Skip to content
Disclosery

MSFT MICROSOFT CORP

Follow

COM (common), issuer CIK 789019

6,242 managers (6,331 13F filers) reported a position in MSFT shares at 2025-12-31, 5,515,640,073 shares in all. 82 filers opened a position and 121 filers sold out during the quarter.

Managers
6,242
13F filers
6,331
New
82
Added
2,653
Reduced
2,574
Sold out
121
Shares held by filers
5,515,640,073

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Elwood & Goetz Wealth Advisory Group, L…9,266$4.48M0.79%+49913F-HRTimeline
Legend Capital Advisors LLC9,250$4.47M2.49%13F-HRTimeline
WEST BANCORPORATION INC9,248$4.47M2.34%+3013F-HRTimeline
Grant Private Wealth Management Inc9,242$4.47M2.7%+54613F-HRTimeline
Pointe Capital Management LLC9,213$4.46M2.21%-9613F-HRTimeline
WULFF, HANSEN & CO.9,201$4.45M3.73%-28013F-HRTimeline
Heritage Family Offices, LLP9,195$4.45M2.02%+37413F-HRTimeline
CORA CAPITAL ADVISORS LLC9,194$4.45M1.73%+51813F-HRTimeline
Kera Capital Partners, Inc.10,329$4.44M0.55%-92813F-HRTimeline
Drake & Associates, LLC9,184$4.44M0.88%-1,31413F-HRTimeline
Midwest Financial Group LLC9,183$4.44M1.96%-20113F-HRTimeline
Hidden Cove Wealth Management, LLC9,163$4.43M2.87%+42313F-HRTimeline
Everest Private Wealth9,162$4.43M2.47%+68813F-HRTimeline
Integrated Financial Solutions, Inc.9,157$4.43M3.15%+16213F-HRTimeline
NDVR, Inc.9,151$4.43M3.67%-34413F-HRTimeline
Lansing Street Advisors9,148$4.42M1.14%+10513F-HRTimeline
American Institute for Advanced Investm…9,145$4.42M2.84%-8013F-HRTimeline
Pullen Investment Management, LLC9,128$4.41M2.33%+4413F-HRTimeline
Select Asset Management & Trust9,128$4.41M1.37%-9413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,105$4.4M2%-13513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT9,098$4.4M2.06%-12213F-HRTimeline
Index Fund Advisors, Inc.9,095$4.4M0.21%-29013F-HRTimeline
PAX Financial Group, LLC9,086$4.39M0.76%+3413F-HRTimeline
CFO CAPITAL MANAGEMENT LLC9,074$4.39M3.29%13F-HRTimeline
PROVIDENT TRUST CO9,072$4.39M0.07%013F-HRTimeline
Brendel Financial Advisors LLC9,070$4.39M2.16%+25513F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV9,059$4.38M0.55%+6413F-HRTimeline
Valtinson Bruner Financial Planning LLC9,045$4.37M1.26%-1313F-HRTimeline
KEYVANTAGE WEALTH, LLC9,037$4.37M1.87%-54213F-HRTimeline
FIDUCIENT ADVISORS LLC9,024$4.36M0.54%+51313F-HRTimeline
FDx Advisors, Inc.9,006$4.36M2.22%-14513F-HRTimeline
DB&C Advisors, LLC9,004$4.35M5.46%13F-HRTimeline
Aldebaran Financial Inc.8,932$4.35M4.03%+17613F-HRTimeline
Syverson Strege & Co9,002$4.35M1.03%-6813F-HRTimeline
Tenere Capital LLC8,990$4.35M3.37%-52,77213F-HRTimeline
Pacific Point Advisors, LLC8,987$4.35M2.33%+46813F-HRTimeline
PKS Advisory Services, LLC8,982$4.34M0.99%+13513F-HRTimeline
LongView Wealth Management9,101$4.34M1.05%+6313F-HRTimeline
HT Partners LLC8,959$4.33M1.29%-913F-HRTimeline
Generation Capital Management LLC8,948$4.33M2.81%+12013F-HRTimeline
Providence Financial Advisors, LLC8,941$4.32M4.31%013F-HRTimeline
Impact Partnership Wealth, LLC8,937$4.32M0.55%+1,76613F-HRTimeline
BARRETT & COMPANY, INC.8,934$4.32M1.44%+58613F-HRTimeline
Farrell Financial LLC8,912$4.31M2.54%+16913F-HRTimeline
Fingerlakes Wealth Management, Inc.8,911$4.31M2.74%-1213F-HRTimeline
Lakehouse Capital Pty Ltd8,907$4.31M3.11%-56513F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.8,874$4.29M4.02%13F-HRTimeline
