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Disclosery

MSFT MICROSOFT CORP

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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
Canandaigua National Trust Co of Florida9,593$4.77M3.39%+98513F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC9,305$4.77M3.05%-513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC9,587$4.77M2.07%-86213F-HRTimeline
Ameliora Wealth Management Ltd.9,569$4.76M1.7%-4,43013F-HRTimeline
PRING TURNER CAPITAL GROUP INC9,560$4.76M3.07%-2713F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC9,550$4.75M1.01%-58113F-HRTimeline
Breed's Hill Capital LLC9,549$4.75M2.29%+32313F-HRTimeline
Ironwood Financial, llc12,637$4.74M1.02%013F-HRTimeline
EdgeRock Capital LLC9,530$4.74M1.5%new13F-HRTimeline
Alliance Wealth Advisors, LLC9,529$4.74M2.58%-18113F-HRTimeline
Wealth Quarterback LLC9,517$4.73M2.24%+11713F-HRTimeline
Retirement Planning Co of New England, …9,516$4.73M2.11%-23113F-HRTimeline
Gilbert & Cook, Inc.9,511$4.73M0.64%-83413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,511$4.73M0.33%+43313F-HRTimeline
CKW FINANCIAL GROUP9,614$4.73M0.54%+213F-HRTimeline
Game Creek Capital, LP9,500$4.73M2.42%+35013F-HRTimeline
Hilltop Partners LLC9,475$4.71M1.43%+31213F-HRTimeline
Lakehouse Capital Pty Ltd9,472$4.71M2.87%013F-HRTimeline
Front Street Capital Management, Inc.9,469$4.71M0.9%-1,15213F-HRTimeline
American Institute for Advanced Investm…9,459$4.7M3.33%-2513F-HRTimeline
Independent Wealth Network Inc.9,436$4.69M1.71%-33413F-HRTimeline
Signature Wealth Management Partners, L…9,433$4.69M2.68%+7313F-HRTimeline
Cross Staff Investments Inc9,417$4.68M3.48%-9913F-HRTimeline
Midwest Financial Group LLC9,407$4.68M2.46%+18113F-HRTimeline
Seneschal Advisors, LLC9,405$4.68M3.69%-24713F-HRTimeline
Private Capital Management, LLC9,389$4.67M0.47%-69713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC9,388$4.67M0.54%-9113F-HRTimeline
DMC Group, LLC9,382$4.67M3.63%+34213F-HRTimeline
Challenger Wealth Management9,379$4.67M3.24%-20213F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…9,378$4.66M3.64%+1,24613F-HRTimeline
GUERRA PAN ADVISORS, LLC9,352$4.65M3.07%+68213F-HRTimeline
Richard W. Paul & Associates, LLC9,349$4.65M1.68%+4813F-HRTimeline
Exchange Bank9,349$4.65M3.68%-19813F-HRTimeline
Argyle Capital Partners, LLC9,347$4.65M3.83%-80913F-HRTimeline
Davidson Kahn Capital Management, LLC9,340$4.65M2.98%+53413F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD9,340$4.65M0.31%013F-HRTimeline
Legacy Financial Strategies, LLC9,336$4.64M0.91%+64413F-HRTimeline
Baring Financial LLC9,335$4.64M3.47%+1,46913F-HRTimeline
Hutchinson Financial Advisors, INC9,331$4.64M5.2%13F-HR/ATimeline
Fonville Wealth Management LLC9,318$4.64M1.17%+4513F-HRTimeline
WMG Financial Advisors, LLC9,314$4.63M1.71%-6913F-HRTimeline
Pointe Capital Management LLC9,309$4.63M2.4%+30513F-HRTimeline
Outlook Wealth Advisors, LLC9,298$4.62M1.19%-1313F-HRTimeline
Whelan Financial9,294$4.62M1.67%+1,11013F-HRTimeline
Lynx Investment Advisory9,293$4.62M3.02%+113F-HRTimeline
Almanack Investment Partners, LLC.9,292$4.62M0.74%+1,55813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC9,288$4.62M2.34%+2,97813F-HRTimeline
