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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 122,460 | $59.2M | 1.44% | −393−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 122,288 | $59.1M | 0.57% | +1,787+1.5% | Added |
| Pittenger & Anderson Inc | 122,221 | $59.1M | 2.27% | +455+0.4% | Added |
| Coalescence Partners Investment Management, LP | 121,936 | $59.0M | 13.89% | +25,562+26.5% | Added |
| united american securities inc. (d/b/a uas asset management) | 121,764 | $58.9M | 12.42% | +176+0.1% | Added |
| Fulton Bank, N.A. | 121,669 | $58.8M | 2.03% | +4,456+3.8% | Added |
| Hoey Investments, Inc | 121,165 | $58.6M | 7.95% | −424−0.3% | Reduced |
| Kimelman & Baird, LLC | 121,094 | $58.6M | 4.50% | −1,144−0.9% | Reduced |
| TD Private Client Wealth LLC | 121,067 | $58.6M | 1.25% | −343−0.3% | Reduced |
| Founders Capital Management, LLC | 120,429 | $58.2M | 8.65% | −1,087−0.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 119,221 | $58.1M | 5.52% | −3,914−3.2% | Reduced |
| Tran Capital Management, L.P. | 120,170 | $58.1M | 6.96% | −4,074−3.3% | Reduced |
| TRB Advisors LP | 120,000 | $58.0M | 13.59% | 00.0% | Unchanged |
| Novare Capital Management LLC | 119,756 | $57.9M | 4.34% | +78+0.1% | Added |
| BTC Capital Management, Inc. | 119,630 | $57.9M | 4.04% | +4,367+3.8% | Added |
| Greenbrier Partners Capital Management, LLC | 119,686 | $57.9M | 3.88% | −157−0.1% | Reduced |
| Alps Advisors Inc | 119,577 | $57.8M | 0.34% | −1,675−1.4% | Reduced |
| Alberta Investment Management Corp | 119,286 | $57.7M | 0.35% | +14,063+13.4% | Added |
| Hamilton Capital Partners Inc. | 118,825 | $57.5M | 2.11% | +7,754+7.0% | Added |
| Spinnaker Trust | 118,642 | $57.4M | 3.07% | +2,948+2.5% | Added |
| Grace & Mercy Foundation, Inc. | 118,530 | $57.3M | 12.95% | 00.0% | Unchanged |
| Armistice Capital, LLC | 118,337 | $57.2M | 1.40% | +31,092+35.6% | Added |
| Chicago Partners Investment Group LLC | 122,695 | $57.2M | 1.41% | +1,287+1.1% | Added |
| Itau Unibanco Holding S.A. | 117,928 | $57.0M | 1.41% | +22,400+23.4% | Added |
| Joel Isaacson & Co., LLC | 117,913 | $57.0M | 1.88% | +11,714+11.0% | Added |
| Appleton Partners Inc | 117,451 | $56.8M | 3.74% | +118+0.1% | Added |
| Papp L Roy & Associates | 117,289 | $56.7M | 6.27% | −1,795−1.5% | Reduced |
| Applied Finance Capital Management, LLC | 117,205 | $56.7M | 4.06% | +180+0.2% | Added |
| Sora Investors LLC | 117,186 | $56.7M | 4.88% | +48,619+70.9% | Added |
| First Horizon Corp | 117,139 | $56.7M | 2.53% | −192−0.2% | Reduced |
| Jag Capital Management, LLC | 116,841 | $56.5M | 6.14% | −2,064−1.7% | Reduced |
| FourThought Financial Partners, LLC | 116,821 | $56.5M | 4.77% | +1,915+1.7% | Added |
| Sagespring Wealth Partners, LLC | 116,462 | $56.3M | 1.02% | +1,825+1.6% | Added |
| Auxano Advisors, LLC | 116,287 | $56.2M | 11.11% | −3,531−2.9% | Reduced |
| Fiduciary Alliance LLC | 116,194 | $56.2M | 3.67% | −2,994−2.5% | Reduced |
| Smartleaf Asset Management LLC | 114,768 | $55.9M | 2.12% | +17,131+17.5% | Added |
| Trust Co of Virginia | 115,474 | $55.8M | 4.51% | −120−0.1% | Reduced |
| Amussen Hunsaker Associates LLC | 115,242 | $55.7M | 5.71% | −645−0.6% | Reduced |
| Amica Mutual Insurance Co | 115,225 | $55.7M | 4.85% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 115,205 | $55.7M | 2.47% | +7,332+6.8% | Added |
| Tompkins Financial Corp | 115,043 | $55.6M | 4.33% | −2,360−2.0% | Reduced |
| ADAPT Investment Managers SA | 114,825 | $55.5M | 11.23% | +79,225+222.5% | Added |
| Jain Global LLC | 113,998 | $55.1M | 0.54% | +59,783+110.3% | Added |
| Carret Asset Management, LLC | 113,884 | $55.1M | 5.23% | −1,176−1.0% | Reduced |
| McMillan Office, Inc. | 113,863 | $55.1M | 6.63% | +113,863 | New |
| Syon Capital LLC | 113,853 | $55.1M | 2.75% | +5,980+5.5% | Added |
| Fidelis Capital Partners, LLC | 113,656 | $55.0M | 3.99% | +4,996+4.6% | Added |
| Vantage Investment Partners, LLC | 113,638 | $55.0M | 3.67% | −987−0.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 113,455 | $54.9M | 3.37% | +582+0.5% | Added |
| Summit Partners Public Asset Management, LLC | 113,163 | $54.7M | 1.54% | −9,570−7.8% | Reduced |
