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
- 2,582 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 | 6,238 | $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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 59,437 | $30.8M | 9.72% | −638−1.1% | Reduced |
| Knuff & Co LLC | 59,301 | $30.7M | 8.90% | −80.0% | Reduced |
| Altrafin AG | 59,229 | $30.7M | 9.73% | +1,222+2.1% | Added |
| Capital Asset Advisory Services LLC | 59,136 | $30.6M | 1.32% | +420+0.7% | Added |
| Consilio Wealth Advisors, LLC | 58,956 | $30.5M | 10.03% | +269+0.5% | Added |
| Mengis Capital Management, Inc. | 58,955 | $30.5M | 6.00% | −376−0.6% | Reduced |
| Peak Asset Management, LLC | 58,868 | $30.5M | 5.32% | −1,143−1.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 70,734 | $30.4M | 2.80% | 00.0% | Unchanged |
| Phraction Management LLC | 58,648 | $30.4M | 8.77% | +38+0.1% | Added |
| Fulcrum Asset Management LLP | 58,555 | $30.3M | 8.41% | −1,626−2.7% | Reduced |
| New Hampshire Trust | 58,548 | $30.3M | 5.86% | −170−0.3% | Reduced |
| GDS Wealth Management | 58,512 | $30.3M | 2.00% | +3,133+5.7% | Added |
| Valmark Advisers, Inc. | 58,503 | $30.3M | 0.39% | −2,865−4.7% | Reduced |
| SeaCrest Wealth Management, LLC | 57,592 | $30.2M | 3.19% | −7,863−12.0% | Reduced |
| Community Bank, N.A. | 58,115 | $30.1M | 3.64% | +295+0.5% | Added |
| GFS Advisors, LLC | 57,964 | $30.0M | 3.83% | −1,967−3.3% | Reduced |
| BFSG, LLC | 57,812 | $29.9M | 2.90% | +371+0.6% | Added |
| Stokes Family Office, LLC | 57,787 | $29.9M | 2.84% | +2,084+3.7% | Added |
| Middleton & Co Inc | 57,783 | $29.9M | 3.23% | −1,346−2.3% | Reduced |
| Keel Point, LLC | 57,722 | $29.9M | 1.84% | +146+0.3% | Added |
| Arcadia Investment Management Corp | 57,628 | $29.8M | 4.60% | −1,277−2.2% | Reduced |
| Rothschild Capital Partners, LLC | 57,579 | $29.8M | 7.04% | +240.0% | Added |
| Meridian Wealth Advisors, LLC | 57,574 | $29.8M | 4.23% | +1,163+2.1% | Added |
| Sepio Capital, LP | 57,492 | $29.8M | 1.76% | +5,363+10.3% | Added |
| Arthur M. Cohen & Associates, LLC | 57,331 | $29.7M | 4.99% | −392−0.7% | Reduced |
| Integrity Alliance, LLC. | 57,107 | $29.6M | 1.40% | +586+1.0% | Added |
| Glen Eagle Advisors, LLC | 57,106 | $29.6M | 4.11% | +2,217+4.0% | Added |
| Nwi Management LP | 57,100 | $29.6M | 2.92% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 56,943 | $29.5M | 5.99% | −190−0.3% | Reduced |
| Motco | 56,926 | $29.5M | 2.69% | −300−0.5% | Reduced |
| Augustine Asset Management Inc | 56,718 | $29.4M | 5.91% | −119−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 56,566 | $29.3M | 3.19% | −11,327−16.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 56,565 | $29.3M | 5.04% | −2,671−4.5% | Reduced |
| Richard Bernstein Advisors LLC | 56,563 | $29.3M | 0.84% | −65,321−53.6% | Reduced |
| Symmetry Investments LP | 56,533 | $29.3M | 2.38% | +12,398+28.1% | Added |
| EULAV Asset Management | 56,532 | $29.3M | 0.68% | 00.0% | Unchanged |
| Retirement Planning Group | 56,531 | $29.3M | 1.02% | +28,875+104.4% | Added |
| Occidental Asset Management, LLC | 56,474 | $29.3M | 3.67% | +3,649+6.9% | Added |
| Baker Ellis Asset Management LLC | 56,444 | $29.2M | 3.60% | +1,008+1.8% | Added |
| DT Investment Partners, LLC | 56,399 | $29.2M | 2.47% | −1,441−2.5% | Reduced |
| Quattro Financial Advisors LLC | 56,388 | $29.2M | 9.25% | +10,008+21.6% | Added |
| Sendero Wealth Management, LLC | 56,385 | $29.2M | 3.42% | +8,062+16.7% | Added |
| Pavion Blue Capital, LLC | 56,378 | $29.2M | 12.45% | −362−0.6% | Reduced |
| Paul R. Ried Financial Group, LLC | 56,358 | $29.2M | 14.77% | +2,032+3.7% | Added |
| Hall Laurie J Trustee | 56,328 | $29.2M | 9.53% | −1,240−2.2% | Reduced |
| Harbour Investment Management LLC | 56,327 | $29.2M | 12.68% | −3,581−6.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 56,284 | $29.2M | 3.06% | +843+1.5% | Added |
| Rockline Wealth Management, LLC | 56,248 | $29.1M | 6.03% | +174+0.3% | Added |
| Atlantic Trust, LLC | 56,208 | $29.1M | 4.97% | −450−0.8% | Reduced |
