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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 61,066 | $29.5M | 3.21% | +204+0.3% | Added |
| American Money Management, LLC | 61,050 | $29.5M | 4.64% | +1,097+1.8% | Added |
| Altrafin AG | 60,845 | $29.4M | 9.33% | +1,616+2.7% | Added |
| Davis Selected Advisers | 60,801 | $29.4M | 0.13% | +8,495+16.2% | Added |
| Consilio Wealth Advisors, LLC | 60,779 | $29.4M | 8.60% | +1,823+3.1% | Added |
| Salomon & Ludwin, LLC | 62,162 | $29.4M | 2.60% | +500+0.8% | Added |
| Untitled Investments LP | 60,754 | $29.4M | 8.83% | −4,095−6.3% | Reduced |
| Brasada Capital Management, LP | 62,113 | $29.4M | 5.05% | −1,131−1.8% | Reduced |
| Whalerock Point Partners, LLC | 60,615 | $29.3M | 5.58% | +3,672+6.4% | Added |
| Vision Capital Management, Inc. | 60,564 | $29.3M | 3.53% | −466−0.8% | Reduced |
| Chicago Trust Co NA | 60,377 | $29.2M | 4.56% | −7,439−11.0% | Reduced |
| 71 West Capital Partners | 60,317 | $29.2M | 1.34% | +60,317 | New |
| University of Texas/Texas Am Investment Managment Co | 60,316 | $29.2M | 4.12% | −4,141−6.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 60,277 | $29.2M | 1.68% | +14,489+31.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 60,109 | $29.1M | 6.64% | −6,781−10.1% | Reduced |
| RFG Advisory, LLC | 60,093 | $29.1M | 0.55% | −2,581−4.1% | Reduced |
| Somerville Kurt F | 60,055 | $29.0M | 4.93% | −1,439−2.3% | Reduced |
| EULAV Asset Management | 60,032 | $29.0M | 0.77% | +3,500+6.2% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $29.0M | 6.69% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 60,634 | $29.0M | 1.17% | +1,498+2.5% | Added |
| Knuff & Co LLC | 59,607 | $28.8M | 8.50% | +306+0.5% | Added |
| Crewe Advisors LLC | 59,553 | $28.8M | 2.55% | −649−1.1% | Reduced |
| Fulcrum Asset Management LLP | 59,070 | $28.8M | 8.01% | +515+0.9% | Added |
| NBC Securities, Inc. | 59,487 | $28.8M | 2.16% | −225−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 59,485 | $28.8M | 3.80% | −527−0.9% | Reduced |
| Teamwork Financial Advisors, LLC | 59,385 | $28.7M | 3.06% | +2,819+5.0% | Added |
| Moody National Bank Trust Division | 59,243 | $28.7M | 2.76% | −23,458−28.4% | Reduced |
| Retirement Planning Group | 59,115 | $28.6M | 0.94% | +2,584+4.6% | Added |
| GDS Wealth Management | 59,100 | $28.6M | 1.79% | +588+1.0% | Added |
| Spence Asset Management | 58,903 | $28.5M | 5.82% | −1,068−1.8% | Reduced |
| Madrona Financial Services, LLC | 58,812 | $28.4M | 6.08% | −6,314−9.7% | Reduced |
| Confluence Wealth Services, Inc. | 58,757 | $28.4M | 1.18% | −2,905−4.7% | Reduced |
| Rempart Asset Management Inc. | 58,740 | $28.4M | 5.37% | −5,358−8.4% | Reduced |
| Phraction Management LLC | 58,739 | $28.4M | 7.63% | +91+0.2% | Added |
| Guardian Partners Inc. | 68,810 | $28.4M | 2.28% | +4,512+7.0% | Added |
| Asset One Wealth Management LLC | 67,074 | $28.4M | 3.89% | +67,074 | New |
| JLB & Associates Inc | 58,691 | $28.4M | 3.83% | −1,303−2.2% | Reduced |
| Y.D. More Investments Ltd | 58,569 | $28.3M | 1.36% | +4,113+7.6% | Added |
| Community Bank, N.A. | 58,553 | $28.3M | 3.35% | +438+0.8% | Added |
| Robinhood Asset Management, LLC | 58,520 | $28.3M | 2.26% | +58,520 | New |
| Hamilton Wealth, LLC | 58,410 | $28.2M | 5.37% | +3,039+5.5% | Added |
| Hayek Kallen Investment Management | 58,363 | $28.2M | 8.91% | −1,074−1.8% | Reduced |
| Peak Asset Management, LLC | 58,352 | $28.2M | 4.80% | −516−0.9% | Reduced |
| GFS Advisors, LLC | 58,237 | $28.2M | 3.34% | +273+0.5% | Added |
| Strategic Wealth Designers | 58,209 | $28.2M | 3.46% | −27,223−31.9% | Reduced |
| Valmark Advisers, Inc. | 57,960 | $28.0M | 0.35% | −543−0.9% | Reduced |
| BFSG, LLC | 57,740 | $27.9M | 2.72% | −72−0.1% | Reduced |
| Middleton & Co Inc | 57,663 | $27.9M | 2.96% | −120−0.2% | Reduced |
| Aquatic Capital Management LLC | 57,585 | $27.8M | 0.79% | −95,515−62.4% | Reduced |
| Everhart Financial Group, Inc. | 57,545 | $27.8M | 2.58% | +1,394+2.5% | Added |
