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
- 6,329
- +586 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
- 119
- 2,576 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 |
|---|---|---|---|---|---|
| HS Management Partners, LLC | 54,327 | $26.3M | 5.61% | −27,268−33.4% | Reduced |
| Independent Investors Inc | 54,300 | $26.3M | 4.88% | 00.0% | Unchanged |
| Genoa Capital Gestora de Recursos Ltda. | 54,266 | $26.2M | 16.63% | +54,266 | New |
| Leeward Financial Partners, LLC | 54,247 | $26.2M | 7.37% | +4,233+8.5% | Added |
| Premier Path Wealth Partners, LLC | 54,228 | $26.2M | 3.39% | +123+0.2% | Added |
| Field & Main Bank | 54,196 | $26.2M | 7.55% | +575+1.1% | Added |
| Capital Planning LLC | 55,416 | $26.2M | 7.34% | +354+0.6% | Added |
| CMH Wealth Management LLC | 54,184 | $26.2M | 5.61% | +923+1.7% | Added |
| Hall Laurie J Trustee | 54,175 | $26.2M | 8.71% | −2,153−3.8% | Reduced |
| Bellecapital International Ltd. | 54,138 | $26.2M | 4.65% | −11,756−17.8% | Reduced |
| Baker Chad R | 53,575 | $26.1M | 4.69% | +200.0% | Added |
| Embree Financial Group | 53,960 | $26.1M | 3.21% | +284+0.5% | Added |
| Analyst IMS Investment Management Services Ltd. | 53,940 | $26.1M | 0.76% | −562−1.0% | Reduced |
| Canal Capital Management, LLC | 53,899 | $26.1M | 3.70% | +1,513+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53,865 | $26.1M | 0.81% | −1,396−2.5% | Reduced |
| Gryphon Financial Partners LLC | 53,850 | $26.0M | 2.79% | +3,003+5.9% | Added |
| Sompo Asset Management Co., Ltd. | 53,725 | $26.0M | 4.45% | −2,840−5.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 53,604 | $25.9M | 0.08% | +840+1.6% | Added |
| Valicenti Advisory Services Inc | 53,515 | $25.9M | 5.42% | +560+1.1% | Added |
| Quinn Opportunity Partners LLC | 53,500 | $25.9M | 1.12% | +53,500 | New |
| SageGuard Financial Group, LLC | 53,297 | $25.8M | 4.10% | +53,297 | New |
| K.J. Harrison & Partners Inc | 53,108 | $25.7M | 3.41% | −943−1.7% | Reduced |
| Broderick Brian C | 53,092 | $25.7M | 4.85% | +140.0% | Added |
| Miramar Capital, LLC | 53,077 | $25.7M | 5.61% | +39+0.1% | Added |
| PDS Planning, Inc | 53,060 | $25.7M | 1.71% | +46+0.1% | Added |
| City Holding Co | 53,040 | $25.7M | 3.16% | +430+0.8% | Added |
| Waldron Private Wealth LLC | 52,909 | $25.6M | 1.01% | +220.0% | Added |
| Brown Shipley& Co Ltd | 52,903 | $25.6M | 13.68% | −1,988−3.6% | Reduced |
| Farmers Trust Co | 52,828 | $25.5M | 4.17% | −431−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 52,714 | $25.5M | 1.18% | −1,314−2.4% | Reduced |
| Hodges Capital Management Inc. | 52,700 | $25.5M | 2.19% | −595−1.1% | Reduced |
| Bell Asset Management Ltd | 52,376 | $25.4M | 6.80% | +3,226+6.6% | Added |
| Pennant Select, LLC | 52,600 | $25.4M | 13.46% | +20,000+61.3% | Added |
| Laffer Tengler Investments | 52,591 | $25.4M | 3.87% | +921+1.8% | Added |
| Van Strum & Towne Inc. | 52,586 | $25.4M | 7.11% | −1,705−3.1% | Reduced |
| RKL Wealth Management LLC | 52,575 | $25.4M | 2.09% | +659+1.3% | Added |
| Aprio Wealth Management, LLC | 36,714 | $25.4M | 1.46% | +1,631+4.6% | Added |
| Lynwood Price Capital Management LP | 52,500 | $25.4M | 12.35% | 00.0% | Unchanged |
| Canal Insurance CO | 52,500 | $25.4M | 6.15% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 52,475 | $25.4M | 1.47% | +1,889+3.7% | Added |
| Cypress Asset Management Inc | 52,467 | $25.4M | 5.58% | −344−0.7% | Reduced |
| Farmers National Bank | 52,455 | $25.4M | 5.66% | +1,777+3.5% | Added |
| HWG Holdings LP | 52,256 | $25.3M | 6.12% | +2,551+5.1% | Added |
| Arete Wealth Advisors, LLC | 52,205 | $25.2M | 1.75% | +2,545+5.1% | Added |
| Hoffman, Alan N Investment Management | 52,194 | $25.2M | 14.24% | −22,191−29.8% | Reduced |
| Legacy Wealth Management, LLC | 52,172 | $25.2M | 6.74% | +5,766+12.4% | Added |
| Alpha Omega Wealth Management LLC | 52,126 | $25.2M | 4.18% | −886−1.7% | Reduced |
| Plimoth Trust Co LLC | 52,064 | $25.2M | 5.61% | −893−1.7% | Reduced |
| Marietta Investment Partners LLC | 52,041 | $25.2M | 5.00% | +533+1.0% | Added |
