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Disclosery

MSFT MICROSOFT CORP

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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
Capitol Family Office, Inc.6,796$2.55M3.61%-2,13113F-HR/ATimeline
Summit Wealth Partners, LLC6,791$2.55M0.52%+1713F-HRTimeline
FOCUS Wealth Advisors, LLC6,784$2.55M1.41%+2713F-HRTimeline
Kennon-Green & Company, LLC6,777$2.54M2.08%+5813F-HRTimeline
Ted Buchan & Co6,771$2.54M1.2%+1913F-HRTimeline
Westshore Wealth, LLC6,763$2.54M1.07%-1513F-HRTimeline
Nabity-Jensen Investment Management Inc6,762$2.54M2.02%+3413F-HRTimeline
Parkside Advisors LLC6,761$2.54M0.61%-413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,757$2.54M0.81%-44613F-HRTimeline
GROUP ONE TRADING LLC6,739$2.53M0.11%+5,73513F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,734$2.53M1.96%+15913F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,723$2.52M1.37%-6413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,723$2.52M0.99%-913F-HRTimeline
Smith Thornton Advisors LLC6,709$2.52M1.57%+6513F-HRTimeline
Millington Financial Advisors, LLC6,483$2.52M1.55%+37213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,706$2.52M0.68%-62613F-HRTimeline
S. R. Schill & Associates6,698$2.51M2%-1,40313F-HRTimeline
Greenspring Advisors, LLC6,697$2.51M0.6%+73313F-HRTimeline
WealthCare Investment Partners, LLC6,983$2.51M1.06%+1713F-HRTimeline
Strive Asset Management, LLC6,674$2.51M1.74%+23113F-HR/ATimeline
EAGLE WEALTH STRATEGIES LLC6,672$2.5M1.54%+12313F-HRTimeline
SUTTON PLACE INVESTORS LLC6,669$2.5M1.68%-1,15313F-HRTimeline
Eldridge Investment Advisors, Inc.6,663$2.5M0.58%-21713F-HRTimeline
Professional Financial Advisors, LLC6,662$2.5M0.64%+19713F-HRTimeline
Kopp Family Office, LLC6,652$2.5M1.73%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,651$2.5M1.6%+45813F-HRTimeline
Brady Martz Wealth Solutions, LLC6,650$2.5M0.57%+9513F-HRTimeline
Fielder Capital Group LLC6,649$2.5M0.72%+61113F-HRTimeline
FNY Investment Advisers, LLC6,650$2.5M1.52%+5,99013F-HRTimeline
Nicholson Wealth Management Group, LLC6,648$2.5M1.64%+32013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6,633$2.49M1.01%+4713F-HRTimeline
Fosun International Ltd6,633$2.49M0.7%+2313F-HRTimeline
Morangie Management LLC6,630$2.49M2.44%-59113F-HRTimeline
Parvin Asset Management, LLC6,630$2.49M2.79%+23513F-HRTimeline
Black Diamond Financial, LLC6,628$2.49M0.37%-1613F-HRTimeline
CVFG LLC6,627$2.49M2.26%+15713F-HRTimeline
Gen-Wealth Partners Inc6,609$2.48M1.04%+19813F-HRTimeline
TradeWell Securities, LLC.6,609$2.48M1.37%+89613F-HRTimeline
ADE, LLC6,606$2.48M1.43%-3313F-HRTimeline
CHB Investment Group, LLC6,602$2.48M1.32%+12113F-HRTimeline
Mission Financial Group, LLC6,687$2.48M2.29%13F-HRTimeline
Total Wealth Planning & Management, Inc.6,589$2.47M2.54%-4613F-HRTimeline
SHAKER INVESTMENTS LLC/OH6,587$2.47M1.19%-4,10513F-HRTimeline
Burton Enright Welch6,578$2.47M0.5%-6413F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,575$2.47M0.55%-82713F-HRTimeline
Copperleaf Capital, LLC6,575$2.47M1.48%+10413F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,574$2.47M0.3%-8613F-HRTimeline
Optimist Retirement Group LLC6,571$2.47M1.23%-9,66213F-HRTimeline
Horst & Graben Wealth Management LLC6,561$2.46M0.44%+31713F-HRTimeline
