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
- 6,330
- +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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Walleye Partners, LLC | 1,518 | $734.1K | 0.82% | +1,518 | New |
| Odyssean, LLC | 1,519 | $734.6K | 0.53% | +1,519 | New |
| New Perspectives, Inc | 1,521 | $735.8K | 0.26% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1,523 | $736.4K | 1.58% | −353−18.8% | Reduced |
| E6 Portfolios, LLC | 1,525 | $737.6K | 0.84% | +1,525 | New |
| FSA Investment Group, LLC | 1,531 | $740.4K | 0.45% | +147+10.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,531 | $740.5K | 0.23% | +2+0.1% | Added |
| EnRich Financial Partners LLC | 1,534 | $741.7K | 0.20% | +68+4.6% | Added |
| Chesapeake Capital Corp | 1,536 | $742.8K | 0.62% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 1,556 | $752.4K | 0.67% | −15−1.0% | Reduced |
| Parkway Wealth Management Group, LLC | 1,555 | $752.5K | 0.10% | +1,555 | New |
| St. Louis Trust Co | 1,556 | $752.5K | 0.09% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 1,557 | $753.0K | 1.77% | +1,023+191.6% | Added |
| Luminvest Wealth Management LLC | 1,563 | $755.7K | 0.21% | −19−1.2% | Reduced |
| PTM Wealth Management, LLC | 1,598 | $755.7K | 0.43% | +1+0.1% | Added |
| Algebris (UK) Ltd | 1,569 | $759.2K | 0.06% | −2,006−56.1% | Reduced |
| MA Private Wealth | 1,570 | $759.3K | 0.13% | −580−27.0% | Reduced |
| Fortitude Financial, LLC | 1,575 | $761.7K | 0.65% | −26,227−94.3% | Reduced |
| Arcadia Wealth Management, Inc. | 1,580 | $763.9K | 0.44% | −95−5.7% | Reduced |
| Merrithew & Thorsten Inc | 1,583 | $765.0K | 0.81% | +1,583 | New |
| Southern Financial Group, LLC | 1,582 | $765.1K | 0.22% | +1,582 | New |
| Heritage Oak Wealth Advisors LLC | 1,584 | $766.0K | 0.28% | +58+3.8% | Added |
| Valued Wealth Advisors LLC | 1,584 | $766.1K | 0.34% | +95+6.4% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,589 | $768.7K | 0.26% | +146+10.1% | Added |
| Comprehensive Money Management Services LLC | 1,595 | $771.4K | 0.53% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 1,596 | $771.7K | 0.43% | +1+0.1% | Added |
| Carl Stuart Investment Advisor, Inc | 1,597 | $772.4K | 0.70% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,598 | $772.7K | 0.36% | −48−2.9% | Reduced |
| PMG Family Office LLC | 1,599 | $773.3K | 0.89% | 00.0% | Unchanged |
| Knott David M Jr | 1,600 | $773.8K | 0.36% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 1,600 | $773.8K | 0.44% | +3+0.2% | Added |
| Tuttle Tactical Management | 1,600 | $773.8K | 1.71% | +128+8.7% | Added |
| Holos Integrated Wealth LLC | 1,637 | $774.2K | 0.43% | −12−0.7% | Reduced |
| Cassady Wealth & Retirement Planning, LLC | 1,602 | $775.0K | 0.51% | +1,602 | New |
| Swiss Re Ltd | 1,605 | $776.2K | 0.05% | +1,605 | New |
| Sollinda Capital Management LLC | 1,610 | $778.6K | 0.20% | −42−2.5% | Reduced |
| Sfam, LLC | 1,612 | $779.4K | 0.71% | +1,612 | New |
| Martin Investment Management, LLC | 1,619 | $783.0K | 0.22% | −618−27.6% | Reduced |
| Peak Financial Advisors LLC | 1,623 | $784.9K | 0.35% | +1,623 | New |
| KMT Wealth Management, LLC | 1,624 | $785.4K | 0.42% | 00.0% | Unchanged |
| Bluestem Financial Advisors, LLC | 1,629 | $787.8K | 0.30% | −126−7.2% | Reduced |
| CSS LLC | 1,630 | $788.3K | 0.04% | +1,530+1,530.0% | Added |
| Scientech Research LLC | 1,631 | $788.8K | 0.50% | −2,601−61.5% | Reduced |
| MLP3, LLC | 1,631 | $788.9K | 0.86% | +1,631 | New |
| Delta Accumulation, LLC | 1,633 | $789.8K | 0.80% | +3+0.2% | Added |
| MPWM Advisory Solutions, LLC | 1,636 | $791.2K | 0.44% | −6−0.4% | Reduced |
| TKG Advisors, LLC | 1,638 | $792.0K | 0.32% | +122+8.0% | Added |
| Parkshore Wealth Management, Inc. | 1,644 | $794.8K | 0.30% | +7+0.4% | Added |
| VanWeelden Wealth Management, LLC | 1,644 | $795.0K | 0.62% | −7−0.4% | Reduced |