| Rockline Wealth Management, LLC | 57,458 | $27.8M | 5.67% | +1,210+2.2% | Added |
| Atlantic Trust, LLC | 57,454 | $27.8M | 4.37% | +1,246+2.2% | Added |
| Keel Point, LLC | 57,400 | $27.8M | 1.67% | −322−0.6% | Reduced |
| DT Investment Partners, LLC | 57,388 | $27.8M | 2.30% | +989+1.8% | Added |
| Flagship Harbor Advisors, LLC | 57,103 | $27.6M | 1.30% | −13,347−18.9% | Reduced |
| New Hampshire Trust | 56,924 | $27.5M | 5.36% | −1,624−2.8% | Reduced |
| Occidental Asset Management, LLC | 56,889 | $27.5M | 3.31% | +415+0.7% | Added |
| Cheviot Value Management, LLC | 57,100 | $27.5M | 2.70% | −885−1.5% | Reduced |
| Paragon Capital Management Ltd | 56,795 | $27.5M | 5.47% | −11,938−17.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 56,698 | $27.4M | 4.48% | −633−1.1% | Reduced |
| XN LP | 56,689 | $27.4M | 0.77% | +56,689 | New |
| Csenge Advisory Group | 56,653 | $27.4M | 1.24% | +1,475+2.7% | Added |
| Augustine Asset Management Inc | 56,609 | $27.4M | 5.47% | −109−0.2% | Reduced |
| Baker Ellis Asset Management LLC | 56,526 | $27.3M | 3.29% | +82+0.1% | Added |
| Harbour Trust & Investment Management Co | 56,495 | $27.3M | 2.79% | +3,710+7.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 56,211 | $27.2M | 3.43% | +56,211 | New |
| Sargent Investment Group, LLC | 56,139 | $27.1M | 3.41% | +311+0.6% | Added |
| Pavion Blue Capital, LLC | 56,127 | $27.1M | 11.27% | −251−0.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 56,123 | $27.1M | 2.74% | −161−0.3% | Reduced |
| Sendero Wealth Management, LLC | 56,087 | $27.1M | 3.01% | −298−0.5% | Reduced |
| Balboa Wealth Partners | 56,031 | $27.1M | 4.48% | −105−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 56,029 | $27.1M | 1.31% | +177+0.3% | Added |
| Glen Eagle Advisors, LLC | 56,019 | $27.1M | 3.69% | −1,087−1.9% | Reduced |
| West Branch Capital LLC | 56,005 | $27.1M | 6.98% | +351+0.6% | Added |
| Ivory Union Consulting Ltd | 56,000 | $27.1M | 19.17% | +56,000 | New |
| Spinnaker Investment Group, LLC | 55,858 | $27.0M | 4.90% | −9,263−14.2% | Reduced |
| Camden Capital, LLC | 55,659 | $26.9M | 1.69% | +1,761+3.3% | Added |
| Hamilton Point Investment Advisors, LLC | 55,612 | $26.9M | 4.09% | +2,491+4.7% | Added |
| Ratan Capital Management LP | 57,839 | $26.9M | 7.40% | +53,250+1,160.4% | Added |
| SeaCrest Wealth Management, LLC | 55,598 | $26.9M | 2.72% | −1,994−3.5% | Reduced |
| Aragon Global Management, LP | 55,559 | $26.9M | 8.15% | 00.0% | Unchanged |
| Shay Capital LLC | 55,550 | $26.9M | 4.33% | +42,290+318.9% | Added |
| Arcadia Investment Management Corp | 55,524 | $26.9M | 4.36% | −2,104−3.7% | Reduced |
| Greenwich Wealth Management LLC | 55,320 | $26.8M | 1.19% | +737+1.4% | Added |
| Motco | 55,244 | $26.7M | 2.42% | −1,682−3.0% | Reduced |
| XML Financial, LLC | 55,204 | $26.7M | 2.18% | −5,280−8.7% | Reduced |
| Strategy Asset Managers LLC | 55,086 | $26.6M | 4.38% | +4,110+8.1% | Added |
| Stockman Wealth Management, Inc. | 55,056 | $26.6M | 3.10% | +3,482+6.8% | Added |
| Meridian Wealth Advisors, LLC | 55,052 | $26.6M | 3.69% | −2,522−4.4% | Reduced |
| Heirloom Wealth Management | 55,007 | $26.6M | 6.15% | +892+1.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 55,000 | $26.6M | 6.88% | 00.0% | Unchanged |
| Alight Capital Management LP | 55,000 | $26.6M | 7.13% | +5,000+10.0% | Added |
| SFE Investment Counsel | 54,968 | $26.6M | 4.15% | +892+1.6% | Added |
| Delta Investment Management, LLC | 54,918 | $26.6M | 4.61% | +149+0.3% | Added |
| Paul R. Ried Financial Group, LLC | 54,829 | $26.5M | 12.52% | −1,529−2.7% | Reduced |
| Great Lakes Retirement, Inc. | 54,762 | $26.5M | 2.75% | +866+1.6% | Added |
| Montaka Global Pty Ltd | 54,651 | $26.4M | 12.51% | +54,651 | New |
| Regal Investment Advisors LLC | 54,544 | $26.4M | 1.58% | +1,654+3.1% | Added |
| David Loasby | 55,206 | $26.3M | 1.77% | +4,447+8.8% | Added |
| Quattro Financial Advisors LLC | 54,401 | $26.3M | 7.85% | −1,987−3.5% | Reduced |