Skip to content
Disclosery

MSFT MICROSOFT CORP

Follow

COM (common), issuer CIK 789019

5,702 managers (5,779 13F filers) reported a position in MSFT shares at 2025-03-31, 5,366,712,164 shares in all. 87 filers opened a position and 166 filers sold out during the quarter.

Managers
5,702
13F filers
5,779
New
87
Added
2,651
Reduced
2,614
Sold out
166
Shares held by filers
5,366,712,164

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-991 S$546.5084Form 4
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-2,927 S$545.7722Form 4
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-3,387 S$544.8001Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FORA Capital, LLC45,943$17.2M1.75%new13F-HRTimeline
Morse Asset Management, Inc45,859$17.2M4.35%-1,69713F-HRTimeline
Grafton Street Partners Fund, LP45,836$17.2M13.22%+26,64213F-HRTimeline
LITTLE HOUSE CAPITAL LLC45,821$17.2M4.73%-1,56813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC45,755$17.2M6.59%-1,13213F-HRTimeline
PDS Planning, Inc45,630$17.1M1.44%+3,88813F-HRTimeline
STRATEGIC PLANNING GROUP, LLC45,544$17.1M3.35%+5,95213F-HRTimeline
Moloney Securities Asset Management, LLC45,533$17.1M2.31%-4,75213F-HRTimeline
Community Bank & Trust, Waco, Texas45,411$17M4.01%-58513F-HRTimeline
MCDONALD PARTNERS LLC45,284$17M4.43%-66413F-HRTimeline
Ethos Financial Group, LLC41,902$17M1.62%+28,59113F-HRTimeline
Moss Adams Wealth Advisors LLC45,074$16.9M1.78%+1,61213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO45,072$16.9M4.07%-1,10013F-HRTimeline
Allred Capital Management, LLC45,031$16.9M6.76%-58113F-HRTimeline
Versant Capital Management, Inc44,839$16.8M2.82%+9,63413F-HRTimeline
VALLEY NATIONAL ADVISERS INC44,831$16.8M3.04%+1,53613F-HRTimeline
Providence Capital Advisors, LLC44,808$16.8M3.5%+39713F-HRTimeline
Portside Wealth Group, LLC44,787$16.8M2.75%+1,05613F-HR/ATimeline
ISTHMUS PARTNERS, LLC44,771$16.8M2.1%-813F-HRTimeline
My Personal CFO, LLC44,710$16.8M8.45%+1,70613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC44,710$16.8M1.18%-2,60313F-HRTimeline
Kinetic Partners Management, LP44,705$16.8M1.2%-163,40013F-HRTimeline
McCollum Christoferson Group LLC44,661$16.8M5.12%-19913F-HRTimeline
J. W. Coons Advisors, LLC44,650$16.8M4.42%-20013F-HRTimeline
Anabranch Capital Management, LP44,626$16.8M10.84%-17,32213F-HRTimeline
Hound Partners, LLCin group Hound Partners, LLC44,532$16.7M3.32%-16,16213F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC44,461$16.7M5.34%-46313F-HRTimeline
Lattice Capital Management, LLC44,408$16.7M17.32%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…44,280$16.6M3.07%-12813F-HRTimeline
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC44,241$16.6M9.81%+20013F-HRTimeline
WESPAC Advisors SoCal, LLC44,130$16.6M4.32%-6,56113F-HRTimeline
Savoie Capital LLC39,253$16.5M1.97%013F-HRTimeline
McKinley Carter Wealth Services, Inc.44,070$16.5M1.02%-21013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …44,041$16.5M1.34%-64013F-HRTimeline
Leeward Financial Partners, LLC44,027$16.5M6.17%+2,08913F-HRTimeline
Portfolio Design Labs, LLC44,007$16.5M3.41%-7,12113F-HRTimeline
OAKWORTH CAPITAL, INC.43,971$16.5M1.15%-3,40413F-HRTimeline
Sage Capital Advisors,llc43,940$16.5M4.32%+1,80213F-HRTimeline
Quantum Private Wealth, LLC43,927$16.5M6.24%-2,46513F-HRTimeline
Oak Grove Capital LLC43,915$16.5M3.93%+1,51813F-HRTimeline
SS&H Financial Advisors, Inc.43,870$16.5M6.14%-91613F-HRTimeline
TigerOak Management, L.L.C.43,809$16.4M6.35%-38713F-HRTimeline
