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 |
|---|---|---|---|---|---|
| Investidor Profissional Gestao de Recursos Ltda. | 26,684 | $13.8M | 10.82% | −22,160−45.4% | Reduced |
| State of Wyoming | 26,677 | $13.8M | 1.57% | +12,473+87.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 26,669 | $13.8M | 4.60% | +5,927+28.6% | Added |
| Harmony Asset Management LLC | 26,665 | $13.8M | 4.76% | +90+0.3% | Added |
| Tounjian Advisory Partners, LLC | 26,664 | $13.8M | 4.62% | −28,600−51.8% | Reduced |
| MJP Associates Inc | 26,662 | $13.8M | 1.82% | +1,042+4.1% | Added |
| Huntleigh Advisors, Inc. | 26,659 | $13.8M | 2.35% | +98+0.4% | Added |
| San Luis Wealth Advisors LLC | 26,621 | $13.8M | 2.49% | +2,724+11.4% | Added |
| Greater Midwest Financial Group, LLC | 26,501 | $13.7M | 8.86% | −8,131−23.5% | Reduced |
| Commonwealth Retirement Investments LLC | 26,491 | $13.7M | 4.67% | +531+2.0% | Added |
| Alpine Woods Capital Investors, LLC | 26,470 | $13.7M | 3.19% | +1,126+4.4% | Added |
| Menlo Advisors LLC | 26,397 | $13.7M | 6.49% | −775−2.9% | Reduced |
| Ballast Advisors LLC | 26,328 | $13.6M | 3.76% | −725−2.7% | Reduced |
| Cardinal Point Capital Management, ULC | 26,371 | $13.6M | 0.95% | −1,453−5.2% | Reduced |
| BCS Private Wealth Management, Inc. | 26,279 | $13.6M | 4.87% | +179+0.7% | Added |
| Fairfield, Bush & Co. | 26,245 | $13.6M | 6.98% | −322−1.2% | Reduced |
| Agate Pass Investment Management, LLC | 26,172 | $13.6M | 5.16% | +899+3.6% | Added |
| Monograph Wealth Advisors, LLC | 26,135 | $13.5M | 1.37% | +14,028+115.9% | Added |
| McHugh Group, LLC | 26,130 | $13.5M | 8.10% | 00.0% | Unchanged |
| Excalibur Management Corp | 26,080 | $13.5M | 4.90% | −660−2.5% | Reduced |
| Mattson Financial Services, LLC | 26,033 | $13.5M | 3.22% | +354+1.4% | Added |
| Parisi Gray Wealth Management | 26,032 | $13.5M | 3.51% | +69+0.3% | Added |
| Harbor Advisors LLC | 26,000 | $13.5M | 2.08% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 25,968 | $13.5M | 3.74% | −812−3.0% | Reduced |
| S.E.E.D. Planning Group LLC | 25,964 | $13.4M | 3.92% | −137−0.5% | Reduced |
| Lantz Financial LLC | 25,950 | $13.4M | 2.97% | +1,740+7.2% | Added |
| Cinctive Capital Management LP | 25,918 | $13.4M | 0.67% | +15,485+148.4% | Added |
| IFC Advisors LLC | 25,917 | $13.4M | 2.46% | −548−2.1% | Reduced |
| Aventura Private Wealth, LLC | 25,890 | $13.4M | 4.94% | +3,575+16.0% | Added |
| Lester Murray Antman dba SimplyRich | 25,856 | $13.4M | 3.61% | −333−1.3% | Reduced |
| DRW Securities, LLC | 25,835 | $13.4M | 0.69% | −38,782−60.0% | Reduced |
| Genus Capital Management Inc. | 25,837 | $13.4M | 1.55% | +2,681+11.6% | Added |
| Bank Hapoalim BM | 25,786 | $13.4M | 1.64% | −40−0.2% | Reduced |
| Barton Investment Management | 25,775 | $13.4M | 1.36% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 25,766 | $13.3M | 1.16% | −389−1.5% | Reduced |
| Mitchell Sinkler & Starr | 25,762 | $13.3M | 6.00% | −15−0.1% | Reduced |
| Seizert Capital Partners, LLC | 25,723 | $13.3M | 0.58% | −3,275−11.3% | Reduced |
| CORDA Investment Management, LLC. | 25,723 | $13.3M | 0.94% | +766+3.1% | Added |
| Cavalier Investments, LLC | 27,671 | $13.3M | 5.36% | −9,462−25.5% | Reduced |
| Triangle Securities Wealth Management | 25,679 | $13.3M | 3.01% | +5,805+29.2% | Added |
| CVA Family Office, LLC | 25,669 | $13.3M | 1.71% | +80.0% | Added |
| Louisbourg Investments Inc. | 31,662 | $13.3M | 2.90% | +392+1.3% | Added |
| Capula Management Ltd | 25,577 | $13.2M | 0.10% | +25,577 | New |
| Sterling Investment Advisors, Ltd. | 25,574 | $13.2M | 2.58% | −313−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 25,539 | $13.2M | 2.24% | −1,393−5.2% | Reduced |
| Enterprise Financial Services Corp | 25,505 | $13.2M | 6.81% | −885−3.4% | Reduced |
| MGB Wealth Management, LLC | 25,501 | $13.2M | 3.73% | −1,431−5.3% | Reduced |
| Tradewinds Capital Management, LLC | 25,483 | $13.2M | 2.97% | +1,648+6.9% | Added |
| JFS Wealth Advisors, LLC | 25,472 | $13.2M | 0.77% | +405+1.6% | Added |
