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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 22,037 | $11.4M | 1.81% | −644−2.8% | Reduced |
| Eastover Investment Advisors LLC | 22,036 | $11.4M | 4.96% | −2,089−8.7% | Reduced |
| High Note Wealth, LLC | 22,016 | $11.4M | 2.29% | +166+0.8% | Added |
| LCM Capital Management Inc | 22,012 | $11.4M | 5.47% | +110.0% | Added |
| Pinnacle Bancorp, Inc. | 22,001 | $11.4M | 3.37% | −663−2.9% | Reduced |
| Sphera Management Technology Funds Ltd | 22,000 | $11.4M | 5.77% | −2,684−10.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,950 | $11.4M | 3.53% | +550+2.6% | Added |
| Pinkerton Retirement Specialists, LLC | 21,939 | $11.4M | 1.22% | +1,145+5.5% | Added |
| Kercheville Advisors, LLC | 21,926 | $11.4M | 3.43% | −1,709−7.2% | Reduced |
| SGL Investment Advisors, Inc. | 21,952 | $11.3M | 4.73% | +465+2.2% | Added |
| Pines Wealth Management, LLC | 21,881 | $11.3M | 3.82% | −522−2.3% | Reduced |
| Charles Schwab Trust Co | 21,808 | $11.3M | 0.77% | +1,805+9.0% | Added |
| Notis-McConarty Edward | 21,774 | $11.3M | 5.25% | −100.0% | Reduced |
| Wealth Management Partners, LLC | 21,748 | $11.3M | 3.58% | +10.0% | Added |
| B&L Asset Management LLC | 21,739 | $11.3M | 5.77% | −334−1.5% | Reduced |
| J.Safra Asset Management Corp | 21,707 | $11.2M | 0.68% | +3,278+17.8% | Added |
| Tempus Wealth Planning, LLC | 21,674 | $11.2M | 2.58% | +80.0% | Added |
| Lakeshore Financial Planning, Inc. | 21,651 | $11.2M | 4.16% | −282−1.3% | Reduced |
| Rakuten Investment Management, Inc. | 14,709 | $11.2M | 0.04% | +14,709 | New |
| Voya Financial Advisors, Inc. | 21,768 | $11.2M | 1.08% | −889−3.9% | Reduced |
| Atwater Malick LLC | 21,625 | $11.2M | 3.25% | +1,867+9.4% | Added |
| Barbara Oil Co. | 21,620 | $11.2M | 4.17% | 00.0% | Unchanged |
| Fusion Capital, LLC | 21,623 | $11.2M | 3.26% | −153−0.7% | Reduced |
| Abundance Wealth Counselors | 21,602 | $11.2M | 1.92% | −1,120−4.9% | Reduced |
| Blue Edge Capital, LLC | 21,572 | $11.2M | 1.59% | −812−3.6% | Reduced |
| Octavia Wealth Advisors, LLC | 21,569 | $11.2M | 1.11% | +1,520+7.6% | Added |
| Quadrant Private Wealth Management, LLC | 21,563 | $11.2M | 2.04% | +1,251+6.2% | Added |
| Howard Financial Services, Ltd. | 21,560 | $11.2M | 1.37% | +510+2.4% | Added |
| Everpar Advisors LLC | 21,548 | $11.2M | 4.41% | +1,065+5.2% | Added |
| Osprey Private Wealth LLC | 21,455 | $11.1M | 4.04% | +6,165+40.3% | Added |
| Summit Financial Strategies, Inc. | 21,442 | $11.1M | 0.95% | +82+0.4% | Added |
| Ami Investment Management Inc | 21,440 | $11.1M | 2.58% | −1,707−7.4% | Reduced |
| Forefront Wealth Management Inc. | 21,431 | $11.1M | 8.14% | −472−2.2% | Reduced |
| LifeWealth Investments, LLC | 21,425 | $11.1M | 1.69% | +3,371+18.7% | Added |
| IMA Wealth, Inc. | 21,365 | $11.1M | 1.12% | −51−0.2% | Reduced |
| Breakwater Capital Group | 21,350 | $11.1M | 1.63% | −703−3.2% | Reduced |
| Marino, Stram & Associates LLC | 21,349 | $11.1M | 1.99% | +1,681+8.5% | Added |
| Abacus Planning Group, Inc. | 21,349 | $11.1M | 1.53% | −117−0.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 21,145 | $11.0M | 3.77% | +200+1.0% | Added |
| Blume Capital Management, Inc. | 21,276 | $11.0M | 2.12% | −447−2.1% | Reduced |
| Security National Bank of So Dak | 21,251 | $11.0M | 5.53% | −50−0.2% | Reduced |
| Capital Insight Partners, LLC | 21,250 | $11.0M | 1.82% | +333+1.6% | Added |
| Advyzon Investment Management, LLC | 21,230 | $11.0M | 1.89% | +2,259+11.9% | Added |
| Retirement Solution Inc. | 21,216 | $11.0M | 2.62% | −2,639−11.1% | Reduced |
| Mendel Money Management | 21,201 | $11.0M | 4.62% | −260−1.2% | Reduced |
| Wealth Architects, LLC | 21,187 | $11.0M | 1.04% | −221−1.0% | Reduced |
| Piscataqua Savings Bank | 21,145 | $11.0M | 8.55% | −854−3.9% | Reduced |
| Chelsea Counsel Co | 21,143 | $11.0M | 4.86% | −927−4.2% | Reduced |
| Lifeworks Advisors, LLC | 21,091 | $10.9M | 1.46% | −203−1.0% | Reduced |
