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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

5,783 managers (5,867 13F filers) reported a position in MSFT shares at 2025-09-30, 5,328,714,470 shares in all. 112 filers opened a position and 61 filers sold out during the quarter.

Managers
5,783
13F filers
5,867
New
112
Added
2,618
Reduced
2,585
Sold out
61
Shares held by filers
5,328,714,470

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Atlas Private Wealth Advisors6,957$3.6M0.88%-8,30713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,954$3.6M2.38%+6613F-HRTimeline
TrueWealth Financial Partners6,944$3.6M1.84%013F-HRTimeline
Fortitude Family Office, LLC6,938$3.59M0.97%-7013F-HRTimeline
Northern Capital Management, Inc.6,932$3.59M1.95%-8313F-HRTimeline
Evergreen Wealth Management, LLC6,925$3.59M1.88%-1,62113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,917$3.58M1.18%-6713F-HRTimeline
KINTRA WEALTH, LLC6,912$3.58M2.02%+8713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC6,908$3.58M1.67%+1913F-HRTimeline
Pathway Financial Advisors LLC6,903$3.58M0.48%+62213F-HRTimeline
Plan A Wealth LLC6,900$3.57M1.82%+47713F-HRTimeline
Westfuller Advisors, LLC6,896$3.57M1.62%+2,96513F-HRTimeline
AllSquare Wealth Management LLC6,884$3.57M1.88%+4613F-HRTimeline
Smith Thornton Advisors LLC6,882$3.56M1.87%+12213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,871$3.56M1.5%+44013F-HRTimeline
Horst & Graben Wealth Management LLC6,867$3.56M0.54%+14013F-HRTimeline
Rooted Wealth Advisors, Inc.6,874$3.56M1.08%+47113F-HRTimeline
Professional Financial Advisors, LLC6,864$3.56M0.75%+15013F-HRTimeline
Merrion Investment Management Co, LLC6,861$3.55M2.04%013F-HRTimeline
Carter Financial Group, INC.6,857$3.55M2.15%+18013F-HRTimeline
SYNTAX RESEARCH, INC.6,855$3.55M2.28%+313F-HRTimeline
Navalign, LLC6,847$3.55M0.94%+12813F-HRTimeline
Boreal Capital Management LLC6,828$3.54M2.85%+9413F-HRTimeline
Kennon-Green & Company, LLC6,821$3.53M2.74%+713F-HRTimeline
Gen-Wealth Partners Inc6,819$3.53M1.19%+30513F-HRTimeline
Lighthouse Financial LLC6,814$3.53M2.33%+89013F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA6,810$3.53M0.85%013F-HRTimeline
STAR Financial Bank6,794$3.52M2.08%+62713F-HRTimeline
Betterment LLC6,782$3.51M0.01%+54413F-HRTimeline
Birchcreek Wealth Management, LLC6,781$3.51M1.81%-16413F-HRTimeline
Tributary Capital Management, LLC6,780$3.51M0.32%-1,31713F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC6,780$3.51M1.98%+56813F-HRTimeline
ADE, LLC6,772$3.51M1.77%+43113F-HRTimeline
Fearless Solutions, LLC dba Best Invest6,769$3.51M2.25%-3113F-HRTimeline
Nabity-Jensen Investment Management Inc6,769$3.51M2.43%013F-HRTimeline
Summit Wealth Partners, LLC6,767$3.5M0.63%+113F-HRTimeline
Westshore Wealth, LLC6,765$3.5M1.2%-113F-HRTimeline
AllGen Financial Advisors, Inc.6,755$3.5M0.86%-61613F-HRTimeline
Tandem Investment Partners LLC6,753$3.5M2.87%+16813F-HRTimeline
Davis Capital Management6,752$3.5M2.42%13F-HRTimeline
Rinkey Investments6,736$3.49M0.93%+313F-HRTimeline
Live Oak Investment Partners6,727$3.48M2.31%-17513F-HR/ATimeline
PRIMORIS WEALTH ADVISORS, LLC6,727$3.48M2.22%+413F-HRTimeline
FOCUS Wealth Advisors, LLC6,725$3.48M1.67%-2213F-HRTimeline
Kopp Family Office, LLC6,724$3.48M2.27%013F-HRTimeline
MRP Capital Investments, LLC6,967$3.47M2.98%-1,47513F-HR/ATimeline
