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 |
|---|---|---|---|---|---|
| Act Wealth Management, LLC | 2,550 | $1.23M | 0.40% | −46−1.8% | Reduced |
| Michael S. Ryan, Inc. | 2,550 | $1.23M | 0.71% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 2,548 | $1.23M | 0.53% | +28+1.1% | Added |
| Winslow Asset Management Inc | 2,551 | $1.23M | 0.23% | −22−0.9% | Reduced |
| Kaufman Rossin Wealth, LLC | 2,555 | $1.24M | 0.64% | −184−6.7% | Reduced |
| Sensible Money, LLC | 2,558 | $1.24M | 0.40% | −51−2.0% | Reduced |
| Rubicon Advisors, GP | 2,561 | $1.24M | 1.15% | +2,561 | New |
| Safe Harbor Family Capital, LLC | 2,562 | $1.24M | 1.09% | +2,562 | New |
| Reliant Investment Management, LLC | 2,566 | $1.24M | 0.50% | −92−3.5% | Reduced |
| Dopkins Wealth Management, LLC | 2,569 | $1.24M | 0.51% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 2,579 | $1.25M | 0.42% | +159+6.6% | Added |
| marrick wealth, LLC | 2,580 | $1.25M | 1.02% | +2,580 | New |
| Burkett Asset Management Ltd | 2,581 | $1.25M | 1.26% | +2,581 | New |
| Wealth Group Ltd | 2,585 | $1.25M | 0.28% | +227+9.6% | Added |
| Serenus Wealth Advisors, LLC | 2,588 | $1.25M | 0.24% | +41+1.6% | Added |
| HFG Advisors, Inc. | 2,589 | $1.25M | 0.91% | +881+51.6% | Added |
| Partners in Financial Planning | 2,593 | $1.25M | 0.21% | +24+0.9% | Added |
| WJ Financial Advisors LLC | 2,598 | $1.26M | 1.12% | +60+2.4% | Added |
| Avaii Wealth Management, LLC | 2,600 | $1.26M | 0.46% | −43−1.6% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $1.26M | 2.15% | −1,000−27.8% | Reduced |
| Belleair Asset Management, LLC | 2,606 | $1.26M | 1.20% | +2,606 | New |
| WealthCare Asset Management, LLC | 2,425 | $1.26M | 1.16% | +2,425 | New |
| FORM Wealth Advisors, LLC | 2,607 | $1.26M | 0.15% | +2,607 | New |
| TAGStone Capital, Inc. | 2,608 | $1.26M | 0.47% | +260+11.1% | Added |
| Independence Financial Advisors, LLC | 2,613 | $1.26M | 0.35% | +14+0.5% | Added |
| SWMG, LLC | 3,151 | $1.26M | 0.35% | −407−11.4% | Reduced |
| Cadia Private Client LLC | 2,617 | $1.27M | 1.00% | +2,617 | New |
| Retirement Wealth Solutions LLC | 2,620 | $1.27M | 0.80% | −9−0.3% | Reduced |
| FFT Wealth Management LLC | 2,622 | $1.27M | 0.24% | −20−0.8% | Reduced |
| Bennett Associates Wealth Management | 2,623 | $1.27M | 0.88% | +691+35.8% | Added |
| Melfa Wealth Management, LLC | 2,623 | $1.27M | 0.73% | −6−0.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,630 | $1.27M | 0.84% | −615−19.0% | Reduced |
| Colorado Capital Management, Inc. | 2,634 | $1.27M | 0.48% | −252−8.7% | Reduced |
| Terril Brothers, Inc. | 2,643 | $1.28M | 0.34% | +21+0.8% | Added |
| Quartz Partners, LLC | 2,644 | $1.28M | 0.48% | −4,390−62.4% | Reduced |
| SWS Partners | 2,650 | $1.28M | 0.31% | +27+1.0% | Added |
| Quaker Wealth Management, LLC | 2,654 | $1.28M | 0.41% | +60+2.3% | Added |
| Lauterbach Financial Advisors, LLC | 2,655 | $1.28M | 0.63% | +403+17.9% | Added |
| Portland Investment Counsel Inc. | 2,637 | $1.29M | 0.39% | 00.0% | Unchanged |
| Moneywise, Inc. | 2,659 | $1.29M | 0.53% | −431−13.9% | Reduced |
| Hiley Hunt Wealth Management | 2,663 | $1.29M | 0.58% | −27−1.0% | Reduced |
| TSA Wealth Managment LLC | 2,665 | $1.29M | 0.43% | −85−3.1% | Reduced |
| Oberweis Asset Management Inc | 2,665 | $1.29M | 0.05% | 00.0% | Unchanged |
| Burk Holdings LLC | 2,670 | $1.29M | 0.62% | +479+21.9% | Added |
| Vestia Personal Wealth Advisors | 2,913 | $1.29M | 0.66% | +38+1.3% | Added |
| Bright Futures Wealth Management, LLC. | 2,678 | $1.30M | 0.96% | +70+2.7% | Added |
| Provident Living Financial Services, Inc. | 2,688 | $1.30M | 1.28% | +2,688 | New |
| Decision Investments, Inc | 2,695 | $1.30M | 1.43% | +2,695 | New |
| Boulder Wealth Advisors, LLC | 2,698 | $1.30M | 0.55% | +74+2.8% | Added |