TD Capital Management LLC8,871$4.29M0.38%+52913F-HRTimeline
M.D. Sass, LLC8,870$4.29M0.34%+53613F-HRTimeline
Triumph Capital Management8,867$4.29M0.93%+2,18013F-HRTimeline
Talisman Wealth Advisors LLC8,833$4.29M3.33%-17613F-HRTimeline
Sterneck Capital Management, LLC8,860$4.28M1.93%+12513F-HRTimeline
Forty-three Eighteen Advisors, LLC8,854$4.28M3.33%13F-HRTimeline
Braeburn Wealth Management LLC8,849$4.28M2.19%13F-HRTimeline
Vigilare Wealth Management8,847$4.28M1.44%-16713F-HRTimeline
Palisades Hudson Asset Management, L.P.8,844$4.28M1.66%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,840$4.28M0.57%-25,62613F-HRTimeline
Cadent Capital Advisors, LLC8,831$4.27M1.13%-26013F-HRTimeline
Emissary Wealth LLC8,826$4.27M3.59%13F-HRTimeline
Financial Life Planners8,812$4.26M3.06%-8813F-HRTimeline
Range Advisory, LLC8,806$4.26M1.1%13F-HRTimeline
White Lighthouse Investment Management …8,805$4.26M0.59%+1,75713F-HRTimeline
Boomfish Wealth Group, LLC8,799$4.26M2.27%-23613F-HRTimeline
Rise Advisors, LLC8,791$4.25M1.52%-36513F-HRTimeline
Legacy Bridge, LLC8,789$4.25M1.73%+55613F-HRTimeline
Engineers Gate Manager LP8,789$4.25M0.05%-19,31213F-HRTimeline
Mascagni Wealth Management, Inc.8,786$4.25M3.17%+8813F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…8,782$4.25M5.88%-1,60013F-HRTimeline
McElhenny Sheffield Capital Management,…8,764$4.24M1.03%-4,29013F-HRTimeline
TICINO WEALTH8,758$4.24M1.57%13F-HRTimeline
Garner Asset Management Corp8,752$4.23M1.62%+11613F-HRTimeline
LJI Wealth Management, LLC8,741$4.23M0.65%+24713F-HRTimeline
SSA SWISS ADVISORS AG8,728$4.22M1.97%-17013F-HRTimeline
White Knight Strategic Wealth Advisors,…8,725$4.22M3.09%+59613F-HRTimeline
Riverbend Wealth Management, LLC8,712$4.21M2.65%+39013F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …8,708$4.21M3.78%-32813F-HRTimeline
Marin Bay Wealth Advisors, LLC8,708$4.21M2.41%13F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.8,705$4.21M2.32%013F-HRTimeline
Caitong International Asset Management …8,672$4.19M1.03%+5,72913F-HR/ATimeline
Barden Capital Management, Inc.8,665$4.19M3.44%-24813F-HRTimeline
Global Strategic Investment Solutions, …8,654$4.19M0.41%-3513F-HRTimeline
Tarbox Family Office, Inc.8,635$4.18M0.67%-47813F-HRTimeline
Values Added Financial LLC8,634$4.18M1.76%+63713F-HRTimeline
Partnership Wealth Management, LLC8,628$4.17M3%+20413F-HRTimeline
Sunburst Financial Group, LLC8,627$4.17M0.84%+21713F-HRTimeline
WILLNER & HELLER, LLC8,616$4.17M2.99%-913F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,613$4.17M2.45%-14413F-HRTimeline
Brucke Financial, Inc.8,589$4.15M2.27%+72813F-HRTimeline
Westhampton Capital, LLC8,588$4.15M1.96%-7013F-HRTimeline
Challenger Wealth Management8,588$4.15M3.17%-3813F-HRTimeline
Intrinsic Value Partners, LLC8,582$4.15M3.11%-4213F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD8,573$4.15M0.96%013F-HRTimeline
Silverleafe Capital Partners, LLC8,571$4.15M1.23%+47813F-HRTimeline
Essential Investment Partners LLC8,557$4.14M3.89%13F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.132,500$4.14M1%+115,16713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC8,540$4.13M2.63%13F-HRTimeline
Milestone Asset Management Group, LLC8,529$4.12M2.33%+1,00513F-HRTimeline
