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 |
|---|---|---|---|---|---|
| Terry L. Blaker | 105,166 | $50.9M | 1.88% | +2,598+2.5% | Added |
| United Asset Strategies, Inc. | 105,120 | $50.8M | 3.92% | +2,230+2.2% | Added |
| Ronald Blue Trust, Inc. | 105,090 | $50.8M | 0.57% | −1,277−1.2% | Reduced |
| National Asset Management, Inc. | 105,075 | $50.8M | 2.40% | −6,587−5.9% | Reduced |
| Wealthcare Advisory Partners LLC | 104,969 | $50.8M | 1.00% | +8,968+9.3% | Added |
| Thoroughbred Financial Services, LLC | 104,707 | $50.6M | 3.00% | +650+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 104,617 | $50.6M | 2.52% | +6,900+7.1% | Added |
| Caption Management, LLC | 104,200 | $50.4M | 2.22% | +104,200 | New |
| Essex Financial Services, Inc. | 104,160 | $50.4M | 2.87% | −2,079−2.0% | Reduced |
| Two Creeks Capital Management, LP | 103,980 | $50.3M | 4.12% | +26,466+34.1% | Added |
| Anchor Investment Management, LLC | 103,953 | $50.3M | 4.09% | +893+0.9% | Added |
| Twin Capital Management Inc | 103,928 | $50.3M | 6.24% | −1,367−1.3% | Reduced |
| Cornerstone Capital, Inc. | 103,716 | $50.2M | 4.95% | −220.0% | Reduced |
| Heritage Trust Co | 102,894 | $49.8M | 5.06% | −660−0.6% | Reduced |
| Geneos Wealth Management Inc. | 102,806 | $49.7M | 1.22% | +2,400+2.4% | Added |
| Titan Investment Solutions Ltd | 102,749 | $49.7M | 5.98% | +102,749 | New |
| Diversify Advisory Services, LLC | 108,012 | $49.7M | 1.57% | −13,042−10.8% | Reduced |
| Apella Capital, LLC | 102,628 | $49.6M | 0.98% | +18,885+22.6% | Added |
| Te Ahumairangi Investment Management Ltd | 102,509 | $49.6M | 8.88% | +4,852+5.0% | Added |
| Manitou Investment Management Ltd. | 102,332 | $49.5M | 8.67% | −357−0.3% | Reduced |
| Archon Partners LLC | 102,000 | $49.3M | 5.16% | 00.0% | Unchanged |
| Laurion Capital Management LP | 102,000 | $49.3M | 3.36% | +96,885+1,894.1% | Added |
| Means Investment Co., Inc. | 101,691 | $49.2M | 4.14% | +2,084+2.1% | Added |
| Greenwood Gearhart Inc | 101,388 | $49.0M | 2.70% | −285−0.3% | Reduced |
| Lynch & Associates | 101,334 | $49.0M | 9.27% | −757−0.7% | Reduced |
| Dock Street Asset Management Inc | 100,993 | $48.8M | 4.47% | −9,143−8.3% | Reduced |
| Kovack Advisors, Inc. | 100,847 | $48.8M | 2.31% | +49,263+95.5% | Added |
| Blue Chip Partners, Inc. | 100,803 | $48.8M | 3.54% | +593+0.6% | Added |
| Gladstone Institutional Advisory LLC | 100,135 | $48.4M | 1.83% | +5,195+5.5% | Added |
| CapitalatWork S.A. | 100,056 | $48.4M | 1.48% | +14,230+16.6% | Added |
| American National Bank | 98,928 | $47.8M | 4.52% | +240.0% | Added |
| Weatherly Asset Management L. P. | 98,759 | $47.8M | 3.68% | −1,334−1.3% | Reduced |
| Cornerstone Wealth Group, LLC | 98,751 | $47.8M | 3.27% | +6,328+6.8% | Added |
| PEAK6 LLC | 98,611 | $47.7M | 1.30% | +55,125+126.8% | Added |
| Quest Investment Management LLC | 98,459 | $47.6M | 5.13% | −4,265−4.2% | Reduced |
| Barlow Wealth Partners, Inc. | 99,304 | $47.6M | 5.14% | +1,048+1.1% | Added |
| Harbor Investment Advisory, LLC | 152,063 | $47.6M | 3.58% | +4,905+3.3% | Added |
| Auxier Asset Management | 98,226 | $47.5M | 6.68% | −2,379−2.4% | Reduced |
| Angeles Wealth Management, LLC | 98,172 | $47.5M | 2.62% | +9,044+10.1% | Added |
| Wedbush Fund Advisers, LLC | 98,124 | $47.5M | 4.91% | +98,124 | New |
| Rossmore Private Capital | 98,124 | $47.5M | 4.25% | +4,933+5.3% | Added |
| Trybe Capital Management LP | 98,027 | $47.4M | 8.52% | +6,920+7.6% | Added |
| CenterBook Partners LP | 97,900 | $47.3M | 2.31% | +35,478+56.8% | Added |
| Insigneo Advisory Services, LLC | 97,890 | $47.3M | 3.40% | +2,428+2.5% | Added |
| Clarkston Capital Partners, LLC | 97,699 | $47.2M | 1.09% | −882−0.9% | Reduced |
| WestEnd Advisors, LLC | 97,520 | $47.2M | 1.10% | −3,886−3.8% | Reduced |
| Johnson Financial Group, Inc. | 97,514 | $47.2M | 1.77% | −6,617−6.4% | Reduced |
| Knollwood Investment Advisory, LLC | 97,421 | $47.1M | 4.42% | +6,072+6.6% | Added |
| Moran Wealth Management, LLC | 96,999 | $46.9M | 1.44% | −10,204−9.5% | Reduced |
