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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
Sightline Wealth Advisors, LLC3,258$1.21M0.51%+213F-HRTimeline
Wealth Science Advisors LLC2,491$1.2M0.68%013F-HRTimeline
Wealth Forward, LLC3,253$1.2M0.68%+2113F-HRTimeline
McClarren Financial Advisors, Inc.3,253$1.2M0.71%-23013F-HRTimeline
Beckerman Institutional, LLC3,251$1.2M0.64%+32213F-HRTimeline
Sage Investment Advisers LLC3,254$1.2M0.89%+26713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,246$1.2M1.88%+18213F-HRTimeline
Stewardship Advisors, LLC3,246$1.2M0.28%+21913F-HRTimeline
3 FACTOR INDEXING, LLC3,243$1.2M1.13%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,241$1.2M0.23%-52713F-HRTimeline
Tanglewood Legacy Advisors, LLC3,240$1.2M0.43%+113F-HRTimeline
XY Planning Network, Inc.3,247$1.2M0.19%+21313F-HRTimeline
Granite FO LLC3,232$1.2M0.71%013F-HR/ATimeline
Lexington Hill Partners, LLC3,230$1.2M0.68%+1,24313F-HRTimeline
Armbruster Capital Management, Inc.3,229$1.2M0.2%-6613F-HRTimeline
Flower City Capital3,228$1.2M0.6%+1613F-HRTimeline
Slocum, Gordon & Co LLP3,225$1.19M0.81%-11613F-HRTimeline
VISION FINANCIAL MARKETS LLC3,224$1.19M1.16%+18113F-HRTimeline
Red Tortoise LLC3,217$1.19M0.5%-413F-HRTimeline
SPG ADVISORS LLC3,823$1.19M18.13%-1813F-HRTimeline
Copley Financial Group, Inc.3,215$1.19M0.72%+46713F-HRTimeline
Persium Advisors, LLC3,212$1.19M0.94%+72513F-HRTimeline
Quaker Wealth Management, LLC3,210$1.19M0.37%+55613F-HRTimeline
Plan Group Financial, LLC3,208$1.19M0.28%-26013F-HRTimeline
WARNER FINANCIAL, INC3,200$1.19M0.41%013F-HRTimeline
SYKON CAPITAL LLC3,200$1.18M0.39%-32813F-HRTimeline
Ackerman Capital Advisors, LLC3,198$1.18M0.24%-24613F-HRTimeline
Kassira Wealth Management LLC3,196$1.18M1.09%+39013F-HRTimeline
RHS Financial, LLC3,187$1.18M0.56%-11113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,185$1.18M0.87%-12313F-HRTimeline
Seneca Financial Advisors LLC3,184$1.18M0.35%+913F-HRTimeline
BROGAN FINANCIAL, INC.3,183$1.18M0.52%-3413F-HRTimeline
Alpha Financial Partners LLC3,182$1.18M0.7%+2813F-HRTimeline
Bay Capital Advisors, LLC3,179$1.18M0.73%-25913F-HRTimeline
Austin Wealth Management, LLC3,154$1.18M0.27%-81313F-HRTimeline
Sage Investment Counsel LLC3,176$1.18M1.3%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.3,175$1.18M0.23%-34813F-HRTimeline
Seven Springs Wealth Group, LLC3,174$1.17M0.27%-5713F-HRTimeline
Serenity Investment Advisors2,807$1.17M0.55%-20713F-HRTimeline
Aigen Investment Management, LP3,172$1.17M0.3%-13,39613F-HRTimeline
Woodward Financial Advisors, Inc.3,270$1.17M0.45%-7813F-HRTimeline
Core Wealth Advisors, Inc.3,166$1.17M0.28%+14213F-HRTimeline
Arbor Wealth Advisors LLC3,163$1.17M0.82%013F-HRTimeline
Financial Planning Navigators CORP3,159$1.17M0.51%+68513F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,158$1.17M0.72%-2,26613F-HRTimeline
Michels Family Financial, LLC3,156$1.17M0.84%+23813F-HRTimeline
Driehaus Capital Management LLC3,153$1.17M0.01%-87913F-HRTimeline
Sharp Wealth Advisory, LLC3,147$1.17M0.58%-17413F-HRTimeline
PMG Wealth Management, Inc.3,144$1.16M0.84%-90513F-HRTimeline