Tortoise Investment Management, LLC6,558$2.46M0.26%-3,73513F-HR/ATimeline
Braun-Bostich & Associates Inc.6,552$2.46M1.82%-46013F-HRTimeline
Malaga Cove Capital, LLC6,541$2.46M1.06%+1,56313F-HRTimeline
Intrepid Financial Planning Group LLC6,532$2.45M1.14%-15413F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC6,532$2.45M1.9%+7113F-HRTimeline
STAR Financial Bank6,532$2.45M1.8%-61413F-HRTimeline
Davis Capital Management6,532$2.45M1.95%+1,45513F-HRTimeline
Family Capital Management, Inc.6,531$2.45M1.51%+29813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC6,518$2.45M1.9%-14013F-HRTimeline
Berkshire Money Management, Inc.6,510$2.44M0.27%-1,28513F-HRTimeline
Sharkey, Howes & Javer6,504$2.44M0.35%-26313F-HRTimeline
Gruss & Co., LLC6,500$2.44M10.64%-1,50013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,493$2.44M0.6%-1,94413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,489$2.44M2.09%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC6,487$2.44M1.39%-1,13213F-HRTimeline
Summit Wealth Group, LLC6,483$2.43M0.71%-4513F-HRTimeline
VSM Wealth Advisory, LLC6,483$2.43M0.87%-2213F-HRTimeline
White Lighthouse Investment Management …6,478$2.43M0.43%+22113F-HRTimeline
CWC Advisors, LLC.6,477$2.43M1.38%+2,62613F-HRTimeline
Optivise Advisory Services LLC6,472$2.43M1.36%+18113F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT6,463$2.43M1.23%-14913F-HRTimeline
Values Added Financial LLC6,460$2.43M1.34%-44813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,459$2.42M0.66%-5713F-HRTimeline
Delta Global Management LP6,454$2.42M0.17%-116,41713F-HRTimeline
FIDUCIENT ADVISORS LLC6,449$2.42M0.3%-5,30413F-HRTimeline
RoundAngle Advisors LLC6,445$2.42M2.22%+9813F-HRTimeline
Hopwood Financial Services, Inc.6,440$2.42M1.87%+19213F-HRTimeline
Elmwood Wealth Management, Inc.6,436$2.42M0.99%-12413F-HRTimeline
One Charles Private Wealth Services, LLC6,430$2.41M0.78%+12413F-HRTimeline
Per Stirling Capital Management, LLC.6,429$2.41M0.35%-24013F-HRTimeline
RVW Wealth, LLC6,429$2.41M0.23%-32513F-HRTimeline
Requisite Capital Management, LLC6,423$2.41M0.54%-2,26413F-HRTimeline
Measured Wealth Private Client Group, L…6,422$2.41M0.77%-60113F-HRTimeline
Hickory Point Bank & Trust6,416$2.41M2.12%+41113F-HRTimeline
WealthCollab, LLC6,414$2.41M1.49%+2213F-HRTimeline
Fiduciary Wealth Partners, LLC6,411$2.41M2.08%13F-HRTimeline
Tennessee Valley Asset Management Partn…6,408$2.41M0.39%-18713F-HRTimeline
Shira Ridge Wealth Management6,407$2.4M1.2%+13313F-HRTimeline
Atlas Wealth Partners, LLC6,405$2.4M2.96%-3213F-HRTimeline
Hexagon Capital Partners LLC6,397$2.4M0.45%-8913F-HRTimeline
Aveo Capital Partners, LLC5,537$2.4M0.4%-5,39013F-HRTimeline
Balentine LLC6,384$2.4M0.1%+2,57813F-HRTimeline
Creekside Partners6,383$2.4M1.25%+5913F-HRTimeline
Ninepoint Partners LP6,380$2.39M0.42%-52913F-HRTimeline
Wolff Financial Management LLC6,376$2.39M0.66%+113F-HRTimeline
Driehaus Capital Management LLC6,361$2.39M0.02%+1,25713F-HRTimeline
Neumann Capital Management, LLC6,352$2.38M0.82%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,341$2.38M1.11%+38813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,334$2.38M0.94%-25513F-HRTimeline
ACORN CREEK CAPITAL LLC6,334$2.38M1.19%-41813F-HRTimeline
Matrix Trust Co6,332$2.38M0.4%+25913F-HRTimeline