Triumph Capital Management6,687$3.46M0.93%-17313F-HR/ATimeline
S. R. Schill & Associates6,659$3.45M2.42%-1613F-HRTimeline
Round Hill Asset Management6,646$3.44M2.27%-1,03513F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC6,643$3.44M0.23%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC6,643$3.44M1.71%+21013F-HRTimeline
WealthCollab, LLC6,635$3.44M1.58%013F-HRTimeline
Gunderson Capital Management LLC6,628$3.43M1.26%+34713F-HRTimeline
Blackston Financial Advisory Group, LLC6,628$3.43M2.04%-3913F-HR/ATimeline
Alexander Randolph Advisory, Inc.6,623$3.43M2.83%-86713F-HRTimeline
Laidlaw Wealth Management LLC6,623$3.43M8.18%+11213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC6,612$3.42M0.94%+20913F-HRTimeline
Verde Capital Management6,609$3.42M0.76%+2,22213F-HRTimeline
Coyle Financial Counsel LLC6,608$3.42M0.79%+1,10313F-HRTimeline
Tennessee Valley Asset Management Partn…6,592$3.41M0.46%+5,20213F-HRTimeline
Carrera Capital Advisors6,591$3.41M0.61%+22213F-HRTimeline
Capitol Family Office, Inc.6,590$3.41M4.14%-2413F-HRTimeline
Alliance Wealth Management Group6,571$3.4M0.76%+81713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC6,558$3.4M1.17%-5213F-HRTimeline
Arkos Global Advisors6,550$3.39M0.43%+3,69113F-HRTimeline
Parvin Asset Management, LLC6,547$3.39M3%+17713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,543$3.39M0.43%+41613F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding6,542$3.39M+1,143Timeline
ELEVATION WEALTH PARTNERS, LLC6,534$3.38M1.22%+54013F-HR/ATimeline
Greenbush Financial Group, LLC6,514$3.37M1.29%+24913F-HRTimeline
CMG Global Holdings, LLC6,570$3.37M1.65%+9113F-HRTimeline
IRON Financial LLC6,510$3.37M1.61%-27513F-HRTimeline
Security Financial Services, INC.6,510$3.37M0.55%+14513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,509$3.37M2.59%+2013F-HRTimeline
Wolff Financial Management LLC6,491$3.36M0.78%+1113F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC6,483$3.36M1.06%013F-HRTimeline
Fermata Advisors, LLC6,482$3.36M0.85%-1,36113F-HRTimeline
One Charles Private Wealth Services, LLC6,482$3.36M0.88%-20613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,479$3.36M2.08%+31313F-HRTimeline
GR FINANCIAL GROUP, LLC6,476$3.35M0.78%+1,36513F-HRTimeline
RFG Holdings, Inc.6,466$3.35M0.86%+79013F-HRTimeline
Schorn Wealth LLC6,462$3.35M1.02%-16713F-HRTimeline
Curran Financial Partners, LLC6,460$3.35M0.66%+12813F-HRTimeline
Braun-Bostich & Associates Inc.6,459$3.35M2.11%-2713F-HRTimeline
Summit Wealth Group, LLC6,436$3.33M0.81%-21613F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd6,435$3.33M0.68%new13F-HRTimelineGroup
DecisionPoint Financial, LLC6,412$3.33M0.78%-2,03113F-HRTimeline
Promus Capital, LLC6,428$3.33M2.12%-713F-HRTimeline
VSM Wealth Advisory, LLC6,424$3.33M1.03%-5913F-HRTimeline
Community Bank of Raymore6,423$3.33M2.3%-3013F-HRTimeline
Shira Ridge Wealth Management6,412$3.32M1.41%+213F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC6,409$3.32M0.06%-63613F-HRTimeline
TriaGen Wealth Management LLC6,404$3.32M0.87%-7113F-HRTimeline
Optimist Retirement Group LLC6,398$3.31M1.5%-3513F-HRTimeline
Constant Guidance Financial LLC6,396$3.31M2.65%+1,90613F-HRTimeline
Financial Management Professionals, Inc.6,393$3.31M0.34%+30713F-HRTimeline
BLALOCK WILLIAMS, LLC6,386$3.31M2.9%+51913F-HRTimeline
LFA - Lugano Financial Advisors SA6,381$3.31M1.74%-9013F-HRTimeline
