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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 40,683 | $19.7M | 5.40% | +243+0.6% | Added |
| Harold Davidson & Associates Inc. | 40,624 | $19.6M | 8.69% | −307−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 40,608 | $19.6M | 2.35% | +190.0% | Added |
| Farley Capital L.P. | 40,481 | $19.6M | 14.57% | −1,868−4.4% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 40,445 | $19.6M | 10.94% | −4,630−10.3% | Reduced |
| Leo Wealth, LLC | 40,359 | $19.5M | 1.42% | +23,788+143.6% | Added |
| Searle & Co. | 40,258 | $19.5M | 5.02% | +560+1.4% | Added |
| Union Heritage Capital, LLC | 40,196 | $19.4M | 6.58% | −500−1.2% | Reduced |
| Tema ETFs LLC | 40,110 | $19.4M | 1.51% | −8,098−16.8% | Reduced |
| Timber Creek Capital Management LLC | 40,104 | $19.4M | 4.51% | +309+0.8% | Added |
| Iowa State Bank | 40,097 | $19.4M | 3.64% | −313−0.8% | Reduced |
| Berger Financial Group, Inc | 40,088 | $19.4M | 1.12% | −449−1.1% | Reduced |
| Gladius Capital Management LP | 40,063 | $19.4M | 23.94% | +23,678+144.5% | Added |
| Kathmere Capital Management, LLC | 40,054 | $19.4M | 1.31% | +4,858+13.8% | Added |
| Bell Bank | 40,043 | $19.4M | 0.83% | +1,179+3.0% | Added |
| LRZ Capital LLC | 39,995 | $19.3M | 8.73% | +39,995 | New |
| Romano Brothers and Company | 39,983 | $19.3M | 2.20% | −792−1.9% | Reduced |
| Sandbox Financial Partners, LLC | 39,904 | $19.3M | 5.34% | −78−0.2% | Reduced |
| Clear Trail Advisors, LLC | 39,884 | $19.3M | 4.47% | +39,884 | New |
| Winch Advisory Services, LLC | 39,883 | $19.3M | 4.27% | −787−1.9% | Reduced |
| Litman Gregory Asset Management LLC | 39,818 | $19.3M | 1.41% | −32−0.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 39,808 | $19.3M | 3.68% | +10,621+36.4% | Added |
| Costello Asset Management, INC | 39,724 | $19.2M | 6.35% | +1,500+3.9% | Added |
| Valley National Advisers Inc | 39,701 | $19.2M | 2.66% | +1,672+4.4% | Added |
| Winthrop Advisory Group LLC | 39,675 | $19.2M | 1.63% | +1,276+3.3% | Added |
| Apollon Financial, LLC | 39,627 | $19.2M | 2.78% | +2,559+6.9% | Added |
| Westover Capital Advisors, LLC | 39,618 | $19.2M | 3.49% | +262+0.7% | Added |
| Stokes Capital Advisors, LLC | 39,616 | $19.2M | 4.38% | −194−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 39,573 | $19.1M | 1.83% | +9,711+32.5% | Added |
| NVWM, LLC | 39,553 | $19.1M | 4.16% | −515−1.3% | Reduced |
| RIHO Partners, LLC | 39,531 | $19.1M | 12.09% | +39,531 | New |
| Intellus Advisors LLC | 39,453 | $19.1M | 2.53% | +430+1.1% | Added |
| Manchester Capital Management LLC | 39,341 | $19.0M | 2.59% | +3,297+9.1% | Added |
| Harrell Investment Partners, LLC | 39,308 | $19.0M | 4.48% | +461+1.2% | Added |
| Hoertkorn Richard Charles | 39,286 | $19.0M | 7.38% | −820−2.0% | Reduced |
| Financial Partners Group, Inc | 44,098 | $19.0M | 2.19% | +278+0.6% | Added |
| Brave Asset Management Inc | 39,230 | $19.0M | 4.48% | −41−0.1% | Reduced |
| Inlet Private Wealth, LLC | 39,195 | $19.0M | 4.40% | −395−1.0% | Reduced |
| Boston Research & Management Inc | 39,185 | $19.0M | 4.31% | −2,362−5.7% | Reduced |
| Brady Family Wealth, LLC | 39,090 | $18.9M | 5.83% | −832−2.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 39,080 | $18.9M | 3.97% | +140+0.4% | Added |
| Rodgers Brothers Inc. | 39,028 | $18.9M | 2.26% | −1,103−2.7% | Reduced |
| Bill Few Associates, Inc. | 38,895 | $18.8M | 4.63% | +680+1.8% | Added |
| Verde Servicos Internacionais S.A. | 38,859 | $18.8M | 6.03% | −9,268−19.3% | Reduced |
| 44 Wealth Management LLC | 38,839 | $18.8M | 6.30% | +27+0.1% | Added |
| Jacobson & Schmitt Advisors, LLC | 38,805 | $18.8M | 3.16% | −1,421−3.5% | Reduced |
| Shepherd Financial Partners LLC | 38,803 | $18.8M | 1.74% | −1,735−4.3% | Reduced |
| Mirabaud Asset Management Ltd | 45,496 | $18.7M | 8.98% | +10,168+28.8% | Added |
| Potrero Capital Research LLC | 38,694 | $18.7M | 6.30% | 00.0% | Unchanged |
| Platform Technology Partners | 38,672 | $18.7M | 3.98% | +3,054+8.6% | Added |
