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 |
|---|---|---|---|---|---|
| Stonebridge Wealth Management, LLC | 1,048 | $506.9K | 0.48% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,050 | $507.8K | 0.18% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 1,052 | $508.8K | 0.33% | −16−1.5% | Reduced |
| Balanced Rock Investment Advisor | 1,056 | $510.7K | 0.36% | −60−5.4% | Reduced |
| Foundation Wealth Management, LLC | 1,064 | $514.7K | 0.19% | −212−16.6% | Reduced |
| BFI Wealth Solutions, LLC | 1,066 | $515.6K | 0.49% | +1,066 | New |
| SWAN Capital LLC | 1,070 | $517.4K | 0.20% | −27−2.5% | Reduced |
| Wexford Capital LP | 1,071 | $518.0K | 0.13% | −313−22.6% | Reduced |
| Avalon Advisory Group | 1,074 | $519.4K | 0.21% | −285−21.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,076 | $520.2K | 0.37% | +1+0.1% | Added |
| Northwest Financial Advisors | 1,076 | $520.5K | 1.07% | −1,259−53.9% | Reduced |
| TopTier Wealth Management, LLC | 1,082 | $523.2K | 0.36% | +1,082 | New |
| Sunesis Advisors, LLC | 1,082 | $523.3K | 0.24% | 00.0% | Unchanged |
| Polaris Investment Advisors, LLC | 1,082 | $523.3K | 0.38% | +1,082 | New |
| Amicus Financial Advisors, LLC | 1,090 | $527.0K | 0.15% | +1,090 | New |
| BetterWealth, LLC | 1,090 | $527.1K | 0.12% | −123−10.1% | Reduced |
| TrustWell Financial Advisors, LLC | 1,093 | $528.6K | 0.51% | +1,093 | New |
| Roth Financial Partners LLC | 1,094 | $529.1K | 0.17% | 00.0% | Unchanged |
| White Wing Wealth Management | 1,101 | $532.5K | 0.32% | +59+5.7% | Added |
| SpringVest Wealth Management LLC | 1,104 | $533.8K | 0.37% | +23+2.1% | Added |
| CFC Planning Co LLC | 1,107 | $535.5K | 0.41% | +115+11.6% | Added |
| City Center Advisors, LLC | 1,107 | $535.5K | 0.49% | +123+12.5% | Added |
| DWR Wealth Management, LLC | 1,099 | $535.9K | 0.50% | +1,099 | New |
| Powerhouse Assets LLC | 1,111 | $537.5K | 0.47% | +1,111 | New |
| Heritage Wealth Management, Inc./Texas | 1,112 | $537.6K | 0.23% | +6+0.5% | Added |
| Pearl Planning LLC | 1,112 | $537.8K | 0.33% | +1,112 | New |
| Two West Capital Advisors LLC | 1,113 | $538.1K | 0.31% | −19−1.7% | Reduced |
| Cordant, Inc. | 1,113 | $538.3K | 0.23% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,114 | $538.8K | 0.11% | +34+3.1% | Added |
| Innovator Capital Management, LLC | 1,116 | $539.7K | 15.84% | −233−17.3% | Reduced |
| Trailhead Planners LLC | 1,116 | $539.9K | 0.53% | +1,116 | New |
| CTC Alternative Strategies, Ltd. | 1,120 | $541.7K | 1.02% | +1,120 | New |
| KDK Private Wealth Management, LLC | 1,120 | $541.9K | 0.47% | +1,120 | New |
| CDKV Holdings LLC | 1,121 | $542.0K | 0.46% | +1,121 | New |
| Wealth Advisory Team LLC | 1,121 | $542.1K | 0.48% | +1,121 | New |
| Sicart Associates LLC | 1,122 | $542.6K | 0.14% | 00.0% | Unchanged |
| Steffes Financial, Ltd. | 1,123 | $543.1K | 0.28% | +1,123 | New |
| Lagoda Investment Management, L.P. | 1,125 | $544.1K | 0.32% | 00.0% | Unchanged |
| Bannerman Wealth Management Group, LLC | 1,126 | $544.5K | 0.39% | +94+9.1% | Added |
| Hyperion Capital Advisors LP | 1,127 | $545.0K | 0.27% | 00.0% | Unchanged |
| Forteris Wealth Management Inc. | 1,128 | $545.5K | 0.54% | +1,128 | New |
| Sugar Maple Asset Management, LLC | 1,131 | $546.8K | 0.37% | +1+0.1% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,132 | $547.0K | 0.30% | −204−15.3% | Reduced |
| DiPaolo Financial Group, Inc. | 1,135 | $548.7K | 0.58% | +1,135 | New |
| Palladiem, LLC | 1,129 | $550.5K | 0.52% | +1,129 | New |
| Triad Investment Management | 1,139 | $550.8K | 0.56% | +1,139 | New |
| DC Investments Management, LLC | 1,142 | $552.3K | 0.24% | 00.0% | Unchanged |
| Marmo Financial Group, LLC | 1,143 | $553.0K | 0.26% | −5−0.4% | Reduced |
| Fountainhead AM, LLC | 1,149 | $555.5K | 0.82% | −10,419−90.1% | Reduced |
| Sacks & Associates, LLC | 1,152 | $557.2K | 0.41% | +1,152 | New |
