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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

6,242 managers (6,331 13F filers) reported a position in MSFT shares at 2025-12-31, 5,515,640,073 shares in all. 82 filers opened a position and 121 filers sold out during the quarter.

Managers
6,242
13F filers
6,331
New
82
Added
2,653
Reduced
2,574
Sold out
121
Shares held by filers
5,515,640,073

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Asset Planning,Inc4,740$2.29M1.61%-3813F-HRTimeline
Lotus Technology Management, LP4,739$2.29M1.27%13F-HRTimeline
Shulman DeMeo Asset Management LLC4,731$2.29M0.52%-313F-HRTimeline
J HAGAN CAPITAL, INC.4,731$2.29M1.27%-33213F-HRTimeline
Prospect Financial Group LLC4,731$2.29M2.13%+20813F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,725$2.28M0.44%+20313F-HRTimeline
FreeGulliver LLC4,718$2.28M1.02%-1,61413F-HRTimeline
Index Technologies Group LLC4,708$2.28M2.38%13F-HRTimeline
WESPAC Advisors, LLC4,705$2.28M1.23%+1,02313F-HRTimeline
CMG Global Holdings, LLC5,490$2.27M1.01%-1,08013F-HRTimeline
ATWOOD & PALMER INC4,702$2.27M0.13%-22613F-HRTimeline
Expressive Wealth LLC4,695$2.27M2.45%13F-HRTimeline
ERn Financial, LLC4,693$2.27M0.43%-413F-HRTimeline
Riverview Trust Co4,688$2.27M2.73%+1113F-HRTimeline
POSTROCK PARTNERS LLC4,683$2.26M0.98%013F-HRTimeline
Brio Consultants, LLC4,682$2.26M0.29%+36613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC4,682$2.26M0.99%+28313F-HRTimeline
Beta Wealth Group, Inc.4,676$2.26M0.91%-17913F-HRTimeline
CPA Asset Management Group, LLC4,673$2.26M0.79%+1,51613F-HRTimeline
ABOUND FINANCIAL, LLC4,670$2.26M0.87%-3713F-HR/ATimeline
Gambit Capital Management, LLC4,660$2.25M1.61%13F-HRTimeline
Avion Wealth4,659$2.25M0.47%-30813F-HRTimeline
Kelly Financial Services LLC4,654$2.25M0.56%+21713F-HRTimeline
RETIREMENT GUYS FORMULA LLC4,651$2.25M1.03%+4013F-HRTimeline
Center for Wealth Management Advisory4,650$2.25M1.66%13F-HRTimeline
Aurora Private Wealth, Inc.4,649$2.25M1.48%13F-HRTimeline
Worth Asset Management, LLC4,646$2.25M0.95%-22913F-HRTimeline
Element Wealth, LLC4,643$2.25M0.93%+37413F-HRTimeline
Sankala Group LLC5,715$2.24M1.79%13F-HRTimeline
Tenzing Financial LLC4,639$2.24M1.82%13F-HRTimeline
Cassia Capital Partners, LLC4,636$2.24M1.21%-16913F-HRTimeline
Sterling Wealth Management, Inc.4,635$2.24M0.64%+8713F-HRTimeline
Oxford Wealth Group, LLC4,635$2.24M1.09%13F-HRTimeline
RVW Wealth, LLC4,623$2.24M0.17%-42713F-HRTimeline
Blue Water Asset Management4,622$2.24M0.8%13F-HRTimeline
PFG Private Wealth Management, LLC4,614$2.23M0.98%+46213F-HRTimeline
Cannon Wealth Management Services, LLC4,613$2.23M1.57%-1413F-HRTimeline
Latash Investments, LLC4,610$2.23M1.5%-14013F-HRTimeline
Peterson Wealth Advisors, LLC4,602$2.23M0.3%+17613F-HRTimeline
Womack Financial LLC4,599$2.22M1.64%-5413F-HRTimeline
Capital Investment Management, Inc.4,597$2.22M0.78%13F-HRTimeline
ACCOUNT MANAGEMENT LLC4,595$2.22M2.38%013F-HRTimeline
BXM Wealth LLC116,310$2.22M1.71%+112,02913F-HRTimeline
Archvest Wealth Advisors, Inc.4,593$2.22M1.42%+78313F-HR/ATimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,593$2.22M0.3%-1,66113F-HRTimelineGroup
BROOKTREE CAPITAL MANAGEMENT4,584$2.22M1.47%-8613F-HRTimeline
