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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

6,142 managers (6,239 13F filers) reported a position in MSFT shares at 2026-03-31, 5,384,259,290 shares in all. 122 filers opened a position and 220 filers sold out during the quarter.

Managers
6,142
13F filers
6,239
New
122
Added
3,259
Reduced
2,426
Sold out
220
Shares held by filers
5,384,259,290

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Cedar Wealth Management, LLC4,679$1.73M0.5%+13913F-HRTimeline
CPA Asset Management Group, LLC4,673$1.73M0.58%013F-HRTimeline
Elite Life Management LLC4,166$1.73M2.17%-213F-HRTimeline
Gambit Capital Management, LLC4,672$1.73M1.24%+1213F-HRTimeline
Berry Wealth Group, LP4,662$1.73M6.45%-24013F-HRTimeline
AllGen Financial Advisors, Inc.4,656$1.72M0.41%-1,59113F-HRTimeline
Fund Advisors of America Inc/FL4,653$1.72M1.75%-41713F-HRTimeline
Advisory Resource Group4,653$1.72M0.3%-3,22713F-HRTimeline
Cannon Wealth Management Services, LLC4,653$1.72M1.16%+4013F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,651$1.72M0.31%+15613F-HRTimeline
Altar Rock LLC4,646$1.72M2.02%-9713F-HRTimeline
Unified Investment Management4,643$1.72M1.77%+13613F-HRTimeline
Kelly Financial Services LLC4,637$1.72M0.41%-1713F-HRTimeline
Prospect Financial Group LLC4,636$1.72M1.58%-9513F-HRTimeline
Aster Capital Management (DIFC) Ltd4,571$1.72M0.56%-3,57513F-HRTimeline
Womack Financial LLC4,630$1.71M1.26%+3113F-HRTimeline
BlueChip Wealth Advisors LLC4,684$1.71M0.75%+21213F-HRTimeline
Sterling Wealth Management, Inc.4,629$1.71M0.47%-613F-HRTimeline
FreeGulliver LLC4,621$1.71M0.72%-9713F-HRTimeline
Latash Investments, LLC4,610$1.71M1.32%013F-HRTimeline
ACCOUNT MANAGEMENT LLC4,595$1.7M1.86%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK4,593$1.7M0.24%013F-HRTimelineGroup
Palatine Hill Wealth Management, LLC4,586$1.7M1.48%-31113F-HRTimeline
Element Wealth, LLC4,585$1.7M0.7%-5813F-HRTimeline
Mountain Capital Investment Advisors In…3,995$1.7M0.25%+4313F-HRTimeline
Yoder Wealth Management, Inc.4,573$1.69M0.77%+23313F-HRTimeline
Rather & Kittrell, Inc.4,572$1.69M0.26%-27113F-HRTimeline
Long Road Investment Counsel, LLC4,567$1.69M0.66%013F-HRTimeline
Wiser Wealth Management, Inc4,561$1.69M0.36%+20813F-HRTimeline
Peterson Wealth Advisors, LLC4,560$1.69M0.22%-4213F-HRTimeline
Navigate Wealth Management, LLC3,975$1.69M1.18%13F-HRTimeline
LECAP ASSET MANAGEMENT LTD4,555$1.69M0.63%new13F-HRTimeline
Integrity Wealth Partners, LLC4,548$1.68M1.52%13F-HRTimeline
Perissos Private Wealth Management, LLC4,548$1.68M1.46%-40213F-HRTimeline
PROMETHIUM ADVISORS,LLC4,545$1.68M0.87%+8013F-HRTimeline
American National Bank of Texas4,544$1.68M1.6%+713F-HRTimeline
Weaver C. Barksdale & Associates, Inc.4,539$1.68M1.6%+26013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,539$1.68M0.78%-1813F-HRTimeline
IVC Wealth Advisors LLC4,539$1.68M0.73%+12013F-HRTimeline
Walker Financial Services, Inc.4,535$1.68M0.57%-1,09913F-HRTimeline
Vericrest Private Wealth4,529$1.68M1.5%-26613F-HRTimeline
Causey Wealth LLC4,522$1.67M0.71%+22813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.4,662$1.67M0.29%new13F-HRTimeline
Frederick Financial Consultants, LLC4,520$1.67M0.83%-56713F-HRTimeline
Ark Wealth Advisors LLC4,508$1.67M1.65%+52413F-HRTimeline
