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 |
|---|---|---|---|---|---|
| Bellevue Group AG | 1,282 | $620.0K | 0.01% | +1,079+531.5% | Added |
| Forum Private Client Group LLC | 1,287 | $622.2K | 0.21% | −32−2.4% | Reduced |
| MTM Financial Group, LLC | 1,287 | $622.6K | 0.30% | 00.0% | Unchanged |
| Ferguson Johnson Wealth Management Inc | 1,290 | $623.0K | 0.52% | +1,290 | New |
| DKM Wealth Management, Inc. | 1,294 | $625.7K | 0.47% | −10−0.8% | Reduced |
| Signal Tree Financial Partners LLC | 1,295 | $626.3K | 0.48% | −2−0.2% | Reduced |
| Dynamic Financial Group | 1,303 | $630.3K | 0.54% | 00.0% | Unchanged |
| Networth Advisors, LLC | 1,306 | $631.6K | 0.47% | +1,306 | New |
| Torrey-Payne Wealth Management, LLC | 1,346 | $633.0K | 0.57% | +1,346 | New |
| Kingdom Financial Group LLC. | 1,313 | $634.8K | 0.20% | −4,568−77.7% | Reduced |
| Delta Wealth Advisors LLC | 1,318 | $637.4K | 0.53% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 1,320 | $638.3K | 0.18% | +121+10.1% | Added |
| Seek First Inc. | 1,320 | $638.3K | 0.44% | −22−1.6% | Reduced |
| New Jersey Better Educational Savings Trust | 1,322 | $639.3K | 1.09% | 00.0% | Unchanged |
| Banta Asset Management LP | 1,326 | $641.3K | 0.58% | +1,326 | New |
| WealthTrak Capital Management LLC | 1,328 | $642.2K | 0.46% | +136+11.4% | Added |
| Advantage Trust Co | 1,328 | $642.2K | 0.29% | −900−40.4% | Reduced |
| Beacon Wealthcare LLC | 1,330 | $643.2K | 0.22% | −101−7.1% | Reduced |
| Stephenson National Bank & Trust | 1,333 | $644.7K | 0.19% | +95+7.7% | Added |
| Moody Aldrich Partners LLC | 1,333 | $644.8K | 0.12% | 00.0% | Unchanged |
| Climber Capital SA | 1,339 | $646.8K | 0.42% | +1,339 | New |
| Monetary Solutions, Ltd | 1,338 | $647.0K | 0.64% | +1,338 | New |
| True Wealth Design, LLC | 1,338 | $647.0K | 0.19% | −163−10.9% | Reduced |
| FPC Investment Advisory, Inc. | 1,338 | $647.1K | 0.35% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,346 | $651.0K | 1.77% | −186−12.1% | Reduced |
| 5T Wealth, LLC | 1,347 | $651.4K | 0.26% | +20+1.5% | Added |
| Legacy Wealth Managment, LLC | 1,348 | $651.9K | 0.31% | +284+26.7% | Added |
| Ledgewood Wealth Advisors, LLC | 1,349 | $652.4K | 0.38% | 00.0% | Unchanged |
| Capital Financial Group Inc | 1,356 | $655.8K | 0.37% | +1,356 | New |
| Fenimore Asset Management Inc | 1,359 | $657.1K | 0.01% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 1,359 | $657.1K | 0.20% | +81+6.3% | Added |
| Bay Harbor Wealth Management, LLC | 1,370 | $662.6K | 0.17% | +144+11.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $663.0K | 0.17% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,373 | $664.1K | 0.24% | +22+1.6% | Added |
| Ergawealth Advisors, Inc. | 1,375 | $664.8K | 0.31% | +901+190.1% | Added |
| Aegis Wealth Management, Inc. | 1,375 | $665.0K | 0.52% | +1,375 | New |
| Capstone Capital Wealth Advisors | 1,378 | $666.4K | 0.43% | −636−31.6% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,383 | $669.0K | 0.62% | +1,383 | New |
| Sherman Wealth Management LLC | 1,384 | $669.2K | 0.58% | +1,384 | New |
| Sims Investment Management, LLC | 1,384 | $669.3K | 0.24% | −156−10.1% | Reduced |
| Briaud Financial Planning, Inc | 1,386 | $670.3K | 0.17% | −13−0.9% | Reduced |
| Professional Financial Solutions LLC | 1,386 | $670.5K | 0.63% | +1,386 | New |
| Quest 10 Wealth Builders, Inc. | 1,387 | $670.7K | 0.60% | −53−3.7% | Reduced |
| Genesis Wealth Advisors, LLC | 1,387 | $670.7K | 0.46% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 1,388 | $671.4K | 0.27% | −407−22.7% | Reduced |
| Objective Capital Management, LLC | 1,391 | $672.7K | 0.68% | +100+7.7% | Added |
| Bancreek Capital Management, LP | 1,391 | $672.7K | 2.80% | +1,391 | New |
| Martin Capital Advisors, LLP | 1,400 | $677.1K | 0.40% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,400 | $677.1K | 0.09% | +1,400 | New |
| Asset Allocation Strategies LLC | 1,402 | $677.8K | 0.13% | +29+2.1% | Added |
