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 |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 663 | $320.6K | 0.09% | +263+65.8% | Added |
| Pinnacle Family Advisors, LLC | 664 | $320.9K | 0.14% | −70−9.5% | Reduced |
| Lee Johnson Capital Management, LLC | 665 | $321.4K | 0.11% | −14−2.1% | Reduced |
| Yardley Wealth Management LLC | 666 | $322.0K | 0.17% | −125−15.8% | Reduced |
| Midway Capital Research & Management | 667 | $322.6K | 0.31% | +667 | New |
| Disciplined Growth Investors Inc | 672 | $325.0K | 0.01% | 00.0% | Unchanged |
| Linden Rose Investment LLC | 673 | $325.6K | 0.27% | +673 | New |
| eCIO, Inc. | 674 | $326.1K | 0.15% | −164−19.6% | Reduced |
| Altrius Capital Management Inc | 675 | $326.4K | 0.07% | +46+7.3% | Added |
| Stapp Wealth Management, PLLC | 676 | $326.9K | 0.42% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 676 | $327.0K | 0.32% | +676 | New |
| Robinson Value Management, Ltd. | 680 | $328.9K | 0.18% | 00.0% | Unchanged |
| Ellerson Group Inc | 681 | $329.4K | 0.22% | 00.0% | Unchanged |
| Portland Financial Advisors Inc | 685 | $331.3K | 0.70% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 686 | $331.6K | 0.23% | +6+0.9% | Added |
| M Wealth Management, LLC | 688 | $332.6K | 0.29% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 689 | $333.2K | 0.01% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 691 | $334.3K | 0.12% | −80−10.4% | Reduced |
| Holcombe Financial, Inc. | 692 | $334.7K | 0.21% | +36+5.5% | Added |
| Theory Financial LLC | 712 | $334.8K | 0.11% | +125+21.3% | Added |
| DLD Asset Management, LP | 693 | $335.1K | 0.03% | +693 | New |
| Dravo Bay LLC | 693 | $335.2K | 0.14% | +77+12.5% | Added |
| F&V Capital Management, LLC | 695 | $336.0K | 0.07% | −72−9.4% | Reduced |
| Troutman Wealth Management, LLC | 695 | $336.2K | 0.28% | +695 | New |
| Solutions 4 Wealth, Ltd | 696 | $336.6K | 0.51% | 00.0% | Unchanged |
| Stark Wealth Management LLC | 697 | $337.1K | 1.27% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 697 | $337.3K | 0.20% | +21+3.1% | Added |
| Rochester Wealth Strategies, LLC | 700 | $338.5K | 0.21% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 705 | $340.8K | 0.13% | +34+5.1% | Added |
| Mycio Wealth Partners, LLC | 706 | $341.4K | 0.07% | +15+2.2% | Added |
| Fullerton Advisors, LLC | 707 | $341.8K | 0.34% | +707 | New |
| Sullivan Wood Capital Management LLC | 707 | $341.9K | 0.52% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 707 | $341.9K | 0.19% | +707 | New |
| Westend Capital Management, LLC | 707 | $342.0K | 0.10% | +582+465.6% | Added |
| BCU Wealth Advisors, LLC | 710 | $343.3K | 0.13% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 711 | $343.7K | 0.13% | +4+0.6% | Added |
| von Borstel & Associates, Inc. | 712 | $344.0K | 0.08% | −48,255−98.5% | Reduced |
| J2 Capital Management Inc | 712 | $344.3K | 0.25% | +60+9.2% | Added |
| Greenfield Seitz Capital Management, LLC | 714 | $345.3K | 0.11% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 790 | $348.0K | 11.02% | +790 | New |
| Grand Wealth Management, LLC | 722 | $349.0K | 0.16% | −500−40.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 723 | $349.5K | 0.19% | +723 | New |
| Envision Financial Planning, LLC | 726 | $351.1K | 0.13% | −1−0.1% | Reduced |
| Private Wealth Advisors | 726 | $351.2K | 0.13% | +21+3.0% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $352.1K | 0.15% | 00.0% | Unchanged |
| JBGlobal.com LLC | 732 | $354.0K | 0.45% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 735 | $355.5K | 0.06% | +10+1.4% | Added |
| Guardian Wealth Management, LLC | 742 | $358.7K | 0.11% | +742 | New |
| Ridgeline Wealth, LLC | 744 | $359.9K | 0.25% | +55+8.0% | Added |
| Straight Path Wealth Management | 747 | $361.5K | 0.10% | −19,753−96.4% | Reduced |
