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 |
|---|---|---|---|---|---|
| Orin Green Financial, LLC | 2,442 | $1.26M | 0.51% | +41+1.7% | Added |
| Mullaney, Keating & Wright, Inc. | 2,443 | $1.27M | 0.70% | −35−1.4% | Reduced |
| Kassira Wealth Management LLC | 2,446 | $1.27M | 1.22% | +2,446 | New |
| Michels Family Financial, LLC | 2,449 | $1.27M | 0.99% | −45−1.8% | Reduced |
| Great Oak Capital Partners, LLC | 2,442 | $1.27M | 0.33% | +144+6.3% | Added |
| Wealth Forward, LLC | 2,451 | $1.27M | 0.74% | +58+2.4% | Added |
| Chris Bulman Inc | 2,454 | $1.27M | 0.64% | −474−16.2% | Reduced |
| Fortress Financial Solutions, LLC | 2,469 | $1.28M | 1.39% | +118+5.0% | Added |
| Kickstand Ventures, LLC. | 2,470 | $1.28M | 0.28% | 00.0% | Unchanged |
| Bryant Woods Investment Advisors, LLC | 2,474 | $1.28M | 0.50% | +291+13.3% | Added |
| V2 Financial group LLC | 2,475 | $1.28M | 0.71% | +7+0.3% | Added |
| Insight Wealth Partners, LLC | 2,498 | $1.29M | 0.57% | +34+1.4% | Added |
| Note Advisors, LLC | 2,499 | $1.29M | 0.77% | +737+41.8% | Added |
| Corient IA LLC | 2,500 | $1.29M | 0.97% | −1,000−28.6% | Reduced |
| Lecap Asset Management Ltd | 2,503 | $1.30M | 0.45% | +1,598+176.6% | Added |
| Stuart Chaussee & Associates, Inc. | 2,506 | $1.30M | 0.28% | 00.0% | Unchanged |
| Freedom Financial Partners LLC | 2,506 | $1.30M | 0.49% | +3+0.1% | Added |
| Provident Wealth Management, LLC | 2,508 | $1.30M | 0.39% | +45+1.8% | Added |
| Nalls Sherbakoff Group, LLC | 2,508 | $1.30M | 0.88% | −100−3.8% | Reduced |
| Sharper & Granite LLC | 2,511 | $1.30M | 0.47% | +387+18.2% | Added |
| Mason Investment Advisory Services, Inc. | 2,516 | $1.30M | 0.06% | +425+20.3% | Added |
| Basso Capital Management, L.P. | 2,517 | $1.30M | 0.87% | +1,078+74.9% | Added |
| Alternative Investment Advisors, LLC. | 2,520 | $1.31M | 0.59% | +217+9.4% | Added |
| Wealth Management Strategies, Inc. | 2,521 | $1.31M | 0.65% | +2+0.1% | Added |
| Inkwell Capital LLC | 2,521 | $1.31M | 1.33% | −7−0.3% | Reduced |
| Stewardship Advisors, LLC | 2,534 | $1.31M | 0.31% | +80+3.3% | Added |
| WJ Financial Advisors LLC | 2,538 | $1.31M | 1.28% | +2,538 | New |
| WorthPointe, LLC | 2,539 | $1.32M | 0.49% | +62+2.5% | Added |
| Carmel Capital Management L.L.C. | 2,539 | $1.32M | 0.40% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 2,540 | $1.32M | 0.55% | +50+2.0% | Added |
| Serenus Wealth Advisors, LLC | 2,547 | $1.32M | 0.23% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,550 | $1.32M | 0.79% | −307−10.7% | Reduced |
| Nicholson Meyer Capital Management, Inc. | 2,553 | $1.32M | 1.02% | −62−2.4% | Reduced |
| AJ Advisors, LLC | 2,557 | $1.32M | 0.54% | −655−20.4% | Reduced |
| Gentry Private Wealth, LLC | 2,561 | $1.33M | 0.92% | +2+0.1% | Added |
| Family Legacy Financial Solutions, LLC | 2,567 | $1.33M | 1.02% | +86+3.5% | Added |
| Tumwater Wealth Management, LLC | 2,567 | $1.33M | 0.59% | −222−8.0% | Reduced |
| Partners in Financial Planning | 2,569 | $1.33M | 0.23% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 2,569 | $1.33M | 0.56% | +31+1.2% | Added |
| DORVAL Corp | 2,573 | $1.33M | 0.44% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,573 | $1.33M | 0.25% | −155−5.7% | Reduced |
| Bravias Capital Group, LLC | 2,574 | $1.33M | 0.89% | −805−23.8% | Reduced |
| Presidio Capital Management, LLC | 2,578 | $1.34M | 0.47% | −36−1.4% | Reduced |
| North Berkeley Wealth Management, LLC | 2,578 | $1.34M | 1.05% | −11−0.4% | Reduced |
| Columbia Advisory Partners LLC | 2,578 | $1.34M | 0.92% | −450−14.9% | Reduced |
| denkapparat Operations GmbH | 2,584 | $1.34M | 0.85% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,594 | $1.34M | 0.44% | +10.0% | Added |
| Act Wealth Management, LLC | 2,596 | $1.34M | 0.47% | −141−5.2% | Reduced |
| Independence Financial Advisors, LLC | 2,599 | $1.35M | 0.41% | −156−5.7% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,608 | $1.35M | 1.06% | +2,608 | New |