Diversified Investment Strategies, LLC9,277$4.61M3.12%-21513F-HRTimeline
MKT Advisors LLC9,364$4.61M1.82%+1713F-HRTimeline
Syverson Strege & Co9,253$4.6M1.09%+5,71013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC9,252$4.6M4.01%-35913F-HR/ATimeline
NDVR, Inc.9,238$4.6M4.31%-48413F-HRTimeline
Family Capital Trust Co9,238$4.59M1.59%+1,06213F-HRTimeline
Maridea Wealth Management LLC9,233$4.59M1.2%+3,66913F-HRTimeline
Quantum Portfolio Management LLC9,232$4.59M2.19%-1,98013F-HRTimeline
Tsai Capital Corp9,217$4.58M3.36%-4613F-HRTimeline
Beirne Wealth Consulting Services, LLC9,214$4.58M1.49%+3113F-HRTimeline
Heritage Financial Services, LLC9,212$4.58M0.44%-51013F-HRTimeline
Fjell Capital, LLC9,212$4.58M4.25%+2613F-HRTimeline
RENASANT BANK9,205$4.58M3.06%-40513F-HRTimeline
Select Asset Management & Trust9,190$4.57M1.57%+6213F-HRTimeline
Johnson Bixby & Associates, LLC9,184$4.57M0.63%+1,76513F-HRTimeline
KEYVANTAGE WEALTH, LLC9,181$4.57M2.05%+69313F-HRTimeline
Integrity Financial Corp /WA9,179$4.57M2.33%+24113F-HRTimeline
MAYPORT, LLC9,161$4.56M1.09%-28413F-HRTimeline
LongView Wealth Management9,152$4.55M1.38%-77213F-HRTimeline
LJI Wealth Management, LLC9,141$4.55M0.79%-13613F-HRTimeline
HT Partners LLC9,127$4.54M1.39%-913F-HRTimeline
Eagle Bluffs Wealth Management LLC9,126$4.54M2.16%+12513F-HRTimeline
Tarbox Family Office, Inc.9,121$4.54M0.68%+1213F-HRTimeline
Cynosure Group, LLC9,110$4.53M0.51%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC9,098$4.53M3%-3713F-HRTimeline
Resolute Wealth Strategies, LLC9,096$4.52M2.42%+97113F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.9,093$4.52M2.65%-34413F-HRTimeline
Burns Matteson Capital Management, LLC9,093$4.52M2.18%+8513F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,093$4.52M0.88%+2,51813F-HRTimeline
Proactive Wealth Strategies LLC9,088$4.52M2.13%-4613F-HRTimeline
Integrated Quantitative Investments LLC9,089$4.52M1.33%new13F-HRTimeline
KWB Wealth12,041$4.52M0.55%-19713F-HRTimeline
Salvus Wealth Management, LLC9,087$4.52M2.64%-7413F-HRTimeline
PROVIDENT TRUST CO9,072$4.51M0.08%013F-HRTimeline
MinichMacGregor Wealth Management, LLC9,067$4.51M0.96%-1,30913F-HRTimeline
Financial Life Planners9,060$4.51M3.67%-4,35313F-HRTimeline
BARRETT & COMPANY, INC.9,047$4.5M1.69%+55113F-HRTimeline
Legato Capital Management LLC9,038$4.5M0.54%-31713F-HRTimeline
LWM Advisory Services, LLC9,036$4.49M3.1%-45413F-HRTimeline
LifeWealth Investments, LLC9,033$4.49M1.63%+1,81113F-HR/ATimeline
Pullen Investment Management, LLC9,026$4.49M2.7%+1413F-HRTimeline
SSA SWISS ADVISORS AG8,898$4.49M2.16%+1,48013F-HRTimeline
Legacy Capital Wealth Partners, LLC9,019$4.49M1.02%+313F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …9,008$4.48M4.16%+1,17313F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC9,007$4.48M1.01%-20513F-HRTimeline
Petros Family Wealth, LLC9,001$4.48M4.09%+14313F-HRTimeline
Vigilare Wealth Management8,979$4.47M1.67%+46313F-HRTimeline
Talisman Wealth Advisors LLC8,978$4.47M4.08%-3813F-HRTimeline
Heartwood Wealth Advisors LLC8,959$4.46M0.47%+1,10713F-HRTimeline
Monte Financial Group, LLC8,957$4.46M1.73%+51413F-HRTimeline
Aletheian Wealth Advisors LLC8,947$4.45M2.19%-43213F-HRTimeline
Waterway Wealth Management, LLC8,941$4.45M1.35%+3,02413F-HRTimeline
