Skip to content
Disclosery

MSFT MICROSOFT CORP

Follow

COM (common), issuer CIK 789019

5,755 managers (5,832 13F filers) reported a position in MSFT shares at 2025-06-30, 5,383,765,051 shares in all. 156 filers opened a position and 107 filers sold out during the quarter.

Managers
5,755
13F filers
5,832
New
156
Added
2,579
Reduced
2,620
Sold out
107
Shares held by filers
5,383,765,051

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PINNBROOK CAPITAL MANAGEMENT LP17,659$8.78M2.3%new13F-HRTimeline
Second Line Capital, LLC17,656$8.78M2.04%+1,69313F-HRTimeline
Permanens Capital L.P.17,652$8.78M1.2%+2,75313F-HRTimeline
Signet Investment Advisory Group, Inc.17,632$8.77M4.5%-1213F-HRTimeline
UNION SAVINGS BANK16,434$8.77M4.03%-27113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC17,622$8.77M2.87%-49113F-HRTimeline
Capital Advisors, Ltd. LLC17,573$8.74M1.08%+61813F-HRTimeline
Owen LaRue, LLC17,568$8.74M3.72%-34813F-HRTimeline
Atlas Legacy Advisors, LLC17,568$8.74M1.93%+73713F-HRTimeline
Purkiss Capital Advisors LLC17,563$8.74M4.86%+3,99413F-HRTimeline
POTENTIA WEALTH17,546$8.73M4.97%+31613F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP17,524$8.72M1.51%-85013F-HRTimeline
Ranch Capital Advisors Inc.17,513$8.71M3.78%-31513F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC17,484$8.7M6.66%-5413F-HRTimeline
St. Johns Investment Management Company…17,477$8.69M3.99%-91813F-HRTimeline
DILLON & ASSOCIATES INC17,486$8.69M1.18%+43113F-HRTimeline
Slow Capital, Inc.17,472$8.69M1.06%-13313F-HRTimeline
Kenora Financial, LLC17,471$8.69M3.24%+913F-HRTimeline
Grey Ledge Advisors, LLC17,456$8.68M2.13%-6413F-HRTimeline
Finward Bancorp17,406$8.66M6.84%-11513F-HRTimeline
SHAYNE & JACOBS, LLC17,404$8.66M2.86%013F-HRTimeline
HARBOR ADVISORY CORP /MA/17,401$8.66M2.76%+1,08813F-HRTimeline
NCM Capital Management, LLC17,389$8.65M3.55%-15713F-HRTimeline
Stiles Financial Services Inc17,337$8.63M2.98%+87113F-HRTimeline
Blackhawk Capital Partners, LLC17,339$8.62M3.98%+59313F-HRTimeline
Wealth Dimensions Group, Ltd.17,335$8.62M1.9%-78713F-HRTimeline
First Financial Group Corp17,332$8.62M8.42%+41113F-HRTimeline
Houlihan Financial Resource Group, Ltd.16,891$8.61M3.57%-16113F-HRTimeline
Strategic Financial Services, Inc.17,294$8.6M0.46%+19913F-HRTimeline
Creegan & Nassoura Financial Group, LLC17,291$8.6M5.6%-71213F-HRTimeline
Bull Street Advisors, LLC17,268$8.59M4.13%-22013F-HRTimeline
Summit Place Financial Advisors, LLC17,266$8.59M4.32%+32013F-HRTimeline
Park Place Capital Corp17,422$8.57M1.95%+10413F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP17,226$8.57M5.54%-1,63313F-HRTimelineGroup
VAN DEN BERG MANAGEMENT I, INC17,223$8.57M2.43%+3,22113F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.17,217$8.56M3.54%-36013F-HRTimeline
BANK OF STOCKTON17,202$8.56M2.55%-10713F-HRTimeline
PRIVATE MANAGEMENT GROUP INC17,178$8.54M0.28%+11,46313F-HRTimeline
Napean Trading & Investment Co (Singapo…17,175$8.54M2.27%+6,02013F-HRTimeline
FULLCIRCLE WEALTH LLC15,949$8.54M3.19%+34313F-HRTimeline
Ayalon Insurance Comp Ltd.17,160$8.54M2.46%-18513F-HRTimeline
Convergence Investment Partners, LLC17,154$8.53M2.16%+3,88413F-HRTimeline
Pettee Investors, Inc.17,148$8.53M5.1%-38513F-HRTimeline
HAZLETT, BURT & WATSON, INC.17,115$8.51M3.49%+61313F-HRTimeline
Parkside Investments, LLC17,111$8.51M1.16%-3,69513F-HRTimeline
