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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
Texas Capital Bancshares Inc/TX5,664$2.82M1.02%-1013F-HRTimeline
Johnson Financial Group, LLC5,656$2.81M0.27%-2,78713F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC5,653$2.81M0.95%-9613F-HRTimeline
LifePlan Financial, LLC5,632$2.8M2.32%+13813F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,624$2.8M2%+2,50613F-HRTimeline
Veltria Advisors Corp.5,626$2.8M1.87%+84813F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC5,606$2.79M1.57%+31713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC5,605$2.79M0.95%+10013F-HRTimeline
360 Financial, Inc.5,605$2.79M0.88%-8413F-HRTimeline
Centennial Wealth Advisory LLC5,588$2.78M0.88%-17813F-HRTimeline
M3 Advisory Group, LLC5,576$2.77M1.92%+94513F-HRTimeline
Campion Asset Management5,563$2.77M2.08%013F-HRTimeline
Accelerate Investment Advisors LLC5,561$2.77M2.06%+15213F-HRTimeline
Meriwether Wealth & Planning, LLC5,550$2.76M1.73%-30013F-HRTimeline
Wallace Advisory Group, LLC7,348$2.76M2%+10313F-HRTimeline
Investmark Advisory Group LLC5,543$2.76M1.29%+41113F-HRTimeline
Talon Private Wealth, LLC5,542$2.76M0.38%-68613F-HRTimeline
Prescott Group Capital Management, L.L.…5,538$2.75M0.33%+33713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,526$2.75M0.45%+1,32413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…5,523$2.75M0.99%-2,92013F-HRTimeline
SRH ADVISORS, LLC5,522$2.75M0.84%-4113F-HRTimeline
Riverwater Partners LLC5,520$2.75M1.29%+37513F-HRTimeline
Riverpoint Wealth Management Holdings, …5,514$2.74M0.65%+913F-HRTimeline
PrairieView Partners, LLC5,514$2.74M0.27%+113F-HRTimeline
Blue Barn Wealth, LLC5,510$2.74M1.29%+55313F-HRTimeline
Coyle Financial Counsel LLC5,505$2.74M0.73%+47113F-HRTimeline
Saiph Capital, LLC5,500$2.74M1.07%+1,20013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/5,500$2.74M4.46%013F-HRTimeline
Strive Asset Management, LLC5,490$2.73M1.64%-1,18413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.5,478$2.72M0.47%+81413F-HRTimeline
Heritage Investment Group, Inc.5,473$2.72M0.47%-15813F-HRTimeline
Sterling Group Wealth Management, LLC5,465$2.72M1.5%-9013F-HRTimeline
Flagstone Financial Management5,459$2.72M0.78%+313F-HRTimeline
Fosun International Ltd5,450$2.71M0.75%-1,18313F-HRTimeline
Encompass More Asset Management5,448$2.71M0.63%-15313F-HRTimeline
Palacios Wealth Management, LLC5,447$2.71M2.23%+22213F-HRTimeline
PIAR LLC7,191$2.7M3.01%-10013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…5,416$2.69M4.73%-8813F-HRTimeline
RS CRUM INC.5,408$2.69M0.65%+5813F-HRTimeline
Guided Capital Wealth Management, LLC5,405$2.69M2.07%+2113F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…5,399$2.69M1.64%013F-HR/ATimelineGroup
Safe Harbor Fiduciary, LLC5,397$2.68M2.52%-14213F-HRTimeline
Stonekeep Investments, LLC5,394$2.68M1.81%-12313F-HRTimeline
Perissos Private Wealth Management, LLC5,392$2.68M2.12%+1813F-HRTimeline
Strategic Wealth Investment Group, LLC5,384$2.68M3.88%+8013F-HRTimeline
Prepared Retirement Institute LLC5,381$2.68M1.58%+13013F-HRTimeline
Stonebridge Financial Planning Group, L…5,380$2.68M1.12%-33613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC5,379$2.68M0.72%+29413F-HRTimeline