| MONECO Advisors, LLC | 51,905 | $25.1M | 1.99% | +773+1.5% | Added |
| NTV Asset Management LLC | 51,902 | $25.1M | 2.66% | −242−0.5% | Reduced |
| Rothschild Capital Partners, LLC | 51,900 | $25.1M | 5.93% | −5,679−9.9% | Reduced |
| St. Clair Advisors, LLC | 51,847 | $25.1M | 6.47% | −1,765−3.3% | Reduced |
| Continuum Advisory, LLC | 51,827 | $25.1M | 2.51% | +7,166+16.0% | Added |
| Goldstream Capital Management Ltd | 51,803 | $25.1M | 10.31% | −17,344−25.1% | Reduced |
| Princeton Capital Management LLC | 51,766 | $25.0M | 6.46% | +93+0.2% | Added |
| First Western Trust Bank | 51,440 | $24.9M | 1.22% | +1,019+2.0% | Added |
| Lathrop Investment Management Corp | 51,438 | $24.9M | 4.51% | −886−1.7% | Reduced |
| Perryman Financial Advisory Inc | 51,409 | $24.9M | 3.65% | +51,409 | New |
| Varenne Capital Partners | 51,246 | $24.8M | 5.16% | +51,246 | New |
| RMR Wealth Builders | 51,261 | $24.8M | 1.98% | +1,053+2.1% | Added |
| CFM Wealth Partners LLC | 51,165 | $24.7M | 3.57% | −258−0.5% | Reduced |
| Formidable Asset Management, LLC | 47,891 | $24.7M | 3.60% | −36−0.1% | Reduced |
| Stansberry Asset Management, LLC | 51,055 | $24.7M | 2.50% | +693+1.4% | Added |
| Central Pacific Bank - Trust Division | 51,042 | $24.7M | 3.03% | −1,045−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 50,905 | $24.6M | 1.07% | +120+0.2% | Added |
| Chemung Canal Trust Co | 50,894 | $24.6M | 4.87% | +1,953+4.0% | Added |
| Whitebark Investors LP | 50,859 | $24.6M | 14.82% | −15,280−23.1% | Reduced |
| Mattern Wealth Management LLC | 50,765 | $24.6M | 4.73% | −472−0.9% | Reduced |
| Leuthold Group, LLC | 50,686 | $24.5M | 2.65% | −1,351−2.6% | Reduced |
| Global Endowment Management, LP | 50,677 | $24.5M | 3.06% | +2,039+4.2% | Added |
| Koshinski Asset Management, Inc. | 50,659 | $24.5M | 1.58% | −191−0.4% | Reduced |
| Mystic Asset Management, Inc. | 50,604 | $24.5M | 5.54% | −318−0.6% | Reduced |
| Generali Investments, Management Co LLC | 50,560 | $24.5M | 4.87% | −17,033−25.2% | Reduced |
| Haverford Financial Services, Inc. | 50,533 | $24.4M | 6.85% | −250−0.5% | Reduced |
| Elk River Wealth Management, LLC | 50,498 | $24.4M | 3.92% | −1,212−2.3% | Reduced |
| M Holdings Securities, Inc. | 50,373 | $24.4M | 1.74% | +36,785+270.7% | Added |
| Campbell Capital Management Inc | 50,350 | $24.4M | 8.24% | +81+0.2% | Added |
| SG Trading Solutions, LLC | 50,332 | $24.3M | 5.65% | +50,332 | New |
| Copeland Capital Management, LLC | 50,299 | $24.3M | 0.54% | −2,124−4.1% | Reduced |
| Arjuna Capital | 50,269 | $24.3M | 5.96% | +486+1.0% | Added |
| Sigma Investment Counselors Inc | 50,226 | $24.3M | 1.23% | −300−0.6% | Reduced |
| D L Carlson Investment Group Inc | 50,193 | $24.3M | 4.09% | −900−1.8% | Reduced |
| Money Concepts Capital Corp | 50,159 | $24.3M | 1.36% | +3,519+7.5% | Added |
| Boyd Watterson Asset Management LLC | 50,156 | $24.3M | 7.00% | −262−0.5% | Reduced |
| Family Management Corp | 50,141 | $24.2M | 3.06% | +1,721+3.6% | Added |
| RBF Capital, LLC | 50,000 | $24.2M | 1.10% | 00.0% | Unchanged |
| MYDA Advisors LLC | 50,000 | $24.2M | 6.80% | +10,000+25.0% | Added |
| Polar Asset Management Partners Inc. | 50,000 | $24.2M | 0.48% | +50,000 | New |
| Signal Advisors Wealth, LLC | 49,913 | $24.1M | 1.92% | +2,972+6.3% | Added |
| Security National Bank | 49,855 | $24.1M | 3.46% | +287+0.6% | Added |
| Diversify Wealth Management, LLC | 51,205 | $24.1M | 1.12% | +345+0.7% | Added |
| Villere St Denis J & Co LLC | 49,797 | $24.1M | 2.42% | −2,030−3.9% | Reduced |
| Nordwand Advisors, LLC | 49,695 | $24.0M | 4.20% | +187+0.4% | Added |
| Inscription Capital, LLC | 49,629 | $24.0M | 2.46% | +1,978+4.2% | Added |
| Cardinal Capital Management | 49,591 | $24.0M | 3.18% | −604−1.2% | Reduced |
| Marietta Wealth Management, LLC | 49,578 | $24.0M | 2.77% | +950+2.0% | Added |
| Capital Investment Counsel, Inc | 49,537 | $24.0M | 2.82% | −421−0.8% | Reduced |
| Camden National Bank | 49,535 | $24.0M | 3.29% | −246−0.5% | Reduced |
| Condor Capital Management | 49,476 | $23.9M | 1.94% | −78−0.2% | Reduced |