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; 6,247 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
- +587 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
- 118
- 2,577 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Vistica Wealth Advisors, LLC | 488 | $236.0K | 0.23% | +488 | New |
| Patton Fund Management, Inc. | 491 | $237.5K | 0.03% | −71−12.6% | Reduced |
| Access Investment Management LLC | 459 | $237.7K | 0.06% | 00.0% | Unchanged |
| Moller Financial Services | 497 | $240.2K | 0.05% | −1−0.2% | Reduced |
| Prism Advisors, Inc. | 503 | $243.3K | 0.06% | −927−64.8% | Reduced |
| Imprint Wealth LLC | 503 | $243.3K | 1.14% | −252−33.4% | Reduced |
| Broussard Financial Group LLC | 504 | $243.7K | 0.20% | +504 | New |
| Vestment Financial LLC | 509 | $244.0K | 0.13% | 00.0% | Unchanged |
| VVR Holdings LLC | 505 | $244.1K | 0.13% | +505 | New |
| William Howard & Co Financial Advisors Inc | 505 | $244.2K | 0.21% | 00.0% | Unchanged |
| Generations Wealth, LLC | 505 | $244.2K | 0.25% | +505 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 506 | $244.7K | 0.22% | +112+28.4% | Added |
| AF Advisors, Inc. | 506 | $244.7K | 0.09% | +2+0.4% | Added |
| Gagnon Securities LLC | 508 | $245.7K | 0.05% | +2+0.4% | Added |
| True Blue Financial, LLC | 510 | $246.6K | 0.20% | +510 | New |
| Attessa Capital LLC | 511 | $246.9K | 0.13% | +85+20.0% | Added |
| Salus Financial Advisors, LLC | 513 | $248.1K | 0.15% | +51+11.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 514 | $248.6K | 0.21% | +83+19.3% | Added |
| Ariston Services Group | 514 | $248.6K | 0.15% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 514 | $248.6K | 0.08% | +37+7.8% | Added |
| Oakmont Investment Advisors, Inc. | 514 | $248.8K | 0.18% | +514 | New |
| Lee-Kelleher Wealth Management | 516 | $249.5K | 0.15% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 518 | $250.5K | 0.13% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 522 | $252.4K | 0.06% | +522 | New |
| Unconventional Investor, LLC | 522 | $252.6K | 0.12% | 00.0% | Unchanged |
| Brave Warrior Advisors, LLC | 525 | $253.9K | 0.01% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 525 | $253.9K | 0.25% | +1+0.2% | Added |
| Marquette Asset Management, LLC | 526 | $254.4K | 0.04% | −230−30.4% | Reduced |
| Life Planning Partners, Inc | 526 | $254.5K | 0.19% | −65−11.0% | Reduced |
| JDM Financial Group LLC | 529 | $255.8K | 0.10% | −224−29.7% | Reduced |
| Interactive Financial Advisors | 529 | $255.8K | 0.17% | +24+4.8% | Added |
| Allstreet Capital Advisors LLC | 530 | $256.5K | 0.19% | +530 | New |
| Financial Life Advisors | 535 | $258.6K | 0.08% | +535 | New |
| Legacy Wealth Management, Inc | 535 | $258.7K | 0.01% | +10+1.9% | Added |
| Meridian Management Co | 536 | $259.2K | 0.06% | −75−12.3% | Reduced |
| FSR Wealth Management Ltd. | 538 | $260.0K | 0.31% | +62+13.0% | Added |
| Mittelman Wealth Management | 538 | $260.6K | 0.17% | +538 | New |
| Albert D Mason Inc | 540 | $261.2K | 0.17% | −25−4.4% | Reduced |
| Horizons Wealth Management | 541 | $261.6K | 0.17% | −16−2.9% | Reduced |
| Fidato Wealth LLC | 541 | $261.6K | 0.17% | −5−0.9% | Reduced |
| Chartist Inc | 542 | $262.1K | 0.18% | +1+0.2% | Added |
| Madden Advisory Services, Inc. | 543 | $262.8K | 0.11% | −13,589−96.2% | Reduced |
| Western Financial Corp | 552 | $267.0K | 0.11% | +1+0.2% | Added |
| Citrine Capital LLC | 553 | $267.3K | 0.12% | 00.0% | Unchanged |
| Luminist Capital LLC | 553 | $267.6K | 0.33% | +15+2.8% | Added |
| Global View Capital Management LLC | 554 | $267.9K | 0.05% | +46+9.1% | Added |
| Sarver Vrooman Wealth Advisors | 557 | $269.4K | 0.17% | −10−1.8% | Reduced |
| HFM Investment Advisors, LLC | 558 | $269.5K | 0.11% | +283+102.9% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 563 | $271.8K | 0.20% | +1+0.2% | Added |