| Roberts Glore & Co Inc | 38,631 | $18.7M | 4.98% | −47−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 38,627 | $18.7M | 1.95% | −860−2.2% | Reduced |
| Codex Capital Asset Management L.L.C. | 38,600 | $18.7M | 6.78% | −400−1.0% | Reduced |
| Huber Capital Management LLC | 38,562 | $18.6M | 2.75% | +40.0% | Added |
| Bonness Enterprises Inc | 38,540 | $18.6M | 6.43% | −2,060−5.1% | Reduced |
| Harbor Island Capital LLC | 38,524 | $18.6M | 7.14% | 00.0% | Unchanged |
| Tradewinds, LLC. | 38,521 | $18.6M | 4.45% | −857−2.2% | Reduced |
| Asio Capital, LLC | 38,516 | $18.6M | 2.63% | +2,585+7.2% | Added |
| WESPAC Advisors SoCal, LLC | 38,394 | $18.6M | 3.74% | +1,422+3.8% | Added |
| BloombergSen Inc. | 38,369 | $18.6M | 1.96% | −2,962−7.2% | Reduced |
| Bearing Point Capital, LLC | 38,290 | $18.5M | 2.89% | +3,004+8.5% | Added |
| Trust Point Inc. | 38,278 | $18.5M | 1.46% | −510−1.3% | Reduced |
| Morton Capital Management LLC | 38,275 | $18.5M | 2.84% | −1,859−4.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 38,164 | $18.5M | 4.95% | −370−1.0% | Reduced |
| Ketron Financial | 38,155 | $18.5M | 6.14% | +38,155 | New |
| L2 Asset Management, LLC | 38,101 | $18.4M | 2.46% | +2,883+8.2% | Added |
| Berkshire Bank | 38,097 | $18.4M | 3.74% | −2,151−5.3% | Reduced |
| Sax Wealth Advisors, LLC | 38,037 | $18.4M | 0.87% | +3,618+10.5% | Added |
| Wall Street Access Asset Management, LLC | 37,996 | $18.4M | 4.21% | +4,661+14.0% | Added |
| Gibraltar Capital Management, Inc. | 37,941 | $18.3M | 3.12% | +628+1.7% | Added |
| SeaBridge Investment Advisors LLC | 37,899 | $18.3M | 3.03% | −1,123−2.9% | Reduced |
| Royal Fund Management, LLC | 37,760 | $18.3M | 1.68% | +3,662+10.7% | Added |
| LVW Advisors, LLC | 37,831 | $18.3M | 1.85% | −347−0.9% | Reduced |
| JCIC Asset Management Inc. | 37,787 | $18.3M | 5.59% | −420−1.1% | Reduced |
| Texas Bank & Trust Co | 37,753 | $18.3M | 6.64% | −140.0% | Reduced |
| Evelyn Partners Asset Management Ltd | 37,705 | $18.2M | 4.28% | −7,628−16.8% | Reduced |
| Buck Wealth Strategies, LLC | 37,559 | $18.2M | 2.31% | +2,258+6.4% | Added |
| Apriem Advisors | 37,457 | $18.1M | 1.66% | −416−1.1% | Reduced |
| Kemnay Advisory Services Inc. | 37,382 | $18.1M | 2.73% | +4,924+15.2% | Added |
| Investment Advisory Services Inc | 37,380 | $18.1M | 5.66% | −964−2.5% | Reduced |
| FWL Investment Management, LLC | 37,349 | $18.1M | 4.35% | +4,212+12.7% | Added |
| Fischer Financial Services, Inc. | 37,302 | $18.0M | 4.77% | +157+0.4% | Added |
| J.Safra Asset Management Corp | 37,276 | $18.0M | 0.95% | +15,569+71.7% | Added |
| Oxford Financial Group Ltd | 37,226 | $18.0M | 0.99% | −8,306−18.2% | Reduced |
| Paragon Capital Management LLC | 37,218 | $18.0M | 9.12% | −3,031−7.5% | Reduced |
| ZEGA Investments, LLC | 37,179 | $18.0M | 3.49% | +3,103+9.1% | Added |
| Puzo Michael J | 37,137 | $18.0M | 4.89% | +172+0.5% | Added |
| Founders Financial Securities LLC | 37,117 | $18.0M | 1.06% | +2,581+7.5% | Added |
| Dover Advisors, LLC | 37,115 | $17.9M | 6.95% | +453+1.2% | Added |
| New Millennium Group LLC | 37,051 | $17.9M | 7.76% | +1,566+4.4% | Added |
| MCF Advisors LLC | 37,016 | $17.9M | 0.99% | +3,755+11.3% | Added |
| Paragon Private Wealth Management, LLC | 37,009 | $17.9M | 5.50% | +12,767+52.7% | Added |
| Hall Capital Management Co Inc | 36,997 | $17.9M | 6.91% | −50−0.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 36,921 | $17.9M | 1.04% | +241+0.7% | Added |
| Myriad Asset Management Advisors LLC | 36,853 | $17.8M | 5.49% | +36,853 | New |
| Accurate Wealth Management, LLC | 37,176 | $17.8M | 2.26% | +4,956+15.4% | Added |
| Baugh & Associates, LLC | 39,275 | $17.8M | 8.73% | −1,270−3.1% | Reduced |
| VCI Wealth Management LLC | 36,690 | $17.7M | 4.93% | +5,313+16.9% | Added |
| Asset Dedication, LLC | 36,684 | $17.7M | 1.16% | −775−2.1% | Reduced |
| Strong Tower Advisory Services | 36,624 | $17.7M | 3.17% | +1,034+2.9% | Added |