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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Davis-Rea Ltd. | 39,402 | $20.4M | 4.95% | −5,230−11.7% | Reduced |
| Tradewinds, LLC. | 39,378 | $20.4M | 4.97% | +38,099+2,978.8% | Added |
| Westover Capital Advisors, LLC | 39,356 | $20.4M | 3.77% | +716+1.9% | Added |
| Payden & Rygel | 39,330 | $20.4M | 1.72% | −11,100−22.0% | Reduced |
| Brave Asset Management Inc | 39,271 | $20.3M | 4.97% | +1,293+3.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 37,368 | $20.3M | 3.26% | +854+2.3% | Added |
| Intellus Advisors LLC | 39,023 | $20.2M | 2.76% | −29−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 39,022 | $20.2M | 3.28% | +747+2.0% | Added |
| Codex Capital Asset Management L.L.C. | 39,000 | $20.2M | 7.61% | 00.0% | Unchanged |
| Concord Wealth Partners | 38,946 | $20.2M | 2.78% | −38−0.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 38,940 | $20.2M | 4.64% | +180+0.5% | Added |
| Bell Bank | 38,864 | $20.1M | 0.87% | +392+1.0% | Added |
| Harrell Investment Partners, LLC | 38,847 | $20.1M | 4.75% | −446−1.1% | Reduced |
| 44 Wealth Management LLC | 38,812 | $20.1M | 6.82% | −838−2.1% | Reduced |
| Trust Point Inc. | 38,788 | $20.1M | 1.62% | −1,100−2.8% | Reduced |
| Potrero Capital Research LLC | 38,694 | $20.0M | 6.09% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 38,678 | $20.0M | 5.48% | −1,229−3.1% | Reduced |
| MSA Advisors, LLC | 38,640 | $20.0M | 5.00% | 00.0% | Unchanged |
| Huber Capital Management LLC | 38,558 | $20.0M | 3.16% | +1,015+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 38,534 | $20.0M | 5.54% | −766−1.9% | Reduced |
| Harbor Island Capital LLC | 38,524 | $20.0M | 8.54% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 38,458 | $19.9M | 6.73% | +638+1.7% | Added |
| Winthrop Advisory Group LLC | 38,399 | $19.9M | 1.74% | +140.0% | Added |
| Investment Advisory Services Inc | 38,344 | $19.9M | 6.26% | −290−0.8% | Reduced |
| Elevatus Welath Management | 38,294 | $19.8M | 5.73% | +6,175+19.2% | Added |
| Costello Asset Management, INC | 38,224 | $19.8M | 6.63% | +1,211+3.3% | Added |
| Bill Few Associates, Inc. | 38,215 | $19.8M | 5.10% | −283−0.7% | Reduced |
| JCIC Asset Management Inc. | 38,207 | $19.8M | 6.19% | +38,207 | New |
| Alta Advisers Ltd | 38,194 | $19.8M | 6.05% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 38,188 | $19.8M | 1.18% | +19,115+100.2% | Added |
| LVW Advisors, LLC | 38,178 | $19.8M | 2.05% | +3,950+11.5% | Added |
| Okabena Investment Services Inc | 38,106 | $19.7M | 3.83% | −350−0.9% | Reduced |
| Valley National Advisers Inc | 38,029 | $19.7M | 3.05% | −6,610−14.8% | Reduced |
| Snider Financial Group | 38,017 | $19.7M | 5.37% | −2,898−7.1% | Reduced |
| Apriem Advisors | 37,873 | $19.6M | 1.86% | −862−2.2% | Reduced |
| Texas Bank & Trust Co | 37,767 | $19.6M | 7.40% | −135−0.4% | Reduced |
| Baugh & Associates, LLC | 40,545 | $19.4M | 9.66% | −1,089−2.6% | Reduced |
| Asset Dedication, LLC | 37,459 | $19.4M | 1.30% | −922−2.4% | Reduced |
| Wright Investors Service Inc | 37,443 | $19.4M | 5.62% | −2,164−5.5% | Reduced |
| Gibraltar Capital Management, Inc. | 37,313 | $19.3M | 3.47% | −1,982−5.0% | Reduced |
| American Trust | 37,309 | $19.3M | 1.63% | −809−2.1% | Reduced |
| BNC Wealth Management, LLC | 37,251 | $19.3M | 4.87% | −542−1.4% | Reduced |
| Mattern Capital Management, LLC | 37,220 | $19.3M | 2.27% | −856−2.2% | Reduced |
| Fischer Financial Services, Inc. | 37,145 | $19.2M | 5.18% | −234−0.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 37,088 | $19.2M | 5.61% | −82−0.2% | Reduced |
| Apollon Financial, LLC | 37,068 | $19.2M | 3.19% | +1,533+4.3% | Added |
| Owl Creek Asset Management, L.P. | 37,053 | $19.2M | 2.18% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 37,047 | $19.2M | 7.57% | −230−0.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 36,972 | $19.1M | 3.89% | −473−1.3% | Reduced |
| Puzo Michael J | 36,965 | $19.1M | 5.22% | −89−0.2% | Reduced |
