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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| American Investment Services, Inc. | 850 | $411.1K | 0.10% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 851 | $411.7K | 0.16% | +125+17.2% | Added |
| Clark Estates Inc | 853 | $412.5K | 0.10% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 853 | $412.7K | 0.10% | 00.0% | Unchanged |
| ArborFi Advisors, LLC | 857 | $414.5K | 0.34% | −112−11.6% | Reduced |
| Investment Advisory Services Group LLC | 857 | $414.6K | 0.37% | +857 | New |
| Williams Financial, LLC | 858 | $414.8K | 0.24% | +21+2.5% | Added |
| Keating Investment Counselors Inc | 858 | $414.9K | 0.12% | −40−4.5% | Reduced |
| Corbyn Investment Management Inc | 861 | $416.4K | 0.12% | +181+26.6% | Added |
| Sippican Capital Advisors | 863 | $417.4K | 0.27% | −675−43.9% | Reduced |
| URS Advisory LLC | 865 | $418.3K | 0.35% | +865 | New |
| Smith Asset Management Co., LLC | 866 | $418.8K | 0.35% | +866 | New |
| Stegner Investment Associates Inc. | 873 | $422.2K | 0.22% | −9−1.0% | Reduced |
| Refined Wealth Management | 875 | $423.2K | 0.28% | +875 | New |
| Invariant Investment Management | 884 | $423.5K | 0.27% | +884 | New |
| Koesten, Hirschmann & Crabtree, INC. | 876 | $423.5K | 0.21% | +406+86.4% | Added |
| Harborfront Financial Group LLC | 877 | $424.2K | 3.16% | +877 | New |
| Significant Wealth Partners LLC | 878 | $424.6K | 0.47% | −113−11.4% | Reduced |
| Financial Management, Inc. | 878 | $424.7K | 0.40% | +878 | New |
| Downshift Financial, LLC | 1,082 | $425.0K | 0.26% | +1,082 | New |
| Squire Investment Management Company, LLC | 879 | $425.2K | 0.13% | +59+7.2% | Added |
| Gutierrez Wealth Advisory, LLC | 880 | $425.3K | 0.27% | −160−15.4% | Reduced |
| AIFG Consultants Ltd. | 886 | $428.5K | 0.74% | −12−1.3% | Reduced |
| McGrath & Associates, Inc. | 897 | $433.6K | 0.62% | +8+0.9% | Added |
| Graver Capital Management, LLC | 898 | $434.2K | 0.34% | +1+0.1% | Added |
| Integrated Capital Management, Inc. | 900 | $435.3K | 0.29% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 901 | $435.7K | 0.40% | −33−3.5% | Reduced |
| Kropog Financial Group, LLC | 901 | $435.8K | 0.34% | −91−9.2% | Reduced |
| EMC Capital Management | 909 | $436.0K | 0.19% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 902 | $436.2K | 0.18% | −58−6.0% | Reduced |
| Topel & Distasi Wealth Management, LLC | 906 | $438.1K | 0.21% | 00.0% | Unchanged |
| Key Capital Management, INC | 907 | $438.4K | 0.43% | +907 | New |
| Southern Capital Services Inc | 907 | $438.8K | 0.28% | +907 | New |
| Fairman Group, LLC | 911 | $440.5K | 0.35% | −719−44.1% | Reduced |
| Lam Group, Inc. | 912 | $441.1K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Corp | 915 | $442.5K | 0.06% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 915 | $442.7K | 0.19% | +30+3.4% | Added |
| Del-Sette Capital Management, LLC | 916 | $442.8K | 0.27% | 00.0% | Unchanged |
| KRM Wealth Management L.L.C. | 917 | $443.4K | 0.24% | +917 | New |
| Beacon Financial Strategies CORP | 919 | $444.4K | 0.25% | −21−2.2% | Reduced |
| Maltin Wealth Management, Inc. | 921 | $445.2K | 0.18% | +21+2.3% | Added |
| Compass Financial Group, INC | 927 | $448.6K | 0.06% | +139+17.6% | Added |
| Infinity Wealth Counsel, LLC | 928 | $448.8K | 0.41% | −25−2.6% | Reduced |
| Fortune Financial Group, Inc. | 881 | $451.0K | 0.44% | +881 | New |
| Guardian Wealth Management, Inc. | 934 | $452.0K | 0.27% | −312−25.0% | Reduced |
| Centennial Advisors, LLC | 936 | $452.5K | 0.59% | +936 | New |
| Beck Bode, LLC | 938 | $453.6K | 0.08% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 939 | $454.1K | 0.19% | +206+28.1% | Added |
| Sound Financial Strategies Group, LLC | 941 | $455.1K | 0.32% | 00.0% | Unchanged |
| Wise Wealth Partners | 943 | $456.3K | 0.65% | +80+9.3% | Added |
