Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,247 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q4 2025
Institutional positions in Microsoft Corp as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 6,329
- +587 vs. Q3 2025
- Shares held
- 5.52B
- +203.9M (+3.8%) vs. Q3 2025
- Total value
- $2.66T
- −$88.2B (−3.2%) vs. Q3 2025
- New holders
- 705
- 2,652 more added
- Sold out
- 118
- 2,577 more reduced
123 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridge Generations Wealth Management LLC | 7 | $3.39K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.84K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $4.84K | 0.00% | +10 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 14 | $6.77K | 0.00% | −2,016−99.3% | Reduced |
| Mizuho Securities Co. Ltd. | 15 | $7.25K | 0.10% | −5−25.0% | Reduced |
| Icon Advisers Inc | 15 | $7.25K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 17 | $8.68K | 0.00% | −3,920−99.6% | Reduced |
| Transce3nd, LLC | 38 | $18.3K | 0.15% | +6+18.8% | Added |
| Teachers Insurance & Annuity Association of America | 41 | $19.8K | 0.02% | +22+115.8% | Added |
| Financially Speaking Inc | 44 | $21.3K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 56 | $27.0K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 56 | $27.5K | 0.01% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 59 | $28.5K | 0.53% | −10−14.5% | Reduced |
| Longfellow Investment Management Co LLC | 59 | $28.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 62 | $30.0K | 0.02% | −12−16.2% | Reduced |
| Richardson Capital Management LLC | 69 | $33.6K | 0.02% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 70 | $33.9K | 0.02% | +70 | New |
| LM Advisors LLC | 17,020 | $35.2K | 0.71% | −18,114−51.6% | Reduced |
| Timmons Wealth Management, LLC | 75 | $36.3K | 0.04% | +75 | New |
| Newton One Investments LLC | 75 | $36.4K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 80 | $38.8K | 0.03% | −57−41.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 83 | $40.1K | 0.04% | 00.0% | Unchanged |
| Fairway Wealth LLC | 89 | $43.0K | 0.01% | +66+287.0% | Added |
| Fiduciary Advisors, Inc. | 91 | $43.8K | 0.03% | +1+1.1% | Added |
| Daytona Street Capital LLC | 103 | $49.8K | 0.04% | +103 | New |
| Park Square Financial Group, LLC | 130 | $54.8K | 0.33% | +3+2.4% | Added |
| Blueline Advisors LLC | 115 | $55.6K | 0.05% | +115 | New |
| PMV Capital Advisers, LLC | 117 | $56.6K | 0.10% | +28+31.5% | Added |
| MidAtlantic Capital Management, Inc. | 123 | $59.5K | 0.04% | +123 | New |
| Frisco Financial Planning LLC | 132 | $63.8K | 0.05% | −63−32.3% | Reduced |
| Akuna Securities LLC | 132 | $63.8K | 0.02% | +132 | New |
| Wells Financial Advisors INC | 133 | $64.3K | 0.12% | −170−56.1% | Reduced |
| Atomic Invest LLC | 151 | $73.4K | 0.04% | +151 | New |
| McCarthy Grittinger Financial Group, LLC | 154 | $74.5K | 0.02% | +14+10.0% | Added |
| WS Portfolio Advisory, LLC | 156 | $75.4K | 4.18% | 00.0% | Unchanged |
| Conquis Financial LLC | 162 | $78.3K | 0.07% | 00.0% | Unchanged |
| Bulwark Capital Corp | 167 | $80.8K | 0.06% | +103+160.9% | Added |
| PayPay Securities Corp | 173 | $83.7K | 2.45% | +32+22.7% | Added |
| NorthAvenue LLC | 188 | $91.0K | 0.08% | +188 | New |
| Carolina Wealth Advisors, LLC | 197 | $95.3K | 0.04% | +14+7.7% | Added |
| USA Financial Portformulas Corp | 209 | $101.1K | 0.02% | −153−42.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 228 | $110.3K | 0.05% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 258 | $111.0K | 0.10% | +258 | New |
| Nvest Wealth Strategies, Inc. | 256 | $123.9K | 0.09% | +256 | New |
| Gleason Group, Inc. | 272 | $131.4K | 0.01% | +77+39.5% | Added |
| Englebert Financial Advisers, LLC | 285 | $137.8K | 0.16% | +285 | New |
| Glynn Capital Management LLC | 291 | $140.7K | 0.05% | 00.0% | Unchanged |
