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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Smith Partners Wealth Management, LLC | 3,816 | $1.85M | 1.70% | +3,816 | New |
| JMG Financial Group, Ltd. | 3,820 | $1.85M | 0.05% | −1,670−30.4% | Reduced |
| Blossom Wealth Management | 3,821 | $1.85M | 3.05% | +4+0.1% | Added |
| Horizon Bancorp Inc | 3,821 | $1.85M | 0.90% | −147−3.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 3,822 | $1.85M | 1.86% | −461−10.8% | Reduced |
| Everstar Asset Management, LLC | 3,822 | $1.85M | 0.99% | +70+1.9% | Added |
| Maimon Wealth Management Ltd. | 3,826 | $1.85M | 1.72% | +3,826 | New |
| Greenhouse Wealth Management, LLC | 3,834 | $1.85M | 1.10% | +5+0.1% | Added |
| Hurlow Wealth Management Group, Inc. | 3,837 | $1.86M | 0.45% | −173−4.3% | Reduced |
| Independence Wealth Advisors, LLC | 3,838 | $1.86M | 1.04% | +3,838 | New |
| Creative Capital Management Investments LLC | 3,839 | $1.86M | 0.56% | −67−1.7% | Reduced |
| SPG Advisors LLC | 3,841 | $1.86M | 19.10% | −17−0.4% | Reduced |
| Odyssey Capital Advisors, Inc. | 3,856 | $1.86M | 1.66% | +3,856 | New |
| Private Wealth Management Group, LLC | 3,860 | $1.87M | 0.50% | −39−1.0% | Reduced |
| Sentinel Pension Advisors Inc | 3,861 | $1.87M | 0.29% | +123+3.3% | Added |
| Dogwood Wealth Management LLC | 3,863 | $1.87M | 0.82% | −1,015−20.8% | Reduced |
| McNaughton Wealth Management, LLC | 3,868 | $1.87M | 0.77% | +257+7.1% | Added |
| Portfolio Strategies, Inc. | 3,884 | $1.88M | 0.22% | −38−1.0% | Reduced |
| Strategic Equity Management | 3,891 | $1.88M | 0.64% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 3,901 | $1.89M | 0.83% | −74−1.9% | Reduced |
| Define Financial, LLC | 3,902 | $1.89M | 1.07% | −157−3.9% | Reduced |
| Grove Street Fiduciary, LLC | 3,903 | $1.89M | 0.79% | −263−6.3% | Reduced |
| ASL Financial, LLC | 3,903 | $1.89M | 1.48% | +3,903 | New |
| Lord & Richards Wealth Management, LLC | 3,906 | $1.89M | 1.62% | −1,011−20.6% | Reduced |
| Hanlon Investment Management, Inc. | 3,913 | $1.89M | 1.05% | +894+29.6% | Added |
| Capital Square, LLC | 3,914 | $1.89M | 0.97% | −237−5.7% | Reduced |
| Guidance Point Advisors, LLC | 3,914 | $1.89M | 0.44% | −99−2.5% | Reduced |
| Godfrey Financial Associates, Inc. | 3,919 | $1.90M | 1.64% | +3,919 | New |
| Austin Wealth Management, LLC | 3,967 | $1.90M | 0.28% | +196+5.2% | Added |
| Silver Oak Advisory Group, Inc. | 3,923 | $1.90M | 0.86% | −910−18.8% | Reduced |
| Muirfield Wealth Advisors LLC | 3,923 | $1.90M | 1.39% | −643−14.1% | Reduced |
| Yukon Wealth Management, Inc. | 4,582 | $1.90M | 1.09% | −15,602−77.3% | Reduced |
| Baer Investment Advisory LLC | 3,930 | $1.90M | 2.65% | −247−5.9% | Reduced |
| Financial Network Wealth Advisors LLC | 3,932 | $1.90M | 1.98% | +131+3.4% | Added |
| Lane Brothers & Co Inc | 3,936 | $1.90M | 1.38% | +3,936 | New |
| Trinity Financial Advisors LLC | 3,938 | $1.90M | 0.53% | −603−13.3% | Reduced |
| Sierra Ocean, LLC | 3,941 | $1.91M | 1.58% | −294−6.9% | Reduced |
| Mayfair Advisory Group, LLC | 4,036 | $1.91M | 0.74% | −233−5.5% | Reduced |
| Fosun International Ltd | 3,950 | $1.91M | 0.44% | −1,500−27.5% | Reduced |
| Calder Financial LLC | 3,968 | $1.92M | 1.88% | +3,968 | New |
| ORBA Wealth Advisors, L.L.C. | 3,977 | $1.92M | 1.67% | −672−14.5% | Reduced |
| Noble Family Wealth, LLC | 3,981 | $1.93M | 0.41% | +325+8.9% | Added |
| Ark Wealth Advisors LLC | 3,984 | $1.93M | 2.07% | +3,984 | New |
| Santori & Peters | 3,987 | $1.93M | 0.66% | +21+0.5% | Added |
| Client First Investment Management LLC | 3,995 | $1.93M | 1.01% | −405−9.2% | Reduced |
| Marotta Asset Management | 3,995 | $1.93M | 0.36% | −442−10.0% | Reduced |
| Dale Q Rice Investment Management Ltd | 3,998 | $1.93M | 1.39% | −13−0.3% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.93M | 0.49% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 4,001 | $1.93M | 1.06% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 4,009 | $1.94M | 0.92% | +811+25.4% | Added |
