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 |
|---|---|---|---|---|---|
| Summerhill Capital Management lnc. | 16,287 | $8.44M | 8.76% | −24−0.1% | Reduced |
| Columbus Macro, LLC | 16,277 | $8.43M | 0.96% | +684+4.4% | Added |
| Centurion Wealth Management LLC | 16,264 | $8.42M | 1.92% | +1,995+14.0% | Added |
| Warm Springs Advisors Inc. | 16,257 | $8.42M | 6.40% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 16,255 | $8.42M | 2.57% | +46+0.3% | Added |
| Optimum Investment Advisors | 16,248 | $8.42M | 3.34% | −180−1.1% | Reduced |
| TFC Financial Management | 16,234 | $8.41M | 1.08% | +895+5.8% | Added |
| QTR Family Wealth, LLC | 16,227 | $8.40M | 3.99% | +2,209+15.8% | Added |
| Orleans Capital Management Corp | 16,206 | $8.39M | 5.43% | −5,318−24.7% | Reduced |
| Financial Consulate, Inc | 16,190 | $8.39M | 1.18% | +16,190 | New |
| C2C Wealth Management, LLC | 16,187 | $8.38M | 7.20% | 00.0% | Unchanged |
| Pflug Koory, LLC | 16,181 | $8.38M | 3.97% | +44+0.3% | Added |
| Ballast, Inc. | 16,176 | $8.38M | 2.04% | −164−1.0% | Reduced |
| ICW Investment Advisors LLC | 16,170 | $8.38M | 3.05% | +726+4.7% | Added |
| James J. Burns & Company, LLC | 16,144 | $8.36M | 1.25% | +209+1.3% | Added |
| Dempze Nancy E | 16,130 | $8.35M | 4.59% | −97−0.6% | Reduced |
| Bank & Trust Co | 16,127 | $8.35M | 6.17% | −50−0.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,107 | $8.34M | 2.73% | −84−0.5% | Reduced |
| Strengthening Families & Communities, LLC | 16,158 | $8.34M | 1.85% | +15,878+5,670.7% | Added |
| RiverPark Advisors, LLC | 16,104 | $8.34M | 3.61% | −587−3.5% | Reduced |
| One Wealth Advisors, LLC | 16,104 | $8.34M | 1.05% | +651+4.2% | Added |
| Unique Wealth, LLC | 16,096 | $8.34M | 1.22% | −91−0.6% | Reduced |
| SC&H Financial Advisors, Inc. | 16,089 | $8.33M | 1.36% | −712−4.2% | Reduced |
| Peloton Wealth Strategists | 16,067 | $8.32M | 3.27% | −263−1.6% | Reduced |
| Widmann Financial Services, Inc. | 16,037 | $8.31M | 5.22% | −11−0.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 16,034 | $8.30M | 2.34% | −762−4.5% | Reduced |
| Palo Alto Wealth Advisors, LLC | 16,310 | $8.30M | 2.42% | +232+1.4% | Added |
| Jacobsen Capital Management | 15,992 | $8.28M | 2.81% | +257+1.6% | Added |
| Global Financial Private Client, LLC | 15,983 | $8.28M | 2.95% | +422+2.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,978 | $8.28M | 1.16% | −9−0.1% | Reduced |
| Hartford Funds Management Co LLC | 15,966 | $8.27M | 0.71% | −458−2.8% | Reduced |
| Evergreen Private Wealth LLC | 15,968 | $8.27M | 3.35% | −479−2.9% | Reduced |
| Novem Group | 15,948 | $8.26M | 0.98% | −37−0.2% | Reduced |
| Fullcircle Wealth LLC | 16,041 | $8.25M | 2.91% | +92+0.6% | Added |
| Stolper Co | 15,919 | $8.24M | 2.50% | −53−0.3% | Reduced |
| Prelude Capital Management, LLC | 15,899 | $8.23M | 0.64% | +1,129+7.6% | Added |
| Lummis Asset Management, LP | 15,876 | $8.22M | 5.40% | −17,505−52.4% | Reduced |
| Payne Capital LLC | 15,876 | $8.22M | 8.34% | +15,876 | New |
| Capital Advantage, Inc. | 15,872 | $8.22M | 1.24% | +37+0.2% | Added |
| WD Rutherford LLC | 15,857 | $8.21M | 3.49% | −40.0% | Reduced |
| Seeds Investor LLC | 15,853 | $8.21M | 1.73% | −255−1.6% | Reduced |
| Financial Avengers, Inc. | 15,849 | $8.21M | 3.53% | −352−2.2% | Reduced |
| Martin Capital Partners, LLC | 15,834 | $8.20M | 3.18% | −188−1.2% | Reduced |
| EPG Wealth Management LLC | 15,826 | $8.20M | 2.26% | +57+0.4% | Added |
| Curated Wealth Partners LLC | 15,820 | $8.19M | 0.99% | −543−3.3% | Reduced |
| Certified Advisory Corp | 15,806 | $8.19M | 0.78% | +1,529+10.7% | Added |
| Insight Wealth Strategies, LLC | 15,772 | $8.17M | 0.96% | +56+0.4% | Added |
| Exit Wealth Advisors, LLC. | 15,770 | $8.17M | 5.45% | +15,770 | New |
| Palogic Value Management, L.P. | 15,766 | $8.17M | 3.46% | −900−5.4% | Reduced |
| JSF Financial, LLC | 15,764 | $8.16M | 1.81% | +131+0.8% | Added |
