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; 6,248 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
- +586 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
- 119
- 2,576 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Cypress Capital Management LLC (WY) | 2,294 | $1.11M | 1.03% | −54−2.3% | Reduced |
| Note Advisors, LLC | 2,500 | $1.11M | 0.57% | +10.0% | Added |
| Stanich Group LLC | 2,298 | $1.11M | 0.84% | +2+0.1% | Added |
| Investment Planning Advisors, Inc. | 2,301 | $1.11M | 0.32% | +104+4.7% | Added |
| McMill Wealth Management | 2,304 | $1.11M | 0.31% | 00.0% | Unchanged |
| Athena Wealth Management, LLC | 2,304 | $1.11M | 1.08% | +2,304 | New |
| Thayer Partners, LLC | 2,306 | $1.12M | 0.54% | +2,306 | New |
| Bryant Woods Investment Advisors, LLC | 2,308 | $1.12M | 0.43% | −166−6.7% | Reduced |
| Decker Retirement Planning Inc. | 2,311 | $1.12M | 0.56% | −40−1.7% | Reduced |
| Trellis Wealth Advisors LLC | 2,315 | $1.12M | 0.44% | 00.0% | Unchanged |
| Financially in Tune, LLC | 2,316 | $1.12M | 1.05% | +2,316 | New |
| Bright Financial Advisors, Inc. | 2,317 | $1.12M | 0.53% | +383+19.8% | Added |
| HRC Wealth Management, LLC | 2,322 | $1.12M | 0.54% | +96+4.3% | Added |
| Quest Partners LLC | 2,324 | $1.12M | 0.06% | +1,202+107.1% | Added |
| Balanced Wealth Group LLC | 2,164 | $1.12M | 0.41% | −71−3.2% | Reduced |
| Profit Investment Management, LLC | 2,327 | $1.13M | 4.55% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,329 | $1.13M | 0.62% | −2−0.1% | Reduced |
| Wilkins Miller Wealth Management, LLC | 2,331 | $1.13M | 0.67% | −19−0.8% | Reduced |
| Custos Family Office, LLC | 2,339 | $1.13M | 0.77% | +2+0.1% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,343 | $1.13M | 1.06% | +2,343 | New |
| Noble Wealth Management PBC | 2,343 | $1.13M | 0.57% | +16+0.7% | Added |
| Ceera Investments, LLC | 2,344 | $1.13M | 0.44% | +400+20.6% | Added |
| Schaeffer Financial LLC | 2,344 | $1.13M | 0.99% | +2,344 | New |
| FIDELIS iM, LLC | 2,347 | $1.14M | 0.44% | −218−8.5% | Reduced |
| CGC Financial Services, LLC | 2,352 | $1.14M | 0.30% | +576+32.4% | Added |
| Nicholson Meyer Capital Management, Inc. | 2,356 | $1.14M | 0.86% | −197−7.7% | Reduced |
| Merited Wealth, LLC | 2,357 | $1.14M | 1.06% | +2,357 | New |
| Bauman Advisory Group, LLC | 2,357 | $1.14M | 0.92% | +2,357 | New |
| Conestoga Capital Advisors, LLC | 2,359 | $1.14M | 0.02% | −343−12.7% | Reduced |
| Lighthouse Wealth Management Inc. | 2,359 | $1.14M | 0.78% | −28−1.2% | Reduced |
| Insight Wealth Partners, LLC | 2,359 | $1.14M | 0.47% | −139−5.6% | Reduced |
| CMC Financial Group | 2,359 | $1.14M | 2.04% | −20−0.8% | Reduced |
| Disciplined Investments, LLC | 2,361 | $1.14M | 0.44% | +252+11.9% | Added |
| Trace Wealth Advisors, LLC | 2,365 | $1.14M | 0.83% | −29−1.2% | Reduced |
| Great Oak Capital Partners, LLC | 2,421 | $1.14M | 0.29% | −21−0.9% | Reduced |
| Meredith Wealth Planning | 2,371 | $1.15M | 0.34% | +37+1.6% | Added |
| SVRN Asset Management, LLC | 2,371 | $1.15M | 0.94% | +2,371 | New |
| V. M. Manning & Co., Inc. | 2,375 | $1.15M | 1.16% | −102−4.1% | Reduced |
| West Chester Capital Advisors, Inc | 2,376 | $1.15M | 0.67% | +25+1.1% | Added |
| Wrenne Financial Planning LLC | 2,376 | $1.15M | 0.47% | +10+0.4% | Added |
| Premier Private Wealth Management LLC | 2,722 | $1.15M | 1.19% | +2,722 | New |
| WBI Investments | 2,392 | $1.16M | 0.30% | −849−26.2% | Reduced |
| Kahn Brothers Group Inc | 2,392 | $1.16M | 0.20% | +487+25.6% | Added |
| Auctus Advisors LLC | 2,393 | $1.16M | 1.07% | +2,393 | New |
| Cornerstone Financial Management LLC | 2,393 | $1.16M | 1.09% | +2,393 | New |
| Saber Capital Managment, LLC | 2,400 | $1.16M | 0.99% | +2,400 | New |
| Colter Lewis Investment Partners LLC | 2,400 | $1.16M | 1.34% | +2,400 | New |
| BWM Planning, LLC | 2,402 | $1.16M | 0.31% | +89+3.8% | Added |
| Essential Partners LLC | 2,405 | $1.16M | 0.36% | −373−13.4% | Reduced |
