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 |
|---|---|---|---|---|---|
| Heathbridge Capital Management Ltd. | 29,025 | $15.0M | 5.77% | −7,195−19.9% | Reduced |
| Root Financial Partners, LLC | 28,962 | $15.0M | 0.92% | +3,905+15.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 28,743 | $14.9M | 5.96% | −2,308−7.4% | Reduced |
| Kesler, Norman & Wride, LLC | 35,311 | $14.9M | 2.92% | −994−2.7% | Reduced |
| Cambridge Advisors Inc. | 28,735 | $14.9M | 2.91% | −197−0.7% | Reduced |
| Revolve Wealth Partners, LLC | 28,644 | $14.8M | 1.78% | +1,259+4.6% | Added |
| Carnegie Lake Advisors LLC | 28,629 | $14.8M | 5.71% | −40−0.1% | Reduced |
| Evexia Wealth LLC | 28,839 | $14.8M | 4.44% | −2,037−6.6% | Reduced |
| AIMZ Investment Advisors, LLC | 28,620 | $14.8M | 4.65% | −294−1.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 28,600 | $14.8M | 2.11% | +432+1.5% | Added |
| Garrett Investment Advisors LLC | 28,593 | $14.8M | 1.22% | −89−0.3% | Reduced |
| Essex Savings Bank | 28,581 | $14.8M | 3.33% | −85−0.3% | Reduced |
| Stony Point Wealth Management Inc. | 28,560 | $14.8M | 5.98% | −3,049−9.6% | Reduced |
| Harbour Capital Advisors, LLC | 28,228 | $14.8M | 3.03% | −939−3.2% | Reduced |
| Penn Davis McFarland Inc | 28,546 | $14.8M | 1.53% | −115−0.4% | Reduced |
| Oarsman Capital, Inc. | 28,473 | $14.7M | 2.07% | +405+1.4% | Added |
| Evanson Asset Management, LLC | 28,468 | $14.7M | 0.85% | +71+0.3% | Added |
| MV Capital Management, Inc. | 28,433 | $14.7M | 1.41% | −2,183−7.1% | Reduced |
| Beacon Investment Advisors LLC | 28,378 | $14.7M | 6.01% | +38+0.1% | Added |
| Chesapeake Wealth Management | 28,365 | $14.7M | 4.48% | −177−0.6% | Reduced |
| Hardy Reed LLC | 28,364 | $14.7M | 1.08% | +1,427+5.3% | Added |
| Kinsale Capital Group, Inc. | 28,364 | $14.7M | 2.69% | +1,910+7.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 28,354 | $14.7M | 6.35% | +199+0.7% | Added |
| Leelyn Smith, LLC | 28,333 | $14.7M | 2.21% | +6,914+32.3% | Added |
| Bank Ozk | 28,306 | $14.7M | 5.19% | +131+0.5% | Added |
| Enclave Advisors LLC | 28,296 | $14.7M | 2.24% | −291−1.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,277 | $14.6M | 5.10% | −160−0.6% | Reduced |
| Arlington Trust Co LLC | 28,276 | $14.6M | 2.64% | +190+0.7% | Added |
| Sirios Capital Management L P | 28,256 | $14.6M | 1.91% | +8,413+42.4% | Added |
| Brick & Kyle, Associates | 28,236 | $14.6M | 5.40% | +354+1.3% | Added |
| JT Stratford LLC | 28,232 | $14.6M | 1.96% | −206−0.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 28,222 | $14.6M | 0.30% | +1,173+4.3% | Added |
| Wells Trecaso Financial Group, LLC | 28,171 | $14.6M | 6.94% | −18,458−39.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,138 | $14.6M | 3.51% | −366−1.3% | Reduced |
| Engineers Gate Manager LP | 28,101 | $14.6M | 0.17% | −31,842−53.1% | Reduced |
| Eukles Asset Management | 28,062 | $14.5M | 5.66% | −252−0.9% | Reduced |
| RB Capital Management, LLC | 28,053 | $14.5M | 3.03% | +144+0.5% | Added |
| Sentry LLC | 28,036 | $14.5M | 3.61% | −810−2.8% | Reduced |
| Ignite Planners, LLC | 27,973 | $14.5M | 2.37% | +123+0.4% | Added |
| Legacy Advisors, LLC | 27,962 | $14.5M | 1.79% | +15,652+127.1% | Added |
| Transatlantique Private Wealth LLC | 27,943 | $14.5M | 4.73% | −337−1.2% | Reduced |
| Ellevest, Inc. | 27,922 | $14.5M | 2.07% | −670−2.3% | Reduced |
| NovaPoint Capital, LLC | 27,910 | $14.5M | 3.54% | +1,570+6.0% | Added |
| Beck Capital Management, LLC | 27,908 | $14.5M | 3.33% | +844+3.1% | Added |
| Orca Investment Management, LLC | 27,891 | $14.4M | 11.83% | −329−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 27,886 | $14.4M | 3.20% | −6,721−19.4% | Reduced |
| Channel Wealth LLC | 27,851 | $14.4M | 3.86% | +344+1.3% | Added |
| Meridian Investment Counsel Inc. | 27,828 | $14.4M | 3.56% | −125−0.4% | Reduced |
| Drive Wealth Management, LLC | 27,770 | $14.4M | 3.05% | +851+3.2% | Added |
| Chickasaw Capital Management LLC | 27,735 | $14.4M | 0.59% | +90.0% | Added |
