Skip to content
Disclosery

MSFT MICROSOFT CORP

Follow

COM (common), issuer CIK 789019

6,242 managers (6,331 13F filers) reported a position in MSFT shares at 2025-12-31, 5,515,640,073 shares in all. 82 filers opened a position and 121 filers sold out during the quarter.

Managers
6,242
13F filers
6,331
New
82
Added
2,653
Reduced
2,574
Sold out
121
Shares held by filers
5,515,640,073

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PALLADIEM, LLC1,129$550K0.52%13F-HRTimeline
DiPaolo Financial Group, Inc.1,135$549K0.58%13F-HRTimeline
LBJ Family Wealth Advisors, Ltd.1,132$547K0.3%-20413F-HRTimeline
Sugar Maple Asset Management, LLC1,131$547K0.37%+113F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.1,128$546K0.54%13F-HRTimeline
Hyperion Capital Advisors LP1,127$545K0.27%013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC1,126$545K0.39%+9413F-HRTimeline
Lagoda Investment Management, L.P.1,125$544K0.32%013F-HRTimeline
Steffes Financial, Ltd.1,123$543K0.28%13F-HRTimeline
Sicart Associates LLC1,122$543K0.14%013F-HRTimeline
Wealth Advisory Team LLC1,121$542K0.48%13F-HRTimeline
CDKV HOLDINGS LLC1,121$542K0.45%13F-HRTimeline
KDK Private Wealth Management, LLC1,120$542K0.47%new13F-HR/ATimeline
CTC Alternative Strategies, Ltd.1,120$542K1.02%new13F-HRTimeline
Trailhead Planners LLC1,116$540K0.53%13F-HRTimeline
Innovator Capital Management, LLC1,116$540K15.84%-23313F-HRTimeline
Family Investment Center, Inc.1,114$539K0.11%+3413F-HRTimeline
Cordant, Inc.1,113$538K0.23%013F-HRTimeline
Two West Capital Advisors LLC1,113$538K0.31%-1913F-HRTimeline
Pearl Planning LLC1,112$538K0.33%13F-HRTimeline
Heritage Wealth Management, Inc./Texas1,112$538K0.23%+613F-HRTimeline
Powerhouse Assets LLC1,111$537K0.47%13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC1,099$536K0.5%13F-HRTimeline
City Center Advisors, LLC1,107$536K0.49%+12313F-HRTimeline
CFC Planning Co LLC1,107$535K0.41%+11513F-HRTimeline
SpringVest Wealth Management LLC1,104$534K0.37%+2313F-HRTimeline
White Wing Wealth Management1,101$532K0.32%+5913F-HRTimeline
Roth Financial Partners LLC1,094$529K0.17%013F-HRTimeline
TrustWell Financial Advisors, LLC1,093$529K0.51%13F-HRTimeline
BetterWealth, LLC1,090$527K0.12%-12313F-HRTimeline
Amicus Financial Advisors, LLC1,090$527K0.15%13F-HRTimeline
Sunesis Advisors, LLC1,082$523K0.24%013F-HRTimeline
Polaris Investment Advisors, LLC1,082$523K0.38%13F-HRTimeline
TopTier Wealth Management, LLC1,082$523K0.36%13F-HRTimeline
Northwest Financial Advisors1,076$521K1.07%-1,25913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,076$520K0.37%+113F-HRTimeline
Avalon Advisory Group1,074$519K0.21%-28513F-HRTimeline
WEXFORD CAPITAL LP1,071$518K0.13%-31313F-HRTimeline
SWAN Capital LLC1,070$517K0.2%-2713F-HRTimeline
BFI Wealth Solutions, LLC1,066$516K0.49%13F-HRTimeline
Foundation Wealth Management, LLC\PA1,064$515K0.19%-21213F-HRTimeline
Balanced Rock Investment Advisors LLC1,056$511K0.36%-6013F-HRTimeline
FMA Wealth Management, LLC1,052$509K0.33%-1613F-HRTimeline
Highlander Partners, L.P.1,050$508K0.18%013F-HRTimeline
