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 |
|---|---|---|---|---|---|
| American Trust | 36,622 | $17.7M | 1.49% | −687−1.8% | Reduced |
| Lafayette Investments, Inc. | 36,579 | $17.7M | 3.34% | +142+0.4% | Added |
| True North Advisors, LLC | 36,579 | $17.7M | 2.29% | −3,829−9.5% | Reduced |
| Diversified Enterprises, LLC | 36,572 | $17.7M | 1.05% | +11,639+46.7% | Added |
| TFR Capital, LLC. | 36,564 | $17.7M | 5.86% | +548+1.5% | Added |
| Citizens National Bank Trust Department | 36,540 | $17.7M | 3.05% | +26+0.1% | Added |
| Strait & Sound Wealth Management LLC | 36,534 | $17.7M | 6.58% | +575+1.6% | Added |
| BNC Wealth Management, LLC | 36,423 | $17.6M | 4.52% | −828−2.2% | Reduced |
| Snider Financial Group | 36,345 | $17.6M | 4.68% | −1,672−4.4% | Reduced |
| Pegasus Asset Management, Inc. | 36,344 | $17.6M | 5.41% | +96+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 36,339 | $17.6M | 2.73% | +1,500+4.3% | Added |
| Delta Financial Advisors LLC | 36,332 | $17.6M | 4.57% | +2,031+5.9% | Added |
| Hamilton Capital Partners, LLC | 36,325 | $17.6M | 5.84% | +312+0.9% | Added |
| Herold Advisors, Inc. | 36,298 | $17.6M | 3.92% | +1,214+3.5% | Added |
| RWM Asset Management, LLC | 37,296 | $17.5M | 2.01% | +1,540+4.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 36,258 | $17.5M | 0.61% | +841+2.4% | Added |
| First National Bank & Trust Co of Newtown | 36,204 | $17.5M | 3.21% | +60+0.2% | Added |
| MSA Advisors, LLC | 36,100 | $17.5M | 4.37% | −2,540−6.6% | Reduced |
| Ocean Capital Management, LLC | 36,045 | $17.4M | 3.47% | −513−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 36,010 | $17.4M | 1.23% | +1,120+3.2% | Added |
| VeraBank, N.A. | 35,994 | $17.4M | 3.17% | −859−2.3% | Reduced |
| Old Second National Bank of Aurora | 35,938 | $17.4M | 3.48% | −848−2.3% | Reduced |
| Barrier Capital Management, LLC | 35,854 | $17.3M | 12.76% | −9,224−20.5% | Reduced |
| Childress Capital Advisors, LLC | 35,806 | $17.3M | 2.78% | +2,916+8.9% | Added |
| CV Advisors LLC | 35,800 | $17.3M | 4.42% | −155−0.4% | Reduced |
| Westmount Partners, LLC | 35,773 | $17.3M | 4.31% | +434+1.2% | Added |
| Klingman & Associates, LLC | 35,757 | $17.3M | 0.83% | +215+0.6% | Added |
| Tranquility Partners, LLC | 35,714 | $17.3M | 6.22% | −2,744−7.1% | Reduced |
| Optas, LLC | 35,710 | $17.3M | 2.70% | +3,349+10.3% | Added |
| Maestria Partners LLC | 35,710 | $17.3M | 5.06% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 35,709 | $17.3M | 3.29% | −2,397−6.3% | Reduced |
| Personal Cfo Solutions, LLC | 35,655 | $17.2M | 2.74% | +978+2.8% | Added |
| Heritage Wealth Management, Inc. | 35,655 | $17.2M | 4.80% | −482−1.3% | Reduced |
| Aries Wealth Management | 35,652 | $17.2M | 3.82% | +99+0.3% | Added |
| Mattern Capital Management, LLC | 35,625 | $17.2M | 2.03% | −1,595−4.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 35,625 | $17.2M | 3.70% | +69+0.2% | Added |
| Delta Global Management LP | 35,616 | $17.2M | 1.25% | −105,576−74.8% | Reduced |
| Kesler, Norman & Wride, LLC | 35,560 | $17.2M | 2.95% | +249+0.7% | Added |
| SOA Wealth Advisors, LLC. | 78,260 | $17.2M | 2.90% | −45,967−37.0% | Reduced |
| Capital Investment Counsel, LLC | 35,549 | $17.2M | 2.39% | +508+1.4% | Added |
| Grove Bank & Trust | 35,530 | $17.2M | 1.93% | −803−2.2% | Reduced |
| Wills Financial Group LLC | 35,455 | $17.1M | 6.55% | −4,994−12.3% | Reduced |
| Argentarii, LLC | 35,436 | $17.1M | 5.78% | +3,891+12.3% | Added |
| Central Bank & Trust Co | 35,272 | $17.1M | 2.64% | −1,100−3.0% | Reduced |
| Tyche Wealth Partners LLC | 35,222 | $17.0M | 2.70% | +4,078+13.1% | Added |
| Burke & Herbert Bank & Trust Co | 35,172 | $17.0M | 4.70% | −9,779−21.8% | Reduced |
| Legacy Financial Advisors, Inc. | 35,145 | $17.0M | 2.35% | −713−2.0% | Reduced |
| Focused Alpha, LLC | 35,121 | $17.0M | 4.99% | +35,121 | New |
| Mitchell McLeod Pugh & Williams Inc | 42,334 | $17.0M | 2.42% | +4,966+13.3% | Added |
| Ravenstone Capital Management Inc. | 35,110 | $17.0M | 7.75% | +799+2.3% | Added |
