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 |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 48,497 | $25.1M | 6.16% | −686−1.4% | Reduced |
| Family Management Corp | 48,420 | $25.1M | 3.48% | +473+1.0% | Added |
| Wayfinding Financial, LLC | 48,409 | $25.1M | 10.79% | −53−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 48,350 | $25.0M | 2.98% | −2,767−5.4% | Reduced |
| Weik Capital Management | 48,263 | $25.0M | 9.33% | −496−1.0% | Reduced |
| Tema ETFs LLC | 48,208 | $25.0M | 2.07% | +48,208 | New |
| Institute for Wealth Management, LLC. | 48,168 | $24.9M | 2.60% | −653−1.3% | Reduced |
| Verde Servicos Internacionais S.A. | 48,127 | $24.9M | 7.11% | +2,834+6.3% | Added |
| Versant Capital Management, Inc | 48,057 | $24.9M | 3.39% | +1,789+3.9% | Added |
| Rowland & Co Investment Counsel | 48,045 | $24.9M | 4.89% | −2,910−5.7% | Reduced |
| Manhattan West Asset Management, LLC | 47,989 | $24.9M | 5.25% | −519−1.1% | Reduced |
| SevenBridge Financial Group, LLC | 48,579 | $24.8M | 4.09% | −3,571−6.8% | Reduced |
| Hendley & Co Inc | 47,894 | $24.8M | 8.22% | −670−1.4% | Reduced |
| Orbis Allan Gray Ltd | 47,885 | $24.8M | 0.11% | −15,437−24.4% | Reduced |
| PFC Capital Group, Inc. | 47,848 | $24.8M | 10.41% | −437−0.9% | Reduced |
| von Borstel & Associates, Inc. | 48,967 | $24.8M | 3.80% | +48,255+6,777.4% | Added |
| Aspire Capital Advisors LLC | 47,764 | $24.7M | 6.10% | +1,518+3.3% | Added |
| Summit Global Investments | 47,741 | $24.7M | 1.44% | −884−1.8% | Reduced |
| Ascent Wealth Partners, LLC | 47,668 | $24.7M | 2.86% | −228−0.5% | Reduced |
| Inscription Capital, LLC | 47,651 | $24.7M | 2.66% | +4,836+11.3% | Added |
| Harvey Capital Management Inc | 47,589 | $24.6M | 5.26% | −4,280−8.3% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 47,579 | $24.6M | 5.63% | −390−0.8% | Reduced |
| Fogel Capital Management, Inc. | 47,539 | $24.6M | 11.39% | −59−0.1% | Reduced |
| LTS One Management LP | 47,500 | $24.6M | 8.76% | −1,500−3.1% | Reduced |
| Texas Yale Capital Corp. | 47,473 | $24.6M | 0.77% | +175+0.4% | Added |
| Two Point Capital Management, Inc. | 47,357 | $24.5M | 9.86% | −939−1.9% | Reduced |
| Duncker Streett & Co Inc | 47,315 | $24.5M | 4.27% | −38−0.1% | Reduced |
| Providence Capital Advisors, LLC | 47,306 | $24.5M | 4.24% | +961+2.1% | Added |
| Heron Bay Capital Management | 47,176 | $24.4M | 4.56% | −1,689−3.5% | Reduced |
| CFO4Life Group, LLC | 47,151 | $24.4M | 3.55% | +5,567+13.4% | Added |
| Cordatus Wealth Management LLC | 47,147 | $24.4M | 5.76% | +145+0.3% | Added |
| Scott & Selber, Inc. | 47,136 | $24.4M | 6.22% | −662−1.4% | Reduced |
| Washington Trust Advisors, Inc. | 47,085 | $24.4M | 1.86% | −886−1.8% | Reduced |
| Isthmus Partners, LLC | 47,054 | $24.4M | 5.41% | −201−0.4% | Reduced |
| Inman Jager Wealth Management, LLC | 47,006 | $24.3M | 15.55% | +209+0.4% | Added |
| Signal Advisors Wealth, LLC | 46,941 | $24.3M | 2.20% | +10,168+27.7% | Added |
| Hanson & Doremus Investment Management | 46,845 | $24.3M | 3.05% | −1,804−3.7% | Reduced |
| Skyline Advisors, Inc. | 46,837 | $24.3M | 8.36% | −53−0.1% | Reduced |
| Claar Advisors LLC | 46,837 | $24.3M | 7.18% | −5,508−10.5% | Reduced |
| Montecito Bank & Trust | 46,776 | $24.2M | 3.76% | +46,776 | New |
| Ransom Advisory, Ltd | 46,661 | $24.2M | 10.89% | −729−1.5% | Reduced |
| Money Concepts Capital Corp | 46,640 | $24.2M | 1.49% | +7,081+17.9% | Added |
| HCR Wealth Advisors | 46,831 | $24.2M | 2.50% | −77−0.2% | Reduced |
| Cove Private Wealth, LLC | 46,541 | $24.1M | 7.64% | +50+0.1% | Added |
| Oakworth Capital, Inc. | 46,537 | $24.1M | 1.39% | +874+1.9% | Added |
| Legacy Wealth Management, LLC | 46,406 | $24.0M | 7.23% | −5,523−10.6% | Reduced |
| Capital Planning Advisors, LLC | 46,383 | $24.0M | 3.30% | −716−1.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,317 | $24.0M | 3.74% | −935−2.0% | Reduced |
| Portside Wealth Group, LLC | 46,258 | $24.0M | 3.33% | +595+1.3% | Added |
| GPM Growth Investors, Inc. | 46,173 | $23.9M | 9.20% | +273+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 46,107 | $23.9M | 1.25% | −768−1.6% | Reduced |
