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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
Coleman Amyofficer (EVP, Chief Human Resources Off)2026-10-15-31.944 F$533.69Form 4
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
M.E. ALLISON & CO., INC.5,807$2.18M2.15%+20713F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,801$2.18M1.79%-9013F-HRTimeline
Sage Capital Management, LLC5,802$2.18M1.18%-1,06113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,724$2.18M2.11%+24613F-HRTimeline
Portolan Capital Management, LLCin group Portolan Capital Management, …5,797$2.18M0.17%-1,05113F-HRTimelineGroup
JMG Financial Group, Ltd.5,796$2.18M0.07%+17913F-HRTimeline
Centennial Wealth Advisory LLC5,766$2.16M0.79%+66713F-HRTimeline
Level Wealth Management LLC5,764$2.16M1.42%+1113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK5,762$2.16M0.32%-77,77313F-HR/ATimelineGroup
AtlasMark Financial, Inc5,761$2.16M2.01%013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,749$2.16M0.79%-62413F-HRTimeline
J HAGAN CAPITAL, INC.5,118$2.16M1.75%13F-HRTimeline
WealthTrust Asset Management, LLC5,742$2.16M1.6%-34613F-HRTimeline
A. D. Beadell Investment Counsel, Inc.5,728$2.15M1.79%-41213F-HRTimeline
Apex Wealth Management, LLC5,723$2.15M1.93%+27313F-HRTimeline
Stonebridge Financial Planning Group, L…5,716$2.15M0.98%-2513F-HRTimeline
PRIVATE MANAGEMENT GROUP INC5,715$2.15M0.08%-1,15213F-HRTimeline
Norris Financial Group, LLC5,696$2.14M1%-3,21013F-HRTimeline
360 Financial, Inc.5,689$2.14M0.78%+9413F-HRTimeline
Texas Capital Bancshares Inc/TX5,674$2.13M0.91%+26313F-HRTimeline
Lavaca Capital LLC5,653$2.12M0.97%-13613F-HRTimeline
Paradigm Capital Management, LLC/NV5,651$2.12M2.17%-42113F-HRTimeline
Abound Wealth Management5,631$2.11M0.71%-1313F-HRTimeline
Heritage Investment Group, Inc.5,631$2.11M0.4%+15613F-HRTimeline
Concorde Asset Management, LLC5,422$2.11M1.14%+25513F-HRTimeline
Alliance Wealth Management Group5,617$2.11M0.57%013F-HRTimeline
WPG Advisers, LLC5,610$2.11M1.96%+5813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,610$2.11M0.16%-8813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC5,609$2.11M0.51%-75913F-HRTimeline
Encompass More Asset Management5,601$2.1M0.63%-25913F-HRTimeline
Marotta Asset Management4,869$2.09M0.41%+27413F-HRTimeline
Centerpoint Advisory Group5,578$2.09M2.06%-9213F-HRTimeline
swisspartners Advisors Ltd6,306$2.09M2.21%+5,66613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC5,573$2.09M2.37%-913F-HRTimeline
Maridea Wealth Management LLC5,564$2.09M0.68%-45413F-HRTimeline
Campion Asset Management5,563$2.09M1.62%013F-HRTimeline
SRH ADVISORS, LLC5,563$2.09M0.64%-49813F-HRTimeline
Sterling Group Wealth Management, LLC5,555$2.09M1.12%+1513F-HRTimeline
Peak Retirement Planning, Inc.5,550$2.08M1.16%+1,08413F-HRTimeline
Financial Management Professionals, Inc.5,549$2.08M0.27%-29813F-HRTimeline
EWG Elevate Inc.5,541$2.08M0.79%-19713F-HRTimeline
Safe Harbor Fiduciary, LLC5,539$2.08M2.15%+4,35413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,787$2.08M0.91%+61713F-HR/ATimeline
Accredited Wealth Management, LLC5,531$2.08M1.75%+28113F-HRTimeline
Sequent Planning LLC5,521$2.07M0.75%+55513F-HRTimeline
Stonekeep Investments, LLC5,517$2.07M1.53%+1413F-HRTimeline
Ewing Morris & Co. Investment Partners …3,831$2.07M0.65%+18613F-HRTimeline
TruNorth Capital Management, LLC5,513$2.07M0.51%+2,32913F-HRTimeline
