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 |
|---|---|---|---|---|---|
| Decatur Capital Management, Inc. | 49,445 | $23.9M | 9.73% | −2,889−5.5% | Reduced |
| Harbor Capital Advisors, Inc. | 49,260 | $23.8M | 1.85% | −74−0.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 49,239 | $23.8M | 1.16% | −203−0.4% | Reduced |
| Cove Private Wealth, LLC | 49,133 | $23.8M | 7.08% | +2,592+5.6% | Added |
| Rehmann Capital Advisory Group | 49,118 | $23.8M | 1.24% | −370−0.7% | Reduced |
| Kozak & Associates, Inc. | 49,441 | $23.7M | 4.58% | −1,284−2.5% | Reduced |
| Conning Inc. | 48,983 | $23.7M | 0.79% | −3,623−6.9% | Reduced |
| Silverlake Wealth Management LLC | 48,936 | $23.7M | 5.32% | +250+0.5% | Added |
| Versant Capital Management, Inc | 48,853 | $23.6M | 2.96% | +796+1.7% | Added |
| Northern Oak Wealth Management Inc | 48,814 | $23.6M | 2.96% | −2,082−4.1% | Reduced |
| Eagle Rock Investment Company, LLC | 48,804 | $23.6M | 3.33% | −214−0.4% | Reduced |
| Payden & Rygel | 48,730 | $23.6M | 1.64% | +9,400+23.9% | Added |
| Fragasso Group Inc. | 48,711 | $23.6M | 1.43% | −739−1.5% | Reduced |
| Miller Wealth Advisors, LLC | 48,611 | $23.5M | 8.69% | +78+0.2% | Added |
| Leonteq Securities AG | 48,558 | $23.5M | 1.26% | −16,701−25.6% | Reduced |
| Palo DS Manager LLC | 48,527 | $23.5M | 8.13% | +3,701+8.3% | Added |
| Simplicity Wealth,LLC | 48,472 | $23.4M | 1.40% | −6,814−12.3% | Reduced |
| Kadensa Capital Ltd | 48,468 | $23.4M | 2.43% | +6,834+16.4% | Added |
| McGuire Investment Group, LLC | 48,467 | $23.4M | 2.50% | −44−0.1% | Reduced |
| Basecamp Wealth Advisors LLC | 48,448 | $23.4M | 4.99% | +48,448 | New |
| Westbourne Investment Advisors, Inc. | 48,438 | $23.4M | 6.46% | −155−0.3% | Reduced |
| Keystone Financial Group | 48,359 | $23.4M | 1.73% | −6,473−11.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 48,325 | $23.4M | 11.14% | −276−0.6% | Reduced |
| Richard Bernstein Advisors LLC | 48,249 | $23.3M | 0.69% | −8,314−14.7% | Reduced |
| Monarch Capital Management Inc | 48,243 | $23.3M | 5.73% | −254−0.5% | Reduced |
| Fogel Capital Management, Inc. | 48,214 | $23.3M | 10.75% | +675+1.4% | Added |
| Rowland & Co Investment Counsel | 48,206 | $23.3M | 4.50% | +161+0.3% | Added |
| Financial Insights, Inc. | 48,111 | $23.3M | 7.80% | −678−1.4% | Reduced |
| Aspiriant, LLC | 48,086 | $23.3M | 0.67% | +3,092+6.9% | Added |
| GeoWealth Management, LLC | 48,069 | $23.2M | 0.86% | −4,039−7.8% | Reduced |
| Weik Capital Management | 48,061 | $23.2M | 8.71% | −202−0.4% | Reduced |
| Bluegrass Capital Partners LP | 48,000 | $23.2M | 13.87% | +4,000+9.1% | Added |
| Wayfinding Financial, LLC | 47,947 | $23.2M | 9.82% | −462−1.0% | Reduced |
| SummitTX Capital, L.P. | 47,917 | $23.2M | 0.70% | −7,337−13.3% | Reduced |
| Ascent Wealth Partners, LLC | 47,883 | $23.2M | 2.66% | +215+0.5% | Added |
| HCR Wealth Advisors | 47,870 | $23.2M | 2.29% | +1,039+2.2% | Added |
| Catalyst Financial Partners LLC | 47,740 | $23.1M | 2.57% | +2,513+5.6% | Added |
| Cordatus Wealth Management LLC | 47,684 | $23.1M | 5.33% | +537+1.1% | Added |
| Financial Advisory Service, Inc. | 47,619 | $23.0M | 1.49% | +2,025+4.4% | Added |
| Providence Capital Advisors, LLC | 47,584 | $23.0M | 3.87% | +278+0.6% | Added |
| Institute for Wealth Management, LLC. | 47,497 | $23.0M | 2.43% | −671−1.4% | Reduced |
| Rench Wealth Management, Inc. | 47,484 | $23.0M | 6.77% | −1,512−3.1% | Reduced |
| Zweig-DiMenna Associates LLC | 47,450 | $22.9M | 1.63% | −1,300−2.7% | Reduced |
| Texas Yale Capital Corp. | 47,407 | $22.9M | 0.70% | −66−0.1% | Reduced |
| Two Point Capital Management, Inc. | 47,337 | $22.9M | 9.28% | −200.0% | Reduced |
| Lincoln Capital Corp | 47,282 | $22.9M | 8.12% | −2,111−4.3% | Reduced |
| Arbejdsmarkedets Tillaegspension | 47,272 | $22.9M | 0.58% | +47,272 | New |
| Hedeker Wealth, LLC | 47,237 | $22.8M | 4.79% | −3,834−7.5% | Reduced |
| Advisory Alpha, LLC | 47,131 | $22.8M | 0.62% | +2,788+6.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 47,139 | $22.8M | 5.28% | −440−0.9% | Reduced |