Urban Wealth Management, LLC4,499$1.67M1.71%-3,89313F-HRTimeline
Momentous Wealth Management, Inc.4,498$1.66M0.95%-8313F-HRTimeline
HighMark Wealth Management LLC4,506$1.66M0.68%+79613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,490$1.66M0.31%-23513F-HRTimeline
IFS Group,LLC4,489$1.66M1.48%13F-HRTimeline
Warburton Capital Management, LLC4,447$1.66M0.81%-61513F-HRTimeline
Redwood Financial Network Corp4,481$1.66M1.09%+2013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,481$1.66M0.7%+17413F-HRTimeline
WJ Financial Advisors LLC4,477$1.66M1.34%+1,87913F-HRTimeline
Payne Capital Management, LLC4,474$1.66M0.5%+18213F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,472$1.66M0.94%-80313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC4,470$1.65M0.9%-4713F-HRTimeline
Koa Wealth Management, LLC4,468$1.65M1.2%+12213F-HRTimeline
Advocate Investing Services LLC4,465$1.65M1.4%+38613F-HRTimeline
jvl associates llc4,464$1.65M0.55%+38013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,459$1.65M0.77%-6213F-HRTimeline
Targeted Financial Services LLC4,454$1.65M1.35%013F-HRTimeline
Morton Brown Family Wealth, LLC4,453$1.65M0.44%+2013F-HRTimeline
Prospect Financial Services LLC4,447$1.65M1.01%+23913F-HRTimeline
Evergreen Wealth Partners LLC4,445$1.65M1.26%+5813F-HRTimeline
Laidlaw Wealth Management LLC4,438$1.64M5.7%-7513F-HRTimeline
Resolute Advisors LLC4,429$1.64M0.68%+2,59613F-HRTimeline
Tripletail Wealth Management, LLC4,388$1.64M2.23%-13613F-HRTimeline
Ankerstar Wealth, LLC4,424$1.64M1.73%+66113F-HRTimeline
Tenzing Financial LLC4,260$1.64M1.23%-37913F-HRTimeline
Visionary Horizons, LLC4,420$1.64M0.81%+38013F-HRTimeline
ENTRUST FINANCIAL LLC4,420$1.64M1.14%-4613F-HRTimeline
Meramec Financial Planners, LLC3,910$1.63M0.65%+1613F-HRTimeline
Odyssey Capital Advisors, Inc.4,416$1.63M1.46%+56013F-HRTimeline
Sharkey, Howes & Javer4,413$1.63M0.22%-64013F-HRTimeline
Kingsbury Capital Investment Advisors L…4,412$1.63M1.53%13F-HRTimeline
PeakShares LLC4,412$1.63M1.5%+1,62313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.4,410$1.63M0.35%-35713F-HRTimeline
VestGen Investment Management4,408$1.63M0.9%+49513F-HRTimeline
NavPoint Financial, Inc.4,406$1.63M0.66%013F-HRTimeline
Drum Hill Capital, LLC4,405$1.63M1.5%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…4,405$1.63M1.24%-33513F-HRTimeline
Rock Point Advisors, LLC4,397$1.63M0.44%-4713F-HRTimeline
Tranquilli Financial Advisor LLC4,396$1.63M0.95%+97013F-HRTimeline
WESPAC Advisors, LLC4,390$1.63M0.89%-31513F-HRTimeline
North Forty Two & Co.4,386$1.62M1.5%-6313F-HRTimeline
Clarion Wealth Managment Partners, LLC4,376$1.62M1.47%+4213F-HRTimeline
Caldwell Investment Management Ltd.4,500$1.62M0.63%new13F-HRTimeline
Campbell Deegan Wealth Management, LLC4,356$1.61M1.3%+5113F-HRTimeline
Collaborative Fund Advisors, LLC4,353$1.61M1%13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,351$1.61M0.27%+24713F-HRTimeline
POTENTIA WEALTH4,351$1.61M0.62%-12,86613F-HRTimeline
Valued Retirements, Inc.4,336$1.6M1.57%+2613F-HRTimeline
Wiser Advisor Group LLC4,335$1.6M1.94%-19213F-HRTimeline
ACT Advisors, LLC.4,331$1.6M0.68%+66213F-HRTimeline
P.A.W. CAPITAL CORP4,340$1.6M1.28%new13F-HR/ATimeline
Tailwinds Wealth, LLC4,329$1.6M3.93%-12213F-HRTimeline
Blue Water Asset Management4,325$1.6M0.55%-29713F-HRTimeline
