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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 20,125 | $10.4M | 4.71% | −450−2.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 20,053 | $10.4M | 3.84% | +123+0.6% | Added |
| Bender Robert & Associates | 20,016 | $10.4M | 2.24% | −303−1.5% | Reduced |
| Miura Global Management, LLC | 20,000 | $10.4M | 15.25% | −30,000−60.0% | Reduced |
| Zimmer Partners, LP | 20,000 | $10.4M | 0.25% | 00.0% | Unchanged |
| Rubicon Global Capital Ltd | 20,000 | $10.4M | 2.29% | 00.0% | Unchanged |
| Ally Financial Inc. | 20,000 | $10.4M | 1.28% | +20,000 | New |
| SPX Equities Gestao de Recursos Ltda | 20,000 | $10.4M | 0.87% | +20,000 | New |
| Patrick Mauro Investment Advisor, INC. | 19,977 | $10.3M | 5.43% | −1,504−7.0% | Reduced |
| Redwood Investment Management, LLC | 19,978 | $10.3M | 1.12% | −80.0% | Reduced |
| United Community Bank | 19,957 | $10.3M | 3.20% | +3,582+21.9% | Added |
| RBA Wealth Management, LLC | 19,945 | $10.3M | 3.56% | −226−1.1% | Reduced |
| Cumberland Advisors Inc | 19,945 | $10.3M | 3.97% | +20+0.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 19,936 | $10.3M | 3.76% | −87−0.4% | Reduced |
| First City Capital Management, Inc. | 19,912 | $10.3M | 5.56% | −38−0.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 19,900 | $10.3M | 2.82% | −2,414−10.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 19,896 | $10.3M | 3.18% | −860−4.1% | Reduced |
| Boxwood Ventures, Inc. | 19,890 | $10.3M | 11.47% | 00.0% | Unchanged |
| Pensionfund Sabic | 19,890 | $10.3M | 2.81% | 00.0% | Unchanged |
| Trust Investment Advisors | 19,876 | $10.3M | 5.79% | +18+0.1% | Added |
| Burford Brothers, Inc. | 19,872 | $10.3M | 4.40% | −71−0.4% | Reduced |
| Anb Bank | 19,865 | $10.3M | 4.17% | −965−4.6% | Reduced |
| Icapital Wealth LLC | 19,857 | $10.3M | 5.65% | −557−2.7% | Reduced |
| Prudent Investors Network | 19,840 | $10.3M | 2.52% | −1,007−4.8% | Reduced |
| Trilogy Capital Inc. | 19,831 | $10.3M | 0.47% | +1,718+9.5% | Added |
| Palumbo Wealth Management LLC | 22,242 | $10.3M | 3.28% | +2,161+10.8% | Added |
| Congress Park Capital LLC | 19,798 | $10.3M | 3.19% | −157−0.8% | Reduced |
| EagleClaw Capital Managment, LLC | 19,792 | $10.3M | 1.43% | −541−2.7% | Reduced |
| IMS Capital Management | 19,788 | $10.2M | 4.73% | −2,385−10.8% | Reduced |
| Nutshell Asset Management Ltd | 19,770 | $10.2M | 4.88% | +7,550+61.8% | Added |
| SFM, LLC | 19,738 | $10.2M | 5.94% | +155+0.8% | Added |
| Hudson Canyon Capital Management | 19,770 | $10.2M | 5.87% | −667−3.3% | Reduced |
| MBL Wealth, LLC | 19,735 | $10.2M | 0.89% | +948+5.0% | Added |
| Townsend Asset Management Corp | 19,728 | $10.2M | 3.64% | −333−1.7% | Reduced |
| Clark Asset Management, LLC | 19,716 | $10.2M | 1.19% | +763+4.0% | Added |
| SNS Financial Group, LLC | 19,688 | $10.2M | 0.89% | −147−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 19,650 | $10.2M | 3.75% | −1,233−5.9% | Reduced |
| Kennedy Capital Management, Inc. | 19,643 | $10.2M | 0.22% | −58,838−75.0% | Reduced |
| Centric Wealth Management | 19,647 | $10.2M | 2.26% | +531+2.8% | Added |
| Prospector Partners LLC | 19,635 | $10.2M | 1.22% | −1,080−5.2% | Reduced |
| Gold Investment Management Ltd. | 19,635 | $10.2M | 3.42% | +87+0.4% | Added |
| Sentry Investment Management LLC | 19,357 | $10.2M | 6.78% | −2,071−9.7% | Reduced |
| McBroom & Associates, LLC | 19,616 | $10.2M | 4.83% | −93−0.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 19,615 | $10.2M | 1.61% | +477+2.5% | Added |
| Intellectus Partners, LLC | 19,615 | $10.2M | 1.97% | −30−0.2% | Reduced |
| Revisor Wealth Management LLC | 19,422 | $10.1M | 3.50% | −116−0.6% | Reduced |
| DeDora Capital, Inc. | 19,573 | $10.1M | 2.45% | +104+0.5% | Added |
| Navellier & Associates Inc | 19,560 | $10.1M | 1.03% | +1,425+7.9% | Added |
| Liberty Wealth Management LLC | 19,559 | $10.1M | 1.43% | +203+1.0% | Added |
| Fairvoy Private Wealth, LLC | 19,551 | $10.1M | 2.31% | −669−3.3% | Reduced |
