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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
Penney Financial, LLC1,736$652K0.43%013F-HRTimeline
Holos Integrated Wealth LLC1,730$649K0.43%-22113F-HRTimeline
Advantage Trust Co1,728$649K0.39%-813F-HRTimeline
Bruce G. Allen Investments, LLC1,727$648K0.51%+2713F-HRTimeline
TOBAM1,723$647K0.28%-2,96913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CORRADO ADVISORS, LLC1,718$645K0.43%+23713F-HRTimeline
CAPSTONE CAPITAL LLC1,718$645K0.52%+5113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,714$644K0.5%+46213F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,711$642K0.08%-24713F-HRTimeline
Quarry LP1,709$642K0.16%+77713F-HRTimeline
Joel Adams & Associates, Inc.1,708$641K0.58%013F-HRTimeline
BCM ADVISORS, LLC1,467$639K0.14%-413F-HRTimeline
Karpus Management, Inc.1,700$638K0.02%013F-HRTimeline
Global Wealth Management, LLC1,698$638K0.37%+313F-HRTimeline
St. Louis Trust Co1,694$636K0.09%+29513F-HRTimeline
Base Wealth Management LLC1,693$636K0.48%13F-HRTimeline
Kure Advisory, LLC1,692$635K0.48%13F-HRTimeline
Objective Capital Management, LLC1,691$635K0.81%-4,50713F-HRTimeline
Sara-Bay Financial1,671$633K0.28%-5713F-HRTimeline
GoalFusion Wealth Management, LLC1,686$633K0.35%-46213F-HRTimeline
PFS Partners, LLC1,684$632K0.34%+113F-HRTimeline
Farnam Financial LLC1,682$632K0.64%+60513F-HRTimeline
Prospera Capital Management, LLC1,676$629K0.41%new13F-HR/ATimeline
Kiker Wealth Management, LLC1,674$628K0.43%-22913F-HRTimeline
WEXFORD CAPITAL LP1,673$628K0.16%+60213F-HRTimeline
HFG Advisors, Inc.1,673$628K0.54%-1,32213F-HRTimeline
AdviceOne Advisory Services, LLC1,669$626K0.51%+12413F-HRTimeline
Woodside Wealth Management LLC1,665$625K0.58%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,638$625K0.11%013F-HR/ATimeline
Comprehensive Money Management Services…1,655$621K0.5%+6013F-HRTimeline
VanWeelden Wealth Management, LLC1,650$619K0.55%013F-HRTimeline
High Probability Advisors, LLC1,645$618K0.1%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,644$617K0.22%-7113F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,641$616K0.55%+57213F-HRTimeline
DHJJ Financial Advisors, Ltd.1,634$613K0.25%-7113F-HRTimeline
Terril Brothers, Inc.1,633$613K0.23%-14513F-HRTimeline
Boston Standard Wealth Management, LLC1,372$613K0.13%-13413F-HRTimeline
Luminvest Wealth Management LLC1,630$612K0.25%013F-HRTimeline
Shared Vision Wealth Group LLC1,628$611K0.33%-713F-HRTimeline
JDH Wealth Management, LLC1,627$611K0.52%+17813F-HRTimeline
Dupree Financial Group, LLC1,620$608K0.25%-22013F-HRTimeline
Avos Capital Management, LLC1,620$608K0.4%+2813F-HRTimeline
Delta Wealth Advisors LLC1,619$608K0.55%-2813F-HRTimeline
Stone House Investment Management, LLC1,617$607K0.12%+33513F-HRTimeline
Tepp RIA, LLC1,606$603K0.82%-24013F-HRTimeline
Sollinda Capital Management LLC1,605$603K0.17%-12313F-HRTimeline
Kaye Capital Management1,604$602K0.25%-9913F-HRTimeline
Tull Financial Group, Inc.1,600$601K0.35%-1213F-HRTimeline
Sassicaia Capital Advisers LLC1,600$601K2.18%new13F-HRTimeline
Knott David M Jr1,600$601K0.28%013F-HRTimeline