| Omnitrust Wealth Management, Inc | 4,011 | $1.94M | 2.47% | +4,011 | New |
| Columbia River Financial Group, LLC | 4,012 | $1.94M | 1.19% | +6+0.1% | Added |
| BHK Investment Advisors, LLC | 4,020 | $1.94M | 0.64% | +1,131+39.1% | Added |
| Driehaus Capital Management LLC | 4,032 | $1.95M | 0.01% | −1,801−30.9% | Reduced |
| SMART Wealth LLC | 4,035 | $1.95M | 0.59% | −871−17.8% | Reduced |
| Visionary Horizons, LLC | 4,040 | $1.95M | 1.01% | +119+3.0% | Added |
| New Vernon Investment Management LLC | 4,042 | $1.95M | 1.90% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 4,042 | $1.95M | 1.15% | −287−6.6% | Reduced |
| PMG Wealth Management, Inc. | 4,049 | $1.96M | 1.43% | +37+0.9% | Added |
| Crane Advisory, LLC | 4,107 | $1.96M | 0.30% | +37+0.9% | Added |
| Trademark Financial Management, LLC | 4,052 | $1.96M | 1.08% | −138−3.3% | Reduced |
| Integras Partners LLC | 4,057 | $1.96M | 1.59% | −1,788−30.6% | Reduced |
| Powell Investment Advisors, LLC | 4,057 | $1.96M | 0.68% | +10.0% | Added |
| Advisory Advocates, LLC | 4,062 | $1.96M | 1.95% | +4,062 | New |
| Collaborative Wealth Managment Inc. | 4,065 | $1.97M | 0.69% | +2,239+122.6% | Added |
| Tacita Capital Inc | 4,066 | $1.97M | 1.14% | −165−3.9% | Reduced |
| Georgetown University | 4,073 | $1.97M | 0.78% | +7+0.2% | Added |
| Narus Financial Partners, LLC | 4,076 | $1.97M | 0.54% | −10.0% | Reduced |
| Thoma Capital Management LLC | 4,078 | $1.97M | 1.14% | −271−6.2% | Reduced |
| Advocate Investing Services LLC | 4,079 | $1.97M | 1.77% | +4,079 | New |
| Defined Wealth Management, LLC | 4,080 | $1.97M | 1.14% | +82+2.1% | Added |
| Phocas Financial Corp. | 4,080 | $1.97M | 0.26% | 00.0% | Unchanged |
| Spring Capital Management, LLC | 4,083 | $1.97M | 1.00% | 00.0% | Unchanged |
| jvl associates llc | 4,084 | $1.98M | 0.64% | −133−3.2% | Reduced |
| Pinnbrook Capital Management LP | 4,086 | $1.98M | 0.51% | −29,561−87.9% | Reduced |
| Farringdon Capital, Ltd. | 4,087 | $1.98M | 0.49% | +4,087 | New |
| Lombard Odier Asset Management (USA) Corp | 4,092 | $1.98M | 0.81% | −1,143−21.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4,102 | $1.98M | 0.22% | +18+0.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 4,104 | $1.98M | 0.34% | −225−5.2% | Reduced |
| Cravens & Co Advisors, LLC | 4,220 | $1.99M | 1.30% | −173−3.9% | Reduced |
| RMR Capital Management, LLC | 4,107 | $1.99M | 1.43% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 4,226 | $1.99M | 2.21% | +4,226 | New |
| Ironwood Investment Management LLC | 4,111 | $1.99M | 0.84% | +10+0.2% | Added |
| Groesbeck Investment Management Corp | 4,116 | $1.99M | 3.76% | 00.0% | Unchanged |
| Norris Financial Group, LLC | 4,117 | $1.99M | 0.68% | +263+6.8% | Added |
| Argus Investors' Counsel, Inc. | 4,118 | $1.99M | 1.59% | +99+2.5% | Added |
| Illumine Investment Management, LLC | 4,120 | $1.99M | 1.45% | −150−3.5% | Reduced |
| Wheelhouse Advisory Group LLC | 4,089 | $1.99M | 0.76% | +1,840+81.8% | Added |
| Basepoint Wealth LLC | 4,125 | $2.00M | 1.21% | +253+6.5% | Added |
| R Squared Ltd | 4,126 | $2.00M | 0.93% | +1,491+56.6% | Added |
| Hartmann Taylor Wealth Management, LLC | 4,130 | $2.00M | 1.35% | −64−1.5% | Reduced |
| PYA Waltman Capital, LLC | 4,132 | $2.00M | 0.54% | −740−15.2% | Reduced |
| Keystone Financial Services | 4,132 | $2.00M | 0.60% | +39+1.0% | Added |
| Sonoma Allocations LLC | 4,703 | $2.00M | 0.66% | −500−9.6% | Reduced |
| Prairiewood Capital, LLC | 4,141 | $2.00M | 0.62% | −548−11.7% | Reduced |
| Frazier Financial Advisors, LLC | 4,141 | $2.00M | 1.19% | +120+3.0% | Added |
| Haven Private, LLC | 4,144 | $2.00M | 0.88% | −7−0.2% | Reduced |
| Wallace Hart LLC | 4,148 | $2.01M | 1.48% | −292−6.6% | Reduced |
| BayBridge Capital Group, LLC | 4,151 | $2.01M | 1.24% | +84+2.1% | Added |
| Integrity Wealth Solutions LLC | 4,156 | $2.01M | 0.80% | +4+0.1% | Added |