Seneschal Advisors, LLC8,520$4.12M3.03%-1,45013F-HRTimeline
Elevate Capital Advisors, LLC8,520$4.12M2.73%+67813F-HRTimeline
Morey & Quinn Wealth Partners, LLC8,501$4.11M2.95%+1213F-HRTimeline
STEADFAST CAPITAL MANAGEMENT LP8,500$4.11M0.07%-89,50013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP8,498$4.11M0.4%-58,10013F-HRTimeline
Flagship Capital Management Inc.8,488$4.1M2.9%13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP8,478$4.1M0.18%new13F-HRTimeline
Warren Street Wealth Advisors, LLC8,475$4.1M1.18%-1,76813F-HRTimeline
Kopp Family Office, LLC8,470$4.1M2.61%+1,74613F-HRTimeline
Alessandra Capital Management, LLC8,465$4.09M3.64%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC8,463$4.09M0.26%-55013F-HRTimeline
Atlatl Advisers LLC8,462$4.09M1.57%-1,32213F-HRTimeline
Monte Financial Group, LLC8,461$4.09M1.53%-20613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC8,453$4.09M0.2%-36213F-HRTimeline
Warwick Investment Management, Inc.8,440$4.08M0.63%+15113F-HRTimeline
Coston, McIsaac & Partners8,429$4.08M0.95%-6413F-HRTimeline
LWM Advisory Services, LLC8,423$4.07M2.39%-68013F-HRTimeline
Diversified Investment Strategies, LLC8,420$4.07M2.67%-20513F-HRTimeline
MKT Advisors LLC8,603$4.07M1.39%-10313F-HRTimeline
Vantage Financial Partners, LLC8,411$4.07M0.83%-20013F-HRTimeline
Seascape Capital Management8,402$4.06M1.15%+4,70113F-HRTimeline
Urban Wealth Management, LLC8,392$4.06M3.77%13F-HRTimeline
Medallion Wealth Advisors, LLC8,375$4.05M1.36%+71213F-HRTimeline
Trevian Wealth Management LLC8,371$4.05M1.92%+5113F-HRTimeline
Silver Grove Financial Group, Inc.8,354$4.04M3.5%+55613F-HRTimeline
Idaho Trust Co8,354$4.04M1.34%+4213F-HRTimeline
Twin Lakes Capital Management, LLC8,345$4.04M1.79%-4013F-HRTimeline
BLKBRD Asset Management, LP8,338$4.03M5.42%+6,48913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC10,227$4.03M2.42%+1,00913F-HRTimeline
McLaughlin Asset Management, Inc.8,329$4.03M3.6%13F-HRTimeline
Wealth Intelligence, LLC8,320$4.02M2%13F-HRTimeline
Johnson Bixby & Associates, LLC8,315$4.02M0.5%-15913F-HRTimeline
FINANCIAL CONSULATE, INC8,313$4.02M0.55%-7,87713F-HRTimeline
East Coast Asset Management, LLC.8,310$4.02M1.18%+77913F-HRTimeline
DIXON FNANCIAL SERVICES, INC.8,297$4.01M1.78%+5713F-HRTimeline
Jessup Wealth Management, Inc8,294$4.01M1.33%+14413F-HRTimeline
Coyle Financial Counsel LLC8,285$4.01M0.86%+1,67713F-HRTimeline
Catalina Capital Group, LLC8,281$4M2.46%-1,77013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC8,280$4M2.13%013F-HRTimelineGroup
TFB Advisors LLC8,277$4M1.12%+713F-HRTimeline
Rede Wealth, LLC8,270$4M1.39%-2,19513F-HRTimeline
Heritage Financial Services, LLC8,267$4M0.33%-87713F-HRTimeline
New Covenant Trust Company, N.A.8,452$4M3.61%+17913F-HRTimeline
Elmwood Wealth Management, Inc.8,259$3.99M1.26%+3213F-HRTimeline
IAM Advisory, LLC8,255$3.99M0.89%-18513F-HRTimeline
MAYPORT, LLC8,225$3.98M0.8%-91913F-HRTimeline
KDT Advisors, LLC8,225$3.98M5.58%+21713F-HRTimeline
Burton Enright Welch8,205$3.97M0.56%+34213F-HRTimeline
Oliver Luxxe Assets LLC8,205$3.97M0.6%-51113F-HRTimeline
FCA CORP /TX8,200$3.97M1.12%-9513F-HRTimeline
Camarda Financial Advisors, LLC8,192$3.96M1.51%-28813F-HRTimeline
Rockbridge Investment Management, LCC8,191$3.96M0.37%-9413F-HRTimeline
Vantus Wealth LLC8,180$3.96M2.91%13F-HRTimeline