RoundAngle Advisors LLC6,375$3.3M2.56%-7913F-HRTimeline
N.E.W. Advisory Services LLC6,364$3.3M0.29%-24313F-HRTimeline
Intrepid Financial Planning Group LLC6,364$3.3M1.26%-14413F-HRTimeline
BIRCHBROOK, INC.6,362$3.3M1.7%-3013F-HRTimeline
Centennial Wealth Advisory LLC6,357$3.29M0.92%+76913F-HRTimeline
Aurdan Capital Management, LLC6,354$3.29M1.05%-6713F-HRTimeline
Matrix Trust Co6,348$3.29M0.51%-21613F-HRTimeline
JTC Employer Solutions Trustee Ltd6,345$3.29M0.28%+31313F-HRTimeline
Hickory Point Bank & Trust6,339$3.28M2.45%-6713F-HRTimeline
MBA Advisors LLC6,339$3.28M1.4%-15113F-HRTimeline
IFG Advisors, LLC6,338$3.28M0.54%+3313F-HRTimeline
Aspen Wealth Strategies, LLC6,335$3.28M1.84%+4013F-HRTimeline
FreeGulliver LLC6,332$3.28M1.47%+4,24313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,332$3.28M1.3%+4713F-HRTimeline
Hopwood Financial Services, Inc.6,331$3.28M2.19%+1413F-HRTimeline
RD Lewis Holdings, Inc.6,405$3.27M3.07%+1713F-HRTimeline
GK Wealth Management LLC6,319$3.27M2.43%-11613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES6,319$3.27M1.26%-30113F-HRTimeline
G&S Capital LLC6,319$3.27M1.21%+7613F-HRTimeline
Sharkey, Howes & Javer6,316$3.27M0.42%-3813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC6,314$3.27M1.43%+1,46013F-HRTimeline
Beaird Harris Wealth Management, LLC6,312$3.27M0.23%-5113F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,312$3.27M2.26%013F-HRTimeline
Precision Wealth Strategies, LLC6,304$3.27M1.06%-38313F-HRTimeline
WestHill Financial Advisors, Inc.6,295$3.26M0.64%-613F-HRTimeline
Spectrum Planning & Advisory Services I…6,291$3.26M1.84%+9513F-HRTimeline
DOHENY ASSET MANAGEMENT /CA6,291$3.26M2.07%-1013F-HRTimeline
Traub Capital Management LLC6,289$3.26M3.22%+7613F-HRTimeline
Net Worth Advisory Group6,286$3.26M0.94%-4,13013F-HRTimeline
ACORN CREEK CAPITAL LLC6,285$3.26M1.23%-3313F-HRTimeline
Hofer & Associates. Inc6,279$3.25M1.86%+1,99313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK6,254$3.24M0.42%+213F-HRTimelineGroup
MorganRosel Wealth Management, LLC6,253$3.24M0.84%+53513F-HRTimeline
Hummer Financial Advisory Services Inc6,229$3.23M2.35%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,227$3.23M2.06%+3413F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC6,223$3.22M1.24%+33313F-HRTimeline
CORTLAND ASSOCIATES INC/MO6,223$3.22M0.38%-44013F-HRTimeline
Three Bridge Wealth Advisors, LLC6,221$3.22M0.83%-5,31013F-HRTimeline
Wood Tarver Financial Group, LLC6,220$3.22M0.95%-16013F-HRTimeline
X-Square Capital, LLC6,209$3.22M1%+9113F-HRTimeline
Vivid Wealth Management, LLC6,205$3.21M1.28%-61613F-HRTimeline
WINCAP FINANCIAL LLC6,197$3.21M2.22%+22613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC6,184$3.2M1.47%+30013F-HRTimeline
Meritas Wealth Management, LLC6,181$3.2M1.59%+1,42813F-HRTimeline
CastleKnight Management LP6,180$3.2M0.17%-1,00013F-HRTimeline
Palacios Wealth Management, LLC6,173$3.2M2.11%+72613F-HRTimeline
Lantern Wealth Advisors, LLC6,172$3.2M1.7%-16813F-HRTimeline
Armor Investment Advisors, LLC6,171$3.2M1.01%+5213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,164$3.19M0.55%+14613F-HRTimeline
Magnolia Private Wealth, LLC6,159$3.19M2.34%+26013F-HRTimeline
TABLEAUX LLC6,156$3.19M1.28%-2,20313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC6,154$3.19M2.39%+6513F-HRTimeline