Kilter Group LLC1,599$600K0.39%-913F-HRTimeline
STUART INVESTMENT ADVISORS, INC.1,596$599K0.34%013F-HRTimeline
Arcadia Wealth Management, Inc.1,596$599K0.47%013F-HRTimeline
Alamar Capital Management, LLC1,595$599K0.36%-43813F-HRTimeline
L.K. Benson & Company, P.C.1,592$598K0.41%+23513F-HRTimeline
Core Wealth Management, Inc.1,590$597K0.23%+6613F-HRTimeline
TL Private Wealth1,672$593K0.29%013F-HRTimeline
Piedmont Capital Management, LLC1,670$592K0.43%-5913F-HRTimeline
Strategic Planning, Inc.1,575$591K0.33%13F-HRTimeline
TT Capital Management LLC1,558$585K0.49%+11513F-HRTimeline
BRIGHTON SECURITIES CORP.1,557$585K0.29%+7013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.1,554$583K0.36%+51513F-HRTimeline
Weinberger Asset Management, Inc1,552$582K0.25%-27113F-HRTimeline
Cobblestone Asset Management LLC1,547$581K0.34%+1,00713F-HRTimeline
THREADGILL FINANCIAL, LLC1,546$580K0.31%013F-HRTimeline
Tanglewood Wealth Management, Inc.1,544$580K0.07%013F-HRTimeline
Cypress Point Wealth Management, LLC1,543$579K0.18%013F-HRTimeline
Sippican Capital Advisors1,538$577K0.44%013F-HRTimeline
Whitegate Investment Counselors, Inc.1,525$573K0.2%+16013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC1,525$572K0.34%-1513F-HRTimeline
denkapparat Operations GmbH1,520$571K0.6%-1,27813F-HRTimeline
New Perspectives, Inc1,519$570K0.3%+113F-HRTimeline
Maxele Advisors, LLC1,514$568K0.55%+12513F-HRTimeline
Legacy Wealth Management, LLC1,514$568K0.04%-29013F-HRTimeline
Clark Wealth Partners1,509$567K0.42%+7613F-HRTimeline
Bull Oak Capital, LLC1,506$565K0.31%-313F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,504$565K0.25%new13F-HRTimeline
Asset Allocation & Management Company, …1,500$563K0.28%013F-HRTimeline
NFC Investments, LLC1,500$563K0.17%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,290$563K0.39%-16513F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,499$563K0.57%+22913F-HRTimeline
Custos Family Office, LLC1,494$561K0.2%+4613F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,494$561K0.48%-55913F-HRTimeline
Strid Group, LLC1,481$556K0.09%+28813F-HRTimeline
Navis Wealth Advisors, LLC1,474$553K0.54%-10613F-HRTimeline
Dynamic Wealth Strategies, LLC1,471$552K0.46%+1713F-HRTimeline
EnRich Financial Partners LLC1,469$551K0.19%-613F-HRTimeline
Valued Wealth Advisors LLC1,461$549K0.33%-13113F-HRTimeline
TKG Advisors, LLC1,457$547K0.27%-1013F-HRTimeline
Donald L. Hagan, LLC1,455$546K0.29%013F-HRTimeline
New England Capital Financial Advisors …1,452$545K0.28%-3213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,448$544K0.25%+213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,442$541K0.48%+113F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,382$541K0.2%+27113F-HRTimeline
Financial Futures Ltd Liability Co.1,437$539K0.31%+11113F-HRTimeline
Prism Advisors, Inc.1,430$537K0.17%+14413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,428$536K0.19%-40013F-HRTimeline
Merkkuri Wealth Advisors LLC1,427$536K0.46%-76013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,424$535K0.29%+39013F-HRTimeline
Oceanside Advisors LLC1,424$535K0.39%013F-HRTimeline