PrairieView Partners, LLC5,513$2.07M0.22%+15113F-HRTimeline
Financial Advisors Network, Inc.5,511$2.07M0.34%+5713F-HRTimeline
Grant Street Asset Management, Inc.5,509$2.07M0.51%-113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,505$2.07M0.74%-1,85213F-HRTimeline
Riverpoint Wealth Management Holdings, …5,505$2.07M0.53%+913F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…5,504$2.07M2.89%013F-HRTimeline
Roberts Financial Services LLC5,503$2.07M0.4%-22713F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/5,500$2.06M4.03%-5,49213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,499$2.06M1.83%+1,98413F-HRTimeline
LifePlan Financial, LLC5,494$2.06M1.8%+31713F-HRTimeline
Sterling Financial Group, Inc.5,487$2.06M0.74%+1,33913F-HRTimeline
Financial & Tax Architects, LLC5,487$2.06M0.52%+13913F-HRTimeline
Waratah Capital Advisors Ltd.5,473$2.05M0.14%-90,77313F-HRTimeline
DOLIVER ADVISORS, LP5,467$2.05M0.58%-5513F-HRTimeline
Flagstone Financial Management5,456$2.05M0.66%+113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.5,448$2.05M1.11%-2413F-HRTimeline
Heck Capital Advisors, LLC5,448$2.05M0.23%+2,09613F-HRTimeline
Smart Money Group LLC5,434$2.04M0.69%+98113F-HR/ATimeline
International Private Wealth Advisors L…5,409$2.03M1.95%+26913F-HRTimeline
Accelerate Investment Advisors LLC5,409$2.03M1.7%+64713F-HRTimeline
Cornerstone National Bank & Trust Co5,402$2.03M0.91%+65613F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding5,399$2.03M-2,083Timeline
MFG WEALTH MANAGEMENT, INC.5,395$2.03M1.93%+3213F-HRTimeline
Dogwood Wealth Management LLC5,389$2.02M1.06%+87513F-HRTimeline
Guided Capital Wealth Management, LLC5,384$2.02M1.69%+1,46813F-HRTimeline
Perissos Private Wealth Management, LLC5,374$2.02M1.84%-5,23113F-HRTimeline
Holistic Financial Partners5,370$2.02M0.97%+8313F-HRTimeline
Martin Capital Partners, LLC5,368$2.02M2.41%-35213F-HRTimeline
Newport Capital Group, LLC5,361$2.01M1.45%+58513F-HRTimeline
First International Bank & Trust5,355$2.01M0.64%-49713F-HRTimeline
Mainstream Capital Management LLC5,353$2.01M1.59%+21713F-HRTimeline
TrueWealth Advisors, LLC5,351$2.01M0.66%-31213F-HRTimeline
RS CRUM INC.5,350$2.01M0.54%+27313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC5,334$2M1.17%+2413F-HRTimeline
William Mack & Associates, Inc.5,327$2M1.71%-23213F-HRTimeline
Obsidian Personal Planning Solutions LLC5,051$2M0.89%-3613F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,317$2M1.53%-37013F-HRTimeline
PSI Advisors, LLC5,308$1.99M0.65%-96313F-HRTimeline
Strategic Wealth Investment Group, LLC5,304$1.99M3.46%-65,59313F-HRTimeline
MMA ASSET MANAGEMENT LLC5,299$1.99M0.84%+84213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC5,289$1.99M1.12%+20913F-HRTimeline
KFA Private Wealth Group, LLC5,288$1.98M0.69%+56813F-HRTimeline
Ascension Capital Advisors, Inc.5,282$1.98M0.91%013F-HRTimeline
Heritage Wealth Partners, LLC5,268$1.98M3.01%-2,18813F-HRTimeline
Thrive Capital Management, LLC5,251$1.97M1.18%-2,51813F-HRTimeline
Prepared Retirement Institute LLC5,251$1.97M1.26%-39913F-HRTimeline
Samjo Management, LLC5,250$1.97M0.84%013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,242$1.97M0.36%-30113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd5,237$1.97M0.12%-4,75013F-HRTimelineGroup
Armor Investment Advisors, LLC5,233$1.96M0.81%+613F-HRTimeline
Kaydan Wealth Management, Inc.5,228$1.96M0.63%+30013F-HRTimeline
Corundum Trust Company, INC5,226$1.96M5.65%-46613F-HRTimeline