| Willis Investment Counsel | 113,070 | $54.7M | 2.83% | +2,246+2.0% | Added |
| Principle Wealth Partners LLC | 112,960 | $54.6M | 3.08% | +1,567+1.4% | Added |
| King Wealth | 112,912 | $54.6M | 6.58% | +1,445+1.3% | Added |
| Kiley Juergens Wealth Management, LLC | 112,898 | $54.6M | 11.79% | −155−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 112,861 | $54.6M | 9.67% | −3,019−2.6% | Reduced |
| Morningstar Investment Management LLC | 112,681 | $54.5M | 3.22% | −50,462−30.9% | Reduced |
| Coerente Capital Management | 112,598 | $54.5M | 9.94% | +2,155+2.0% | Added |
| Wellington Shields Capital Management, LLC | 112,309 | $54.3M | 7.92% | +7,393+7.0% | Added |
| PKO Investment Management Joint-Stock Co | 112,000 | $54.2M | 4.32% | +2,000+1.8% | Added |
| DuPont Capital Management Corp | 111,828 | $54.1M | 6.10% | −12,138−9.8% | Reduced |
| Ledyard National Bank | 111,734 | $54.0M | 4.66% | −4,270−3.7% | Reduced |
| Visionary Wealth Advisors | 111,620 | $54.0M | 2.44% | +424+0.4% | Added |
| Savvy Advisors, Inc. | 111,477 | $53.9M | 1.74% | +21,190+23.5% | Added |
| S-Bank Fund Management Ltd | 111,411 | $53.9M | 6.99% | −4,244−3.7% | Reduced |
| Wilsey Asset Management Inc | 111,325 | $53.8M | 8.36% | 00.0% | Unchanged |
| Stillwater Capital Advisors, LLC | 111,207 | $53.8M | 5.78% | −70.0% | Reduced |
| Chescapmanager LLC | 110,892 | $53.6M | 8.85% | −10,000−8.3% | Reduced |
| Schnieders Capital Management, LLC. | 110,837 | $53.6M | 8.35% | −258−0.2% | Reduced |
| Wedmont Private Capital | 110,319 | $53.3M | 1.85% | −2,417−2.1% | Reduced |
| Mizuho Markets Americas LLC | 110,000 | $53.2M | 1.14% | −40,000−26.7% | Reduced |
| Capital Investment Services of America, Inc. | 109,990 | $53.2M | 5.02% | −4,721−4.1% | Reduced |
| Van Hulzen Asset Management, LLC | 109,750 | $53.1M | 3.90% | +1,685+1.6% | Added |
| Journey Strategic Wealth LLC | 109,341 | $52.9M | 1.39% | −972−0.9% | Reduced |
| CX Institutional | 109,200 | $52.8M | 1.58% | −2,746−2.5% | Reduced |
| Shufro Rose & Co LLC | 109,146 | $52.8M | 3.57% | +1,555+1.4% | Added |
| MidFirst Bank | 109,096 | $52.8M | 4.20% | +109,096 | New |
| Mark Asset Management LP | 109,045 | $52.7M | 5.91% | +10,462+10.6% | Added |
| SCS Capital Management LLC | 108,592 | $52.5M | 0.56% | −5,614−4.9% | Reduced |
| German American Bancorp, Inc. | 108,542 | $52.5M | 4.47% | −893−0.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 108,493 | $52.5M | 0.94% | +5,428+5.3% | Added |
| Beaumont Financial Advisors, LLC | 108,352 | $52.4M | 3.45% | −13,906−11.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 108,322 | $52.4M | 2.97% | −4,838−4.3% | Reduced |
| Circle Wealth Management, LLC | 108,306 | $52.4M | 0.81% | +476+0.4% | Added |
| Martingale Asset Management L P | 108,149 | $52.3M | 1.33% | −2,229−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 108,023 | $52.2M | 5.95% | −512−0.5% | Reduced |
| Bensler, LLC | 107,930 | $52.2M | 5.23% | +769+0.7% | Added |
| Aaron Wealth Advisors | 107,077 | $51.8M | 2.88% | +7,460+7.5% | Added |
| Zions Bancorporation, National Association | 106,838 | $51.7M | 2.39% | +5,203+5.1% | Added |
| RAM Investment Partners, LLC | 106,755 | $51.6M | 9.34% | −1,526−1.4% | Reduced |
| Coastline Trust Co | 106,657 | $51.6M | 4.85% | +10,931+11.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 106,643 | $51.6M | 6.46% | +3,293+3.2% | Added |
| McIlrath & Eck, LLC | 106,416 | $51.5M | 4.78% | +66,151+164.3% | Added |
| Anderson Hoagland & Co | 106,355 | $51.4M | 4.43% | −2,182−2.0% | Reduced |
| AlphaCore Capital LLC | 106,055 | $51.3M | 1.15% | +26,423+33.2% | Added |
| Linscomb & Williams, Inc. | 105,739 | $51.1M | 2.15% | −1,272−1.2% | Reduced |
| Rollins Financial Advisors, LLC | 105,644 | $51.1M | 7.50% | −1,907−1.8% | Reduced |
| Orion Investment Co | 105,549 | $51.0M | 15.63% | +370.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 105,525 | $51.0M | 1.14% | +72,928+223.7% | Added |
| Alerus Financial NA | 105,445 | $51.0M | 2.49% | +573+0.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 105,297 | $50.9M | 9.17% | −525−0.5% | Reduced |