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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
Good Steward Wealth Advisors,LLC3,720$1.85M1.45%-83613F-HRTimeline
STEVENS CAPITAL PARTNERS3,516$1.85M0.66%+1,14513F-HRTimeline
Yeomans Consulting Group, Inc.3,741$1.84M0.76%+14613F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,701$1.84M1.13%-10913F-HRTimeline
Avant Financial Advisors LLC3,699$1.84M1.52%+213F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,685$1.83M0.05%013F-HRTimeline
Foundation Wealth Management, LLC3,684$1.83M1.28%+8613F-HRTimeline
Pingora Partners LLC3,670$1.83M1.36%-1513F-HRTimeline
Norman Fields, Gottscho Capital Managem…3,669$1.82M0.6%-39013F-HRTimeline
Diversified Portfolios, Inc.3,668$1.82M0.17%+35413F-HRTimeline
Saxony Capital Management, LLC3,667$1.82M1.4%-6413F-HRTimeline
Zeit Capital LLC3,665$1.82M1.3%-8313F-HRTimeline
Baer Investment Advisory LLC3,935$1.82M2.97%-9013F-HR/ATimeline
Discipline Wealth Solutions, LLC3,644$1.81M0.69%+94313F-HRTimeline
Fortitude Financial, LLC35,254$1.81M1.61%new13F-HRTimeline
Anthracite Investment Company, Inc.3,636$1.81M0.94%013F-HRTimeline
Edge Financial Advisors LLC3,645$1.81M0.95%+30813F-HRTimeline
O'Neil Global Advisors, Inc.3,624$1.8M0.41%new13F-HRTimeline
Cambridge Financial Group, LLC3,620$1.8M0.68%-64213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC3,616$1.8M1.1%-48313F-HRTimeline
FSA Advisors, Inc.3,616$1.8M1.46%-5,07013F-HRTimeline
Deseret Mutual Benefit Administrators3,615$1.8M0.84%013F-HRTimeline
Coign Capital Advisors LLC3,614$1.8M1.22%+10013F-HRTimeline
Single Point Partners, LLC3,611$1.8M0.39%-30113F-HRTimeline
Woodward Financial Advisors, Inc.3,610$1.8M0.74%-1213F-HRTimeline
Ewing Morris & Co. Investment Partners …3,606$1.79M0.8%-22513F-HRTimeline
Nova R Wealth, Inc.3,597$1.79M0.83%-9313F-HRTimeline
McNaughton Wealth Management, LLC3,596$1.79M0.8%-7813F-HRTimeline
Sterling Financial Planning, Inc.3,596$1.79M0.6%-9213F-HRTimeline
Kooman & Associates3,594$1.79M0.6%+2613F-HRTimeline
Barnes Dennig Private Wealth Management…3,590$1.79M2.14%+52313F-HRTimeline
Peak Financial Management, Inc.3,583$1.78M0.51%+59113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,575$1.78M0.57%-4313F-HRTimeline
RHS Financial, LLC3,574$1.78M1.01%-49913F-HRTimeline
EARNEST PARTNERS LLC3,569$1.78M0.01%013F-HRTimeline
ACT Advisors, LLC.3,568$1.77M0.82%+3813F-HRTimeline
Wiser Wealth Management, Inc3,560$1.77M0.44%+37013F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC3,546$1.76M0.09%-1,27913F-HRTimelineGroup
West Financial Advisors, LLC3,541$1.76M0.31%+413F-HRTimeline
Sharp Wealth Advisory, LLC3,538$1.76M1.13%-39113F-HRTimeline
Ferguson Shapiro LLC3,536$1.76M0.59%-30713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC3,534$1.76M0.36%+11013F-HRTimeline
Bay Capital Advisors, LLC3,533$1.76M1.34%-6913F-HRTimeline
MASECO LLP3,520$1.75M0.07%13F-HRTimeline
BANTAMAC CAPITAL, LLC3,515$1.75M0.63%-14613F-HRTimeline
BROGAN FINANCIAL, INC.3,511$1.75M0.78%-19113F-HRTimeline
CROBAN3,499$1.74M1.49%-4213F-HRTimeline
Better Money Decisions, LLC3,498$1.74M1.06%+2113F-HRTimeline
Silver Coast Investments LLC3,497$1.74M0.63%-35013F-HRTimeline