MN Wealth Advisors, LLC5,376$2.67M1.56%+65813F-HRTimeline
HOGE FINANCIAL SERVICES, LLC5,371$2.67M1.66%-48313F-HRTimeline
TrueWealth Advisors, LLC5,367$2.67M0.79%+1613F-HRTimeline
Strategic Financial Concepts, LLC5,347$2.66M0.37%-1,67113F-HRTimeline
J HAGAN CAPITAL, INC.5,212$2.66M1.8%+9413F-HRTimeline
Twelve Points Wealth Management LLC5,337$2.65M0.71%+19613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.5,333$2.65M2.23%-6213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …5,306$2.64M4.27%+22113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,297$2.63M2.18%-20213F-HRTimeline
Mainstream Capital Management LLC5,297$2.63M1.92%-5613F-HRTimeline
Great Waters Wealth Management5,283$2.63M0.34%+24813F-HRTimeline
Disciplined Investors, L.L.C.5,272$2.62M2.04%+11113F-HRTimeline
TruNorth Capital Management, LLC5,271$2.62M0.58%-24213F-HRTimeline
Accredited Wealth Management, LLC5,271$2.62M2.12%-26013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…5,269$2.62M0.45%+5113F-HR/ATimelineGroup
Whitaker-Myers Wealth Managers, LTD.5,264$2.62M0.66%+1,42613F-HRTimeline
Ascension Capital Advisors, Inc.5,254$2.61M1.09%-2813F-HRTimeline
Samjo Management, LLC5,250$2.61M1.1%013F-HRTimeline
IMZ Advisory Inc5,111$2.61M1.04%+1213F-HRTimeline
Endowment Wealth Management, Inc.5,230$2.6M1.34%+54113F-HRTimeline
Jacksonville Wealth Management, LLC5,229$2.6M2.09%+21913F-HRTimeline
Kaydan Wealth Management, Inc.5,228$2.6M0.85%013F-HRTimeline
RVW Wealth, LLC5,227$2.6M0.22%-1,20213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,211$2.59M0.94%-1,65713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.5,200$2.59M<0.01%+41013F-HRTimelineGroup
Broadway Wealth Solutions, Inc.5,200$2.59M1.61%+1113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.5,198$2.59M1.31%-25013F-HRTimeline
Newport Capital Group, LLC5,188$2.58M1.75%-17313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.5,165$2.57M1.82%-96813F-HRTimeline
DOLIVER ADVISORS, LP5,150$2.56M0.7%-31713F-HRTimeline
National Wealth Management Group, LLC5,148$2.56M1.44%+7913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,148$2.56M0.34%-72513F-HRTimeline
Smallwood Wealth Investment Management,…5,137$2.56M1.46%+21213F-HRTimeline
Kraft, Davis & Associates, LLC4,983$2.55M0.7%-813F-HRTimeline
BayBridge Capital Group, LLC5,130$2.55M1.64%+13913F-HRTimeline
Weaver C. Barksdale & Associates, Inc.5,123$2.55M2.45%-4413F-HRTimeline
SELDON CAPITAL LP5,126$2.55M1.11%013F-HRTimeline
ATWOOD & PALMER INC5,125$2.55M0.16%+16113F-HRTimeline
Holistic Financial Partners5,123$2.55M1.12%-24713F-HRTimeline
GR FINANCIAL GROUP, LLC5,111$2.54M0.62%+33813F-HRTimeline
Fingerlakes Wealth Management, Inc.5,106$2.54M1.9%-1613F-HRTimeline
First International Bank & Trust5,103$2.54M0.88%-25213F-HRTimeline
Sterling Wealth Management, Inc.5,098$2.54M0.86%13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,095$2.53M0.8%-88413F-HRTimelineGroup
Ulland Investment Advisors, LLC5,090$2.53M1.93%-74813F-HRTimeline
Prodigy Asset Management LLC5,073$2.52M1.65%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.5,072$2.52M1.35%-2713F-HRTimeline
Obsidian Personal Planning Solutions LLC5,060$2.52M1.02%+913F-HRTimeline
Rezny Wealth Management, Inc.5,057$2.52M0.57%+11413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,055$2.51M1.12%+3313F-HRTimeline