| WJ Interests, LLC | 563 | $272.3K | 0.12% | −552−49.5% | Reduced |
| Heffernan Advisory, Inc | 564 | $272.8K | 0.26% | +564 | New |
| Kerrisdale Advisers, LLC | 567 | $274.2K | 0.13% | −44−7.2% | Reduced |
| Adirondack Capital Advisors, LLC | 567 | $274.4K | 0.18% | +567 | New |
| NewCorp Financial Services, Inc. | 570 | $275.8K | 0.24% | +570 | New |
| Ackerman Asset Management, LLC | 571 | $276.1K | 0.18% | +571 | New |
| Stonehearth Capital Management, LLC | 571 | $276.2K | 0.10% | +25+4.6% | Added |
| Arrien Investments, Inc. | 574 | $277.6K | 0.16% | 00.0% | Unchanged |
| Share Andrew L. | 575 | $278.1K | 0.14% | 00.0% | Unchanged |
| Outfitter Financial LLC | 575 | $278.1K | 0.22% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 575 | $278.1K | 0.15% | +79+15.9% | Added |
| Team Financial Group, LLC | 576 | $278.6K | 0.13% | +1+0.2% | Added |
| Aurelius Family Office LLC | 594 | $280.9K | 0.12% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 583 | $282.1K | 0.08% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 590 | $285.3K | 0.20% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 593 | $286.9K | 0.10% | −5−0.8% | Reduced |
| Schwallier Wealth Management LLC | 671 | $288.9K | 0.18% | −11−1.6% | Reduced |
| Cambridge Capital Management, LLC | 599 | $289.9K | 0.13% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 600 | $290.0K | 0.27% | 00.0% | Unchanged |
| Orcam Financial Group | 600 | $290.2K | 0.22% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 619 | $291.1K | 0.19% | +67+12.1% | Added |
| Markin Volterra Fund LP | 602 | $291.1K | 2.30% | +602 | New |
| Wheels Up Wealth, Inc. | 602 | $291.2K | 0.27% | +602 | New |
| Skyview Financial Group LLC | 604 | $292.0K | 0.30% | +604 | New |
| Reality Financial Planning Services, LLC | 605 | $292.6K | 0.28% | +605 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 610 | $295.0K | 0.15% | +610 | New |
| PharVision Advisers, LLC | 613 | $296.5K | 0.15% | −110−15.2% | Reduced |
| Innovative Advisory Group, LLC | 614 | $296.9K | 0.19% | 00.0% | Unchanged |
| Standard Family Office LLC | 616 | $297.9K | 0.32% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 619 | $299.4K | 0.23% | +68+12.3% | Added |
| Graetz Wealth LLC | 623 | $301.4K | 0.27% | +623 | New |
| Eqis Capital Management, Inc. | 624 | $301.7K | 0.09% | −585−48.4% | Reduced |
| Banyan Capital Management, Inc. | 625 | $302.3K | 0.13% | −110−15.0% | Reduced |
| Ballast Financial Advisors LLC | 627 | $303.2K | 0.31% | +627 | New |
| TABR Capital Management, LLC | 628 | $303.8K | 0.20% | −1−0.2% | Reduced |
| Investments & Financial Planning, LLC | 633 | $306.0K | 0.16% | 00.0% | Unchanged |
| Keenan, LLC | 634 | $306.4K | 0.27% | +634 | New |
| Carter Financial, LLC | 634 | $306.6K | 0.27% | +634 | New |
| Letko, Brosseau & Associates Inc | 639 | $309.0K | 0.01% | +1+0.2% | Added |
| swisspartners Advisors Ltd | 640 | $309.2K | 0.22% | 00.0% | Unchanged |
| 10Elms LLP | 640 | $309.6K | 0.28% | 00.0% | Unchanged |
| Elite Financial, Inc. | 641 | $310.0K | 0.14% | 00.0% | Unchanged |
| HC Advisors, LLC | 641 | $310.3K | 0.21% | −5−0.8% | Reduced |
| 180 GPS Investments IC Ltd | 643 | $311.0K | 0.25% | +643 | New |
| Accordant Advisory Group Inc | 643 | $311.0K | 0.21% | −20−3.0% | Reduced |
| Skylands Capital, LLC | 645 | $311.9K | 0.04% | +25+4.0% | Added |
| Prudent Man Investment Management, Inc. | 649 | $313.7K | 0.11% | +129+24.8% | Added |
| Redmont Wealth Advisors LLC | 649 | $313.9K | 0.48% | −434−40.1% | Reduced |
| Longview Financial Advisors LLC | 649 | $313.9K | 0.17% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 655 | $316.8K | 0.20% | +4+0.6% | Added |
| Plus Group Wealth Advisors LLC | 662 | $320.2K | 0.36% | +662 | New |