LeClair Wealth Partners LLC4,325$1.6M0.55%-8,60813F-HRTimeline
Crane Advisory, LLC3,802$1.6M0.24%-30513F-HRTimeline
Cedar Mountain Advisors, LLC4,305$1.59M0.31%-23013F-HRTimeline
Kearns & Associates LLC4,305$1.59M0.86%013F-HRTimeline
Portus Wealth Advisors, LLC4,303$1.59M1.5%-80913F-HRTimeline
ABOUND FINANCIAL, LLC4,285$1.59M0.69%-38513F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,176$1.58M0.68%-2,17313F-HRTimeline
Norris Financial Group, LLC4,269$1.58M0.52%+15213F-HRTimeline
Glass Jacobson Investment Advisors llc4,267$1.58M0.54%+8713F-HRTimeline
Keener Financial Planning LLC4,268$1.58M0.66%+49013F-HRTimeline
BHK Investment Advisors, LLC4,266$1.58M0.53%+24613F-HRTimeline
Gridiron Partners, LLC4,265$1.58M0.96%013F-HRTimeline
Strategic Financial Partners, Ltd.4,264$1.58M0.68%-1813F-HRTimeline
GERBER, LLC4,263$1.58M0.89%+3613F-HRTimeline
Severin Investments, LLC4,254$1.57M1.35%-3413F-HRTimeline
Sonoma Allocations LLC4,235$1.57M0.54%-46813F-HRTimeline
Beta Wealth Group, Inc.4,252$1.57M0.65%-42413F-HRTimeline
Box Hill Private Wealth LLC4,251$1.57M1.56%-1713F-HRTimeline
Independence Wealth Advisors, LLC4,251$1.57M0.84%+41313F-HRTimeline
Hobbs Group Advisors, LLC4,247$1.57M0.47%-16113F-HRTimeline
Vantage Point Financial LLC4,247$1.57M0.55%-72413F-HRTimeline
Oregon Pacific Wealth Management, LLC4,243$1.57M1.64%+48113F-HRTimeline
Coign Capital Advisors LLC4,241$1.57M0.82%+71413F-HRTimeline
Kelman-Lazarov, Inc.4,239$1.57M0.22%-81913F-HRTimeline
Allie Family Office LLC4,233$1.57M0.68%+2,42213F-HR/ATimeline
Post Resch Tallon Group Inc.4,215$1.57M1.27%+60713F-HRTimeline
Integrity Wealth Solutions LLC4,230$1.57M0.62%+7413F-HRTimeline
CAP Partners, LLC4,223$1.56M0.88%-813F-HRTimeline
Gray Private Wealth, LLC4,220$1.56M0.79%+77913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC4,209$1.56M0.91%+12913F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,205$1.56M0.02%-488,29913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC4,200$1.55M0.2%+47513F-HRTimeline
Yoffe Investment Management, LLC4,200$1.55M1.99%013F-HRTimeline
OFS Enterprise LLC4,199$1.55M0.46%13F-HRTimeline
Madrid Wealth Management, LLC10,789$1.55M1.17%+6,97813F-HR/ATimeline
NerdWallet Wealth Partners, LLC4,190$1.55M0.68%-39413F-HRTimeline
Impact Investors, Inc4,181$1.55M1.08%-7613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,179$1.55M1.05%+1913F-HRTimeline
Cannon Capital Management, Inc.4,178$1.55M1.26%+81013F-HRTimeline
Creative Capital Management Investments…4,178$1.55M0.44%+33913F-HRTimeline
Coordinated Financial Services, Inc.4,174$1.55M0.89%-36513F-HRTimeline
Diversified Portfolios, Inc.4,170$1.54M0.13%-26113F-HRTimeline
American Financial Advisors, LLC4,167$1.54M0.21%-2513F-HRTimeline
SPRUCEGROVE INVESTMENT MANAGEMENT LTD4,160$1.54M0.25%new13F-HRTimeline
Legacies Wealth LLC4,158$1.54M0.98%+52713F-HRTimeline
Bernardo Wealth Planning LLC4,155$1.54M0.3%-3913F-HRTimeline
MorganRosel Wealth Management, LLC4,142$1.53M0.6%-2,26513F-HRTimeline
CogentBlue Wealth Advisors, LLC4,140$1.53M1.03%-1,69313F-HRTimeline
WFA of San Diego, LLC4,139$1.53M1.23%-2513F-HRTimeline
Tenon Financial LLC4,137$1.53M0.6%+37613F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD4,134$1.53M0.39%-4,43913F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…4,127$1.53M2.98%+1113F-HRTimeline
