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; 6,252 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 | 6,252 | $2.05T |
| Q1 2026 | 6,239 | $1.99T |
| Q4 2025 | 6,330 | $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 |
|---|---|---|---|---|---|
| Marshall Investment Management, LLC | 17,361 | $8.99M | 4.76% | +13,027+300.6% | Added |
| Summit Place Financial Advisors, LLC | 17,356 | $8.99M | 4.24% | +90+0.5% | Added |
| Panoramic Capital Partners, LLC | 17,355 | $8.99M | 5.78% | +491+2.9% | Added |
| Barometer Capital Management Inc. | 17,333 | $8.98M | 2.05% | −846−4.7% | Reduced |
| Compass Capital Corp | 17,791 | $8.97M | 3.92% | +477+2.8% | Added |
| Harbor Advisory Corp | 17,325 | $8.97M | 2.65% | −76−0.4% | Reduced |
| Ahl Investment Management, Inc. | 17,306 | $8.96M | 6.13% | −1,785−9.3% | Reduced |
| Mosaic Financial Group, LLC | 17,286 | $8.95M | 6.37% | −198−1.1% | Reduced |
| Cookson Peirce & Co Inc | 17,287 | $8.95M | 0.37% | +6,602+61.8% | Added |
| Schrum Private Wealth Management LLC | 17,252 | $8.94M | 6.55% | +622+3.7% | Added |
| Cynosure Management, LLC | 17,233 | $8.93M | 0.97% | +8,123+89.2% | Added |
| Bank of Stockton | 17,201 | $8.91M | 2.54% | −10.0% | Reduced |
| Prosperity Wealth Management, Inc. | 17,189 | $8.90M | 3.02% | +145+0.9% | Added |
| Bull Street Advisors, LLC | 17,188 | $8.90M | 4.16% | −80−0.5% | Reduced |
| First Financial Corp | 17,171 | $8.89M | 3.48% | −527−3.0% | Reduced |
| Ayalon Holdings Ltd. | 17,159 | $8.89M | 2.25% | −10.0% | Reduced |
| Siren, L.L.C. | 17,150 | $8.88M | 0.35% | +1,000+6.2% | Added |
| Van Den Berg Management I, Inc | 17,131 | $8.87M | 2.22% | −92−0.5% | Reduced |
| Financial Management Network Inc | 16,785 | $8.87M | 1.46% | +278+1.7% | Added |
| Wealth Dimensions Group, Ltd. | 17,119 | $8.87M | 1.82% | −216−1.2% | Reduced |
| Spreng Capital Management, Inc. | 17,118 | $8.87M | 3.54% | −99−0.6% | Reduced |
| Strategic Financial Services, Inc, | 17,110 | $8.86M | 0.44% | −184−1.1% | Reduced |
| Evolutionary Tree Capital Management, LLC | 17,091 | $8.85M | 9.65% | +11+0.1% | Added |
| Aspen Investment Management Inc | 17,067 | $8.84M | 3.42% | +556+3.4% | Added |
| Private Management Group Inc | 17,062 | $8.84M | 0.26% | −116−0.7% | Reduced |
| Capital Markets Trading UK LLP | 17,059 | $8.84M | 9.03% | +5,638+49.4% | Added |
| Partners Capital Investment Group, LLP | 17,053 | $8.83M | 0.35% | +175+1.0% | Added |
| Kingstone Capital Partners Texas, LLC | 17,051 | $8.83M | 5.12% | +1,463+9.4% | Added |
| Magnolia Capital Advisors LLC | 17,041 | $8.83M | 2.30% | −1,258−6.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 17,032 | $8.82M | 3.99% | +14+0.1% | Added |
| Fortress Private Ledger, LLC | 17,005 | $8.81M | 3.21% | +4,185+32.6% | Added |
| Stenham Asset Management (UK) Plc | 17,000 | $8.81M | 9.40% | +17,000 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 16,980 | $8.79M | 3.25% | −21,814−56.2% | Reduced |
| Aristides Capital LLC | 16,970 | $8.79M | 2.59% | −3,000−15.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,954 | $8.78M | 1.02% | +297+1.8% | Added |
| First County Bank | 16,937 | $8.77M | 4.48% | +247+1.5% | Added |
| LBMC Investment Advisors, LLC | 16,934 | $8.77M | 0.56% | +1,360+8.7% | Added |
| Cypress Wealth Services, LLC | 16,927 | $8.77M | 1.44% | +193+1.2% | Added |
| First Dallas Securities Inc. | 16,919 | $8.76M | 3.28% | +190+1.1% | Added |
| BridgePort Financial Solutions, LLC | 16,889 | $8.75M | 2.35% | +5,084+43.1% | Added |
| Drystone LLC | 16,850 | $8.73M | 7.85% | −230−1.3% | Reduced |
| Potentia Wealth | 16,843 | $8.72M | 3.33% | −703−4.0% | Reduced |
| Ames National Corp | 16,821 | $8.71M | 5.17% | −405−2.4% | Reduced |
| Gateway Wealth Partners, LLC | 16,819 | $8.71M | 1.18% | +557+3.4% | Added |
| Ewa, LLC | 16,809 | $8.71M | 2.41% | +1,394+9.0% | Added |
| Crystal Rock Capital Management | 16,805 | $8.70M | 4.75% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 16,791 | $8.70M | 3.37% | −598−3.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 16,783 | $8.69M | 2.93% | −130−0.8% | Reduced |
