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 |
|---|---|---|---|---|---|
| Duncan Williams Asset Management, LLC | 18,750 | $9.71M | 2.73% | −916−4.7% | Reduced |
| Prosperity Financial Group, Inc. | 18,740 | $9.71M | 3.56% | +503+2.8% | Added |
| North Growth Management Ltd. | 19,000 | $9.70M | 1.69% | −2,000−9.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 18,708 | $9.69M | 2.98% | −410−2.1% | Reduced |
| Bain Capital Public Equity, LP | 18,702 | $9.69M | 6.14% | +8,313+80.0% | Added |
| Lincluden Management Ltd | 18,694 | $9.68M | 1.08% | −101−0.5% | Reduced |
| Parkside Investments, LLC | 18,686 | $9.68M | 1.21% | +1,575+9.2% | Added |
| Granite Bay Wealth Management, LLC | 18,683 | $9.68M | 2.52% | −242−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 18,677 | $9.67M | 1.09% | +1,104+6.3% | Added |
| Norway Savings Bank | 18,674 | $9.67M | 4.68% | −110−0.6% | Reduced |
| Sculati Wealth Management, LLC | 18,668 | $9.67M | 3.41% | −92−0.5% | Reduced |
| 1248 Management, LLC | 18,662 | $9.67M | 5.45% | −14,211−43.2% | Reduced |
| Sone Capital Management, LLC | 18,650 | $9.66M | 0.81% | +18,650 | New |
| Central Valley Advisors, LLC | 18,636 | $9.65M | 2.99% | +1,806+10.7% | Added |
| Trinity Legacy Partners, LLC | 18,632 | $9.65M | 2.22% | +73+0.4% | Added |
| Victrix Investment Advisors | 18,620 | $9.64M | 5.29% | +368+2.0% | Added |
| Schwerin Boyle Capital Management Inc | 18,615 | $9.64M | 1.05% | −675−3.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,581 | $9.62M | 1.50% | −136−0.7% | Reduced |
| Evolution Wealth Advisors, LLC | 18,542 | $9.60M | 1.29% | +164+0.9% | Added |
| Exeter Financial, LLC | 18,517 | $9.59M | 4.14% | −842−4.3% | Reduced |
| 1776 Wealth LLC | 18,456 | $9.56M | 3.68% | −1,303−6.6% | Reduced |
| Summit Asset Management, LLC | 18,454 | $9.56M | 1.47% | −324−1.7% | Reduced |
| Fruth Investment Management | 18,455 | $9.56M | 2.59% | −1,470−7.4% | Reduced |
| Aviso Wealth Management | 18,440 | $9.55M | 4.16% | +246+1.4% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 18,400 | $9.53M | 5.05% | −3,600−16.4% | Reduced |
| All Terrain Financial Advisors, LLC | 18,369 | $9.51M | 3.07% | −3,053−14.3% | Reduced |
| Sylvest Advisors, LLC | 18,369 | $9.51M | 5.11% | 00.0% | Unchanged |
| waypoint wealth counsel | 18,368 | $9.51M | 3.76% | +210+1.2% | Added |
| Carl P. Sherr & Co., LLC | 18,350 | $9.50M | 4.50% | +15+0.1% | Added |
| Lee Financial Co | 18,342 | $9.50M | 1.19% | +2,381+14.9% | Added |
| Weaver Capital Management LLC | 18,340 | $9.50M | 2.07% | +2,247+14.0% | Added |
| Tower View Investment Management & Research LLC | 18,337 | $9.50M | 4.91% | +33+0.2% | Added |
| Stamos Capital Partners, L.P. | 18,321 | $9.49M | 1.79% | −913−4.7% | Reduced |
| Madison Wealth Partners, Inc | 18,310 | $9.48M | 1.88% | −50.0% | Reduced |
| CMT Capital Markets Trading GmbH | 18,300 | $9.48M | 3.94% | +16,150+751.2% | Added |
| Encompass Wealth Advisors, LLC | 18,293 | $9.47M | 3.23% | −111−0.6% | Reduced |
| Essex Investment Management Co LLC | 18,265 | $9.46M | 1.45% | −220−1.2% | Reduced |
| Cohen Investment Advisors LLC | 18,251 | $9.45M | 4.59% | +147+0.8% | Added |
| Fairbanks Capital Management, Inc. | 18,201 | $9.43M | 5.11% | −84−0.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 18,200 | $9.43M | 4.55% | +5,300+41.1% | Added |
| Tower Trust & Investment Co | 18,198 | $9.43M | 6.35% | −268−1.5% | Reduced |
| Slagle Financial, LLC | 18,164 | $9.41M | 3.45% | +71+0.4% | Added |
| Cambridge Financial Group, Inc. | 18,147 | $9.40M | 3.64% | +3,407+23.1% | Added |
| Arrow Capital Pty Ltd | 12,000 | $9.39M | 5.04% | −2,927−19.6% | Reduced |
| Boltwood Capital Management | 18,133 | $9.39M | 2.50% | +147+0.8% | Added |
| Kentucky Trust Co | 18,104 | $9.38M | 5.08% | −237−1.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 18,091 | $9.38M | 3.31% | +976+5.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 18,078 | $9.36M | 3.13% | +1,546+9.4% | Added |
| Blackhawk Capital Partners LLC. | 18,075 | $9.36M | 3.64% | +736+4.2% | Added |
