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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Morris Financial Concepts, Inc. | 3,143 | $1.52M | 0.53% | +9+0.3% | Added |
| Plum Street Advisors, LLC | 3,143 | $1.52M | 0.54% | +51+1.6% | Added |
| Osbon Capital Management LLC | 3,146 | $1.52M | 1.42% | +3,146 | New |
| Fortune 45 LLC | 3,220 | $1.52M | 0.73% | +80+2.5% | Added |
| Maseco LLP | 3,154 | $1.53M | 0.07% | +3,154 | New |
| Alpha Financial Partners, LLC | 3,154 | $1.53M | 0.93% | +140+4.6% | Added |
| Paladin Partners, LLC | 3,160 | $1.53M | 1.14% | +3,160 | New |
| ODonnell Financial Services, LLC | 3,162 | $1.53M | 0.52% | −6−0.2% | Reduced |
| Arbor Wealth Advisors LLC | 3,163 | $1.53M | 1.09% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,163 | $1.53M | 0.50% | +22+0.7% | Added |
| Financial Guidance Group, Inc. | 3,165 | $1.53M | 0.63% | +205+6.9% | Added |
| Tidemark, LLC | 3,165 | $1.53M | 0.44% | +172+5.7% | Added |
| Seneca Financial Advisors LLC | 3,175 | $1.54M | 0.47% | −286−8.3% | Reduced |
| Panoramic Investment Advisors, LLC | 3,176 | $1.54M | 0.83% | −250−7.3% | Reduced |
| Sage Investment Counsel LLC | 3,176 | $1.54M | 1.69% | −104−3.2% | Reduced |
| Sprinkle Financial Consultants LLC | 3,184 | $1.54M | 0.78% | +7+0.2% | Added |
| Hirtle Callaghan & Co LLC | 3,184 | $1.54M | 0.05% | +1,194+60.0% | Added |
| BostonPremier Wealth LLC | 3,186 | $1.54M | 0.79% | +152+5.0% | Added |
| MBE Wealth Management, LLC | 3,189 | $1.54M | 0.65% | +47+1.5% | Added |
| 25 LLC | 3,190 | $1.54M | 0.49% | +112+3.6% | Added |
| Continental Investors Services, Inc. | 3,586 | $1.55M | 1.99% | +162+4.7% | Added |
| Dala Group, LLC | 3,197 | $1.55M | 1.34% | +3,197 | New |
| Warner Financial, Inc | 3,200 | $1.55M | 0.54% | +358+12.6% | Added |
| Reyes Financial Architecture, Inc. | 3,202 | $1.55M | 0.94% | +29+0.9% | Added |
| REDW Wealth LLC | 3,203 | $1.55M | 0.59% | −111−3.3% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 3,203 | $1.55M | 1.24% | +3,203 | New |
| Cedrus Wealth Group LLC | 3,207 | $1.55M | 1.43% | +3,207 | New |
| Archetype Wealth Partners | 3,210 | $1.55M | 0.20% | −3,340−51.0% | Reduced |
| Flower City Capital | 3,212 | $1.55M | 0.79% | +2+0.1% | Added |
| Forthright Family Wealth Advisory LLC | 3,216 | $1.56M | 0.98% | −243−7.0% | Reduced |
| Brogan Financial, Inc. | 3,217 | $1.56M | 0.68% | −146−4.3% | Reduced |
| Red Tortoise LLC | 3,221 | $1.56M | 0.67% | −1,154−26.4% | Reduced |
| Meramec Financial Planners, LLC | 3,894 | $1.56M | 0.61% | +3,894 | New |
| Seven Springs Wealth Group, LLC | 3,231 | $1.56M | 0.45% | +7+0.2% | Added |
| Granite FO LLC | 3,232 | $1.56M | 0.83% | 00.0% | Unchanged |
| Wealth Forward, LLC | 3,232 | $1.56M | 0.88% | +781+31.9% | Added |
| Ridgepath Capital Management LLC | 3,023 | $1.57M | 0.72% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,239 | $1.57M | 0.59% | −165−4.8% | Reduced |
| LGT Financial Advisors LLC | 3,240 | $1.57M | 9.60% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 3,241 | $1.57M | 0.86% | +3,241 | New |
| Ethos Capital Management, Inc. | 3,242 | $1.57M | 1.48% | +3,242 | New |
| Cornercap Investment Counsel Inc | 3,244 | $1.57M | 0.77% | −44−1.3% | Reduced |
| Lynch Investment Planning, LLC | 3,245 | $1.57M | 1.50% | +3,245 | New |
| Greenland Capital Management LP | 3,250 | $1.57M | 0.23% | −32,099−90.8% | Reduced |
| McClarren Financial Advisors, Inc. | 3,483 | $1.57M | 0.94% | −1,345−27.9% | Reduced |
| Avid Wealth Partners LLC | 3,253 | $1.57M | 0.77% | −29−0.9% | Reduced |
| KilterHowling LLC | 3,255 | $1.57M | 0.80% | +125+4.0% | Added |
| Sightline Wealth Advisors, LLC | 3,256 | $1.57M | 0.67% | −23−0.7% | Reduced |
| Global Wealth Strategies & Associates | 3,256 | $1.57M | 0.39% | +49+1.5% | Added |
| Kendall Capital Management | 3,260 | $1.58M | 0.33% | +974+42.6% | Added |
