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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 146,073 | $75.7M | 6.25% | +5,078+3.6% | Added |
| First National Bank of Omaha | 145,625 | $75.4M | 4.76% | −7,886−5.1% | Reduced |
| Baskin Financial Services Inc. | 145,066 | $75.1M | 5.52% | −1,517−1.0% | Reduced |
| Granite Investment Partners, LLC | 144,731 | $75.0M | 4.26% | −11,681−7.5% | Reduced |
| Meritage Portfolio Management | 144,156 | $74.7M | 4.97% | −28,003−16.3% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 144,006 | $74.6M | 4.01% | +144,006 | New |
| Ulysses Management LLC | 143,774 | $74.5M | 17.34% | 00.0% | Unchanged |
| Oak Associates, Ltd | 143,341 | $74.2M | 4.53% | −570−0.4% | Reduced |
| Burney Co | 143,299 | $74.2M | 2.36% | +17,041+13.5% | Added |
| FRG Family Wealth Advisors LLC | 142,833 | $74.0M | 11.91% | −562−0.4% | Reduced |
| Longbow Finance SA | 142,818 | $74.0M | 7.30% | +9,334+7.0% | Added |
| BlueCrest Capital Management Ltd | 142,323 | $73.7M | 4.52% | +142,323 | New |
| Matrix Asset Advisors Inc | 141,930 | $73.5M | 6.82% | −205−0.1% | Reduced |
| Montag A & Associates Inc | 141,335 | $73.2M | 3.37% | +5,105+3.7% | Added |
| Sowell Financial Services LLC | 141,291 | $73.2M | 2.81% | −12,093−7.9% | Reduced |
| Delta Global Management LP | 141,192 | $73.1M | 5.36% | −14,949−9.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 140,701 | $72.9M | 5.04% | +136+0.1% | Added |
| Ascent Group, LLC | 140,611 | $72.8M | 2.58% | +31,126+28.4% | Added |
| RDST Capital LLC | 140,355 | $72.7M | 6.85% | −17,885−11.3% | Reduced |
| Wedge Capital Management L L P | 140,323 | $72.7M | 1.23% | −2,222−1.6% | Reduced |
| Private Advisory Group LLC | 140,252 | $72.6M | 6.33% | +3,112+2.3% | Added |
| Boston Family Office LLC | 139,568 | $72.3M | 4.60% | −512−0.4% | Reduced |
| Albion Financial Group | 139,466 | $72.2M | 4.36% | +359+0.3% | Added |
| Vise Technologies, Inc. | 139,395 | $72.2M | 2.69% | −28,121−16.8% | Reduced |
| Levin Capital Strategies, L.P. | 139,142 | $72.1M | 6.61% | +1,051+0.8% | Added |
| BancorpSouth Bank | 138,890 | $71.9M | 4.37% | +182+0.1% | Added |
| Roundview Capital LLC | 138,836 | $71.9M | 4.55% | +580.0% | Added |
| First American Trust, FSB | 138,719 | $71.8M | 5.22% | +2,394+1.8% | Added |
| C Partners Holding GmbH | 137,946 | $71.4M | 18.74% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 137,490 | $71.2M | 3.62% | −860−0.6% | Reduced |
| GW Henssler & Associates Ltd | 137,285 | $71.1M | 3.55% | +15,315+12.6% | Added |
| Bellevue Asset Management, LLC | 136,856 | $70.9M | 32.62% | −1,355−1.0% | Reduced |
| Hemenway Trust Co LLC | 136,835 | $70.9M | 5.42% | −5,005−3.5% | Reduced |
| Caisse des Depots Et Consignations | 136,725 | $70.8M | 3.01% | +4,512+3.4% | Added |
| Lowe Brockenbrough & Co Inc | 136,450 | $70.7M | 3.64% | +1,239+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 136,176 | $70.5M | 5.43% | +4,108+3.1% | Added |
| Spire Wealth Management | 136,166 | $70.5M | 2.40% | +3,757+2.8% | Added |
| Everence Capital Management Inc | 135,978 | $70.4M | 4.22% | 00.0% | Unchanged |
| True Blue (BVI) Ltd | 135,620 | $70.2M | 33.74% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 135,419 | $70.1M | 2.12% | +2,190+1.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 135,402 | $70.1M | 2.41% | +786+0.6% | Added |
| Change Path, LLC | 134,853 | $69.8M | 1.71% | +3,662+2.8% | Added |
| Sigma Planning Corp | 134,671 | $69.8M | 1.98% | −784−0.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 134,456 | $69.6M | 2.99% | +1,695+1.3% | Added |
| Jackson Wealth Management, LLC | 133,767 | $69.3M | 6.93% | +1,345+1.0% | Added |
| Wendell David Associates Inc | 133,594 | $69.2M | 6.83% | −202−0.2% | Reduced |
| Baxter Bros Inc | 133,161 | $69.0M | 7.97% | −1,551−1.2% | Reduced |
| Hilltop Holdings Inc. | 132,251 | $68.5M | 3.62% | +3,503+2.7% | Added |
| Academy Capital Management Inc | 132,135 | $68.4M | 9.76% | −13,081−9.0% | Reduced |
| Palisade Asset Management, LLC | 132,104 | $68.4M | 6.36% | −3,130−2.3% | Reduced |
