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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 35,218 | $18.2M | 2.64% | −1,080−3.0% | Reduced |
| Kathmere Capital Management, LLC | 35,196 | $18.2M | 1.30% | +2,609+8.0% | Added |
| LM Advisors LLC | 35,134 | $18.2M | 2.62% | −199,948−85.1% | Reduced |
| Mirabaud Asset Management Ltd | 35,328 | $18.2M | 8.81% | −9,009−20.3% | Reduced |
| Herold Advisors, Inc. | 35,084 | $18.2M | 4.21% | +2,530+7.8% | Added |
| Aprio Wealth Management, LLC | 35,083 | $18.2M | 1.81% | +3,388+10.7% | Added |
| BTG Pactual Asset Management US LLC | 35,069 | $18.2M | 2.14% | +6,515+22.8% | Added |
| IPG Investment Advisors LLC | 35,064 | $18.2M | 3.24% | +16,936+93.4% | Added |
| Connable Office Inc | 35,063 | $18.2M | 1.68% | +1,260+3.7% | Added |
| Capital Investment Counsel, LLC | 35,041 | $18.1M | 2.67% | −1,106−3.1% | Reduced |
| DLK Investment Management, LLC | 35,035 | $18.1M | 6.83% | −1,440−3.9% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 35,030 | $18.1M | 2.08% | −6,235−15.1% | Reduced |
| First Sabrepoint Capital Management LP | 35,000 | $18.1M | 7.32% | 00.0% | Unchanged |
| 3G Capital Partners LP | 35,000 | $18.1M | 4.30% | +35,000 | New |
| Greystone Financial Group, LLC | 34,995 | $18.1M | 2.81% | −839−2.3% | Reduced |
| Capital Investment Advisory Services, LLC | 34,890 | $18.1M | 1.43% | +531+1.5% | Added |
| Hound Partners, LLC | 34,888 | $18.1M | 2.32% | −5,193−13.0% | Reduced |
| Jackson Square Partners, LLC | 34,840 | $18.0M | 7.30% | −8,741−20.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 34,839 | $18.0M | 2.70% | +923+2.7% | Added |
| Hollow Brook Wealth Management LLC | 34,741 | $18.0M | 4.26% | +1,299+3.9% | Added |
| Personal Cfo Solutions, LLC | 34,677 | $18.0M | 3.15% | +1,674+5.1% | Added |
| First Bank & Trust | 34,645 | $17.9M | 3.02% | −114−0.3% | Reduced |
| KPP Advisory Services LLC | 34,592 | $17.9M | 2.66% | +1,311+3.9% | Added |
| Beutel, Goodman & Co Ltd. | 34,547 | $17.9M | 0.11% | −1,710−4.7% | Reduced |
| Founders Financial Securities LLC | 34,536 | $17.9M | 1.22% | −286−0.8% | Reduced |
| CoreCap Advisors, LLC | 34,517 | $17.9M | 0.65% | +2,394+7.5% | Added |
| Highline Wealth Partners LLC | 34,488 | $17.9M | 4.81% | +11,045+47.1% | Added |
| Brentview Investment Management LLC | 34,468 | $17.9M | 8.13% | +1,245+3.7% | Added |
| Nicholas Investment Partners, LP | 34,466 | $17.9M | 1.36% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 34,459 | $17.8M | 2.95% | −322−0.9% | Reduced |
| Sax Wealth Advisors, LLC | 34,419 | $17.8M | 0.96% | +1,649+5.0% | Added |
| DCM Advisors, LLC | 34,417 | $17.8M | 7.50% | −2,103−5.8% | Reduced |
| Ravenstone Capital Management Inc. | 34,311 | $17.8M | 8.70% | −1,457−4.1% | Reduced |
| Gifford Fong Associates | 34,302 | $17.8M | 3.73% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 34,301 | $17.8M | 5.02% | +4,715+15.9% | Added |
| Old Point Trust & Financial Services N A | 34,280 | $17.8M | 5.74% | −608−1.7% | Reduced |
| WealthPlan Investment Management, LLC | 34,249 | $17.7M | 1.18% | −7,807−18.6% | Reduced |
| Royal Fund Management, LLC | 34,098 | $17.7M | 2.18% | −28,224−45.3% | Reduced |
| Kidder Stephen W | 34,081 | $17.7M | 5.06% | −453−1.3% | Reduced |
| ZEGA Investments, LLC | 34,076 | $17.6M | 4.05% | +3,106+10.0% | Added |
| Affinity Wealth Management LLC | 34,071 | $17.6M | 2.58% | +307+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,053 | $17.6M | 1.02% | +1,655+5.1% | Added |
| Rockbridge Capital Management LLC | 34,047 | $17.6M | 10.41% | −1,260−3.6% | Reduced |
| Founders Financial Alliance, LLC | 33,945 | $17.6M | 3.31% | +104+0.3% | Added |
| Chatham Capital Group, Inc. | 33,942 | $17.6M | 2.53% | −490−1.4% | Reduced |
| Bedel Financial Consulting, Inc. | 33,932 | $17.6M | 2.25% | +480+1.4% | Added |
| Abbot Financial Management, Inc. | 33,920 | $17.6M | 7.51% | −233−0.7% | Reduced |
| Round Rock Advisors, LLC | 33,903 | $17.6M | 2.78% | −2,098−5.8% | Reduced |
| LMG Wealth Partners, LLC | 33,880 | $17.5M | 3.26% | −78−0.2% | Reduced |