| Rexford Capital Inc | 2,699 | $1.31M | 0.99% | +34+1.3% | Added |
| Ipsen Advisor Group LLC | 2,700 | $1.31M | 0.93% | −64−2.3% | Reduced |
| Chris Bulman Inc | 2,700 | $1.31M | 0.58% | +246+10.0% | Added |
| GreatBanc Trust CO | 2,707 | $1.31M | 0.92% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,709 | $1.31M | 0.66% | +400+17.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,710 | $1.31M | 0.20% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,712 | $1.31M | 0.27% | +5+0.2% | Added |
| WorthPointe, LLC | 2,715 | $1.31M | 0.34% | +176+6.9% | Added |
| Epiq Partners, LLC | 2,716 | $1.31M | 0.61% | 00.0% | Unchanged |
| GuidedMoney, LLC | 2,716 | $1.31M | 0.70% | +2,716 | New |
| American Capital Advisory, LLC | 2,718 | $1.31M | 0.57% | −20−0.7% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 2,719 | $1.31M | 0.21% | +1,297+91.2% | Added |
| Waterford Advisors, LLC | 2,730 | $1.32M | 0.52% | −84−3.0% | Reduced |
| Camelot Portfolios, LLC | 2,734 | $1.32M | 0.82% | −33−1.2% | Reduced |
| Dean Investment Associates, LLC | 2,739 | $1.32M | 0.19% | −46−1.7% | Reduced |
| Blue Jean Financial LLC | 2,740 | $1.33M | 1.08% | +2,740 | New |
| FFG Partners, LLC | 2,740 | $1.33M | 0.38% | +6+0.2% | Added |
| Seros Financial, LLC | 2,741 | $1.33M | 0.78% | +110+4.2% | Added |
| Presidio Capital Management, LLC | 2,746 | $1.33M | 0.40% | +168+6.5% | Added |
| Copley Financial Group, Inc. | 2,748 | $1.33M | 0.82% | −49−1.8% | Reduced |
| Bramshill Investments, LLC | 2,750 | $1.33M | 0.08% | −3,250−54.2% | Reduced |
| Family Legacy Financial Solutions, LLC | 2,750 | $1.33M | 1.03% | +183+7.1% | Added |
| Lavelle Capital LP | 2,753 | $1.33M | 0.84% | +2,753 | New |
| Philip James Wealth Mangement, LLC | 2,760 | $1.33M | 0.15% | +97+3.6% | Added |
| Echo Wealth Management, LLC | 2,764 | $1.34M | 0.78% | −332−10.7% | Reduced |
| Cushing Capital Partners, LLC | 2,766 | $1.34M | 0.99% | −168−5.7% | Reduced |
| Penobscot Wealth Management | 2,769 | $1.34M | 0.41% | +92+3.4% | Added |
| Instrumental Wealth, LLC | 3,335 | $1.34M | 0.80% | −181−5.1% | Reduced |
| Stegent Equity Advisors, Inc. | 2,772 | $1.34M | 1.05% | −88−3.1% | Reduced |
| Aso Group Ltd | 2,776 | $1.34M | 0.52% | +2,776 | New |
| Main Line Retirement Advisors, LLC | 2,778 | $1.34M | 0.68% | +3+0.1% | Added |
| Pollock Investment Advisors, LLC | 2,780 | $1.34M | 0.99% | −25−0.9% | Reduced |
| Jmac Enterprises LLC | 2,786 | $1.35M | 0.26% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 2,787 | $1.35M | 1.17% | −1,820−39.5% | Reduced |
| Seaside Wealth Management, Inc. | 2,788 | $1.35M | 0.38% | −117−4.0% | Reduced |
| PeakShares LLC | 2,789 | $1.35M | 1.32% | +2,789 | New |
| Entelevest, LLC | 2,797 | $1.35M | 1.40% | +2,797 | New |
| Signature Resources Capital Management, LLC | 2,799 | $1.35M | 0.68% | +69+2.5% | Added |
| Options Solutions, LLC | 2,800 | $1.35M | 0.96% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3,051 | $1.36M | 0.18% | +36+1.2% | Added |
| Richwood Investment Advisors, LLC | 3,382 | $1.36M | 0.97% | −91−2.6% | Reduced |
| Kassira Wealth Management LLC | 2,806 | $1.36M | 1.29% | +360+14.7% | Added |
| Tilson Financial Group, Inc. | 2,807 | $1.36M | 0.42% | −3−0.1% | Reduced |
| 21 West Wealth Management LLC | 2,808 | $1.36M | 1.24% | −35−1.2% | Reduced |
| APCM Wealth Management for Individuals | 2,818 | $1.36M | 0.17% | +171+6.5% | Added |
| Soundwatch Capital LLC | 2,820 | $1.36M | 0.21% | −114−3.9% | Reduced |
| H&H Retirement Design & Management INC | 3,222 | $1.36M | 0.69% | +239+8.0% | Added |
| Ballew Advisors, Inc | 2,899 | $1.36M | 0.77% | +20+0.7% | Added |
| Wealth Advisors Northwest LLC | 2,823 | $1.37M | 0.61% | −281−9.1% | Reduced |
| West Financial Advisors, LLC | 2,829 | $1.37M | 0.23% | −735−20.6% | Reduced |
| Brightwater Advisory LLC | 2,832 | $1.37M | 0.93% | −8−0.3% | Reduced |