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 |
|---|---|---|---|---|---|
| Geometric Wealth Advisors | 4,157 | $2.01M | 0.26% | −31−0.7% | Reduced |
| Alpha Zero LLC | 4,159 | $2.01M | 1.10% | +155+3.9% | Added |
| 1620 Investment Advisors, Inc. | 4,160 | $2.01M | 1.34% | −74−1.7% | Reduced |
| O'Domhnaill Enterprises, Inc. | 4,164 | $2.01M | 1.89% | +4,164 | New |
| WFA of San Diego, LLC | 4,164 | $2.01M | 1.47% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,168 | $2.02M | 1.28% | −338−7.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,180 | $2.02M | 0.73% | +20+0.5% | Added |
| Hibernia Wealth Partners, LLC | 4,190 | $2.03M | 0.61% | +2,659+173.7% | Added |
| American Financial Advisors, LLC | 4,192 | $2.03M | 0.26% | +3+0.1% | Added |
| Bernardo Wealth Planning LLC | 4,194 | $2.03M | 0.39% | +135+3.3% | Added |
| Williams & Novak, LLC | 4,196 | $2.03M | 1.53% | +1,006+31.5% | Added |
| Anfield Capital Management, LLC | 4,198 | $2.03M | 0.64% | +1,450+52.8% | Added |
| Yoffe Investment Management, LLC | 4,200 | $2.03M | 2.59% | 00.0% | Unchanged |
| Intercapital, LLC | 4,200 | $2.03M | 1.07% | +4,200 | New |
| Integrity Investment Advisors, LLC | 4,203 | $2.03M | 1.12% | +719+20.6% | Added |
| Hansen & Associates Financial Group, Inc. | 4,919 | $2.03M | 1.11% | +369+8.1% | Added |
| Prospect Financial Services LLC | 4,208 | $2.04M | 1.17% | −252−5.7% | Reduced |
| Beto Financial Group, LLC | 4,807 | $2.04M | 1.37% | +4,807 | New |
| Lakewood Asset Management LLC | 4,211 | $2.04M | 1.20% | 00.0% | Unchanged |
| Next Capital Management LLC | 4,212 | $2.04M | 0.65% | −159−3.6% | Reduced |
| Diker Management LLC | 4,222 | $2.04M | 1.58% | +860+25.6% | Added |
| SFG Wealth Management, LLC. | 4,222 | $2.04M | 0.80% | −40−0.9% | Reduced |
| Astra Wealth Partners LLC | 4,224 | $2.04M | 1.25% | +304+7.8% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,224 | $2.04M | 0.97% | −76−1.8% | Reduced |
| Gerber, LLC | 4,227 | $2.04M | 1.14% | 00.0% | Unchanged |
| CAP Partners, LLC | 4,231 | $2.05M | 1.16% | −17−0.4% | Reduced |
| Bayesian Capital Management, LP | 4,235 | $2.05M | 4.69% | −7,965−65.3% | Reduced |
| Impact Investors, Inc | 4,257 | $2.06M | 1.43% | −761−15.2% | Reduced |
| Planning Center, Inc. | 4,258 | $2.06M | 0.21% | −9−0.2% | Reduced |
| CMT Capital Markets Trading GmbH | 4,260 | $2.06M | 1.36% | −14,040−76.7% | Reduced |
| Gridiron Partners, LLC | 4,265 | $2.06M | 1.18% | 00.0% | Unchanged |
| Box Hill Private Wealth LLC | 4,268 | $2.06M | 2.09% | +4,268 | New |
| Weaver C. Barksdale & Associates, Inc. | 4,279 | $2.07M | 2.17% | −536−11.1% | Reduced |
| Lakeshore Capital Group, Inc. | 4,275 | $2.07M | 1.65% | −13−0.3% | Reduced |
| Strategic Financial Partners, Ltd. | 4,282 | $2.07M | 0.90% | −6−0.1% | Reduced |
| Severin Investments, LLC | 4,288 | $2.07M | 1.83% | +288+7.2% | Added |
| Payne Capital Management, LLC | 4,292 | $2.08M | 0.66% | −128−2.9% | Reduced |
| Causey Wealth LLC | 4,294 | $2.08M | 0.94% | +1,062+32.9% | Added |
| Campbell Deegan Wealth Management, LLC | 4,305 | $2.08M | 1.68% | −4−0.1% | Reduced |
| Kearns & Associates LLC | 4,305 | $2.08M | 1.08% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 4,307 | $2.08M | 0.96% | +50+1.2% | Added |
| Valued Retirements, Inc. | 4,310 | $2.08M | 2.04% | −60−1.4% | Reduced |
| Eclectic Associates Inc | 4,313 | $2.09M | 0.33% | +69+1.6% | Added |
| SK Wealth Management, LLC | 4,817 | $2.09M | 0.58% | −42−0.9% | Reduced |
| Clarion Wealth Managment Partners, LLC | 4,334 | $2.10M | 1.94% | +473+12.3% | Added |
| Yoder Wealth Management, Inc. | 4,340 | $2.10M | 0.96% | +256+6.3% | Added |
| Koa Wealth Management, LLC | 4,346 | $2.10M | 1.44% | +1,152+36.1% | Added |
| Private Capital Advisors, Inc. | 4,349 | $2.10M | 0.21% | +88+2.1% | Added |
| Verus Financial Partners, Inc. | 4,473 | $2.10M | 0.19% | +150+3.5% | Added |