NerdWallet Wealth Partners, LLC4,584$2.22M0.99%-1713F-HRTimeline
Momentous Wealth Management, Inc.4,581$2.22M1.26%+28213F-HRTimeline
Selective Wealth Management, Inc.4,848$2.21M0.69%+35013F-HRTimeline
Long Road Investment Counsel, LLC4,567$2.21M0.84%013F-HRTimeline
Advanced Portfolio Management, LLC4,565$2.21M6.74%-27713F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,557$2.2M1.04%+34513F-HRTimeline
OxenFree Capital LLC4,549$2.2M1.16%+1413F-HRTimeline
O'Brien Wealth Partners LLC4,546$2.2M0.29%-23813F-HRTimeline
Cedar Wealth Management, LLC4,540$2.2M0.66%+29413F-HRTimeline
Hardworking Capital Advisors, LLC4,539$2.2M1.99%13F-HRTimeline
Coordinated Financial Services, Inc.4,539$2.19M1.26%+34613F-HRTimeline
American National Bank of Texas4,537$2.19M2.11%+1213F-HRTimeline
Cedar Mountain Advisors, LLC4,535$2.19M0.42%-28213F-HRTimeline
Wiser Advisor Group LLC4,527$2.19M2.5%+7213F-HRTimeline
Tripletail Wealth Management, LLC4,524$2.19M2.77%-12213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,521$2.19M1.01%+2313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC4,517$2.18M1.2%+33513F-HRTimeline
Laidlaw Wealth Management LLC4,513$2.18M6.76%-2,11013F-HRTimeline
Unified Investment Management4,507$2.18M2.2%013F-HRTimeline
Castleview Partners, LLC4,505$2.18M1.08%+25513F-HRTimeline
Ironsides Asset Advisors, LLC4,500$2.18M0.55%+11013F-HRTimeline
DBA TRADING, LLC4,500$2.18M2.17%13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,495$2.17M0.41%+28013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,476$2.16M0.57%-12013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,475$2.16M0.88%-10013F-HRTimeline
BlueChip Wealth Advisors LLC4,472$2.16M0.91%-58813F-HRTimeline
First Growth Capital LLC5,345$2.16M1.92%13F-HRTimeline
HANOVER ADVISORS INC4,466$2.16M0.84%-9513F-HRTimeline
ENTRUST FINANCIAL LLC4,466$2.16M1.6%13F-HRTimeline
PROMETHIUM ADVISORS,LLC4,465$2.16M1.16%+7213F-HRTimeline
Redwood Financial Network Corp4,461$2.16M1.38%+28513F-HRTimeline
Targeted Financial Services LLC4,454$2.15M1.86%13F-HRTimeline
Tailwinds Wealth, LLC4,451$2.15M2.32%13F-HRTimeline
North Forty Two & Co.4,449$2.15M2.03%-5513F-HRTimeline
Rock Point Advisors, LLC4,444$2.15M0.54%+5113F-HRTimeline
Peak Financial Management, Inc.4,438$2.15M0.55%+80013F-HRTimeline
Morton Brown Family Wealth, LLC4,433$2.14M0.58%+2,22413F-HRTimeline
Diversified Portfolios, Inc.4,431$2.14M0.18%+59913F-HRTimeline
Oldfather Financial Services, LLC4,428$2.14M0.64%+1,74613F-HRTimeline
IVC Wealth Advisors LLC4,419$2.14M0.93%+23313F-HRTimeline
Malaga Cove Capital, LLC4,417$2.14M0.74%-3813F-HRTimeline
Sachetta, LLC4,413$2.13M1.17%-6,32313F-HRTimeline
SilverOak Wealth Management LLC4,411$2.13M0.33%013F-HRTimeline
Hobbs Group Advisors, LLC4,408$2.13M0.64%-35713F-HRTimeline
NavPoint Financial, Inc.4,406$2.13M0.91%+1,60013F-HRTimeline
Drum Hill Capital, LLC4,405$2.13M2.21%-15513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,401$2.13M0.78%+24113F-HRTimeline
Tandem Financial, LLC5,037$2.12M2.56%+2113F-HRTimeline
Evergreen Wealth Partners LLC4,387$2.12M1.79%13F-HRTimeline
Michael J. Porro & Co. Financial Adviso…4,386$2.12M1.78%13F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.4,384$2.12M1.56%-23013F-HRTimeline
Bell Investment Advisors, Inc4,369$2.11M0.33%-1213F-HRTimeline