| Pacific Wealth Management | 950 | $459.6K | 0.21% | +1+0.1% | Added |
| Surience Private Wealth LLC | 952 | $460.4K | 0.52% | +250+35.6% | Added |
| Treasure Coast Financial Planning | 953 | $460.9K | 0.24% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 954 | $461.4K | 0.18% | +346+56.9% | Added |
| Pioneer Family Office, LLC | 956 | $462.3K | 0.31% | +956 | New |
| Williamson Legacy Group, LLC | 958 | $463.3K | 0.36% | −19−1.9% | Reduced |
| Redwood Park Advisors LLC | 959 | $463.8K | 0.32% | −36−3.6% | Reduced |
| Strategic Point Investment Advisors, LLC | 961 | $464.8K | 0.06% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 965 | $466.7K | 0.01% | +25+2.7% | Added |
| Stephen J. Garry & Associates, LLC | 966 | $467.2K | 0.37% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 969 | $468.6K | 0.09% | +17+1.8% | Added |
| FinDec Wealth Services, Inc. | 971 | $469.4K | 0.50% | −15−1.5% | Reduced |
| American Financial & Tax Strategies Inc | 972 | $470.1K | 0.23% | −10−1.0% | Reduced |
| 5th Street Advisors, LLC | 976 | $472.0K | 0.22% | +976 | New |
| Mendota Financial Group, LLC | 979 | $473.5K | 0.34% | −110−10.1% | Reduced |
| Directional Asset Management | 979 | $473.6K | 0.42% | +979 | New |
| Myecfo, LLC | 981 | $474.5K | 0.20% | +70+7.7% | Added |
| AdvisorShares Investments LLC | 984 | $475.9K | 0.08% | +34+3.6% | Added |
| John W. Brooker & Co., CPAs | 986 | $476.8K | 0.85% | −176−15.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 987 | $477.3K | 0.14% | +51+5.4% | Added |
| Axiom Financial Strategies, LLC | 990 | $478.8K | 0.20% | −95−8.8% | Reduced |
| Grantvest Financial Group LLC | 992 | $479.7K | 0.31% | −26−2.6% | Reduced |
| Hershey Financial Advisers, LLC | 997 | $482.2K | 0.41% | −13−1.3% | Reduced |
| IvyRock Asset Management (HK) Ltd | 1,000 | $483.6K | 0.26% | 00.0% | Unchanged |
| Kirkwood Financial Services | 1,006 | $486.3K | 0.17% | +1+0.1% | Added |
| Safir Wealth Advisors, LLC | 1,006 | $486.5K | 0.34% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,006 | $486.6K | 0.31% | +511+103.2% | Added |
| Eq LLC | 1,007 | $487.0K | 0.14% | +211+26.5% | Added |
| Phillip James Consulting Co. | 1,074 | $488.0K | 8.61% | +1,074 | New |
| Private Wealth Group, LLC | 1,010 | $488.6K | 0.23% | +226+28.8% | Added |
| Aspect Partners, LLC | 1,011 | $488.7K | 0.21% | +66+7.0% | Added |
| Pinney & Scofield, Inc. | 1,011 | $488.9K | 0.28% | −31−3.0% | Reduced |
| Nestegg Advisors, Inc. | 1,012 | $489.3K | 0.42% | +46+4.8% | Added |
| Willow Financial LLC | 1,013 | $489.9K | 0.50% | +1,013 | New |
| Sagace Wealth Management LLC | 1,014 | $490.4K | 0.33% | +41+4.2% | Added |
| Daner Wealth Management, LLC | 1,188 | $490.9K | 0.30% | +151+14.6% | Added |
| Ameraudi Asset Management, Inc. | 1,018 | $492.3K | 0.27% | +69+7.3% | Added |
| Vista Finance, LLC | 1,018 | $492.4K | 0.33% | +22+2.2% | Added |
| Lloyd Advisory Services, LLC. | 1,023 | $494.5K | 0.19% | −1,624−61.4% | Reduced |
| Measured Risk Portfolios, Inc. | 1,031 | $498.5K | 0.57% | +172+20.0% | Added |
| Fusion Family Wealth LLC | 1,031 | $498.6K | 0.04% | 00.0% | Unchanged |
| Ewing Morris & Co. Investment Partners Ltd. | 1,019 | $498.9K | 0.22% | −787−43.6% | Reduced |
| Clarity Capital Advisors, LLC | 1,033 | $499.6K | 0.25% | +130+14.4% | Added |
| Mills Wealth Advisors LLC | 1,033 | $499.7K | 0.20% | +3+0.3% | Added |
| George Kaiser Family Foundation | 1,038 | $502.0K | 0.07% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 1,051 | $502.9K | 0.09% | −90−7.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 1,045 | $505.2K | 0.15% | −304−22.5% | Reduced |
| McCarthy Asset Management, Inc. | 1,045 | $505.4K | 0.26% | −168−13.8% | Reduced |
| Oakmont Advisory Group, LLC | 1,046 | $505.8K | 0.54% | +1,046 | New |
| Jordan Park Trust Co LLC | 1,048 | $506.8K | 0.35% | −161−13.3% | Reduced |