Ariadne Wealth Management, LP8,541$4.45M2.13%-14313F-HRTimeline
Aerodigm Wealth, LLC8,936$4.44M2.13%-5113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC8,919$4.44M2.28%+2,79913F-HRTimeline
Flaharty Asset Management, LLC8,885$4.42M0.6%-20013F-HR/ATimeline
BCS Wealth Management8,869$4.41M0.95%+1,83413F-HRTimeline
NRI Wealth Management LC8,858$4.41M2.66%+1,55313F-HRTimeline
Barden Capital Management, Inc.8,845$4.4M3.86%-31913F-HRTimeline
Palisades Hudson Asset Management, L.P.8,844$4.4M1.72%013F-HRTimeline
Fieldview Capital Management, LLC8,828$4.39M0.66%+48613F-HRTimeline
Forefront Wealth Partners, LLC10,246$4.39M3.01%+67213F-HRTimeline
Generation Capital Management LLC8,819$4.39M3.47%+10913F-HRTimeline
FWG Holdings, LLC8,186$4.38M2.06%+7313F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,787$4.37M3.5%-90613F-HRTimeline
17 CAPITAL PARTNERS, LLC8,774$4.36M2.52%-36813F-HRTimeline
Northstar Financial Companies, Inc.8,769$4.36M4.53%-52713F-HRTimeline
Sterneck Capital Management, LLC8,735$4.34M2.2%-3113F-HRTimeline
Rise Advisors, LLC8,730$4.34M1.72%+12513F-HRTimeline
Comprehensive Financial Planning, Inc./…8,726$4.34M3.42%+57613F-HRTimeline
Park Square Financial Group, LLC8,718$4.34M3.14%-29813F-HRTimeline
PFW Advisors LLC8,704$4.33M1.33%-1,13613F-HRTimeline
Verum Partners LLC8,688$4.32M1%+71313F-HRTimeline
Boomfish Wealth Group, LLC8,674$4.31M2.49%+4813F-HRTimeline
Rothschild Wealth LLC8,673$4.31M1.06%+1,20213F-HRTimeline
Garner Asset Management Corp8,665$4.31M1.99%-43113F-HRTimeline
Intrinsic Value Partners, LLC8,664$4.31M3.83%-24913F-HRTimeline
BAKER BOYER NATIONAL BANK8,656$4.31M1.48%-1013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,656$4.31M1.97%-31713F-HRTimeline
Lansing Street Advisors8,656$4.31M1.28%+82313F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,652$4.3M1.23%-17713F-HRTimeline
Westhampton Capital, LLC8,643$4.3M2.22%-2013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT8,631$4.29M0.84%+58413F-HRTimeline
Mascagni Wealth Management, Inc.8,612$4.28M3.65%+7913F-HRTimeline
Davies Financial Advisors, Inc.8,601$4.28M3.32%-4,16313F-HRTimeline
CoreFirst Bank & Trust8,587$4.27M2.41%+9413F-HRTimeline
Rede Wealth, LLC8,587$4.27M1.54%-7213F-HRTimeline
Arbor Investment Advisors, LLC8,585$4.27M0.55%+1113F-HRTimeline
Farrell Financial LLC8,581$4.27M2.86%+11513F-HRTimeline
Legacy Financial Group LLC8,567$4.26M0.59%+61613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC8,565$4.26M2.38%013F-HRTimeline
Atom Investors LP8,561$4.26M0.38%013F-HRTimeline
Vantage Financial Partners, LLC8,557$4.26M0.98%-38013F-HRTimeline
Evergreen Wealth Management, LLC8,546$4.25M2.38%+5013F-HRTimeline
M.D. Sass, LLC8,544$4.25M0.34%+2513F-HRTimeline
Acorns Advisers, LLC8,526$4.24M0.04%+60113F-HRTimeline
Partnership Wealth Management, LLC8,526$4.24M3.43%+9913F-HRTimeline
TD Capital Management LLC8,514$4.23M0.4%+99513F-HRTimeline
Ellis Investment Partners, LLC8,476$4.22M0.82%+1713F-HRTimeline
Brendel Financial Advisors LLC8,474$4.21M2.36%+16213F-HRTimeline
Coston, McIsaac & Partners8,472$4.21M1.09%-413F-HRTimeline
Hobart Private Capital, LLC8,456$4.21M0.95%+4,92313F-HRTimeline
Dunhill Financial, LLC8,454$4.21M1.22%+28413F-HRTimeline
