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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
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
Joule Financial, LLC2,339$878K0.31%-27513F-HRTimeline
Leslie Global Wealth, LLC2,328$874K0.43%-46613F-HRTimeline
Lloyd Advisory Services, LLC.2,328$874K0.44%-23913F-HRTimeline
SwitchPoint Financial Planning, LLC2,323$872K0.83%-27413F-HRTimeline
Hill Investment Group Partners, LLC2,320$871K0.12%-3,87613F-HRTimeline
SACHEM HILL LLC2,316$869K0.17%+69413F-HRTimeline
Trellis Wealth Advisors LLC2,315$869K0.42%013F-HRTimeline
Joseph P. Lucia & Associates, LLC2,315$869K0.4%-29413F-HRTimeline
Auour Investments LLC2,193$867K0.31%013F-HRTimeline
Wealth Group Ltd2,304$865K0.25%-7013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,302$864K0.4%-12613F-HRTimeline
RiverGlades Family Offices LLC2,300$863K0.62%013F-HRTimeline
Noble Wealth Management PBC2,297$862K0.59%+6013F-HRTimeline
Graney & King, LLC2,297$862K0.64%+5313F-HRTimeline
O'Brien Wealth Partners LLC2,295$862K0.16%+1,02313F-HRTimeline
Stanich Group LLC2,293$861K0.64%+1113F-HRTimeline
Valtrion Capital Management, LLC2,290$860K1.16%+3713F-HRTimeline
ArrowMark Colorado Holdings LLC2,290$860K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,289$859K0.7%13F-HRTimeline
Xcel Wealth Management, LLC2,288$859K0.27%+1613F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,266$859K0.39%-6813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC2,281$856K0.29%-713F-HRTimeline
Weil Company, Inc.2,278$855K0.26%-15413F-HRTimeline
O'Connor Financial Group LLC2,277$855K0.44%+2013F-HRTimeline
Intergy Private Wealth, LLC2,273$853K0.32%-47813F-HRTimeline
Lombard Odier Asset Management (USA) Co…2,268$851K0.29%new13F-HRTimeline
McMill Wealth Management2,263$850K0.31%-29413F-HRTimeline
Fortress Financial Solutions, LLC2,259$848K1.23%+9113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,252$845K0.17%new13F-HRTimeline
Financial Symmetry Inc2,251$845K0.52%+15613F-HRTimeline
Arnhold LLC2,250$845K0.09%013F-HRTimeline
Insight Wealth Partners, LLC2,250$845K0.51%-58513F-HRTimeline
Innovator Capital Management, LLC2,247$844K15.78%+46113F-HRTimeline
Lighthouse Wealth Management Inc.2,246$843K0.77%-913F-HRTimeline
Summit Financial Consulting LLC2,240$841K0.78%13F-HRTimeline
Maren Capital LLC2,234$839K0.06%-20013F-HRTimeline
Incline Global Management LLC2,233$838K0.52%new13F-HRTimeline
Kendall Capital Management2,231$837K0.25%-30813F-HRTimeline
WINNACLE WEALTH LLC2,229$837K0.77%+36813F-HRTimeline
Cannon Financial Strategists, Inc.2,228$836K0.14%013F-HRTimeline
Passive Capital Management, LLC.2,226$836K0.26%+83313F-HRTimeline
Horrell Capital Management, Inc.2,211$830K0.35%013F-HRTimeline
Burk Holdings LLC2,203$827K0.62%+1,24913F-HRTimeline
Point72 (DIFC) Ltd2,200$826K0.08%-9,69313F-HRTimeline
Chicago Wealth Management, Inc.2,199$826K0.43%-2513F-HRTimeline
MA Private Wealth2,196$824K0.16%+5013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV2,194$824K0.74%+22313F-HRTimeline
Farringdon Capital, Ltd.2,190$822K0.41%-1,78213F-HRTimeline
Bright Futures Wealth Management, LLC.2,282$819K0.9%-44813F-HRTimeline
