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 |
|---|---|---|---|---|---|
| Conservest Capital Advisors, Inc. | 2,833 | $1.37M | 0.12% | +172+6.5% | Added |
| Arlington Capital Management, Inc. | 2,837 | $1.37M | 0.84% | −80−2.7% | Reduced |
| Asset Allocation & Management Company, LLC | 2,840 | $1.37M | 0.55% | 00.0% | Unchanged |
| Opus Financial Solutions LLC | 2,839 | $1.37M | 1.30% | +2,839 | New |
| Platform Wealth Management, LLC | 2,842 | $1.37M | 0.37% | +2,842 | New |
| Defender Capital, LLC. | 2,850 | $1.38M | 0.45% | +2,850 | New |
| Bear Mountain Capital, Inc. | 3,021 | $1.38M | 0.45% | −136−4.3% | Reduced |
| One + One Wealth Management, LLC | 2,855 | $1.38M | 0.64% | −199−6.5% | Reduced |
| Retirement Planning Group, LLC | 2,859 | $1.38M | 0.94% | −153−5.1% | Reduced |
| Able Wealth Management LLC | 2,899 | $1.38M | 0.44% | +49+1.7% | Added |
| Good Harbor Advisors, Inc. | 2,860 | $1.38M | 1.61% | +2,860 | New |
| Cyr Financial Inc. | 2,860 | $1.38M | 0.86% | +102+3.7% | Added |
| Optima Capital LLC | 2,864 | $1.38M | 0.60% | −42−1.4% | Reduced |
| Flywheel Private Wealth LLC | 2,865 | $1.39M | 0.87% | −100−3.4% | Reduced |
| Innovative Wealth Building LLC | 2,870 | $1.39M | 1.01% | +106+3.8% | Added |
| Cairn Investment Group, Inc. | 2,873 | $1.39M | 0.66% | −50−1.7% | Reduced |
| OMNI 360 Wealth, Inc. | 3,031 | $1.39M | 0.71% | −98−3.1% | Reduced |
| Fiscal Wisdom Wealth Management, LLC | 2,884 | $1.39M | 1.31% | −55−1.9% | Reduced |
| Planning Directions Inc | 2,885 | $1.40M | 0.70% | −47−1.6% | Reduced |
| Peirce Capital Management, LLC | 2,885 | $1.40M | 0.56% | +2,885 | New |
| Equita Financial Network, Inc. | 2,894 | $1.40M | 0.42% | +46+1.6% | Added |
| Harvest Investment Advisors, LLC | 2,896 | $1.40M | 0.79% | +75+2.7% | Added |
| Jones Road Capital Management, L.P. | 2,900 | $1.40M | 1.52% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 2,900 | $1.40M | 0.54% | −27−0.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,904 | $1.40M | 0.51% | +2+0.1% | Added |
| GGM Financials LLC | 2,905 | $1.40M | 0.68% | −62−2.1% | Reduced |
| Dorato Capital Management | 3,061 | $1.41M | 1.06% | +3,061 | New |
| Heartland Advisors Inc | 2,910 | $1.41M | 0.08% | 00.0% | Unchanged |
| Breachway Investments LLC | 2,911 | $1.41M | 1.48% | +2,911 | New |
| Avise Financial Cooperative, Inc. | 2,911 | $1.41M | 1.27% | +2,911 | New |
| JHP Wealth Management, LLC | 2,913 | $1.41M | 1.36% | +2,913 | New |
| Second Half Financial Partners, LLC | 2,913 | $1.41M | 0.63% | +26+0.9% | Added |
| Michels Family Financial, LLC | 2,918 | $1.41M | 1.04% | +469+19.2% | Added |
| Leslie Global Wealth, LLC | 2,920 | $1.41M | 0.64% | −115−3.8% | Reduced |
| Saudi Central Bank | 2,921 | $1.41M | 0.05% | +7+0.2% | Added |
| Beckerman Institutional, LLC | 2,929 | $1.42M | 0.80% | +10.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,936 | $1.42M | 1.17% | +15+0.5% | Added |
| Diesslin Group, Inc. | 2,939 | $1.42M | 0.56% | +2,939 | New |
| denkapparat Operations GmbH | 2,942 | $1.42M | 0.77% | +358+13.9% | Added |
| Schwartz Investment Counsel Inc | 2,945 | $1.42M | 0.05% | −100−3.3% | Reduced |
| Ehrenkranz Partners L.P. | 2,945 | $1.42M | 1.61% | +2,195+292.7% | Added |
| Parker Financial LLC | 2,940 | $1.42M | 0.58% | +2+0.1% | Added |
| R. W. Roge & Company, Inc. | 2,947 | $1.43M | 0.70% | +202+7.4% | Added |
| Tower Wealth Partners, Inc. | 2,948 | $1.43M | 0.78% | −24−0.8% | Reduced |
| Larry Mathis Financial Planning, LLC | 2,953 | $1.43M | 1.26% | +2,953 | New |
| Austin Asset Management Co Inc | 2,964 | $1.43M | 0.24% | −6−0.2% | Reduced |
| NBZ Investment Advisors LLC | 2,966 | $1.43M | 0.63% | −825−21.8% | Reduced |
| Golden Road Advisors LLC | 2,975 | $1.44M | 0.82% | −423−12.4% | Reduced |
| Alliance Private Wealth, LLC | 3,502 | $1.44M | 0.50% | +3,502 | New |