| Cannon Financial Strategists, Inc. | 2,408 | $1.16M | 0.16% | +100+4.3% | Added |
| Financial Symmetry Inc | 2,409 | $1.17M | 0.48% | +31+1.3% | Added |
| Copia Wealth Management | 2,412 | $1.17M | 0.83% | +61+2.6% | Added |
| Chase Investment Counsel Corp | 2,417 | $1.17M | 0.33% | −3,733−60.7% | Reduced |
| Mullaney, Keating & Wright, Inc. | 2,416 | $1.17M | 0.62% | −27−1.1% | Reduced |
| Miller Financial Services LLC | 2,328 | $1.17M | 1.37% | −828−26.2% | Reduced |
| Strategic Financial Concepts, LLC | 2,419 | $1.17M | 1.07% | −2,556−51.4% | Reduced |
| Tumwater Wealth Management, LLC | 2,425 | $1.17M | 0.48% | −142−5.5% | Reduced |
| Virtus ETF Advisers LLC | 2,426 | $1.17M | 0.56% | −546−18.4% | Reduced |
| Red Mountain Financial, LLC | 2,428 | $1.17M | 1.15% | −293−10.8% | Reduced |
| Morling Financial Advisors, LLC | 2,431 | $1.18M | 0.37% | +37+1.5% | Added |
| Sound Portfolio Advisors, LLC | 2,435 | $1.18M | 0.99% | +2,435 | New |
| Whi Trust Co LLC | 2,437 | $1.18M | 0.91% | +2,437 | New |
| Kure Advisory, LLC | 2,440 | $1.18M | 0.66% | +754+44.7% | Added |
| Brickley Wealth Management | 2,440 | $1.18M | 0.20% | +192+8.5% | Added |
| Orin Green Financial, LLC | 2,442 | $1.18M | 0.47% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 2,445 | $1.18M | 1.10% | −494−16.8% | Reduced |
| Hill Investment Group Partners, LLC | 2,447 | $1.18M | 0.14% | +13+0.5% | Added |
| Harbor Group, Inc. | 2,450 | $1.18M | 0.18% | +449+22.4% | Added |
| Freedom Financial Partners LLC | 2,451 | $1.19M | 0.43% | −55−2.2% | Reduced |
| ProCore Advisors, LLC | 2,453 | $1.19M | 1.22% | +2,453 | New |
| Halter Ferguson Financial Inc. | 2,457 | $1.19M | 0.26% | +122+5.2% | Added |
| AJ Advisors, LLC | 2,458 | $1.19M | 0.44% | −99−3.9% | Reduced |
| Marathon Strategic Advisors, LLC | 2,459 | $1.19M | 0.91% | +1,057+75.4% | Added |
| Safe Harbor Wealth Advisors, LLC | 2,959 | $1.19M | 1.15% | +2,959 | New |
| North Berkeley Wealth Management, LLC | 2,462 | $1.19M | 0.70% | −116−4.5% | Reduced |
| Parrish Capital LLC | 2,462 | $1.19M | 1.08% | +2,462 | New |
| Dominguez Wealth Management Solutions, Inc. | 2,464 | $1.19M | 0.73% | +163+7.1% | Added |
| Financial Planning Navigators CORP | 2,474 | $1.20M | 0.55% | +2,474 | New |
| Granville Capital, Inc. | 2,475 | $1.20M | 0.64% | +2,475 | New |
| Navis Wealth Advisors, LLC | 2,478 | $1.20M | 0.51% | +647+35.3% | Added |
| Chico Wealth RIA | 2,481 | $1.20M | 0.78% | +311+14.3% | Added |
| DORVAL Corp | 2,487 | $1.20M | 0.38% | −86−3.3% | Reduced |
| Persium Advisors, LLC | 2,487 | $1.20M | 0.88% | +158+6.8% | Added |
| O'Connor Financial Group LLC | 2,583 | $1.20M | 0.48% | +43+1.7% | Added |
| Wealth Science Advisors LLC | 2,491 | $1.20M | 0.69% | +2,491 | New |
| ShoreHaven Wealth Partners, LLC | 2,492 | $1.21M | 0.43% | −650−20.7% | Reduced |
| Inkwell Capital LLC | 2,493 | $1.21M | 1.22% | −28−1.1% | Reduced |
| Corient IA LLC | 2,500 | $1.21M | 1.14% | 00.0% | Unchanged |
| Sharper & Granite LLC | 2,506 | $1.21M | 0.43% | −5−0.2% | Reduced |
| Provident Wealth Management, LLC | 2,508 | $1.21M | 0.36% | 00.0% | Unchanged |
| One Degree Advisors Inc | 2,509 | $1.21M | 0.33% | −142−5.4% | Reduced |
| Stembrook Asset Management, LLC | 2,510 | $1.21M | 1.15% | +2,510 | New |
| Capstone Wealth Management, LLC | 2,512 | $1.21M | 0.89% | +100+4.1% | Added |
| Columbia Advisory Partners LLC | 2,517 | $1.22M | 0.83% | −61−2.4% | Reduced |
| Wealth Management Strategies, Inc. | 2,517 | $1.22M | 0.56% | −4−0.2% | Reduced |
| Benson Wealth Management INC | 2,521 | $1.22M | 1.36% | +2,521 | New |
| Kickstand Ventures, LLC. | 2,525 | $1.22M | 0.26% | +55+2.2% | Added |
| Capasso Planning Partners LLC | 2,538 | $1.23M | 0.67% | +1,343+112.4% | Added |
| Carmel Capital Management L.L.C. | 2,539 | $1.23M | 0.37% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 2,544 | $1.23M | 0.76% | −110−4.1% | Reduced |