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 |
|---|---|---|---|---|---|
| Rice Partnership, LLC | 68,063 | $35.3M | 5.01% | −3,431−4.8% | Reduced |
| Cadinha & Co LLC | 67,898 | $35.2M | 4.78% | −890−1.3% | Reduced |
| Harbour Investments, Inc. | 67,897 | $35.2M | 0.80% | +2,163+3.3% | Added |
| Covenant Asset Management, LLC | 67,843 | $35.1M | 6.63% | −131−0.2% | Reduced |
| Chicago Trust Co NA | 67,816 | $35.1M | 4.88% | −8,543−11.2% | Reduced |
| Bridgewater Advisors Inc. | 70,660 | $35.1M | 2.44% | −556−0.8% | Reduced |
| Generali Investments, Management Co LLC | 67,593 | $35.0M | 7.30% | +5,806+9.4% | Added |
| Claret Asset Management Corp | 67,529 | $35.0M | 4.17% | −661−1.0% | Reduced |
| Focus Financial Network, Inc. | 67,510 | $35.0M | 1.25% | +58+0.1% | Added |
| Burling Wealth Partners, LLC | 67,412 | $34.9M | 5.78% | +1,067+1.6% | Added |
| Zuckerman Investment Group, LLC | 67,245 | $34.8M | 3.22% | −1,045−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 66,890 | $34.6M | 7.32% | −1,592−2.3% | Reduced |
| Sand Hill Global Advisors, LLC | 66,836 | $34.6M | 1.22% | −953−1.4% | Reduced |
| Hutchinson Capital Management | 66,749 | $34.6M | 5.98% | −959−1.4% | Reduced |
| Concentric Capital Strategies, LP | 66,732 | $34.6M | 1.65% | +12,135+22.2% | Added |
| Thematics Asset Management | 66,712 | $34.6M | 1.57% | +13,616+25.6% | Added |
| EverSource Wealth Advisors, LLC | 66,661 | $34.5M | 1.37% | +1,840+2.8% | Added |
| Nicola Wealth Management Ltd. | 66,560 | $34.5M | 3.07% | −7,000−9.5% | Reduced |
| Benin Management CORP | 66,481 | $34.4M | 8.15% | −626−0.9% | Reduced |
| Mirabella Financial Services LLP | 66,598 | $34.4M | 2.99% | +30,303+83.5% | Added |
| Sava Infond d.o.o. | 66,350 | $34.4M | 4.87% | +590+0.9% | Added |
| Parr McKnight Wealth Management Group, LLC | 66,261 | $34.3M | 4.50% | −638−1.0% | Reduced |
| Unio Capital LLC | 66,197 | $34.3M | 8.17% | +6,692+11.2% | Added |
| WCG Wealth Advisors LLC | 66,180 | $34.3M | 2.15% | −1,837−2.7% | Reduced |
| Whitebark Investors LP | 66,139 | $34.3M | 16.31% | 00.0% | Unchanged |
| Clough Capital Partners L P | 66,130 | $34.3M | 3.05% | −31,542−32.3% | Reduced |
| Krilogy Financial LLC | 67,490 | $34.2M | 1.29% | +14,377+27.1% | Added |
| Blackhill Capital Inc | 66,050 | $34.2M | 1.69% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 65,894 | $34.1M | 5.51% | +743+1.1% | Added |
| Connors Investor Services Inc | 65,870 | $34.1M | 2.91% | +105+0.2% | Added |
| McRae Capital Management Inc | 65,863 | $34.1M | 6.77% | −2,980−4.3% | Reduced |
| Hartline Investment Corp | 65,819 | $34.1M | 3.54% | −2,339−3.4% | Reduced |
| Northside Capital Management, LLC | 65,787 | $34.1M | 3.11% | −740−1.1% | Reduced |
| Titan Global Capital Management USA LLC | 65,551 | $34.0M | 5.00% | −2,696−4.0% | Reduced |
| Thompson Investment Management, Inc. | 65,374 | $33.9M | 4.52% | −1,797−2.7% | Reduced |
| Sycale Advisors (NY) LLC | 65,295 | $33.8M | 10.42% | +15,570+31.3% | Added |
| Leonteq Securities AG | 65,259 | $33.8M | 1.81% | −8,942−12.1% | Reduced |
| Madrona Financial Services, LLC | 65,126 | $33.7M | 7.44% | −2,857−4.2% | Reduced |
| Spinnaker Investment Group, LLC | 65,121 | $33.7M | 6.34% | +1,054+1.6% | Added |
| Anchor Capital Advisors LLC | 65,072 | $33.7M | 0.98% | −1,513−2.3% | Reduced |
| CCM Investment Advisers LLC | 65,063 | $33.7M | 3.32% | −3,727−5.4% | Reduced |
| SFMG, LLC | 65,063 | $33.7M | 2.34% | +602+0.9% | Added |
| Untitled Investments LP | 64,849 | $33.6M | 9.07% | −26,044−28.7% | Reduced |
| Guardian Partners Inc. | 64,298 | $33.4M | 2.83% | −109−0.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 64,457 | $33.4M | 4.83% | +10,215+18.8% | Added |
| Borer Denton & Associates, Inc. | 64,215 | $33.3M | 10.98% | +298+0.5% | Added |
| Jamison Private Wealth Management, Inc. | 64,190 | $33.2M | 4.21% | −145−0.2% | Reduced |
| Rempart Asset Management Inc. | 64,098 | $33.2M | 6.14% | −1,557−2.4% | Reduced |
| Allied Investment Advisors, LLC | 64,060 | $33.2M | 5.28% | +1,783+2.9% | Added |