Lionsbridge Wealth Management LLC3,482$1.73M1.72%-7713F-HRTimeline
Seneca Financial Advisors LLC3,482$1.73M0.67%-113F-HRTimeline
Richwood Investment Advisors, LLC3,473$1.73M1.42%-1513F-HRTimeline
Opus Capital Group, LLC3,471$1.73M0.21%+16513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,470$1.73M0.87%-4713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,469$1.73M0.82%-5813F-HRTimeline
BXM Wealth LLC3,469$1.73M2.05%-35213F-HRTimeline
AWM CAPITAL, LLC3,459$1.72M0.18%-4113F-HRTimeline
ACAS, LLC3,300$1.72M1.15%+1113F-HRTimeline
Forthright Family Wealth Advisory LLC3,448$1.72M1.09%+13713F-HRTimeline
Ackerman Capital Advisors, LLC3,444$1.71M0.4%+613F-HRTimeline
Gouws Capital LLC3,438$1.71M1.04%-61213F-HRTimeline
Rather & Kittrell, Inc.3,432$1.71M0.34%+7613F-HRTimeline
Elite Life Management LLC3,423$1.7M4.38%+30013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,421$1.7M0.62%-5213F-HRTimeline
IMPACTfolio, LLC3,421$1.7M0.81%-1013F-HRTimeline
FMB WEALTH MANAGEMENT3,419$1.7M0.81%+10513F-HRTimeline
INSIGHT 2811, INC.3,414$1.7M0.8%+1113F-HRTimeline
Seascape Capital Management3,412$1.7M0.54%-19613F-HRTimeline
Pachira Investments Inc.3,409$1.7M1.28%-43913F-HRTimeline
Councilor Wealth, LLC3,408$1.7M0.79%+413F-HRTimeline
Nova Wealth Management, Inc.3,404$1.69M1.24%+28213F-HRTimeline
Tanglewood Legacy Advisors, LLC3,403$1.69M0.69%013F-HRTimeline
EDGEWOOD MANAGEMENT LLC3,394$1.69M0.01%-11,29913F-HRTimeline
Kelman-Lazarov, Inc.3,393$1.69M0.27%+8613F-HRTimeline
Verus Financial Partners, Inc.3,349$1.69M0.17%+10513F-HRTimeline
Covestor Ltd3,387$1.69M0.99%-96213F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,386$1.68M3.03%+11513F-HRTimeline
North Capital, Inc.3,385$1.68M1.45%-6313F-HRTimeline
FORM Wealth Advisors, LLC3,379$1.68M0.2%+13313F-HRTimeline
Vermillion & White Wealth Management Gr…3,379$1.68M1.09%+3613F-HRTimeline
Bravias Capital Group, LLC3,379$1.68M1.23%+96313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,385$1.67M1.13%-13613F-HRTimeline
WEALTHGARDEN F.S. LLC3,135$1.67M1.39%+5513F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC3,362$1.67M1.57%013F-HRTimelineGroup
Sageworth Trust Co3,362$1.67M0.09%+5213F-HRTimeline
Smith & Howard Wealth Management, LLC3,355$1.67M0.42%-18313F-HRTimeline
Aufman Associates Inc3,353$1.67M1.03%+21913F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,343$1.66M0.87%-8113F-HRTimeline
Reyes Financial Architecture, Inc.3,341$1.66M1.43%+57713F-HRTimeline
Maven Securities LTDin group Maven Securities LTD3,338$1.66M0.43%-71113F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC3,334$1.66M1.76%+3613F-HRTimeline
McClarren Financial Advisors, Inc.3,333$1.66M1.08%-1,66813F-HRTimeline
Range Financial Group LLC3,331$1.66M0.65%-1913F-HRTimeline
Sightline Wealth Advisors, LLC3,331$1.66M0.8%+17013F-HRTimeline
Vanguard Capital Wealth Advisors3,327$1.65M1.64%+34013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HORIZON BANCORP INC /IN/3,315$1.65M0.83%+48413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FORTRESS FINANCIAL GROUP, LLC3,312$1.65M1.4%+26013F-HRTimeline
OMNI 360 Wealth, Inc.3,306$1.64M1.02%+113F-HR/ATimeline
Causey Wealth LLC3,304$1.64M0.84%+5613F-HRTimeline
