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 |
|---|---|---|---|---|---|
| Thames Capital Management LLC | 45,217 | $21.9M | 3.18% | +4,374+10.7% | Added |
| Cozad Asset Management Inc | 45,182 | $21.9M | 1.69% | −684−1.5% | Reduced |
| Orbis Allan Gray Ltd | 45,105 | $21.8M | 0.09% | −2,780−5.8% | Reduced |
| Accent Capital Management, LLC | 45,089 | $21.8M | 9.37% | −248−0.5% | Reduced |
| Hanson & Doremus Investment Management | 45,050 | $21.8M | 2.62% | −1,795−3.8% | Reduced |
| M. Kulyk & Associates, LLC | 45,023 | $21.8M | 4.16% | +1,788+4.1% | Added |
| City of London Investment Management Co Ltd | 44,841 | $21.7M | 1.63% | +35,188+364.5% | Added |
| Nicollet Investment Management, Inc. | 44,826 | $21.7M | 6.86% | −4,847−9.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 44,817 | $21.7M | 4.34% | +1,130+2.6% | Added |
| McCollum Christoferson Group LLC | 44,814 | $21.7M | 6.27% | −922−2.0% | Reduced |
| Core Alternative Capital | 44,812 | $21.7M | 5.98% | +2,580+6.1% | Added |
| Osher Van de Voorde Investment Management | 44,801 | $21.7M | 4.68% | −899−2.0% | Reduced |
| Edgestream Partners, L.P. | 44,778 | $21.7M | 0.61% | +17,800+66.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 44,760 | $21.6M | 2.58% | +2,863+6.8% | Added |
| LTS One Management LP | 44,750 | $21.6M | 8.36% | −2,750−5.8% | Reduced |
| Headinvest, LLC | 44,722 | $21.6M | 4.30% | +2,834+6.8% | Added |
| Biondo Investment Advisors, LLC | 44,624 | $21.6M | 2.61% | −1,329−2.9% | Reduced |
| Hendley & Co Inc | 44,593 | $21.6M | 7.71% | −3,301−6.9% | Reduced |
| Keebeck Wealth Management, LLC | 44,549 | $21.5M | 2.49% | +1,548+3.6% | Added |
| Oak Harvest Investment Services | 44,516 | $21.5M | 2.35% | +19,655+79.1% | Added |
| GPM Growth Investors, Inc. | 44,511 | $21.5M | 8.39% | −1,662−3.6% | Reduced |
| Simon Quick Advisors, LLC | 44,482 | $21.5M | 0.94% | +818+1.9% | Added |
| Summit Global Investments | 44,459 | $21.5M | 1.27% | −3,282−6.9% | Reduced |
| IFG Advisory, LLC | 44,407 | $21.5M | 0.94% | +3,070+7.4% | Added |
| Legacy Trust | 44,378 | $21.5M | 4.01% | +1,444+3.4% | Added |
| Davis-Rea Ltd. | 44,294 | $21.4M | 5.36% | +4,892+12.4% | Added |
| TigerOak Management, L.L.C. | 44,234 | $21.4M | 6.52% | −337−0.8% | Reduced |
| Stanley-Laman Group, Ltd. | 44,162 | $21.4M | 2.72% | +3,757+9.3% | Added |
| Northstar Asset Management Inc | 44,009 | $21.3M | 5.50% | +642+1.5% | Added |
| Mayflower Financial Advisors, LLC | 44,004 | $21.3M | 2.58% | −551−1.2% | Reduced |
| Tulsa Wealth Advisors, INC | 43,904 | $21.2M | 7.06% | +43,904 | New |
| Evernest Financial Advisors, LLC | 51,323 | $21.2M | 4.45% | +38,492+300.0% | Added |
| Headlands Technologies LLC | 43,827 | $21.2M | 1.77% | +23,312+113.6% | Added |
| Symphony Financial, Ltd. Co. | 43,493 | $21.2M | 2.85% | −8,387−16.2% | Reduced |
| 111 Capital | 43,743 | $21.2M | 4.61% | +1,568+3.7% | Added |
| Community Bank & Trust, Waco, Texas | 43,594 | $21.1M | 4.33% | −976−2.2% | Reduced |
| HORAN Wealth, LLC | 43,508 | $21.0M | 3.23% | +1,007+2.4% | Added |
| Lake Street Financial LLC | 43,471 | $21.0M | 2.57% | +420+1.0% | Added |
| PCM Encore, LLC | 43,457 | $21.0M | 4.47% | +43,457 | New |
| Golden State Equity Partners | 43,445 | $21.0M | 3.39% | +1,085+2.6% | Added |
| Jackson Square Capital, LLC | 43,444 | $21.0M | 4.16% | −1,682−3.7% | Reduced |
| L & S Advisors Inc | 43,374 | $21.0M | 1.94% | −2,679−5.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 43,371 | $21.0M | 1.17% | −2,736−5.9% | Reduced |
| Strategic Global Advisors, LLC | 43,360 | $21.0M | 3.24% | +330+0.8% | Added |
| LSV Asset Management | 43,287 | $20.9M | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 43,261 | $20.9M | 2.66% | +43,261 | New |
| Next Century Growth Investors LLC | 43,212 | $20.9M | 1.45% | −73−0.2% | Reduced |
| Advisor OS, LLC | 43,179 | $20.9M | 1.68% | +1,086+2.6% | Added |
| Quent Capital, LLC | 43,140 | $20.9M | 1.51% | +2,477+6.1% | Added |
| IPG Investment Advisors LLC | 43,005 | $20.8M | 3.65% | +7,941+22.6% | Added |