| Bright Rock Capital Management, LLC | 64,000 | $33.1M | 6.50% | 00.0% | Unchanged |
| Pragma Gestao de Patrimonio Ltd | 64,000 | $33.1M | 14.27% | +15,300+31.4% | Added |
| Parkside Financial Bank & Trust | 63,764 | $33.0M | 2.56% | +6,071+10.5% | Added |
| First Financial Bank - Trust Division | 63,576 | $32.9M | 2.81% | −2,255−3.4% | Reduced |
| Paradigm Financial Partners, LLC | 63,370 | $32.8M | 3.35% | +540+0.9% | Added |
| Kapitalo Investimentos Ltda | 63,125 | $32.7M | 6.13% | +59,367+1,579.7% | Added |
| Intact Investment Management Inc. | 63,100 | $32.7M | 0.99% | −400−0.6% | Reduced |
| Greenwood Capital Associates LLC | 63,073 | $32.7M | 3.77% | −591−0.9% | Reduced |
| Keystone Investors Pte Ltd | 63,058 | $32.7M | 3.78% | −9,570−13.2% | Reduced |
| WoodTrust Financial Corp | 63,052 | $32.7M | 3.89% | −1,271−2.0% | Reduced |
| Brasada Capital Management, LP | 63,244 | $32.6M | 5.55% | −965−1.5% | Reduced |
| Zhang Financial LLC | 62,946 | $32.6M | 1.32% | +790+1.3% | Added |
| Archford Capital Strategies, LLC | 62,792 | $32.5M | 3.87% | +940+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 62,734 | $32.5M | 7.59% | −612−1.0% | Reduced |
| Strategic Planning Group, LLC | 62,712 | $32.5M | 4.39% | +13,389+27.1% | Added |
| RFG Advisory, LLC | 62,674 | $32.5M | 0.67% | +2,576+4.3% | Added |
| CenterBook Partners LP | 62,422 | $32.3M | 1.60% | −13,139−17.4% | Reduced |
| Canvas Wealth Advisors, LLC | 62,340 | $32.3M | 5.86% | −187−0.3% | Reduced |
| Alley Investment Management Company, LLC | 62,036 | $32.1M | 3.73% | +632+1.0% | Added |
| RPG Investment Advisory, LLC | 62,028 | $32.1M | 3.80% | +180.0% | Added |
| AdvisorNet Financial, Inc | 61,841 | $32.0M | 1.81% | +2,890+4.9% | Added |
| Tenere Capital LLC | 61,762 | $32.0M | 7.54% | −12,794−17.2% | Reduced |
| Confluence Wealth Services, Inc. | 61,662 | $31.9M | 1.57% | +2,289+3.9% | Added |
| Stone Point Wealth LLC | 61,624 | $31.9M | 9.05% | −150.0% | Reduced |
| Salomon & Ludwin, LLC | 61,662 | $31.9M | 2.87% | +2,959+5.0% | Added |
| Deltec Asset Management LLC | 61,498 | $31.9M | 5.25% | −374−0.6% | Reduced |
| Somerville Kurt F | 61,494 | $31.9M | 5.26% | −2,187−3.4% | Reduced |
| Bogart Wealth, LLC | 61,343 | $31.8M | 1.29% | +533+0.9% | Added |
| Colonial Trust Co | 61,318 | $31.8M | 4.28% | +1,539+2.6% | Added |
| Broadleaf Partners, LLC | 61,122 | $31.7M | 6.60% | −793−1.3% | Reduced |
| Vision Capital Management, Inc. | 61,030 | $31.6M | 3.90% | +1,283+2.1% | Added |
| Hendershot Investments Inc. | 60,995 | $31.6M | 3.98% | +426+0.7% | Added |
| Toth Financial Advisory Corp | 60,862 | $31.5M | 3.40% | −1,645−2.6% | Reduced |
| Cheviot Value Management, LLC | 57,985 | $31.4M | 3.34% | −509−0.9% | Reduced |
| XML Financial, LLC | 60,484 | $31.3M | 2.55% | −575−0.9% | Reduced |
| Cooper Financial Group | 60,414 | $31.3M | 3.46% | +2,040+3.5% | Added |
| Crewe Advisors LLC | 60,202 | $31.2M | 2.98% | +60,202 | New |
| Virtu Financial LLC | 60,159 | $31.2M | 1.74% | +26,782+80.2% | Added |
| APG Asset Management US Inc. | 59,861 | $31.1M | 0.23% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60,012 | $31.1M | 4.34% | −235−0.4% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $31.1M | 7.26% | 00.0% | Unchanged |
| Charles-Lim Capital Ltd | 60,000 | $31.1M | 7.93% | +60,000 | New |
| JLB & Associates Inc | 59,994 | $31.1M | 4.09% | −1,143−1.9% | Reduced |
| Spence Asset Management | 59,971 | $31.1M | 6.49% | +774+1.3% | Added |
| American Money Management, LLC | 59,953 | $31.1M | 5.18% | +289+0.5% | Added |
| Portfolio Design Labs, LLC | 59,951 | $31.1M | 5.33% | +31,120+107.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 59,909 | $31.0M | 0.49% | −1,585−2.6% | Reduced |
| NFJ Investment Group, LLC | 59,790 | $31.0M | 1.07% | −1,362−2.2% | Reduced |
| Smithbridge Asset Management Inc | 59,716 | $30.9M | 4.50% | −845−1.4% | Reduced |
| NBC Securities, Inc. | 59,712 | $30.9M | 2.38% | +723+1.2% | Added |
| Strategic Blueprint, LLC | 59,653 | $30.9M | 1.35% | +2,048+3.6% | Added |