Sage Investment Counsel LLC3,300$1.64M1.9%-3913F-HRTimeline
Avid Wealth Partners LLC3,292$1.64M0.94%+1,29313F-HRTimeline
Plum Street Advisors, LLC3,290$1.64M0.72%+10313F-HRTimeline
Kuhn & Co Investment Counsel3,280$1.63M1.23%-613F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co3,274$1.63M0.37%-4,22613F-HRTimelineGroup
Parker Financial LLC3,269$1.63M0.7%-2813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…3,264$1.62M0.45%-1413F-HRTimelineGroup
Wallace Capital Management Inc.3,262$1.62M0.22%013F-HRTimeline
Motiv8 Investments LLC3,258$1.62M0.99%+32813F-HRTimeline
Gray Private Wealth, LLC3,255$1.62M0.87%-1,15613F-HRTimeline
Wallace Hart LLC3,247$1.62M1.29%new13F-HRTimeline
ArchPoint Investors3,244$1.61M0.47%+7813F-HRTimeline
Sheets Smith Investment Management3,243$1.61M1.42%new13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC3,243$1.61M0.88%-7013F-HRTimeline
Brand Asset Management Group, Inc.3,242$1.61M0.6%-1,32713F-HRTimeline
Bear Mountain Capital, Inc.3,161$1.61M0.58%-3813F-HRTimeline
Slocum, Gordon & Co LLP3,241$1.61M1.3%013F-HRTimeline
LGT Financial Advisors LLC3,240$1.61M4.09%+21613F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.3,233$1.61M1.12%+1,05813F-HRTimeline
Granite FO LLC3,232$1.61M0.91%-61413F-HRTimeline
Demars Financial Group, LLC3,227$1.6M0.62%-1,199,85613F-HRTimeline
OmniStar Financial Group, Inc.3,225$1.6M1.2%+62713F-HRTimeline
Seven Springs Wealth Group, LLC3,224$1.6M0.4%-12313F-HRTimeline
Post Resch Tallon Group Inc.3,223$1.6M1.54%+113F-HRTimeline
Future Fund LLC3,220$1.6M0.72%+29913F-HRTimeline
MONEYWISE, INC.3,219$1.6M0.75%+24013F-HRTimeline
Koa Wealth Management, LLC3,215$1.6M1.27%-1513F-HRTimeline
Legacies Wealth LLC3,215$1.6M1.06%013F-HRTimeline
One Degree Advisors Inc3,215$1.6M0.57%+67013F-HRTimeline
Brown Financial Advisory3,213$1.6M0.88%+1,05413F-HRTimeline
AJ Advisors, LLC3,212$1.6M0.71%-2213F-HRTimeline
Harvest Investment Services, LLC3,203$1.59M0.36%-5613F-HRTimeline
James Reed Financial Services, Inc.3,201$1.59M1.44%+4013F-HRTimeline
Castellan Group3,200$1.59M0.29%-35,36713F-HR/ATimeline
Henrickson Nauta Wealth Advisors, Inc.3,199$1.59M0.55%+21713F-HRTimeline
Hirtle & Co., LLC3,192$1.59M0.06%-1,31613F-HRTimeline
Miller Financial Services LLC3,189$1.59M2.02%-2213F-HRTimeline
Sprinkle Financial Consultants LLC3,185$1.58M0.97%-9413F-HRTimeline
Ipsen Advisor Group LLC3,183$1.58M1.21%+12313F-HRTimeline
ASSET PLANNING CORPORATION3,180$1.58M0.84%+113F-HRTimeline
Lutz Financial Services LLC3,165$1.57M0.12%+13813F-HRTimeline
Quantum Financial Planning Services, In…3,165$1.57M0.74%-73113F-HRTimeline
Arbor Wealth Advisors LLC3,163$1.57M1.28%013F-HRTimeline
CPA Asset Management Group, LLC3,151$1.57M0.66%-1513F-HRTimeline
BLVD Private Wealth, LLC3,150$1.57M1.48%13F-HRTimeline
Echo Wealth Management, LLC3,146$1.56M0.96%-28813F-HRTimeline
Fortune 45 LLC3,136$1.56M0.9%+4813F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY3,137$1.56M0.35%013F-HRTimeline
REDW Wealth LLC3,136$1.56M0.62%-7813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,135$1.56M0.62%-5313F-HRTimeline
WESPAC Advisors, LLC3,130$1.56M1.09%-6313F-HRTimeline
Gibson Capital, LLC3,121$1.55M0.31%-74013F-HRTimeline
