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 |
|---|---|---|---|---|---|
| Long Road Investment Counsel, LLC | 4,567 | $2.21M | 0.84% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,848 | $2.21M | 0.69% | +350+7.8% | Added |
| Momentous Wealth Management, Inc. | 4,581 | $2.22M | 1.26% | +282+6.6% | Added |
| NerdWallet Wealth Partners, LLC | 4,584 | $2.22M | 1.01% | −17−0.4% | Reduced |
| Brooktree Capital Management | 4,584 | $2.22M | 1.47% | −86−1.8% | Reduced |
| First Hawaiian Bank | 4,593 | $2.22M | 0.30% | −1,661−26.6% | Reduced |
| Archvest Wealth Advisors, Inc. | 4,593 | $2.22M | 1.42% | +783+20.6% | Added |
| BXM Wealth LLC | 116,310 | $2.22M | 1.71% | +112,029+2,616.9% | Added |
| Account Management LLC | 4,595 | $2.22M | 2.38% | 00.0% | Unchanged |
| Capital Investment Management, Inc. | 4,597 | $2.22M | 0.78% | +4,597 | New |
| Womack Financial LLC | 4,599 | $2.22M | 1.64% | −54−1.2% | Reduced |
| Peterson Wealth Advisors, LLC | 4,602 | $2.23M | 0.30% | +176+4.0% | Added |
| Latash Investments, LLC | 4,610 | $2.23M | 1.50% | −140−2.9% | Reduced |
| Cannon Wealth Management Services, LLC | 4,613 | $2.23M | 1.57% | −14−0.3% | Reduced |
| PFG Private Wealth Management, LLC | 4,614 | $2.23M | 0.98% | +462+11.1% | Added |
| Blue Water Asset Management | 4,622 | $2.24M | 0.80% | +4,622 | New |
| RVW Wealth, LLC | 4,623 | $2.24M | 0.17% | −427−8.5% | Reduced |
| Oxford Wealth Group, LLC | 4,635 | $2.24M | 1.09% | +4,635 | New |
| Sterling Wealth Management, Inc. | 4,635 | $2.24M | 0.64% | +87+1.9% | Added |
| Cassia Capital Partners, LLC | 4,636 | $2.24M | 1.21% | −169−3.5% | Reduced |
| Tenzing Financial LLC | 4,639 | $2.24M | 1.82% | +4,639 | New |
| Sankala Group LLC | 5,715 | $2.24M | 1.79% | +5,715 | New |
| Element Wealth, LLC | 4,643 | $2.25M | 0.93% | +374+8.8% | Added |
| Worth Asset Management, LLC | 4,646 | $2.25M | 0.95% | −229−4.7% | Reduced |
| Aurora Private Wealth, Inc. | 4,649 | $2.25M | 1.48% | +4,649 | New |
| Wealthcare Capital Partners, LLC | 4,649 | $2.25M | 1.05% | −216−4.4% | Reduced |
| Center for Wealth Management Advisory | 4,650 | $2.25M | 1.66% | +4,650 | New |
| Retirement Guys Formula LLC | 4,651 | $2.25M | 1.03% | +40+0.9% | Added |
| Kelly Financial Services LLC | 4,654 | $2.25M | 0.56% | +217+4.9% | Added |
| Avion Wealth | 4,659 | $2.25M | 0.47% | −308−6.2% | Reduced |
| Gambit Capital Management, LLC | 4,660 | $2.25M | 1.61% | +4,660 | New |
| Abound Financial, LLC | 4,670 | $2.26M | 0.87% | −37−0.8% | Reduced |
| CPA Asset Management LLC | 4,673 | $2.26M | 0.79% | +1,516+48.0% | Added |
| Beta Wealth Group, Inc. | 4,676 | $2.26M | 0.91% | −179−3.7% | Reduced |
| Shelton Wealth Management, LLC | 4,682 | $2.26M | 0.99% | +283+6.4% | Added |
| Brio Consultants, LLC | 4,682 | $2.26M | 0.29% | +366+8.5% | Added |
| Postrock Partners LLC | 4,683 | $2.26M | 0.98% | 00.0% | Unchanged |
| Riverview Trust Co | 4,688 | $2.27M | 2.73% | +11+0.2% | Added |
| ERn Financial, LLC | 4,693 | $2.27M | 0.43% | −4−0.1% | Reduced |
| Expressive Wealth LLC | 4,695 | $2.27M | 2.45% | +4,695 | New |
| Atwood & Palmer Inc | 4,702 | $2.27M | 0.13% | −226−4.6% | Reduced |
| CMG Global Holdings, LLC | 5,490 | $2.27M | 1.01% | −1,080−16.4% | Reduced |
| WESPAC Advisors, LLC | 4,705 | $2.28M | 1.23% | +1,023+27.8% | Added |
| Index Technologies Group LLC | 4,708 | $2.28M | 2.38% | +4,708 | New |
| FreeGulliver LLC | 4,718 | $2.28M | 1.02% | −1,614−25.5% | Reduced |
| Element Pointe Advisors, LLC | 4,725 | $2.28M | 0.44% | +203+4.5% | Added |
| Prospect Financial Group LLC | 4,731 | $2.29M | 2.13% | +208+4.6% | Added |
| J Hagan Capital, Inc. | 4,731 | $2.29M | 1.27% | −332−6.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,731 | $2.29M | 0.52% | −3−0.1% | Reduced |
| Lotus Technology Management, LP | 4,739 | $2.29M | 1.27% | +4,739 | New |