| Demming Financial Services Corp | 753 | $364.2K | 0.27% | +753 | New |
| Archer Investment Management, LLC | 753 | $364.3K | 0.20% | +62+9.0% | Added |
| Kennicott Capital Management LLC | 755 | $365.1K | 0.18% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 757 | $366.1K | 0.03% | +135+21.7% | Added |
| McNamara Financial Services, Inc. | 759 | $367.1K | 0.07% | +25+3.4% | Added |
| NorthLanding Financial Partners, LLC | 761 | $367.9K | 0.30% | 00.0% | Unchanged |
| Five Pine Wealth Management | 763 | $368.8K | 0.24% | −1−0.1% | Reduced |
| Aquire Wealth Advisors, LLC | 763 | $369.0K | 0.10% | −44−5.5% | Reduced |
| Peak Wealth Management LLC | 764 | $369.6K | 0.31% | +764 | New |
| Clarity Asset Management, Inc. | 771 | $372.7K | 0.21% | −91−10.6% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 772 | $373.6K | 0.07% | +29+3.9% | Added |
| Afg Fiduciary Services Limited Partnership | 791 | $374.1K | 0.22% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 779 | $376.6K | 0.20% | +1+0.1% | Added |
| Pioneer Wealth Management Group | 780 | $377.3K | 0.11% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 790 | $377.7K | 0.29% | −615−43.8% | Reduced |
| Rice Hall James & Associates, LLC | 784 | $379.2K | 0.02% | 00.0% | Unchanged |
| Mullooly Asset Management, Inc. | 785 | $379.7K | 0.14% | 00.0% | Unchanged |
| Appalachian Capital Management Ltd | 785 | $379.7K | 0.30% | +785 | New |
| Nottingham Advisors, Inc. | 786 | $380.1K | 0.05% | −86−9.9% | Reduced |
| Goodman Financial Corp | 787 | $380.6K | 0.07% | +787 | New |
| RCS Financial Planning, LLC | 788 | $381.2K | 0.16% | 00.0% | Unchanged |
| Amara Financial, LLC. | 790 | $381.9K | 0.26% | +2+0.3% | Added |
| Beddow Capital Management Inc | 790 | $382.0K | 0.14% | −10−1.3% | Reduced |
| LifeGuide Financial Advisors, LLC | 808 | $382.1K | 0.13% | −495−38.0% | Reduced |
| Applied Capital LLC | 791 | $382.5K | 0.15% | +90+12.8% | Added |
| SWP Financial LLC | 792 | $383.1K | 0.19% | +19+2.5% | Added |
| Barry Investment Advisors, LLC | 797 | $385.4K | 0.09% | −638−44.5% | Reduced |
| SageOak Financial, LLC | 797 | $385.4K | 0.28% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 798 | $386.0K | 0.23% | −3−0.4% | Reduced |
| Hudson Capital Management LLC | 798 | $386.1K | 0.10% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 800 | $386.9K | 0.15% | +200+33.3% | Added |
| truNorth Financial Services, Inc. | 805 | $389.4K | 0.42% | +805 | New |
| Biltmore Wealth Management, LLC | 807 | $390.5K | 0.15% | 00.0% | Unchanged |
| Bridgelight Financial Advisors, Inc. | 808 | $390.6K | 0.33% | +808 | New |
| Legacy Wealth Asset Management, LLC | 809 | $391.2K | 0.10% | +8+1.0% | Added |
| Barnett & Company, Inc. | 810 | $391.7K | 0.32% | +285+54.3% | Added |
| 1492 Capital Management LLC | 811 | $392.2K | 0.15% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 816 | $394.6K | 0.17% | +40+5.2% | Added |
| Sterling Investment Advisors LLC | 817 | $395.2K | 0.19% | +2+0.2% | Added |
| PPS&V Asset Management Consultants, Inc. | 817 | $395.3K | 0.23% | +1+0.1% | Added |
| FSC Wealth Advisors, LLC | 819 | $396.1K | 0.64% | −2,946−78.2% | Reduced |
| Capital Wealth Management, LLC | 824 | $398.5K | 0.13% | −480−36.8% | Reduced |
| BCK Partners, Inc. | 825 | $399.0K | 0.22% | +50+6.5% | Added |
| Sincerus Advisory, LLC | 826 | $399.5K | 0.32% | +32+4.0% | Added |
| NDWM LLC | 833 | $402.9K | 0.27% | −4−0.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 834 | $403.2K | 0.09% | 00.0% | Unchanged |
| Family Wealth Partners, LLC | 836 | $404.4K | 0.15% | −37−4.2% | Reduced |
| Friday Financial | 839 | $405.5K | 0.14% | +12+1.5% | Added |
| David Kennon Inc | 845 | $408.6K | 0.15% | 00.0% | Unchanged |
| Equity Wealth Partners, LLC | 848 | $410.0K | 0.27% | +10+1.2% | Added |