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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 89,538 | $43.3M | 1.26% | −95,641−51.6% | Reduced |
| Leavell Investment Management, Inc. | 89,044 | $43.1M | 1.79% | −2,232−2.4% | Reduced |
| Exor Capital LLP | 88,837 | $43.0M | 0.76% | +15,814+21.7% | Added |
| CapWealth Advisors, LLC | 88,742 | $42.9M | 2.94% | −3,197−3.5% | Reduced |
| Managed Asset Portfolios, LLC | 88,712 | $42.9M | 5.18% | −983−1.1% | Reduced |
| Journey Advisory Group, LLC | 88,462 | $42.8M | 3.60% | −2,980−3.3% | Reduced |
| Allen Operations LLC | 88,383 | $42.7M | 5.35% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 88,328 | $42.7M | 4.07% | −553−0.6% | Reduced |
| Marco Investment Management LLC | 88,327 | $42.7M | 3.21% | +252+0.3% | Added |
| Randolph Co Inc | 87,915 | $42.5M | 4.08% | +163+0.2% | Added |
| Fideuram Asset Management (Ireland) dac | 101,976 | $42.4M | 3.40% | +101,976 | New |
| Cambient Family Office, LLC | 87,758 | $42.4M | 6.06% | +87,758 | New |
| Milestones Administradora de Recursos Ltda. | 87,675 | $42.4M | 14.00% | −1,400−1.6% | Reduced |
| Renaissance Group LLC | 87,585 | $42.4M | 1.70% | −3,664−4.0% | Reduced |
| Overbrook Management Corp | 87,535 | $42.3M | 7.31% | +2,384+2.8% | Added |
| ICICI Prudential Asset Management Co Ltd | 87,514 | $42.3M | 4.95% | +1,608+1.9% | Added |
| Mirova | 87,459 | $42.3M | 6.10% | +271+0.3% | Added |
| Resources Management Corp | 87,090 | $42.1M | 5.46% | −560−0.6% | Reduced |
| First Nebraska Trust Co | 87,051 | $42.1M | 3.85% | +1,657+1.9% | Added |
| Fukoku Mutual Life Insurance Co | 86,861 | $42.0M | 2.76% | −3,055−3.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 86,219 | $41.7M | 2.87% | +1,867+2.2% | Added |
| Covington Investment Advisors Inc. | 85,888 | $41.5M | 5.68% | −8,191−8.7% | Reduced |
| GM Advisory Group, Inc. | 85,750 | $41.5M | 1.62% | +17,460+25.6% | Added |
| Jacobs & Co | 85,648 | $41.4M | 3.91% | −1,165−1.3% | Reduced |
| Wallington Asset Management, LLC | 85,460 | $41.3M | 5.24% | −389−0.5% | Reduced |
| Belpointe Asset Management LLC | 85,370 | $41.3M | 1.49% | +1,359+1.6% | Added |
| Schmidt P J Investment Management Inc | 85,342 | $41.3M | 6.71% | −1,066−1.2% | Reduced |
| Rheos Capital Works Inc. | 85,300 | $41.3M | 2.64% | −22,500−20.9% | Reduced |
| Lakeside Advisors, INC. | 84,998 | $41.1M | 26.29% | −784−0.9% | Reduced |
| Cypress Capital Group | 84,867 | $41.0M | 4.60% | +12,632+17.5% | Added |
| International Assets Investment Management, LLC | 84,823 | $41.0M | 2.81% | −1,310−1.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 84,786 | $41.0M | 3.94% | −1,344−1.6% | Reduced |
| Bank of Nova Scotia Trust Co | 84,570 | $40.9M | 3.56% | +1,362+1.6% | Added |
| TenCore Partners, LP | 84,461 | $40.8M | 20.88% | −9,080−9.7% | Reduced |
| Value Partners Investments Inc. | 84,412 | $40.8M | 3.13% | +1,251+1.5% | Added |
| Pennant Investors, LP | 84,400 | $40.8M | 9.94% | −10,200−10.8% | Reduced |
| Blacksheep Fund Management Ltd | 84,280 | $40.8M | 16.57% | +84,280 | New |
| Blue Grotto Capital, LLC | 84,252 | $40.7M | 4.19% | +84,252 | New |
| Defiance ETFs, LLC | 83,459 | $40.7M | 1.33% | +83,459 | New |
| Goelzer Investment Management, Inc. | 84,072 | $40.7M | 1.89% | +995+1.2% | Added |
| St Germain D J Co Inc | 83,866 | $40.6M | 1.58% | +837+1.0% | Added |
| Avestar Capital, LLC | 83,848 | $40.6M | 2.79% | +2,167+2.7% | Added |
| Nations Financial Group Inc, | 83,744 | $40.5M | 2.13% | +10,254+14.0% | Added |
| Algert Global LLC | 83,689 | $40.5M | 0.63% | +12,425+17.4% | Added |
| Pictet North America Advisors SA | 83,972 | $40.4M | 3.84% | −2,320−2.7% | Reduced |
| Sky Investment Group LLC | 83,601 | $40.4M | 6.68% | +145+0.2% | Added |
| Ironwood Investment Counsel, LLC | 83,523 | $40.4M | 5.64% | −2,174−2.5% | Reduced |
| Hunter Associates Investment Management LLC | 83,477 | $40.4M | 5.40% | −480−0.6% | Reduced |
| NFJ Investment Group, LLC | 83,417 | $40.3M | 1.46% | +23,627+39.5% | Added |