| Asset Planning,Inc | 4,740 | $2.29M | 1.61% | −38−0.8% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 4,740 | $2.29M | 1.78% | +4,740 | New |
| Altar Rock LLC | 4,743 | $2.29M | 2.75% | +4,743 | New |
| Xcel Wealth Management, LLC | 4,745 | $2.29M | 0.59% | −25−0.5% | Reduced |
| Pachira Investments Inc. | 4,751 | $2.30M | 1.12% | +1,286+37.1% | Added |
| Independent Family Office, LLC | 4,767 | $2.31M | 0.96% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4,767 | $2.31M | 0.50% | +317+7.1% | Added |
| KRS Capital Management, LLC | 4,768 | $2.31M | 1.33% | +4+0.1% | Added |
| Pinnacle Wealth Management, LLC | 4,770 | $2.31M | 1.55% | −285−5.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,777 | $2.31M | 0.07% | +111+2.4% | Added |
| Code Waechter LLC | 4,785 | $2.31M | 1.49% | −33−0.7% | Reduced |
| Corundum Trust Company, INC | 4,794 | $2.32M | 5.28% | −36−0.7% | Reduced |
| Cypress Capital, LLC | 4,794 | $2.32M | 0.65% | +88+1.9% | Added |
| Vericrest Private Wealth | 4,795 | $2.32M | 2.06% | +4,795 | New |
| Clune & Associates, Ltd. | 4,802 | $2.32M | 0.50% | −383−7.4% | Reduced |
| Tudor Financial Inc. | 4,803 | $2.32M | 1.19% | −14−0.3% | Reduced |
| Vista Investment Partners II, LLC | 4,804 | $2.32M | 1.00% | −229−4.5% | Reduced |
| Sharpepoint LLC | 4,821 | $2.33M | 1.40% | +4,821 | New |
| Zinnia Wealth Advisory, LLC | 4,842 | $2.34M | 2.53% | +4,842 | New |
| Rather & Kittrell, Inc. | 4,843 | $2.34M | 0.38% | +402+9.1% | Added |
| Cornerstone Planning Group LLC | 4,867 | $2.34M | 0.37% | −539−10.0% | Reduced |
| Avenue 1 Advisors, LLC | 4,852 | $2.35M | 0.72% | −178−3.5% | Reduced |
| 4J Wealth Management LLC | 4,854 | $2.35M | 1.34% | −171−3.4% | Reduced |
| Helen Stephens Group, LLC | 4,860 | $2.35M | 0.49% | +208+4.5% | Added |
| Cunning Capital Partners, LP | 4,862 | $2.35M | 1.09% | 00.0% | Unchanged |
| Fortress Financial Solutions, LLC | 4,864 | $2.35M | 2.41% | +2,395+97.0% | Added |
| Heritage Wealth Management, Inc. | 4,872 | $2.36M | 1.53% | +52+1.1% | Added |
| Windsor Capital Management, LLC | 4,873 | $2.36M | 0.65% | +230+5.0% | Added |
| FSA Advisors, Inc. | 4,873 | $2.36M | 1.64% | −4,018−45.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 4,879 | $2.36M | 1.26% | −243−4.7% | Reduced |
| Alexis Investment Partners, LLC | 4,861 | $2.36M | 0.88% | +96+2.0% | Added |
| BDFS Capital LLC | 4,882 | $2.36M | 1.19% | +4,882 | New |
| CJM Wealth Advisers, Ltd. | 4,883 | $2.36M | 0.71% | −119−2.4% | Reduced |
| Guardian Financial Partners, LLC | 4,890 | $2.36M | 1.00% | −6−0.1% | Reduced |
| TLWM | 4,894 | $2.37M | 0.43% | +5+0.1% | Added |
| Palatine Hill Wealth Management, LLC | 4,897 | $2.37M | 1.91% | +4,897 | New |
| Sunstone Asset Management, L.P. | 4,900 | $2.37M | 2.33% | +4,900 | New |
| Berry Wealth Group, LP | 4,902 | $2.37M | 8.32% | −205−4.0% | Reduced |
| Catalyst Private Wealth, LLC | 4,906 | $2.37M | 1.04% | +196+4.2% | Added |
| Roble, Belko & Company, Inc | 4,906 | $2.37M | 0.31% | +41+0.8% | Added |
| Great Waters Wealth Management | 4,909 | $2.37M | 0.26% | −441−8.2% | Reduced |
| Comprehensive Wealth Management, LLC | 4,912 | $2.38M | 1.40% | +120+2.5% | Added |
| Mindset Wealth Management, LLC | 4,915 | $2.38M | 0.62% | −56−1.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4,920 | $2.38M | 0.23% | +889+22.1% | Added |
| Broyhill Asset Management | 4,932 | $2.39M | 2.10% | −25−0.5% | Reduced |
| Partners Wealth Management, LLC | 4,941 | $2.39M | 2.50% | −63−1.3% | Reduced |
| Eagle Harbor Asset Management Inc | 4,943 | $2.39M | 1.99% | +162+3.4% | Added |
| Accelerate Investment Advisors LLC | 4,944 | $2.39M | 1.61% | −568−10.3% | Reduced |
| Perissos Private Wealth Management, LLC | 4,950 | $2.39M | 2.07% | −411−7.7% | Reduced |
| Meriwether Wealth & Planning, LLC | 4,963 | $2.40M | 1.35% | −219−4.2% | Reduced |