Stegner Investment Associates Inc.3,144$1.16M0.64%+2,27113F-HRTimeline
ODonnell Financial Services, LLC3,143$1.16M0.4%-1913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,139$1.16M0.39%-413F-HRTimeline
Dakota Community Bank & Trust NA3,139$1.16M3.93%-14013F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY3,137$1.16M0.26%013F-HRTimeline
Numerai GP LLC3,136$1.16M0.12%-2,35713F-HRTimeline
Lynch Investment Planning, LLC3,132$1.16M1.04%-11313F-HRTimeline
Parker Financial LLC3,129$1.16M0.46%+18913F-HRTimeline
Dorato Capital Management3,086$1.16M0.85%+2513F-HRTimeline
USAdvisors Wealth Management, LLC3,215$1.15M0.38%+5213F-HRTimeline
REDW Wealth LLC3,116$1.15M0.46%-8713F-HRTimeline
MASECO LLP3,115$1.15M0.04%-3913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,112$1.15M0.56%+40313F-HRTimeline
INSIGHT 2811, INC.3,108$1.15M0.5%+613F-HRTimeline
Lutz Financial Services LLC3,100$1.15M0.08%+8313F-HRTimeline
HEARTLAND ADVISORS INC3,090$1.14M0.06%+18013F-HRTimeline
Plum Street Advisors, LLC3,083$1.14M0.4%-6013F-HRTimeline
Trinity Wealth Management, LLC3,074$1.14M0.42%+513F-HRTimeline
Future Fund LLC3,068$1.14M0.4%+2013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC3,061$1.13M0.46%+49213F-HRTimeline
Clark & Stuart, Inc3,056$1.13M0.76%+413F-HRTimeline
Leslie Global Wealth, LLC3,050$1.13M0.59%+13013F-HRTimeline
RED REEF ADVISORS LLC3,048$1.13M1.18%-30913F-HRTimeline
Hudson Portfolio Management LLC3,044$1.13M0.95%+97313F-HRTimeline
Kaufman Rossin Wealth, LLC3,041$1.13M0.65%+48613F-HRTimeline
Karras Company, Inc.3,041$1.13M1.14%+76013F-HRTimeline
Milestones Private Investment Advisors …3,034$1.12M0.99%-3,05013F-HRTimeline
Burkett Asset Management Ltd3,028$1.12M1.1%+44713F-HRTimeline
OMNI 360 Wealth, Inc.3,023$1.12M0.58%-813F-HRTimeline
Peak Financial Management, Inc.3,009$1.11M0.28%-1,42913F-HRTimeline
MFG WEALTH MANAGEMENT, INC.3,006$1.11M0.92%-2,13713F-HRTimeline
PING CAPITAL MANAGEMENT, INC.3,000$1.11M0.43%+2,20013F-HRTimeline
CM Management, LLC3,000$1.11M0.93%new13F-HRTimeline
Birnam Oak Advisors, LP3,000$1.11M0.31%-3,00013F-HRTimeline
De Lisle Partners LLP3,000$1.11M0.13%013F-HRTimeline
Gallacher Capital Management LLC2,998$1.11M0.43%+9813F-HRTimeline
Alexis Investment Partners, LLC3,078$1.1M0.76%-1,78313F-HRTimeline
Reyes Financial Architecture, Inc.2,980$1.1M0.9%-22213F-HRTimeline
Blankinship & Foster, LLC2,977$1.1M0.24%-3113F-HRTimeline
OPTIMA CAPITAL LLC2,969$1.1M0.51%+10513F-HRTimeline
WPWealth LLP2,960$1.1M0.17%-9413F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,957$1.09M1.15%+1,08713F-HRTimeline
Dogwood Wealth Management LLC2,952$1.09M0.47%-91113F-HRTimeline
Financial Guidance Group, Inc.2,952$1.09M0.44%-21313F-HRTimeline
Benson Wealth Management INC2,949$1.09M1.49%+42813F-HRTimeline
Navigation Group, LLC2,945$1.09M0.26%13F-HRTimeline
Diesslin Group, Inc.2,940$1.09M0.49%+113F-HRTimeline
Bedminster, LLC2,930$1.08M1.01%-4913F-HRTimeline
Innovative Wealth Building LLC2,929$1.08M0.76%+5913F-HRTimeline
Ehrenkranz Partners L.P.2,929$1.08M0.86%-1613F-HRTimeline
GOLDEN ROAD ADVISORS LLC2,927$1.08M0.62%-4813F-HRTimeline
Hyposwiss Advisors SA2,924$1.08M1.07%-5513F-HRTimeline
