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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 69,912 | $33.8M | 1.86% | −518−0.7% | Reduced |
| Webster Bank, N. A. | 69,820 | $33.8M | 3.17% | −365−0.5% | Reduced |
| Monetary Management Group Inc | 69,671 | $33.7M | 7.79% | −820−1.2% | Reduced |
| RNC Capital Management LLC | 69,575 | $33.6M | 1.53% | −2,114−2.9% | Reduced |
| Horiko Capital Management LLC | 69,424 | $33.6M | 7.42% | −1,387−2.0% | Reduced |
| Denali Advisors LLC | 69,476 | $33.6M | 3.73% | −156−0.2% | Reduced |
| Everest Financial Group LLC | 69,683 | $33.5M | 7.50% | +69,683 | New |
| Walter Public Investments Inc. | 69,272 | $33.5M | 5.92% | −11,532−14.3% | Reduced |
| Red Door Wealth Management, LLC | 69,237 | $33.5M | 3.48% | −302−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 69,203 | $33.5M | 1.23% | +2,542+3.8% | Added |
| Peachtree Investment Partners, LLC | 69,198 | $33.5M | 11.11% | −2,694−3.7% | Reduced |
| Meiji Yasuda America Inc | 69,112 | $33.4M | 7.67% | +69,112 | New |
| Rice Partnership, LLC | 69,026 | $33.4M | 4.51% | +963+1.4% | Added |
| Zuckerman Investment Group, LLC | 69,008 | $33.4M | 2.98% | +1,763+2.6% | Added |
| Ameritas Advisory Services, LLC | 68,973 | $33.4M | 1.24% | +16,179+30.6% | Added |
| Foster Victor Wealth Advisors, LLC | 72,446 | $33.3M | 1.94% | +2,157+3.1% | Added |
| Missouri Trust & Investment Co | 68,711 | $33.2M | 9.75% | −78−0.1% | Reduced |
| Nelson Capital Management, LLC | 68,627 | $33.2M | 3.88% | −1,457−2.1% | Reduced |
| United Bank | 68,565 | $33.2M | 4.38% | −4,579−6.3% | Reduced |
| Cutler Investment Counsel LLC | 68,345 | $33.1M | 3.44% | −988−1.4% | Reduced |
| Stenger Family Office, LLC | 68,294 | $33.0M | 6.82% | +18,354+36.8% | Added |
| Covenant Asset Management, LLC | 68,277 | $33.0M | 6.36% | +434+0.6% | Added |
| Community Financial Services Group, LLC | 68,249 | $33.0M | 6.06% | −1,607−2.3% | Reduced |
| Buckley Wealth Management, LLC | 67,999 | $32.9M | 8.72% | −193−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 67,986 | $32.9M | 0.37% | −45,885−40.3% | Reduced |
| Zhang Financial LLC | 67,928 | $32.9M | 1.23% | +4,982+7.9% | Added |
| Pragma Gestao de Patrimonio Ltd | 67,900 | $32.8M | 13.99% | +3,900+6.1% | Added |
| Purpose Unlimited Inc. | 67,852 | $32.8M | 1.50% | +67,852 | New |
| Sage Mountain Advisors LLC | 67,780 | $32.8M | 1.74% | −3,084−4.4% | Reduced |
| Pioneer Trust Bank N A | 67,756 | $32.8M | 7.60% | −586−0.9% | Reduced |
| Dividend Assets Capital, LLC | 67,720 | $32.8M | 6.26% | −5,655−7.7% | Reduced |
| Claret Asset Management Corp | 67,534 | $32.7M | 3.79% | +50.0% | Added |
| Owl Creek Asset Management, L.P. | 67,011 | $32.4M | 3.90% | +29,958+80.9% | Added |
| Sava Infond d.o.o. | 67,000 | $32.4M | 4.37% | +650+1.0% | Added |
| Gemsstock Limited | 66,945 | $32.4M | 4.71% | +66,945 | New |
| Holderness Investments Co | 66,821 | $32.3M | 6.57% | −1,553−2.3% | Reduced |
| Hutchinson Capital Management | 66,797 | $32.3M | 5.54% | +48+0.1% | Added |
| Focus Financial Network, Inc. | 66,664 | $32.2M | 1.12% | −846−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 66,624 | $32.2M | 0.93% | −1,521−2.2% | Reduced |
| SageView Advisory Group, LLC | 66,606 | $32.2M | 1.09% | −3,438−4.9% | Reduced |
| Nicola Wealth Management Ltd. | 66,560 | $32.2M | 2.93% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 66,535 | $32.2M | 4.14% | +3,823+6.1% | Added |
| Sand Hill Global Advisors, LLC | 66,398 | $32.1M | 1.12% | −438−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 66,385 | $32.1M | 3.23% | +3,015+4.8% | Added |
| Stokes Family Office, LLC | 66,281 | $32.1M | 2.93% | +8,494+14.7% | Added |
| Blackhill Capital Inc | 66,050 | $31.9M | 1.64% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 65,886 | $31.9M | 4.18% | −375−0.6% | Reduced |
| Hartline Investment Corp | 65,788 | $31.8M | 3.44% | −310.0% | Reduced |
| Hilltop National Bank | 65,750 | $31.8M | 7.69% | +19,654+42.6% | Added |
| Integrity Alliance, LLC. | 65,719 | $31.8M | 1.16% | +8,612+15.1% | Added |