| Bouvel Investment Partners, LLC | 19,506 | $10.1M | 3.09% | −299−1.5% | Reduced |
| Soros Capital Management LLC | 19,500 | $10.1M | 2.50% | +19,500 | New |
| Family Legacy, Inc. | 19,499 | $10.1M | 3.09% | −528−2.6% | Reduced |
| Commonwealth Financial Services, LLC | 19,468 | $10.1M | 1.73% | −2,391−10.9% | Reduced |
| Paragon Advisors, LLC | 19,454 | $10.1M | 2.60% | −164−0.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,445 | $10.1M | 5.18% | +80.0% | Added |
| University of Wisconsin Foundation | 19,431 | $10.1M | 8.52% | +19,431 | New |
| Waddell & Associates, LLC | 19,421 | $10.1M | 0.86% | +3,731+23.8% | Added |
| Alcosta Capital Management, Inc. | 19,417 | $10.1M | 5.42% | −303−1.5% | Reduced |
| Gibbs Wealth Management | 19,403 | $10.0M | 2.27% | −4,006−17.1% | Reduced |
| Martin & Co Inc | 19,403 | $10.0M | 1.79% | −33−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 19,381 | $10.0M | 2.41% | +10,167+110.3% | Added |
| Elevated Capital Advisors, LLC | 19,373 | $10.0M | 2.50% | +98+0.5% | Added |
| Tikehau Investment Management | 19,369 | $10.0M | 14.66% | +769+4.1% | Added |
| XXEC, Inc. | 19,367 | $10.0M | 8.61% | −200−1.0% | Reduced |
| Scissortail Wealth Management, LLC | 19,315 | $10.0M | 2.18% | −40.0% | Reduced |
| Peninsula Asset Management Inc | 19,313 | $10.0M | 5.14% | −265−1.4% | Reduced |
| Spirit of America Management Corp | 19,299 | $10.0M | 2.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 19,289 | $9.99M | 2.98% | −145−0.7% | Reduced |
| Caliber Wealth Management, LLC | 19,279 | $9.99M | 1.11% | −81,569−80.9% | Reduced |
| Chemistry Wealth Management LLC | 19,275 | $9.98M | 1.93% | +1,201+6.6% | Added |
| Bridgewealth Advisory Group, LLC | 19,269 | $9.98M | 2.31% | +116+0.6% | Added |
| Peregrine Investment Management Inc | 19,247 | $9.97M | 4.90% | 00.0% | Unchanged |
| GenTrust, LLC | 19,216 | $9.95M | 0.45% | +3,558+22.7% | Added |
| NWF Advisory Services Inc. | 19,213 | $9.95M | 1.09% | −560−2.8% | Reduced |
| Probity Advisors, Inc. | 19,210 | $9.95M | 1.61% | −784−3.9% | Reduced |
| Trust Co of the South | 19,203 | $9.95M | 1.65% | −118−0.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 19,198 | $9.94M | 4.77% | −28−0.1% | Reduced |
| Prentiss Smith & Co Inc | 19,190 | $9.94M | 5.61% | −861−4.3% | Reduced |
| Amarillo National Bank | 19,168 | $9.93M | 1.75% | +333+1.8% | Added |
| Hixon Zuercher, LLC | 19,151 | $9.92M | 3.02% | +742+4.0% | Added |
| Wealth Alliance Advisory Group, LLC | 19,142 | $9.91M | 1.79% | −437−2.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,103 | $9.89M | 5.25% | −224−1.2% | Reduced |
| WT Wealth Management | 19,094 | $9.89M | 2.85% | −317−1.6% | Reduced |
| Byrne Financial Freedom, LLC | 19,072 | $9.88M | 4.92% | +108+0.6% | Added |
| David R. Rahn & Associates Inc. | 19,055 | $9.87M | 2.42% | −307−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,025 | $9.85M | 2.23% | +601+3.3% | Added |
| Flynn Zito Capital Management, LLC | 19,017 | $9.85M | 3.64% | −87−0.5% | Reduced |
| Alteri Wealth LLC | 19,003 | $9.84M | 3.38% | −409−2.1% | Reduced |
| Aldebaran Capital, LLC | 18,999 | $9.84M | 9.04% | −107−0.6% | Reduced |
| Fiduciary Family Office, LLC | 18,995 | $9.84M | 2.80% | +1,373+7.8% | Added |
| Bennett Selby Investments LP | 18,985 | $9.83M | 3.25% | +90.0% | Added |
| Ravenswood Partners LP | 18,984 | $9.83M | 3.11% | +18,984 | New |
| RPg Family Wealth Advisory, LLC | 18,940 | $9.81M | 2.15% | +3,326+21.3% | Added |
| Aurora Investment Managers, LLC. | 18,913 | $9.80M | 5.33% | −17−0.1% | Reduced |
| Intrua Financial, LLC | 18,913 | $9.80M | 1.15% | +1,088+6.1% | Added |
| Pekin Hardy Strauss, Inc. | 18,816 | $9.75M | 0.98% | +604+3.3% | Added |
| First Business Financial Services, Inc. | 18,803 | $9.74M | 0.89% | +680+3.8% | Added |
| Vivaldi Capital Management, LLC | 18,778 | $9.73M | 1.38% | +969+5.4% | Added |
| Cox Capital Mgt LLC | 18,770 | $9.72M | 6.35% | +177+1.0% | Added |