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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 3,426 | $1.66M | 0.96% | +90+2.7% | Added |
| Michael Brady & Co., LLC | 3,431 | $1.66M | 1.66% | +3,431 | New |
| Gouws Capital LLC | 3,434 | $1.66M | 0.88% | −205−5.6% | Reduced |
| Seed Wealth Management, Inc. | 3,437 | $1.66M | 1.15% | −802−18.9% | Reduced |
| Bay Capital Advisors, LLC | 3,438 | $1.66M | 1.01% | +62+1.8% | Added |
| Brand Asset Management Group, Inc. | 3,440 | $1.66M | 0.47% | +167+5.1% | Added |
| Gray Private Wealth, LLC | 3,441 | $1.66M | 0.81% | +94+2.8% | Added |
| Barnes Wealth Management Group, Inc | 3,442 | $1.66M | 0.89% | +97+2.9% | Added |
| Ackerman Capital Advisors, LLC | 3,444 | $1.67M | 0.33% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 3,445 | $1.67M | 0.51% | +13+0.4% | Added |
| Carroll Advisory Group, LLC | 3,446 | $1.67M | 0.72% | +3,446 | New |
| 1015 Capital Partners, LLC | 3,455 | $1.67M | 1.64% | +3,455 | New |
| Elite Life Management LLC | 4,168 | $1.67M | 2.71% | +647+18.4% | Added |
| Lionsbridge Wealth Management LLC | 3,467 | $1.68M | 1.70% | −16−0.5% | Reduced |
| Plan Group Financial, LLC | 3,468 | $1.68M | 0.44% | −1,329−27.7% | Reduced |
| Croban | 3,473 | $1.68M | 0.81% | −61−1.7% | Reduced |
| Wright Wealth LLC | 3,478 | $1.68M | 1.10% | +3,478 | New |
| Prism Planning Partners LLC | 3,488 | $1.69M | 1.89% | +3,488 | New |
| Cambridge Financial Group, LLC | 3,849 | $1.69M | 0.59% | +338+9.6% | Added |
| Gross & Hartman Investments LLC | 3,498 | $1.69M | 0.96% | +3,498 | New |
| Kooman & Associates | 3,505 | $1.69M | 0.50% | −92−2.6% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 3,509 | $1.70M | 0.72% | −157−4.3% | Reduced |
| Zeit Capital LLC | 3,517 | $1.70M | 1.15% | 00.0% | Unchanged |
| Veridan Wealth LLC | 3,518 | $1.70M | 0.57% | +9+0.3% | Added |
| AMG Asset Management Group, Inc. | 3,518 | $1.70M | 5.48% | +3,518 | New |
| Virtus Investment Advisers, Inc. | 3,519 | $1.70M | 0.46% | −51−1.4% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 3,523 | $1.70M | 0.36% | +285+8.8% | Added |
| Tableaux LLC | 3,496 | $1.70M | 1.22% | −2,660−43.2% | Reduced |
| Coign Capital Advisors LLC | 3,527 | $1.71M | 0.89% | +394+12.6% | Added |
| Blueshift Asset Management, LLC | 3,527 | $1.71M | 0.49% | +3,527 | New |
| Sykon Capital LLC | 3,528 | $1.71M | 0.55% | +201+6.0% | Added |
| WealthPoint Financial, LLC | 3,533 | $1.71M | 1.49% | +3,533 | New |
| Opus Capital Group, LLC | 3,540 | $1.71M | 0.19% | +51+1.5% | Added |
| Corecam AG | 3,544 | $1.71M | 1.72% | +3,544 | New |
| Asempa Wealth Advisors | 3,547 | $1.72M | 1.48% | +3,547 | New |
| Gaddis Premier Wealth Advisors LLC | 3,558 | $1.72M | 1.31% | +3,558 | New |
| Kuhn & Co Investment Counsel | 3,563 | $1.72M | 1.15% | +291+8.9% | Added |
| Motiv8 Investments LLC | 3,565 | $1.72M | 0.94% | −132−3.6% | Reduced |
| Fulcrum Equity Management | 3,568 | $1.73M | 1.65% | +2,610+272.4% | Added |
| Covestor Ltd | 3,575 | $1.73M | 0.91% | +69+2.0% | Added |
| Intergy Private Wealth, LLC | 3,584 | $1.73M | 0.52% | +502+16.3% | Added |
| Pin Oak Investment Advisors Inc | 4,337 | $1.74M | 1.22% | +224+5.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,604 | $1.74M | 0.56% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,604 | $1.74M | 1.02% | +608+20.3% | Added |
| Post Resch Tallon Group Inc. | 3,608 | $1.74M | 1.47% | +322+9.8% | Added |
| Ogorek Anthony Joseph | 3,608 | $1.75M | 0.48% | −297−7.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,611 | $1.75M | 0.74% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3,614 | $1.75M | 0.91% | +546+17.8% | Added |
| AAFCPAs Wealth Management, LLC | 3,615 | $1.75M | 0.74% | +1,220+50.9% | Added |
| Yeomans Consulting Group, Inc. | 3,615 | $1.75M | 0.51% | −76−2.1% | Reduced |
