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
- 5,866
- +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
- 2,583 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Woodmont Investment Counsel LLC | 75,214 | $39.0M | 2.58% | −7,679−9.3% | Reduced |
| Private Trust Co NA | 75,169 | $38.9M | 3.43% | −340.0% | Reduced |
| Seven Grand Managers, LLC | 75,000 | $38.8M | 3.15% | −47,793−38.9% | Reduced |
| Vicus Capital | 74,870 | $38.8M | 2.96% | −558−0.7% | Reduced |
| Mitchell Capital Management Co | 74,867 | $38.8M | 6.64% | +3,783+5.3% | Added |
| Sunbelt Securities, Inc. | 74,672 | $38.7M | 2.67% | +4,283+6.1% | Added |
| Parcion Private Wealth LLC | 74,671 | $38.7M | 2.41% | +1,912+2.6% | Added |
| Makena Capital Management LLC | 74,517 | $38.6M | 3.99% | −3,642−4.7% | Reduced |
| Independence Bank of Kentucky | 74,441 | $38.6M | 4.96% | +2,494+3.5% | Added |
| Hoffman, Alan N Investment Management | 74,385 | $38.5M | 16.82% | −320.0% | Reduced |
| Hillsdale Investment Management Inc. | 74,372 | $38.5M | 1.16% | +8,808+13.4% | Added |
| Naples Global Advisors, LLC | 74,321 | $38.5M | 3.00% | +1,863+2.6% | Added |
| Premier Fund Managers Ltd | 74,749 | $38.5M | 1.58% | +1,366+1.9% | Added |
| James Investment Research Inc | 74,254 | $38.5M | 4.20% | −869−1.2% | Reduced |
| Hills Bank & Trust Co | 74,129 | $38.4M | 2.26% | −1,340−1.8% | Reduced |
| Spirepoint Private Client, LLC | 74,120 | $38.4M | 4.04% | −100.0% | Reduced |
| Ceredex Value Advisors LLC | 74,092 | $38.4M | 0.89% | −21,033−22.1% | Reduced |
| NZS Capital, LLC | 74,048 | $38.4M | 1.17% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 73,682 | $38.2M | 6.61% | +107+0.1% | Added |
| Bourne Lent Asset Management Inc | 73,586 | $38.1M | 13.54% | −740−1.0% | Reduced |
| Tufton Capital Management | 73,550 | $38.1M | 6.79% | −466−0.6% | Reduced |
| Nations Financial Group Inc, | 73,490 | $38.1M | 2.37% | +1,236+1.7% | Added |
| Hilton Capital Management, LLC | 73,380 | $38.0M | 3.08% | −3,702−4.8% | Reduced |
| Dividend Assets Capital, LLC | 73,375 | $38.0M | 6.66% | −755−1.0% | Reduced |
| Intrust Bank NA | 73,237 | $37.9M | 3.16% | +122+0.2% | Added |
| Westerkirk Capital Inc. | 73,164 | $37.9M | 4.33% | +1,103+1.5% | Added |
| United Bank | 73,144 | $37.9M | 4.52% | −4,650−6.0% | Reduced |
| Coleford Investment Management Ltd. | 73,086 | $37.9M | 9.09% | −175−0.2% | Reduced |
| Exor Capital LLP | 73,023 | $37.8M | 0.71% | +140.0% | Added |
| Centaurus Financial, Inc. | 73,023 | $37.8M | 1.78% | +73,023 | New |
| Hallmark Capital Management Inc | 72,992 | $37.8M | 2.50% | +1,007+1.4% | Added |
| GHP Investment Advisors, Inc. | 72,658 | $37.6M | 1.58% | −1,380−1.9% | Reduced |
| Prosperity Consulting Group, LLC | 72,574 | $37.6M | 1.85% | +4,657+6.9% | Added |
| GLOBALT Investments LLC | 72,546 | $37.6M | 1.37% | −4,716−6.1% | Reduced |
| Permanent Capital Management, LP | 72,416 | $37.5M | 7.01% | +72,416 | New |
| Azzad Asset Management Inc | 72,394 | $37.5M | 3.70% | +1,491+2.1% | Added |
| GTS Securities LLC | 72,305 | $37.5M | 1.44% | +42,260+140.7% | Added |
| Traynor Capital Management, Inc. | 72,253 | $37.4M | 2.15% | +18,721+35.0% | Added |
| Clear Harbor Asset Management, LLC | 72,243 | $37.4M | 2.64% | −1,331−1.8% | Reduced |
| Cypress Capital Group | 72,235 | $37.4M | 4.47% | −157−0.2% | Reduced |
| Greatmark Investment Partners, Inc. | 72,089 | $37.3M | 4.48% | −1,580−2.1% | Reduced |
| Cigna Investments Inc | 71,912 | $37.2M | 5.28% | −474−0.7% | Reduced |
| Cohen Capital Management, Inc. | 71,896 | $37.2M | 5.80% | −2,140−2.9% | Reduced |
| Peachtree Investment Partners, LLC | 71,892 | $37.2M | 12.91% | −1,430−2.0% | Reduced |
| Capco Asset Management, LLC | 71,850 | $37.2M | 8.68% | −25,899−26.5% | Reduced |
| Mechanics Bank Trust Department | 71,689 | $37.1M | 5.21% | −3,408−4.5% | Reduced |
| RNC Capital Management LLC | 71,689 | $37.1M | 1.71% | +1,795+2.6% | Added |
| Clarity Financial LLC | 71,513 | $37.0M | 3.68% | +2,007+2.9% | Added |
| Westchester Capital Management, Inc. | 71,323 | $36.9M | 7.94% | −908−1.3% | Reduced |