Towercrest Capital Management6,326$2.37M0.45%-4,60613F-HRTimeline
BIRCHBROOK, INC.6,326$2.37M1.33%+2313F-HRTimeline
Three Bridge Wealth Advisors, LLC6,325$2.37M0.83%+9313F-HRTimeline
Lighthouse Financial LLC6,324$2.37M2.05%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,322$2.37M1.82%+15013F-HRTimeline
Aurdan Capital Management, LLC6,319$2.37M0.89%-5013F-HRTimeline
Pasadena Private Wealth, LLC6,311$2.37M0.46%+2,39213F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC6,310$2.37M1.68%+36213F-HRTimeline
Talon Private Wealth, LLC6,228$2.37M0.32%+62313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.6,297$2.36M0.41%+213F-HRTimeline
Pathway Financial Advisors LLC6,294$2.36M0.43%-2413F-HRTimeline
Horan Securities, Inc.6,291$2.36M0.89%-41513F-HRTimeline
WestHill Financial Advisors, Inc.6,290$2.36M0.54%-51113F-HRTimeline
Carrera Capital Advisors6,285$2.36M0.52%+60113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC6,412$2.36M0.31%-21813F-HRTimeline
USAdvisors Wealth Management, LLC6,279$2.36M0.82%+57713F-HRTimeline
G&S Capital LLC6,278$2.36M1%+9113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,277$2.36M0.37%-37513F-HRTimeline
TrueWealth Financial Partners6,274$2.36M1.42%-5013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA6,271$2.35M1.84%+5013F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,260$2.35M0.87%-6513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC6,257$2.35M0.62%new13F-HRTimelineGroup
Blackston Financial Advisory Group, LLC6,238$2.34M1.59%-5,01713F-HR/ATimeline
Wood Tarver Financial Group, LLC6,237$2.34M0.76%+8013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC6,229$2.34M0.73%+26213F-HRTimeline
Ridgewood Investments LLC6,223$2.34M1.09%+2,02413F-HRTimeline
Hummer Financial Advisory Services Inc6,219$2.33M1.9%+12013F-HRTimeline
Tandem Investment Partners LLC6,218$2.33M2.31%-1013F-HRTimeline
Facet Wealth, Inc.5,351$2.33M0.06%+10913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,215$2.33M1.24%+10013F-HRTimeline
NIA IMPACT ADVISORS, LLC6,214$2.33M0.87%-59013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,211$2.33M1.86%-23313F-HRTimelineGroup
Fortitude Family Office, LLC6,200$2.33M0.83%-2,30213F-HRTimeline
ABOUND FINANCIAL, LLC6,199$2.33M1.18%-21913F-HRTimeline
PENNINGTON PARTNERS & CO., LLC6,182$2.32M1.33%-3,44313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,168$2.32M0.08%-1,76013F-HRTimelineGroup
STEVENS CAPITAL MANAGEMENT LP6,162$2.31M0.57%-6,71213F-HRTimeline
LFA - Lugano Financial Advisors SA6,161$2.31M1.57%+18613F-HRTimeline
MorganRosel Wealth Management, LLC6,145$2.31M0.7%-213F-HRTimeline
Seed Wealth Management, Inc.6,142$2.31M1.88%-2013F-HRTimeline
Community Bank of Raymore6,133$2.3M1.86%+79213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.6,133$2.3M1.75%-67513F-HRTimeline
X-Square Capital, LLC6,127$2.3M0.99%-3113F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC6,120$2.3M1.56%+35513F-HRTimeline
B&D White Capital Company, LLC6,120$2.3M0.34%+3,79213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,117$2.3M2.07%+98713F-HRTimeline
Prairie Wealth Advisors, Inc.6,115$2.3M1.13%-10813F-HRTimeline
Trevian Wealth Management LLC6,110$2.29M1.63%-17113F-HRTimeline
Prostatis Group LLC6,104$2.29M0.72%+9713F-HRTimeline