| Trustmark National Bank Trust Department | 42,957 | $20.8M | 1.31% | +307+0.7% | Added |
| Davidson Trust Co | 42,948 | $20.8M | 8.66% | −7,160−14.3% | Reduced |
| Quantum Private Wealth, LLC | 42,775 | $20.7M | 6.04% | +214+0.5% | Added |
| Brookwood Investment Group LLC | 42,697 | $20.6M | 2.49% | +9,105+27.1% | Added |
| Banque de Luxembourg S.A. | 42,690 | $20.6M | 9.67% | +2,075+5.1% | Added |
| Montecito Bank & Trust | 42,659 | $20.6M | 3.29% | −4,117−8.8% | Reduced |
| Lincoln Capital LLC | 42,656 | $20.6M | 3.74% | −253−0.6% | Reduced |
| BCJ Capital Management, LLC | 42,567 | $20.6M | 1.19% | +4,379+11.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 42,509 | $20.6M | 1.45% | +2,262+5.6% | Added |
| Udine Wealth Management, Inc. | 42,501 | $20.6M | 9.71% | +1,528+3.7% | Added |
| Tiff Advisory Services Inc | 42,311 | $20.5M | 3.52% | +32,579+334.8% | Added |
| Clough Capital Partners L P | 42,292 | $20.5M | 1.84% | −23,838−36.0% | Reduced |
| Wealth Alliance | 42,240 | $20.4M | 2.00% | −675−1.6% | Reduced |
| Acropolis Investment Management, LLC | 42,174 | $20.4M | 0.92% | +547+1.3% | Added |
| Fox Hill Wealth Management | 42,129 | $20.4M | 9.47% | +99+0.2% | Added |
| Claro Advisors LLC | 42,032 | $20.3M | 2.77% | +1,210+3.0% | Added |
| Ally Financial Inc. | 42,000 | $20.3M | 2.48% | +22,000+110.0% | Added |
| Sage Capital Advisors,llc | 41,928 | $20.3M | 4.82% | −392−0.9% | Reduced |
| Guardian Wealth Advisors, LLC | 41,756 | $20.2M | 1.27% | +322+0.8% | Added |
| Advisory Research Inc | 41,743 | $20.2M | 2.54% | −70.0% | Reduced |
| Patten Group, Inc. | 41,726 | $20.2M | 3.73% | −31−0.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 41,694 | $20.2M | 2.80% | −2,191−5.0% | Reduced |
| SS&H Financial Advisors, Inc. | 41,673 | $20.2M | 5.88% | −725−1.7% | Reduced |
| Harbour Investment Management LLC | 41,609 | $20.1M | 10.67% | −14,718−26.1% | Reduced |
| First Interstate Bank | 41,594 | $20.1M | 1.08% | −1,125−2.6% | Reduced |
| Allred Capital Management, LLC | 41,567 | $20.1M | 7.27% | −445−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 41,553 | $20.1M | 0.56% | −4,456−9.7% | Reduced |
| Accredited Investors Inc. | 41,501 | $20.1M | 1.07% | −695−1.6% | Reduced |
| One Madison Group LLC | 41,500 | $20.1M | 2.32% | +11,500+38.3% | Added |
| Umpqua Bank | 41,472 | $20.1M | 5.57% | −541−1.3% | Reduced |
| Morse Asset Management, Inc | 41,406 | $20.0M | 4.00% | −1,572−3.7% | Reduced |
| Richard C. Young & CO., LTD. | 41,379 | $20.0M | 1.79% | +1,547+3.9% | Added |
| Physicians Financial Services, Inc. | 41,285 | $20.0M | 5.36% | −635−1.5% | Reduced |
| Nilsine Partners, LLC | 41,266 | $20.0M | 1.73% | +1,462+3.7% | Added |
| Kavar Capital Partners Group, LLC | 41,264 | $20.0M | 2.75% | +396+1.0% | Added |
| CRA Financial Services, LLC | 41,257 | $20.0M | 2.61% | +206+0.5% | Added |
| Tradition Wealth Management, LLC | 41,207 | $19.9M | 1.43% | +4,447+12.1% | Added |
| Little House Capital LLC | 41,116 | $19.9M | 4.99% | −4,566−10.0% | Reduced |
| Whitener Capital Management, Inc. | 41,072 | $19.9M | 4.52% | −200−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 41,065 | $19.9M | 2.34% | −4,111−9.1% | Reduced |
| Aviance Capital Partners, LLC | 40,990 | $19.8M | 2.28% | −42−0.1% | Reduced |
| Brown Miller Wealth Management, LLC | 40,960 | $19.8M | 5.47% | +115+0.3% | Added |
| Live Oak Private Wealth LLC | 40,929 | $19.8M | 2.70% | −1,044−2.5% | Reduced |
| WBH Advisory Inc | 40,859 | $19.8M | 1.46% | −534−1.3% | Reduced |
| Impact Capital Partners LLC | 40,800 | $19.7M | 5.85% | +255+0.6% | Added |
| Boyar Asset Management Inc. | 40,758 | $19.7M | 12.50% | −845−2.0% | Reduced |
| one8zero8, LLC | 40,736 | $19.7M | 4.29% | −130−0.3% | Reduced |
| Concord Wealth Partners | 40,706 | $19.7M | 2.56% | +1,760+4.5% | Added |
| Jackson Hole Capital Partners, LLC | 40,690 | $19.7M | 3.37% | −254−0.6% | Reduced |
| Elevatus Welath Management | 40,684 | $19.7M | 5.38% | +2,390+6.2% | Added |