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; 6,248 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
- 5,865
- +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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Vestcor Inc | 218,405 | $113.1M | 3.38% | −12,194−5.3% | Reduced |
| Farther Finance Advisors, LLC | 217,715 | $112.8M | 1.70% | +41,330+23.4% | Added |
| Summit Financial, LLC | 217,696 | $112.8M | 1.72% | +32,245+17.4% | Added |
| Insight Holdings Group, LLC | 217,430 | $112.6M | 6.95% | −11,000−4.8% | Reduced |
| Alta Capital Management LLC | 216,860 | $112.3M | 6.25% | +38,990+21.9% | Added |
| Waters Parkerson & Co., LLC | 215,739 | $111.7M | 5.45% | −930.0% | Reduced |
| Davidson Investment Advisors | 215,609 | $111.7M | 4.74% | −1,623−0.7% | Reduced |
| Wealthspire Advisors, LLC | 215,492 | $111.6M | 0.58% | −228,882−51.5% | Reduced |
| Sienna Gestion | 235,362 | $111.1M | 7.77% | +24,361+11.5% | Added |
| Mutual Advisors, LLC | 213,462 | $111.1M | 2.45% | −5,577−2.5% | Reduced |
| Venture Visionary Partners LLC | 214,014 | $110.8M | 3.82% | +7,316+3.5% | Added |
| Ostrum Asset Management | 213,861 | $110.8M | 4.98% | −34,876−14.0% | Reduced |
| CBOE Vest Financial, LLC | 212,834 | $110.2M | 1.44% | +30,084+16.5% | Added |
| Jump Financial, LLC | 212,806 | $110.2M | 1.40% | +30,882+17.0% | Added |
| Brookstone Capital Management | 212,574 | $110.1M | 1.31% | +5,908+2.9% | Added |
| Edgemoor Investment Advisors, Inc. | 212,314 | $110.0M | 8.48% | +1,316+0.6% | Added |
| J. Goldman & Co LP | 212,306 | $110.0M | 4.16% | +212,306 | New |
| Capital Investment Advisors, LLC | 210,700 | $109.1M | 1.80% | −230−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 211,625 | $109.1M | 2.31% | +3,410+1.6% | Added |
| Cullen Capital Management LLC | 210,562 | $109.1M | 1.19% | −6,675−3.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 209,955 | $108.7M | 5.09% | −2,678−1.3% | Reduced |
| Banque Cantonale Vaudoise | 208,061 | $107.8M | 4.04% | −590−0.3% | Reduced |
| Welch Group, LLC | 207,049 | $107.2M | 4.19% | +2,075+1.0% | Added |
| Investment House LLC | 207,004 | $107.2M | 5.09% | −4,945−2.3% | Reduced |
| HighPoint Advisor Group LLC | 206,635 | $107.0M | 5.10% | +4,454+2.2% | Added |
| Valeo Financial Advisors, LLC | 206,411 | $106.9M | 2.44% | −3,371−1.6% | Reduced |
| NBT Bank N A | 205,989 | $106.7M | 6.95% | −2,453−1.2% | Reduced |
| Private Wealth Partners, LLC | 205,099 | $106.2M | 7.57% | −1,769−0.9% | Reduced |
| Quadrant Capital Group LLC | 204,767 | $106.1M | 3.45% | +8,867+4.5% | Added |
| Exencial Wealth Advisors, LLC | 204,701 | $106.0M | 3.46% | +6,150+3.1% | Added |
| Kanawha Capital Management LLC | 204,071 | $105.7M | 7.31% | −2,735−1.3% | Reduced |
| Wedbush Securities Inc | 203,786 | $105.6M | 3.45% | −2,673−1.3% | Reduced |
| CWA Asset Management Group, LLC | 203,728 | $105.5M | 3.90% | +4,955+2.5% | Added |
| Washington Trust Co | 203,059 | $105.2M | 3.45% | −5,478−2.6% | Reduced |
| London & Capital Asset Management Ltd | 202,996 | $105.1M | 7.51% | −864−0.4% | Reduced |
| ZWJ Investment Counsel Inc | 202,790 | $105.0M | 3.71% | +151+0.1% | Added |
| Moors & Cabot, Inc. | 202,356 | $104.8M | 4.57% | −5,993−2.9% | Reduced |
| Aviso Financial Inc. | 202,350 | $104.8M | 4.26% | +3,793+1.9% | Added |
| SBI Securities Co., Ltd. | 201,663 | $104.5M | 2.70% | +1,928+1.0% | Added |
| Wahed Invest LLC | 201,586 | $104.4M | 14.27% | −320.0% | Reduced |
| We Are One Seven, LLC | 201,264 | $104.2M | 2.41% | +56,959+39.5% | Added |
| Howard Capital Management Inc. | 200,498 | $103.8M | 1.37% | +7,738+4.0% | Added |
| First American Bank | 200,474 | $103.8M | 6.52% | +1,118+0.6% | Added |
| MUFG Securities Americas Inc. | 200,445 | $103.8M | 6.70% | +35,719+21.7% | Added |
| Aureus Asset Management, LLC | 200,331 | $103.8M | 6.76% | −8,920−4.3% | Reduced |
| Senator Investment Group LP | 200,000 | $103.6M | 3.83% | −7,500−3.6% | Reduced |
| Paralel Advisors LLC | 200,000 | $103.6M | 4.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 199,978 | $103.6M | 2.05% | +51,324+34.5% | Added |
| Mill Capital Management, LLC | 199,841 | $103.5M | 7.67% | −5,733−2.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 199,358 | $103.2M | 1.11% | −51,164−20.4% | Reduced |
