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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 43,486 | $22.5M | 0.56% | +43,483+1,449,433.3% | Added |
| Northstar Asset Management Inc | 43,367 | $22.5M | 5.84% | +665+1.6% | Added |
| Dynasty Wealth Management, LLC | 43,354 | $22.5M | 0.30% | +42,470+4,804.3% | Added |
| LSV Asset Management | 43,287 | $22.4M | 0.05% | +42,723+7,575.0% | Added |
| Next Century Growth Investors LLC | 43,285 | $22.4M | 1.63% | +4,038+10.3% | Added |
| M. Kulyk & Associates, LLC | 43,235 | $22.4M | 4.55% | −207−0.5% | Reduced |
| Lake Street Financial LLC | 43,051 | $22.3M | 2.87% | +765+1.8% | Added |
| Strategic Global Advisors, LLC | 43,030 | $22.3M | 3.38% | −700−1.6% | Reduced |
| Keebeck Wealth Management, LLC | 43,001 | $22.3M | 2.63% | −150−0.3% | Reduced |
| Morse Asset Management, Inc | 42,978 | $22.3M | 4.44% | +70.0% | Added |
| Legacy Trust | 42,934 | $22.2M | 4.38% | +5,480+14.6% | Added |
| Wealth Alliance | 42,915 | $22.2M | 2.29% | +636+1.5% | Added |
| Lincoln Capital LLC | 42,909 | $22.2M | 4.16% | −958−2.2% | Reduced |
| Consolidated Portfolio Review Corp | 42,771 | $22.2M | 2.78% | +1,476+3.6% | Added |
| First Interstate Bank | 42,719 | $22.1M | 1.22% | −241−0.6% | Reduced |
| Trustmark National Bank Trust Department | 42,650 | $22.1M | 1.43% | +436+1.0% | Added |
| Bourgeon Capital Management LLC | 42,593 | $22.1M | 4.01% | −1,400−3.2% | Reduced |
| Quantum Private Wealth, LLC | 42,561 | $22.0M | 6.44% | +358+0.8% | Added |
| HORAN Wealth, LLC | 42,501 | $22.0M | 3.47% | +5,743+15.6% | Added |
| SS&H Financial Advisors, Inc. | 42,398 | $22.0M | 6.67% | −30−0.1% | Reduced |
| Golden State Equity Partners | 42,360 | $21.9M | 3.70% | +2,295+5.7% | Added |
| Farley Capital L.P. | 42,349 | $21.9M | 15.84% | −9,033−17.6% | Reduced |
| Sage Capital Advisors,llc | 42,320 | $21.9M | 5.21% | −1,564−3.6% | Reduced |
| Alta Fox Capital Management, LLC | 42,300 | $21.9M | 4.88% | 00.0% | Unchanged |
| Core Alternative Capital | 42,232 | $21.9M | 6.35% | −5,298−11.1% | Reduced |
| Accredited Investors Inc. | 42,196 | $21.9M | 1.22% | +3,068+7.8% | Added |
| 111 Capital | 42,175 | $21.8M | 4.14% | +15,177+56.2% | Added |
| Advisor OS, LLC | 42,093 | $21.8M | 1.88% | +2,695+6.8% | Added |
| Fox Hill Wealth Management | 42,030 | $21.8M | 10.19% | −222−0.5% | Reduced |
| Allred Capital Management, LLC | 42,012 | $21.8M | 7.58% | −725−1.7% | Reduced |
| Live Oak Private Wealth LLC | 41,973 | $21.7M | 3.03% | −113−0.3% | Reduced |
| Physicians Financial Services, Inc. | 41,920 | $21.7M | 5.93% | −579−1.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 41,897 | $21.7M | 2.78% | +434+1.0% | Added |
| Headinvest, LLC | 41,888 | $21.7M | 4.49% | −421−1.0% | Reduced |
| Patten Group, Inc. | 41,757 | $21.6M | 4.21% | −749−1.8% | Reduced |
| Advisory Research Inc | 41,750 | $21.6M | 2.84% | +9,320+28.7% | Added |
| 11 Capital Partners LP | 41,738 | $21.6M | 6.12% | −28,200−40.3% | Reduced |
| Capital & Planning, LLC | 41,684 | $21.6M | 13.33% | −21−0.1% | Reduced |
| Sovran Advisors, LLC | 41,033 | $21.6M | 1.91% | +1,202+3.0% | Added |
| Umpqua Bank | 42,013 | $21.6M | 6.03% | +552+1.3% | Added |
| Lawson Kroeker Investment Management Inc | 41,644 | $21.6M | 3.94% | −1,627−3.8% | Reduced |
| Kadensa Capital Ltd | 41,634 | $21.6M | 2.22% | +41,634 | New |
| Boyar Asset Management Inc. | 41,603 | $21.5M | 13.63% | −416−1.0% | Reduced |
| Boston Research & Management Inc | 41,547 | $21.5M | 4.70% | +47+0.1% | Added |
| Guardian Wealth Advisors, LLC | 41,434 | $21.5M | 1.40% | +378+0.9% | Added |
| WBH Advisory Inc | 41,393 | $21.4M | 1.64% | −823−1.9% | Reduced |
| IFG Advisory, LLC | 41,337 | $21.4M | 0.97% | −1,383−3.2% | Reduced |
| BloombergSen Inc. | 41,331 | $21.4M | 1.82% | −429−1.0% | Reduced |
| Whitener Capital Management, Inc. | 41,272 | $21.4M | 5.12% | +37+0.1% | Added |
| Advocacy Wealth Management Services, LLC | 41,230 | $21.4M | 0.93% | +40,817+9,883.1% | Added |
