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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 149,862 | $72.5M | 7.33% | +122+0.1% | Added |
| Hollencrest Capital Management | 149,647 | $72.4M | 2.51% | +2,073+1.4% | Added |
| Trust Co of Toledo NA | 149,520 | $72.3M | 7.14% | −1,466−1.0% | Reduced |
| Criteria Caixa, S.A.U. | 149,510 | $72.3M | 24.95% | −33,490−18.3% | Reduced |
| Fort Sheridan Advisors LLC | 149,437 | $72.3M | 9.18% | −323−0.2% | Reduced |
| ICONIQ Capital, LLC | 149,321 | $72.2M | 1.09% | −1,685−1.1% | Reduced |
| Mane Global Capital Management LP | 149,103 | $72.1M | 3.95% | −128,970−46.4% | Reduced |
| Oak Associates, Ltd | 149,068 | $72.1M | 4.33% | +5,727+4.0% | Added |
| Ninety One SA (PTY) Ltd | 148,941 | $72.0M | 3.11% | −26,730−15.2% | Reduced |
| NorthRock Partners, LLC | 148,675 | $71.9M | 1.21% | −25,944−14.9% | Reduced |
| YHB Investment Advisors, Inc. | 148,341 | $71.7M | 4.96% | −1,016−0.7% | Reduced |
| Palestra Capital Management LLC | 147,424 | $71.3M | 2.54% | −221,545−60.0% | Reduced |
| Granite Investment Partners, LLC | 147,406 | $71.3M | 4.23% | +2,675+1.8% | Added |
| Nwi Management LP | 147,100 | $71.1M | 4.35% | +90,000+157.6% | Added |
| Guardian Capital LP | 146,530 | $70.9M | 2.10% | −6,820−4.4% | Reduced |
| Agave Capital Management Ltd | 146,000 | $70.8M | 11.82% | +146,000 | New |
| LGT Fund Management Co Ltd. | 144,927 | $70.6M | 5.58% | −3,187−2.2% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 145,975 | $70.6M | 4.19% | −8,000−5.2% | Reduced |
| Act Two Investors LLC | 145,970 | $70.6M | 12.70% | −3,903−2.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 145,634 | $70.4M | 7.53% | −2,211−1.5% | Reduced |
| Davidson Kempner Capital Management LP | 145,584 | $70.4M | 1.03% | +45,000+44.7% | Added |
| Boston Common Asset Management, LLC | 145,215 | $70.2M | 4.23% | −2,926−2.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 145,000 | $70.1M | 10.33% | +145,000 | New |
| Sowell Financial Services LLC | 144,741 | $70.0M | 2.57% | +3,450+2.4% | Added |
| China Universal Asset Management Co., Ltd. | 144,458 | $69.9M | 5.36% | −1,615−1.1% | Reduced |
| Ulysses Management LLC | 143,774 | $69.5M | 18.23% | 00.0% | Unchanged |
| Baskin Financial Services Inc. | 143,262 | $69.3M | 5.21% | −1,804−1.2% | Reduced |
| Matrix Asset Advisors Inc | 142,717 | $69.0M | 6.20% | +787+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 142,642 | $69.0M | 4.49% | +1,941+1.4% | Added |
| Ascent Group, LLC | 142,616 | $69.0M | 2.36% | +2,005+1.4% | Added |
| BDF-Gestion | 142,168 | $68.8M | 8.45% | −9,473−6.2% | Reduced |
| Tower Bridge Advisors | 141,786 | $68.6M | 6.93% | −8,487−5.6% | Reduced |
| BancorpSouth Bank | 141,633 | $68.5M | 4.01% | +2,743+2.0% | Added |
| Meritage Portfolio Management | 141,424 | $68.4M | 4.54% | −2,732−1.9% | Reduced |
| Roundview Capital LLC | 141,340 | $68.4M | 4.20% | +2,504+1.8% | Added |
| FRG Family Wealth Advisors LLC | 141,302 | $68.3M | 10.61% | −1,531−1.1% | Reduced |
| Jump Financial, LLC | 140,636 | $68.0M | 0.85% | −72,170−33.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 140,246 | $67.8M | 3.34% | +3,796+2.8% | Added |
| First American Trust, FSB | 139,141 | $67.3M | 4.62% | +422+0.3% | Added |
| Alphadyne Asset Management LP | 138,973 | $67.2M | 6.72% | +137,384+8,645.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 138,715 | $67.1M | 2.79% | +4,259+3.2% | Added |
| Levin Capital Strategies, L.P. | 138,644 | $67.1M | 5.82% | −498−0.4% | Reduced |
| Montag A & Associates Inc | 138,575 | $67.0M | 3.06% | −2,760−2.0% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 138,537 | $67.0M | 3.78% | −5,469−3.8% | Reduced |
| Boston Family Office LLC | 137,970 | $66.7M | 4.23% | −1,598−1.1% | Reduced |
| Change Path, LLC | 137,960 | $66.7M | 1.62% | +3,107+2.3% | Added |
| Spire Wealth Management | 137,185 | $66.3M | 2.22% | +1,019+0.7% | Added |
| Hemenway Trust Co LLC | 137,080 | $66.3M | 5.07% | +245+0.2% | Added |
| Caisse des Depots Et Consignations | 136,725 | $66.1M | 1.51% | 00.0% | Unchanged |