| TruWealth Advisors, LLC | 96,787 | $46.8M | 2.29% | +1,207+1.3% | Added |
| Sawgrass Asset Management LLC | 96,602 | $46.7M | 5.84% | +1,140+1.2% | Added |
| Constitution Capital LLC | 96,213 | $46.5M | 22.00% | −24,961−20.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 96,199 | $46.5M | 3.66% | +10,907+12.8% | Added |
| Intesa Sanpaolo Wealth Management | 96,190 | $46.5M | 9.62% | +96,190 | New |
| Simmons Bank | 96,004 | $46.4M | 3.10% | −2,209−2.2% | Reduced |
| North Star Investment Management Corp. | 95,719 | $46.3M | 2.90% | +1,884+2.0% | Added |
| Nellore Capital Management LLC | 95,700 | $46.3M | 5.18% | −31,000−24.5% | Reduced |
| Lee Danner & Bass Inc | 95,316 | $46.1M | 3.30% | +1,540+1.6% | Added |
| Keystone Investors Pte Ltd | 95,180 | $46.0M | 4.13% | +32,122+50.9% | Added |
| Thompson Siegel & Walmsley LLC | 95,146 | $46.0M | 0.77% | +111+0.1% | Added |
| Bath Savings Trust Co | 94,909 | $45.9M | 4.58% | −455−0.5% | Reduced |
| Penserra Capital Management LLC | 94,544 | $45.7M | 0.54% | +24,091+34.2% | Added |
| Financial Engines Advisors L.L.C. | 94,434 | $45.7M | 0.09% | −9,408−9.1% | Reduced |
| Blue Fin Capital, Inc. | 94,288 | $45.6M | 7.07% | −2,723−2.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 94,025 | $45.5M | 4.04% | +47,969+104.2% | Added |
| Westerkirk Capital Inc. | 93,847 | $45.4M | 4.42% | +20,683+28.3% | Added |
| Bridgeway Capital Management, LLC | 93,789 | $45.4M | 0.95% | +5,329+6.0% | Added |
| Groupe des Assurances du Credit Mutuel | 93,600 | $45.3M | 15.35% | +93,600 | New |
| ProVise Management Group, LLC | 93,590 | $45.3M | 3.22% | +1,277+1.4% | Added |
| Fundamentun, LLC | 93,527 | $45.2M | 1.81% | +817+0.9% | Added |
| Smithbridge Asset Management Inc | 93,203 | $45.1M | 3.85% | +33,487+56.1% | Added |
| Kingswood Wealth Advisors, LLC | 93,175 | $45.1M | 2.18% | +22,183+31.2% | Added |
| Forum Financial Management, LP | 92,945 | $44.9M | 0.58% | +2,288+2.5% | Added |
| Coronation Fund Managers Ltd. | 92,813 | $44.9M | 2.01% | +3,549+4.0% | Added |
| Ardmore Road Asset Management LP | 92,765 | $44.9M | 3.40% | +41,765+81.9% | Added |
| Sound View Wealth Advisors Group, LLC | 92,746 | $44.9M | 3.01% | +167+0.2% | Added |
| Maxi Investments CY Ltd | 92,580 | $44.8M | 8.14% | +67,800+273.6% | Added |
| RWWM, Inc. | 92,400 | $44.7M | 3.07% | −441−0.5% | Reduced |
| One Wealth Capital Management, LLC | 92,357 | $44.7M | 19.02% | +194+0.2% | Added |
| Palisade Capital Management LLC | 92,256 | $44.6M | 1.32% | +1,803+2.0% | Added |
| Lyell Wealth Management, LP | 92,149 | $44.6M | 3.23% | +5,036+5.8% | Added |
| Icon Wealth Advisors, LLC | 91,304 | $44.5M | 2.96% | −803−0.9% | Reduced |
| Smithfield Trust Co | 91,818 | $44.4M | 1.96% | +718+0.8% | Added |
| Columbus Hill Capital Management, L.P. | 91,788 | $44.4M | 6.25% | −1,616−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 91,769 | $44.4M | 5.97% | −168−0.2% | Reduced |
| Mather Group, LLC. | 91,738 | $44.4M | 0.46% | +830+0.9% | Added |
| SlateStone Wealth, LLC | 91,580 | $44.3M | 3.71% | +1,518+1.7% | Added |
| Unio Capital LLC | 91,442 | $44.2M | 8.32% | +25,245+38.1% | Added |
| Invictus Private Wealth, LLC | 91,302 | $44.2M | 2.67% | +531+0.6% | Added |
| Tamar Securities, LLC | 91,144 | $44.1M | 4.66% | +1,141+1.3% | Added |
| Verdence Capital Advisors LLC | 91,104 | $44.1M | 2.61% | −1,738−1.9% | Reduced |
| VestGen Advisors, LLC | 90,780 | $43.9M | 1.87% | −20,177−18.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,761 | $43.9M | 4.50% | −294−0.3% | Reduced |
| Columbia Asset Management | 90,169 | $43.6M | 7.75% | −1,766−1.9% | Reduced |
| Western Wealth Management, LLC | 90,108 | $43.6M | 2.01% | +7,617+9.2% | Added |
| BIT Capital GmbH | 90,092 | $43.6M | 1.90% | +14,845+19.7% | Added |
| 3G Capital Partners LP | 90,000 | $43.5M | 10.26% | +55,000+157.1% | Added |
| Fiduciary Group LLC | 89,857 | $43.5M | 3.65% | −1,245−1.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 89,673 | $43.4M | 2.97% | −6,422−6.7% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $43.4M | 2.99% | 00.0% | Unchanged |