| Unison Asset Management LLC | 16,775 | $8.69M | 4.06% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 16,766 | $8.68M | 1.08% | −1,671−9.1% | Reduced |
| Mechanics Financial Corp | 16,734 | $8.67M | 3.28% | +214+1.3% | Added |
| Florida Financial Advisors, LLC | 16,717 | $8.66M | 2.68% | −1,666−9.1% | Reduced |
| Strategies Wealth Advisors, LLC | 16,721 | $8.66M | 0.90% | +945+6.0% | Added |
| 1858 Wealth Management, LLC | 16,720 | $8.66M | 6.08% | +91+0.5% | Added |
| Jericho Financial, LLP | 16,702 | $8.65M | 5.25% | +10+0.1% | Added |
| Wealth Effects LLC | 16,666 | $8.63M | 2.78% | −283−1.7% | Reduced |
| Sava Penzisko Drushtvo A.D. Skopje | 16,659 | $8.63M | 2.83% | +16,659 | New |
| Ramirez Asset Management, Inc. | 16,657 | $8.63M | 1.20% | −60.0% | Reduced |
| Transcendent Capital Group LLC | 16,654 | $8.63M | 3.86% | −3,299−16.5% | Reduced |
| US Asset Management LLC | 16,647 | $8.62M | 7.08% | −53−0.3% | Reduced |
| LexAurum Advisors, LLC | 16,640 | $8.62M | 1.22% | +486+3.0% | Added |
| Ellsworth Advisors, LLC | 16,784 | $8.62M | 1.84% | +526+3.2% | Added |
| Convergence Financial, LLC | 16,629 | $8.61M | 1.29% | +63+0.4% | Added |
| Peterson Wealth Services | 1,245 | $8.61M | 2.12% | −15,501−92.6% | Reduced |
| Mach-1 Financial Group, Inc. | 16,615 | $8.61M | 1.37% | +9,398+130.2% | Added |
| Integrity Advisory Solutions, LLC | 16,615 | $8.61M | 1.37% | +16,615 | New |
| Virtus Wealth Solutions LLC | 16,615 | $8.61M | 1.66% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 16,599 | $8.60M | 0.58% | −301−1.8% | Reduced |
| KKM Financial LLC | 16,584 | $8.59M | 2.70% | +1,807+12.2% | Added |
| Addison Advisors LLC | 16,574 | $8.58M | 1.99% | −190−1.1% | Reduced |
| Leo Wealth, LLC | 16,571 | $8.58M | 1.11% | −24,155−59.3% | Reduced |
| Symmetry Partners, LLC | 16,569 | $8.58M | 0.93% | +2,096+14.5% | Added |
| Chung Wu Investment Group, LLC | 16,562 | $8.58M | 7.14% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 16,553 | $8.57M | 1.44% | −1,905−10.3% | Reduced |
| CacheTech Inc. | 16,550 | $8.57M | 1.73% | −1,880−10.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 16,529 | $8.56M | 0.54% | −3,724−18.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 16,521 | $8.56M | 5.53% | −770−4.5% | Reduced |
| Modus Advisors, LLC | 16,516 | $8.55M | 2.33% | −163−1.0% | Reduced |
| Topsail Wealth Management, LLC | 16,509 | $8.55M | 1.45% | +1,075+7.0% | Added |
| Atticus Wealth Management, LLC | 16,501 | $8.55M | 2.16% | +606+3.8% | Added |
| First United Bank Trust | 16,501 | $8.55M | 2.77% | −204−1.2% | Reduced |
| Park Place Capital Corp | 16,499 | $8.55M | 1.80% | −923−5.3% | Reduced |
| GSB Wealth Management, LLC | 16,495 | $8.54M | 1.94% | −961−5.5% | Reduced |
| Beaton Management Co. Inc. | 16,494 | $8.54M | 3.88% | −45−0.3% | Reduced |
| Wealthedge Investment Advisors, LLC | 16,476 | $8.53M | 3.23% | +5,028+43.9% | Added |
| Shilanski & Associates, Inc. | 16,463 | $8.53M | 2.27% | +492+3.1% | Added |
| Security National Bank of Sioux City Iowa | 16,458 | $8.52M | 5.55% | +326+2.0% | Added |
| Socorro Asset Management LP | 16,455 | $8.52M | 3.07% | −439−2.6% | Reduced |
| Convergence Investment Partners, LLC | 16,447 | $8.52M | 1.91% | −707−4.1% | Reduced |
| Lazari Capital Management, Inc. | 16,439 | $8.51M | 2.87% | −129−0.8% | Reduced |
| Gladius Capital Management LP | 16,385 | $8.49M | 16.70% | +12,140+286.0% | Added |
| Shaker Investments LLC | 16,384 | $8.49M | 3.40% | +8,345+103.8% | Added |
| Parsonex Advisory Services, Inc. | 16,362 | $8.47M | 5.77% | +2,577+18.7% | Added |
| Fairtree Asset Management (Pty) Ltd | 16,339 | $8.46M | 5.54% | +298+1.9% | Added |
| Eley Financial Management, Inc | 16,317 | $8.45M | 3.04% | −238−1.4% | Reduced |
| Calton & Associates, Inc. | 16,308 | $8.45M | 1.27% | −1,996−10.9% | Reduced |
| Sierra Capital LLC | 16,302 | $8.44M | 0.93% | +150+0.9% | Added |
| Acorn Wealth Advisors, LLC | 16,295 | $8.44M | 2.65% | +662+4.2% | Added |
| Sage Rhino Capital LLC | 16,294 | $8.44M | 1.63% | +274+1.7% | Added |
| Slow Capital, Inc. | 16,292 | $8.44M | 0.99% | −1,180−6.8% | Reduced |