REBALANCE, LLC4,358$2.11M0.12%+32313F-HRTimeline
Whipplewood Advisors, LLC4,355$2.11M1.35%+8513F-HRTimeline
Wiser Wealth Management, Inc4,353$2.11M0.47%+17513F-HRTimeline
Verus Financial Partners, Inc.4,473$2.1M0.19%+15013F-HRTimeline
Private Capital Advisors, Inc.4,349$2.1M0.21%+8813F-HRTimeline
Koa Wealth Management, LLC4,346$2.1M1.44%+1,15213F-HRTimeline
Yoder Wealth Management, Inc.4,340$2.1M0.96%+25613F-HRTimeline
Clarion Wealth Managment Partners, LLC4,334$2.1M1.94%+47313F-HRTimeline
SK Wealth Management, LLC4,817$2.09M0.58%-4213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,313$2.09M0.33%+6913F-HRTimeline
Valued Retirements, Inc.4,310$2.08M2.04%-6013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,307$2.08M0.96%+5013F-HRTimeline
Kearns & Associates LLC4,305$2.08M1.08%013F-HRTimeline
Campbell Deegan Wealth Management, LLC4,305$2.08M1.68%-413F-HRTimeline
Causey Wealth LLC4,294$2.08M0.94%+1,06213F-HRTimeline
Payne Capital Management, LLC4,292$2.08M0.66%-12813F-HRTimeline
Severin Investments, LLC4,288$2.07M1.83%+28813F-HRTimeline
Strategic Financial Partners, Ltd.4,282$2.07M0.9%-613F-HRTimeline
Lakeshore Capital Group, Inc.4,275$2.07M1.65%-1313F-HRTimeline
Weaver C. Barksdale & Associates, Inc.4,279$2.07M2.17%-53613F-HRTimeline
Box Hill Private Wealth LLC4,268$2.06M2.09%13F-HRTimeline
Gridiron Partners, LLC4,265$2.06M1.18%013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…4,260$2.06M1.36%-14,04013F-HR/ATimelineGroup
Planning Center, Inc.4,258$2.06M0.21%-913F-HRTimeline
Impact Investors, Inc4,257$2.06M1.43%-76113F-HRTimeline
Bayesian Capital Management, LP4,235$2.05M4.69%-7,96513F-HRTimeline
CAP Partners, LLC4,231$2.05M1.16%-1713F-HRTimeline
GERBER, LLC4,227$2.04M1.14%013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…4,224$2.04M0.97%-7613F-HRTimeline
Astra Wealth Partners LLC4,224$2.04M1.25%+30413F-HRTimeline
SFG Wealth Management, LLC.4,222$2.04M0.8%-4013F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC4,222$2.04M1.58%+86013F-HRTimelineGroup
Next Capital Management LLC4,212$2.04M0.65%-15913F-HRTimeline
Lakewood Asset Management LLC4,211$2.04M1.2%013F-HRTimeline
BETO FINANCIAL GROUP, LLC4,807$2.04M1.37%13F-HRTimeline
Prospect Financial Services LLC4,208$2.04M1.17%-25213F-HRTimeline
Hansen & Associates Financial Group, In…4,919$2.03M1.11%+36913F-HRTimeline
Integrity Investment Advisors, LLC4,203$2.03M1.12%+71913F-HRTimeline
INTERCAPITAL, LLC4,200$2.03M1.07%13F-HRTimeline
Yoffe Investment Management, LLC4,200$2.03M2.59%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…4,198$2.03M0.64%+1,45013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC4,196$2.03M1.53%+1,00613F-HRTimeline
Bernardo Wealth Planning LLC4,194$2.03M0.39%+13513F-HRTimeline
American Financial Advisors, LLC4,192$2.03M0.26%+313F-HRTimeline
Hibernia Wealth Partners, LLC4,190$2.03M0.61%+2,65913F-HRTimeline
Glass Jacobson Investment Advisors llc4,180$2.02M0.73%+2013F-HRTimeline
Clearview Wealth Advisors LLC4,168$2.02M1.28%-33813F-HRTimeline
WFA of San Diego, LLC4,164$2.01M1.47%013F-HRTimeline
O'Domhnaill Enterprises, Inc.4,164$2.01M1.89%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,160$2.01M1.34%-7413F-HRTimeline
Alpha Zero LLC4,159$2.01M1.1%+15513F-HRTimeline