Schiavi & Co LLC1,419$533K0.2%-5913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC1,415$531K0.51%013F-HRTimeline
Clear Point Advisors Inc.1,403$527K0.47%-24613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,401$526K0.23%+13713F-HRTimeline
Martin Capital Advisors, LLP1,400$526K0.37%013F-HRTimeline
Compass Advisory Group LLC1,398$525K0.18%+25413F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC1,391$522K0.03%+50513F-HRTimelineGroup
KITCHING PARTNERS, LLC1,391$522K0.6%-10513F-HRTimeline
Genesis Wealth Advisors, LLC1,387$521K0.42%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,383$519K0.56%+9613F-HRTimeline
Avalon Advisory Group1,381$518K0.24%013F-HRTimeline
Briaud Financial Planning Inc1,371$514K0.2%013F-HRTimeline
LifeGoal Investments, LLC1,369$514K0.56%+1213F-HRTimeline
Next Level Wealth Planning, LLC1,367$513K0.39%+4013F-HRTimeline
Financial Connections Group, Inc.1,367$513K0.23%-3513F-HRTimeline
Climber Capital SA1,500$513K0.4%013F-HRTimeline
Central Asset Investments & Management …1,365$512K0.86%-90913F-HRTimeline
Sugar Maple Asset Management, LLC1,363$512K0.4%-1,40313F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,362$511K0.17%013F-HRTimeline
Fenimore Asset Management Inc1,359$510K0.01%-6613F-HRTimeline
Ledgewood Wealth Advisors, LLC1,349$506K0.33%013F-HRTimeline
Opulen Financial Group LLC1,347$506K0.46%+1113F-HRTimeline
LOWERY THOMAS, LLC1,346$505K0.35%-5713F-HRTimeline
Bonfire Financial1,346$505K0.47%+7013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,345$505K0.22%+3613F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,340$503K0.28%013F-HRTimeline
Triune Financial Partners, LLC1,339$503K0.16%+36913F-HRTimeline
Seek First Inc.1,338$502K0.45%13F-HRTimeline
Marathon Strategic Advisors, LLC1,335$501K0.54%+3613F-HRTimeline
LBJ Family Wealth Advisors, Ltd.1,334$501K0.32%013F-HRTimeline
Moody Aldrich Partners LLC1,333$500K0.1%-44613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,326$498K0.18%+2713F-HRTimelineGroup
Bridgewealth Advisory Group, LLC1,325$498K0.65%-17,88613F-HRTimeline
Jackson Creek Investment Advisors LLC1,320$496K0.16%-913F-HRTimeline
Courage Miller Partners, LLC1,316$494K0.17%013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,316$494K0.53%-39913F-HRTimeline
Raub Brock Capital Management LP1,315$494K0.11%+1513F-HRTimeline
PVG ASSET MANAGEMENT CORP1,312$493K2.14%+2613F-HRTimeline
Grantvest Financial Group LLC1,310$492K0.4%+313F-HRTimeline
Valley Financial Group, Inc.1,307$491K0.33%-3913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC1,304$490K0.2%013F-HRTimeline
LifeGuide Financial Advisors, LLC1,303$489K0.2%-3513F-HRTimeline
Beacon Wealthcare LLC1,300$488K0.2%+3013F-HRTimeline
Seaside Wealth Management, Inc.1,296$487K0.17%+13913F-HRTimeline
Heritage Wealth Management, Inc./Texas1,296$486K0.28%013F-HRTimeline
SCRATCH CAPITAL LLC1,295$486K0.5%-46613F-HRTimeline
DKM Wealth Management, Inc.1,294$486K0.47%013F-HRTimeline
LPWM LLC1,294$486K0.16%+9013F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC1,294$486K0.49%+15813F-HRTimeline
OLIO Financial Planning1,294$486K0.17%+8313F-HRTimeline
Dynamic Financial Group1,286$483K0.48%013F-HRTimeline