Stonebridge Wealth Management, LLC1,048$507K0.48%013F-HRTimeline
Jordan Park Trust Co LLC1,048$507K0.35%-16113F-HRTimeline
Oakmont Advisory Group, LLC1,046$506K0.54%13F-HRTimeline
McCarthy Asset Management, Inc.1,045$505K0.26%-16813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…1,045$505K0.15%-30413F-HRTimeline
GenWealth Group, Inc.1,051$503K0.09%-9013F-HRTimeline
George Kaiser Family Foundation1,038$502K0.07%013F-HRTimeline
Mills Wealth Advisors LLC1,033$500K0.2%+313F-HRTimeline
Clarity Capital Advisors, LLC1,033$500K0.25%+13013F-HRTimeline
Ewing Morris & Co. Investment Partners …1,019$499K0.22%-78713F-HRTimeline
Fusion Family Wealth, LLC1,031$499K0.04%013F-HRTimeline
Measured Risk Portfolios, Inc.1,031$499K0.57%+17213F-HRTimeline
Lloyd Advisory Services, LLC.1,023$495K0.19%-1,62413F-HRTimeline
VISTA FINANCE, LLC1,018$492K0.33%+2213F-HRTimeline
Ameraudi Asset Management, Inc.1,018$492K0.27%+6913F-HRTimeline
Daner Wealth Management, LLC1,188$491K0.3%+15113F-HRTimeline
Sagace Wealth Management LLC1,014$490K0.33%+4113F-HRTimeline
Willow Financial LLC1,013$490K0.5%13F-HRTimeline
NESTEGG ADVISORS, INC.1,012$489K0.42%+4613F-HRTimeline
PINNEY & SCOFIELD, INC.1,011$489K0.28%-3113F-HRTimeline
Aspect Partners, LLC1,011$489K0.21%+6613F-HRTimeline
Private Wealth Group, LLC1,010$489K0.23%+22613F-HRTimeline
Phillip James Consulting Co.1,074$488K8.61%13F-HRTimeline
EQ LLC1,007$487K0.14%+21113F-HRTimeline
Atlantic Private Wealth, LLC1,006$487K0.31%+51113F-HRTimeline
Safir Wealth Advisors, LLC1,006$487K0.34%013F-HRTimeline
Kirkwood Financial Services1,006$486K0.17%+113F-HRTimeline
IvyRock Asset Management (HK) Ltd1,000$484K0.26%013F-HRTimeline
Hershey Financial Advisers, LLC997$482K0.41%-1313F-HRTimeline
Grantvest Financial Group LLC992$480K0.31%-2613F-HRTimeline
Axiom Financial Strategies, LLC990$479K0.2%-9513F-HRTimeline
Lanham O'Dell & Company, Inc.987$477K0.14%+5113F-HRTimeline
John W. Brooker & Co., CPAs986$477K0.85%-17613F-HRTimeline
AdvisorShares Investments LLC984$476K0.08%+3413F-HRTimeline
MYECFO, LLC981$474K0.2%+7013F-HRTimeline
Directional Asset Management979$474K0.42%13F-HRTimeline
Mendota Financial Group, LLC979$473K0.34%-11013F-HRTimeline
5th Street Advisors, LLC976$472K0.22%new13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC972$470K0.23%-1013F-HRTimeline
FinDec Wealth Services, Inc.971$469K0.5%-1513F-HRTimeline
New Harbor Financial Group, LLC969$469K0.09%+1713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC966$467K0.37%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC965$467K0.01%+2513F-HRTimeline
Strategic Point Investment Advisors, LLC961$465K0.06%013F-HRTimeline
Redwood Park Advisors LLC959$464K0.32%-3613F-HRTimeline
Williamson Legacy Group, LLC958$463K0.36%-1913F-HRTimeline
Pioneer Family Office, LLC956$462K0.31%13F-HRTimeline
Luken Investment Analytics, LLC954$461K0.18%+34613F-HRTimeline
Treasure Coast Financial Planning953$461K0.24%013F-HRTimeline
SURIENCE PRIVATE WEALTH LLC952$460K0.52%+25013F-HRTimeline
Pacific Wealth Management950$460K0.21%+113F-HRTimeline
Wise Wealth Partners943$456K0.65%+8013F-HRTimeline