CastleKnight Management LP8,180$3.96M0.23%+2,00013F-HRTimeline
Safeguard Investment Advisory Group, LLC8,167$3.95M1.01%-65613F-HRTimeline
Balance Wealth Partners LLC8,163$3.95M1.27%+55213F-HRTimeline
Verum Partners LLC8,156$3.94M0.8%-36213F-HRTimeline
Morangie Management LLC8,156$3.94M3.15%+39313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC8,233$3.94M0.37%-1,36913F-HRTimeline
Aster Capital Management (DIFC) Ltd8,146$3.94M1.73%+8,12213F-HRTimeline
Vines Capital Management, LLC8,139$3.94M3.84%13F-HRTimeline
TPG Advisors LLC8,132$3.93M2.45%+2213F-HRTimeline
Rooted Wealth Advisors, Inc.9,495$3.93M1.11%+2,62113F-HRTimeline
Aspen Capital Management, LLC8,128$3.93M0.97%+3213F-HRTimeline
Financial & Tax Architects, LLC8,123$3.93M0.88%+23813F-HRTimeline
Argo Wealth Advisory, LLC8,121$3.93M2.35%13F-HRTimeline
MOTIVE WEALTH ADVISORS8,121$3.93M1.67%-4813F-HRTimeline
Oak Barrel Wealth Advisory LLC8,120$3.93M2.35%13F-HRTimeline
Betterment LLC8,117$3.93M0.01%+1,33513F-HRTimeline
August Group Capital Ltd8,118$3.93M4.36%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,113$3.92M0.29%-7,78613F-HRTimeline
Farrow Financial, Inc.8,112$3.92M2.25%-32313F-HRTimeline
Oak Grove Capital LLC8,101$3.92M0.78%+52113F-HRTimeline
Ifrah Financial Services, Inc.8,101$3.92M1.01%-18413F-HRTimeline
AMERIFLEX GROUP, INC.8,101$3.92M2.03%-4,42313F-HRTimeline
Rinkey Investments8,096$3.92M0.99%+1,36013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC8,095$3.91M3.1%-2,71013F-HRTimeline
Mascoma Wealth Management LLC8,093$3.91M0.84%-2413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …8,089$3.91M0.53%+20613F-HRTimeline
Burns Matteson Capital Management, LLC8,069$3.9M1.57%-67613F-HRTimeline
Human Investing LLC8,069$3.9M0.55%+36313F-HRTimeline
Family Capital Management, Inc.8,048$3.89M1.73%+19613F-HRTimeline
GR FINANCIAL GROUP, LLC8,044$3.89M0.87%+1,56813F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC8,038$3.89M1.58%-30013F-HRTimeline
First Citizens Financial Corp8,023$3.88M1.92%-53913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,003$3.87M1.03%-35013F-HRTimeline
Forest Hill Capital, LLC8,000$3.87M1.98%013F-HRTimeline
ION Fund Management Ltdin group ION Fund Management Ltd8,000$3.87M0.49%13F-HRTimelineGroup
Prosperity Bancshares Inc7,990$3.86M3.49%13F-HRTimeline
Firestone Capital Management7,985$3.86M0.82%+8013F-HRTimeline
Cherry Tree Wealth Management, LLC7,977$3.86M0.81%+35713F-HRTimeline
GRACE & WHITE INC /NY7,975$3.86M0.69%013F-HRTimeline
Red Wave Investments LLC7,968$3.85M1.15%-1213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC7,959$3.85M1.93%+75313F-HRTimeline
Arlington Trust Co LLCgroup of 2 filers holding7,958$3.85M-29,568Timeline
ALONGSIDE, LLC7,956$3.85M1.28%13F-HRTimeline
BigSur Wealth Management LLC7,950$3.84M0.93%+3713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC7,946$3.84M2.55%+1313F-HRTimeline
Davidson Capital Management Inc.7,927$3.83M0.83%+20313F-HRTimeline
Park Edge Advisors, LLC7,925$3.83M0.87%-85213F-HRTimeline
Legacy Wealth Advisors, LLC7,916$3.83M2.53%13F-HRTimeline
Haven Capital Group, Inc.7,911$3.83M3.59%-26613F-HRTimeline
Old North State Wealth Management, LLC7,887$3.83M1.8%-30813F-HRTimeline

Events

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

    Accepted , ingested