| Gibson Capital, LLC | 3,627 | $1.75M | 0.32% | +309+9.3% | Added |
| Clarity Wealth Development LLC | 3,630 | $1.76M | 1.49% | −32−0.9% | Reduced |
| Dougherty Wealth Advisers LLC | 3,631 | $1.76M | 0.99% | −161−4.2% | Reduced |
| Ares Financial Consulting, LLC | 3,632 | $1.76M | 1.67% | +3,632 | New |
| Pingora Partners LLC | 3,635 | $1.76M | 1.07% | −35−1.0% | Reduced |
| Apex Wealth Management, LLC | 3,828 | $1.76M | 1.79% | −1,919−33.4% | Reduced |
| Good Steward Wealth Advisors,LLC | 3,642 | $1.76M | 1.16% | −181−4.7% | Reduced |
| Intelligence Driven Advisers, LLC | 3,645 | $1.76M | 0.25% | −453−11.1% | Reduced |
| ACT Advisors, LLC. | 3,669 | $1.77M | 0.70% | −7−0.2% | Reduced |
| Range Financial Group LLC | 3,676 | $1.78M | 0.62% | +426+13.1% | Added |
| Value Investment Professionals, LLC | 3,682 | $1.78M | 1.87% | +3,682 | New |
| Systematic Financial Management LP | 3,685 | $1.78M | 0.04% | 00.0% | Unchanged |
| Integrated Capital Management, LLC | 3,692 | $1.79M | 0.77% | +5+0.1% | Added |
| Tepp RIA, LLC | 3,699 | $1.79M | 1.77% | +601+19.4% | Added |
| Avant Financial Advisors LLC | 3,702 | $1.79M | 1.29% | +2+0.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,705 | $1.79M | 0.02% | +200+5.7% | Added |
| Global Trust Wealth Management LLC | 3,707 | $1.79M | 1.33% | +3,707 | New |
| Sequent Planning LLC | 3,708 | $1.79M | 0.46% | −2,206−37.3% | Reduced |
| HighMark Wealth Management LLC | 3,710 | $1.79M | 0.73% | +33+0.9% | Added |
| Demars Financial Group, LLC | 3,713 | $1.80M | 0.60% | +34+0.9% | Added |
| Paladin Advisory Group, LLC | 3,719 | $1.80M | 1.31% | +97+2.7% | Added |
| New England Asset Management Inc | 3,725 | $1.80M | 0.24% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 3,738 | $1.81M | 0.66% | +33+0.9% | Added |
| JBR Co Financial Management Inc | 3,744 | $1.81M | 0.76% | −82−2.1% | Reduced |
| Tru Independence Asset Management 2, LLC | 3,747 | $1.81M | 1.13% | 00.0% | Unchanged |
| Vista Investment Management | 3,747 | $1.81M | 0.60% | +10.0% | Added |
| Pursuit Wealth Strategies, LLC | 3,756 | $1.82M | 2.55% | +3,756 | New |
| Tenon Financial LLC | 3,761 | $1.82M | 0.77% | +25+0.7% | Added |
| Oregon Pacific Wealth Management, LLC | 3,762 | $1.82M | 1.88% | −10,175−73.0% | Reduced |
| Ankerstar Wealth, LLC | 3,763 | $1.82M | 1.81% | +3,763 | New |
| Artesa Financial Group, LLC | 3,767 | $1.82M | 1.87% | +3,767 | New |
| Compass Wealth Management, LLC | 3,768 | $1.82M | 0.75% | +10+0.3% | Added |
| Keb Asset Management, LLC | 3,768 | $1.82M | 0.37% | +382+11.3% | Added |
| Capula Management Ltd | 3,771 | $1.82M | 0.01% | −21,806−85.3% | Reduced |
| Livet Wealth, LLC | 3,772 | $1.82M | 1.12% | +3,772 | New |
| Rodgers & Associates, LTD | 3,775 | $1.83M | 0.18% | −4−0.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,815 | $1.83M | 0.99% | +231+6.4% | Added |
| Keener Financial Planning LLC | 3,778 | $1.83M | 0.79% | +773+25.7% | Added |
| Intelligent Financial Strategies | 3,783 | $1.83M | 0.88% | −29−0.8% | Reduced |
| WealthSpring Partners, LLC | 3,801 | $1.84M | 1.88% | +3,801 | New |
| Winebrenner Capital Management LLC | 3,802 | $1.84M | 1.23% | −59−1.5% | Reduced |
| Stordahl Capital Management, Inc. | 3,803 | $1.84M | 0.38% | −291−7.1% | Reduced |
| Saxony Capital Management, LLC | 3,807 | $1.84M | 1.13% | +23+0.6% | Added |
| Old Peak Finance LLC | 3,807 | $1.84M | 1.14% | +3,807 | New |
| Sage Advisors, LLC | 3,808 | $1.84M | 1.22% | +53+1.4% | Added |
| Mountain Capital Investment Advisors, Inc | 3,952 | $1.84M | 0.30% | +4+0.1% | Added |
| Madrid Wealth Management, LLC | 3,811 | $1.84M | 1.50% | +3,811 | New |
| Towerpoint Wealth, LLC | 3,812 | $1.84M | 0.73% | −137−3.5% | Reduced |
| BankChampaign, National Association | 3,813 | $1.84M | 1.82% | +3,813 | New |
| Caitlin John, LLC | 3,814 | $1.84M | 1.21% | +1,956+105.3% | Added |