CogentBlue Wealth Advisors, LLC6,103$2.29M2.01%-6,23913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC6,103$2.29M0.99%-29413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,075$2.28M0.43%+18313F-HRTimeline
Rooted Wealth Advisors, Inc.6,334$2.28M0.98%-4013F-HRTimeline
Arista Wealth Management, LLC6,062$2.28M0.55%+5813F-HRTimeline
Beaird Harris Wealth Management, LLC6,057$2.27M0.19%-24913F-HRTimeline
Defined Financial Planning LLC5,937$2.27M2.3%-1,19313F-HRTimeline
CURA WEALTH ADVISORS, LLC6,043$2.27M0.92%+1,46313F-HRTimeline
Clifford Group, LLC6,041$2.27M2.12%-16313F-HRTimeline
Security Financial Services, INC.6,040$2.27M0.45%+1113F-HRTimeline
PEOPLES BANK /OH6,031$2.26M1.49%-1,41413F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA6,031$2.26M0.15%+3513F-HRTimeline
Betterment LLC6,027$2.26M0.01%-5013F-HRTimeline
Guild Investment Management, Inc.6,023$2.26M2.38%-713F-HRTimeline
TLWM6,021$2.26M0.45%+13213F-HRTimeline
Integras Partners LLC6,019$2.26M2.04%+113F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$2.25M0.32%013F-HRTimeline
Greenbush Financial Group, LLC5,995$2.25M1.12%+32613F-HRTimeline
Quartz Partners, LLC5,989$2.25M1.37%-67913F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,979$2.24M0.84%+42913F-HRTimelineGroup
Lipe & Dalton5,978$2.24M1.26%-49513F-HRTimeline
Net Worth Advisory Group5,973$2.24M0.71%+19313F-HRTimeline
IFG Advisors, LLC5,964$2.24M0.43%+413F-HRTimeline
US FINANCIAL ADVISORS, LLC5,944$2.23M0.66%+44713F-HRTimeline
Grant Private Wealth Management Inc5,984$2.23M2.41%-813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,941$2.23M2.1%+34313F-HRTimeline
Johnson & White Wealth Management, LLC5,939$2.23M1.25%+10713F-HRTimeline
PCG Wealth Advisors, LLC5,934$2.23M0.78%-91613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC5,927$2.22M0.42%-91613F-HRTimelineGroup
Hara Capital LLC5,922$2.22M1.5%-84013F-HRTimeline
Waterway Wealth Management, LLC5,917$2.22M0.93%+1,20813F-HRTimeline
Pineridge Advisors LLC5,916$2.22M0.87%-9,16713F-HRTimeline
Promus Capital, LLC5,915$2.22M1.68%+13613F-HR/ATimeline
Magnolia Private Wealth, LLC5,911$2.22M1.88%+75313F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC5,883$2.21M0.46%-13713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,873$2.2M0.31%+26713F-HRTimeline
Valtinson Bruner Financial Planning LLC5,873$2.2M0.75%+15313F-HRTimeline
Garrett Wealth Advisory Group, LLC5,872$2.2M0.49%+1,84213F-HRTimeline
Ascent Capital Management, LLC5,868$2.2M2.22%+4613F-HRTimeline
Antonelli Financial Advisors, LLC5,862$2.2M1.77%-59813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,856$2.2M1.67%-3213F-HRTimeline
Rinkey Investments5,855$2.2M0.7%+5513F-HRTimeline
Ruggaard & Associates LLC5,855$2.2M0.96%-40013F-HRTimeline
Paulson Wealth Management Inc.5,854$2.2M0.62%-20313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC5,854$2.2M1.54%+1,02513F-HRTimeline
Meriwether Wealth & Planning, LLC5,850$2.2M1.43%+74713F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC5,849$2.2M1.02%-2,90013F-HRTimeline
Innova Wealth Partners5,847$2.2M1.36%+8613F-HRTimeline
Ulland Investment Advisors, LLC5,838$2.19M1.83%-90413F-HRTimeline
CMG Global Holdings, LLC5,659$2.19M1.43%-1,40813F-HRTimeline
Painted Porch Advisors LLC5,808$2.18M0.91%-8413F-HRTimeline

Events

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

    Accepted , ingested