| Natural Investments, LLC | 47,049 | $22.8M | 5.66% | −2,865−5.7% | Reduced |
| KCM Capital Inc | 47,000 | $22.7M | 4.57% | +47,000 | New |
| North Point Portfolio Managers Corp | 47,000 | $22.7M | 3.85% | +12,541+36.4% | Added |
| Dynasty Wealth Management, LLC | 46,987 | $22.7M | 0.22% | +3,633+8.4% | Added |
| Manhattan West Asset Management, LLC | 46,977 | $22.7M | 4.65% | −1,012−2.1% | Reduced |
| Claar Advisors LLC | 46,960 | $22.7M | 6.64% | +123+0.3% | Added |
| Heron Bay Capital Management | 46,899 | $22.7M | 4.33% | −277−0.6% | Reduced |
| Aspire Capital Advisors LLC | 46,835 | $22.7M | 5.32% | −929−1.9% | Reduced |
| Oakworth Capital, Inc. | 46,755 | $22.6M | 1.23% | +218+0.5% | Added |
| Washington Trust Advisors, Inc. | 46,727 | $22.6M | 1.73% | −358−0.8% | Reduced |
| Isthmus Partners, LLC | 46,724 | $22.6M | 2.51% | −330−0.7% | Reduced |
| Duncker Streett & Co Inc | 46,712 | $22.6M | 4.01% | −603−1.3% | Reduced |
| Private Wealth Asset Management, LLC | 46,634 | $22.6M | 2.45% | +1,119+2.5% | Added |
| SevenBridge Financial Group, LLC | 47,955 | $22.6M | 3.63% | −624−1.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 46,629 | $22.6M | 3.39% | +312+0.7% | Added |
| Woodbridge Co Ltd | 46,592 | $22.5M | 0.06% | +13,392+40.3% | Added |
| Grafton Street Partners Management Company, LLC | 46,568 | $22.5M | 11.03% | +46,568 | New |
| Liberty One Investment Management, LLC | 46,563 | $22.5M | 2.88% | −61,366−56.9% | Reduced |
| Portside Wealth Group, LLC | 46,450 | $22.5M | 3.04% | +192+0.4% | Added |
| Capital Planning Advisors, LLC | 46,414 | $22.4M | 3.00% | +31+0.1% | Added |
| Strategic Blueprint, LLC | 46,368 | $22.4M | 1.33% | −13,285−22.3% | Reduced |
| My Personal CFO, LLC | 46,320 | $22.4M | 9.35% | +45,044+3,530.1% | Added |
| Resonant Capital Advisors, LLC | 46,248 | $22.4M | 1.23% | +760+1.7% | Added |
| Asset Planning Services Inc | 46,223 | $22.4M | 9.88% | −2,500−5.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 46,071 | $22.3M | 1.61% | +879+1.9% | Added |
| Ransom Advisory, Ltd | 46,043 | $22.3M | 8.77% | −618−1.3% | Reduced |
| Symmetry Investments LP | 45,999 | $22.2M | 4.14% | −10,534−18.6% | Reduced |
| PFC Capital Group, Inc. | 45,943 | $22.2M | 9.16% | −1,905−4.0% | Reduced |
| Renaissance Investment Group LLC | 45,909 | $22.2M | 4.47% | −164−0.4% | Reduced |
| Skyline Advisors, Inc. | 45,900 | $22.2M | 7.41% | −937−2.0% | Reduced |
| Harvey Capital Management Inc | 45,878 | $22.2M | 4.73% | −1,711−3.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 45,865 | $22.2M | 16.26% | −3,825−7.7% | Reduced |
| Waterloo Capital, L.P. | 45,770 | $22.1M | 1.60% | +484+1.1% | Added |
| Naviter Wealth, LLC | 45,742 | $22.1M | 2.89% | −5,313−10.4% | Reduced |
| Marble Wealth, LLC | 45,626 | $22.1M | 3.06% | +45,626 | New |
| CFO4Life Group, LLC | 45,612 | $22.1M | 3.14% | −1,539−3.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 45,589 | $22.0M | 1.60% | +266+0.6% | Added |
| Scott & Selber, Inc. | 45,568 | $22.0M | 5.53% | −1,568−3.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 45,558 | $22.0M | 0.92% | +4,328+10.5% | Added |
| Vega Investment Solutions | 45,493 | $22.0M | 3.50% | +45,493 | New |
| Scholtz & Company, LLC | 45,436 | $22.0M | 9.54% | +1,161+2.6% | Added |
| Inman Jager Wealth Management, LLC | 45,424 | $22.0M | 13.45% | −1,582−3.4% | Reduced |
| Avidian Wealth Solutions, LLC | 45,423 | $22.0M | 0.80% | +60.0% | Added |
| Frec Markets, Inc. | 45,336 | $21.9M | 6.41% | +45,336 | New |
| Sovran Advisors, LLC | 48,007 | $21.9M | 1.86% | +6,974+17.0% | Added |
| Bourgeon Capital Management LLC | 45,319 | $21.9M | 3.57% | +2,726+6.4% | Added |
| 11 Capital Partners LP | 45,298 | $21.9M | 6.52% | +3,560+8.5% | Added |
| Beverly Hills Private Wealth, LLC | 45,242 | $21.9M | 3.75% | −256−0.6% | Reduced |
| Adalta Capital Management LLC | 45,228 | $21.9M | 9.76% | −303−0.7% | Reduced |
| Capital City Trust Co | 45,227 | $21.9M | 4.86% | −46−0.1% | Reduced |