| GSG Advisors LLC | 21,010 | $10.9M | 2.89% | +23+0.1% | Added |
| Thrive Wealth Management, LLC | 21,072 | $10.9M | 1.65% | −270−1.3% | Reduced |
| Beacon Financial Group | 21,057 | $10.9M | 1.07% | +996+5.0% | Added |
| General Partner, Inc. | 21,051 | $10.9M | 6.00% | −500−2.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 21,025 | $10.9M | 1.18% | +5,855+38.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 21,019 | $10.9M | 2.66% | +129+0.6% | Added |
| Studio Investment Management LLC | 21,018 | $10.9M | 2.05% | −734−3.4% | Reduced |
| Summit Wealth Group LLC | 34,466 | $10.9M | 1.50% | +26,096+311.8% | Added |
| Investment Partners, Ltd. | 21,002 | $10.9M | 3.83% | +78+0.4% | Added |
| McAdam, LLC | 20,925 | $10.8M | 0.53% | +3,112+17.5% | Added |
| Highview Capital Management LLC | 20,908 | $10.8M | 3.98% | −437−2.0% | Reduced |
| First Pacific Financial | 20,895 | $10.8M | 1.50% | −215−1.0% | Reduced |
| Hengehold Capital Management LLC | 20,891 | $10.8M | 0.92% | +633+3.1% | Added |
| Cromwell Holdings LLC | 20,858 | $10.8M | 5.77% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 20,835 | $10.8M | 3.83% | −103−0.5% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 20,804 | $10.8M | 3.23% | −1,484−6.7% | Reduced |
| United Bank | 20,785 | $10.8M | 3.74% | +395+1.9% | Added |
| Peak Planning Group, LLC | 20,739 | $10.7M | 5.60% | −236−1.1% | Reduced |
| Sym Financial Corp | 20,701 | $10.7M | 1.15% | −2,235−9.7% | Reduced |
| Alaethes Wealth LLC | 20,666 | $10.7M | 3.04% | −473−2.2% | Reduced |
| First Community Trust NA | 20,623 | $10.7M | 8.27% | −56−0.3% | Reduced |
| Sittner & Nelson, LLC | 20,586 | $10.7M | 3.88% | −392−1.9% | Reduced |
| KWMG, LLC | 20,581 | $10.7M | 0.93% | +63+0.3% | Added |
| JPL Wealth Management, LLC | 20,576 | $10.7M | 2.53% | −326−1.6% | Reduced |
| Coppell Advisory Solutions LLC | 20,686 | $10.6M | 1.15% | −13,363−39.2% | Reduced |
| 626 Financial, LLC | 20,544 | $10.6M | 4.69% | +14+0.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 20,523 | $10.6M | 3.07% | −299−1.4% | Reduced |
| First Washington CORP | 20,521 | $10.6M | 2.85% | −32−0.2% | Reduced |
| Headlands Technologies LLC | 20,515 | $10.6M | 0.85% | −864−4.0% | Reduced |
| Bernard Wealth Management Corp. | 20,508 | $10.6M | 4.44% | −16−0.1% | Reduced |
| Byrne Asset Management LLC | 20,496 | $10.6M | 6.60% | −433−2.1% | Reduced |
| StrongBox Wealth, LLC | 20,491 | $10.6M | 3.59% | −159−0.8% | Reduced |
| Prosperitas Financial LLC | 20,485 | $10.6M | 4.40% | +945+4.8% | Added |
| Rainier Family Wealth Inc | 20,439 | $10.6M | 9.44% | +696+3.5% | Added |
| Advisors Preferred, LLC | 20,350 | $10.6M | 1.56% | 00.0% | Unchanged |
| Onefund, LLC | 20,406 | $10.6M | 6.80% | +776+4.0% | Added |
| O'Brien Greene & Co. Inc | 20,389 | $10.6M | 3.25% | −653−3.1% | Reduced |
| BIP Wealth, LLC | 20,387 | $10.6M | 0.52% | +5,411+36.1% | Added |
| Phoenix Wealth Advisors | 20,386 | $10.6M | 4.06% | +876+4.5% | Added |
| Lesa Sroufe & Co | 20,376 | $10.6M | 8.53% | +25+0.1% | Added |
| Royal Capital Wealth Management, LLC | 20,372 | $10.6M | 6.47% | −14−0.1% | Reduced |
| Wilkins Investment Counsel Inc | 20,351 | $10.5M | 1.49% | −133−0.6% | Reduced |
| Sentinel Trust Co Lba | 20,349 | $10.5M | 1.07% | −874−4.1% | Reduced |
| Horizon Investment Services, LLC | 20,335 | $10.5M | 3.98% | +324+1.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 20,330 | $10.5M | 6.05% | −240−1.2% | Reduced |
| Bangor Savings Bank | 20,228 | $10.5M | 0.87% | +527+2.7% | Added |
| TBH Global Asset Management, LLC | 20,226 | $10.5M | 2.04% | +858+4.4% | Added |
| Cherokee Insurance Co | 20,225 | $10.5M | 4.49% | 00.0% | Unchanged |
| FLC Capital Advisors | 20,191 | $10.5M | 2.03% | −50−0.2% | Reduced |
| Yukon Wealth Management, Inc. | 20,184 | $10.5M | 3.43% | +299+1.5% | Added |
| Lynch Asset Management, Inc. | 20,125 | $10.4M | 3.34% | +100+0.5% | Added |