| Everhart Financial Group, Inc. | 56,151 | $29.1M | 2.91% | +2,741+5.1% | Added |
| Balboa Wealth Partners | 56,136 | $29.1M | 5.02% | +814+1.5% | Added |
| Cache Advisors, LLC | 56,047 | $29.0M | 5.06% | +12,965+30.1% | Added |
| Stratos Wealth Advisors, LLC | 55,852 | $28.9M | 1.39% | +1,508+2.8% | Added |
| Sargent Investment Group, LLC | 55,828 | $28.9M | 4.12% | +581+1.1% | Added |
| Cooper Creek Partners Management LLC | 55,825 | $28.9M | 1.08% | −9,726−14.8% | Reduced |
| West Branch Capital LLC | 55,654 | $28.8M | 7.56% | +261+0.5% | Added |
| Aragon Global Management, LP | 55,559 | $28.8M | 8.84% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 55,499 | $28.7M | 8.65% | −717−1.3% | Reduced |
| Hamilton Wealth, LLC | 55,371 | $28.7M | 5.98% | +1,279+2.4% | Added |
| Simplicity Wealth,LLC | 55,286 | $28.6M | 1.66% | −34,238−38.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 55,261 | $28.6M | 0.92% | −2,176−3.8% | Reduced |
| SummitTX Capital, L.P. | 55,254 | $28.6M | 1.19% | −34,488−38.4% | Reduced |
| Csenge Advisory Group | 55,178 | $28.6M | 1.36% | −3,430−5.9% | Reduced |
| Capital Planning LLC | 55,062 | $28.5M | 8.31% | −397−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 55,000 | $28.5M | 7.50% | −700−1.3% | Reduced |
| NatWest Group plc | 54,934 | $28.5M | 7.03% | +11,176+25.5% | Added |
| Brown Shipley& Co Ltd | 54,891 | $28.4M | 15.01% | −1,617−2.9% | Reduced |
| Delta Investment Management, LLC | 54,769 | $28.4M | 5.08% | −2,112−3.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 54,763 | $28.4M | 4.90% | −2,954−5.1% | Reduced |
| Keystone Financial Group | 54,832 | $28.3M | 2.17% | +5,373+10.9% | Added |
| Weiss Asset Management LP | 54,583 | $28.3M | 0.40% | +54,583 | New |
| Greenwich Wealth Management LLC | 54,583 | $28.3M | 1.41% | +61+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 54,502 | $28.2M | 0.88% | +3,228+6.3% | Added |
| Y.D. More Investments Ltd | 54,456 | $28.2M | 1.59% | +4,137+8.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 54,308 | $28.1M | 3.14% | −4,600−7.8% | Reduced |
| Independent Investors Inc | 54,300 | $28.1M | 5.41% | −223−0.4% | Reduced |
| Van Strum & Towne Inc. | 54,291 | $28.1M | 8.26% | −2,276−4.0% | Reduced |
| Jain Global LLC | 54,215 | $28.1M | 0.36% | +54,215 | New |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $28.0M | 5.43% | 00.0% | Unchanged |
| Heirloom Wealth Management | 54,115 | $28.0M | 6.77% | +601+1.1% | Added |
| Premier Path Wealth Partners, LLC | 54,105 | $28.0M | 3.61% | +1,080+2.0% | Added |
| SFE Investment Counsel | 54,076 | $28.0M | 4.47% | +665+1.2% | Added |
| Ausdal Financial Partners, Inc. | 54,028 | $28.0M | 1.36% | +13,195+32.3% | Added |
| Solidarilty Wealth, LLC | 53,897 | $27.9M | 6.01% | −6,974−11.5% | Reduced |
| Camden Capital, LLC | 53,898 | $27.9M | 1.92% | +7,922+17.2% | Added |
| Great Lakes Retirement, Inc. | 53,896 | $27.9M | 3.05% | +346+0.6% | Added |
| K.J. Harrison & Partners Inc | 54,051 | $27.9M | 3.99% | −993−1.8% | Reduced |
| Embree Financial Group | 53,676 | $27.8M | 3.73% | +336+0.6% | Added |
| Watts Gwilliam & Co., LLC | 53,674 | $27.8M | 4.49% | −70−0.1% | Reduced |
| Field & Main Bank | 53,621 | $27.8M | 8.20% | −3,370−5.9% | Reduced |
| St. Clair Advisors, LLC | 53,612 | $27.8M | 7.37% | −481−0.9% | Reduced |
| Baker Chad R | 53,555 | $27.7M | 4.77% | −105−0.2% | Reduced |
| Hodges Capital Management Inc. | 53,295 | $27.6M | 2.36% | +1,047+2.0% | Added |
| CMH Wealth Management LLC | 53,261 | $27.6M | 5.88% | −1,380−2.5% | Reduced |
| Farmers Trust Co | 53,259 | $27.6M | 4.75% | −599−1.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 53,121 | $27.5M | 4.29% | −88−0.2% | Reduced |
| Broderick Brian C | 53,078 | $27.5M | 5.22% | −90.0% | Reduced |
| Miramar Capital, LLC | 53,038 | $27.5M | 6.09% | −304−0.6% | Reduced |
| PDS Planning, Inc | 53,014 | $27.5M | 1.90% | +534+1.0% | Added |
| Alpha Omega Wealth Management LLC | 53,012 | $27.5M | 4.57% | −543−1.0% | Reduced |