Geometric Wealth Advisors4,157$2.01M0.26%-3113F-HRTimeline
Integrity Wealth Solutions LLC4,156$2.01M0.8%+413F-HRTimeline
BayBridge Capital Group, LLC4,151$2.01M1.24%+8413F-HRTimeline
Wallace Hart LLC4,148$2.01M1.48%-29213F-HRTimeline
Haven Private, LLC4,144$2M0.88%-713F-HRTimeline
Frazier Financial Advisors, LLC4,141$2M1.19%+12013F-HRTimeline
Prairiewood Capital, LLC4,141$2M0.62%-54813F-HRTimeline
Sonoma Allocations LLC4,703$2M0.66%-50013F-HRTimeline
Keystone Financial Services4,132$2M0.6%+3913F-HRTimeline
PYA Waltman Capital, LLC4,132$2M0.54%-74013F-HRTimeline
Hartmann Taylor Wealth Management, LLC4,130$2M1.35%-6413F-HRTimeline
R Squared Ltd4,126$2M0.93%+1,49113F-HRTimeline
Basepoint Wealth LLC4,125$2M1.21%+25313F-HRTimeline
Wheelhouse Advisory Group LLC4,089$1.99M0.76%+1,84013F-HRTimeline
Illumine Investment Management, LLC4,120$1.99M1.45%-15013F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,118$1.99M1.59%+9913F-HRTimeline
Norris Financial Group, LLC4,117$1.99M0.68%+26313F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…4,116$1.99M3.76%013F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC4,111$1.99M0.84%+1013F-HRTimeline
Cedarwood Wealth LLC4,226$1.99M2.21%13F-HRTimeline
Cravens & Co Advisors, LLC4,220$1.99M1.3%-17313F-HRTimeline
RMR Capital Management, LLC4,107$1.99M1.43%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,104$1.98M0.34%-22513F-HRTimeline
DiNuzzo Private Wealth, Inc.4,102$1.98M0.22%+1813F-HRTimeline
Lombard Odier Asset Management (USA) Co…4,092$1.98M0.81%-1,14313F-HRTimeline
Farringdon Capital, Ltd.4,087$1.98M0.49%new13F-HRTimeline
PINNBROOK CAPITAL MANAGEMENT LP4,086$1.98M0.51%-29,56113F-HRTimeline
jvl associates llc4,084$1.98M0.64%-13313F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,083$1.97M1%013F-HRTimeline
Phocas Financial Corp.4,080$1.97M0.26%013F-HR/ATimeline
DEFINED WEALTH MANAGEMENT, LLC4,080$1.97M1.14%+8213F-HRTimeline
Advocate Investing Services LLC4,079$1.97M1.77%13F-HRTimeline
Thoma Capital Management LLC4,078$1.97M1.14%-27113F-HRTimeline
Narus Financial Partners, LLC4,076$1.97M0.54%-113F-HRTimeline
Georgetown University4,073$1.97M0.78%+713F-HRTimeline
Tacita Capital Inc4,066$1.97M1.14%-16513F-HRTimeline
Collaborative Wealth Managment Inc.4,065$1.97M0.69%+2,23913F-HRTimeline
Advisory Advocates, LLC4,062$1.96M1.95%13F-HRTimeline
Powell Investment Advisors, LLC4,057$1.96M0.68%+113F-HRTimeline
Integras Partners LLC4,057$1.96M1.59%-1,78813F-HRTimeline
Trademark Financial Management, LLC4,052$1.96M1.08%-13813F-HRTimeline
Crane Advisory, LLC4,107$1.96M0.3%+3713F-HRTimeline
PMG Wealth Management, Inc.4,049$1.96M1.43%+3713F-HRTimeline
EQ WEALTH ADVISORS, LLC4,042$1.95M1.15%-28713F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,042$1.95M1.9%013F-HRTimelineGroup
Visionary Horizons, LLC4,040$1.95M1.01%+11913F-HRTimeline
SMART Wealth LLC4,035$1.95M0.59%-87113F-HRTimeline
Driehaus Capital Management LLC4,032$1.95M0.01%-1,80113F-HRTimeline
BHK Investment Advisors, LLC4,020$1.94M0.64%+1,13113F-HRTimeline
Columbia River Financial Group, LLC4,012$1.94M1.19%+613F-HRTimeline
Omnitrust Wealth Management, Inc4,011$1.94M2.47%13F-HRTimeline

Events

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

    Accepted , ingested