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 |
|---|---|---|---|---|---|
| Penbrook Management LLC | 24,305 | $12.6M | 8.79% | −675−2.7% | Reduced |
| Herald Investment Management Ltd | 24,300 | $12.6M | 1.68% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 24,297 | $12.6M | 4.64% | −956−3.8% | Reduced |
| Geneva Partners, LLC | 24,283 | $12.6M | 4.60% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 24,267 | $12.6M | 2.41% | +21+0.1% | Added |
| Wealth Preservation Advisors, LLC | 24,250 | $12.6M | 7.31% | +40+0.2% | Added |
| Paragon Private Wealth Management, LLC | 24,242 | $12.6M | 4.12% | −8,242−25.4% | Reduced |
| Ring Mountain Capital, LLC | 24,144 | $12.5M | 6.93% | +50+0.2% | Added |
| OMC Financial Services LTD | 24,112 | $12.5M | 4.63% | +48+0.2% | Added |
| Riverview Capital Advisers, LLC | 24,087 | $12.5M | 3.61% | +1,954+8.8% | Added |
| Trust Co of Kansas | 24,068 | $12.5M | 5.97% | −45−0.2% | Reduced |
| Sawyer & Company, Inc | 25,040 | $12.5M | 4.70% | −7,318−22.6% | Reduced |
| West Michigan Advisors, LLC | 23,999 | $12.4M | 2.99% | −1,230−4.9% | Reduced |
| Sivia Capital Partners, LLC | 23,991 | $12.4M | 3.51% | +2,203+10.1% | Added |
| Peregrine Asset Advisers, Inc. | 23,971 | $12.4M | 3.72% | +171+0.7% | Added |
| FORA Capital, LLC | 23,965 | $12.4M | 2.19% | +7,398+44.7% | Added |
| Elgethun Capital Management | 24,122 | $12.4M | 2.25% | −290−1.2% | Reduced |
| Atlas Brown,Inc. | 23,919 | $12.4M | 3.66% | −28−0.1% | Reduced |
| Touchstone Capital, Inc. | 23,915 | $12.4M | 6.35% | +23,915 | New |
| Center for Financial Planning, Inc. | 23,884 | $12.4M | 1.32% | +32+0.1% | Added |
| First PREMIER Bank | 23,867 | $12.4M | 2.81% | −13−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 23,822 | $12.3M | 1.02% | +5,314+28.7% | Added |
| Sonoma Private Wealth LLC | 23,813 | $12.3M | 14.73% | −713−2.9% | Reduced |
| HHM Wealth Advisors, LLC | 23,761 | $12.3M | 1.42% | −215−0.9% | Reduced |
| Cottage Street Advisors LLC | 23,779 | $12.3M | 5.23% | +3,939+19.9% | Added |
| Lederer & Associates Investment Counsel | 23,694 | $12.3M | 7.97% | −902−3.7% | Reduced |
| Red Cedar Investment Management, LLC | 23,625 | $12.2M | 1.43% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 23,589 | $12.2M | 2.36% | +6,021+34.3% | Added |
| AXA S.A. | 23,585 | $12.2M | 6.13% | −4,090,424−99.4% | Reduced |
| Silphium Asset Management Ltd | 23,558 | $12.2M | 3.61% | +6,720+39.9% | Added |
| Frisch Financial Group, Inc. | 23,516 | $12.2M | 2.83% | −186−0.8% | Reduced |
| Marathon Capital Management | 23,470 | $12.2M | 2.78% | −980−4.0% | Reduced |
| Arista Wealth Management, LLC | 23,457 | $12.1M | 1.51% | +20.0% | Added |
| Corsair Capital Management, L.P. | 23,442 | $12.1M | 2.15% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 23,429 | $12.1M | 6.19% | +209+0.9% | Added |
| Eos Management, L.P. | 23,425 | $12.1M | 4.79% | 00.0% | Unchanged |
| Main Street Group, LTD | 23,414 | $12.1M | 3.55% | +59+0.3% | Added |
| Papamarkou Wellner Asset Management inc. | 23,409 | $12.1M | 7.50% | −253−1.1% | Reduced |
| Cornerstone Enterprises, LLC | 23,406 | $12.1M | 5.96% | +534+2.3% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 23,393 | $12.1M | 3.06% | −1,414−5.7% | Reduced |
| Moseley Investment Management Inc | 23,391 | $12.1M | 3.69% | +14+0.1% | Added |
| Saranac Partners Ltd | 23,415 | $12.1M | 2.19% | +810+3.6% | Added |
| First Command Advisory Services, Inc. | 23,383 | $12.1M | 0.09% | −579−2.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 23,375 | $12.1M | 2.80% | −117−0.5% | Reduced |
| Allegheny Financial Group LTD | 23,368 | $12.1M | 2.26% | +161+0.7% | Added |
| Elyxium Wealth, LLC | 23,329 | $12.1M | 4.21% | −140−0.6% | Reduced |
| LOM Asset Management Ltd | 23,326 | $12.1M | 3.68% | +413+1.8% | Added |
| Cim Investment Mangement Inc | 23,321 | $12.1M | 3.28% | −24,365−51.1% | Reduced |
| Stableford Capital II LLC | 23,292 | $12.1M | 4.36% | +73+0.3% | Added |
| NewSquare Capital LLC | 23,287 | $12.1M | 0.82% | +2,302+11.0% | Added |