Evolutionary Tree Capital Management, L…17,080$8.5M9.02%-2,11313F-HRTimeline
Drystone LLC17,080$8.5M7.79%+113F-HRTimeline
Prudent Man Advisors, LLC17,070$8.49M2.7%+3,89413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT17,063$8.49M0.99%+1,51613F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC17,018$8.46M4.47%-6913F-HRTimeline
Headland Capital, LLC16,989$8.45M2.55%+80313F-HR/ATimeline
WEALTH EFFECTS LLC16,949$8.43M3.15%-74913F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC16,946$8.43M1.78%+7,38913F-HRTimeline
Key Client Fiduciary Advisors, LLC16,913$8.41M3.45%-2413F-HRTimeline
Panoramic Capital Partners, LLC16,864$8.41M5.83%-27313F-HRTimeline
Socorro Asset Management LP16,894$8.4M2.81%-5,54513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP16,878$8.4M0.34%-1,33713F-HRTimeline
Concentrum Wealth Management16,877$8.4M2.63%+2813F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding16,845$8.38M-933Timeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd16,838$8.38M2.98%+99013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC16,830$8.37M2.85%-81013F-HRTimeline
Crystal Rock Capital Management16,805$8.36M4.82%+1,30013F-HRTimeline
SC&H Financial Advisors, Inc.16,801$8.36M1.43%+2513F-HRTimeline
Eaton Financial Holdings Company, LLC16,796$8.35M2.57%+3,50813F-HRTimeline
Unison Asset Management LLC16,775$8.34M4.21%+41113F-HRTimeline
Addison Advisors LLC16,764$8.34M2.08%+1,18713F-HRTimeline
Clarity Capital Partners LLC16,763$8.34M2.98%-84913F-HRTimeline
Peterson Wealth Services16,746$8.33M2.28%+27113F-HRTimeline
Cypress Wealth Services, LLC16,734$8.32M1.49%+2,29013F-HRTimeline
First Dallas Securities Inc.16,729$8.32M3.29%-47413F-HRTimeline
FIRST UNITED BANK & TRUST16,705$8.31M2.9%-12613F-HRTimeline
US Asset Management LLC16,700$8.31M7.2%-3313F-HRTimeline
JERICHO FINANCIAL, LLP16,692$8.3M5.48%-25513F-HRTimeline
First County Bank /CT/16,690$8.3M4.46%-39013F-HRTimeline
Modus Advisors, LLC16,679$8.3M2.46%-813F-HRTimeline
Palogic Value Management, L.P.16,666$8.29M3.49%+24113F-HRTimeline
Ramirez Asset Management, Inc.16,663$8.29M1.25%-10013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,657$8.29M1.04%+59713F-HRTimeline
Schrum Private Wealth Management LLC16,630$8.27M6.63%-19713F-HRTimeline
1858 WEALTH MANAGEMENT, LLC16,629$8.27M6.1%+26813F-HRTimeline
Virtus Wealth Solutions LLC16,615$8.26M1.7%-19013F-HRTimeline
SEVEN MILE ADVISORY16,599$8.26M4.96%+92813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.16,568$8.24M3.1%-1,10613F-HRTimeline
FORA Capital, LLC16,567$8.24M0.92%-29,37613F-HRTimeline
Convergence Financial, LLC16,566$8.24M1.42%+65113F-HRTimeline
Chung Wu Investment Group, LLC16,562$8.24M8.59%-74013F-HRTimeline
Eley Financial Management, Inc16,555$8.23M3.16%-7713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC16,507$8.23M1.48%+46313F-HRTimeline
KLCM Advisors, Inc.16,540$8.23M0.87%-6513F-HRTimeline
Beaton Management Co. Inc.16,539$8.23M4.02%-1,24613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.16,532$8.22M3.02%+113F-HRTimeline
Mechanics Financial Corp16,520$8.22M3.49%-7913F-HRTimeline
Balefire, LLC16,516$8.22M1.79%+7,54313F-HRTimeline
Aspen Investment Management Inc16,511$8.21M3.45%-1,29113F-HRTimeline
ORG Partners LLC16,666$8.2M1.75%+1,64713F-HRTimeline