Nova Wealth Management, Inc.4,126$1.53M0.99%+94213F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…4,126$1.53M0.68%-9813F-HRTimeline
Cresta Advisors, Ltd.4,125$1.53M0.63%+2,00013F-HRTimeline
Larry Mathis Financial Planning, LLC4,121$1.53M1.37%+1,16813F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,120$1.53M0.64%+76513F-HRTimeline
Family Legacy Financial Solutions, LLC4,127$1.52M1.23%+1,37713F-HRTimeline
Lakewood Asset Management LLC4,113$1.52M0.97%-9813F-HRTimeline
RMR Capital Management, LLC4,107$1.52M1.1%013F-HRTimeline
Hardin Capital Partners, LLC4,105$1.52M0.71%+9613F-HRTimeline
Tillman Hartley LLC4,103$1.52M0.38%-3,16313F-HRTimeline
Advisory Advocates, LLC4,103$1.52M1.55%+4113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC4,092$1.51M0.22%+23113F-HRTimeline
SMART Wealth LLC4,086$1.51M0.44%+5113F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC4,083$1.51M0.76%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC4,082$1.51M1%-4813F-HRTimeline
Phocas Financial Corp.4,080$1.51M0.24%013F-HRTimeline
Investment Advisory Services Group LLC4,079$1.51M1.31%+3,22213F-HRTimeline
DiNuzzo Private Wealth, Inc.4,078$1.51M0.16%-2413F-HRTimeline
Brand Asset Management Group, Inc.4,073$1.51M0.39%+63313F-HRTimeline
Kingsman Wealth Management, Inc.4,064$1.5M0.84%-9,91713F-HRTimeline
William B. Walkup & Associates, Inc.4,001$1.5M0.9%013F-HRTimeline
SilverOak Wealth Management LLC4,053$1.5M0.24%-35813F-HRTimeline
Emergent Wealth Advisors, LLC4,051$1.5M0.89%+74613F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…4,042$1.5M1.59%013F-HRTimelineGroup
Everstar Asset Management, LLC4,029$1.49M0.79%+20713F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,028$1.49M0.59%-44713F-HRTimeline
Wheelhouse Advisory Group LLC4,018$1.49M0.49%-7113F-HRTimeline
Castleview Partners, LLC4,014$1.49M0.76%-49113F-HRTimeline
Integras Partners LLC4,013$1.49M0.98%-4413F-HRTimeline
Oxford Wealth Group, LLC4,001$1.48M0.81%-63413F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,000$1.48M0.33%013F-HRTimeline
Custos Family Office, LLC3,999$1.48M1.03%+1,66013F-HRTimeline
Client First Investment Management LLC3,995$1.48M0.77%013F-HRTimeline
Dale Q Rice Investment Management Ltd3,994$1.48M1.12%-413F-HRTimeline
Chatterton & Associates Inc.3,962$1.48M1.04%+57613F-HRTimeline
Lifelong Wealth Advisors, Inc.3,991$1.48M0.39%+65613F-HRTimeline
Integrated Capital Management, LLC3,991$1.48M0.62%+29913F-HRTimeline
DEFINE FINANCIAL, LLC3,989$1.48M0.8%+8713F-HRTimeline
Kurv Investment Management LLC4,103$1.47M1.56%+75913F-HRTimeline
Vermillion & White Wealth Management Gr…3,977$1.47M0.85%+16213F-HR/ATimeline
Marotta Asset Management3,983$1.47M0.27%-1213F-HRTimeline
Colorado Capital Management, Inc.3,975$1.47M0.55%+1,34113F-HRTimeline
Calder Financial LLC3,976$1.47M1.46%+813F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC3,966$1.47M0.61%-14513F-HRTimeline
Trinity Financial Advisors LLC3,965$1.47M0.42%+2713F-HRTimeline
Columbia River Financial Group, LLC3,960$1.47M0.85%-5213F-HRTimeline
Artesa Financial Group, LLC3,960$1.47M1.4%+19313F-HRTimeline
Integrity Investment Advisors, LLC3,956$1.46M0.79%-24713F-HRTimeline
NBZ Investment Advisors LLC3,946$1.46M0.64%+98013F-HRTimeline
Battery Global Advisors, LLC3,941$1.46M0.78%+3,92413F-HRTimeline

Events

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

    Accepted , ingested