| Vectors Research Management, LLC | 18,075 | $9.36M | 2.95% | +214+1.2% | Added |
| Alta Park Capital, LP | 18,049 | $9.35M | 0.94% | +18,049 | New |
| Noesis Capital Mangement Corp | 18,029 | $9.34M | 1.45% | +505+2.9% | Added |
| Advisors Management Group Inc | 18,024 | $9.34M | 1.64% | +50.0% | Added |
| CWS Financial Advisors, LLC | 18,021 | $9.33M | 2.59% | +73+0.4% | Added |
| Garrison Bradford & Associates Inc | 18,016 | $9.33M | 9.97% | −265−1.4% | Reduced |
| Pettee Investors, Inc. | 18,012 | $9.33M | 5.13% | +864+5.0% | Added |
| Ashford Capital Management Inc | 18,009 | $9.33M | 1.04% | −60.0% | Reduced |
| Palmer Knight Co | 17,989 | $9.32M | 4.41% | −535−2.9% | Reduced |
| Game Plan Financial Advisors, LLC | 17,966 | $9.31M | 3.86% | −52−0.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 17,957 | $9.30M | 1.48% | −231−1.3% | Reduced |
| Raelipskie Partnership | 17,942 | $9.29M | 3.99% | −170−0.9% | Reduced |
| VisionPoint Advisory Group, LLC | 17,928 | $9.29M | 1.85% | +1,412+8.5% | Added |
| Autumn Glory Partners, LLC | 17,924 | $9.28M | 3.81% | +12+0.1% | Added |
| Purkiss Capital Advisors LLC | 17,911 | $9.28M | 4.44% | +348+2.0% | Added |
| Cambria Investment Management, L.P. | 17,908 | $9.28M | 0.56% | +13,687+324.3% | Added |
| Stiles Financial Services Inc | 17,888 | $9.27M | 2.92% | +551+3.2% | Added |
| MTM Investment Management, LLC | 17,871 | $9.26M | 2.94% | −348−1.9% | Reduced |
| UMA Financial Services, Inc. | 17,863 | $9.25M | 1.32% | +1,436+8.7% | Added |
| Helium Advisors LLC | 17,859 | $9.25M | 7.72% | −1,068−5.6% | Reduced |
| St. Johns Investment Management Company, LLC | 17,852 | $9.25M | 3.93% | +375+2.1% | Added |
| Addison Capital Co | 17,846 | $9.24M | 2.73% | +100+0.6% | Added |
| Darden Wealth Group Inc | 17,841 | $9.24M | 4.83% | +112+0.6% | Added |
| Invesco, LLC | 17,830 | $9.23M | 3.12% | +359+2.1% | Added |
| Old Mission Investment Co LLC | 17,816 | $9.23M | 2.25% | −1,010−5.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 17,797 | $9.22M | 1.35% | +4,686+35.7% | Added |
| WealthBridge Investment Counsel Inc. | 17,781 | $9.21M | 2.84% | −487−2.7% | Reduced |
| Insight Advisors, LLC | 17,754 | $9.21M | 1.41% | −44−0.2% | Reduced |
| Dillon & Associates Inc | 17,712 | $9.18M | 1.18% | +226+1.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 17,700 | $9.17M | 0.15% | +17,700 | New |
| First National Bank of Hutchinson | 17,691 | $9.16M | 4.85% | +2,902+19.6% | Added |
| Beaumont Asset Management, L.L.C. | 17,689 | $9.16M | 4.61% | −122−0.7% | Reduced |
| Northcape Wealth Management, LLC | 17,636 | $9.13M | 2.67% | −491−2.7% | Reduced |
| Concentrum Wealth Management | 17,618 | $9.13M | 2.63% | +741+4.4% | Added |
| Aperture Investors, LLC | 17,618 | $9.13M | 1.27% | −404−2.2% | Reduced |
| Richard P Slaughter Associates Inc | 17,588 | $9.11M | 1.96% | −3,174−15.3% | Reduced |
| Michael B. Yongue | 17,582 | $9.11M | 6.42% | −152−0.9% | Reduced |
| Whitford Management LLC | 17,547 | $9.09M | 9.15% | −2,065−10.5% | Reduced |
| Evermay Wealth Management LLC | 17,539 | $9.08M | 1.04% | −200−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 17,534 | $9.08M | 2.34% | +4,240+31.9% | Added |
| Pacitti Group Inc. | 17,505 | $9.07M | 3.51% | −80.0% | Reduced |
| Headland Capital, LLC | 17,492 | $9.06M | 2.54% | +503+3.0% | Added |
| Fort Point Capital Partners LLC | 17,475 | $9.05M | 1.16% | −15,017−46.2% | Reduced |
| Diamant Asset Management, Inc. | 17,445 | $9.04M | 6.66% | −355−2.0% | Reduced |
| First Financial Group Corp | 17,432 | $9.03M | 7.83% | +100+0.6% | Added |
| Truvestments Capital LLC | 17,429 | $9.03M | 1.63% | +1,369+8.5% | Added |
| DMKC Advisory Services, LLC | 17,425 | $9.03M | 4.58% | −1,057−5.7% | Reduced |
| Finward Bancorp | 17,423 | $9.02M | 6.86% | +17+0.1% | Added |
| Wharton Business Group, LLC | 17,421 | $9.02M | 0.39% | −320−1.8% | Reduced |
| Second Line Capital, LLC | 17,421 | $9.02M | 1.87% | −235−1.3% | Reduced |
| Shayne & Co., LLC | 17,404 | $9.01M | 2.79% | 00.0% | Unchanged |