| Formidable Asset Management, LLC | 47,927 | $23.9M | 3.76% | −157−0.3% | Reduced |
| Hilltop National Bank | 46,096 | $23.9M | 5.88% | +30+0.1% | Added |
| Renaissance Investment Group LLC | 46,073 | $23.9M | 4.83% | −103−0.2% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 46,056 | $23.9M | 1.84% | +34,258+290.4% | Added |
| L & S Advisors Inc | 46,053 | $23.9M | 2.29% | −1,177−2.5% | Reduced |
| Avantax Planning Partners, Inc. | 46,009 | $23.8M | 0.68% | +3,743+8.9% | Added |
| Biondo Investment Advisors, LLC | 45,953 | $23.8M | 2.98% | −493−1.1% | Reduced |
| Armis Advisers, LLC | 45,953 | $23.8M | 2.19% | +9,253+25.2% | Added |
| Cozad Asset Management Inc | 45,866 | $23.8M | 1.89% | −334−0.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 45,788 | $23.7M | 1.95% | +11,002+31.6% | Added |
| McCollum Christoferson Group LLC | 45,736 | $23.7M | 6.79% | +1,510+3.4% | Added |
| Osher Van de Voorde Investment Management | 45,700 | $23.7M | 5.15% | −685−1.5% | Reduced |
| Little House Capital LLC | 45,682 | $23.7M | 5.44% | +1,880+4.3% | Added |
| Financial Advisory Service, Inc. | 45,594 | $23.6M | 1.60% | +519+1.2% | Added |
| Oxford Financial Group Ltd | 45,532 | $23.6M | 1.33% | +2,263+5.2% | Added |
| Adalta Capital Management LLC | 45,531 | $23.6M | 10.71% | −100−0.2% | Reduced |
| Private Wealth Asset Management, LLC | 45,515 | $23.6M | 2.78% | +189+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 45,498 | $23.6M | 4.16% | −474−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 45,488 | $23.6M | 1.37% | −315−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 45,417 | $23.5M | 0.89% | +3,478+8.3% | Added |
| Accent Capital Management, LLC | 45,337 | $23.5M | 9.97% | +642+1.4% | Added |
| Evelyn Partners Asset Management Ltd | 45,333 | $23.5M | 5.30% | +1,344+3.1% | Added |
| Moss Adams Wealth Advisors LLC | 45,323 | $23.5M | 1.83% | −1,745−3.7% | Reduced |
| Waterloo Capital, L.P. | 45,286 | $23.5M | 1.74% | +3,408+8.1% | Added |
| Capital City Trust Co | 45,273 | $23.4M | 5.74% | −1,392−3.0% | Reduced |
| Catalyst Financial Partners LLC | 45,227 | $23.4M | 2.83% | +1,246+2.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 45,192 | $23.4M | 1.74% | +1,366+3.1% | Added |
| Patton Albertson Miller Group, LLC | 45,176 | $23.4M | 2.83% | +3,761+9.1% | Added |
| Jackson Square Capital, LLC | 45,126 | $23.4M | 5.10% | +6,097+15.6% | Added |
| Barrier Capital Management, LLC | 45,078 | $23.3M | 17.28% | +5,685+14.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 45,075 | $23.3M | 12.55% | 00.0% | Unchanged |
| Aspiriant, LLC | 44,994 | $23.3M | 0.71% | −1,953−4.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 44,951 | $23.3M | 5.00% | −457−1.0% | Reduced |
| Palo DS Manager LLC | 44,826 | $23.2M | 8.33% | +9,283+26.1% | Added |
| Continuum Advisory, LLC | 44,661 | $23.1M | 2.45% | −756−1.7% | Reduced |
| TigerOak Management, L.L.C. | 44,571 | $23.1M | 7.16% | +163+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 44,570 | $23.1M | 4.76% | −251−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 44,555 | $23.1M | 2.90% | +2,212+5.2% | Added |
| Scholtz & Company, LLC | 44,275 | $22.9M | 10.07% | −1,169−2.6% | Reduced |
| Advisory Alpha, LLC | 44,343 | $22.9M | 0.64% | +2,357+5.6% | Added |
| TownSquare Capital, LLC | 44,123 | $22.9M | 3.46% | −27,331−38.2% | Reduced |
| Bluegrass Capital Partners LP | 44,000 | $22.8M | 14.91% | +2,500+6.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 43,885 | $22.7M | 3.30% | +354+0.8% | Added |
| STF Management LP | 43,848 | $22.7M | 8.42% | −1,061−2.4% | Reduced |
| Financial Partners Group, Inc | 43,820 | $22.7M | 2.83% | +922+2.1% | Added |
| Walleye Trading LLC | 43,765 | $22.7M | 0.36% | +43,765 | New |
| Yelin Lapidot Holdings Management Ltd. | 43,687 | $22.6M | 4.75% | +1,372+3.2% | Added |
| Simon Quick Advisors, LLC | 43,664 | $22.6M | 1.02% | +3,373+8.4% | Added |
| Nan Fung Trinity (HK) Ltd | 43,512 | $22.5M | 2.25% | +4,512+11.6% | Added |