| CRA Financial Services, LLC | 41,051 | $21.3M | 2.91% | −362−0.9% | Reduced |
| Aviance Capital Partners, LLC | 41,032 | $21.3M | 2.52% | +1,017+2.5% | Added |
| Udine Wealth Management, Inc. | 40,973 | $21.2M | 10.18% | +862+2.1% | Added |
| Jackson Hole Capital Partners, LLC | 40,944 | $21.2M | 3.63% | −362−0.9% | Reduced |
| Harold Davidson & Associates Inc. | 40,931 | $21.2M | 9.63% | +6,256+18.0% | Added |
| Kavar Capital Partners Group, LLC | 40,868 | $21.2M | 2.82% | +197+0.5% | Added |
| one8zero8, LLC | 40,866 | $21.2M | 4.57% | +1,795+4.6% | Added |
| Brown Miller Wealth Management, LLC | 40,845 | $21.2M | 6.00% | +340+0.8% | Added |
| Thames Capital Management LLC | 40,843 | $21.2M | 3.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 40,822 | $21.1M | 3.09% | −982−2.3% | Reduced |
| Romano Brothers and Company | 40,775 | $21.1M | 2.41% | +406+1.0% | Added |
| Union Heritage Capital, LLC | 40,696 | $21.1M | 6.84% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40,670 | $21.1M | 4.74% | −240−0.6% | Reduced |
| Quent Capital, LLC | 40,663 | $21.1M | 1.76% | +592+1.5% | Added |
| Banque de Luxembourg S.A. | 40,615 | $21.0M | 10.88% | −2,082−4.9% | Reduced |
| Bonness Enterprises Inc | 40,600 | $21.0M | 6.90% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,589 | $21.0M | 2.49% | +2,684+7.1% | Added |
| Impact Capital Partners LLC | 40,545 | $21.0M | 6.32% | +2,189+5.7% | Added |
| Shepherd Financial Partners LLC | 40,538 | $21.0M | 2.00% | −22−0.1% | Reduced |
| Berger Financial Group, Inc | 40,537 | $21.0M | 1.26% | −24−0.1% | Reduced |
| Sloy Dahl & Holst, LLC | 40,494 | $21.0M | 2.22% | +25,576+171.4% | Added |
| Wills Financial Group LLC | 40,449 | $21.0M | 8.59% | −514−1.3% | Reduced |
| Grandview Asset Management LLC | 40,440 | $20.9M | 5.89% | +990+2.5% | Added |
| Iowa State Bank | 40,410 | $20.9M | 3.98% | −405−1.0% | Reduced |
| True North Advisors, LLC | 40,408 | $20.9M | 3.32% | +13,981+52.9% | Added |
| Stanley-Laman Group, Ltd. | 40,405 | $20.9M | 2.99% | +11,702+40.8% | Added |
| Stonebrook Private Inc. | 40,344 | $20.9M | 4.51% | −37−0.1% | Reduced |
| Artemis Wealth Advisors, LLC | 40,344 | $20.9M | 3.55% | −2,993−6.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 40,300 | $20.9M | 3.17% | +40,300 | New |
| McIlrath & Eck, LLC | 40,265 | $20.9M | 2.15% | +1,159+3.0% | Added |
| Paragon Capital Management LLC | 40,249 | $20.8M | 10.07% | −737−1.8% | Reduced |
| Berkshire Bank | 40,248 | $20.8M | 4.49% | −1,296−3.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,247 | $20.8M | 1.59% | −1,540−3.7% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 40,226 | $20.8M | 3.58% | +1,746+4.5% | Added |
| Morton Capital Management LLC | 40,134 | $20.8M | 3.41% | −1,784−4.3% | Reduced |
| Rodgers Brothers Inc. | 40,131 | $20.8M | 2.56% | −1,219−2.9% | Reduced |
| Hoertkorn Richard Charles | 40,106 | $20.8M | 8.03% | −1,830−4.4% | Reduced |
| NVWM, LLC | 40,068 | $20.8M | 4.67% | +507+1.3% | Added |
| MYDA Advisors LLC | 40,000 | $20.7M | 6.23% | +2,796+7.5% | Added |
| Sandbox Financial Partners, LLC | 39,982 | $20.7M | 5.93% | +115+0.3% | Added |
| Acropolis Investment Management, LLC | 41,627 | $20.7M | 1.05% | +21,875+110.7% | Added |
| Brady Family Wealth, LLC | 39,922 | $20.7M | 6.40% | −2,916−6.8% | Reduced |
| Litman Gregory Asset Management LLC | 39,850 | $20.6M | 1.54% | −819−2.0% | Reduced |
| Richard C. Young & CO., LTD. | 39,832 | $20.6M | 1.92% | +67+0.2% | Added |
| Stokes Capital Advisors, LLC | 39,810 | $20.6M | 4.80% | −108−0.3% | Reduced |
| Nilsine Partners, LLC | 39,804 | $20.6M | 1.85% | +5,257+15.2% | Added |
| Timber Creek Capital Management LLC | 39,795 | $20.6M | 4.98% | −176−0.4% | Reduced |
| Searle & Co. | 39,698 | $20.6M | 5.45% | +96+0.2% | Added |
| Inlet Private Wealth, LLC | 39,590 | $20.5M | 4.63% | +225+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 39,487 | $20.5M | 2.40% | +864+2.2% | Added |