| Weil Company, Inc. | 3,266 | $1.58M | 0.36% | −101−3.0% | Reduced |
| Dakota Community Bank & Trust NA | 3,279 | $1.59M | 5.44% | +255+8.4% | Added |
| Alpha Advisors, LLC | 3,284 | $1.59M | 1.22% | −27−0.8% | Reduced |
| Aufman Associates Inc | 3,287 | $1.59M | 0.81% | −17−0.5% | Reduced |
| James Reed Financial Services, Inc. | 3,290 | $1.59M | 1.28% | +54+1.7% | Added |
| Financial Harvest, LLC | 3,291 | $1.59M | 0.98% | +221+7.2% | Added |
| Robinson Smith Wealth Advisors LLC | 3,294 | $1.59M | 1.09% | −377−10.3% | Reduced |
| Armbruster Capital Management, Inc. | 3,295 | $1.59M | 0.27% | 00.0% | Unchanged |
| RHS Financial, LLC | 3,298 | $1.59M | 0.78% | −180−5.2% | Reduced |
| Davies Financial Advisors, Inc. | 3,300 | $1.60M | 2.95% | −4,431−57.3% | Reduced |
| Emergent Wealth Advisors, LLC | 3,305 | $1.60M | 0.90% | +256+8.4% | Added |
| Fortress Financial Group, LLC | 3,308 | $1.60M | 1.18% | −3−0.1% | Reduced |
| Nova R Wealth, Inc. | 3,310 | $1.60M | 0.58% | −553−14.3% | Reduced |
| Holland Advisory Services, Inc. | 3,320 | $1.61M | 2.17% | +2+0.1% | Added |
| Sharp Financial Services, LLC | 3,321 | $1.61M | 0.81% | −57−1.7% | Reduced |
| G2 Capital Management, LLC | 3,329 | $1.61M | 0.39% | +309+10.2% | Added |
| J.M. Arbour, LLC | 3,329 | $1.61M | 1.61% | +3,329 | New |
| Brown Financial Advisory | 3,330 | $1.61M | 0.81% | +50+1.5% | Added |
| Sandler Capital Management | 3,333 | $1.61M | 0.73% | −1,873−36.0% | Reduced |
| Ofc Financial Planning, LLC | 3,334 | $1.61M | 1.53% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 3,335 | $1.61M | 0.43% | +308+10.2% | Added |
| Pitti Group Wealth Management, LLC | 3,338 | $1.61M | 1.33% | +53+1.6% | Added |
| Slocum, Gordon & Co LLP | 3,341 | $1.62M | 1.17% | −100−2.9% | Reduced |
| Kurv Investment Management LLC | 3,344 | $1.62M | 2.02% | +3,344 | New |
| Vanguard Capital Wealth Advisors | 3,347 | $1.62M | 1.29% | +105+3.2% | Added |
| Woodward Financial Advisors, Inc. | 3,348 | $1.62M | 0.61% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3,350 | $1.62M | 0.06% | +984+41.6% | Added |
| Foundation Wealth Management, LLC | 3,351 | $1.62M | 1.07% | −95−2.8% | Reduced |
| Howard Wealth Management, LLC | 3,355 | $1.62M | 0.71% | −63−1.8% | Reduced |
| Benchmark Financial, LLC | 3,357 | $1.62M | 1.62% | +3,357 | New |
| Red Reef Advisors LLC | 3,357 | $1.62M | 1.65% | +3,357 | New |
| Lifestyle Asset Management, Inc. | 3,367 | $1.63M | 0.53% | −74−2.2% | Reduced |
| Cannon Capital Management, Inc. | 3,368 | $1.63M | 1.43% | +3,368 | New |
| North Capital, Inc. | 3,369 | $1.63M | 1.40% | −146−4.2% | Reduced |
| Tucker Asset Management LLC | 3,378 | $1.63M | 0.48% | −11−0.3% | Reduced |
| Bayshore Asset Management, LLC | 3,384 | $1.64M | 0.67% | +20+0.6% | Added |
| Chatterton & Associates Inc. | 3,386 | $1.64M | 1.40% | +3,386 | New |
| LifePlan Investment Advisors, Inc. | 3,391 | $1.64M | 0.67% | +379+12.6% | Added |
| Earnest Partners LLC | 3,394 | $1.64M | 0.01% | −40−1.2% | Reduced |
| Edgewood Management LLC | 3,394 | $1.64M | 0.01% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 3,396 | $1.64M | 0.30% | −93−2.7% | Reduced |
| Buckland Partners Management Co LLC | 3,400 | $1.64M | 0.91% | +3,400 | New |
| Sterling Financial Planning, Inc. | 3,400 | $1.64M | 0.50% | −14−0.4% | Reduced |
| Edge Financial Advisors LLC | 3,404 | $1.65M | 0.69% | −132−3.7% | Reduced |
| FMB Wealth Management | 3,406 | $1.65M | 0.65% | +10.0% | Added |
| Magnolia Wealth Management, LLC | 3,412 | $1.65M | 0.99% | +330+10.7% | Added |
| Wallace Capital Management Inc. | 3,417 | $1.65M | 0.20% | +160+4.9% | Added |
| Silver Coast Investments LLC | 3,419 | $1.65M | 0.57% | −10.0% | Reduced |
| Elevated Financial Group LLC | 3,420 | $1.65M | 0.57% | +3,420 | New |
| IMPACTfolio, LLC | 3,422 | $1.65M | 0.69% | 00.0% | Unchanged |