SWS Partners3,119$1.55M0.42%-36813F-HRTimeline
Magnolia Wealth Management, LLC3,119$1.55M1.01%013F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,062$1.55M1.23%+4213F-HRTimeline
MBE Wealth Management, LLC3,108$1.55M0.67%+2813F-HRTimeline
Holland Advisory Services, Inc.3,108$1.55M2.26%+52213F-HRTimeline
Hiley Hunt Wealth Management3,103$1.54M0.78%-5613F-HRTimeline
Alpha Advisors, LLC/VA3,101$1.54M1.32%+713F-HRTimeline
Trinity Wealth Management, LLC3,100$1.54M0.61%-2813F-HRTimeline
JONES ROAD CAPITAL MANAGEMENT, L.P.3,100$1.54M1.5%-90013F-HRTimeline
USAdvisors Wealth Management, LLC3,096$1.54M0.57%-3,18313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,086$1.54M1.23%-1,31513F-HRTimeline
Flywheel Private Wealth LLC3,065$1.52M1.22%-21013F-HRTimeline
Omnitrust Wealth Management, Inc4,082$1.52M1.79%13F-HRTimeline
Bramshill Investments, LLC3,057$1.52M0.16%+5713F-HRTimeline
Wealth Advisors Northwest LLC3,057$1.52M0.8%+39913F-HRTimeline
Clark & Stuart, Inc3,052$1.52M1.14%+30713F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC3,045$1.51M0.05%013F-HRTimeline
Hobbs Wealth Management, LLC3,031$1.51M1.44%+92613F-HRTimeline
One Wealth Map LLC2,953$1.51M0.83%+38913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC3,028$1.51M1.14%+2113F-HRTimeline
Keeler Thomas Management LLC3,025$1.5M0.65%-26113F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC3,024$1.5M0.79%013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,023$1.5M1.71%-113F-HRTimeline
Hardin Capital Partners, LLC3,055$1.5M0.88%-93513F-HRTimeline
KilterHowling LLC3,022$1.5M0.9%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,004$1.5M1.27%-5,91513F-HRTimeline
Intergy Private Wealth, LLC3,019$1.5M0.51%+74613F-HRTimeline
Tower Wealth Partners, Inc.3,018$1.5M0.89%+613F-HRTimeline
Martin Worley Group3,008$1.5M0.73%+29013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,008$1.5M1.41%-2713F-HRTimeline
Dakota Community Bank & Trust NA3,005$1.49M6.7%+23313F-HRTimeline
Gruss & Co., LLC3,000$1.49M6.97%-3,50013F-HRTimeline
De Lisle Partners LLP3,000$1.49M0.21%013F-HRTimeline
Lowe Wealth Advisors, LLC2,998$1.49M0.58%-2313F-HRTimeline
Tranquilli Financial Advisor LLC2,995$1.49M0.92%+1213F-HRTimeline
KEB ASSET MANAGEMENT, LLC2,994$1.49M0.37%-2913F-HRTimeline
Copley Financial Group, Inc.2,994$1.49M1.1%-20813F-HRTimeline
Stegent Equity Advisors, Inc.2,993$1.49M1.32%+25013F-HRTimeline
Financial Enhancement Group LLC2,949$1.48M0.21%+9613F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,983$1.48M1.29%-22213F-HRTimeline
Christensen, King & Associates Investme…2,981$1.48M0.68%+5313F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,980$1.48M0.21%+27313F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC2,978$1.48M1.4%-413F-HRTimeline
Ridgepath Capital Management LLC2,976$1.48M0.68%+213F-HRTimeline
Lionshead Wealth Management, LLC2,963$1.47M1.36%+14813F-HRTimeline
GGM Financial LLC2,963$1.47M0.86%+413F-HR/ATimeline
Cushing Capital Partners, LLC2,962$1.47M1.24%-20013F-HRTimeline
Gimbal Financial2,960$1.47M0.9%+3913F-HRTimeline
Financial Guidance Group, Inc.2,960$1.47M0.72%-31513F-HRTimeline

Events

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

    Accepted , ingested