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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 32,227 | $16.7M | 7.89% | −518−1.6% | Reduced |
| Bank of New Hampshire | 32,174 | $16.7M | 3.84% | −644−2.0% | Reduced |
| Q Capital Solutions | 32,075 | $16.6M | 7.21% | −14,060−30.5% | Reduced |
| GKV Capital Management Co., Inc. | 32,069 | $16.6M | 6.56% | −67−0.2% | Reduced |
| Garrison Point Advisors, LLC | 32,013 | $16.6M | 6.95% | −979−3.0% | Reduced |
| Concord Investment Counsel Inc. | 32,012 | $16.6M | 5.26% | +32,012 | New |
| John G Ullman & Associates Inc | 31,959 | $16.6M | 2.23% | −189−0.6% | Reduced |
| Accurate Wealth Management, LLC | 32,220 | $16.5M | 2.20% | −612−1.9% | Reduced |
| Northstar Advisory Group, LLC | 31,941 | $16.5M | 6.75% | +1,953+6.5% | Added |
| Biltmore Family Office, LLC | 31,934 | $16.5M | 2.35% | −272−0.8% | Reduced |
| McDonald Partners LLC | 31,917 | $16.5M | 4.94% | −13,300−29.4% | Reduced |
| Motley Fool Wealth Management, LLC | 31,833 | $16.5M | 1.12% | −4,766−13.0% | Reduced |
| Boit C F David | 31,804 | $16.5M | 7.45% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 31,798 | $16.5M | 8.40% | −978−3.0% | Reduced |
| Consolidated Planning Corp | 31,682 | $16.4M | 1.73% | +18,506+140.5% | Added |
| Magnus Financial Group LLC | 31,662 | $16.4M | 1.30% | +586+1.9% | Added |
| Shorepoint Capital Partners LLC | 31,574 | $16.4M | 3.25% | +31,574 | New |
| Stonebridge Financial Group, LLC | 31,569 | $16.4M | 1.44% | +2,146+7.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 31,555 | $16.3M | 0.84% | +12,597+66.4% | Added |
| Argentarii, LLC | 31,545 | $16.3M | 6.98% | +120.0% | Added |
| Clearline Capital LP | 31,511 | $16.3M | 1.41% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 31,417 | $16.3M | 2.30% | +2,095+7.1% | Added |
| United Advisor Group, LLC | 31,403 | $16.3M | 2.19% | +6,996+28.7% | Added |
| VCI Wealth Management LLC | 31,377 | $16.3M | 4.93% | +3,115+11.0% | Added |
| Oxler Private Wealth LLC | 31,328 | $16.2M | 4.72% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 31,297 | $16.2M | 7.95% | −972−3.0% | Reduced |
| WealthShield Partners, LLC | 31,248 | $16.2M | 1.84% | +87+0.3% | Added |
| Citizens & Northern Corp | 31,231 | $16.2M | 4.01% | −194−0.6% | Reduced |
| Sageworth Trust Co | 31,228 | $16.2M | 0.75% | +27,866+828.9% | Added |
| Sonata Capital Group Inc | 31,201 | $16.2M | 5.97% | +387+1.3% | Added |
| Hudson Value Partners, LLC | 31,181 | $16.2M | 5.07% | +445+1.4% | Added |
| Altfest L J & Co Inc | 31,171 | $16.1M | 1.80% | +369+1.2% | Added |
| Tyche Wealth Partners LLC | 31,144 | $16.1M | 2.83% | +2,225+7.7% | Added |
| Nadler Financial Group, Inc. | 31,137 | $16.1M | 1.54% | +543+1.8% | Added |
| Fortis Capital Advisors, LLC | 31,050 | $16.1M | 2.55% | −757−2.4% | Reduced |
| In-Depth Partners, LLC | 30,955 | $16.0M | 17.01% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 30,899 | $16.0M | 9.60% | −284−0.9% | Reduced |
| Monument Capital Management | 30,895 | $16.0M | 4.00% | −226−0.7% | Reduced |
| Glass Wealth Management Co LLC | 30,883 | $16.0M | 7.13% | +1,603+5.5% | Added |
| Clear Creek Financial Management, LLC | 30,838 | $16.0M | 1.38% | +1,166+3.9% | Added |
| Old Port Advisors | 30,819 | $16.0M | 4.02% | −299−1.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 30,733 | $15.9M | 4.79% | −347−1.1% | Reduced |
| Financial Network Wealth Management LLC | 31,366 | $15.9M | 4.90% | +31,366 | New |
| RDA Financial Network | 30,578 | $15.8M | 3.91% | +1,116+3.8% | Added |
| Ayrshire Capital Management LLC | 30,548 | $15.8M | 7.34% | −651−2.1% | Reduced |
| Quadcap Wealth Management, LLC | 30,540 | $15.8M | 1.87% | −126−0.4% | Reduced |
| CNB Bank | 30,513 | $15.8M | 6.58% | +608+2.0% | Added |
| Financial Security Advisor, Inc. | 30,478 | $15.8M | 3.36% | −175−0.6% | Reduced |
| White Pine Capital LLC | 30,380 | $15.7M | 4.51% | −165−0.5% | Reduced |
| Castle Rock Wealth Management, LLC | 30,476 | $15.7M | 3.48% | +255+0.8% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 30,363 | $15.7M | 5.45% | −3,731−10.9% | Reduced |