| Connors Investor Services Inc | 65,671 | $31.7M | 2.73% | −199−0.3% | Reduced |
| Parkside Financial Bank & Trust | 65,590 | $31.7M | 2.38% | +1,826+2.9% | Added |
| Perkins Coie Trust Co | 65,458 | $31.7M | 5.90% | −2,851−4.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 65,435 | $31.6M | 3.13% | +11,127+20.5% | Added |
| Titan Global Capital Management USA LLC | 65,342 | $31.6M | 4.53% | −209−0.3% | Reduced |
| Thompson Investment Management, Inc. | 65,331 | $31.6M | 3.96% | −43−0.1% | Reduced |
| Sycale Advisors (NY) LLC | 65,295 | $31.6M | 10.94% | 00.0% | Unchanged |
| Nan Fung Trinity (HK) Ltd | 65,192 | $31.5M | 2.50% | +21,680+49.8% | Added |
| Sepio Capital, LP | 64,935 | $31.4M | 1.72% | +7,443+12.9% | Added |
| Intact Investment Management Inc. | 64,900 | $31.4M | 0.90% | +1,800+2.9% | Added |
| Greenwood Capital Associates LLC | 64,480 | $31.2M | 3.39% | +1,407+2.2% | Added |
| Allied Investment Advisors, LLC | 64,384 | $31.1M | 4.81% | +324+0.5% | Added |
| Anchor Capital Advisors LLC | 64,295 | $31.1M | 0.90% | −777−1.2% | Reduced |
| Hendershot Investments Inc. | 64,291 | $31.1M | 3.96% | +3,296+5.4% | Added |
| Canvas Wealth Advisors, LLC | 64,175 | $31.0M | 5.27% | +1,835+2.9% | Added |
| Bridgewater Advisors Inc. | 69,863 | $31.0M | 2.01% | −797−1.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 64,081 | $31.0M | 3.77% | −109−0.2% | Reduced |
| Bright Rock Capital Management, LLC | 64,000 | $31.0M | 6.08% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 63,992 | $30.9M | 2.96% | −1,071−1.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 63,977 | $30.9M | 0.47% | +4,068+6.8% | Added |
| First Financial Bank - Trust Division | 63,946 | $30.9M | 2.54% | +370+0.6% | Added |
| McRae Capital Management Inc | 63,734 | $30.8M | 6.29% | −2,129−3.2% | Reduced |
| Premier Fund Managers Ltd | 63,225 | $30.8M | 1.78% | −11,524−15.4% | Reduced |
| Archford Capital Strategies, LLC | 63,715 | $30.8M | 3.59% | +923+1.5% | Added |
| WoodTrust Financial Corp | 63,616 | $30.8M | 3.59% | +564+0.9% | Added |
| Tritonpoint Wealth, LLC | 63,490 | $30.7M | 3.11% | −18,953−23.0% | Reduced |
| Borer Denton & Associates, Inc. | 63,449 | $30.7M | 10.34% | −766−1.2% | Reduced |
| NatWest Group plc | 63,344 | $30.6M | 7.13% | +8,410+15.3% | Added |
| Edentree Asset Management Ltd | 63,101 | $30.5M | 9.35% | −23,950−27.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 70,734 | $30.4M | 2.82% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 62,873 | $30.4M | 6.22% | +8,976+16.7% | Added |
| WealthPlan Investment Management, LLC | 62,813 | $30.4M | 1.94% | +28,564+83.4% | Added |
| RPG Investment Advisory, LLC | 62,769 | $30.4M | 3.44% | +741+1.2% | Added |
| Cache Advisors, LLC | 62,761 | $30.4M | 3.73% | +6,714+12.0% | Added |
| Mengis Capital Management, Inc. | 62,535 | $30.2M | 5.35% | +3,580+6.1% | Added |
| AdvisorNet Financial, Inc | 62,510 | $30.2M | 1.61% | +669+1.1% | Added |
| Bogart Wealth, LLC | 62,368 | $30.2M | 1.21% | +1,025+1.7% | Added |
| Third View Private Wealth, LLC | 62,309 | $30.1M | 4.06% | +62,309 | New |
| Portfolio Design Labs, LLC | 62,133 | $30.0M | 4.95% | +2,182+3.6% | Added |
| Marathon Trading Investment Management LLC | 62,058 | $30.0M | 3.59% | +62,058 | New |
| Alley Investment Management Company, LLC | 62,048 | $30.0M | 3.51% | +120.0% | Added |
| Ipswich Investment Management Co., Inc. | 61,975 | $30.0M | 6.94% | −759−1.2% | Reduced |
| Sirios Capital Management L P | 61,945 | $30.0M | 3.73% | +33,689+119.2% | Added |
| Colonial Trust Co | 61,851 | $29.9M | 3.99% | +533+0.9% | Added |
| Cooper Financial Group | 61,778 | $29.9M | 3.18% | +1,364+2.3% | Added |
| Stone Point Wealth LLC | 61,626 | $29.8M | 8.08% | +20.0% | Added |
| SFMG, LLC | 61,520 | $29.8M | 2.00% | −3,543−5.4% | Reduced |
| Mars Jewett Financial Group, Inc. | 73,575 | $29.8M | 8.86% | +73,575 | New |
| Lighthouse Investment Partners, LLC | 61,501 | $29.7M | 0.99% | +28,016+83.7% | Added |
| Broadleaf Partners, LLC | 61,085 | $29.5M | 6.23% | −37−0.1% | Reduced |