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 |
|---|---|---|---|---|---|
| DBK Financial Counsel, LLC | 1,776 | $858.9K | 0.66% | −36−2.0% | Reduced |
| Base Wealth Management LLC | 1,776 | $858.9K | 0.46% | −3−0.2% | Reduced |
| Swan Global Investments, LLC | 1,781 | $861.3K | 0.04% | +181+11.3% | Added |
| Dupree Financial Group, LLC | 1,783 | $862.3K | 0.31% | −362−16.9% | Reduced |
| Future Financial Wealth Managment LLC | 1,899 | $862.9K | 0.58% | +64+3.5% | Added |
| ArrowMark Colorado Holdings LLC | 1,785 | $863.3K | 0.02% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,835 | $863.5K | 0.20% | +2+0.1% | Added |
| Riverchase Wealth Management, LLC | 1,787 | $864.4K | 0.47% | +2+0.1% | Added |
| Hurley Capital, LLC | 1,788 | $864.8K | 0.48% | −22−1.2% | Reduced |
| ETF Portfolio Partners, Inc. | 1,789 | $865.2K | 0.22% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 1,790 | $865.8K | 0.60% | −557−23.7% | Reduced |
| Auour Investments LLC | 1,795 | $868.1K | 0.28% | −398−18.1% | Reduced |
| Frontier Asset Management, LLC | 1,796 | $868.3K | 0.20% | +1,136+172.1% | Added |
| Kerr Financial Planning Corp | 2,189 | $871.8K | 1.18% | −27−1.2% | Reduced |
| Silver Oak Wealth Advisors Services, LLC | 1,804 | $872.5K | 0.56% | 00.0% | Unchanged |
| LiftPoint Family Wealth Advisors LLC | 1,807 | $873.9K | 0.75% | +1,807 | New |
| Allie Family Office LLC | 1,811 | $876.3K | 0.41% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,812 | $876.4K | 0.29% | −12−0.7% | Reduced |
| Foronjy Financial LLC | 1,814 | $877.1K | 0.37% | +159+9.6% | Added |
| GQG Partners LLC | 1,815 | $877.6K | 0.00% | −2,134,029−99.9% | Reduced |
| NCP Inc. | 1,815 | $877.9K | 0.71% | +57+3.2% | Added |
| Cypress Point Wealth Management, LLC | 1,818 | $879.2K | 0.19% | +200+12.4% | Added |
| Investors Portfolio Services LLC | 1,819 | $879.5K | 0.79% | +1,819 | New |
| Baron Financial Group, LLC | 1,819 | $879.5K | 0.47% | −7−0.4% | Reduced |
| America First Investment Advisors, LLC | 1,820 | $880.4K | 0.16% | −568−23.8% | Reduced |
| Bravias Capital Group, LLC | 1,821 | $880.5K | 0.53% | −753−29.3% | Reduced |
| SB Capital Management Inc | 1,821 | $881.1K | 0.32% | +1,821 | New |
| Family Wealth Group, LLC | 1,824 | $882.1K | 0.56% | −176−8.8% | Reduced |
| BancFirst Trust & Investment Management | 1,811 | $882.8K | 0.36% | +156+9.4% | Added |
| Wealthstar Advisors, LLC | 1,830 | $885.0K | 0.48% | −527−22.4% | Reduced |
| Brooklyn FI, LLC | 1,832 | $886.0K | 0.19% | −250−12.0% | Reduced |
| Resolute Partners Group | 1,833 | $886.5K | 0.29% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 1,834 | $887.0K | 0.28% | −600−24.7% | Reduced |
| Valley Financial Group, Inc. | 1,837 | $888.5K | 0.50% | +507+38.1% | Added |
| HBE Wealth Management, LLC | 1,838 | $888.9K | 0.84% | +1,838 | New |
| Western Reserve Capital Management, LLC | 1,838 | $888.9K | 0.83% | +1,838 | New |
| ATLas Financial Planning LLC | 1,839 | $889.3K | 0.87% | +1,839 | New |
| Rolek Wealth Management LLC | 1,839 | $889.4K | 0.61% | +202+12.3% | Added |
| Jim Saulnier & Associates, LLC | 1,840 | $889.9K | 0.46% | −137−6.9% | Reduced |
| Dodds Wealth, LLC | 1,844 | $892.0K | 0.22% | 00.0% | Unchanged |
| PVG Asset Management Corp | 1,851 | $895.3K | 1.90% | +542+41.4% | Added |
| Pacific Excel Wealth Advisors, Inc. | 1,870 | $896.5K | 1.69% | +1,870 | New |
| Spectrum Investment Advisors, Inc. | 1,855 | $897.0K | 0.45% | +490+35.9% | Added |
| Mann Financial Group, Inc. | 1,858 | $898.6K | 0.87% | 00.0% | Unchanged |
| Compass Financial Services Inc | 1,858 | $898.8K | 0.39% | +1+0.1% | Added |
| Charter Capital Management, LLC | 1,861 | $899.9K | 0.46% | +1+0.1% | Added |
| A&I Financial Services, LLC | 1,868 | $903.4K | 0.43% | +46+2.5% | Added |
| Stone House Investment Management, LLC | 1,870 | $904.4K | 0.14% | +21+1.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 1,871 | $904.6K | 0.69% | −39−2.0% | Reduced |