| Integrated Advisors Network LLC | 83,014 | $40.1M | 1.78% | −2,299−2.7% | Reduced |
| Howe & Rusling Inc | 83,006 | $40.1M | 2.66% | +1,130+1.4% | Added |
| Rings Capital Management LLC | 83,000 | $40.1M | 19.95% | 00.0% | Unchanged |
| CSM Advisors, LLC | 82,944 | $40.1M | 1.09% | +4,331+5.5% | Added |
| Ithaka Group LLC | 82,789 | $40.0M | 7.14% | +1,133+1.4% | Added |
| Cullen Investment Group, Ltd. | 83,479 | $40.0M | 5.19% | −4,758−5.4% | Reduced |
| Arvest Bank Trust Division | 82,654 | $40.0M | 2.16% | +6,734+8.9% | Added |
| ARS Wealth Advisors Group, LLC | 82,572 | $39.9M | 3.60% | +619+0.8% | Added |
| Trust Asset Management LLC | 82,545 | $39.9M | 2.72% | −3,069−3.6% | Reduced |
| Edge Wealth Management LLC | 82,266 | $39.8M | 7.02% | −592−0.7% | Reduced |
| SP Asset Management LLC | 82,195 | $39.8M | 3.14% | −850−1.0% | Reduced |
| Culbertson A N & Co Inc | 81,982 | $39.6M | 5.44% | −198−0.2% | Reduced |
| Fagan Associates, Inc. | 81,762 | $39.5M | 5.27% | −305−0.4% | Reduced |
| Nemes Rush Group LLC | 81,707 | $39.5M | 3.72% | −173−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 81,611 | $39.5M | 9.94% | +215+0.3% | Added |
| Ibex Wealth Advisors | 81,199 | $39.3M | 3.85% | +11,313+16.2% | Added |
| Mirabaud & Cie SA | 81,159 | $39.3M | 12.65% | −2,068−2.5% | Reduced |
| River Wealth Advisors LLC | 81,133 | $39.2M | 4.40% | −778−0.9% | Reduced |
| Griffin Asset Management, Inc. | 81,129 | $39.2M | 4.25% | +3,334+4.3% | Added |
| AlTi Global, Inc. | 81,118 | $39.2M | 0.84% | −2,598−3.1% | Reduced |
| Progressive Investment Management Corp | 80,649 | $39.0M | 9.33% | −680−0.8% | Reduced |
| Longbow Finance SA | 80,530 | $38.9M | 6.59% | −62,288−43.6% | Reduced |
| De Burlo Group Inc | 80,424 | $38.9M | 4.72% | −135−0.2% | Reduced |
| First National Advisers, LLC | 80,236 | $38.8M | 5.34% | −1,940−2.4% | Reduced |
| Hillman Co | 80,136 | $38.8M | 13.44% | 00.0% | Unchanged |
| MKP Capital Management, L.L.C. | 80,000 | $38.7M | 1.38% | −160,800−66.8% | Reduced |
| Central Securities Corp | 80,000 | $38.7M | 3.11% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $38.7M | 19.63% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 79,799 | $38.6M | 4.02% | +3,789+5.0% | Added |
| Harbour Investments, Inc. | 79,795 | $38.6M | 0.78% | +11,898+17.5% | Added |
| Professional Advisory Services Inc | 79,727 | $38.6M | 5.00% | +1,573+2.0% | Added |
| LaFleur & Godfrey LLC | 79,687 | $38.5M | 4.67% | −1,359−1.7% | Reduced |
| Walleye Trading LLC | 79,561 | $38.5M | 0.62% | +35,796+81.8% | Added |
| Larson Financial Group LLC | 79,542 | $38.5M | 1.29% | −1,957−2.4% | Reduced |
| LS Investment Advisors, LLC | 79,516 | $38.5M | 5.39% | −398−0.5% | Reduced |
| Spirepoint Private Client, LLC | 79,362 | $38.4M | 3.67% | +5,242+7.1% | Added |
| Davy Global Fund Management Ltd | 78,868 | $38.1M | 2.63% | −13,665−14.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 78,804 | $38.1M | 2.23% | −2,095−2.6% | Reduced |
| Amiral Gestion | 78,719 | $38.1M | 14.00% | +2,069+2.7% | Added |
| 1st Source Bank | 78,301 | $37.9M | 1.99% | −3,568−4.4% | Reduced |
| Oxbow Advisors, LLC | 78,151 | $37.8M | 3.32% | −291−0.4% | Reduced |
| Courier Capital LLC | 78,068 | $37.8M | 2.12% | −2,772−3.4% | Reduced |
| Banco BTG Pactual S.A. | 78,008 | $37.7M | 6.68% | +2,380+3.1% | Added |
| Evolve Private Wealth, LLC | 77,948 | $37.7M | 2.23% | +77,948 | New |
| Checchi Capital Advisers, LLC | 77,614 | $37.5M | 2.55% | −2,950−3.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 77,603 | $37.5M | 1.85% | +8,340+12.0% | Added |
| Abner Herrman & Brock LLC | 77,600 | $37.5M | 3.83% | −837−1.1% | Reduced |
| Independence Bank of Kentucky | 77,513 | $37.5M | 4.66% | +3,072+4.1% | Added |
| Wedgewood Partners Inc | 77,496 | $37.5M | 7.00% | −1,712−2.2% | Reduced |
| Canandaigua National Bank & Trust Co | 77,460 | $37.5M | 3.36% | −7,831−9.2% | Reduced |
| Pennsylvania Capital Management Inc | 77,344 | $37.4M | 10.24% | −93−0.1% | Reduced |