| Poehling Capital Management, LLC | 23,267 | $12.1M | 2.53% | −91−0.4% | Reduced |
| Bulltick Wealth Management, LLC | 23,264 | $12.0M | 2.85% | −1,209−4.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 23,240 | $12.0M | 2.68% | +294+1.3% | Added |
| Cooper Investors Pty Ltd | 23,190 | $12.0M | 3.28% | −41,116−63.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 23,187 | $12.0M | 1.76% | −1,419−5.8% | Reduced |
| Hamel Associates, Inc. | 23,150 | $12.0M | 3.69% | −638−2.7% | Reduced |
| Annandale Capital, LLC | 23,082 | $12.0M | 2.09% | −77−0.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 23,047 | $11.9M | 6.61% | −392−1.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 23,027 | $11.9M | 2.12% | +510+2.3% | Added |
| Gries Financial LLC | 22,993 | $11.9M | 1.88% | +807+3.6% | Added |
| AMJ Financial Wealth Management | 22,972 | $11.9M | 2.88% | −17−0.1% | Reduced |
| Solstein Capital, LLC | 22,964 | $11.9M | 5.44% | +148+0.6% | Added |
| Nikulski Financial, Inc. | 22,946 | $11.9M | 2.99% | +160+0.7% | Added |
| Stelac Advisory Services LLC | 22,943 | $11.9M | 4.11% | +235+1.0% | Added |
| Summa Corp. | 22,876 | $11.8M | 5.21% | +1,118+5.1% | Added |
| Chesapeake Asset Management LLC | 22,874 | $11.8M | 10.50% | −69−0.3% | Reduced |
| Providence Wealth Advisors, LLC | 21,849 | $11.8M | 7.47% | +209+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22,846 | $11.8M | 2.44% | +428+1.9% | Added |
| Wrapmanager Inc | 22,779 | $11.8M | 3.63% | −5,216−18.6% | Reduced |
| Tred Avon Family Wealth, LLC | 22,743 | $11.8M | 4.05% | +22,743 | New |
| First Commonwealth Financial Corp | 22,731 | $11.8M | 1.97% | +1,160+5.4% | Added |
| Centerpoint Advisors, LLC | 22,714 | $11.8M | 3.65% | +209+0.9% | Added |
| Crown Wealth Group, LLC | 22,707 | $11.8M | 3.53% | +380+1.7% | Added |
| Sound Income Strategies, LLC | 22,502 | $11.8M | 0.64% | +489+2.2% | Added |
| Synergy Financial Group, LTD | 22,613 | $11.7M | 7.90% | +3,641+19.2% | Added |
| Cascade Financial Partners, LLC | 22,590 | $11.7M | 1.34% | −345−1.5% | Reduced |
| 3Chopt Investment Partners, LLC | 22,578 | $11.7M | 2.66% | +220+1.0% | Added |
| Delaney Dennis R | 22,548 | $11.7M | 5.85% | −553−2.4% | Reduced |
| Alliance Wealth Advisors, LLC | 22,523 | $11.7M | 2.73% | −860−3.7% | Reduced |
| Mount Vernon Associates Inc | 22,515 | $11.7M | 8.14% | −2,062−8.4% | Reduced |
| Curbstone Financial Management Corp | 22,510 | $11.7M | 2.24% | +20+0.1% | Added |
| Redmond Asset Management, LLC | 22,481 | $11.6M | 2.86% | −1,416−5.9% | Reduced |
| Windle Wealth, LLC | 22,451 | $11.6M | 5.20% | −28−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 22,401 | $11.6M | 2.77% | +305+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 22,371 | $11.6M | 4.84% | +2,282+11.4% | Added |
| Secure Asset Management, LLC | 22,291 | $11.6M | 1.91% | +1,510+7.3% | Added |
| KLCM Advisors, Inc. | 22,366 | $11.6M | 1.16% | +5,826+35.2% | Added |
| SOL Capital Management CO | 22,365 | $11.6M | 1.04% | −170−0.8% | Reduced |
| Resurgent Financial Advisors LLC | 22,332 | $11.6M | 5.68% | −205−0.9% | Reduced |
| Dark Forest Capital Management LP | 22,326 | $11.6M | 0.44% | −14,058−38.6% | Reduced |
| Ethos Financial Group, LLC | 22,317 | $11.6M | 0.91% | −311−1.4% | Reduced |
| ORG Partners LLC | 22,387 | $11.5M | 2.10% | +5,721+34.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,257 | $11.5M | 6.39% | −406−1.8% | Reduced |
| Maia Wealth LLC | 22,692 | $11.5M | 1.93% | +1,936+9.3% | Added |
| Eagle Capital Management, LLC | 22,151 | $11.5M | 4.34% | −306−1.4% | Reduced |
| Mezzasalma Advisors, LLC | 22,123 | $11.5M | 2.93% | +446+2.1% | Added |
| Trail Ridge Investment Advisors, LLC | 22,106 | $11.4M | 5.13% | +281+1.3% | Added |
| BW Gestao de Investimentos Ltda. | 22,056 | $11.4M | 0.86% | −33,629−60.4% | Reduced |
| Diligent Investors, LLC | 22,048 | $11.4M | 2.89% | +77+0.4% | Added |
| Advanced Asset Management Advisors Inc | 22,040 | $11.4M | 3.05% | −30.0% | Reduced |