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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 52,957 | $27.4M | 6.21% | −1,386−2.6% | Reduced |
| Valicenti Advisory Services Inc | 52,955 | $27.4M | 5.88% | −1,198−2.2% | Reduced |
| Regal Investment Advisors LLC | 52,890 | $27.4M | 1.78% | +1,317+2.6% | Added |
| Waldron Private Wealth LLC | 52,887 | $27.4M | 1.11% | +2,021+4.0% | Added |
| Cypress Asset Management Inc | 52,811 | $27.4M | 6.22% | −788−1.5% | Reduced |
| Ameritas Advisory Services, LLC | 52,794 | $27.3M | 1.79% | +22,548+74.5% | Added |
| Harbour Trust & Investment Management Co | 52,785 | $27.3M | 2.83% | +1,530+3.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 52,764 | $27.3M | 0.08% | −221,741−80.8% | Reduced |
| City Holding Co | 52,610 | $27.2M | 3.43% | −262−0.5% | Reduced |
| Conning Inc. | 52,606 | $27.2M | 0.91% | −1,411−2.6% | Reduced |
| Lynwood Price Capital Management LP | 52,500 | $27.2M | 13.62% | 00.0% | Unchanged |
| Canal Insurance CO | 52,500 | $27.2M | 5.79% | −10,000−16.0% | Reduced |
| Copeland Capital Management, LLC | 52,423 | $27.2M | 0.57% | −2,466−4.5% | Reduced |
| Canal Capital Management, LLC | 52,386 | $27.1M | 4.07% | −310−0.6% | Reduced |
| Decatur Capital Management, Inc. | 52,334 | $27.1M | 10.76% | +522+1.0% | Added |
| Lathrop Investment Management Corp | 52,324 | $27.1M | 5.00% | −752−1.4% | Reduced |
| Davis Selected Advisers | 52,306 | $27.1M | 0.14% | −195,650−78.9% | Reduced |
| Main Street Financial Solutions, LLC | 52,258 | $27.1M | 1.74% | +7,205+16.0% | Added |
| NTV Asset Management LLC | 52,144 | $27.0M | 2.94% | −470−0.9% | Reduced |
| GeoWealth Management, LLC | 52,108 | $27.0M | 0.98% | +9,201+21.4% | Added |
| Central Pacific Bank - Trust Division | 52,087 | $27.0M | 3.26% | −266−0.5% | Reduced |
| Leuthold Group, LLC | 52,037 | $27.0M | 2.95% | +1,768+3.5% | Added |
| RKL Wealth Management LLC | 51,916 | $26.9M | 2.29% | −6,228−10.7% | Reduced |
| Symphony Financial, Ltd. Co. | 51,880 | $26.9M | 3.27% | −3,661−6.6% | Reduced |
| Villere St Denis J & Co LLC | 51,827 | $26.8M | 2.58% | −960−1.8% | Reduced |
| Elk River Wealth Management, LLC | 51,710 | $26.8M | 4.29% | −443−0.8% | Reduced |
| Princeton Capital Management LLC | 51,673 | $26.8M | 7.18% | −282−0.5% | Reduced |
| Laffer Tengler Investments | 51,670 | $26.8M | 4.24% | +4,409+9.3% | Added |
| Kovack Advisors, Inc. | 51,584 | $26.7M | 2.52% | −5,594−9.8% | Reduced |
| Stockman Wealth Management, Inc. | 51,574 | $26.7M | 3.32% | −625−1.2% | Reduced |
| Marietta Investment Partners LLC | 51,508 | $26.7M | 5.14% | −190−0.4% | Reduced |
| CFM Wealth Partners LLC | 51,423 | $26.6M | 3.87% | +981+1.9% | Added |
| David Loasby | 50,759 | $26.6M | 2.07% | +179+0.4% | Added |
| Boothbay Fund Management, LLC | 51,265 | $26.6M | 0.69% | −16,406−24.2% | Reduced |
| Stenger Family Office, LLC | 49,940 | $26.5M | 5.61% | +6,421+14.8% | Added |
| Mattern Wealth Management LLC | 51,237 | $26.5M | 5.30% | −4,533−8.1% | Reduced |
| MONECO Advisors, LLC | 51,132 | $26.5M | 2.21% | +2,505+5.2% | Added |
| D L Carlson Investment Group Inc | 51,093 | $26.5M | 4.44% | +1,311+2.6% | Added |
| Hedeker Wealth, LLC | 51,071 | $26.5M | 5.50% | +5,703+12.6% | Added |
| Naviter Wealth, LLC | 51,055 | $26.4M | 3.08% | +2,876+6.0% | Added |
| Ardmore Road Asset Management LP | 51,000 | $26.4M | 1.71% | +1,000+2.0% | Added |
| Strategy Asset Managers LLC | 50,976 | $26.4M | 4.75% | −1,053−2.0% | Reduced |
| MBB Public Markets I LLC | 50,939 | $26.4M | 3.51% | −12,000−19.1% | Reduced |
| Mystic Asset Management, Inc. | 50,922 | $26.4M | 5.96% | −327−0.6% | Reduced |
| Northern Oak Wealth Management Inc | 50,896 | $26.4M | 3.24% | −35−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 50,850 | $26.3M | 1.77% | +580+1.2% | Added |
| Gryphon Financial Partners LLC | 50,847 | $26.3M | 3.00% | +1,889+3.9% | Added |
| Connecticut Wealth Management, LLC | 50,785 | $26.3M | 1.17% | +2,158+4.4% | Added |
| Haverford Financial Services, Inc. | 50,783 | $26.3M | 7.38% | −2,579−4.8% | Reduced |