| DeLarme Wealth Management, Inc. | 1,877 | $907.7K | 0.64% | +1,877 | New |
| Carmel Capital Partners, LLC | 1,877 | $907.8K | 0.32% | +330+21.3% | Added |
| Uptown Financial Advisors LLC | 1,879 | $908.7K | 0.77% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,879 | $908.7K | 0.12% | +41+2.2% | Added |
| Compton Financial Group, LLC | 1,884 | $911.2K | 0.21% | +32+1.7% | Added |
| MontVue Capital Management, Inc. | 1,889 | $913.6K | 0.61% | 00.0% | Unchanged |
| Penney Financial, LLC | 1,890 | $914.0K | 0.35% | 00.0% | Unchanged |
| Kilter Group LLC | 1,894 | $916.2K | 0.40% | +174+10.1% | Added |
| RHL Group, LLC | 1,896 | $916.9K | 0.74% | +1,896 | New |
| E-Wealth Partners, LLC | 1,897 | $917.7K | 0.77% | +1,897 | New |
| VanderPol Investments L.L.C. | 1,898 | $917.9K | 1.75% | +6+0.3% | Added |
| Horizon Family Wealth, Inc. | 1,899 | $918.1K | 0.49% | +4+0.2% | Added |
| Resolute Capital, LLC | 1,900 | $918.9K | 0.38% | +1,900 | New |
| Letson Investment Management, Inc. | 1,903 | $920.3K | 0.34% | +20+1.1% | Added |
| Alterna Wealth Management, Inc | 1,903 | $920.4K | 0.77% | −49−2.5% | Reduced |
| Boyer Financial Services, Inc. | 1,951 | $922.7K | 0.98% | +1,951 | New |
| Grand Central Investment Group | 1,908 | $922.7K | 0.67% | +1,908 | New |
| Cypress Capital Advisors, LLC | 1,909 | $923.2K | 0.50% | +59+3.2% | Added |
| Manuka Financial, LLC | 1,920 | $928.3K | 0.58% | −258−11.8% | Reduced |
| Clear Point Advisors Inc. | 1,920 | $928.7K | 0.72% | +12+0.6% | Added |
| Xena Financial Planning, LLC | 1,922 | $929.7K | 1.09% | +1,922 | New |
| Harbor Asset Planning, Inc. | 1,925 | $930.7K | 0.80% | +6+0.3% | Added |
| Sierra Summit Advisors LLC | 1,925 | $931.0K | 0.14% | +34+1.8% | Added |
| Hunter Perkins Capital Management, LLC | 1,935 | $936.0K | 0.22% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,937 | $936.8K | 0.18% | 00.0% | Unchanged |
| RM Financial Services, LLC | 1,942 | $939.3K | 0.83% | +1,942 | New |
| Synergy Investment Management, LLC | 1,948 | $942.2K | 0.33% | +167+9.4% | Added |
| Ruedi Wealth Management, Inc. | 1,955 | $945.6K | 0.25% | +157+8.7% | Added |
| Elevate Wealth Advisory, Inc | 1,955 | $945.6K | 0.65% | +55+2.9% | Added |
| Pinnacle Financial Group, LLC | 1,958 | $946.9K | 0.27% | +387+24.6% | Added |
| Forbes Financial Planning, Inc. | 1,960 | $947.9K | 0.55% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 1,960 | $948.0K | 1.14% | −15,099−88.5% | Reduced |
| HighRoad Wealth Advisors, LLC | 1,962 | $949.1K | 0.91% | +1,962 | New |
| Vermillion Wealth Management, Inc. | 1,963 | $949.2K | 0.39% | −11−0.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,969 | $952.2K | 0.22% | −187−8.7% | Reduced |
| Prossimo Advisors, LLC | 1,972 | $953.7K | 6.14% | −9−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,975 | $955.1K | 0.21% | 00.0% | Unchanged |
| Sound Stewardship, LLC | 1,979 | $956.9K | 0.46% | −381−16.1% | Reduced |
| Puff Wealth Management, LLC | 2,030 | $960.1K | 1.24% | +109+5.7% | Added |
| Lexington Hill Partners, LLC | 1,987 | $961.0K | 0.72% | +1,987 | New |
| Aureum Wealth Management, LLC | 1,994 | $964.3K | 0.89% | +1,994 | New |
| Keystone Global Partners, LLC | 1,995 | $964.7K | 0.42% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 1,997 | $965.8K | 0.16% | +1+0.1% | Added |
| Weinberger Asset Management, Inc | 1,999 | $966.7K | 0.35% | −72−3.5% | Reduced |
| Union Square Park Capital Management, LLC | 2,000 | $967.2K | 0.76% | +2,000 | New |
| Sassicaia Capital Advisers LLC | 2,000 | $967.2K | 2.12% | +2,000 | New |
| 14B Captial Management LP | 2,000 | $967.2K | 0.78% | +2,000 | New |
| PFS Partners, LLC | 2,000 | $967.3K | 0.44% | +75+3.9% | Added |
| Certior Financial Group, LLC | 2,006 | $970.1K | 0.66% | −9−0.4% | Reduced |
| Financial Planning Fort Collins, LLC | 2,008 | $971.1K | 0.85% | +2,008 | New |
| Foundry Financial Group, Inc. | 2,009 | $971.6K | 0.49% | +124+6.6% | Added |