Sound Financial Strategies Group, LLC941$455K0.32%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.939$454K0.19%+20613F-HRTimeline
Beck Bode, LLC938$454K0.08%013F-HRTimeline
Centennial Advisors, LLC936$453K0.59%13F-HRTimeline
Guardian Wealth Management, Inc.934$452K0.27%-31213F-HRTimeline
Fortune Financial Group, Inc.881$451K0.44%13F-HRTimeline
Infinity Wealth Counsel, LLC928$449K0.41%-2513F-HRTimeline
Compass Financial Group, INC/SD927$449K0.06%+13913F-HRTimeline
Maltin Wealth Management, Inc.921$445K0.18%+2113F-HRTimeline
Beacon Financial Strategies CORP919$444K0.25%-2113F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.917$443K0.24%13F-HRTimeline
Del-Sette Capital Management, LLC916$443K0.27%013F-HRTimeline
Shore Point Advisors, LLC915$443K0.19%+3013F-HRTimeline
Financial Advisory Corp915$443K0.06%013F-HRTimeline
LAM GROUP, INC.912$441K0.25%013F-HRTimeline
Fairman Group, LLC911$441K0.35%-71913F-HRTimeline
SOUTHERN CAPITAL SERVICES INC /ADV907$439K0.28%13F-HRTimeline
Key Capital Management, INC907$438K0.43%13F-HRTimeline
Topel & Distasi Wealth Management, LLC906$438K0.21%013F-HRTimeline
Vawter Financial, Ltd.902$436K0.18%-5813F-HR/ATimeline
EMC Capital Management909$436K0.19%013F-HRTimeline
Kropog Financial Group, LLC901$436K0.34%-9113F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC901$436K0.4%-3313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.900$435K0.29%013F-HRTimeline
Graver Capital Management, LLC898$434K0.34%+113F-HRTimeline
McGrath & Associates, Inc.897$434K0.62%+813F-HRTimeline
AIFG Consultants Ltd.886$428K0.74%-1213F-HRTimeline
Gutierrez Wealth Advisory, LLC880$425K0.27%-16013F-HRTimeline
Squire Investment Management Company, L…879$425K0.13%+5913F-HRTimeline
Downshift Financial, LLC1,082$425K0.26%13F-HRTimeline
Financial Management, Inc.878$425K0.4%13F-HRTimeline
Significant Wealth Partners LLC878$425K0.47%-11313F-HRTimeline
Harborfront Financial Group LLC877$424K3.16%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.876$424K0.21%+40613F-HRTimeline
Invariant Investment Management884$423K0.27%13F-HRTimeline
Refined Wealth Management875$423K0.28%new13F-HRTimeline
Stegner Investment Associates Inc.873$422K0.22%-913F-HRTimeline
Smith Asset Management Co., LLC866$419K0.35%new13F-HRTimeline
URS Advisory LLC865$418K0.35%13F-HRTimeline
Sippican Capital Advisors863$417K0.27%-67513F-HRTimeline
CORBYN INVESTMENT MANAGEMENT INC/MD861$416K0.12%+18113F-HRTimeline
KEATING INVESTMENT COUNSELORS INC858$415K0.12%-4013F-HRTimeline
Williams Financial, LLC858$415K0.24%+2113F-HRTimeline
Investment Advisory Services Group LLC857$415K0.37%13F-HRTimeline
ArborFi Advisors, LLC857$414K0.34%-11213F-HRTimeline
Leverty Financial Group, LLC853$413K0.1%013F-HRTimeline
CLARK ESTATES INC/NY853$413K0.1%013F-HRTimeline
Summit Investment Advisory Services, LLC851$412K0.16%+12513F-HRTimeline
American Investment Services, Inc.850$411K0.1%013F-HRTimeline
Equity Wealth Partners, LLC848$410K0.27%+1013F-HRTimeline
David Kennon Inc845$409K0.15%013F-HRTimeline
Friday Financial839$406K0.14%+1213F-HRTimeline
FAMILY WEALTH PARTNERS, LLC836$404K0.15%-3713F-HRTimeline