Abound Wealth Management6,150$3.19M0.8%+12813F-HRTimeline
CHASE INVESTMENT COUNSEL CORP6,150$3.19M0.94%+9113F-HRTimeline
Meadowbrook Wealth Management, LLC6,136$3.18M3.3%13F-HRTimeline
FORMULATE FINANCIAL LLC6,129$3.17M3.94%13F-HRTimeline
Caerus Investment Advisors, LLC6,126$3.17M1.3%+3,67713F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA6,126$3.17M0.2%013F-HRTimeline
ARK Investment Management LLCin group ARK Investment Management LLC6,124$3.17M0.02%+3,51313F-HRTimelineGroup
Truxt Investmentos Ltda.6,124$3.17M4.45%13F-HR/ATimeline
Stonegate Management LLC6,114$3.17M2.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Castle Hook Partners LP6,113$3.17M0.05%-1,04613F-HRTimeline
Strathmore Capital Advisors, Inc.6,107$3.16M1.3%+17413F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT6,094$3.16M1.51%-11613F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.6,079$3.15M0.48%+60113F-HRTimeline
CLARIS ADVISORS, LLC / MO /6,326$3.15M1.09%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …6,075$3.15M1.77%-39413F-HRTimeline
Innova Wealth Partners6,072$3.14M1.7%+15213F-HRTimeline
Sanchez Wealth Management Group6,058$3.14M0.7%-513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV6,068$3.14M2.52%-1613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.6,052$3.13M2.07%-9313F-HRTimeline
Copperleaf Capital, LLC6,048$3.13M1.5%-25513F-HRTimeline
Disciplined Investors, L.L.C.6,043$3.13M2.23%+77113F-HRTimeline
Heck Capital Advisors, LLC6,041$3.13M0.24%+24513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.6,038$3.13M0.86%-21213F-HRTimeline
KOM Wealth Management Group, LLC6,035$3.13M2.36%-40313F-HRTimeline
Guild Investment Management, Inc.6,023$3.12M2.48%013F-HRTimeline
Milestones Private Investment Advisors …6,022$3.12M2.13%-2213F-HRTimeline
Paulson Wealth Management Inc.6,012$3.11M0.74%-13813F-HRTimeline
Ascent Capital Management, LLC6,007$3.11M2.48%+9513F-HRTimeline
Gruss & Co., LLC6,000$3.11M8.1%+3,00013F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$3.11M0.38%013F-HRTimeline
Bramshill Investments, LLC6,000$3.11M0.21%+2,94313F-HRTimeline
Avanda Investment Management Pte. Ltd.6,000$3.11M2.45%013F-HRTimeline
Birnam Oak Advisors, LP6,000$3.11M0.76%013F-HRTimeline
PCG Wealth Advisors, LLC5,995$3.11M0.9%+3513F-HRTimeline
Defined Financial Planning LLC5,912$3.1M2.57%-21913F-HRTimeline
Measured Wealth Private Client Group, L…5,975$3.09M0.83%-62713F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …5,972$3.09M0.17%-32513F-HRTimelineGroup
Arrowroot Family Office, LLC5,957$3.09M1.23%+13813F-HRTimeline
Denver PWM, LLC6,200$3.08M0.96%013F-HRTimeline
Saiph Capital, LLC5,945$3.08M1.11%+44513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC5,941$3.08M1.21%-12413F-HRTimeline
Smart Money Group LLC5,936$3.07M0.91%+12513F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,926$3.07M0.13%+15013F-HRTimeline
Sequent Planning LLC5,914$3.06M0.87%+4413F-HRTimeline
Per Stirling Capital Management, LLC.5,898$3.05M0.37%+9413F-HRTimeline
Garrett Wealth Advisory Group, LLC5,897$3.05M0.6%-1913F-HRTimeline
Creekside Partners5,889$3.05M1.34%-5613F-HRTimeline
PEOPLES BANK /OH5,886$3.05M1.87%-1613F-HRTimeline
Kingdom Financial Group LLC.5,881$3.05M1.86%+3,85813F-HRTimeline
M3 Advisory Group, LLC5,883$3.05M1.9%+30713F-HRTimeline

Events

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

    Accepted , ingested