4J Wealth Management LLC5,055$2.51M1.7%+2513F-HRTimeline
WealthTrust Asset Management, LLC5,049$2.51M1.88%-69313F-HRTimeline
Next Capital Management LLC5,048$2.51M0.93%+1,23013F-HRTimeline
Veery Capital, LLC5,028$2.5M0.86%+31913F-HRTimeline
MFA Wealth Services5,019$2.5M1.88%+11913F-HRTimeline
Nautilus Advisors LLC5,017$2.5M1.83%+12913F-HRTimeline
Wisconsin Wealth Advisors, LLC5,015$2.49M2.87%-6413F-HRTimeline
Crumly & Associates Inc.5,014$2.49M0.61%-21013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,013$2.49M0.32%+5113F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC5,000$2.49M1.65%013F-HRTimelineGroup
Avenir Tech Ltd5,000$2.49M0.21%+3,95013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,000$2.49M1.2%+5113F-HRTimeline
Broyhill Asset Management, LLC4,992$2.48M2.26%+6513F-HRTimeline
CJM Wealth Advisers, Ltd.4,987$2.48M0.83%+6813F-HRTimeline
Tudor Financial Inc.4,985$2.48M1.41%-7713F-HRTimeline
Factor Wealth Management LTD4,984$2.48M0.68%+40713F-HRTimeline
Pacific Sun Financial Corp4,976$2.48M1.29%+8513F-HRTimeline
Avion Wealth4,978$2.48M0.56%+52213F-HR/ATimeline
Planned Solutions, Inc.4,975$2.47M0.95%+17213F-HRTimeline
Curat Global, LLC4,970$2.47M2.36%+9013F-HR/ATimeline
Stordahl Capital Management, Inc.4,961$2.47M0.55%-9313F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC4,959$2.47M1.66%+413F-HRTimeline
Financial Advisors Network, Inc.4,959$2.47M0.37%-55213F-HRTimeline
ERn Financial, LLC4,951$2.46M0.52%-7,69013F-HRTimeline
Silver Oak Advisory Group, Inc.4,951$2.46M1.19%+20213F-HRTimeline
VANCE WEALTH, LLC4,945$2.46M0.83%+61813F-HRTimeline
Corundum Trust Company, INC4,942$2.46M6.49%-28413F-HRTimeline
BlueChip Wealth Advisors LLC4,937$2.46M1.09%+9713F-HRTimeline
SK Wealth Management, LLC4,868$2.45M1.06%+14013F-HRTimeline
BROOKTREE CAPITAL MANAGEMENT4,927$2.45M1.6%-5013F-HRTimeline
Orgel Wealth Management, LLC4,909$2.44M0.06%-17313F-HRTimeline
Tripletail Wealth Management, LLC4,643$2.44M3.49%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,748$2.44M0.88%-29213F-HRTimeline
Intelligent Financial Strategies4,897$2.44M1.29%013F-HRTimeline
Vienna Asset Management LLC4,895$2.43M1.68%-1,99113F-HRTimeline
Cornerstone Planning Group LLC4,607$2.43M0.5%+6713F-HRTimeline
Pacific Center for Financial Services4,871$2.42M0.66%+1113F-HRTimeline
New Century Financial Group, LLC4,867$2.42M2.84%+1,96013F-HRTimeline
Cunning Capital Partners, LP4,862$2.42M1.26%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,854$2.41M1.49%+2513F-HRTimeline
SilverOak Wealth Management LLC4,853$2.41M0.45%+1,12113F-HRTimeline
Elser Financial Planning, Inc4,841$2.41M3%+12213F-HR/ATimeline
Warburton Capital Management, LLC4,694$2.41M1.43%+1,05813F-HRTimeline
Advanced Portfolio Management, LLC4,837$2.41M6.72%013F-HRTimeline
Aurora Private Wealth, Inc.4,823$2.4M1.78%-22913F-HRTimeline
PYA Waltman Capital, LLC4,821$2.4M0.69%+21613F-HRTimeline
Clarus Wealth Advisors4,823$2.4M1.11%+45813F-HRTimeline
Tandem Financial, LLC4,811$2.39M2.25%-22213F-HRTimeline
SFG Wealth Management, LLC.4,809$2.39M1.45%+15113F-HRTimeline
Petix & Botte Co4,808$2.39M0.59%013F-HRTimeline
Lord & Richards Wealth Management, LLC4,807$2.39M2.5%+6913F-HRTimeline
Frederick Financial Consultants, LLC4,807$2.39M1.49%+45713F-HRTimeline