Global Strategic Investment Solutions, …8,454$4.2M0.45%+3213F-HRTimeline
Oliver Luxxe Assets LLC8,447$4.2M0.75%-23013F-HRTimeline
MRP Capital Investments, LLC8,442$4.2M2.89%+84413F-HRTimeline
IAM Advisory, LLC8,439$4.2M1.01%+1913F-HRTimeline
WILLNER & HELLER, LLC8,430$4.19M3.53%+513F-HRTimeline
Idaho Trust Co8,427$4.19M1.5%+26013F-HRTimeline
Whipplewood Advisors, LLC8,411$4.18M2.3%+19413F-HRTimeline
Operose Advisors LLC8,405$4.18M1.18%-13313F-HRTimeline
Aldebaran Financial Inc.8,391$4.17M4.62%+18713F-HRTimeline
Haven Capital Group, Inc.8,388$4.17M3.68%-6813F-HRTimeline
FIDELITY D & D BANCORP INC8,384$4.17M2.56%-45313F-HRTimeline
Bullseye Investment Management, LLC11,105$4.17M2.54%013F-HRTimeline
Twin Lakes Capital Management, LLC8,379$4.17M2.53%+713F-HRTimeline
Sunburst Financial Group, LLC8,377$4.17M0.93%+18513F-HRTimeline
Ifrah Financial Services, Inc.8,376$4.17M1.14%-8413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,370$4.16M1.05%13F-HRTimeline
Spectrum Strategic Capital Management, …8,361$4.16M2.65%+1,16313F-HRTimeline
TABLEAUX LLC8,359$4.16M2.39%+96813F-HR/ATimeline
Apeiron RIA LLC8,354$4.16M1.07%-1,00313F-HRTimeline
DecisionPoint Financial, LLC8,443$4.15M1.06%+29413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV8,345$4.15M0.84%+93913F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT8,344$4.15M4.18%-1,15013F-HRTimeline
Morey & Quinn Wealth Partners, LLC8,339$4.15M3.32%+3513F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,336$4.15M1.9%-13013F-HRTimeline
Sterling Investment Counsel, LLC8,335$4.15M2.43%-9,18413F-HRTimeline
Everest Private Wealth8,332$4.14M2.98%-75713F-HRTimeline
PKS Advisory Services, LLC8,324$4.14M1.05%-1013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8,315$4.14M0.22%-2,15113F-HRTimeline
Darwin Wealth Management, LLC8,313$4.14M1.43%-1,04713F-HRTimeline
White Knight Strategic Wealth Advisors,…8,313$4.14M3.52%-8613F-HRTimeline
Jessup Wealth Management, Inc8,306$4.13M1.66%-3913F-HRTimeline
Atlatl Advisers LLC8,300$4.13M1.95%-16113F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC8,280$4.12M2.95%013F-HRTimelineGroup
Rockbridge Investment Management, LCC8,279$4.12M0.44%+22313F-HRTimeline
Exane Asset Management7,049$4.11M1.61%-7,60513F-HRTimeline
FCA CORP /TX8,262$4.11M1.23%-4313F-HRTimeline
CORA CAPITAL ADVISORS LLC8,236$4.1M1.82%+12613F-HRTimeline
VERITY Wealth Advisors8,230$4.09M2.75%-91113F-HRTimeline
TPG Advisors LLC8,226$4.09M2.96%+7013F-HRTimeline
Cannon Advisors, Inc.8,218$4.09M3.29%-15013F-HRTimeline
Hidden Cove Wealth Management, LLC8,202$4.08M2.96%+32213F-HRTimeline
MOTIVE WEALTH ADVISORS8,183$4.07M1.85%+1,04713F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP10,838$4.07M1.6%13F-HRTimeline
WEST BANCORPORATION INC8,174$4.07M2.57%-14513F-HRTimeline
D. SCOTT NEAL, INC.8,172$4.06M2.03%-20813F-HRTimeline
New Covenant Trust Company, N.A.8,188$4.06M3.63%-19713F-HRTimeline
First Citizens Financial Corp8,135$4.05M2.23%+43413F-HRTimeline
Northern Financial Advisors Inc8,126$4.04M3.03%-14313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,117$4.04M2.6%+3513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …8,115$4.04M0.54%-44813F-HRTimelineGroup

Events

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

    Accepted , ingested