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 |
|---|---|---|---|---|---|
| PCA Investment Advisory Services Inc. | 14,175 | $7.34M | 2.72% | +173+1.2% | Added |
| Aspire Growth Partners LLC | 14,171 | $7.34M | 5.36% | +625+4.6% | Added |
| American State Bank (Iowa) | 14,167 | $7.34M | 3.74% | −39−0.3% | Reduced |
| Madden Advisory Services, Inc. | 14,132 | $7.32M | 2.83% | −56−0.4% | Reduced |
| Lodestone Wealth Management LLC | 14,132 | $7.32M | 3.29% | +190+1.4% | Added |
| Meridian Financial Partners LLC | 13,938 | $7.32M | 3.04% | −252−1.8% | Reduced |
| Claris Financial LLC | 14,121 | $7.31M | 4.15% | +3,992+39.4% | Added |
| Clay Northam Wealth Management, LLC | 14,116 | $7.31M | 4.18% | −90−0.6% | Reduced |
| Secured Retirement Advisors, LLC | 14,111 | $7.31M | 4.08% | −17−0.1% | Reduced |
| McLean Asset Management Corp | 13,821 | $7.31M | 1.51% | +354+2.6% | Added |
| Sitrin Capital Management LLC | 14,097 | $7.30M | 3.50% | −556−3.8% | Reduced |
| GWN Securities Inc. | 13,855 | $7.30M | 1.69% | −14,157−50.5% | Reduced |
| Wealthstream Advisors, Inc. | 14,089 | $7.30M | 1.10% | +322+2.3% | Added |
| River Street Advisors LLC | 14,078 | $7.29M | 2.83% | +257+1.9% | Added |
| Fortem Financial Group, LLC | 14,038 | $7.27M | 2.09% | −425−2.9% | Reduced |
| Karani Asset Management LLC | 14,035 | $7.27M | 6.21% | +1,418+11.2% | Added |
| William Allan, LLC | 14,017 | $7.26M | 4.07% | −319−2.2% | Reduced |
| Purus Wealth Management, LLC | 13,966 | $7.23M | 2.31% | −89−0.6% | Reduced |
| Oregon Pacific Wealth Management, LLC | 13,937 | $7.22M | 6.24% | +639+4.8% | Added |
| Koss-Olinger Consulting, LLC | 14,509 | $7.22M | 0.60% | −519−3.5% | Reduced |
| Foster Group, Inc. | 13,922 | $7.21M | 0.23% | +341+2.5% | Added |
| LifeSteps Financial, Inc. | 13,917 | $7.21M | 4.63% | −35−0.3% | Reduced |
| Athena Investment Management | 13,915 | $7.21M | 3.75% | −75−0.5% | Reduced |
| Ullmann Financial Group, Inc. | 13,897 | $7.20M | 0.79% | +395+2.9% | Added |
| Colton Groome Financial Advisors, LLC | 13,895 | $7.20M | 2.21% | +69+0.5% | Added |
| Bouchey Financial Group Ltd | 13,872 | $7.18M | 0.55% | +163+1.2% | Added |
| Occudo Quantitative Strategies LP | 13,864 | $7.18M | 0.87% | +13,864 | New |
| Coastal Investment Advisors, Inc. | 13,860 | $7.18M | 2.40% | +201+1.5% | Added |
| Bienville Capital Management, LLC | 13,855 | $7.18M | 1.37% | −82−0.6% | Reduced |
| Cooper Capital Advisors LLC | 13,819 | $7.16M | 4.62% | +1,555+12.7% | Added |
| Owen LaRue, LLC | 13,771 | $7.13M | 2.81% | −3,797−21.6% | Reduced |
| Centennial Bank | 13,764 | $7.13M | 2.80% | +100+0.7% | Added |
| Fire Capital Management LLC | 13,741 | $7.12M | 4.09% | +113+0.8% | Added |
| Winthrop Capital Management, LLC | 13,727 | $7.11M | 1.72% | +258+1.9% | Added |
| Riggs Asset Managment Co. Inc. | 13,717 | $7.10M | 1.54% | +317+2.4% | Added |
| Viewpoint Capital Management LLC | 13,681 | $7.09M | 3.12% | +10+0.1% | Added |
| Greykasell Wealth Strategies, Inc. | 13,670 | $7.08M | 2.98% | +682+5.3% | Added |
| Cabot Wealth Management Inc | 13,664 | $7.08M | 0.78% | −56−0.4% | Reduced |
| Aspetuck Financial Management LLC | 13,651 | $7.07M | 4.84% | +33+0.2% | Added |
| Kampmann Melissa S. | 13,630 | $7.06M | 5.15% | −65−0.5% | Reduced |
| Jeppson Wealth Management, LLC | 13,619 | $7.05M | 2.25% | +15+0.1% | Added |
| Cetera Trust Company, N.A | 13,615 | $7.05M | 3.95% | −130−0.9% | Reduced |
| Thornburg Investment Management Inc | 13,609 | $7.05M | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 13,598 | $7.04M | 3.61% | −242−1.7% | Reduced |
| M Holdings Securities, Inc. | 13,588 | $7.04M | 1.49% | +13,588 | New |
| Chapman Financial Group, LLC | 13,585 | $7.04M | 4.86% | +1,730+14.6% | Added |
| Masso Torrence Wealth Management Inc. | 13,573 | $7.03M | 2.93% | −424−3.0% | Reduced |
| Register Financial Advisors LLC | 13,545 | $7.02M | 2.76% | −113−0.8% | Reduced |
| Fairfield Financial Advisors, LTD | 13,543 | $7.01M | 2.36% | −2,147−13.7% | Reduced |
