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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

5,755 managers (5,832 13F filers) reported a position in MSFT shares at 2025-06-30, 5,383,765,051 shares in all. 156 filers opened a position and 107 filers sold out during the quarter.

Managers
5,755
13F filers
5,832
New
156
Added
2,579
Reduced
2,620
Sold out
107
Shares held by filers
5,383,765,051

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TL Private Wealth1,672$832K0.35%013F-HRTimeline
RTD Financial Advisors, Inc.1,672$832K0.11%-26913F-HRTimeline
Joel Adams & Associates, Inc.1,670$831K0.74%-3813F-HRTimeline
CAPSTONE CAPITAL LLC1,667$829K0.6%-5113F-HRTimeline
Woodside Wealth Management LLC1,665$828K0.71%013F-HRTimeline
HFG Advisors, Inc.1,658$825K0.65%-1513F-HRTimeline
Base Wealth Management LLC1,656$824K0.53%-3713F-HRTimeline
Maxele Advisors, LLC1,648$820K0.72%+13413F-HRTimeline
High Probability Advisors, LLC1,648$820K0.12%+313F-HRTimeline
Cobblestone Asset Management LLC1,645$818K0.43%+9813F-HRTimeline
Sara-Bay Financial1,639$815K0.29%-3213F-HRTimeline
Trace Wealth Advisors, LLC1,638$815K0.67%-90013F-HRTimeline
BlueSky Wealth Advisors, LLC1,638$815K0.12%-75513F-HRTimeline
PVG ASSET MANAGEMENT CORP1,636$814K2.77%+32413F-HRTimeline
GoalFusion Wealth Management, LLC1,634$813K0.42%-5213F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…1,634$812K0.01%-37,25113F-HRTimelineGroup
Luminvest Wealth Management LLC1,631$811K0.29%+113F-HRTimeline
Cypress Point Wealth Management, LLC1,618$805K0.2%+7513F-HRTimeline
Midwest Financial Network, LLC1,617$804K0.8%+1,07813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,615$803K0.51%-35813F-HRTimeline
Howard Hughes Medical Institute1,611$801K0.32%new13F-HRTimeline
Kilter Group LLC1,602$797K0.36%+313F-HRTimeline
Knott David M Jr1,600$796K0.36%013F-HRTimeline
STUART INVESTMENT ADVISORS, INC.1,597$794K0.41%+113F-HRTimeline
Arcadia Wealth Management, Inc.1,596$794K0.54%013F-HRTimeline
Alamar Capital Management, LLC1,595$794K0.43%013F-HRTimeline
Comprehensive Money Management Services…1,595$793K0.6%-6013F-HRTimeline
Pinnacle Financial Group, LLC / IL1,595$793K0.27%+41713F-HRTimeline
L.K. Benson & Company, P.C.1,592$792K0.49%013F-HRTimeline
Lauer Wealth, LLC1,505$785K0.66%-81713F-HRTimeline
Israel Discount Bank of New York1,574$783K2.97%-30413F-HRTimeline
THREADGILL FINANCIAL, LLC1,565$778K0.42%+1913F-HRTimeline
FORONJY FINANCIAL LLC1,565$778K0.36%13F-HRTimeline
Centiva Capital, LP1,562$777K0.05%-1,35213F-HRTimeline
Arcadia Wealth Management, LLC1,559$775K0.34%-42313F-HRTimeline
Kaye Capital Management1,556$774K0.3%-4813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,548$770K0.25%+12013F-HRTimeline
EnRich Financial Partners LLC1,545$768K0.24%+7613F-HRTimeline
TOBAM1,544$768K0.3%-17913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Higgins & Schmidt Wealth Strategies LLC1,540$766K0.42%+1513F-HRTimeline
Sippican Capital Advisors1,538$765K0.56%013F-HRTimeline
IMG Wealth Management, Inc.1,537$765K0.59%+32913F-HRTimeline
Boston Standard Wealth Management, LLC1,535$763K0.14%+16313F-HRTimeline
Whitegate Investment Counselors, Inc.1,527$760K0.26%+213F-HRTimeline
New Perspectives, Inc1,520$756K0.37%+113F-HRTimeline