| Algert Global LLC | 71,264 | $36.9M | 0.62% | +734+1.0% | Added |
| Princeton Global Asset Management LLC | 71,223 | $36.9M | 6.12% | +1,772+2.6% | Added |
| Strategic Advisors LLC | 71,172 | $36.9M | 5.95% | +6,573+10.2% | Added |
| Zevin Asset Management LLC | 71,113 | $36.8M | 5.36% | −2,135−2.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 70,992 | $36.8M | 2.22% | +11,797+19.9% | Added |
| Legacy Private Trust Co. | 70,940 | $36.7M | 2.20% | +1,729+2.5% | Added |
| AMG National Trust Bank | 70,907 | $36.7M | 0.90% | −1,347−1.9% | Reduced |
| Sage Mountain Advisors LLC | 70,864 | $36.7M | 2.10% | +8,107+12.9% | Added |
| MIG Capital, LLC | 70,815 | $36.7M | 5.38% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 70,811 | $36.6M | 8.68% | −1,265−1.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 70,694 | $36.6M | 6.14% | +3,162+4.7% | Added |
| Monetary Management Group Inc | 70,491 | $36.5M | 8.38% | −512−0.7% | Reduced |
| Godsey & Gibb Associates | 70,452 | $36.5M | 3.22% | −828−1.2% | Reduced |
| Penserra Capital Management LLC | 70,453 | $36.5M | 0.44% | +18,828+36.5% | Added |
| Flagship Harbor Advisors, LLC | 70,450 | $36.5M | 1.59% | +753+1.1% | Added |
| Rothschild Investment LLC | 70,430 | $36.5M | 2.06% | −74−0.1% | Reduced |
| Scopus Asset Management, L.P. | 70,250 | $36.4M | 0.87% | +70,250 | New |
| Foster Victor Wealth Advisors, LLC | 70,289 | $36.4M | 2.26% | +983+1.4% | Added |
| Webster Bank, N. A. | 70,185 | $36.4M | 3.50% | −1,489−2.1% | Reduced |
| Trifecta Capital Advisors, LLC | 70,175 | $36.3M | 5.53% | +1,572+2.3% | Added |
| Nelson Capital Management, LLC | 70,084 | $36.3M | 4.32% | −1,581−2.2% | Reduced |
| SageView Advisory Group, LLC | 70,044 | $36.3M | 1.25% | +120.0% | Added |
| Proem Advisors LLC | 70,000 | $36.3M | 8.72% | −10,000−12.5% | Reduced |
| Sculptor Capital LP | 70,000 | $36.3M | 0.50% | +70,000 | New |
| Cornerstone Wealth Management, LLC | 69,984 | $36.2M | 2.00% | +1,938+2.8% | Added |
| Ibex Wealth Advisors | 69,886 | $36.2M | 3.47% | +466+0.7% | Added |
| Community Financial Services Group, LLC | 69,856 | $36.2M | 6.63% | +93+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 69,650 | $36.1M | 0.83% | +983+1.4% | Added |
| Denali Advisors LLC | 69,632 | $36.1M | 4.07% | −24,976−26.4% | Reduced |
| Red Door Wealth Management, LLC | 69,539 | $36.0M | 3.83% | +1,398+2.1% | Added |
| Pitcairn Co | 69,386 | $35.9M | 2.84% | −18,806−21.3% | Reduced |
| Foster & Motley Inc | 69,373 | $35.9M | 1.94% | +5,686+8.9% | Added |
| Hudson Bay Capital Management LP | 69,340 | $35.9M | 0.22% | −47,944−40.9% | Reduced |
| Cutler Investment Counsel LLC | 69,333 | $35.9M | 3.77% | −2,140−3.0% | Reduced |
| Norden Group LLC | 69,275 | $35.9M | 3.65% | +8,893+14.7% | Added |
| Procyon Private Wealth Partners, LLC | 69,263 | $35.9M | 2.13% | −2,606−3.6% | Reduced |
| Segment Wealth Management, LLC | 69,204 | $35.8M | 2.15% | −99−0.1% | Reduced |
| Goldstream Capital Management Ltd | 69,147 | $35.8M | 12.64% | +10,212+17.3% | Added |
| Missouri Trust & Investment Co | 68,789 | $35.6M | 10.53% | +73+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 68,770 | $35.6M | 5.88% | −111−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 68,760 | $35.6M | 0.71% | +1,943+2.9% | Added |
| Paragon Capital Management Ltd | 68,733 | $35.6M | 6.70% | −1,562−2.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 68,617 | $35.5M | 2.89% | −916−1.3% | Reduced |
| Sora Investors LLC | 68,567 | $35.5M | 3.28% | +5,707+9.1% | Added |
| Holderness Investments Co | 68,374 | $35.4M | 7.23% | −2,152−3.1% | Reduced |
| Pioneer Trust Bank N A | 68,342 | $35.4M | 8.29% | −175−0.3% | Reduced |
| Perkins Coie Trust Co | 68,309 | $35.4M | 6.66% | +4,753+7.5% | Added |
| GM Advisory Group, Inc. | 68,290 | $35.4M | 1.50% | −1,304−1.9% | Reduced |
| Buckley Wealth Management, LLC | 68,192 | $35.3M | 9.67% | −1,092−1.6% | Reduced |
| Wellington Shields & Co., LLC | 68,186 | $35.3M | 9.21% | −606−0.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 68,145 | $35.3M | 1.01% | +1,213+1.8% | Added |