Mustard Seed Financial, LLC2,181$819K0.66%013F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.2,175$816K0.6%-19913F-HRTimeline
Wealth Forward, LLC2,162$812K0.58%013F-HRTimeline
Jentner Corp2,160$811K0.24%013F-HRTimeline
Brown Financial Advisory2,159$810K0.51%+1,51113F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,870$810K0.72%-2713F-HRTimeline
TSA Wealth Managment LLC2,149$807K0.32%+7313F-HRTimeline
Bryant Woods Investment Advisors, LLC2,146$806K0.39%-113F-HRTimeline
ForthRight Wealth Management, LLC2,142$804K0.27%-1513F-HRTimeline
TAGStone Capital, Inc.2,143$804K0.4%+76913F-HRTimeline
BALANCED WEALTH GROUP LLC2,139$803K0.39%+213F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.2,137$802K0.24%013F-HRTimeline
Entruity Wealth, LLC2,132$800K0.75%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,129$799K0.68%-27213F-HRTimeline
Caitlin John, LLC2,127$798K0.78%-20913F-HRTimeline
Cornerstone Financial Group, LLC /NE/1,776$798K0.72%+413F-HRTimeline
THOMPSON DAVIS & CO., INC.2,122$797K0.63%-3413F-HRTimeline
Binnacle Investments Inc2,120$796K0.58%13F-HRTimeline
Darrow Company, Inc.2,110$792K0.44%+1313F-HRTimeline
Core Wealth Advisors, Inc.2,109$792K0.25%+25313F-HRTimeline
Hobbs Wealth Management, LLC2,105$790K0.88%-81913F-HR/ATimeline
Disciplined Investments, LLC2,104$790K0.36%+32013F-HRTimeline
Mason Investment Advisory Services, Inc.2,090$785K0.05%+113F-HRTimeline
Resolute Advisors LLC2,089$784K0.23%-4,47913F-HRTimeline
Hughes Financial Services, LLC2,049$783K0.15%+18113F-HRTimeline
Lifestyle Asset Management, Inc.2,086$783K0.43%+74213F-HRTimeline
Chico Wealth RIA2,083$782K0.68%+513F-HRTimeline
Orca Wealth Management, LLC2,082$781K0.7%+11713F-HRTimeline
BetterWealth, LLC2,079$780K0.22%-37013F-HRTimeline
Sage Financial Management Group, Inc.2,071$777K0.28%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,069$777K0.18%-11613F-HRTimeline
Oak Wealth Advisors LLC2,069$777K0.57%-35513F-HRTimeline
Algorithmic Investment Models, LLC2,068$776K0.57%new13F-HRTimeline
Ardent Capital Management, Inc.2,067$776K0.34%013F-HRTimeline
Dominguez Wealth Management Solutions, …2,059$773K0.57%+23713F-HRTimeline
Copia Wealth Management2,056$772K0.71%-7513F-HRTimeline
HTG Investment Advisors, Inc.2,054$771K0.32%-13113F-HRTimeline
Randall & Associates Wealth Management2,052$770K0.63%-28613F-HRTimeline
Martel Wealth Advisors LLC2,049$769K0.15%-3013F-HRTimeline
IAG Wealth Partners, LLC2,048$769K0.12%+6613F-HRTimeline
Brickley Wealth Management2,044$767K0.16%+14913F-HRTimeline
Hoya Capital Real Estate, LLC2,044$767K15%013F-HRTimeline
Orin Green Financial, LLC2,136$767K0.36%new13F-HRTimeline
Hunter Perkins Capital Management, LLC2,035$764K0.18%+19513F-HRTimeline
Corus Family Wealth Advisors2,035$764K0.52%+42013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC2,034$764K0.47%+8413F-HRTimeline
Windsor Advisory Group, LLC2,031$762K0.99%-1513F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.2,031$762K0.39%+513F-HRTimeline
Transce3nd, LLC2,028$761K0.34%-2,02813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,026$761K1.34%+31713F-HRTimeline