BCM ADVISORS, LLC1,467$752K0.16%013F-HRTimeline
New England Capital Financial Advisors …1,510$751K0.34%+5813F-HRTimeline
Navis Wealth Advisors, LLC1,509$751K0.63%+3513F-HRTimeline
Tanglewood Wealth Management, Inc.1,506$749K0.07%-3813F-HRTimeline
Bull Oak Capital, LLC1,505$749K0.34%-113F-HRTimeline
KITCHING PARTNERS, LLC1,505$749K0.76%+11413F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,503$748K0.83%+18713F-HRTimeline
Strategic Planning, Inc.1,500$746K0.45%-7513F-HRTimeline
Carlson Capital, L.P.1,500$746K0.42%new13F-HRTimeline
NFC Investments, LLC1,500$746K0.21%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.1,498$745K0.12%+37013F-HRTimeline
Climber Capital SA1,504$744K0.48%+413F-HRTimeline
Valued Wealth Advisors LLC1,489$740K0.39%+2813F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,484$738K0.3%-2013F-HRTimeline
Tuttle Capital Management, LLC1,472$732K3.03%+19213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC1,471$732K0.67%+5613F-HRTimeline
Compass Advisory Group LLC1,470$731K0.23%+7213F-HRTimeline
Clear Point Advisors Inc.1,434$728K0.61%+3113F-HRTimeline
Briaud Financial Planning Inc1,461$727K0.29%+9013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC1,461$727K0.18%-36213F-HRTimeline
Ramiah Investment Group1,460$726K0.78%new13F-HRTimeline
Tiller Private Wealth, Inc.1,458$726K0.28%-96413F-HRTimeline
Axiom Financial Strategies, LLC1,455$724K0.4%-1,16913F-HRTimeline
Dynamic Wealth Strategies, LLC1,454$723K0.52%-1713F-HRTimeline
Quest 10 Wealth Builders, Inc.1,450$721K0.7%+6713F-HRTimeline
Core Wealth Management, Inc.1,444$718K0.25%-14613F-HRTimeline
TKG Advisors, LLC1,443$718K0.32%-1413F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,443$718K0.28%+4213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC1,442$717K0.08%-1,67613F-HRTimeline
Donald L. Hagan, LLC1,441$717K0.36%-1413F-HRTimeline
Waypoint Wealth Partners Inc.1,441$717K0.17%+90813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,441$717K0.24%+11513F-HRTimelineGroup
Financial Connections Group, Inc.1,439$716K0.3%+7213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.1,439$716K0.53%-5513F-HRTimeline
Prism Advisors, Inc.1,430$712K0.2%013F-HRTimeline
Altus Wealth Management, LLC1,430$711K0.34%-1,16113F-HRTimeline
Capital CS Group, LLC1,428$710K1.17%+86413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,426$709K0.29%-2213F-HRTimeline
Oceanside Advisors LLC1,424$708K0.47%013F-HRTimeline
Schiavi & Co LLC1,419$706K0.24%013F-HRTimeline
Delta Accumulation, LLC1,628$701K1.49%+213F-HRTimeline
GEN Financial Management, INC.1,408$700K0.57%-95213F-HRTimeline
Elm Partners Management LLC1,406$699K0.03%+60713F-HR/ATimeline
Marathon Strategic Advisors, LLC1,401$697K0.65%+6613F-HRTimeline
Black Swift Group, LLC1,400$696K0.14%+19613F-HRTimeline
Martin Capital Advisors, LLP1,400$696K0.45%013F-HRTimeline
Family Investment Center, Inc.1,395$694K0.16%+85213F-HRTimeline
Gutierrez Wealth Advisory, LLC1,392$692K0.46%-39013F-HRTimeline
Tennessee Valley Asset Management Partn…1,390$691K0.18%-5,01813F-HRTimeline
Genesis Wealth Advisors, LLC1,387$690K0.52%013F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,382$687K0.24%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,338$686K0.43%+4813F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC1,377$685K0.59%+8313F-HRTimeline