STF Management LP43,663$16.4M7.87%+36313F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC43,654$16.4M3.53%-11,19413F-HRTimeline
Mirabaud Asset Management Ltd43,177$16.4M8.55%+1,25313F-HRTimeline
J.P. Marvel Investment Advisors, LLC43,548$16.3M2.83%-3013F-HRTimeline
BEACH INVESTMENT COUNSEL INC/PA43,398$16.3M2.4%-3,30213F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.43,311$16.3M5.17%+46513F-HR/ATimeline
M. Kulyk & Associates, LLC43,304$16.3M3.72%+1,97413F-HRTimeline
Continuum Advisory, LLC43,275$16.2M2.09%-54813F-HRTimeline
Edgestream Partners, L.P.43,198$16.2M0.55%-11,54413F-HRTimeline
First Interstate Bank43,192$16.2M0.97%-1,57313F-HRTimeline
Patten Group, Inc.43,162$16.2M3.71%-1,06413F-HRTimeline
Snider Financial Group43,046$16.2M5.25%-1,26313F-HRTimeline
Bluegrass Capital Partners LP43,000$16.1M13.84%+9,00013F-HRTimeline
CHAPIN DAVIS, INC.42,949$16.1M5.5%+1,86313F-HRTimeline
Baugh & Associates, LLC44,111$16.1M8.15%+8113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC42,872$16.1M4.76%-4,47013F-HR/ATimeline
Banque de Luxembourg S.A.42,798$16.1M9.19%-1,31313F-HRTimeline
GeoWealth Management, LLC42,710$16M0.64%-12,53913F-HRTimeline
FAS Wealth Partners, Inc.42,708$16M1.31%+1,05913F-HRTimeline
JCIC Asset Management Inc.42,655$16M6.69%-48413F-HRTimeline
Manchester Capital Management LLC42,634$16M1.97%+1,03413F-HRTimeline
Generali Investments CEE, investicni sp…42,633$16M1.49%+2,28713F-HRTimeline
Great Lakes Retirement, Inc.42,586$16M2.09%+1,41213F-HRTimeline
Investidor Profissional Gestao de Recur…42,577$16M15.44%+27,15613F-HRTimeline
Financial Partners Group, Inc42,533$16M2.46%+25413F-HRTimeline
BOYAR ASSET MANAGEMENT INC.42,527$16M11.58%-2,80713F-HRTimeline
Mayflower Financial Advisors, LLC42,493$16M2.43%-30013F-HRTimeline
WEALTH ALLIANCE, LLC42,436$15.9M1.93%+2,06413F-HRTimeline
HOERTKORN RICHARD CHARLES42,330$15.9M7.35%-97713F-HRTimeline
Beacon Bank & Trust42,326$15.9M3.87%-1,26713F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…42,303$15.9M3.07%-6,50013F-HRTimelineGroup
BloombergSen Inc.42,300$15.9M1.37%new13F-HRTimeline
ALTA FOX CAPITAL MANAGEMENT, LLC42,300$15.9M6.29%-19,50013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC42,224$15.9M3.88%+8913F-HR/ATimeline
Whitener Capital Management, Inc.42,150$15.8M4.48%+2013F-HRTimeline
Rodgers Brothers Inc.42,149$15.8M2.11%-5813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC42,028$15.8M2.9%+1,18313F-HRTimeline
Goldstream Capital Management Ltd42,024$15.8M10.6%-17,70813F-HRTimeline
Fox Hill Wealth Management42,018$15.8M9.31%+80413F-HRTimeline
Keebeck Wealth Management41,982$15.8M2.33%-84713F-HRTimeline
Accent Capital Management, LLC41,965$15.8M9.1%-41013F-HRTimeline
Timber Creek Capital Management LLC41,960$15.8M4.2%+2,41913F-HRTimeline
one8zero8, LLC41,847$15.7M3.71%+40113F-HRTimeline
IFG Advisory, LLC41,786$15.7M0.87%+4,50913F-HRTimeline
Winch Advisory Services, LLC41,783$15.7M4.15%-22413F-HRTimeline
CAPITAL & PLANNING, LLC41,774$15.7M11.64%+68813F-HRTimeline
Paragon Capital Management LLC41,761$15.7M8.97%-2,03713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC41,753$15.7M2.55%+1,41413F-HRTimeline
CRA Financial Services, LLC41,658$15.6M2.68%+48413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC41,523$15.6M1.34%-80513F-HR/ATimeline
ROBERTS GLORE & CO INC /IL/41,501$15.6M4.75%-19313F-HRTimeline
ROMANO BROTHERS AND COMPANY41,372$15.5M2.01%-62213F-HRTimeline
Harbor Island Capital LLC41,264$15.5M7.67%-82213F-HRTimeline