Cornerstone Wealth Advisors, Inc.834$403K0.09%013F-HRTimeline
NDWM LLC833$403K0.27%-413F-HRTimeline
Sincerus Advisory, LLC826$400K0.32%+3213F-HRTimeline
BCK Partners, Inc.825$399K0.22%+5013F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC824$399K0.13%-48013F-HRTimeline
FSC Wealth Advisors, LLC819$396K0.64%-2,94613F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.817$395K0.23%+113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV817$395K0.19%+213F-HRTimeline
Kinloch Capital, LLC816$395K0.17%+4013F-HRTimeline
1492 Capital Management LLC811$392K0.15%013F-HRTimeline
Barnett & Company, Inc.810$392K0.32%+28513F-HRTimeline
Legacy Wealth Asset Management, LLC809$391K0.1%+813F-HRTimeline
Bridgelight Financial Advisors, Inc.808$391K0.33%13F-HRTimeline
Biltmore Wealth Management, LLC807$391K0.15%013F-HRTimeline
truNorth Financial Services, Inc.805$389K0.42%13F-HRTimeline
PING CAPITAL MANAGEMENT, INC.800$387K0.15%+20013F-HRTimeline
Hudson Capital Management LLC798$386K0.1%013F-HRTimeline
Traction Financial Partners, LLC798$386K0.23%-313F-HRTimeline
SageOak Financial, LLC797$385K0.28%013F-HRTimeline
Barry Investment Advisors, LLC797$385K0.09%-63813F-HRTimeline
SWP FINANCIAL LLC792$383K0.19%+1913F-HRTimeline
Applied Capital LLC791$383K0.15%+9013F-HRTimeline
LifeGuide Financial Advisors, LLC808$382K0.13%-49513F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC790$382K0.14%-1013F-HRTimeline
AMARA FINANCIAL, LLC.790$382K0.26%+213F-HRTimeline
RCS Financial Planning, LLC788$381K0.16%013F-HRTimeline
Goodman Financial Corp787$381K0.07%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.786$380K0.05%-8613F-HRTimeline
Appalachian Capital Management Ltd785$380K0.3%13F-HRTimeline
Mullooly Asset Management, Inc.785$380K0.14%013F-HRTimeline
RICE HALL JAMES & ASSOCIATES, LLC784$379K0.02%013F-HRTimeline
Lauer Wealth, LLC790$378K0.29%-61513F-HRTimeline
Pioneer Wealth Management Group780$377K0.11%013F-HRTimeline
Keystone Financial Group, Inc.779$377K0.2%+113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…791$374K0.23%013F-HRTimeline
Spectrum Financial Alliance Ltd LLC772$374K0.07%+2913F-HRTimeline
Clarity Asset Management, Inc.771$373K0.21%-9113F-HRTimeline
Peak Wealth Management LLC764$370K0.31%13F-HRTimeline
Aquire Wealth Advisors, LLC763$369K0.1%-4413F-HRTimeline
Five Pine Wealth Management763$369K0.24%-113F-HRTimeline
NorthLanding Financial Partners, LLC761$368K0.3%013F-HRTimeline
McNamara Financial Services, Inc.759$367K0.07%+2513F-HRTimeline
Retirement Investment Advisors, Inc.757$366K0.03%+13513F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC755$365K0.18%013F-HRTimeline
Archer Investment Management, LLC753$364K0.2%+6213F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV753$364K0.27%13F-HRTimeline
Straight Path Wealth Management747$361K0.1%-19,75313F-HRTimeline
Ridgeline Wealth, LLC744$360K0.25%+5513F-HRTimeline
Guardian Wealth Management, LLC742$359K0.11%13F-HRTimeline
Cornerstone Management, Inc.735$356K0.06%+1013F-HRTimeline
JBGlobal.com LLC732$354K0.45%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