JDH Wealth Management, LLC1,373$683K0.52%-25413F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,371$682K0.19%+913F-HRTimeline
Next Level Wealth Planning, LLC1,363$678K0.43%-413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC1,363$678K0.22%-28113F-HRTimeline
Leith Wheeler Investment Counsel Ltd.1,359$676K0.05%-1,82313F-HR/ATimeline
Avalon Advisory Group1,359$676K0.29%-2213F-HRTimeline
Fenimore Asset Management Inc1,359$676K0.01%013F-HRTimeline
Seek First Inc.1,358$675K0.55%+2013F-HR/ATimeline
5T Wealth, LLC1,358$675K0.34%+15413F-HRTimeline
Alpha Financial Advisors, LLC1,357$675K0.26%+46113F-HRTimeline
Tepp RIA, LLC1,351$672K0.87%-25513F-HRTimeline
Ledgewood Wealth Advisors, LLC1,349$671K0.42%013F-HRTimeline
GatePass Capital, LLC1,349$671K0.44%+31713F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP1,347$670K0.06%new13F-HRTimelineGroup
Monument Group Wealth Advisors, LLC1,345$669K0.42%+42413F-HRTimeline
LBJ Family Wealth Advisors, Ltd.1,335$664K0.39%+113F-HRTimeline
Maren Capital LLC1,334$664K0.04%-90013F-HRTimeline
Moody Aldrich Partners LLC1,333$663K0.13%013F-HRTimeline
Clarity Asset Management, Inc.1,333$663K0.4%+56613F-HRTimeline
Financial Futures Ltd Liability Co.1,333$663K0.36%-10413F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,333$663K0.48%-10913F-HRTimeline
Beacon Wealthcare LLC1,330$662K0.25%+3013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,330$662K0.13%+7513F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.1,257$660K0.61%13F-HRTimeline
New Jersey Better Educational Savings T…1,322$658K1.69%-3,38713F-HRTimeline
LongView Asset Management LLC1,321$657K0.5%+9213F-HRTimeline
Delta Wealth Advisors LLC1,318$656K0.55%-30113F-HRTimeline
Spectrum Investment Advisors, Inc.1,313$653K0.38%+3913F-HRTimeline
MTM FINANCIAL GROUP, LLC1,308$651K0.35%+8113F-HRTimeline
Valley Financial Group, Inc.1,307$650K0.39%013F-HRTimeline
ONE Advisory Partners, LLC1,282$649K0.22%+51013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC1,304$649K0.24%013F-HRTimeline
Farringdon Capital, Ltd.1,303$648K0.22%-88713F-HRTimeline
LifeGuide Financial Advisors, LLC1,303$648K0.24%013F-HRTimeline
Jordan Park Trust Co LLC1,303$648K0.6%+17113F-HRTimeline
Dynamic Financial Group1,303$648K0.62%+1713F-HRTimeline
Objective Capital Management, LLC1,297$645K0.72%-39413F-HRTimeline
Jackson Creek Investment Advisors LLC1,295$644K0.17%-2513F-HRTimeline
LPWM LLC1,294$644K0.19%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,283$638K0.25%+32813F-HRTimeline
Forum Private Client Group LLC1,282$638K0.25%+113F-HRTimeline
Aspect Partners, LLC1,282$637K0.31%+33613F-HRTimeline
Tradewinds, LLC.1,279$636K0.48%-38,39913F-HRTimeline
Merkkuri Wealth Advisors LLC1,279$636K0.48%-14813F-HRTimeline
Foundation Wealth Management, LLC\PA1,276$635K0.27%+2013F-HRTimeline
Marquette Asset Management, LLC1,276$635K0.11%-513F-HRTimeline
Seven Post Investment Office LP1,275$634K0.24%013F-HRTimeline
Lagoda Investment Management, L.P.1,275$634K0.36%013F-HRTimeline
DKM Wealth Management, Inc.1,274$633K0.55%-2013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC1,248$621K0.32%-9213F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,248$621K0.25%-9713F-HRTimeline
