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 |
|---|---|---|---|---|---|
| Welch Financial Planning, LLC | 2,013 | $973.5K | 0.71% | +2,013 | New |
| Blue Capital, Inc. | 2,014 | $974.0K | 0.69% | +47+2.4% | Added |
| Mustico Financial Group, Inc. | 2,036 | $975.7K | 0.81% | +779+62.0% | Added |
| Grey Fox Wealth Advisors, LLC | 2,018 | $976.1K | 0.20% | −146−6.7% | Reduced |
| L.K. Benson & Company, P.C. | 2,022 | $977.9K | 0.49% | +707+53.8% | Added |
| Adapt Wealth Advisors, LLC | 2,031 | $982.3K | 0.34% | +10.0% | Added |
| Aventus Investment Advisors, Inc. | 2,036 | $984.6K | 0.80% | +34+1.7% | Added |
| Truefg, LLC | 2,038 | $985.6K | 0.26% | +822+67.6% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $988.5K | 15.97% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 2,044 | $988.5K | 0.59% | +210+11.5% | Added |
| Prospera Capital Management, LLC | 2,045 | $988.8K | 0.50% | +201+10.9% | Added |
| Pembroke Management, LTD | 2,047 | $990.0K | 0.10% | +515+33.6% | Added |
| Graney & King, LLC | 2,048 | $990.4K | 0.58% | +10.0% | Added |
| Blue Barn Wealth, LLC | 2,053 | $992.8K | 1.45% | −3,462−62.8% | Reduced |
| Heritage Wealth Architects, Inc. | 2,131 | $993.0K | 0.46% | +1,560+273.2% | Added |
| BlueSky Wealth Advisors, LLC | 2,054 | $993.2K | 0.13% | −74−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,060 | $996.0K | 0.23% | −1,774−46.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,061 | $996.5K | 0.72% | −447−17.8% | Reduced |
| Guilbault Capital LLC | 2,061 | $996.8K | 1.12% | +2,061 | New |
| Opulen Financial Group LLC | 2,062 | $997.0K | 0.73% | +161+8.5% | Added |
| Centerline Wealth Advisors, LLC | 2,063 | $997.7K | 0.36% | −9−0.4% | Reduced |
| Ardent Capital Management, Inc. | 2,067 | $999.6K | 0.40% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 2,071 | $1.00M | 0.86% | −60−2.8% | Reduced |
| Verisail Partners, LLC | 2,074 | $1.00M | 0.41% | +39+1.9% | Added |
| Lifetime Wealth Management P.C. | 2,077 | $1.00M | 0.63% | +2,077 | New |
| Praetorian Wealth Management, Inc. | 2,087 | $1.01M | 0.20% | +600+40.3% | Added |
| Hughes Financial Services, LLC | 2,088 | $1.01M | 0.16% | −7−0.3% | Reduced |
| Strategic Advisory Partners, LLC | 2,097 | $1.01M | 0.84% | +2,097 | New |
| Andina Capital Management, LLC | 2,103 | $1.02M | 0.61% | −139−6.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,103 | $1.02M | 0.57% | −119−5.4% | Reduced |
| Sequent Asset Management, LLC | 2,107 | $1.02M | 0.45% | +332+18.7% | Added |
| DDFG, Inc | 2,110 | $1.02M | 0.22% | +50+2.4% | Added |
| Juncture Wealth Strategies, LLC | 2,114 | $1.02M | 0.34% | −153−6.7% | Reduced |
| Valpey Financial Services, LLC | 2,125 | $1.03M | 0.66% | +18+0.9% | Added |
| Plotkin Financial Advisors, LLC | 2,125 | $1.03M | 0.50% | −35−1.6% | Reduced |
| Cresta Advisors, Ltd. | 2,125 | $1.03M | 0.43% | +203+10.6% | Added |
| Winnow Wealth LLC | 2,124 | $1.03M | 0.76% | +11+0.5% | Added |
| Passive Capital Management, LLC. | 2,128 | $1.03M | 0.32% | +17+0.8% | Added |
| Kelsey Financial, LLC | 2,128 | $1.03M | 0.88% | +2,128 | New |
| Joule Financial, LLC | 2,130 | $1.03M | 0.31% | +10+0.5% | Added |
| Entruity Wealth, LLC | 2,132 | $1.03M | 0.73% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,132 | $1.03M | 0.05% | −384−15.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 2,133 | $1.03M | 0.72% | −3,720−63.6% | Reduced |
| Corrado Advisors, LLC | 2,133 | $1.03M | 0.52% | +6+0.3% | Added |
| Stone Wealth Partners | 2,135 | $1.03M | 0.92% | +2,135 | New |
| Shrier Wealth Management, LLC | 2,138 | $1.03M | 0.41% | +2,138 | New |
| GatePass Capital, LLC | 2,144 | $1.04M | 0.53% | +550+34.5% | Added |
| Capital Asset Managemnet, LLC | 2,145 | $1.04M | 1.15% | +2,145 | New |
| ARK & TLK Investments, LLC | 2,150 | $1.04M | 0.29% | +215+11.1% | Added |