| Diversify Wealth Management, LLC | 50,860 | $26.3M | 1.52% | +1,552+3.1% | Added |
| Farmers National Bank | 50,678 | $26.2M | 6.23% | +2,539+5.3% | Added |
| Jacobi Capital Management LLC | 50,586 | $26.2M | 1.60% | +2,553+5.3% | Added |
| Sigma Investment Counselors Inc | 50,526 | $26.2M | 1.36% | +42+0.1% | Added |
| First Western Trust Bank | 50,421 | $26.1M | 1.20% | +407+0.8% | Added |
| Boyd Watterson Asset Management LLC | 50,418 | $26.1M | 7.78% | −1,070−2.1% | Reduced |
| Stansberry Asset Management, LLC | 50,362 | $26.1M | 2.73% | +61+0.1% | Added |
| Campbell Capital Management Inc | 50,269 | $26.0M | 10.03% | −1,765−3.4% | Reduced |
| RMR Wealth Builders | 50,208 | $26.0M | 2.18% | −622−1.2% | Reduced |
| Cardinal Capital Management | 50,195 | $26.0M | 3.59% | −849−1.7% | Reduced |
| Davidson Trust Co | 50,108 | $26.0M | 10.71% | +10,155+25.4% | Added |
| Tairen Capital Ltd | 50,100 | $25.9M | 2.80% | +33,746+206.3% | Added |
| Leeward Financial Partners, LLC | 50,014 | $25.9M | 7.37% | +5,415+12.1% | Added |
| RBF Capital, LLC | 50,000 | $25.9M | 1.19% | 00.0% | Unchanged |
| Alight Capital Management LP | 50,000 | $25.9M | 6.19% | +7,500+17.6% | Added |
| Capital Investment Counsel, Inc | 49,958 | $25.9M | 3.15% | −1,348−2.6% | Reduced |
| Apexium Financial, LP | 49,928 | $25.9M | 1.26% | −508−1.0% | Reduced |
| Natural Investments, LLC | 49,914 | $25.9M | 6.41% | −455−0.9% | Reduced |
| Grafton Street Partners Fund, LP | 49,872 | $25.8M | 13.92% | 00.0% | Unchanged |
| Berkley W R Corp | 49,800 | $25.8M | 1.67% | +49,800 | New |
| Arjuna Capital | 49,783 | $25.8M | 6.41% | +600+1.2% | Added |
| Camden National Bank | 49,781 | $25.8M | 3.61% | −678−1.3% | Reduced |
| HWG Holdings LP | 49,705 | $25.7M | 6.52% | +3,266+7.0% | Added |
| Kozak & Associates, Inc. | 50,725 | $25.7M | 5.07% | −2,945−5.5% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 49,690 | $25.7M | 16.61% | −210−0.4% | Reduced |
| Nicollet Investment Management, Inc. | 49,673 | $25.7M | 8.39% | −1,999−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 49,660 | $25.7M | 1.61% | −418−0.8% | Reduced |
| Security National Bank | 49,568 | $25.7M | 3.93% | +876+1.8% | Added |
| Condor Capital Management | 49,554 | $25.7M | 2.10% | −216−0.4% | Reduced |
| Nordwand Advisors, LLC | 49,508 | $25.6M | 4.07% | +2,779+5.9% | Added |
| Rehmann Capital Advisory Group | 49,488 | $25.6M | 1.40% | −863−1.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 49,442 | $25.6M | 1.28% | −407−0.8% | Reduced |
| Lincoln Capital Corp | 49,393 | $25.6M | 9.20% | +58+0.1% | Added |
| Fragasso Group Inc. | 49,450 | $25.6M | 1.60% | −2,652−5.1% | Reduced |
| Harbor Capital Advisors, Inc. | 49,334 | $25.6M | 1.99% | +1,203+2.5% | Added |
| Bell Asset Management Ltd | 49,150 | $25.5M | 6.96% | −13,524−21.6% | Reduced |
| Eagle Rock Investment Company, LLC | 49,018 | $25.4M | 3.79% | −58−0.1% | Reduced |
| Thiel Macro LLC | 49,000 | $25.4M | 34.09% | +49,000 | New |
| Rench Wealth Management, Inc. | 48,996 | $25.4M | 7.45% | +69+0.1% | Added |
| Chemung Canal Trust Co | 48,941 | $25.3M | 5.05% | −593−1.2% | Reduced |
| Financial Insights, Inc. | 48,789 | $25.3M | 8.37% | +452+0.9% | Added |
| Zweig-DiMenna Associates LLC | 48,750 | $25.3M | 1.96% | +10,450+27.3% | Added |
| Asset Planning Services Inc | 48,723 | $25.2M | 10.63% | +145+0.3% | Added |
| General Pension Society PZU Joint Stock Co | 48,700 | $25.2M | 6.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 48,686 | $25.2M | 6.19% | −93−0.2% | Reduced |
| Global Endowment Management, LP | 48,638 | $25.2M | 3.15% | +40,523+499.4% | Added |
| Marietta Wealth Management, LLC | 48,628 | $25.2M | 3.08% | +739+1.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 48,601 | $25.2M | 12.05% | −61−0.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 48,593 | $25.2M | 7.02% | +650+1.4% | Added |
| Miller Wealth Advisors, LLC | 48,533 | $25.1M | 10.14% | +1,116+2.4% | Added |
| McGuire Investment Group, LLC | 48,511 | $25.1M | 2.85% | −416−0.9% | Reduced |