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT …41,258$15.5M2.04%+31913F-HRTimeline
DAVIDSON TRUST CO41,244$15.5M7.38%+1,92613F-HRTimeline
Harold Davidson & Associates Inc.41,190$15.5M8.44%-1,60113F-HRTimeline
Live Oak Private Wealth LLC41,157$15.5M2.5%-40913F-HRTimeline
Berger Financial Group, Inc41,110$15.4M1.07%-16,43213F-HRTimeline
Litman Gregory Wealth Management LLC41,071$15.4M1.32%+1313F-HRTimeline
Morton Capital Management LLC/CA41,053$15.4M2.98%-38513F-HRTimeline
National Philanthropic Trust41,031$15.4M0.25%-95413F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC40,998$15.4M2.56%-7213F-HRTimeline
Iowa State Bank40,937$15.4M3.26%+30913F-HRTimeline
Legacy Trust40,933$15.4M3.7%+5313F-HRTimeline
Avantax Planning Partners, Inc.40,883$15.3M0.54%-3,83113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT40,877$15.3M1.14%+70013F-HRTimeline
THAMES CAPITAL MANAGEMENT LLC40,843$15.3M5.89%013F-HRTimeline
Wills Financial Group LLC40,835$15.3M6.8%13F-HRTimeline
Stonebrook Private Inc.40,819$15.3M3.98%+1,01213F-HRTimeline
CFO4Life Group, LLC40,813$15.3M2.58%+10413F-HRTimeline
Union Heritage Capital, LLC40,696$15.3M5.69%013F-HRTimeline
Shepherd Financial Partners LLC40,668$15.3M1.79%+3,54113F-HRTimeline
WRIGHT INVESTORS SERVICE INC40,647$15.3M5.04%+2,21913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BONNESS ENTERPRISES INC40,600$15.2M4.97%-20013F-HRTimeline
HAMILTON CAPITAL PARTNERS, LLC40,589$15.2M9.65%+13,94013F-HRTimeline
MONTAG & CALDWELL, LLC40,568$15.2M3.53%-14,91113F-HRTimeline
Impact Asset Management GmbH40,561$15.2M5.97%-9,58013F-HRTimeline
Brown Miller Wealth Management, LLC40,468$15.2M5.26%+2,22913F-HRTimeline
Westover Capital Advisors, LLC40,461$15.2M3.37%-25313F-HRTimeline
MSA Advisors, LLC40,440$15.2M3.89%+2,54013F-HRTimeline
LM Advisors LLC40,432$15.2M2.73%+3,72813F-HRTimeline
Teamwork Financial Advisors, LLC40,394$15.2M2.09%-35,25013F-HRTimeline
WORLD EQUITY GROUP, INC.38,102$15.2M4.33%-23,49213F-HRTimeline
CoreCap Advisors, LLC40,362$15.2M0.67%+1,12413F-HRTimeline
Jackson Hole Capital Partners, LLC40,237$15.1M3%-61513F-HRTimeline
L & S Advisors Inc40,207$15.1M1.86%-9,91313F-HRTimeline
Greater Midwest Financial Group, LLC40,184$15.1M10.51%+76313F-HRTimeline
BW Gestao de Investimentos Ltda.40,106$15.1M1.7%-2,14613F-HRTimeline
Nilsine Partners, LLC40,087$15M1.65%+41713F-HRTimeline
Bill Few Associates, Inc.40,060$15M5.37%+7813F-HRTimeline
Alight Capital Management LP40,000$15M7.92%013F-HRTimeline
Sandbox Financial Partners, LLC39,943$15M5.29%-1,23413F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.39,941$15M10.03%+1,92613F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding39,887$15M-202Timeline
Aviance Capital Partners, LLC39,718$14.9M2.1%+48813F-HRTimeline
Cache Advisors, LLC39,698$14.9M5.72%+5,89313F-HRTimeline
Twin Tree Management, LP39,691$14.9M0.33%-68,07213F-HRTimeline
Tradewinds, LLC.39,678$14.9M4.2%-36513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…39,655$14.9M5.38%-5,36813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP39,582$14.9M1.11%-30,83813F-HRTimeline
Inlet Private Wealth, LLC39,495$14.8M3.85%-17513F-HRTimeline
Advisory Alpha, LLC39,472$14.8M0.5%+4,11913F-HR/ATimeline
Consolidated Portfolio Review Corp39,455$14.8M2.37%+3,32113F-HRTimeline
Quent Capital, LLC39,415$14.8M1.55%-1,60813F-HRTimeline
Stokes Capital Advisors, LLC39,384$14.8M3.76%+98213F-HRTimeline
Columbia Bank39,340$14.8M5.11%+92013F-HRTimeline