| Hyposwiss Advisors SA | 2,979 | $1.44M | 1.41% | +2,979 | New |
| Serenity Investment Advisors | 3,014 | $1.44M | 0.84% | +3,014 | New |
| Bedminster, LLC | 2,979 | $1.44M | 1.32% | +2,979 | New |
| Sage Investment Advisers LLC | 2,987 | $1.44M | 1.08% | +2,987 | New |
| SwitchPoint Financial Planning, LLC | 2,992 | $1.45M | 1.01% | +143+5.0% | Added |
| Gentry Private Wealth, LLC | 2,995 | $1.45M | 0.91% | +434+16.9% | Added |
| De Lisle Partners LLP | 3,000 | $1.45M | 0.19% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 3,000 | $1.45M | 0.36% | +3,000 | New |
| Castlekeep Investment Advisors LLC | 3,002 | $1.45M | 0.66% | +229+8.3% | Added |
| Real Talk Capital, LLC | 3,006 | $1.45M | 1.45% | +329+12.3% | Added |
| Blankinship & Foster, LLC | 3,008 | $1.45M | 0.31% | −2−0.1% | Reduced |
| Lutz Financial Services LLC | 3,017 | $1.46M | 0.10% | −103−3.3% | Reduced |
| Awm Capital, LLC | 3,020 | $1.46M | 0.13% | +37+1.2% | Added |
| Uhlmann Price Securities, LLC | 3,019 | $1.46M | 0.87% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3,024 | $1.46M | 0.38% | −258−7.9% | Reduced |
| Kraematon Investment Advisors, Inc | 3,026 | $1.46M | 1.17% | +17+0.6% | Added |
| Stewardship Advisors, LLC | 3,027 | $1.46M | 0.34% | +493+19.5% | Added |
| Torren Management, LLC | 3,029 | $1.46M | 0.75% | +3,029 | New |
| Single Point Partners, LLC | 3,029 | $1.46M | 0.29% | −184−5.7% | Reduced |
| Basso Capital Management, L.P. | 3,031 | $1.47M | 0.87% | +514+20.4% | Added |
| Wealthgarden F.S. LLC | 3,119 | $1.47M | 0.97% | −17−0.5% | Reduced |
| XY Planning Network, Inc. | 3,034 | $1.47M | 0.26% | +1,280+73.0% | Added |
| Vision Financial Markets LLC | 3,043 | $1.47M | 1.50% | +60+2.0% | Added |
| Future Fund LLC | 3,048 | $1.47M | 0.52% | −977−24.3% | Reduced |
| ATX Financial Planning, LLC | 3,050 | $1.48M | 1.14% | +3,050 | New |
| Clark & Stuart, Inc | 3,052 | $1.48M | 1.02% | 00.0% | Unchanged |
| WPWealth LLP | 3,054 | $1.48M | 0.23% | +335+12.3% | Added |
| Westwood Wealth Management | 3,057 | $1.48M | 1.11% | −21,840−87.7% | Reduced |
| Lionshead Wealth Management, LLC | 3,057 | $1.48M | 1.11% | +79+2.7% | Added |
| Northwest Capital Management Inc | 3,062 | $1.48M | 6.42% | −10,130−76.8% | Reduced |
| Clear Investment Research, LLC | 3,064 | $1.48M | 2.46% | −1,165−27.5% | Reduced |
| Trinity Wealth Management, LLC | 3,069 | $1.48M | 0.55% | −163−5.0% | Reduced |
| Themes Management Co LLC | 3,070 | $1.48M | 1.18% | +3,070 | New |
| Kondo Wealth Advisors, Inc. | 3,073 | $1.49M | 0.57% | −3−0.1% | Reduced |
| WMS Group LLC | 3,086 | $1.49M | 1.90% | +3,086 | New |
| Unify Financial Advisors | 3,082 | $1.49M | 1.55% | +3,082 | New |
| BLVD Private Wealth, LLC | 3,086 | $1.49M | 1.30% | −83−2.6% | Reduced |
| Dedeker Financial LLC | 3,086 | $1.49M | 1.34% | +3,086 | New |
| Bonfire Financial | 3,089 | $1.49M | 1.12% | +50+1.6% | Added |
| Capital Wealth Alliance, LLC | 3,618 | $1.50M | 0.64% | +1,216+50.6% | Added |
| Johnson Wealth Management, LLC | 3,098 | $1.50M | 0.75% | +174+6.0% | Added |
| Hopwood Nicholas Hunter | 3,099 | $1.50M | 0.49% | +3,099 | New |
| Ionic Capital Management LLC | 3,100 | $1.50M | 1.48% | +3,100 | New |
| Insight 2811, Inc. | 3,102 | $1.50M | 0.66% | −313−9.2% | Reduced |
| Tandem Wealth Advisors LLC | 3,104 | $1.50M | 0.67% | +476+18.1% | Added |
| BlueStem Wealth Partners, LLC | 3,119 | $1.51M | 0.17% | +172+5.8% | Added |
| Schubert & Co | 3,121 | $1.51M | 1.20% | +240+8.3% | Added |
| Coastline Complete Wealth LLC | 3,134 | $1.52M | 0.95% | +3,134 | New |
| True Link Financial Advisors, LLC | 3,134 | $1.52M | 0.09% | +811+34.9% | Added |
| Welch Capital Partners LLC | 3,137 | $1.52M | 0.30% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 3,138 | $1.52M | 0.51% | +3,138 | New |