| Plancorp, LLC | 35,030 | $16.9M | 0.51% | −667−1.9% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34,973 | $16.9M | 1.01% | +920+2.7% | Added |
| DLK Investment Management, LLC | 34,937 | $16.9M | 6.29% | −98−0.3% | Reduced |
| Connable Office Inc | 34,903 | $16.9M | 1.55% | −160−0.5% | Reduced |
| Miller Investment Management, LP | 34,755 | $16.8M | 1.64% | +996+3.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 34,720 | $16.8M | 1.89% | −310−0.9% | Reduced |
| Greystone Financial Group, LLC | 34,701 | $16.8M | 2.62% | −294−0.8% | Reduced |
| Winton Group Ltd | 34,699 | $16.8M | 0.58% | +23,480+209.3% | Added |
| Argonautica Private Wealth Management, Inc | 34,694 | $16.8M | 4.93% | −2,394−6.5% | Reduced |
| KPP Advisory Services LLC | 34,669 | $16.8M | 2.44% | +77+0.2% | Added |
| Brentview Investment Management LLC | 34,600 | $16.7M | 7.57% | +132+0.4% | Added |
| BIP Wealth, LLC | 34,577 | $16.7M | 0.59% | +14,190+69.6% | Added |
| First Bank & Trust | 34,562 | $16.7M | 2.72% | −83−0.2% | Reduced |
| Benedict Financial Advisors Inc | 34,555 | $16.7M | 3.52% | −666−1.9% | Reduced |
| Portland Global Advisors LLC | 34,534 | $16.7M | 1.79% | −864−2.4% | Reduced |
| Consolidated Planning Corp | 34,523 | $16.7M | 1.69% | +2,841+9.0% | Added |
| BankPlus Trust Department | 34,521 | $16.7M | 4.37% | −2,298−6.2% | Reduced |
| Nicholas Investment Partners, LP | 34,466 | $16.7M | 1.21% | 00.0% | Unchanged |
| State of Wyoming | 34,451 | $16.7M | 1.82% | +7,774+29.1% | Added |
| Cooper Creek Partners Management LLC | 34,444 | $16.7M | 0.79% | −21,381−38.3% | Reduced |
| TLW Wealth Management, LLC | 34,435 | $16.7M | 9.60% | −1,807−5.0% | Reduced |
| Hound Partners, LLC | 34,345 | $16.6M | 2.30% | −543−1.6% | Reduced |
| Arrow Financial Corp | 34,325 | $16.6M | 1.65% | −1,335−3.7% | Reduced |
| Gifford Fong Associates | 34,302 | $16.6M | 3.31% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 34,233 | $16.6M | 2.35% | +162+0.5% | Added |
| DCM Advisors, LLC | 34,290 | $16.5M | 6.86% | −127−0.4% | Reduced |
| Mirador Capital Partners LP | 34,187 | $16.5M | 2.27% | +741+2.2% | Added |
| Citizens Business Bank | 34,184 | $16.5M | 2.73% | +500+1.5% | Added |
| Perennial Investment Advisors, LLC | 34,178 | $16.5M | 1.31% | +602+1.8% | Added |
| Founders Financial Alliance, LLC | 34,140 | $16.5M | 3.12% | +195+0.6% | Added |
| Inspire Trust Co, N.A. | 34,138 | $16.5M | 2.71% | +7,052+26.0% | Added |
| Kidder Stephen W | 34,105 | $16.5M | 4.65% | +24+0.1% | Added |
| Armis Advisers, LLC | 43,163 | $16.5M | 1.85% | −2,790−6.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 34,045 | $16.5M | 4.90% | −7,599−18.2% | Reduced |
| Chatham Capital Group, Inc. | 34,017 | $16.5M | 2.34% | +75+0.2% | Added |
| Quotient Wealth Partners, LLC | 33,980 | $16.4M | 0.44% | −1,397−3.9% | Reduced |
| Torray LLC | 33,960 | $16.4M | 2.35% | −1,570−4.4% | Reduced |
| Old Point Trust & Financial Services N A | 33,867 | $16.4M | 5.11% | −413−1.2% | Reduced |
| Artemis Wealth Advisors, LLC | 33,858 | $16.4M | 2.73% | −6,486−16.1% | Reduced |
| Highline Wealth Partners LLC | 33,851 | $16.4M | 4.61% | −637−1.8% | Reduced |
| Southeast Asset Advisors Inc. | 33,820 | $16.4M | 1.55% | −2,097−5.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 33,724 | $16.3M | 3.35% | +33,724 | New |
| Rockbridge Capital Management LLC | 33,699 | $16.3M | 9.88% | −348−1.0% | Reduced |
| Birinyi Associates Inc | 33,674 | $16.3M | 4.07% | −125−0.4% | Reduced |
| Bedel Financial Consulting, Inc. | 33,631 | $16.3M | 1.75% | −301−0.9% | Reduced |
| Abbot Financial Management, Inc. | 33,500 | $16.2M | 6.72% | −420−1.2% | Reduced |
| Legacy Edge Advisors, LLC | 33,488 | $16.2M | 1.77% | +777+2.4% | Added |
| Wellspring Financial Advisors, LLC | 1,022,100 | $16.1M | 1.28% | +15,564+1.5% | Added |
| Wright Investors Service Inc | 33,382 | $16.1M | 4.85% | −4,061−10.8% | Reduced |
| Interchange Capital Partners, LLC | 33,376 | $16.1M | 2.99% | +922+2.8% | Added |