| Crews Bank & Trust | 30,348 | $15.7M | 2.30% | −404−1.3% | Reduced |
| Nicolet Bankshares Inc | 30,288 | $15.7M | 2.52% | +318+1.1% | Added |
| Reuter James Wealth Management, LLC | 30,213 | $15.6M | 2.22% | −103−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 30,183 | $15.6M | 1.90% | −80.0% | Reduced |
| Drexel Morgan & Co. | 30,129 | $15.6M | 2.45% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 30,129 | $15.6M | 2.85% | +3,208+11.9% | Added |
| Carroll Investors, Inc | 30,125 | $15.6M | 7.55% | −1,299−4.1% | Reduced |
| Allen Capital Group, LLC | 30,097 | $15.6M | 1.49% | −675−2.2% | Reduced |
| Knightsbridge Asset Management, LLC | 30,084 | $15.6M | 2.63% | +772+2.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 30,079 | $15.6M | 2.61% | +1,829+6.5% | Added |
| Chancellor Financial Group WB LP | 30,002 | $15.5M | 11.05% | +1,376+4.8% | Added |
| Ivy Lane Capital Management, LLC | 30,000 | $15.5M | 17.38% | −56,000−65.1% | Reduced |
| One Madison Group LLC | 30,000 | $15.5M | 1.70% | −32,300−51.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $15.5M | 3.83% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 29,988 | $15.5M | 1.04% | +1,569+5.5% | Added |
| Chapman Investment Management, LLC | 29,968 | $15.5M | 11.04% | +353+1.2% | Added |
| Kensington Investment Counsel, LLC | 29,956 | $15.5M | 6.32% | +762+2.6% | Added |
| Telos Capital Management, Inc. | 29,946 | $15.5M | 1.49% | +62+0.2% | Added |
| Bradyco, Inc. | 29,916 | $15.5M | 17.57% | −3,215−9.7% | Reduced |
| Vista Capital Partners, Inc. | 29,889 | $15.5M | 1.57% | +1,490+5.2% | Added |
| Great Diamond Partners, LLC | 29,872 | $15.5M | 3.00% | −530−1.7% | Reduced |
| Consolidated Capital Management, LLC | 29,864 | $15.5M | 5.48% | −6,080−16.9% | Reduced |
| Marks Group Wealth Management, Inc | 29,862 | $15.5M | 1.44% | −2,203−6.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 29,834 | $15.5M | 3.18% | +1,916+6.9% | Added |
| Wynn Capital, LLC | 29,817 | $15.4M | 7.49% | +148+0.5% | Added |
| Northstar Asset Management LLC | 29,797 | $15.4M | 3.31% | −1,032−3.3% | Reduced |
| Parus Finance (UK) Ltd | 29,789 | $15.4M | 4.05% | −950−3.1% | Reduced |
| NWK Group, Inc. | 29,763 | $15.4M | 5.24% | −130−0.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 29,715 | $15.4M | 11.12% | −113−0.4% | Reduced |
| Finer Wealth Management, Inc. | 29,588 | $15.3M | 7.64% | +79+0.3% | Added |
| Blueprint Investment Partners LLC | 29,572 | $15.3M | 2.15% | +964+3.4% | Added |
| Stevens Capital Management LP | 29,494 | $15.3M | 2.03% | +21,906+288.7% | Added |
| McDonough Capital Management, Inc | 29,482 | $15.3M | 7.68% | +291+1.0% | Added |
| Buckhead Capital Management LLC | 29,439 | $15.2M | 5.54% | +620+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 29,420 | $15.2M | 3.91% | −285−1.0% | Reduced |
| WealthTrust Axiom LLC | 29,363 | $15.2M | 4.07% | +975+3.4% | Added |
| Dumont & Blake Investment Advisors LLC | 29,354 | $15.2M | 3.69% | −491−1.6% | Reduced |
| Silver Oak Securities, Inc | 29,321 | $15.2M | 1.14% | +6,376+27.8% | Added |
| Raub Brock Capital Management LP | 29,316 | $15.2M | 3.27% | −281−0.9% | Reduced |
| SPC Financial, Inc. | 29,301 | $15.2M | 1.19% | +378+1.3% | Added |
| Concord Asset Management, LLC | 29,235 | $15.1M | 2.75% | −9,749−25.0% | Reduced |
| Atmos Capital Gestao de Recursos Ltda. | 29,235 | $15.1M | 2.14% | +29,235 | New |
| Heartland Bank & Trust Co | 29,228 | $15.1M | 6.25% | +621+2.2% | Added |
| Blue Zone Wealth Advisors, LLC | 29,187 | $15.1M | 3.02% | +11,507+65.1% | Added |
| Parkwood LLC | 29,177 | $15.1M | 1.47% | +10,447+55.8% | Added |
| LRI Investments, LLC | 55,416 | $15.1M | 1.23% | +228+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 29,098 | $15.1M | 1.53% | +1,195+4.3% | Added |
| O'Neil Global Advisors, Inc. | 29,055 | $15.0M | 2.77% | +25,431+701.7% | Added |
| Atlas Wealth LLC | 29,044 | $15.0M | 4.86% | −175−0.6% | Reduced |