| LMR Partners LLP | 132,059 | $68.4M | 0.88% | +111,255+534.8% | Added |
| Equitable Trust Co | 132,010 | $68.4M | 3.14% | −68−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 131,644 | $68.2M | 4.86% | −682−0.5% | Reduced |
| Stony Point Capital LLC | 131,047 | $67.9M | 4.75% | +6,227+5.0% | Added |
| Addenda Capital Inc. | 130,940 | $67.8M | 2.01% | +31,907+32.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 130,555 | $67.6M | 0.16% | +19,604+17.7% | Added |
| KMG Fiduciary Partners, LLC | 130,160 | $67.4M | 4.52% | +1,670+1.3% | Added |
| Parsons Capital Management Inc | 129,957 | $67.3M | 3.82% | −2,925−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 129,887 | $67.3M | 4.76% | −3,356−2.5% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $67.2M | 2.09% | 00.0% | Unchanged |
| Burns J W & Co Inc | 129,222 | $66.9M | 7.57% | −1,792−1.4% | Reduced |
| Evoke Wealth, LLC | 128,796 | $66.7M | 1.39% | +5,595+4.5% | Added |
| SG Americas Securities, LLC | 128,772 | $66.7M | 0.24% | +38,567+42.8% | Added |
| Chicago Partners Investment Group LLC | 121,408 | $65.8M | 1.72% | +4,615+4.0% | Added |
| Nellore Capital Management LLC | 126,700 | $65.6M | 7.16% | −9,500−7.0% | Reduced |
| Philadelphia Trust Co | 126,546 | $65.5M | 4.61% | −5,160−3.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 126,015 | $65.3M | 4.58% | −3,144−2.4% | Reduced |
| Manchester Global Management (UK) Ltd | 125,845 | $65.2M | 8.57% | +8,000+6.8% | Added |
| Cobblestone Capital Advisors LLC | 125,801 | $65.2M | 3.13% | −974−0.8% | Reduced |
| Verition Fund Management LLC | 125,605 | $65.1M | 0.37% | −57,810−31.5% | Reduced |
| Van Cleef Asset Management,Inc | 125,228 | $64.9M | 6.59% | −749−0.6% | Reduced |
| Petredis Investment Advisors LLC | 125,225 | $64.9M | 5.21% | −1,224−1.0% | Reduced |
| One Capital Management, LLC | 125,189 | $64.8M | 2.07% | +1,867+1.5% | Added |
| PFG Investments, LLC | 125,035 | $64.8M | 3.36% | +1,962+1.6% | Added |
| Capital Analysts, LLC | 125,000 | $64.7M | 1.89% | +2,482+2.0% | Added |
| Callahan Advisors, LLC | 124,703 | $64.6M | 5.49% | +75+0.1% | Added |
| Tran Capital Management, L.P. | 124,244 | $64.4M | 7.69% | −8,346−6.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 124,190 | $64.3M | 1.23% | +23,382+23.2% | Added |
| DuPont Capital Management Corp | 123,966 | $64.2M | 6.64% | −7,948−6.0% | Reduced |
| Andra AP-fonden | 123,686 | $64.1M | 0.82% | +6,700+5.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 123,135 | $63.8M | 6.22% | −2,583−2.1% | Reduced |
| IHT Wealth Management, LLC | 122,853 | $63.6M | 1.61% | −1,482−1.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 122,733 | $63.6M | 2.07% | +7,733+6.7% | Added |
| Beaumont Financial Advisors, LLC | 122,258 | $63.3M | 4.23% | −10,017−7.6% | Reduced |
| Kimelman & Baird, LLC | 122,238 | $63.3M | 4.94% | −2,042−1.6% | Reduced |
| Pittenger & Anderson Inc | 121,766 | $63.1M | 2.31% | +692+0.6% | Added |
| Hoey Investments, Inc | 121,589 | $63.0M | 8.52% | +760+0.6% | Added |
| united american securities inc. (d/b/a uas asset management) | 121,588 | $63.0M | 13.33% | −2,382−1.9% | Reduced |
| Founders Capital Management, LLC | 121,516 | $62.9M | 9.85% | −1,326−1.1% | Reduced |
| TD Private Client Wealth LLC | 121,410 | $62.9M | 1.42% | −1,127−0.9% | Reduced |
| Annex Advisory Services, LLC | 121,306 | $62.8M | 1.34% | +4,765+4.1% | Added |
| Alps Advisors Inc | 121,252 | $62.8M | 0.35% | −11,112−8.4% | Reduced |
| Constitution Capital LLC | 121,174 | $62.8M | 29.35% | +8,578+7.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 121,153 | $62.8M | 1.69% | −1,784−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 121,033 | $62.7M | 4.02% | +810+0.7% | Added |
| Chescapmanager LLC | 120,892 | $62.6M | 10.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 121,054 | $62.6M | 2.10% | −11,313−8.5% | Reduced |
| Gamco Investors, Inc. Et Al | 120,501 | $62.4M | 0.61% | −1,243−1.0% | Reduced |
| TRB Advisors LP | 120,000 | $62.2M | 12.52% | −75,000−38.5% | Reduced |
| Greenbrier Partners Capital Management, LLC | 119,843 | $62.1M | 4.20% | 00.0% | Unchanged |