| Sensible Money, LLC | 2,609 | $1.35M | 0.46% | −92−3.4% | Reduced |
| Terril Brothers, Inc. | 2,622 | $1.36M | 0.41% | 00.0% | Unchanged |
| SWS Partners | 2,623 | $1.36M | 0.33% | −496−15.9% | Reduced |
| Boulder Wealth Advisors, LLC | 2,624 | $1.36M | 0.63% | +2,624 | New |
| Tandem Wealth Advisors LLC | 2,628 | $1.36M | 0.65% | −330−11.2% | Reduced |
| Retirement Wealth Solutions LLC | 2,629 | $1.36M | 0.89% | +2+0.1% | Added |
| Melfa Wealth Management, LLC | 2,629 | $1.36M | 0.80% | −48−1.8% | Reduced |
| Seros Financial, LLC | 2,631 | $1.36M | 0.82% | −129−4.7% | Reduced |
| R Squared Ltd | 2,635 | $1.36M | 0.59% | +2,635 | New |
| Portland Investment Counsel Inc. | 2,637 | $1.37M | 0.37% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,642 | $1.37M | 0.25% | −37−1.4% | Reduced |
| Avaii Wealth Management, LLC | 2,643 | $1.37M | 0.52% | +192+7.8% | Added |
| APCM Wealth Management for Individuals | 2,647 | $1.37M | 0.18% | −333−11.2% | Reduced |
| Lloyd Advisory Services, LLC. | 2,647 | $1.37M | 0.65% | +177+7.2% | Added |
| One Degree Advisors Inc | 2,651 | $1.37M | 0.42% | −564−17.5% | Reduced |
| MGO Private Wealth, LLC | 2,654 | $1.37M | 0.82% | −19−0.7% | Reduced |
| Reliant Investment Management, LLC | 2,658 | $1.38M | 0.52% | −9−0.3% | Reduced |
| Conservest Capital Advisors, Inc. | 2,661 | $1.38M | 0.13% | +19+0.7% | Added |
| Philip James Wealth Mangement, LLC | 2,663 | $1.38M | 0.16% | +110+4.3% | Added |
| Oberweis Asset Management Inc | 2,665 | $1.38M | 0.05% | −20−0.7% | Reduced |
| Rexford Capital Inc | 2,665 | $1.38M | 1.07% | +109+4.3% | Added |
| Group One Trading, L.P. | 2,667 | $1.38M | 0.04% | +2,667 | New |
| Penobscot Wealth Management | 2,677 | $1.39M | 0.44% | −155−5.5% | Reduced |
| Real Talk Capital, LLC | 2,677 | $1.39M | 1.49% | +386+16.8% | Added |
| Oldfather Financial Services, LLC | 2,682 | $1.39M | 0.43% | +106+4.1% | Added |
| MAS Advisors LLC | 2,687 | $1.39M | 2.20% | +5+0.2% | Added |
| Level Financial Advisors, Inc. | 2,688 | $1.39M | 0.39% | +8+0.3% | Added |
| Hiley Hunt Wealth Management | 2,690 | $1.39M | 0.66% | −413−13.3% | Reduced |
| Northeast Financial Group, Inc. | 2,694 | $1.40M | 0.35% | −2,401−47.1% | Reduced |
| Conestoga Capital Advisors, LLC | 2,702 | $1.40M | 0.02% | −5−0.2% | Reduced |
| GreatBanc Trust CO | 2,707 | $1.40M | 0.96% | +2,707 | New |
| Northwest Quadrant Wealth Management, LLC | 2,707 | $1.40M | 0.30% | +79+3.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,710 | $1.40M | 0.23% | −10−0.4% | Reduced |
| Epiq Partners, LLC | 2,716 | $1.41M | 0.66% | 00.0% | Unchanged |
| WPWealth LLP | 2,719 | $1.41M | 0.23% | +18+0.7% | Added |
| Red Mountain Financial, LLC | 2,721 | $1.41M | 1.43% | −21−0.8% | Reduced |
| Signature Resources Capital Management, LLC | 2,730 | $1.41M | 0.77% | −49−1.8% | Reduced |
| FFG Partners, LLC | 2,734 | $1.42M | 0.38% | +62+2.3% | Added |
| American Capital Advisory, LLC | 2,738 | $1.42M | 0.66% | +91+3.4% | Added |
| Kaufman Rossin Wealth, LLC | 2,739 | $1.42M | 0.78% | +754+38.0% | Added |
| R. W. Roge & Company, Inc. | 2,745 | $1.42M | 0.73% | +28+1.0% | Added |
| Anfield Capital Management, LLC | 2,748 | $1.42M | 0.42% | +1,307+90.7% | Added |
| TSA Wealth Managment LLC | 2,750 | $1.42M | 0.48% | +222+8.8% | Added |
| New Century Financial Group, LLC | 2,756 | $1.43M | 2.54% | −2,111−43.4% | Reduced |
| Objectivity Squared, LLC | 2,757 | $1.43M | 0.85% | +4+0.1% | Added |
| Cyr Financial Inc. | 2,758 | $1.43M | 0.98% | +69+2.6% | Added |
| Innovative Wealth Building LLC | 2,764 | $1.43M | 1.12% | +217+8.5% | Added |
| Ipsen Advisor Group LLC | 2,764 | $1.43M | 1.03% | −419−13.2% | Reduced |
| Camelot Portfolios, LLC | 2,767 | $1.43M | 0.85% | −81−2.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 2,769 | $1.43M | 0.07% | −1,339−32.6% | Reduced |