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 |
|---|---|---|---|---|---|
| Iyo Bank, Ltd. | 77,222 | $37.3M | 11.92% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 77,205 | $37.3M | 0.55% | −2,811−3.5% | Reduced |
| BBR Partners, LLC | 77,160 | $37.3M | 2.00% | +483+0.6% | Added |
| Fulcrum Capital LLC | 77,012 | $37.2M | 7.48% | +882+1.2% | Added |
| Northside Capital Management, LLC | 76,897 | $37.2M | 3.23% | +11,110+16.9% | Added |
| Verity & Verity, LLC | 76,673 | $37.1M | 2.88% | +857+1.1% | Added |
| Clearline Capital LP | 76,117 | $36.8M | 2.77% | +44,606+141.6% | Added |
| Foyston, Gordon, & Payne Inc | 76,076 | $36.8M | 8.02% | +670+0.9% | Added |
| Absher Wealth Management, LLC | 76,038 | $36.8M | 4.36% | −1,916−2.5% | Reduced |
| StoneX Group Inc. | 75,929 | $36.8M | 1.60% | +263+0.3% | Added |
| Jasper Ridge Partners, L.P. | 75,886 | $36.7M | 0.81% | −205−0.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 75,851 | $36.7M | 7.11% | −578−0.8% | Reduced |
| Charter Trust Co | 75,809 | $36.7M | 2.12% | −729−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 75,792 | $36.7M | 2.30% | +578+0.8% | Added |
| Clarity Financial LLC | 75,753 | $36.6M | 3.39% | +4,240+5.9% | Added |
| Cardinal Capital Management, Inc. | 55,217 | $36.6M | 0.82% | +54,287+5,837.3% | Added |
| Sunbelt Securities, Inc. | 75,737 | $36.6M | 2.44% | +1,065+1.4% | Added |
| Coastal Bridge Advisors, LLC | 75,673 | $36.6M | 2.74% | +311+0.4% | Added |
| Nexus Investment Management ULC | 75,652 | $36.6M | 4.99% | −1,025−1.3% | Reduced |
| Qtron Investments LLC | 75,603 | $36.6M | 4.75% | −7,443−9.0% | Reduced |
| DSG Capital Advisors, LLC | 79,980 | $36.5M | 5.56% | +1,060+1.3% | Added |
| Mirae Asset Securities (USA) Inc. | 75,200 | $36.4M | 1.44% | +50,139+200.1% | Added |
| Estuary Capital Management LP | 75,170 | $36.4M | 6.46% | +75,170 | New |
| Hillsdale Investment Management Inc. | 75,162 | $36.3M | 1.00% | +790+1.1% | Added |
| Krilogy Financial LLC | 77,274 | $36.3M | 1.24% | +9,784+14.5% | Added |
| Benin Management CORP | 75,024 | $36.3M | 8.10% | +8,543+12.9% | Added |
| Proem Advisors LLC | 75,000 | $36.3M | 12.29% | +5,000+7.1% | Added |
| M. Kraus & Co | 74,952 | $36.2M | 10.12% | −315−0.4% | Reduced |
| Hallmark Capital Management Inc | 74,888 | $36.2M | 2.32% | +1,896+2.6% | Added |
| Caldwell Trust Co | 74,876 | $36.2M | 3.22% | −455−0.6% | Reduced |
| Trinity Street Asset Management LLP | 74,850 | $36.2M | 2.27% | −3,990−5.1% | Reduced |
| Foster & Motley Inc | 74,800 | $36.2M | 1.93% | +5,427+7.8% | Added |
| Concentric Capital Strategies, LP | 74,749 | $36.2M | 1.87% | +8,017+12.0% | Added |
| Clear Harbor Asset Management, LLC | 74,657 | $36.1M | 2.47% | +2,414+3.3% | Added |
| Naples Global Advisors, LLC | 74,449 | $36.0M | 2.69% | +128+0.2% | Added |
| Perennial Advisors, LLC | 74,318 | $35.9M | 6.03% | +636+0.9% | Added |
| Prosperity Consulting Group, LLC | 74,309 | $35.9M | 1.62% | +1,735+2.4% | Added |
| Hills Bank & Trust Co | 74,302 | $35.9M | 2.09% | +173+0.2% | Added |
| General Pension Society PZU Joint Stock Co | 74,200 | $35.9M | 7.25% | +25,500+52.4% | Added |
| Cornerstone Wealth Management, LLC | 74,163 | $35.9M | 1.87% | +4,179+6.0% | Added |
| Gluskin Sheff & Assoc Inc | 74,142 | $35.9M | 4.98% | −2,921−3.8% | Reduced |
| Parcion Private Wealth LLC | 74,078 | $35.8M | 2.18% | −593−0.8% | Reduced |
| Cadinha & Co LLC | 74,073 | $35.8M | 5.53% | +6,175+9.1% | Added |
| NZS Capital, LLC | 74,048 | $35.8M | 1.10% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 89,180 | $35.8M | 0.82% | +95+0.1% | Added |
| Hilton Capital Management, LLC | 73,861 | $35.7M | 2.69% | +481+0.7% | Added |
| Hudson Valley Investment Advisors Inc | 73,819 | $35.7M | 3.95% | −9,843−11.8% | Reduced |
| Private Trust Co NA | 73,694 | $35.6M | 3.12% | −1,475−2.0% | Reduced |
| Intrust Bank NA | 73,648 | $35.6M | 2.95% | +411+0.6% | Added |
| Bourne Lent Asset Management Inc | 73,473 | $35.5M | 11.79% | −113−0.2% | Reduced |