| SWP Investment Management LLC | 13,523 | $7.00M | 6.89% | +986+7.9% | Added |
| Delos Wealth Advisors, LLC | 13,511 | $7.00M | 4.72% | −228−1.7% | Reduced |
| Kennebec Savings Bank | 13,510 | $7.00M | 6.38% | −8−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 13,506 | $7.00M | 0.88% | −286−2.1% | Reduced |
| KP Management LLC | 13,500 | $6.99M | 2.45% | −6,500−32.5% | Reduced |
| Roxbury Financial LLC | 13,494 | $6.99M | 6.45% | −7−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 13,492 | $6.99M | 1.73% | −21−0.2% | Reduced |
| Barings LLC | 13,482 | $6.98M | 0.13% | 00.0% | Unchanged |
| tru Independence LLC | 13,470 | $6.98M | 1.81% | +1,852+15.9% | Added |
| Corsicana & Co. | 13,445 | $6.96M | 3.91% | +13,445 | New |
| Roehl & Yi Investment Advisors, LLC | 64,028 | $6.96M | 3.03% | +50,647+378.5% | Added |
| RIA Advisory Group LLC | 13,399 | $6.94M | 1.79% | +773+6.1% | Added |
| Watchman Group, Inc. | 13,398 | $6.94M | 1.68% | −168−1.2% | Reduced |
| Scott Capital Advisors, LLC | 13,220 | $6.94M | 1.57% | −16−0.1% | Reduced |
| Custom Index Systems, LLC | 13,394 | $6.94M | 2.06% | +4,162+45.1% | Added |
| South Plains Financial, Inc. | 13,392 | $6.94M | 4.33% | +1,050+8.5% | Added |
| W.H. Cornerstone Investments Inc. | 13,336 | $6.91M | 4.21% | −1,017−7.1% | Reduced |
| Investors Research Corp | 13,332 | $6.91M | 1.28% | +52+0.4% | Added |
| Invera Wealth Advisors, LLC | 13,330 | $6.90M | 4.26% | −235−1.7% | Reduced |
| Archer Investment Corp | 13,328 | $6.90M | 1.56% | −343−2.5% | Reduced |
| Flavin Financial Services, Inc. | 13,314 | $6.90M | 4.90% | +444+3.4% | Added |
| Bank of Jackson Hole Trust | 13,313 | $6.90M | 3.45% | +46+0.3% | Added |
| Hourglass Capital, LLC | 13,300 | $6.89M | 1.55% | −170−1.3% | Reduced |
| Gitterman Wealth Management, LLC | 13,290 | $6.88M | 1.58% | +2,049+18.2% | Added |
| Cloud Capital Management, LLC | 13,271 | $6.87M | 3.62% | −1,637−11.0% | Reduced |
| Shay Capital LLC | 13,260 | $6.87M | 1.24% | +9,260+231.5% | Added |
| Long Run Wealth Advisors, LLC | 13,236 | $6.86M | 1.35% | −1,096−7.6% | Reduced |
| Compass Wealth Management LLC | 13,232 | $6.85M | 1.53% | −679−4.9% | Reduced |
| Agp Franklin, LLC | 13,197 | $6.84M | 3.33% | +236+1.8% | Added |
| Finivi Inc. | 13,192 | $6.83M | 4.35% | +14+0.1% | Added |
| Northwest Capital Management Inc | 13,192 | $6.83M | 7.19% | −16,630−55.8% | Reduced |
| WNY Asset Management, LLC | 13,191 | $6.83M | 0.66% | −484−3.5% | Reduced |
| Falcon Wealth Planning | 13,154 | $6.81M | 0.61% | +944+7.7% | Added |
| StoneCrest Wealth Management, Inc. | 13,152 | $6.81M | 2.98% | +60.0% | Added |
| Permanens Capital L.P. | 13,142 | $6.81M | 1.02% | −4,510−25.5% | Reduced |
| Next Level Private LLC | 12,872 | $6.80M | 1.97% | −307−2.3% | Reduced |
| Berkeley, Inc | 13,133 | $6.80M | 2.19% | −332−2.5% | Reduced |
| CCG Wealth Management, LLC | 13,130 | $6.80M | 3.21% | −84−0.6% | Reduced |
| ELCO Management Co., LLC | 13,128 | $6.80M | 3.55% | −577−4.2% | Reduced |
| Shoker Investment Counsel, Inc. | 13,118 | $6.80M | 2.00% | −146−1.1% | Reduced |
| Granite Group Advisors, LLC | 13,112 | $6.79M | 4.11% | +164+1.3% | Added |
| Crescent Grove Advisors, LLC | 13,092 | $6.78M | 0.65% | −466−3.4% | Reduced |
| Invst, LLC | 13,092 | $6.78M | 0.77% | −212−1.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 13,091 | $6.78M | 1.89% | −237−1.8% | Reduced |
| Catalyst Capital Advisors LLC | 13,091 | $6.78M | 0.14% | −405−3.0% | Reduced |
| Krane Funds Advisors LLC | 13,216 | $6.77M | 0.19% | +6,827+106.9% | Added |
| Western Pacific Wealth Management, LP | 13,068 | $6.77M | 6.61% | +47+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 13,054 | $6.76M | 1.60% | +967+8.0% | Added |
| Rational Advisors LLC | 13,045 | $6.76M | 0.67% | +136+1.1% | Added |
| First Affirmative Financial Network | 13,041 | $6.75M | 3.18% | +196+1.5% | Added |
| Wescott Financial Advisory Group, LLC | 13,019 | $6.74M | 0.60% | +2,594+24.9% | Added |