| Everence Capital Management Inc | 135,978 | $65.8M | 3.89% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 135,706 | $65.6M | 2.11% | −15,141−10.0% | Reduced |
| True Blue (BVI) Ltd | 135,620 | $65.6M | 28.22% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 135,600 | $65.6M | 6.39% | +1,833+1.4% | Added |
| Bellevue Asset Management, LLC | 135,538 | $65.5M | 31.67% | −1,318−1.0% | Reduced |
| V-Square Quantitative Management LLC | 135,466 | $65.5M | 6.81% | −14,563−9.7% | Reduced |
| Sigma Planning Corp | 135,011 | $65.4M | 1.81% | +340+0.3% | Added |
| Penobscot Investment Management Company, Inc. | 134,970 | $65.3M | 4.91% | −1,206−0.9% | Reduced |
| Stony Point Capital LLC | 134,424 | $65.0M | 4.79% | +3,377+2.6% | Added |
| Osborne Partners Capital Management, LLC | 134,267 | $64.9M | 3.34% | −3,223−2.3% | Reduced |
| Moore Capital Management, LP | 134,016 | $64.8M | 1.32% | −347,092−72.1% | Reduced |
| Stonebridge Capital Advisors LLC | 133,986 | $64.8M | 4.49% | +2,342+1.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 133,930 | $64.8M | 2.26% | −1,472−1.1% | Reduced |
| Silicon Valley Capital Partners | 133,833 | $64.7M | 5.89% | +23,821+21.7% | Added |
| Alua Capital Management LP | 133,000 | $64.3M | 4.77% | +43,700+48.9% | Added |
| Wendell David Associates Inc | 132,979 | $64.3M | 6.53% | −615−0.5% | Reduced |
| GW Henssler & Associates Ltd | 132,659 | $64.2M | 3.09% | −4,626−3.4% | Reduced |
| Evoke Wealth, LLC | 131,925 | $63.8M | 1.23% | +3,129+2.4% | Added |
| Academy Capital Management Inc | 131,339 | $63.5M | 8.44% | −796−0.6% | Reduced |
| Wedge Capital Management L L P | 131,115 | $63.4M | 1.14% | −9,208−6.6% | Reduced |
| Albion Financial Group | 131,109 | $63.4M | 3.95% | −8,357−6.0% | Reduced |
| Seven Grand Managers, LLC | 131,000 | $63.4M | 4.82% | +56,000+74.7% | Added |
| Baxter Bros Inc | 130,566 | $63.1M | 7.31% | −2,595−1.9% | Reduced |
| One Capital Management, LLC | 130,200 | $63.0M | 1.90% | +5,011+4.0% | Added |
| Equitable Trust Co | 130,171 | $63.0M | 2.81% | −1,839−1.4% | Reduced |
| Parsons Capital Management Inc | 129,947 | $62.8M | 3.45% | −100.0% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $62.8M | 1.95% | 00.0% | Unchanged |
| Burns J W & Co Inc | 128,570 | $62.2M | 6.88% | −652−0.5% | Reduced |
| PFG Investments, LLC | 128,224 | $62.0M | 2.92% | +3,189+2.6% | Added |
| Palisade Asset Management, LLC | 128,188 | $62.0M | 6.04% | −3,916−3.0% | Reduced |
| Addenda Capital Inc. | 127,649 | $61.7M | 1.81% | −3,291−2.5% | Reduced |
| KMG Fiduciary Partners, LLC | 127,557 | $61.7M | 4.39% | −2,603−2.0% | Reduced |
| Hilltop Holdings Inc. | 125,974 | $60.9M | 3.66% | −6,277−4.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 125,782 | $60.8M | 4.84% | +16,116+14.7% | Added |
| Gillespie Robinson & Grimm Inc | 125,269 | $60.6M | 4.25% | −746−0.6% | Reduced |
| Capital Analysts, LLC | 125,079 | $60.5M | 1.67% | +79+0.1% | Added |
| Callahan Advisors, LLC | 124,699 | $60.3M | 4.96% | −40.0% | Reduced |
| WCG Wealth Advisors LLC | 124,545 | $60.2M | 1.69% | +58,365+88.2% | Added |
| Steel Peak Wealth Management LLC | 124,447 | $60.2M | 1.98% | −37,365−23.1% | Reduced |
| Auto-Owners Insurance Co | 124,305 | $60.1M | 1.26% | +17,452+16.3% | Added |
| Bank of Hawaii | 124,299 | $60.1M | 2.97% | +6,224+5.3% | Added |
| Van Cleef Asset Management,Inc | 124,132 | $60.0M | 6.09% | −1,096−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 123,959 | $59.9M | 0.16% | −6,596−5.1% | Reduced |
| New Age Alpha Advisors, LLC | 123,829 | $59.9M | 2.59% | −44,740−26.5% | Reduced |
| Petredis Investment Advisors LLC | 123,631 | $59.8M | 4.69% | −1,594−1.3% | Reduced |
| IFP Advisors, Inc | 123,579 | $59.8M | 1.34% | +15,959+14.8% | Added |
| Philadelphia Trust Co | 123,296 | $59.6M | 4.11% | −3,250−2.6% | Reduced |
| Atomi Financial Group, Inc. | 123,045 | $59.5M | 1.76% | +10,482+9.3% | Added |
| Mount Yale Investment Advisors, LLC | 122,875 | $59.4M | 2.86% | +47,495+63.0% | Added |
| Frank, Rimerman Advisors LLC | 122,864 | $59.4M | 3.77% | +1,831+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 122,602 | $59.3M | 1.55% | +1,449+1.2% | Added |