| Scratch Capital LLC | 1,157 | $559.7K | 0.37% | +180+18.4% | Added |
| Fee-Only Financial Planning, L.C. | 1,159 | $560.5K | 0.33% | −67−5.5% | Reduced |
| Hudson Oak Wealth Advisory LLC | 1,160 | $561.0K | 0.49% | +1,160 | New |
| Capital Developers, LLC | 1,161 | $561.5K | 0.50% | +1,161 | New |
| Bestgate Wealth Advisors, LLC | 1,161 | $561.6K | 0.99% | +115+11.0% | Added |
| Cogent Strategic Wealth LLC | 1,207 | $562.4K | 0.61% | +1,207 | New |
| Three Cord True Wealth Management, LLC | 1,166 | $563.8K | 0.33% | +74+6.8% | Added |
| Schiavi & Co LLC | 1,169 | $565.5K | 0.18% | −200−14.6% | Reduced |
| Approach Retirement Advisors, LLC | 1,170 | $565.9K | 0.49% | +1,170 | New |
| Landmark Wealth Management, LLC | 1,172 | $566.6K | 0.22% | −3−0.3% | Reduced |
| Persistent Asset Partners Ltd | 1,174 | $567.8K | 0.27% | +1,174 | New |
| Jackson Creek Investment Advisors LLC | 1,178 | $570.0K | 0.17% | −28−2.3% | Reduced |
| Omega Financial Group, LLC | 1,180 | $570.9K | 0.19% | −123−9.4% | Reduced |
| Delaney Capital Management Ltd. | 1,184 | $572.6K | 0.09% | +1,184 | New |
| Midwestern Financial, LLC | 1,185 | $573.1K | 0.47% | +2+0.2% | Added |
| Monument Group Wealth Advisors, LLC | 1,185 | $573.1K | 0.31% | +139+13.3% | Added |
| Beacon Financial Planning, Inc | 1,186 | $573.6K | 0.28% | −2−0.2% | Reduced |
| TT Capital Management LLC | 1,199 | $579.9K | 0.46% | −503−29.6% | Reduced |
| Curry Webb Wealth Management LLC | 1,200 | $580.3K | 0.29% | +1,200 | New |
| Pura Vida Investments, LLC | 1,200 | $580.3K | 2.17% | +1,200 | New |
| Triune Financial Partners, LLC | 1,352 | $581.6K | 0.14% | +218+19.2% | Added |
| Alpha Financial Advisors, LLC | 1,203 | $581.8K | 0.18% | −112−8.5% | Reduced |
| Three Arch Wealth Management LLC | 1,204 | $582.3K | 0.11% | +1,204 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,206 | $583.2K | 0.38% | −3,938−76.6% | Reduced |
| OLIO Financial Planning | 1,208 | $584.2K | 0.16% | +26+2.2% | Added |
| Strid Group, LLC | 1,208 | $584.3K | 0.07% | +31+2.6% | Added |
| Ehrlich Financial Group | 1,223 | $591.5K | 0.34% | 00.0% | Unchanged |
| Jacobs Equity LLC | 1,223 | $591.5K | 0.57% | +1,223 | New |
| Independent Wealth Advisors LLC | 1,226 | $592.9K | 0.62% | +1,226 | New |
| Guardian Wealth Advisors, LLC | 1,230 | $594.7K | 0.34% | −13−1.0% | Reduced |
| Hoese & Co LLP | 1,231 | $595.3K | 0.42% | +300+32.2% | Added |
| Magnetar Financial LLC | 1,231 | $595.3K | 0.01% | −1,001−44.8% | Reduced |
| HTG Investment Advisors, Inc. | 1,236 | $597.9K | 0.18% | −13−1.0% | Reduced |
| Financial Futures Ltd Liability Co. | 1,237 | $598.2K | 0.28% | +3+0.2% | Added |
| Birmingham Capital Management Co Inc | 1,239 | $599.2K | 0.26% | −135−9.8% | Reduced |
| Lountzis Asset Management, LLC | 1,244 | $601.6K | 0.21% | −138−10.0% | Reduced |
| Poinciana Advisors Group, LLC | 1,245 | $602.3K | 0.47% | −138−10.0% | Reduced |
| Brighton Securities Corp. | 1,246 | $602.8K | 0.30% | +104+9.1% | Added |
| Lowery Thomas, LLC | 1,249 | $603.8K | 0.34% | +2+0.2% | Added |
| Corepath Wealth Partners LLC | 1,266 | $604.1K | 0.41% | 00.0% | Unchanged |
| Richard Young Associates, Ltd. | 1,250 | $604.5K | 0.47% | +1,250 | New |
| Infrastructure Capital Advisors, LLC | 1,252 | $605.5K | 0.07% | −224−15.2% | Reduced |
| Ridgeline Wealth Planning, LLC | 1,260 | $609.4K | 0.43% | +182+16.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,261 | $609.8K | 0.96% | +1,261 | New |
| Hapanowicz & Associates Financial Services, Inc | 1,261 | $609.8K | 0.24% | 00.0% | Unchanged |
| Liberty Atlantic Advisors LLC | 1,262 | $610.1K | 0.60% | +1,262 | New |
| Latko Wealth Management, Ltd. | 1,267 | $612.8K | 0.30% | +162+14.7% | Added |
| Master's Wealth Management Inc. | 1,274 | $616.0K | 0.22% | +838+192.2% | Added |
| Seven Post Investment Office LP | 1,275 | $616.6K | 0.22% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,276 | $617.1K | 0.17% | +826+183.6% | Added |