Marquette Asset Management, LLC1,281$481K0.08%+52713F-HRTimeline
Forum Private Client Group LLC1,281$481K0.21%+613F-HRTimeline
Tuttle Capital Management, LLC1,280$480K2.11%+37013F-HRTimeline
American Investment Services, Inc.1,275$479K0.08%+513F-HRTimeline
Brave Warrior Advisors, LLC1,275$479K0.01%013F-HRTimeline
Seven Post Investment Office LP1,275$479K0.18%013F-HRTimeline
Lagoda Investment Management, L.P.1,275$479K0.3%013F-HRTimeline
Spectrum Investment Advisors, Inc.1,274$478K0.31%-13713F-HRTimeline
John W. Brooker & Co., CPAs1,269$476K0.2%+76213F-HRTimeline
Kingdom Financial Group LLC.1,259$473K0.35%+2213F-HRTimeline
Hapanowicz & Associates Financial Servi…1,258$472K0.26%+47313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC1,256$471K0.25%+4913F-HRTimeline
Foundation Wealth Management, LLC\PA1,256$471K0.22%+36813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,255$471K0.1%+20613F-HRTimeline
Hibernia Wealth Partners, LLC1,243$467K0.33%+63613F-HRTimeline
CenterStar Asset Management, LLC1,237$465K0.67%new13F-HRTimeline
Three Cord True Wealth Management, LLC1,238$465K0.4%+2913F-HRTimeline
Cordant, Inc.1,236$464K0.24%-28013F-HRTimeline
McCarthy Asset Management, Inc.1,233$463K0.34%+213F-HRTimeline
Guardian Wealth Management, Inc.1,232$463K0.31%+113F-HRTimeline
LongView Asset Management LLC1,229$461K0.4%+66613F-HRTimeline
MTM FINANCIAL GROUP, LLC1,227$461K0.27%013F-HRTimeline
Payne Capital Management, LLC1,226$460K0.2%-3113F-HRTimeline
Fee-Only Financial Planning, L.C.1,226$460K0.31%013F-HRTimeline
Landmark Wealth Management, LLC1,226$460K0.2%-1013F-HRTimeline
TCP Asset Management, LLC1,225$460K0.1%-3713F-HRTimeline
EHRLICH FINANCIAL GROUP1,224$459K0.33%+5313F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,221$458K0.26%+113F-HRTimeline
IMG Wealth Management, Inc.1,208$454K0.41%-613F-HRTimeline
Black Swift Group, LLC1,204$452K0.1%-14,03713F-HRTimeline
5T Wealth, LLC1,204$452K0.26%+17313F-HRTimeline
PING CAPITAL MANAGEMENT, INC.1,200$450K0.3%+60013F-HRTimeline
TRUEFG, LLC1,194$448K0.15%-1213F-HRTimeline
PTM WEALTH MANAGEMENT, LLC1,264$448K0.47%13F-HRTimeline
GenWealth Group, Inc.1,180$443K0.1%-20413F-HRTimeline
Principia Wealth Advisory, LLC1,134$443K0.43%+8213F-HRTimeline
Pinnacle Financial Group, LLC / IL1,178$442K0.16%+11413F-HRTimeline
Guardian Wealth Advisors, LLC1,172$440K0.28%-2313F-HRTimeline
Sagace Wealth Management LLC1,163$437K0.33%-43213F-HRTimeline
BancFirst Trust & Investment Management1,152$436K0.22%-92113F-HRTimeline
JFG Wealth Management, LLC1,160$435K0.1%-1,33513F-HRTimeline
Keeley-Teton Advisors, LLC1,157$434K0.05%-25013F-HRTimeline
Brooklyn FI, LLC1,154$433K0.13%new13F-HRTimeline
FMA Wealth Management, LLC1,088$432K0.33%-2513F-HRTimeline
Summit Investment Advisory Services, LLC1,149$431K0.21%+35413F-HRTimeline
Avant Capital LLC1,145$430K0.36%-913F-HRTimeline
DC Investments Management, LLC1,142$429K0.22%new13F-HRTimeline
WFA Asset Management Corp1,016$427K0.22%+19213F-HRTimeline
SURIENCE PRIVATE WEALTH LLC1,132$425K0.74%-9,92113F-HRTimeline

Events

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

    Accepted , ingested