Vanguard Capital Wealth Advisors2,921$1.08M1%-42613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SWMG, LLC2,921$1.08M0.31%-23013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…2,914$1.08M0.88%-2213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY2,914$1.08M0.69%+5513F-HRTimeline
CSS LLC/IL2,910$1.08M0.06%+1,28013F-HRTimeline
Ballew Advisors, Inc2,877$1.07M0.61%-2213F-HRTimeline
Saber Capital Managment, LLC2,900$1.07M0.83%+50013F-HRTimeline
Windmill Hill Asset Management Ltd2,899$1.07M0.33%-9,27613F-HRTimeline
Brooklands Fund Management Ltd2,899$1.07M1.41%new13F-HRTimeline
BostonPremier Wealth LLC2,898$1.07M0.55%-28813F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…2,894$1.07M0.24%-7,42013F-HRTimelineGroup
COGENT STRATEGIC WEALTH LLC2,892$1.07M1.1%+1,68513F-HRTimeline
REXFORD CAPITAL INC2,887$1.07M0.76%+18813F-HRTimeline
Peirce Capital Management, LLC2,885$1.07M0.42%013F-HRTimeline
JHP Wealth Management, LLC2,873$1.06M1.02%-4013F-HRTimeline
Commerce Advisors, LLC2,868$1.06M0.89%13F-HRTimeline
Good Harbor Advisors, Inc.2,860$1.06M1.16%013F-HRTimeline
Fiscal Wisdom Wealth Management, LLC2,859$1.06M1.02%-2513F-HRTimeline
CHASE INVESTMENT COUNSEL CORP2,860$1.06M0.28%+44313F-HRTimeline
Breachway Investments LLC2,864$1.06M1.02%-4713F-HRTimeline
ATX Financial Planning, LLC2,857$1.06M0.8%-19313F-HRTimeline
Defender Capital, LLC.2,852$1.06M0.37%+213F-HRTimeline
TCP Asset Management, LLC2,851$1.06M0.14%+64113F-HRTimeline
FIDELIS iM, LLC2,849$1.05M0.4%+50213F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.2,477$1.05M0.73%+44113F-HRTimeline
Asset Allocation & Management Company, …2,840$1.05M0.39%013F-HRTimeline
SwitchPoint Financial Planning, LLC2,837$1.05M0.71%-15513F-HRTimeline
Foundation Wealth Management, LLC2,833$1.05M0.71%-51813F-HRTimeline
Conservest Capital Advisors, Inc.2,828$1.05M0.09%-513F-HRTimeline
Kondo Wealth Advisors, Inc.2,822$1.05M0.39%-25113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,822$1.04M0.49%-9113F-HRTimeline
LAVELLE CAPITAL LP2,822$1.04M0.65%+6913F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC2,821$1.04M0.85%-20513F-HRTimeline
Equita Financial Network, Inc.2,811$1.04M0.33%-8313F-HRTimeline
Bright Futures Wealth Management, LLC.2,810$1.04M0.71%+13213F-HRTimeline
Tilson Financial Group, Inc.2,810$1.04M0.31%+313F-HRTimeline
S&A Financial Services, Inc.2,807$1.04M0.71%13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,802$1.04M0.31%+3313F-HRTimeline
American Capital Advisory, LLC2,801$1.04M0.42%+8313F-HRTimeline
Harvest Investment Advisors, LLC2,801$1.04M0.58%-9513F-HRTimeline
BANTAMAC CAPITAL, LLC2,800$1.04M0.75%013F-HRTimeline
Presidio Capital Management, LLC2,796$1.04M0.3%+5013F-HRTimeline
Arlington Capital Management, Inc.2,790$1.03M0.58%-4713F-HRTimeline
E-Wealth Partners, LLC2,790$1.03M0.84%+89313F-HRTimeline
Climber Capital SA2,790$1.03M0.68%+1,45113F-HRTimeline
JMAC ENTERPRISES LLC2,786$1.03M0.2%013F-HRTimeline
GatePass Capital, LLC2,785$1.03M0.5%+64113F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.2,782$1.03M0.62%+64913F-HRTimeline
21 West Wealth Management LLC2,781$1.03M0.96%-2713F-HRTimeline
West Financial Advisors, LLC2,781$1.03M0.17%-4813F-HRTimeline