Brookwood Investment Group LLC39,328$14.8M2.54%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC39,323$14.8M1.18%+1,05313F-HRTimeline
SEARLE & CO.39,277$14.7M4.2%+6513F-HRTimeline
Jupiter Wealth Management LLC32,082$14.7M8.92%-3,53613F-HRTimeline
Grandview Asset Management LLC39,213$14.7M5.59%-4813F-HRTimeline
Richard C. Young & CO., LTD.39,154$14.7M1.58%+1,18813F-HRTimeline
Moser Wealth Advisors, LLC39,071$14.7M7.69%-38213F-HRTimeline
Codex Capital Asset Management L.L.C.39,000$14.7M6.91%013F-HRTimeline
NAN FUNG TRINITY (HK) LTD39,000$14.6M2.32%+13,30013F-HRTimeline
Intellus Advisors LLC38,949$14.6M2.55%+81213F-HRTimeline
Lincoln Capital LLC39,829$14.6M3.05%+11513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC38,892$14.6M0.27%+1,97413F-HRTimeline
GPS Wealth Strategies Group, LLC38,845$14.6M1.97%-16,48113F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…38,885$14.6M0.19%+9,43913F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…38,815$14.6M1.95%+2,63513F-HRTimeline
NVWM, LLC38,772$14.6M3.87%+75813F-HRTimeline
Avidian Wealth Enterprises, LLC38,766$14.6M0.65%-74513F-HRTimeline
Gibraltar Capital Management, Inc.38,730$14.5M3.14%+8,78013F-HRTimeline
44 WEALTH MANAGEMENT LLC38,717$14.5M5.45%+1,89213F-HRTimeline
Potrero Capital Research LLC38,694$14.5M7.14%013F-HRTimeline
BRAVE ASSET MANAGEMENT INC38,647$14.5M4.56%+8213F-HRTimeline
PUZO MICHAEL J38,619$14.5M4.15%+42113F-HRTimeline
Bedel Financial Consulting, Inc.33,421$14.5M2.08%-50713F-HRTimeline
Castellan Group38,567$14.5M4.05%+18,20313F-HRTimeline
Asset Dedication, LLC38,530$14.5M1.17%-1,36413F-HRTimeline
Roberts Wealth Advisors, LLC38,510$14.5M4.46%+2613F-HRTimeline
Aljian Capital Management, LLC38,506$14.5M3.44%+1,12013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA38,501$14.5M3.4%-38313F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC38,483$14.4M3.51%+11,66913F-HR/ATimeline
Torray Investment Partners LLC38,456$14.4M2.15%-55413F-HRTimeline
M Holdings Securities, Inc.38,356$14.4M2.4%+2,60113F-HRTimeline
Beutel, Goodman & Co Ltd.38,342$14.4M0.08%+37,84213F-HR/ATimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…38,300$14.4M4.33%+80513F-HRTimeline
DOVER ADVISORS, LLC38,294$14.4M6.26%+5,96113F-HRTimeline
Quantbot Technologies LP38,273$14.4M0.46%+21,41713F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC38,272$14.4M2.94%+17,36113F-HRTimeline
Grove Bank & Trust38,214$14.3M1.92%+2,82613F-HRTimeline
Allegiance Financial Group Advisory Ser…38,210$14.3M4.36%-2,42013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd38,194$14.3M6.1%+13,47013F-HRTimelineGroup
Enterprise Bank & Trust Co38,169$14.3M5.53%+72413F-HRTimeline
Resonant Capital Advisors, LLC38,154$14.3M1%+58013F-HRTimeline
Texas Bank & Trust Co38,150$14.3M6.06%-22813F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC38,096$14.3M4.27%-68113F-HRTimeline
111 Capital38,028$14.3M2.76%-2,74813F-HRTimeline
Greystone Financial Group, LLC38,000$14.3M2.59%+2,16513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …37,998$14.3M4.9%-22313F-HRTimeline
Capital Investment Counsel, LLC37,933$14.2M2.36%-17813F-HRTimeline
KELLEHER FINANCIAL ADVISORS37,897$14.2M5.67%-2,42413F-HRTimeline
Strategic Global Advisors, LLC37,891$14.2M2.82%-1,23013F-HRTimeline
BNC WEALTH MANAGEMENT, LLC37,821$14.2M5.12%+71213F-HRTimeline
Tranquility Partners, LLC37,813$14.2M5.48%+11613F-HRTimeline
Apriem Advisors37,807$14.2M1.66%-2,90813F-HRTimeline

Events

  • Hood Amy sold 7,305 MSFT shares on 2026-10-13, Form 4 filed 2026-10-14. 0000789019-26-000226

    Accepted , ingested