| Family CFO Inc | 310 | $149.9K | 0.07% | +310 | New |
| Arbor Wealth Management LLC | 315 | $152.5K | 0.12% | +315 | New |
| Evolution Advisers, Inc. | 326 | $157.0K | 0.07% | −148−31.2% | Reduced |
| XY Capital Ltd | 328 | $158.6K | 0.16% | +328 | New |
| Quarry LP | 346 | $167.3K | 0.03% | −1,933−84.8% | Reduced |
| Portfolio Resources Advisor Group, Inc. | 352 | $170.2K | 0.17% | +352 | New |
| Navigoe, LLC | 357 | $172.0K | 0.11% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 362 | $175.3K | 0.08% | +13+3.7% | Added |
| Value Aligned Research Advisors, LLC | 374 | $180.9K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 377 | $182.3K | 0.51% | −175−31.7% | Reduced |
| Ecofi Investissements SA | 400 | $193.4K | 0.13% | +400 | New |
| POM Investment Strategies, LLC | 403 | $194.9K | 0.10% | −758−65.3% | Reduced |
| Friedenthal Financial | 406 | $196.4K | 0.10% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 416 | $201.2K | 0.12% | −145−25.8% | Reduced |
| Kings Path Partners LLC | 418 | $202.2K | 0.07% | 00.0% | Unchanged |
| Semitam Bonam LLC | 422 | $204.2K | 0.17% | +422 | New |
| SWF LLC | 428 | $207.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Family Wealth, LLC | 430 | $208.1K | 0.16% | −50−10.4% | Reduced |
| Boyd Wealth Management, LLC | 432 | $208.9K | 0.09% | +6+1.4% | Added |
| Shariaportfolio, Inc. | 433 | $209.4K | 0.09% | −10−2.3% | Reduced |
| BKA Wealth Consulting, Inc. | 434 | $209.8K | 0.18% | +1+0.2% | Added |
| Selby Wealth Management, LLC | 435 | $210.2K | 0.08% | +435 | New |
| Kirr Marbach & Co LLC | 435 | $210.4K | 0.04% | 00.0% | Unchanged |
| Ghe, LLC | 435 | $210.4K | 0.07% | +435 | New |
| Brindle & Bay Financial Advisors, LLC | 435 | $210.5K | 0.14% | +435 | New |
| Bishop & Co Investment Management, LLC | 436 | $210.9K | 0.07% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 437 | $211.3K | 0.11% | 00.0% | Unchanged |
| Brown Capital Management LLC | 438 | $211.8K | 0.02% | −439−50.1% | Reduced |
| LTG Capital LLC | 438 | $211.8K | 0.17% | 00.0% | Unchanged |
| Grunden Financial Advisory, Inc. | 442 | $213.5K | 0.08% | −169−27.7% | Reduced |
| Reicon Wealth Advisors, LLC | 442 | $213.8K | 0.16% | +442 | New |
| Miller Global Investments, LLC | 443 | $214.2K | 0.19% | +443 | New |
| Sherry Group, Inc. | 441 | $215.0K | 0.23% | +441 | New |
| Genesis Financial Group, LLC | 445 | $215.2K | 0.12% | +445 | New |
| MayTech Global Investments, LLC | 448 | $216.8K | 0.02% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 449 | $217.2K | 0.16% | −2,584−85.2% | Reduced |
| Kieckhefer Group LLC | 450 | $217.6K | 0.10% | +450 | New |
| Macco Financial Group, Inc. | 452 | $218.6K | 0.19% | +452 | New |
| TrueWealth Financial Partners | 453 | $219.1K | 0.18% | −6,491−93.5% | Reduced |
| Mason & Associates, LLC | 453 | $219.1K | 0.05% | +28+6.6% | Added |
| Northeast Planning Associates, Inc. | 454 | $219.6K | 0.16% | 00.0% | Unchanged |
| FC Advisory LLC | 457 | $221.1K | 0.06% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 464 | $224.4K | 0.13% | −289−38.4% | Reduced |
| Allodium Investment Consultants, LLC | 464 | $224.4K | 0.11% | +20+4.5% | Added |
| Fund Evaluation Group, LLC | 464 | $224.4K | 0.01% | +464 | New |
| ETF Store, Inc. | 470 | $227.2K | 0.23% | −24−4.9% | Reduced |
| FLP Wealth Management, LLC | 471 | $227.6K | 0.54% | −3−0.6% | Reduced |
| SMI Advisory Services, LLC | 480 | $229.0K | 0.04% | 00.0% | Unchanged |
| Momentum Wealth Planning, LLC | 476 | $230.2K | 0.18% | −3,884−89.1% | Reduced |
| Perspective Wealth Advisors LLC | 478 | $231.2K | 0.16% | +478 | New |
| Quarry Hill Advisors, LLC | 483 | $233.6K | 0.11% | −200−29.3% | Reduced |
| Rareview Capital LLC | 471 | $234.2K | 0.15% | 00.0% | Unchanged |
| Weitzel Financial Services, Inc. | 497 | $235.1K | 0.09% | 00.0% | Unchanged |