Evergreen Private Wealth LLC16,447$8.18M3.43%+86813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS16,428$8.17M3.55%-18413F-HRTimeline
Hartford Funds Management Co LLC16,424$8.17M0.7%+33013F-HR/ATimeline
Physician Wealth Advisors, Inc.16,427$8.17M1.28%+17813F-HRTimeline
United Community Bankin group United Community Bank16,375$8.15M2.79%-27513F-HRTimelineGroup
Curated Wealth Partners LLC16,363$8.14M0.95%+6713F-HRTimeline
Eleva Capital SAS16,363$8.14M1.76%13F-HRTimeline
Guinness Atkinson Asset Management Inc16,357$8.14M4.27%-1,08013F-HRTimeline
Tairen Capital Ltd16,354$8.13M0.83%-251,94313F-HRTimeline
Ballast, Inc.16,340$8.13M2.13%-3313F-HR/ATimeline
Peloton Wealth Strategists16,330$8.12M3.26%+313F-HRTimeline
Summerhill Capital Management lnc.16,311$8.11M9.1%-7813F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…16,286$8.1M4.83%-58013F-HRTimeline
Gateway Wealth Partners, LLC16,262$8.09M1.53%+91113F-HRTimeline
Ellsworth Advisors, LLC16,258$8.09M1.97%+34313F-HRTimeline
Warm Springs Advisors Inc.16,257$8.09M6.94%+2,55213F-HRTimeline
ROI Financial Advisors, LLC16,253$8.08M5.14%-59813F-HRTimeline
Legacy CG, LLC16,248$8.08M2.41%-1,16013F-HRTimeline
Dempze Nancy E16,227$8.07M4.66%+50313F-HRTimeline
Accretive Wealth Partners, LLC16,209$8.06M2.64%+17713F-HRTimeline
Financial Avengers, Inc.16,201$8.06M3.74%+4513F-HRTimeline
UNIQUE WEALTH, LLC16,187$8.05M1.3%+59913F-HRTimeline
C2C Wealth Management, LLC16,187$8.05M7.29%013F-HRTimeline
Bell & Brown Wealth Advisors, LLC16,191$8.05M2.88%-64213F-HRTimeline
Bank & Trust Co16,177$8.05M6.37%-8013F-HRTimeline
American Trust Investment Advisors, LLC16,175$8.05M4.06%-1,92213F-HRTimeline
LexAurum Advisors, LLC16,154$8.03M1.27%+8513F-HRTimeline
Sierra Capital LLC16,152$8.03M0.93%-18913F-HRTimeline
Pacific Wealth Strategies Group, Inc.15,059$8.03M5.27%+3,09013F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.16,150$8.03M0.42%-12,35013F-HRTimelineGroup
Pflug Koory, LLC16,137$8.03M4.08%+1313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…16,132$8.02M5.63%+36313F-HRTimeline
SEEDS INVESTOR LLC16,108$8.01M1.88%+2,50213F-HRTimeline
Weaver Capital Management LLC16,093$8M1.97%+1,38613F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC16,078$8M3.03%+10613F-HRTimeline
Truvestments Capital LLC16,060$7.99M1.6%-54113F-HRTimeline
Widmann Financial Services, Inc.16,048$7.98M5.57%+12413F-HRTimeline
New Republic Capital, LLC16,046$7.98M2.83%+82313F-HRTimeline
Fairtree Asset Management (Pty) Ltd16,041$7.98M6.02%-73213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV17,314$7.98M3.76%+2713F-HRTimeline
Martin Capital Partners, LLC16,022$7.97M3.12%+10,65413F-HRTimeline
Adams Wealth Management16,022$7.97M1.52%-3,47913F-HRTimeline
SAGE RHINO CAPITAL LLC16,020$7.97M1.69%+90713F-HRTimeline
Financial Strategies Group, Inc.15,821$7.96M1.66%-813F-HRTimeline
McGlone Suttner Wealth Management, Inc.15,987$7.95M1.2%-10713F-HRTimeline
NOVEM GROUP15,985$7.95M1.01%+13113F-HRTimeline
Stolper Co15,972$7.95M2.61%-19413F-HRTimeline
Shilanski & Associates, Inc.15,971$7.94M2.27%+24113F-HRTimeline
Lee Financial Co15,961$7.94M1.14%+1,16513F-HRTimeline
S.A. Mason LLC15,938$7.93M3.84%-30713F-HRTimeline
James J. Burns & Company, LLC15,935$7.93M1.29%-62713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC15,895$7.91M2.14%+93413F-HRTimeline
SWEENEY & MICHEL, LLC15,700$7.9M2.81%-22513F-HRTimeline