| HBW Advisory Services LLC | 25,461 | $13.2M | 1.48% | +814+3.3% | Added |
| Cardiff Park Advisors, LLC | 25,453 | $13.2M | 1.01% | +849+3.5% | Added |
| David J Yvars Group | 25,387 | $13.1M | 7.04% | −59−0.2% | Reduced |
| Settian Capital LP | 25,350 | $13.1M | 8.92% | 00.0% | Unchanged |
| InvesTrust | 25,343 | $13.1M | 4.81% | −203−0.8% | Reduced |
| Wimmer Associates 1, LLC | 25,309 | $13.1M | 6.30% | −376−1.5% | Reduced |
| TTP Investments, Inc. | 25,396 | $13.1M | 3.80% | +1,962+8.4% | Added |
| Richards, Merrill & Peterson, Inc. | 25,277 | $13.1M | 5.65% | −473−1.8% | Reduced |
| D'Orazio & Associates, Inc. | 25,252 | $13.1M | 1.73% | +558+2.3% | Added |
| Elwood Capital Partners LP | 25,243 | $13.1M | 11.96% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25,161 | $13.0M | 2.51% | +256+1.0% | Added |
| Trust Co of Oklahoma | 25,143 | $13.0M | 3.85% | +212+0.9% | Added |
| Kestra Investment Management, LLC | 25,133 | $13.0M | 0.35% | −74,046−74.7% | Reduced |
| Enhancing Capital LLC | 25,127 | $13.0M | 9.52% | +43+0.2% | Added |
| Liberty Capital Management, Inc. | 25,074 | $13.0M | 2.44% | −318−1.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 25,061 | $13.0M | 0.57% | −35,097−58.3% | Reduced |
| United Capital Management of KS, Inc. | 25,027 | $13.0M | 1.76% | +1,517+6.5% | Added |
| Tiptree Advisors, LLC | 25,000 | $12.9M | 8.10% | +3,900+18.5% | Added |
| Valley Brook Capital Group | 24,999 | $12.9M | 8.70% | +303+1.2% | Added |
| Carderock Capital Management Inc | 24,976 | $12.9M | 3.15% | +507+2.1% | Added |
| Keystone Wealth Services, LLC | 24,937 | $12.9M | 2.82% | +146+0.6% | Added |
| Diversified Enterprises, LLC | 24,933 | $12.9M | 0.87% | +867+3.6% | Added |
| KG&L Capital Management,LLC | 24,930 | $12.9M | 3.55% | +237+1.0% | Added |
| Westwood Wealth Management | 24,897 | $12.9M | 4.73% | −4,720−15.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 24,879 | $12.9M | 9.41% | −975−3.8% | Reduced |
| Canopy Partners, LLC | 24,867 | $12.9M | 4.30% | −233−0.9% | Reduced |
| Oak Harvest Investment Services | 24,861 | $12.9M | 1.50% | +11,195+81.9% | Added |
| Cito Capital Group, LLC | 24,855 | $12.9M | 3.73% | +1,200+5.1% | Added |
| Bizma Investimentos Ltda | 24,800 | $12.8M | 3.61% | 00.0% | Unchanged |
| Maxi Investments CY Ltd | 24,780 | $12.8M | 2.67% | −16,517−40.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 24,776 | $12.8M | 2.40% | −91−0.4% | Reduced |
| Souders Financial Advisors | 24,746 | $12.8M | 1.52% | +732+3.0% | Added |
| Benson Investment Management Company, Inc. | 24,733 | $12.8M | 4.38% | −100.0% | Reduced |
| Goodman Advisory Group, LLC | 24,722 | $12.8M | 3.19% | +1,197+5.1% | Added |
| Advocate Group LLC | 24,691 | $12.8M | 2.10% | −625−2.5% | Reduced |
| Capital Performance Advisors LLP | 24,641 | $12.8M | 2.10% | +1,850+8.1% | Added |
| Arvin Capital Management LP | 24,600 | $12.7M | 2.95% | +24,600 | New |
| Seven Mile Advisory | 24,592 | $12.7M | 2.06% | +7,993+48.2% | Added |
| Regatta Capital Group, LLC | 24,546 | $12.7M | 2.01% | +381+1.6% | Added |
| Adirondack Trust Co | 24,487 | $12.7M | 4.25% | −39−0.2% | Reduced |
| LCNB Corp | 24,483 | $12.7M | 4.44% | −365−1.5% | Reduced |
| Pacifica Partners Inc. | 24,389 | $12.7M | 4.53% | −106−0.4% | Reduced |
| Bey-Douglas LLC | 24,460 | $12.7M | 9.42% | −7,424−23.3% | Reduced |
| Austin Private Wealth, LLC | 24,416 | $12.6M | 0.97% | −562−2.2% | Reduced |
| Ar Asset Management Inc | 24,399 | $12.6M | 2.66% | 00.0% | Unchanged |
| Leisure Capital Management | 24,396 | $12.6M | 4.33% | +159+0.7% | Added |
| Tanager Wealth Management LLP | 24,392 | $12.6M | 1.33% | +626+2.6% | Added |
| FACT Capital, LP | 24,348 | $12.6M | 6.56% | −8,705−26.3% | Reduced |
| Tandem Capital Management Corp | 24,337 | $12.6M | 5.87% | +396+1.7% | Added |
| Greenline Partners, LLC | 24,326 | $12.6M | 1.53% | −895−3.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,310 | $12.6M | 8.15% | −75−0.3% | Reduced |