| MSH Capital Advisors LLC | 15,761 | $8.16M | 2.19% | +29+0.2% | Added |
| Consilium Wealth Advisory, LLC | 15,748 | $8.16M | 3.15% | +762+5.1% | Added |
| Millstone Evans Group, LLC | 15,743 | $8.15M | 5.18% | +36+0.2% | Added |
| Gs Investments, Inc. | 15,732 | $8.15M | 4.03% | −144−0.9% | Reduced |
| Opinicus Capital, Inc. | 15,732 | $8.15M | 5.64% | +10.0% | Added |
| Global Trust Asset Management, LLC | 15,731 | $8.15M | 3.69% | +518+3.4% | Added |
| Hager Investment Management Services, LLC | 15,719 | $8.14M | 4.40% | −567−3.5% | Reduced |
| Cypress Advisory Group LLC | 15,718 | $8.14M | 6.02% | −100−0.6% | Reduced |
| Lindenwold Advisors | 15,711 | $8.14M | 3.85% | −2,242−12.5% | Reduced |
| Viawealth, LLC | 15,706 | $8.13M | 4.44% | +364+2.4% | Added |
| Kingsman Wealth Management, Inc. | 15,703 | $8.13M | 4.53% | +2,647+20.3% | Added |
| Regency Capital Management Inc. | 15,702 | $8.13M | 3.87% | +457+3.0% | Added |
| Legacy CG, LLC | 15,686 | $8.12M | 2.29% | −562−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 15,670 | $8.12M | 1.52% | +551+3.6% | Added |
| Capstone Financial Advisors, Inc. | 15,664 | $8.11M | 0.44% | +2,015+14.8% | Added |
| Sofos Investments, Inc. | 22,622 | $8.10M | 1.60% | +22,622 | New |
| Sunpointe, LLC | 15,618 | $8.09M | 2.92% | +392+2.6% | Added |
| Founders Grove Wealth Partners, LLC | 15,579 | $8.07M | 1.90% | +934+6.4% | Added |
| Verity Asset Management, Inc. | 15,572 | $8.07M | 2.63% | +7,602+95.4% | Added |
| Oak Asset Management, LLC | 15,554 | $8.06M | 2.76% | −254−1.6% | Reduced |
| Core Wealth Partners LLC | 15,536 | $8.05M | 3.70% | +368+2.4% | Added |
| Lewis Asset Management, LLC | 15,523 | $8.04M | 3.30% | +1,378+9.7% | Added |
| Hemington Wealth Management | 15,523 | $8.04M | 1.05% | +528+3.5% | Added |
| Omnia Family Wealth, LLC | 15,521 | $8.04M | 2.61% | +99+0.6% | Added |
| BSW Wealth Partners | 15,519 | $8.04M | 1.00% | −335−2.1% | Reduced |
| Saxon Interests, Inc. | 15,848 | $8.03M | 3.14% | −385−2.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,497 | $8.03M | 3.37% | −222−1.4% | Reduced |
| Sandy Cove Advisors, LLC | 15,488 | $8.02M | 2.56% | +555+3.7% | Added |
| Stoneridge Investment Partners LLC | 15,478 | $8.02M | 5.50% | +789+5.4% | Added |
| W Advisors, LLC | 15,472 | $8.01M | 4.22% | +145+0.9% | Added |
| Sheets Smith Wealth Management | 15,469 | $8.01M | 0.91% | −1,594−9.3% | Reduced |
| Argent Advisors, Inc. | 15,466 | $8.01M | 2.36% | +1,429+10.2% | Added |
| ROI Financial Advisors, LLC | 15,456 | $8.01M | 4.78% | −797−4.9% | Reduced |
| Contravisory Investment Management, Inc. | 15,449 | $8.00M | 1.55% | +15,428+73,466.7% | Added |
| McAlister, Sweet & Associates, Inc. | 15,442 | $8.00M | 6.25% | +50.0% | Added |
| Cloverfields Capital Group, LP | 15,436 | $8.00M | 2.50% | +60.0% | Added |
| First Heartland Consultants, Inc. | 15,431 | $7.99M | 0.64% | +1,512+10.9% | Added |
| Weaver Consulting Group | 15,406 | $7.98M | 2.03% | +235+1.5% | Added |
| Clarus Group, Inc. | 15,382 | $7.97M | 2.77% | −231−1.5% | Reduced |
| CFS Investment Advisory Services, LLC | 15,207 | $7.96M | 0.59% | +752+5.2% | Added |
| Traphagen Investment Advisors LLC | 15,352 | $7.95M | 0.68% | −158−1.0% | Reduced |
| S.A. Mason LLC | 15,315 | $7.93M | 3.50% | −623−3.9% | Reduced |
| Marion Wealth Management | 15,314 | $7.93M | 1.88% | −134−0.9% | Reduced |
| Altman Advisors, Inc. | 15,305 | $7.93M | 3.03% | −48−0.3% | Reduced |
| Elefante Mark B | 15,300 | $7.92M | 5.07% | +1,810+13.4% | Added |
| Brass Tax Wealth Management, Inc | 15,300 | $7.92M | 1.32% | +199+1.3% | Added |
| Red Lighthouse Investment Management, LLC | 15,280 | $7.91M | 2.77% | +12+0.1% | Added |
| City State Bank | 15,275 | $7.91M | 2.29% | +139+0.9% | Added |
| Center For Asset Management LLC | 15,271 | $7.91M | 4.22% | −242−1.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,265 | $7.91M | 1.42% | +2,015+15.2% | Added |