GS Investments, Inc.15,876$7.9M3.5%+5713F-HRTimeline
WD RUTHERFORD LLC15,861$7.89M3.63%-1,04813F-HRTimeline
BSW Wealth Partners15,854$7.89M1.08%-1,93813F-HRTimeline
Capital Advantage, Inc.15,835$7.88M1.25%+2713F-HRTimeline
Sierra Legacy Group15,818$7.87M6.11%-16713F-HRTimeline
Oak Asset Management, LLC15,808$7.86M2.82%-11313F-HRTimeline
Steamboat Capital Partners, LLC15,801$7.86M2.24%-28013F-HRTimeline
Strategies Wealth Advisors, LLC15,776$7.85M0.86%+7113F-HRTimeline
EPG Wealth Management LLC15,769$7.84M2.36%-5,02613F-HRTimeline
Wellspring Financial Advisors, LLC914,788$7.83M0.79%-87,04413F-HRTimeline
Jacobsen Capital Management15,735$7.83M2.88%+1,99613F-HRTimeline
MSH Capital Advisors LLC15,732$7.83M2.25%-16513F-HRTimeline
OPINICUS CAPITAL, INC.15,731$7.82M5.95%-9813F-HRTimeline
MITCHELL & PAHL PRIVATE WEALTH, LLC15,719$7.82M3.45%+9013F-HRTimeline
Millstone Evans Group, LLC15,707$7.81M5.33%+12813F-HRTimeline
WADDELL & ASSOCIATES, LLC15,690$7.8M0.83%-1,71913F-HRTimeline
Fairfield Financial Advisors, LTD15,690$7.8M2.73%-2,74013F-HRTimeline
GenTrust, LLC15,658$7.79M0.37%-98813F-HRTimeline
JSF Financial, LLC15,633$7.78M1.85%+44913F-HRTimeline
Acorn Wealth Advisors, LLC15,633$7.78M2.89%-32013F-HRTimeline
RPg Family Wealth Advisory, LLC15,614$7.77M2.07%-5,81313F-HRTimeline
Clarus Group, Inc.15,613$7.77M2.85%-43913F-HRTimeline
Columbus Macro, LLC15,593$7.76M0.95%+91413F-HRTimeline
Kingstone Capital Partners Texas, LLC15,588$7.75M5.06%-45313F-HR/ATimeline
LBMC INVESTMENT ADVISORS, LLC15,574$7.75M0.55%-43313F-HRTimeline
Global Financial Private Client, LLC15,561$7.74M2.9%-213F-HRTimeline
Essex LLC15,557$7.74M1.52%-7513F-HRTimeline
Insight Wealth Strategies, LLC15,716$7.73M0.98%+3,06813F-HRTimeline
Matisse Capital15,523$7.72M3.65%-1,44313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC15,510$7.71M0.73%+16413F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.15,489$7.7M4.79%-2313F-HRTimeline
One Wealth Advisors, LLC15,453$7.69M1.07%+58313F-HRTimeline
Marion Wealth Management15,448$7.68M1.92%+5813F-HRTimeline
Gratus Wealth Advisors, LLC15,447$7.68M1.16%+1613F-HRTimeline
ICW Investment Advisors LLC15,444$7.68M3.03%-2213F-HRTimeline
McAlister, Sweet & Associates, Inc.15,437$7.68M6.81%+3,40413F-HRTimeline
Topsail Wealth Management, LLC15,434$7.68M1.4%-15013F-HRTimeline
CLOVERFIELDS CAPITAL GROUP, LP15,430$7.68M2.28%+45313F-HRTimeline
Omnia Family Wealth, LLC15,422$7.67M2.78%+1,06713F-HRTimeline
Connective Capital Management, LLC15,420$7.67M7.17%013F-HRTimeline
EWA, LLC15,415$7.67M2.41%+5,13213F-HRTimeline
WP Advisors, LLC15,381$7.65M2.1%+96513F-HRTimeline
Clearwater Capital Advisors, LLC15,357$7.64M0.7%-34413F-HRTimeline
Semmax Financial Advisors Inc.14,630$7.64M1.97%-1,42913F-HRTimeline
VIAWEALTH, LLC15,342$7.63M4.51%+613F-HRTimeline
RAHLFS CAPITAL, LLC15,340$7.63M6.99%013F-HRTimeline
TFC Financial Management, Inc.15,339$7.63M1.05%+23913F-HRTimeline
Osprey Private Wealth LLC15,290$7.63M4.15%+41513F-HRTimeline
W ADVISORS, LLC15,327$7.62M4.37%-44813F-HRTimeline
Channing Global Advisors, LLC15,285$7.6M4.91%-1,81513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…15,268$7.59M2.9%+6413F-HRTimeline
Atlas Private Wealth Advisors15,264$7.59M0.98%-83713F-HRTimeline

Events

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

    Accepted , ingested