| Ardsley Advisory Partners LP | 37,000 | $19.1M | 2.93% | −5,000−11.9% | Reduced |
| VeraBank, N.A. | 36,853 | $19.1M | 3.57% | +70.0% | Added |
| BankPlus Trust Department | 36,819 | $19.1M | 5.11% | +3,001+8.9% | Added |
| Old Second National Bank of Aurora | 36,786 | $19.1M | 3.93% | −1,062−2.8% | Reduced |
| Tradition Wealth Management, LLC | 36,760 | $19.0M | 1.41% | +1,467+4.2% | Added |
| Roberts Wealth Advisors, LLC | 36,756 | $19.0M | 5.06% | −1,125−3.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 36,680 | $19.0M | 1.10% | +49+0.1% | Added |
| Dover Advisors, LLC | 36,662 | $19.0M | 7.57% | −163−0.4% | Reduced |
| Ocean Capital Management, LLC | 36,558 | $18.9M | 3.81% | +318+0.9% | Added |
| Citizens National Bank Trust Department | 36,514 | $18.9M | 3.37% | +1,181+3.3% | Added |
| Maytus Capital Management, LLC | 36,480 | $18.9M | 4.05% | −23,249−38.9% | Reduced |
| Lafayette Investments, Inc. | 36,437 | $18.9M | 3.61% | +361+1.0% | Added |
| Central Bank & Trust Co | 36,372 | $18.8M | 2.97% | −336−0.9% | Reduced |
| Grove Bank & Trust | 36,333 | $18.8M | 2.20% | −1,284−3.4% | Reduced |
| Pegasus Asset Management, Inc. | 36,248 | $18.8M | 6.02% | +97+0.3% | Added |
| TLW Wealth Management, LLC | 36,242 | $18.8M | 10.74% | −1,215−3.2% | Reduced |
| First National Bank & Trust Co of Newtown | 36,144 | $18.7M | 3.55% | −1,035−2.8% | Reduced |
| Heritage Wealth Management, Inc. | 36,137 | $18.7M | 5.50% | −779−2.1% | Reduced |
| Manchester Capital Management LLC | 36,044 | $18.7M | 2.53% | −5,635−13.5% | Reduced |
| TFR Capital, LLC. | 36,016 | $18.7M | 6.23% | +618+1.7% | Added |
| Hamilton Capital Partners, LLC | 36,013 | $18.7M | 7.16% | −4,504−11.1% | Reduced |
| Strait & Sound Wealth Management LLC | 35,959 | $18.6M | 7.15% | +24+0.1% | Added |
| CV Advisors LLC | 35,955 | $18.6M | 5.16% | +239+0.7% | Added |
| Asio Capital, LLC | 35,931 | $18.6M | 2.79% | +3,424+10.5% | Added |
| Southeast Asset Advisors Inc. | 35,917 | $18.6M | 2.03% | +5,333+17.4% | Added |
| Legacy Financial Advisors, Inc. | 35,858 | $18.6M | 2.56% | +650+1.8% | Added |
| RWM Asset Management, LLC | 35,756 | $18.5M | 2.27% | +1,249+3.6% | Added |
| SOA Wealth Advisors, LLC. | 124,227 | $18.5M | 3.17% | +243+0.2% | Added |
| Maestria Partners LLC | 35,710 | $18.5M | 5.85% | 00.0% | Unchanged |
| Plancorp, LLC | 35,697 | $18.5M | 0.58% | −2,389−6.3% | Reduced |
| Arrow Financial Corp | 35,660 | $18.5M | 1.89% | −23−0.1% | Reduced |
| Platform Technology Partners | 35,618 | $18.4M | 4.42% | −92−0.3% | Reduced |
| ADAPT Investment Managers SA | 35,600 | $18.4M | 3.88% | −30,000−45.7% | Reduced |
| Strong Tower Advisory Services | 35,590 | $18.4M | 3.49% | −310−0.9% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 35,556 | $18.4M | 6.24% | −327−0.9% | Reduced |
| Aries Wealth Management | 35,553 | $18.4M | 4.36% | +334+0.9% | Added |
| Klingman & Associates, LLC | 35,542 | $18.4M | 0.93% | +1,492+4.4% | Added |
| Torray LLC | 35,530 | $18.4M | 2.50% | −1,151−3.1% | Reduced |
| New Millennium Group LLC | 35,485 | $18.4M | 8.40% | +3,518+11.0% | Added |
| Westmount Partners, LLC | 35,339 | $18.4M | 4.74% | −200−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 35,420 | $18.3M | 1.94% | −340−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 35,417 | $18.3M | 0.66% | −61−0.2% | Reduced |
| Portland Global Advisors LLC | 35,398 | $18.3M | 2.05% | −341−1.0% | Reduced |
| Vishria Bird Financial Group, LLC | 35,377 | $18.3M | 3.59% | +431+1.2% | Added |
| Quotient Wealth Partners, LLC | 35,377 | $18.3M | 0.50% | +793+2.3% | Added |
| Greenland Capital Management LP | 35,349 | $18.3M | 2.69% | +7,247+25.8% | Added |
| World Equity Group, Inc. | 35,339 | $18.3M | 4.15% | +5,976+20.4% | Added |
| Buck Wealth Strategies, LLC | 35,301 | $18.3M | 2.51% | +853+2.5% | Added |
| Bearing Point Capital, LLC | 35,286 | $18.3M | 3.15% | −61−0.2% | Reduced |
| Benedict Financial Advisors Inc | 35,221 | $18.2M | 3.96% | −1,304−3.6% | Reduced |