| Broadwater Capital Management LLC | 33,874 | $17.5M | 12.84% | −16,952,180−99.8% | Reduced |
| West Family Investments, Inc. | 33,861 | $17.5M | 3.92% | +811+2.5% | Added |
| Birinyi Associates Inc | 33,799 | $17.5M | 4.47% | +265+0.8% | Added |
| Albar Capital Partners LLP | 33,798 | $17.5M | 3.99% | +18,575+122.0% | Added |
| Miller Investment Management, LP | 33,759 | $17.5M | 1.76% | +349+1.0% | Added |
| Ervin Investment Management, LLC | 33,714 | $17.5M | 9.99% | −539−1.6% | Reduced |
| Citizens Business Bank | 33,684 | $17.4M | 2.91% | +8,485+33.7% | Added |
| Pinnbrook Capital Management LP | 33,647 | $17.4M | 3.22% | +15,988+90.5% | Added |
| Shikiar Asset Management Inc | 33,608 | $17.4M | 4.38% | +182+0.5% | Added |
| Proficio Capital Partners LLC | 33,594 | $17.4M | 1.20% | −29,157−46.5% | Reduced |
| Brookwood Investment Group LLC | 33,592 | $17.4M | 2.25% | −1,718−4.9% | Reduced |
| Perennial Investment Advisors, LLC | 33,576 | $17.4M | 1.44% | −2,145−6.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 33,566 | $17.4M | 5.46% | +1,540+4.8% | Added |
| Ashton Thomas Securities, LLC | 33,504 | $17.4M | 2.43% | +1,567+4.9% | Added |
| Lighthouse Investment Partners, LLC | 33,485 | $17.3M | 0.63% | −2,112−5.9% | Reduced |
| Mirador Capital Partners LP | 33,446 | $17.3M | 2.46% | −140−0.4% | Reduced |
| Somerset Trust Co | 33,336 | $17.3M | 5.33% | −597−1.8% | Reduced |
| Wall Street Access Asset Management, LLC | 33,335 | $17.3M | 4.31% | −6,126−15.5% | Reduced |
| Marshall & Sullivan Inc | 33,331 | $17.3M | 8.00% | −533−1.6% | Reduced |
| Zullo Investment Group, Inc. | 33,319 | $17.3M | 6.38% | −17−0.1% | Reduced |
| MCF Advisors LLC | 33,261 | $17.2M | 1.06% | +2,015+6.4% | Added |
| Financial Perspectives, Inc | 33,250 | $17.2M | 4.78% | −409−1.2% | Reduced |
| Roman Butler Fullerton & Co | 31,792 | $17.2M | 4.62% | +510+1.6% | Added |
| TCI Wealth Advisors, Inc. | 33,201 | $17.2M | 1.03% | +909+2.8% | Added |
| Woodbridge Co Ltd | 33,200 | $17.2M | 0.04% | 00.0% | Unchanged |
| Once Capital Management, LLC | 33,200 | $17.2M | 4.67% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 33,137 | $17.2M | 4.47% | +1,581+5.0% | Added |
| Alpha Family Trust | 33,105 | $17.1M | 8.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 33,103 | $17.1M | 1.54% | −711−2.1% | Reduced |
| Centiva Capital, LP | 33,034 | $17.1M | 1.59% | +31,472+2,014.9% | Added |
| Raab & Moskowitz Asset Management LLC | 32,930 | $17.1M | 3.81% | −452−1.4% | Reduced |
| Childress Capital Advisors, LLC | 32,890 | $17.0M | 3.11% | +3,841+13.2% | Added |
| Builder Investment Group Inc | 32,841 | $17.0M | 3.82% | −40−0.1% | Reduced |
| Parker Investment Management, LLC | 32,827 | $17.0M | 2.32% | −782−2.3% | Reduced |
| Northwest Bancshares, Inc. | 32,818 | $17.0M | 2.82% | −953−2.8% | Reduced |
| FCG Investment Co | 32,788 | $17.0M | 7.95% | +2,391+7.9% | Added |
| Legacy Edge Advisors, LLC | 32,711 | $16.9M | 2.00% | +144+0.4% | Added |
| Chapin Davis, Inc. | 32,693 | $16.9M | 4.16% | +627+2.0% | Added |
| Baldwin Investment Management, LLC | 32,688 | $16.9M | 1.94% | −40−0.1% | Reduced |
| Pennant Select, LLC | 32,600 | $16.9M | 10.62% | −5,200−13.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,597 | $16.9M | 0.41% | +32,597 | New |
| Humankind Investments LLC | 32,548 | $16.9M | 3.86% | −752−2.3% | Reduced |
| Dudley Capital Management, LLC | 32,525 | $16.8M | 7.60% | −90−0.3% | Reduced |
| Green Harvest Asset Management LLC | 32,494 | $16.8M | 0.25% | +430+1.3% | Added |
| Kemnay Advisory Services Inc. | 32,458 | $16.8M | 2.56% | −1,190−3.5% | Reduced |
| Interchange Capital Partners, LLC | 32,454 | $16.8M | 3.29% | +6,055+22.9% | Added |
| TRUE Private Wealth Advisors | 32,430 | $16.8M | 1.71% | −311−0.9% | Reduced |
| Optas, LLC | 32,361 | $16.8M | 2.84% | +456+1.4% | Added |
| JNBA Financial Advisors | 32,348 | $16.8M | 1.52% | +6,279+24.1% | Added |
| Cornerstone Advisory, LLC | 32,347 | $16.8M | 1.65% | +776+2.5% | Added |
| Muhlenkamp & Co Inc | 32,347 | $16.8M | 4.55% | +36+0.1% | Added |