| Legacy Solutions, LLC | 2,152 | $1.04M | 0.91% | −3−0.1% | Reduced |
| Thompson Davis & Co., Inc. | 2,152 | $1.04M | 0.62% | −46−2.1% | Reduced |
| Sherbrooke Park Advisers LLC | 2,153 | $1.04M | 2.69% | +1,210+128.3% | Added |
| Axis Wealth Partners, LLC | 2,157 | $1.04M | 0.58% | +39+1.8% | Added |
| Integrated Wealth Management | 2,157 | $1.04M | 1.17% | +2,157 | New |
| AdviceOne Advisory Services, LLC | 2,160 | $1.04M | 0.62% | +162+8.1% | Added |
| Oak Wealth Advisors LLC | 2,167 | $1.05M | 0.60% | +109+5.3% | Added |
| Evolution Wealth Management Inc. | 2,169 | $1.05M | 0.87% | +246+12.8% | Added |
| EHP Funds Inc. | 2,173 | $1.05M | 2.41% | −2,128−49.5% | Reduced |
| Sage Financial Management Group, Inc. | 2,175 | $1.05M | 0.32% | +109+5.3% | Added |
| Long Island Wealth Management, Inc. | 2,177 | $1.05M | 0.50% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 2,177 | $1.05M | 0.56% | +2,177 | New |
| Mustard Seed Financial, LLC | 2,181 | $1.05M | 0.66% | −12−0.5% | Reduced |
| LifeGoal Wealth Advisors | 2,185 | $1.06M | 0.70% | +436+24.9% | Added |
| QVT Financial LP | 2,189 | $1.06M | 0.10% | +2,189 | New |
| Stephens Consulting, LLC | 2,189 | $1.06M | 0.34% | +193+9.7% | Added |
| Windsor Advisory Group, LLC | 2,191 | $1.06M | 0.95% | −3,049−58.2% | Reduced |
| Cedar Point Capital Partners, LLC | 2,193 | $1.06M | 0.68% | +26+1.2% | Added |
| Horizon Financial Services, LLC | 2,194 | $1.06M | 0.48% | −44−2.0% | Reduced |
| IAG Wealth Partners, LLC | 2,199 | $1.06M | 0.12% | −77−3.4% | Reduced |
| hemming& Wealth Management, Inc. | 2,199 | $1.06M | 0.73% | +2,199 | New |
| Eaton-Cambridge Inc. | 2,206 | $1.07M | 0.35% | +157+7.7% | Added |
| Eddie Patel Inc | 2,207 | $1.07M | 0.80% | +2,207 | New |
| Summit Financial Consulting LLC | 2,209 | $1.07M | 0.78% | +52+2.4% | Added |
| TCP Asset Management, LLC | 2,210 | $1.07M | 0.18% | +211+10.6% | Added |
| Horrell Capital Management, Inc. | 2,211 | $1.07M | 0.47% | 00.0% | Unchanged |
| Avos Capital Management, LLC | 2,221 | $1.07M | 0.47% | +460+26.1% | Added |
| Presper Financial Architects, LLC | 2,221 | $1.07M | 0.61% | −114−4.9% | Reduced |
| HMV Wealth Advisors, LLC | 2,224 | $1.08M | 0.54% | 00.0% | Unchanged |
| Foundry Financial LLC | 2,235 | $1.08M | 0.57% | +2,235 | New |
| Arnhold LLC | 2,250 | $1.09M | 0.08% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 2,251 | $1.09M | 0.27% | −443−16.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,254 | $1.09M | 0.24% | +81+3.7% | Added |
| Investment Management Corp | 2,257 | $1.09M | 0.92% | +14+0.6% | Added |
| Richmond Brothers, Inc. | 2,265 | $1.10M | 0.70% | −18−0.8% | Reduced |
| Cinctive Capital Management LP | 2,267 | $1.10M | 0.06% | −23,651−91.3% | Reduced |
| Darrow Company, Inc. | 2,269 | $1.10M | 0.49% | +15+0.7% | Added |
| Farnam Financial LLC | 2,269 | $1.10M | 0.83% | +204+9.9% | Added |
| Dynamic Wealth Strategies, LLC | 2,270 | $1.10M | 0.65% | +570+33.5% | Added |
| Catalyst Investment Management LLC | 2,271 | $1.10M | 1.04% | +2,271 | New |
| ForthRight Wealth Management, LLC | 2,272 | $1.10M | 0.32% | −3−0.1% | Reduced |
| Level Financial Advisors, Inc. | 2,274 | $1.10M | 0.29% | −414−15.4% | Reduced |
| REAP Financial Group, LLC | 2,279 | $1.10M | 0.22% | +141+6.6% | Added |
| Karras Company, Inc. | 2,281 | $1.10M | 1.08% | +2,281 | New |
| Curio Wealth, LLC | 2,264 | $1.10M | 0.39% | +261+13.0% | Added |
| Websterrogers Financial Advisors, LLC | 2,285 | $1.11M | 0.32% | +4+0.2% | Added |
| Rainey & Randall Investment Management Inc. | 2,285 | $1.11M | 0.18% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2,287 | $1.11M | 0.17% | +53+2.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,287 | $1.11M | 0.38% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,288 | $1.11M | 0.37% | +87+4.0% | Added |
| Daviman Financial, LLC | 2,290 | $1.11M | 0.65% | +2,290 | New |