| Youngs Advisory Group, Inc. | 1,403 | $678.7K | 0.24% | +5+0.4% | Added |
| Altus Wealth Management, LLC | 1,406 | $679.8K | 0.29% | −19−1.3% | Reduced |
| Financial Connections Group, Inc. | 1,408 | $680.0K | 0.23% | −31−2.2% | Reduced |
| BCGM Wealth Management, LLC | 1,406 | $680.1K | 0.17% | −54−3.7% | Reduced |
| Next Level Wealth Planning, LLC | 1,410 | $681.8K | 0.36% | −10−0.7% | Reduced |
| Lockerman Financial Group, Inc. | 1,410 | $681.9K | 1.31% | −3,234−69.6% | Reduced |
| SoundView Advisors Inc. | 1,411 | $682.0K | 0.24% | −9,915−87.5% | Reduced |
| Merkkuri Wealth Advisors LLC | 1,413 | $683.3K | 0.47% | +77+5.8% | Added |
| Cornerstone Financial Group, LLC | 1,413 | $683.4K | 0.48% | −345−19.6% | Reduced |
| Ramiah Investment Group | 1,414 | $683.8K | 0.59% | +92+7.0% | Added |
| Cypress Financial Planning LLC | 1,404 | $684.6K | 0.19% | +13+0.9% | Added |
| J.E. Simmons & Co., P.C. | 1,418 | $686.0K | 0.44% | +1,418 | New |
| Stenahm Asset Managment Ltd | 1,420 | $686.7K | 0.34% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 1,420 | $686.7K | 0.08% | −311−18.0% | Reduced |
| Prosperity Advisers, LLC | 1,423 | $688.3K | 0.57% | +1,423 | New |
| Wealthcare Capital Management LLC | 1,423 | $688.3K | 0.07% | −28−1.9% | Reduced |
| Oceanside Advisors LLC | 1,424 | $688.8K | 0.42% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 1,425 | $689.2K | 0.32% | 00.0% | Unchanged |
| BCM Advisors, LLC | 1,480 | $689.6K | 0.13% | +10+0.7% | Added |
| JDH Wealth Management, LLC | 1,426 | $689.6K | 0.47% | −7−0.5% | Reduced |
| Guardsman Private Capital Management, Inc. | 1,427 | $690.3K | 0.55% | +1,427 | New |
| Family Office Research LLC | 1,417 | $690.6K | 0.28% | −49−3.3% | Reduced |
| Waller Financial Planning Group, Inc | 1,438 | $695.2K | 0.15% | −32−2.2% | Reduced |
| Bucket List Wealth Management, LLC | 1,438 | $695.5K | 0.42% | +1,438 | New |
| Contango Wealth Management LLC | 1,440 | $696.4K | 0.78% | +1,440 | New |
| Bruce G. Allen Investments, LLC | 1,444 | $698.5K | 0.47% | −197−12.0% | Reduced |
| Prota Financial, LLC | 1,446 | $699.1K | 0.50% | +1,446 | New |
| Vigil Wealth Management, LLC | 1,446 | $699.3K | 0.58% | +1,446 | New |
| LongView Asset Management LLC | 1,446 | $699.5K | 0.49% | +53+3.8% | Added |
| Arcadia Wealth Management, LLC | 1,451 | $701.5K | 0.26% | −110−7.0% | Reduced |
| Bull Oak Capital, LLC | 1,453 | $702.7K | 0.29% | −42−2.8% | Reduced |
| Versor Investments LP | 1,470 | $710.9K | 0.11% | +515+53.9% | Added |
| Strategic Wealth Advisors LLC | 1,473 | $712.0K | 0.61% | +1,473 | New |
| Joel Adams & Associates, Inc. | 1,474 | $712.9K | 0.54% | 00.0% | Unchanged |
| Divergent Planning, LLC | 1,513 | $715.4K | 0.18% | −169−10.0% | Reduced |
| Graham Capital Wealth Management, LLC | 1,480 | $715.8K | 0.66% | −23−1.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,480 | $715.8K | 0.28% | −20−1.3% | Reduced |
| Shared Vision Wealth Group LLC | 1,525 | $716.9K | 0.29% | −107−6.6% | Reduced |
| Higgins & Schmidt Wealth Strategies LLC | 1,483 | $717.2K | 0.34% | −49−3.2% | Reduced |
| NFC Investments, LLC | 1,485 | $718.0K | 0.20% | 00.0% | Unchanged |
| Red Crane Wealth Management, LLC | 1,489 | $719.9K | 0.59% | +2+0.1% | Added |
| Boston Standard Wealth Management, LLC | 1,491 | $721.2K | 0.12% | −40−2.6% | Reduced |
| Core Wealth Management, Inc. | 1,492 | $721.6K | 0.22% | −57−3.7% | Reduced |
| Align Financial, LLC | 725,430 | $725.4K | 0.42% | +725,430 | New |
| Eurizon Asset Management Hungary Ltd. | 1,500 | $725.4K | 10.27% | +1,500 | New |
| Principia Wealth Advisory, LLC | 1,501 | $725.9K | 0.45% | +244+19.4% | Added |
| Praxis Capital Management LLC | 1,504 | $727.4K | 2.60% | +1,504 | New |
| Tanglewood Wealth Management, Inc. | 1,506 | $728.3K | 0.07% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 1,511 | $730.8K | 0.46% | +51+3.5% | Added |
| Compass Planning Associates Inc | 1,511 | $731.0K | 0.51% | −417−21.6% | Reduced |