Grey Fox Wealth Advisors, LLC2,023$760K0.2%+21413F-HRTimeline
Long Island Wealth Management, Inc.2,018$758K0.46%013F-HRTimeline
CBIZ Investment Advisory Services, LLC2,017$757K0.04%+49713F-HR/ATimeline
Carbahal Olsen Financial Services Group…2,011$755K0.72%-6113F-HRTimeline
Fairman Group, LLC1,785$752K0.69%-3013F-HRTimeline
Avid Wealth Partners LLC1,999$750K0.51%+51513F-HRTimeline
Keystone Global Partners, LLC1,994$749K0.53%13F-HRTimeline
Future Financial Wealth Managment LLC1,993$748K0.55%+313F-HRTimeline
Giverny Capital Inc.1,987$746K0.03%-36713F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC1,987$746K0.53%+23913F-HRTimeline
BWM Planning, LLC1,985$745K0.32%+1613F-HRTimeline
Axis Wealth Partners, LLC1,985$745K0.55%-7913F-HRTimeline
Horizon Family Wealth, Inc.1,984$745K0.5%-13113F-HRTimeline
Arcadia Wealth Management, LLC1,982$744K0.37%+18213F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.1,982$744K0.17%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,973$740K0.54%-8013F-HRTimeline
Plotkin Financial Advisors, LLC1,968$739K0.45%+4113F-HRTimeline
Manuka Financial, LLC1,951$732K0.47%+35713F-HRTimeline
Divergent Planning, LLC1,916$732K0.24%+48213F-HRTimeline
Portman Square Capital LLP1,950$732K0.1%new13F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,949$732K0.6%-2713F-HRTimeline
CGC Financial Services, LLC1,949$732K0.29%-13813F-HRTimeline
Compass Financial Services Inc1,949$732K0.38%+1,01413F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC1,948$731K0.5%+1013F-HRTimeline
CEERA INVESTMENTS, LLC1,944$730K0.25%+8313F-HRTimeline
RTD Financial Advisors, Inc.1,941$729K0.1%+20113F-HRTimeline
MCMORGAN & CO LLC1,941$729K0.12%-40313F-HRTimeline
Martin Investment Management, LLC1,937$727K0.18%+5013F-HRTimeline
Cyr Financial Inc.1,936$727K0.65%+5913F-HR/ATimeline
Eaton-Cambridge Inc.1,926$723K0.31%-10613F-HRTimeline
Compass Planning Associates Inc1,922$722K0.73%+313F-HRTimeline
REAP Financial Group, LLC1,917$720K0.18%+25513F-HRTimeline
Wheelhouse Advisory Group LLC1,914$719K0.41%-50813F-HRTimeline
Ruedi Wealth Management, Inc.1,914$718K0.22%+113F-HRTimeline
DHK Financial Advisors, Inc.1,908$716K0.39%-11613F-HRTimeline
Kathleen S. Wright Associates Inc.1,903$714K0.3%+1,21213F-HRTimeline
Whitcomb & Hess, Inc.1,903$714K0.22%+1213F-HRTimeline
Board of the Pension Protection Fund1,900$713K0.81%-30013F-HRTimeline
AAF Wealth Management, LLC1,899$713K0.38%+26013F-HRTimeline
Shakespeare Wealth Management, LLC1,897$712K0.19%+213F-HRTimeline
THOMAS STORY & SON LLC1,895$711K0.28%+20013F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,895$711K0.48%013F-HRTimeline
Beckerman Institutional, LLC1,894$711K0.51%-5713F-HRTimeline
MANE GLOBAL CAPITAL MANAGEMENT LP1,894$711K0.06%+1,00413F-HRTimeline
MontVue Capital Management, Inc.1,889$709K0.57%-34013F-HRTimeline
NAPA WEALTH MANAGEMENT1,888$709K0.4%-2,56613F-HRTimeline
Sterling Manor Financial, LLC1,886$708K0.51%013F-HRTimeline
Sharper & Granite LLC1,884$707K0.29%-10613F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.1,883$707K0.29%-92813F-HRTimeline
Parkshore Wealth Management, Inc.1,881$706K0.41%-3913F-HRTimeline
Israel Discount Bank of New York1,878$705K0.54%-72913F-HRTimeline