Palacios Wealth Management, LLC5,225$1.96M1.46%-1513F-HRTimeline
Crumly & Associates Inc.5,224$1.96M0.54%+58513F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC5,220$1.96M0.95%+71413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,218$1.96M0.38%-2,13213F-HR/ATimelineGroup
Constant Guidance Financial LLC5,215$1.96M2.46%+73313F-HRTimeline
Cannon Wealth Management Services, LLC4,516$1.96M1.75%-38213F-HRTimeline
Prescott Group Capital Management, L.L.…5,201$1.95M0.28%+70113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,199$1.95M1.13%-4713F-HRTimeline
Broadway Wealth Solutions, Inc.5,189$1.95M1.42%-29613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5,180$1.94M0.72%+1,34913F-HRTimeline
Weaver C. Barksdale & Associates, Inc.5,167$1.94M1.86%-12313F-HRTimeline
LeConte Wealth Management, LLC5,162$1.94M1.23%13F-HRTimeline
Disciplined Investors, L.L.C.5,161$1.94M1.75%+2113F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,152$1.93M1.37%+40913F-HRTimeline
Riverwater Partners LLC5,145$1.93M0.99%+83613F-HRTimeline
Twelve Points Wealth Management LLC5,141$1.93M0.52%+17913F-HRTimeline
Investmark Advisory Group LLC5,132$1.93M0.95%-4913F-HRTimeline
Francis Financial, Inc.5,129$1.93M0.47%-4,23113F-HRTimeline
SELDON CAPITAL LP5,126$1.92M1.21%-10,70813F-HRTimeline
Fingerlakes Wealth Management, Inc.5,122$1.92M1.64%-14213F-HRTimeline
Oak Thistle LLC5,108$1.92M0.39%-4,31013F-HRTimeline
Plan A Wealth LLC5,106$1.92M1.49%+96513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,099$1.91M1.1%+50413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.5,099$1.91M1.11%+16313F-HRTimeline
IMZ Advisory Inc5,099$1.91M0.87%-10713F-HRTimeline
Aigen Investment Management, LP5,097$1.91M0.31%+3,90713F-HRTimeline
Heritage Wealth Management, Inc. /CA/5,096$1.91M1.63%+15113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …5,085$1.91M3.74%+2,03013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC5,085$1.91M0.56%+7413F-HRTimeline
Orgel Wealth Management, LLC5,082$1.91M0.05%-3513F-HRTimeline
Wisconsin Wealth Advisors, LLC5,079$1.91M2.74%+26213F-HRTimeline
Prodigy Asset Management LLC5,073$1.9M1.54%-6913F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,072$1.9M0.26%-67013F-HRTimeline
Austin Wealth Management, LLC4,915$1.9M0.38%+2,01313F-HRTimeline
National Wealth Management Group, LLC5,069$1.9M1.25%+75013F-HRTimeline
Tudor Financial Inc.5,062$1.9M1.14%+213F-HRTimeline
Stordahl Capital Management, Inc.5,054$1.9M0.45%+14513F-HRTimeline
Aurora Private Wealth, Inc.5,052$1.9M1.51%-56913F-HR/ATimeline
Great Waters Wealth Management5,035$1.89M0.26%-31813F-HRTimeline
Coyle Financial Counsel LLC5,034$1.89M0.58%+1,74813F-HRTimeline
Tandem Financial, LLC5,033$1.89M2.06%-413F-HRTimeline
4J Wealth Management LLC5,030$1.89M1.49%+54813F-HRTimeline
Castleview Partners, LLC5,030$1.89M1.28%-90013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,022$1.89M0.92%-113F-HRTimeline
Connective Portfolio Management, LLC5,019$1.88M6.36%013F-HRTimeline
Jacksonville Wealth Management, LLC5,010$1.88M1.85%-5013F-HRTimeline
Avion Wealth4,456$1.88M0.48%+913F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC5,000$1.88M1.34%013F-HRTimelineGroup
CTC Alternative Strategies, Ltd.5,000$1.88M2.29%new13F-HRTimeline
Birnam Oak Advisors, LP5,000$1.88M0.79%013F-HRTimeline
SOROS FUND MANAGEMENT LLCgroup of 2 filers holding4,996$1.88M-48,291Timeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,993$1.87M1.91%-17513F-HRTimeline
