0.63% | −188−7.8% | Reduced |
| HRC Wealth Management, LLC | 2,226 | $1.15M | 0.56% | +2+0.1% | Added |
| Advantage Trust Co | 2,228 | $1.15M | 0.52% | −200−8.2% | Reduced |
| QVR LLC | 2,228 | $1.15M | 1.40% | −166−6.9% | Reduced |
| Magnetar Financial LLC | 2,232 | $1.16M | 0.01% | +213+10.5% | Added |
| Raffa Wealth Management, LLC | 2,234 | $1.16M | 0.21% | −218−8.9% | Reduced |
| Martin Investment Management, LLC | 2,237 | $1.16M | 0.29% | +200+9.8% | Added |
| Horizon Financial Services, LLC | 2,238 | $1.16M | 0.55% | +1,850+476.8% | Added |
| Andina Capital Management, LLC | 2,242 | $1.16M | 0.66% | −504−18.4% | Reduced |
| Investment Management Corp | 2,243 | $1.16M | 1.00% | +27+1.2% | Added |
| Brickley Wealth Management | 2,248 | $1.16M | 0.20% | +179+8.7% | Added |
| Wheelhouse Advisory Group LLC | 2,249 | $1.17M | 0.50% | −19−0.8% | Reduced |
| Arnhold LLC | 2,250 | $1.17M | 0.10% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 2,252 | $1.17M | 0.59% | −70−3.0% | Reduced |
| Darrow Company, Inc. | 2,254 | $1.17M | 0.54% | +148+7.0% | Added |
| Juncture Wealth Strategies, LLC | 2,267 | $1.17M | 0.39% | −60−2.6% | Reduced |
| ForthRight Wealth Management, LLC | 2,275 | $1.18M | 0.34% | +133+6.2% | Added |
| IAG Wealth Partners, LLC | 2,276 | $1.18M | 0.14% | +123+5.7% | Added |
| Quarry LP | 2,279 | $1.18M | 0.29% | +324+16.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,281 | $1.18M | 0.35% | 00.0% | Unchanged |
| Richmond Brothers, Inc. | 2,283 | $1.18M | 0.75% | −257−10.1% | Reduced |
| Rainey & Randall Investment Management Inc. | 2,285 | $1.18M | 0.20% | +33+1.5% | Added |
| Kendall Capital Management | 2,286 | $1.18M | 0.27% | +26+1.2% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,287 | $1.18M | 0.43% | −198−8.0% | Reduced |
| Axq Capital, LP | 2,296 | $1.19M | 0.46% | +2,296 | New |
| Stanich Group LLC | 2,296 | $1.19M | 0.73% | +4+0.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 2,301 | $1.19M | 0.75% | +48+2.1% | Added |
| McMill Wealth Management | 2,304 | $1.19M | 0.34% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 2,308 | $1.20M | 0.17% | +94+4.2% | Added |
| Matrix Private Capital Group LLC | 2,309 | $1.20M | 0.63% | +11+0.5% | Added |
| BWM Planning, LLC | 2,313 | $1.20M | 0.36% | +221+10.6% | Added |
| Trellis Wealth Advisors LLC | 2,315 | $1.20M | 0.49% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,323 | $1.20M | 0.08% | −30−1.3% | Reduced |
| Profit Investment Management, LLC | 2,327 | $1.21M | 1.52% | −1,571−40.3% | Reduced |
| Noble Wealth Management PBC | 2,327 | $1.21M | 0.64% | +2,327 | New |
| McMorgan & Co LLC | 2,327 | $1.21M | 0.19% | +16+0.7% | Added |
| Persium Advisors, LLC | 2,329 | $1.21M | 0.91% | +8+0.3% | Added |
| Fortis Advisors, LLC | 2,331 | $1.21M | 0.69% | −93−3.8% | Reduced |
| Meredith Wealth Planning | 2,334 | $1.21M | 0.38% | −75−3.1% | Reduced |
| Presper Financial Architects, LLC | 2,335 | $1.21M | 0.70% | +73+3.2% | Added |
| Halter Ferguson Financial Inc. | 2,335 | $1.21M | 0.29% | −326−12.3% | Reduced |
| Northwest Financial Advisors | 2,335 | $1.21M | 1.55% | −5−0.2% | Reduced |
| Custos Family Office, LLC | 2,337 | $1.21M | 0.68% | +212+10.0% | Added |
| RiverGlades Family Offices LLC | 2,340 | $1.21M | 0.74% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,347 | $1.22M | 0.88% | −14−0.6% | Reduced |
| TAGStone Capital, Inc. | 2,348 | $1.22M | 0.48% | +3+0.1% | Added |
| Cypress Capital Management LLC (WY) | 2,348 | $1.22M | 1.12% | −64−2.7% | Reduced |
| Wilkins Miller Wealth Management, LLC | 2,350 | $1.22M | 0.75% | +14+0.6% | Added |
| Decker Retirement Planning Inc. | 2,351 | $1.22M | 0.67% | +1,115+90.2% | Added |
| West Chester Capital Advisors, Inc | 2,351 | $1.22M | 0.62% | −10.0% | Reduced |
| Copia Wealth Management | 2,351 | $1.22M | 0.90% | +321+15.8% | Added |
| Wealthstar Advisors, LLC | 2,357 | $1.22M | 0.48% | +12+0.5% | Added |
| Wealth Group Ltd | 2,358 | $1.22M | 0.28% | +72+3.1% | Added |
| Sound Stewardship, LLC | 2,360 | $1.22M | 0.59% | −33−1.4% | Reduced |
| Binnacle Investments Inc | 2,361 | $1.22M | 0.72% | +133+6.0% | Added |
| CBIZ Investment Advisory Services, LLC | 2,366 | $1.23M | 0.05% | +132+5.9% | Added |
| Wrenne Financial Planning LLC | 2,366 | $1.23M | 0.52% | 00.0% | Unchanged |
| Financial Symmetry Inc | 2,378 | $1.23M | 0.55% | +135+6.0% | Added |
| CMC Financial Group | 2,379 | $1.23M | 2.28% | −30−1.2% | Reduced |
| Lighthouse Wealth Management Inc. | 2,387 | $1.24M | 1.00% | +50+2.1% | Added |
| America First Investment Advisors, LLC | 2,388 | $1.24M | 0.23% | +2+0.1% | Added |
| Morling Financial Advisors, LLC | 2,394 | $1.24M | 0.41% | −461−16.1% | Reduced |
| Trace Wealth Advisors, LLC | 2,394 | $1.24M | 0.93% | +756+46.2% | Added |
| AAFCPAs Wealth Management, LLC | 2,395 | $1.24M | 0.56% | −21−0.9% | Reduced |
| Capital Wealth Alliance, LLC | 2,402 | $1.24M | 0.62% | +525+28.0% | Added |
| Capstone Wealth Management, LLC | 2,412 | $1.25M | 0.96% | +28+1.2% | Added |
| TPG Financial Advisors, LLC | 2,420 | $1.25M | 0.47% | −62−2.5% | Reduced |
| V. M. Manning & Co., Inc. | 2,477 | $1.26M | 1.15% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 2,434 | $1.26M | 0.41% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 2,434 | $1.26M | 0.15% | +2+0.1% | Added |