Uptown Financial Advisors LLC1,877$705K0.73%+18613F-HRTimeline
Capital Wealth Alliance, LLC1,876$704K0.42%+113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,874$703K1.6%+113F-HRTimeline
ESL Trust Services, LLC1,872$703K0.16%013F-HRTimeline
Centerline Wealth Advisors, LLC1,871$702K0.42%-8713F-HRTimeline
Verisail Partners, LLC1,870$702K0.32%+5013F-HRTimeline
Sequent Asset Management, LLC1,865$700K0.39%-11913F-HRTimeline
Delta Accumulation, LLC1,626$700K6.23%+313F-HRTimeline
Vermillion Wealth Management, Inc.1,856$697K0.2%-7713F-HRTimeline
Collaborative Wealth Managment Inc.1,848$694K0.32%-18713F-HRTimeline
Compton Financial Group, LLC1,846$693K0.2%013F-HRTimeline
Note Advisors, LLC1,846$693K0.57%013F-HRTimeline
LEGACY SOLUTIONS, LLC1,845$693K0.76%-3813F-HRTimeline
Poplar Forest Capital LLC1,844$692K0.12%013F-HRTimeline
Alpha DNA Investment Management LLC1,843$692K14.94%-5,07313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…1,842$691K0.29%+113F-HRTimeline
KAHN BROTHERS GROUP INC1,839$691K0.14%013F-HRTimeline
Forbes Financial Planning, Inc.1,835$689K0.51%-1013F-HRTimeline
DBK Financial Counsel, LLC1,828$686K0.69%-7613F-HRTimeline
Baron Financial Group, LLC1,825$685K0.43%-2613F-HRTimeline
ENZI WEALTH1,768$685K0.28%-3213F-HRTimeline
Harbor Group, Inc.1,824$685K0.14%-3013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,823$684K0.19%+34713F-HRTimeline
Cinctive Capital Management LP1,820$683K0.05%-26,56713F-HRTimeline
Strategent Financial, LLC1,819$683K0.62%013F-HRTimeline
Synergy Investment Management, LLC1,819$683K0.29%+713F-HRTimeline
MRWM Advisors, LLC1,816$682K0.47%+11613F-HRTimeline
NCP Inc.1,813$681K0.92%-6,17113F-HRTimeline
Dodds Wealth, LLC1,808$679K0.22%-1213F-HRTimeline
Galibier Capital Management Ltd.1,808$679K0.21%-25013F-HRTimeline
Hudson Portfolio Management LLC1,800$676K0.65%+1,24213F-HRTimeline
Foundry Financial Group, Inc.1,800$676K0.42%+17313F-HRTimeline
Praetorian Wealth Management, Inc.1,799$675K0.16%-413F-HRTimeline
VanderPol Investments L.L.C.1,797$675K1.43%+413F-HRTimeline
ETF Portfolio Partners, Inc.1,789$672K0.2%013F-HRTimeline
BFI Infinity Ltd.1,788$671K0.72%-9,58513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC1,785$670K0.47%013F-HRTimeline
FIDELIS iM, LLC1,786$670K0.31%+313F-HRTimeline
Compass Financial Group, Inc.1,784$670K0.34%013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,782$669K0.54%-1213F-HRTimeline
Cutler Capital Management, LLC1,783$669K0.23%+33513F-HRTimeline
Rolek Wealth Management LLC1,735$669K0.69%-5113F-HRTimeline
Wingate Wealth Advisors, Inc.1,781$669K0.77%-58713F-HRTimeline
Carmel Capital Partners, LLC1,779$668K0.26%-2513F-HRTimeline
BlueStem Wealth Partners, LLC1,777$667K0.09%-1913F-HRTimeline
LGL PARTNERS, LLC1,769$664K0.32%-3,09513F-HRTimeline
Family Office Research LLC1,759$661K0.32%+15813F-HRTimeline
ShankerValleau Wealth Advisors, Inc.1,757$660K0.21%013F-HRTimeline
ENTREWEALTH, LLC1,746$655K0.5%+84113F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,744$655K0.45%+84813F-HRTimeline

Events

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

    Accepted , ingested