| Founders Capital Management | 27,686 | $14.3M | 7.60% | +51+0.2% | Added |
| Principal Street Partners, LLC | 27,653 | $14.3M | 2.29% | −51,893−65.2% | Reduced |
| Key Financial Inc | 27,550 | $14.3M | 2.65% | −903−3.2% | Reduced |
| Breakwater Investment Management | 27,617 | $14.3M | 5.27% | +52+0.2% | Added |
| McGinn Investment Management, Inc. | 27,615 | $14.3M | 8.39% | −190−0.7% | Reduced |
| Westside Investment Management, Inc. | 27,531 | $14.3M | 2.28% | +1,219+4.6% | Added |
| Golden State Wealth Management, LLC | 27,546 | $14.3M | 1.57% | +973+3.7% | Added |
| Eisler Capital Management Ltd. | 27,714 | $14.3M | 0.32% | +27,689+110,756.0% | Added |
| WealthPLAN Partners, LLC | 27,515 | $14.3M | 2.14% | +8,237+42.7% | Added |
| Sandhill Capital Partners LLC | 27,503 | $14.2M | 0.99% | +113+0.4% | Added |
| Kingdon Capital Management, L.L.C. | 27,500 | $14.2M | 2.23% | +27,500 | New |
| Uncommon Cents Investing LLC | 27,492 | $14.2M | 3.54% | −2,201−7.4% | Reduced |
| Midland Wealth Advisors LLC | 27,469 | $14.2M | 0.76% | −742−2.6% | Reduced |
| Triasima Portfolio Management inc. | 27,456 | $14.2M | 2.15% | +8,881+47.8% | Added |
| MEMBERS Trust Co | 27,456 | $14.2M | 0.47% | −4,202−13.3% | Reduced |
| Armstrong Advisory Group, Inc | 27,431 | $14.2M | 1.00% | +186+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 27,384 | $14.2M | 7.62% | +171+0.6% | Added |
| Tiemann Investment Advisors, LLC | 27,372 | $14.2M | 5.42% | −228−0.8% | Reduced |
| Harrington Investments, INC | 27,322 | $14.2M | 7.06% | −318−1.2% | Reduced |
| Capricorn Fund Managers Ltd | 27,318 | $14.1M | 4.75% | +5,711+26.4% | Added |
| Windward Capital Management Co | 27,307 | $14.1M | 1.13% | −259−0.9% | Reduced |
| Councilmark Asset Management, LLC | 27,261 | $14.1M | 8.09% | −300−1.1% | Reduced |
| Empire Financial Management Company, LLC | 27,235 | $14.1M | 3.23% | −79−0.3% | Reduced |
| Consolidated Investment Group LLC | 27,214 | $14.1M | 1.73% | 00.0% | Unchanged |
| JB Capital LLC | 27,190 | $14.1M | 0.61% | +50.0% | Added |
| Argyle Capital Management Inc. | 27,176 | $14.1M | 4.87% | −625−2.2% | Reduced |
| Berbice Capital Management LLC | 27,170 | $14.1M | 8.67% | +1,140+4.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 27,112 | $14.0M | 2.17% | +27,112 | New |
| Smith, Moore & Co. | 27,093 | $14.0M | 1.07% | +224+0.8% | Added |
| Front Row Advisors LLC | 27,086 | $14.0M | 4.71% | −720−2.6% | Reduced |
| Inspire Trust Co, N.A. | 27,086 | $14.0M | 2.55% | +586+2.2% | Added |
| Drucker Wealth 3.0, LLC | 27,085 | $14.0M | 2.50% | +2,789+11.5% | Added |
| Newman Dignan & Sheerar, Inc. | 27,068 | $14.0M | 3.03% | −815−2.9% | Reduced |
| Loudon Investment Management, LLC | 27,036 | $14.0M | 7.33% | −150−0.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 27,032 | $14.0M | 2.77% | +3,039+12.7% | Added |
| Gardner Lewis Asset Management L P | 27,005 | $14.0M | 3.67% | −564−2.0% | Reduced |
| Edgestream Partners, L.P. | 26,978 | $14.0M | 0.41% | −32,749−54.8% | Reduced |
| Triad Wealth Partners, LLC | 26,956 | $14.0M | 1.80% | +4,044+17.7% | Added |
| Am Investment Strategies LLC | 26,898 | $13.9M | 3.02% | −1,957−6.8% | Reduced |
| Keystone Financial Planning, Inc. | 26,882 | $13.9M | 4.05% | 00.0% | Unchanged |
| Wormser Freres Gestion | 26,710 | $13.9M | 7.74% | +186+0.7% | Added |
| White Pine Investment CO | 26,855 | $13.9M | 3.30% | −464−1.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,837 | $13.9M | 2.78% | +26,837 | New |
| Radnor Capital Management, LLC | 26,811 | $13.9M | 2.11% | +453+1.7% | Added |
| Hartford Financial Management Inc. | 26,796 | $13.9M | 3.68% | +409+1.6% | Added |
| Signet Financial Management, LLC | 26,765 | $13.9M | 1.61% | −659−2.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 26,759 | $13.9M | 4.77% | −281−1.0% | Reduced |
| Greenfield Savings Bank | 26,755 | $13.9M | 5.85% | −405−1.5% | Reduced |
| Cascades Capital Asset Management, LLC | 26,730 | $13.8M | 6.09% | +803+3.1% | Added |
| Chaney Capital Management, Inc. | 26,714 | $13.8M | 4.91% | +340+1.3% | Added |