Echo45 Advisors LLC4,802$2.39M1.51%-16513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,801$2.39M1.37%-6013F-HRTimeline
Roble, Belko & Company, Inc4,796$2.38M0.35%+49613F-HRTimeline
Hobbs Group Advisors, LLC4,794$2.38M0.82%+36513F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,792$2.38M1.81%-30413F-HRTimeline
Cypress Capital, LLC4,791$2.38M0.69%+12613F-HRTimeline
Asset Planning,Inc4,775$2.38M1.79%+4313F-HRTimeline
Momentous Wealth Management, Inc.4,773$2.37M1.53%+11313F-HRTimeline
Independent Family Office, LLC4,767$2.37M1.1%+40713F-HRTimeline
KRS Capital Management, LLC4,762$2.37M1.58%+6113F-HRTimeline
Silverberg Bernstein Capital Management…4,762$2.37M1.62%-6,88013F-HRTimeline
Meritas Wealth Management, LLC4,753$2.36M1.3%013F-HRTimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV4,752$2.36M2.29%-24113F-HRTimeline
Latash Investments, LLC4,750$2.36M1.82%013F-HRTimeline
Shulman DeMeo Asset Management LLC4,747$2.36M0.58%-20413F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,733$2.35M0.89%-813F-HRTimeline
Xcel Wealth Management, LLC4,731$2.35M0.67%+2,44313F-HRTimeline
Impact Investors, Inc4,730$2.35M1.66%+1013F-HRTimeline
Geometric Wealth Advisors4,727$2.35M0.35%+1,03313F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,260$2.35M0.81%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,721$2.35M0.77%-13513F-HRTimeline
apricus wealth, LLC4,714$2.34M1.36%013F-HRTimeline
Wealth Advisors of Iowa, LLC4,711$2.34M0.88%-1813F-HRTimeline
North Forty Two & Co.4,704$2.34M2.49%-10013F-HRTimeline
Barnes Wealth Management Group, Inc4,692$2.33M1.38%+13913F-HRTimeline
Cannon Wealth Management Services, LLC4,688$2.33M1.91%+17213F-HRTimeline
POSTROCK PARTNERS LLC4,683$2.33M1.11%+7313F-HRTimeline
Lingohr Asset Management GmbH4,680$2.33M4.22%-41,34913F-HRTimeline
Lombard Odier Asset Management (USA) Co…4,677$2.33M0.58%+2,40913F-HRTimeline
Riverview Trust Co4,677$2.33M2.9%-5,56413F-HRTimeline
IronOak Wealth LLC.4,671$2.32M2.26%13F-HRTimeline
Windsor Capital Management, LLC4,669$2.32M0.68%-2013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC4,665$2.32M0.81%+64813F-HRTimeline
Financial Freedom, LLC4,663$2.32M1.25%-9813F-HRTimeline
Comprehensive Wealth Management, LLC4,663$2.32M1.87%-5613F-HRTimeline
Altura Wealth Advisors Inc.4,656$2.32M1.29%+10913F-HRTimeline
Womack Financial LLC4,653$2.31M1.93%+4613F-HR/ATimeline
Selective Wealth Management, Inc.4,594$2.31M0.84%-4113F-HRTimeline
ORBA Wealth Advisors, L.L.C.4,649$2.31M2.11%-9,13113F-HRTimeline
Quantbot Technologies LP4,635$2.31M0.06%-33,63813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,633$2.31M0.77%-54713F-HRTimeline
Hibernia Wealth Partners, LLC4,614$2.3M0.84%+3,37113F-HRTimeline
FUTURE YOU WEALTH LLC4,616$2.3M1.25%-9413F-HRTimeline
Drum Hill Capital, LLC4,613$2.29M2.54%013F-HRTimeline
Code Waechter LLC4,613$2.29M1.63%+9913F-HRTimeline
ACCOUNT MANAGEMENT LLC4,595$2.29M2.51%013F-HRTimeline
Clearview Wealth Advisors LLC4,593$2.28M1.59%-313F-HRTimeline
Smart Portfolios, LLC4,593$2.28M2.3%-1513F-HRTimeline
LVZ, Inc.4,593$2.28M0.27%+13213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,589$2.28M1.04%-8013F-HRTimeline

Events

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

    Accepted , ingested