LOWERY THOMAS, LLC1,246$620K0.4%-10013F-HRTimeline
Guardian Wealth Management, Inc.1,245$619K0.41%+1313F-HRTimeline
Decker Retirement Planning Inc.1,236$615K0.36%+24813F-HRTimeline
McCarthy Asset Management, Inc.1,233$613K0.42%013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC1,231$612K0.55%+34513F-HRTimeline
Fee-Only Financial Planning, L.C.1,226$610K0.38%013F-HRTimeline
TCP Asset Management, LLC1,223$608K0.12%-213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC1,222$608K0.31%-3413F-HRTimeline
Principia Wealth Advisory, LLC1,219$606K0.51%+8513F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,213$603K0.34%-813F-HRTimeline
EHRLICH FINANCIAL GROUP1,211$602K0.39%-1313F-HRTimeline
TRUEFG, LLC1,204$599K0.18%+1013F-HRTimeline
OLIO Financial Planning1,199$597K0.19%-9513F-HRTimeline
Avos Capital Management, LLC1,199$596K0.34%-42113F-HRTimeline
Omega Financial Group, LLC1,198$596K0.21%+36013F-HRTimeline
BG Investment Services, LLC1,196$595K0.74%+16913F-HRTimeline
BCU Wealth Advisors, LLC1,195$594K0.27%new13F-HRTimeline
Landmark Wealth Management, LLC1,192$593K0.25%-3413F-HRTimeline
Total Wealth Planning, LLC1,189$591K0.07%+8113F-HRTimeline
Latko Wealth Management, Ltd.1,185$590K0.33%+40313F-HRTimeline
BRIGHTON SECURITIES CORP.1,185$589K0.32%-37213F-HRTimeline
Midwestern Financial, LLC /IA1,181$587K0.55%13F-HRTimeline
GenWealth Group, Inc.1,180$587K0.12%013F-HRTimeline
Kiker Wealth Management, LLC1,176$585K0.33%-49813F-HRTimeline
JFG Wealth Management, LLC1,160$577K0.12%013F-HRTimeline
Bay Harbor Wealth Management, LLC1,157$576K0.17%+24313F-HRTimeline
Triune Financial Partners, LLC1,156$575K0.16%-18313F-HRTimeline
COREPATH WEALTH PARTNERS LLC1,152$575K0.48%+1013F-HRTimeline
Retireful, LLC1,153$574K0.4%new13F-HRTimeline
SCRATCH CAPITAL LLC1,152$573K0.47%-14313F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,148$571K0.17%+5313F-HRTimeline
Guardian Wealth Advisors, LLC1,147$571K0.34%-2513F-HRTimeline
Strid Group, LLC1,146$570K0.08%-33513F-HRTimeline
Grantvest Financial Group LLC1,145$570K0.42%-16513F-HRTimeline
DC Investments Management, LLC1,142$568K0.24%013F-HRTimeline
WEXFORD CAPITAL LP1,138$566K0.16%-53513F-HRTimeline
Sugar Maple Asset Management, LLC1,133$563K0.44%-23013F-HRTimeline
Three Cord True Wealth Management, LLC1,133$563K0.42%-10513F-HR/ATimeline
Marmo Financial Group, LLC1,129$561K0.28%+5113F-HRTimeline
Hyperion Capital Advisors LP1,127$561K0.35%+12013F-HRTimeline
BCGM Wealth Management, LLC1,125$560K0.16%+12013F-HRTimeline
Sicart Associates LLC1,122$558K0.2%+19613F-HRTimeline
Wealth Advisory Team LLC1,118$556K0.52%13F-HRTimeline
WJ Interests, LLC1,115$555K0.24%013F-HRTimeline
Cordant, Inc.1,113$554K0.27%-12313F-HRTimeline
Graver Capital Management, LLC1,111$553K0.49%013F-HRTimeline
True Wealth Design, LLC1,109$551K0.19%+14313F-HRTimeline
Balanced Rock Investment Advisors LLC1,106$550K0.43%+3913F-HRTimeline
Heritage Wealth Management, Inc./Texas1,106$550K0.27%-19013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,101$548K0.07%new13F-HRTimeline
Roth Financial Partners LLC1,094$544K0.2%013F-HRTimeline

Events

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

    Accepted , ingested