Joseph P. Lucia & Associates, LLC2,779$1.03M0.37%-12513F-HRTimeline
ASO GROUP Ltd2,776$1.03M0.43%013F-HRTimeline
BG Investment Services, LLC2,771$1.03M0.85%+1,21513F-HRTimeline
Cairn Investment Group, Inc.2,770$1.02M0.51%-10313F-HRTimeline
Seaside Wealth Management, Inc.2,765$1.02M0.29%-2313F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…2,764$1.02M0.92%+42113F-HRTimeline
R. W. Roge & Company, Inc.2,762$1.02M0.49%-18513F-HRTimeline
Signature Resources Capital Management,…2,758$1.02M0.48%-4113F-HRTimeline
Ipsen Advisor Group LLC2,754$1.02M0.71%+5413F-HRTimeline
EPIQ PARTNERS, LLC2,751$1.02M0.48%+3513F-HRTimeline
Charter Capital Management, LLC\DE2,724$1.01M0.5%+86313F-HRTimeline
Camelot Portfolios, LLC2,717$1.01M0.76%-1713F-HRTimeline
Opus Financial Solutions LLC2,712$1M0.95%-12713F-HRTimeline
Provident Living Financial Services, In…2,710$1M1.11%+2213F-HRTimeline
True Link Financial Advisors, LLC2,703$1M0.06%-43113F-HR/ATimeline
Intergy Private Wealth, LLC2,702$1M0.29%-88213F-HRTimeline
Smith Asset Management Co., LLC2,700$999K0.86%+1,83413F-HRTimeline
Diametric Capital, LP2,692$996K0.26%+1,41613F-HRTimeline
Dedeker Financial LLC2,688$995K0.87%-39813F-HRTimeline
A4 Wealth Advisors LLC2,688$995K0.83%-9913F-HRTimeline
Burk Holdings LLC2,688$995K0.43%+1813F-HRTimeline
Philip James Wealth Mangement, LLC2,686$994K0.11%-7413F-HRTimeline
Thayer Partners, LLC / MA2,685$994K0.47%+37913F-HRTimeline
Brightwater Advisory LLC2,685$994K0.66%-14713F-HRTimeline
Englebert Financial Advisers, LLC2,685$994K1.13%+2,40013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,680$992K0.65%+5013F-HRTimeline
Covestor Ltd2,677$991K0.69%-89813F-HRTimeline
Premier Private Wealth Management LLC2,677$991K1.04%-4513F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,665$987K0.03%013F-HRTimeline
BLVD Private Wealth, LLC2,660$985K0.86%-42613F-HRTimeline
Waterford Advisors, LLC2,742$984K0.31%+1213F-HRTimeline
MONEYWISE, INC.2,659$984K0.43%013F-HRTimeline
Hirtle & Co., LLC2,659$984K0.03%-52513F-HRTimeline
Lauterbach Financial Advisors, LLC2,655$983K0.48%013F-HRTimeline
Harbor Group, Inc.2,653$982K0.14%+20313F-HRTimeline
Hiley Hunt Wealth Management2,648$980K0.43%-1513F-HRTimeline
Stone Wealth Partners2,647$980K0.88%+51213F-HRTimeline
Cushing Capital Partners, LLC2,646$979K0.75%-12013F-HRTimeline
Wealth Advisors Northwest LLC2,644$979K0.41%-17913F-HRTimeline
Northwest Quadrant Wealth Management, L…2,643$978K0.2%-6913F-HRTimeline
Constant Guidance Financial LLC2,643$978K0.68%-4,24013F-HRTimeline
Trellis Wealth Advisors LLC2,642$978K0.37%+32713F-HRTimeline
Main Line Retirement Advisors, LLC2,639$977K0.49%-13913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,637$976K0.56%+1413F-HRTimeline
Randall & Associates Wealth Management2,634$975K0.66%+1113F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,633$975K0.14%-10613F-HRTimelineGroup
GuidedMoney, LLC2,632$974K0.51%-8413F-HRTimeline
STUART INVESTMENT ADVISORS, INC.2,632$974K0.43%+1,03513F-HRTimeline
Alternative Investment Advisors, LLC.2,625$973K0.43%+7713F-HRTimeline

Events

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

    Accepted , ingested