| Briggs Wealth Management, Inc | 1,644 | $795.2K | 0.86% | +1,644 | New |
| Cutler Capital Management, LLC | 1,646 | $796.0K | 0.24% | −53−3.1% | Reduced |
| LGL Partners, LLC | 1,648 | $796.8K | 0.34% | +1+0.1% | Added |
| Entrewealth, LLC | 1,990 | $798.3K | 0.36% | +312+18.6% | Added |
| Strategent Financial, LLC | 1,651 | $798.5K | 0.51% | +11+0.7% | Added |
| Total Investment Management Inc | 1,651 | $798.5K | 0.10% | +50+3.1% | Added |
| Clark Wealth Partners | 1,653 | $799.3K | 0.49% | 00.0% | Unchanged |
| Kitching Partners, LLC | 1,653 | $799.5K | 0.73% | +148+9.8% | Added |
| TL Private Wealth | 1,672 | $801.4K | 0.31% | 00.0% | Unchanged |
| Enzi Wealth | 1,750 | $803.9K | 0.28% | −54−3.0% | Reduced |
| Midwest Financial Network, LLC | 1,663 | $804.5K | 0.62% | −266−13.8% | Reduced |
| Woodside Wealth Management LLC | 1,665 | $805.2K | 0.60% | 00.0% | Unchanged |
| Compass Advisory Group LLC | 1,669 | $807.2K | 0.22% | +196+13.3% | Added |
| Veratis Advisors, Inc. | 2,033 | $807.7K | 0.64% | +2,033 | New |
| Clayton Financial Group LLC | 1,678 | $811.5K | 0.41% | +796+90.2% | Added |
| Sara-Bay Financial | 1,666 | $812.2K | 0.24% | −19−1.1% | Reduced |
| Axim Planning & Wealth | 1,683 | $813.9K | 0.87% | −499−22.9% | Reduced |
| Blom & Howell Financial Planning, Inc. | 1,683 | $814.0K | 0.81% | +1,683 | New |
| RMG Wealth Management LLC | 1,827 | $814.3K | 0.11% | +132+7.8% | Added |
| Stage Harbor Financial, LLC | 1,685 | $814.9K | 0.55% | −163−8.8% | Reduced |
| United Financial Planning Group LLC | 1,685 | $814.9K | 0.49% | +473+39.0% | Added |
| Stewardship Concepts Financial Services LLC | 1,689 | $817.2K | 0.69% | +1,689 | New |
| Hegarty Advisors, LLC | 1,694 | $819.3K | 0.71% | +1,694 | New |
| Thomas Story & Son LLC | 1,695 | $819.7K | 0.30% | 00.0% | Unchanged |
| Karpus Management, Inc. | 1,700 | $822.2K | 0.03% | 00.0% | Unchanged |
| Closed-End Fund Advisors, Inc. | 1,700 | $822.2K | 0.49% | +1,700 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 1,704 | $824.1K | 0.03% | +1+0.1% | Added |
| Global Wealth Management, LLC | 1,707 | $825.4K | 0.44% | +3+0.2% | Added |
| Arkansas Financial Group, Inc. | 1,709 | $826.5K | 0.12% | +65+4.0% | Added |
| IMG Wealth Management, Inc. | 1,712 | $828.0K | 0.53% | +175+11.4% | Added |
| Avant Capital LLC | 1,725 | $834.1K | 0.57% | −1−0.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 1,727 | $835.2K | 0.01% | +16+0.9% | Added |
| Tull Financial Group, Inc. | 1,730 | $836.9K | 0.36% | −84−4.6% | Reduced |
| Winter & Associates, Inc. | 1,732 | $837.6K | 0.77% | +1,732 | New |
| Northland Securities, Inc. | 1,733 | $838.1K | 0.80% | +1,733 | New |
| Stirlingshire Investments, Inc. | 1,736 | $839.6K | 0.74% | +1,736 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,739 | $841.0K | 0.23% | −18−1.0% | Reduced |
| Cobblestone Asset Management LLC | 1,739 | $841.0K | 0.38% | +104+6.4% | Added |
| Coco Enterprises, LLC | 1,739 | $841.2K | 0.43% | +40+2.4% | Added |
| CenterStar Asset Management, LLC | 1,740 | $841.8K | 1.33% | +956+121.9% | Added |
| May Barnhard Investments LLC | 1,742 | $842.9K | 0.40% | −1,059−37.8% | Reduced |
| Stephens Investment Management Group LLC | 1,743 | $843.0K | 0.01% | +172+10.9% | Added |
| Maxele Advisors, LLC | 1,744 | $843.6K | 0.69% | +96+5.8% | Added |
| High Point Wealth Management, LLC | 1,750 | $846.2K | 0.79% | +1,750 | New |
| Strategic Planning, Inc. | 1,752 | $847.3K | 0.46% | +4+0.2% | Added |
| Walsh & Associates, LLC | 1,759 | $850.4K | 0.84% | +1,759 | New |
| Town Capital LLC | 1,764 | $853.1K | 0.70% | +1,764 | New |
| Sterling Manor Financial, LLC | 1,769 | $855.5K | 0.53% | −45−2.5% | Reduced |
| Orca Wealth Management, LLC | 2,078 | $858.0K | 0.61% | +33+1.6% | Added |
| Compass Financial Group, Inc. | 1,775 | $858.4K | 0.38% | 00.0% | Unchanged |
| LPWM LLC | 1,775 | $858.5K | 0.22% | +465+35.5% | Added |