| Cypress Funds LLC | 197,799 | $102.4M | 13.42% | −51,250−20.6% | Reduced |
| Soltis Investment Advisors LLC | 196,720 | $101.9M | 7.05% | −1,284−0.6% | Reduced |
| Ballentine Partners, LLC | 195,881 | $101.5M | 1.41% | +2,603+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 195,179 | $101.1M | 6.68% | −7,154−3.5% | Reduced |
| Cary Street Partners Financial LLC | 194,150 | $100.6M | 2.61% | −2,849−1.4% | Reduced |
| Ariel Investments, LLC | 194,134 | $100.6M | 1.08% | −19,004−8.9% | Reduced |
| Ingalls & Snyder LLC | 193,964 | $100.5M | 3.30% | −11,161−5.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 193,857 | $100.4M | 5.40% | +429+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 193,824 | $100.4M | 4.22% | +35,774+22.6% | Added |
| Diamond Hill Capital Management Inc | 193,141 | $100.0M | 0.47% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 192,848 | $99.9M | 6.32% | +880+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 192,040 | $99.5M | 4.66% | +1,459+0.8% | Added |
| Osterweis Capital Management Inc | 191,764 | $99.3M | 4.48% | −36,560−16.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 191,730 | $99.3M | 3.66% | +7,586+4.1% | Added |
| Principal Securities, Inc. | 191,661 | $99.3M | 1.64% | +14,941+8.5% | Added |
| Oriental Harbor Investment Fund | 191,461 | $99.2M | 7.68% | −243−0.1% | Reduced |
| FineMark National Bank & Trust | 190,249 | $98.5M | 3.22% | −6,170−3.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 190,033 | $98.4M | 0.69% | +94,810+99.6% | Added |
| Moneta Group Investment Advisors LLC | 188,938 | $97.9M | 0.78% | +7,144+3.9% | Added |
| Pacific Sage Partners, LLC | 188,938 | $97.9M | 16.39% | −1,509−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 188,923 | $97.9M | 2.70% | −90,468−32.4% | Reduced |
| Cornerstone Investment Partners, LLC | 186,952 | $96.8M | 4.05% | +1,084+0.6% | Added |
| Berkshire Asset Management LLC | 186,927 | $96.8M | 4.12% | −445−0.2% | Reduced |
| Henshaw Capital LLC | 186,668 | $96.7M | 3.60% | 00.0% | Unchanged |
| Dundas Partners LLP | 186,468 | $96.6M | 6.82% | 00.0% | Unchanged |
| Dearborn Partners LLC | 186,307 | $96.5M | 4.52% | −1,904−1.0% | Reduced |
| MMBG Investment Advisors Co. | 186,271 | $96.5M | 8.54% | −3,645−1.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 185,609 | $96.1M | 4.53% | −11,255−5.7% | Reduced |
| SRS Capital Advisors, Inc. | 185,179 | $95.9M | 1.39% | +154,278+499.3% | Added |
| Knights of Columbus Asset Advisors LLC | 184,903 | $95.8M | 5.49% | +1,644+0.9% | Added |
| Marathon Asset Mgmt Ltd | 184,741 | $95.7M | 3.52% | −45,058−19.6% | Reduced |
| GFI Investment Counsel Ltd. | 183,782 | $95.2M | 9.91% | −1,884−1.0% | Reduced |
| Nichols & Pratt Advisers LLP | 183,358 | $95.0M | 6.00% | −2,019−1.1% | Reduced |
| Criteria Caixa, S.A.U. | 183,000 | $94.8M | 11.11% | 00.0% | Unchanged |
| Ironvine Capital Partners, LLC | 182,700 | $94.6M | 9.42% | −1,097−0.6% | Reduced |
| Campbell Newman Asset Management Inc | 181,902 | $94.2M | 6.89% | +2,145+1.2% | Added |
| Sumitomo Life Insurance Co | 181,895 | $94.2M | 2.93% | +15,138+9.1% | Added |
| Foundations Investment Advisors, LLC | 181,604 | $94.1M | 1.37% | +9,704+5.6% | Added |
| Kinneret Advisory, LLC | 181,592 | $94.1M | 8.00% | −812−0.4% | Reduced |
| Cumberland Partners Ltd | 181,031 | $93.8M | 6.13% | +7,827+4.5% | Added |
| General American Investors Co Inc | 180,000 | $93.2M | 5.83% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 179,856 | $93.2M | 6.02% | −152−0.1% | Reduced |
| JBF Capital, Inc. | 179,000 | $92.7M | 13.16% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 178,990 | $92.7M | 4.90% | −10,239−5.4% | Reduced |
| Ritholtz Wealth Management | 178,794 | $92.6M | 1.80% | +10,103+6.0% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $92.1M | 0.70% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 177,820 | $92.1M | 3.39% | +35,734+25.1% | Added |
| GAM Holding AG | 177,584 | $92.0M | 5.68% | +4,712+2.7% | Added |
| Thomasville National Bank | 177,478 | $91.9M | 5.79% | +669+0.4% | Added |
| Bristol Gate Capital Partners Inc. | 177,318 | $91.8M | 5.42% | −5,703−3.1% | Reduced |