BayBridge Capital Group, LLC4,991$1.87M1.35%+13113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…5,040$1.87M0.77%+36613F-HRTimeline
Aspiring Ventures, LLC4,316$1.87M1.06%+31613F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT4,977$1.87M1.4%-1,91213F-HRTimeline
Echo45 Advisors LLC4,967$1.86M1.25%+19513F-HRTimeline
ATWOOD & PALMER INC4,964$1.86M0.13%+36313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC4,962$1.86M0.26%-34013F-HRTimeline
Blue Barn Wealth, LLC4,957$1.86M0.97%+14113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,955$1.86M1.37%-73113F-HRTimeline
Impact Partnership Wealth, LLC4,951$1.86M0.4%+1413F-HRTimeline
Shulman DeMeo Asset Management LLC4,951$1.86M0.52%+1913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,949$1.86M1.03%+31413F-HRTimeline
Rezny Wealth Management, Inc.4,943$1.86M0.48%+56413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,943$1.86M0.92%-1,56513F-HRTimeline
TriaGen Wealth Management LLC4,935$1.85M0.65%-50313F-HRTimeline
Broyhill Asset Management, LLC4,927$1.85M1.5%-4313F-HRTimeline
Smallwood Wealth Investment Management,…4,925$1.85M1.16%-10513F-HRTimeline
CJM Wealth Advisers, Ltd.4,919$1.85M0.65%-27713F-HRTimeline
MFA Wealth Services4,900$1.84M1.51%-25213F-HRTimeline
Intelligent Financial Strategies4,897$1.84M0.96%-80813F-HRTimeline
Pacific Sun Financial Corp4,891$1.84M1.04%+52013F-HRTimeline
Nautilus Advisors LLC4,888$1.83M1.52%-56513F-HRTimeline
Curat Global, LLC4,880$1.83M2.23%13F-HRTimeline
BLALOCK WILLIAMS, LLC4,879$1.83M2.05%+23313F-HRTimeline
Morling Financial Advisors, LLC4,865$1.83M0.63%+1,82213F-HRTimeline
Kraft, Davis & Associates, LLC4,991$1.83M0.59%-9913F-HRTimeline
Cunning Capital Partners, LP4,862$1.82M1.16%-2813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,861$1.82M1.21%-1,05513F-HRTimeline
Pacific Center for Financial Services4,860$1.82M0.48%-9713F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,856$1.82M0.71%+68113F-HRTimeline
BlueChip Wealth Advisors LLC4,840$1.82M0.89%+8313F-HRTimeline
Advanced Portfolio Management, LLC4,837$1.82M3.66%-8,89613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,829$1.81M1.24%+26213F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC4,825$1.81M0.1%+1,41213F-HRTimelineGroup
Petix & Botte Co4,808$1.8M0.48%-6013F-HRTimeline
Curran Financial Partners, LLC4,807$1.8M0.44%+35113F-HRTimeline
North Forty Two & Co.4,804$1.8M2%-18313F-HRTimeline
Planned Solutions, Inc.4,803$1.8M0.74%+35813F-HRTimeline
Selective Wealth Management, Inc.4,635$1.8M0.78%+8813F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…4,794$1.8M0.04%-20,05013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COHEN & STEERS, INC.in group COHEN & STEERS, INC.4,790$1.8M<0.01%-1,08213F-HRTimelineGroup
SRN Advisors, LLC4,781$1.79M2.02%-89913F-HRTimeline
Veltria Advisors Corp.4,778$1.79M1.17%-5,33513F-HRTimeline
GR FINANCIAL GROUP, LLC4,773$1.79M0.28%+3,26413F-HRTimeline
DiNuzzo Private Wealth, Inc.4,770$1.79M0.23%-1613F-HRTimeline
Financial Freedom, LLC4,761$1.79M1.03%-9813F-HRTimeline
DMKC Advisory Services, LLC4,754$1.78M1.61%-2713F-HRTimeline
Meritas Wealth Management, LLC4,753$1.78M1.05%-2613F-HRTimeline

Events

  • Coleman Amy disposed of 31.944 MSFT shares on 2026-10-15, Form 4 filed 2026-10-15. 0000789019-26-000228

    Accepted , ingested

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

    Accepted , ingested