| Wiser Wealth Management, Inc | 4,353 | $2.11M | 0.47% | +175+4.2% | Added |
| Whipplewood Advisors, LLC | 4,355 | $2.11M | 1.35% | +85+2.0% | Added |
| Rebalance, LLC | 4,358 | $2.11M | 0.12% | +323+8.0% | Added |
| Bell Investment Advisors, Inc | 4,369 | $2.11M | 0.33% | −12−0.3% | Reduced |
| Littlejohn Financial Services, Inc. | 4,384 | $2.12M | 1.56% | −230−5.0% | Reduced |
| Evergreen Wealth Partners LLC | 4,387 | $2.12M | 1.79% | +4,387 | New |
| Tandem Financial, LLC | 5,037 | $2.12M | 2.56% | +21+0.4% | Added |
| Absolute Capital Management, LLC | 4,401 | $2.13M | 0.78% | +241+5.8% | Added |
| Drum Hill Capital, LLC | 4,405 | $2.13M | 2.21% | −155−3.4% | Reduced |
| NavPoint Financial, Inc. | 4,406 | $2.13M | 0.91% | +1,600+57.0% | Added |
| Hobbs Group Advisors, LLC | 4,408 | $2.13M | 0.64% | −357−7.5% | Reduced |
| SilverOak Wealth Management LLC | 4,411 | $2.13M | 0.33% | 00.0% | Unchanged |
| Sachetta, LLC | 4,413 | $2.13M | 1.17% | −6,323−58.9% | Reduced |
| Malaga Cove Capital, LLC | 4,417 | $2.14M | 0.74% | −38−0.9% | Reduced |
| IVC Wealth Advisors LLC | 4,419 | $2.14M | 0.93% | +233+5.6% | Added |
| Oldfather Financial Services, LLC | 4,428 | $2.14M | 0.64% | +1,746+65.1% | Added |
| Diversified Portfolios, Inc. | 4,431 | $2.14M | 0.18% | +599+15.6% | Added |
| Morton Brown Family Wealth, LLC | 4,433 | $2.14M | 0.58% | +2,224+100.7% | Added |
| Peak Financial Management, Inc. | 4,438 | $2.15M | 0.55% | +800+22.0% | Added |
| Rock Point Advisors, LLC | 4,444 | $2.15M | 0.54% | +51+1.2% | Added |
| North Forty Two & Co. | 4,449 | $2.15M | 2.03% | −55−1.2% | Reduced |
| Wilian Securities, LLC | 4,451 | $2.15M | 2.32% | +4,451 | New |
| Targeted Financial Services LLC | 4,454 | $2.15M | 1.86% | +4,454 | New |
| Redwood Financial Network Corp | 4,461 | $2.16M | 1.38% | +285+6.8% | Added |
| Promethium Advisors,llc | 4,465 | $2.16M | 1.16% | +72+1.6% | Added |
| Entrust Financial LLC | 4,466 | $2.16M | 1.60% | +4,466 | New |
| Hanover Advisors Inc | 4,466 | $2.16M | 0.84% | −95−2.1% | Reduced |
| First Growth Capital LLC | 5,345 | $2.16M | 1.92% | +5,345 | New |
| BlueChip Wealth Advisors LLC | 4,472 | $2.16M | 0.91% | −588−11.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,475 | $2.16M | 0.88% | −100−2.2% | Reduced |
| Brown Wealth Management, LLC | 4,476 | $2.16M | 0.57% | −120−2.6% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 4,495 | $2.17M | 0.41% | +280+6.6% | Added |
| OneAscent Wealth Management LLC | 4,500 | $2.18M | 0.72% | −330−6.8% | Reduced |
| Dba Trading, LLC | 4,500 | $2.18M | 2.17% | +4,500 | New |
| Ironsides Asset Advisors, LLC | 4,500 | $2.18M | 0.55% | +110+2.5% | Added |
| Castleview Partners, LLC | 4,505 | $2.18M | 1.08% | +255+6.0% | Added |
| Unified Investment Management | 4,507 | $2.18M | 2.20% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,513 | $2.18M | 6.76% | −2,110−31.9% | Reduced |
| Sar Wealth Management Group, LLC | 4,517 | $2.18M | 1.20% | +335+8.0% | Added |
| Southern Capital Advisors, LLC | 4,521 | $2.19M | 1.01% | +23+0.5% | Added |
| Tripletail Wealth Management, LLC | 4,524 | $2.19M | 2.77% | −122−2.6% | Reduced |
| Wiser Advisor Group LLC | 4,527 | $2.19M | 2.50% | +72+1.6% | Added |
| Cedar Mountain Advisors, LLC | 4,535 | $2.19M | 0.42% | −282−5.9% | Reduced |
| American National Bank of Texas | 4,537 | $2.19M | 2.11% | +12+0.3% | Added |
| Coordinated Financial Services, Inc. | 4,539 | $2.19M | 1.26% | +346+8.3% | Added |
| Hardworking Capital Advisors, LLC | 4,539 | $2.20M | 1.99% | +4,539 | New |
| Cedar Wealth Management, LLC | 4,540 | $2.20M | 0.66% | +294+6.9% | Added |
| O'Brien Wealth Partners LLC | 4,546 | $2.20M | 0.29% | −238−5.0% | Reduced |
| OxenFree Capital LLC | 4,549 | $2.20M | 1.16% | +14+0.3% | Added |
| C M Bidwell & Associates Ltd | 4,557 | $2.20M | 1.04% | +345+8.2% | Added |
| Advanced Portfolio Management, LLC | 4,565 | $2.21M | 6.74% | −277−5.7% | Reduced |