| BWCP, LP | 73,411 | $35.5M | 5.89% | −17,597−19.3% | Reduced |
| Traynor Capital Management, Inc. | 73,384 | $35.5M | 1.96% | +1,131+1.6% | Added |
| Transcend Wealth Collective, LLC | 73,291 | $35.4M | 2.75% | −10,483−12.5% | Reduced |
| Valiant Capital Management, L.P. | 72,655 | $35.1M | 2.95% | −2,951−3.9% | Reduced |
| Tufton Capital Management | 72,610 | $35.1M | 6.14% | −940−1.3% | Reduced |
| AMS Capital Ltda | 72,609 | $35.1M | 13.59% | −15,738−17.8% | Reduced |
| Azzad Asset Management Inc | 72,606 | $35.1M | 3.44% | +212+0.3% | Added |
| Westchester Capital Management, Inc. | 72,591 | $35.1M | 7.26% | +1,268+1.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 72,484 | $35.1M | 5.69% | +1,790+2.5% | Added |
| Vicus Capital | 72,363 | $35.0M | 2.63% | −2,507−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 72,351 | $35.0M | 1.44% | −307−0.4% | Reduced |
| Legacy Private Trust Co. | 72,271 | $35.0M | 2.06% | +1,331+1.9% | Added |
| South Street Advisors LLC | 72,205 | $34.9M | 4.90% | −8,661−10.7% | Reduced |
| Permanent Capital Management, LP | 72,189 | $34.9M | 6.80% | −227−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 72,163 | $34.9M | 0.66% | +3,403+4.9% | Added |
| Norden Group LLC | 71,917 | $34.8M | 3.41% | +2,642+3.8% | Added |
| Mitchell Capital Management Co | 71,917 | $34.8M | 6.22% | −2,950−3.9% | Reduced |
| Cohen Capital Management, Inc. | 71,905 | $34.8M | 5.24% | +90.0% | Added |
| Burling Wealth Partners, LLC | 71,749 | $34.7M | 5.39% | +4,337+6.4% | Added |
| Zevin Asset Management LLC | 71,718 | $34.7M | 4.65% | +605+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 71,685 | $34.7M | 0.73% | +2,035+2.9% | Added |
| Mechanics Bank Trust Department | 71,627 | $34.6M | 4.54% | −62−0.1% | Reduced |
| James Investment Research Inc | 71,568 | $34.6M | 3.78% | −2,686−3.6% | Reduced |
| Coleford Investment Management Ltd. | 71,456 | $34.6M | 8.41% | −1,630−2.2% | Reduced |
| Kapitalo Investimentos Ltda | 71,402 | $34.5M | 6.61% | +8,277+13.1% | Added |
| Dash Acquisitions Inc. | 83,264 | $34.5M | 7.19% | +1,294+1.6% | Added |
| Trifecta Capital Advisors, LLC | 71,259 | $34.5M | 5.10% | +1,084+1.5% | Added |
| PFG Advisors | 71,227 | $34.4M | 1.67% | −40,573−36.3% | Reduced |
| Deltec Asset Management LLC | 71,225 | $34.4M | 5.71% | +9,727+15.8% | Added |
| AMG National Trust Bank | 71,174 | $34.4M | 0.81% | +267+0.4% | Added |
| Cigna Investments Inc | 71,101 | $34.4M | 5.01% | −811−1.1% | Reduced |
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust | 70,877 | $34.3M | 9.19% | +70,877 | New |
| Pettyjohn, Wood & White, Inc | 70,819 | $34.2M | 5.37% | +2,049+3.0% | Added |
| MIG Capital, LLC | 70,815 | $34.2M | 5.81% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 70,751 | $34.2M | 5.54% | −472−0.7% | Reduced |
| Centaurus Financial, Inc. | 70,645 | $34.2M | 1.56% | −2,378−3.3% | Reduced |
| Godsey & Gibb Associates | 70,619 | $34.2M | 3.07% | +167+0.2% | Added |
| Simplex Trading, LLC | 70,610 | $34.1M | 0.96% | −387,699−84.6% | Reduced |
| Segment Wealth Management, LLC | 70,594 | $34.1M | 1.98% | +1,390+2.0% | Added |
| Capco Asset Management, LLC | 70,591 | $34.1M | 8.35% | −1,259−1.8% | Reduced |
| Janney Capital Management LLC | 70,559 | $34.1M | 2.14% | −5,139−6.8% | Reduced |
| GLOBALT Investments LLC | 70,546 | $34.1M | 1.25% | −2,000−2.8% | Reduced |
| MainStreet Investment Advisors LLC | 70,522 | $34.1M | 4.90% | −5,491−7.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 70,500 | $34.1M | 5.83% | +16,382+30.3% | Added |
| Greatmark Investment Partners, Inc. | 70,427 | $34.1M | 4.03% | −1,662−2.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 70,419 | $34.1M | 2.66% | +1,802+2.6% | Added |
| Strategic Advisors LLC | 70,090 | $33.9M | 5.31% | −1,082−1.5% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 70,008 | $33.9M | 6.50% | +70,008 | New |
| Makena Capital Management LLC | 70,000 | $33.9M | 4.06% | −4,517−6.1% | Reduced |
| Wellington Shields & Co., LLC | 69,990 | $33.8M | 8.35% | +1,804+2.6% | Added |