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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 33,348 | $16.1M | 0.56% | −1,169−3.4% | Reduced |
| Acumen Wealth Advisors, LLC | 33,339 | $16.1M | 4.64% | +33,339 | New |
| Biltmore Family Office, LLC | 33,298 | $16.1M | 2.22% | +1,364+4.3% | Added |
| Shikiar Asset Management Inc | 33,263 | $16.1M | 4.01% | −345−1.0% | Reduced |
| Financial Perspectives, Inc | 33,225 | $16.1M | 4.33% | −25−0.1% | Reduced |
| Magnus Financial Group LLC | 33,223 | $16.1M | 1.23% | +1,561+4.9% | Added |
| Roberts Wealth Advisors, LLC | 33,218 | $16.1M | 4.19% | −3,538−9.6% | Reduced |
| LMG Wealth Partners, LLC | 33,218 | $16.1M | 3.00% | −662−2.0% | Reduced |
| Once Capital Management, LLC | 33,200 | $16.1M | 4.05% | 00.0% | Unchanged |
| Somerset Trust Co | 33,190 | $16.1M | 4.91% | −146−0.4% | Reduced |
| Alpha Family Trust | 33,105 | $16.0M | 7.29% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 33,063 | $16.0M | 8.96% | −651−1.9% | Reduced |
| Muhlenkamp & Co Inc | 33,005 | $16.0M | 4.29% | +658+2.0% | Added |
| Zullo Investment Group, Inc. | 32,985 | $16.0M | 5.84% | −334−1.0% | Reduced |
| Consolidated Capital Management, LLC | 32,954 | $15.9M | 4.82% | +3,090+10.3% | Added |
| TCI Wealth Advisors, Inc. | 32,925 | $15.9M | 0.88% | −276−0.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 32,920 | $15.9M | 3.48% | −100.0% | Reduced |
| Builder Investment Group Inc | 32,840 | $15.9M | 3.43% | −10.0% | Reduced |
| Boothbay Fund Management, LLC | 32,825 | $15.9M | 0.42% | −18,440−36.0% | Reduced |
| Lummis Asset Management, LP | 32,814 | $15.9M | 9.76% | +16,938+106.7% | Added |
| United Advisor Group, LLC | 32,669 | $15.8M | 2.03% | +1,266+4.0% | Added |
| Strategic Investment Advisors | 32,613 | $15.8M | 1.36% | −490−1.5% | Reduced |
| Proficio Capital Partners LLC | 32,525 | $15.7M | 1.10% | −1,069−3.2% | Reduced |
| JNBA Financial Advisors | 32,497 | $15.7M | 1.37% | +149+0.5% | Added |
| Sloy Dahl & Holst, LLC | 32,482 | $15.7M | 1.89% | −8,012−19.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 32,471 | $15.7M | 2.52% | +2,392+8.0% | Added |
| University of Wisconsin Foundation | 32,429 | $15.7M | 13.19% | +12,998+66.9% | Added |
| Finer Wealth Management, Inc. | 32,422 | $15.7M | 7.59% | +2,834+9.6% | Added |
| Chapin Davis, Inc. | 32,420 | $15.7M | 3.67% | −273−0.8% | Reduced |
| Baldwin Investment Management, LLC | 32,411 | $15.7M | 1.77% | −277−0.8% | Reduced |
| Dudley Capital Management, LLC | 32,345 | $15.6M | 6.86% | −180−0.6% | Reduced |
| Green Harvest Asset Management LLC | 32,264 | $15.6M | 0.23% | −230−0.7% | Reduced |
| TRUE Private Wealth Advisors | 32,210 | $15.6M | 1.56% | −220−0.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 32,186 | $15.6M | 2.62% | +32,186 | New |
| Lombard Odier Asset Management (Europe) Ltd | 32,146 | $15.5M | 0.79% | +591+1.9% | Added |
| Cornerstone Advisory, LLC | 32,102 | $15.5M | 1.48% | −245−0.8% | Reduced |
| GKV Capital Management Co., Inc. | 32,067 | $15.5M | 5.80% | −20.0% | Reduced |
| Hudson Value Partners, LLC | 31,758 | $15.4M | 4.61% | +577+1.9% | Added |
| Round Rock Advisors, LLC | 31,900 | $15.4M | 2.32% | −2,003−5.9% | Reduced |
| WealthShield Partners, LLC | 31,899 | $15.4M | 1.70% | +651+2.1% | Added |
| Capital Performance Advisors LLP | 31,813 | $15.4M | 1.09% | +7,172+29.1% | Added |
| Birch Capital Management, LLC | 31,801 | $15.4M | 7.67% | +30.0% | Added |
| Legacy Advisors, LLC | 31,719 | $15.3M | 1.65% | +3,757+13.4% | Added |
| Allen Capital Group, LLC | 31,715 | $15.3M | 1.41% | +1,618+5.4% | Added |
| West Family Investments, Inc. | 31,687 | $15.3M | 3.60% | −2,174−6.4% | Reduced |
| Silver Oak Securities, Inc | 31,368 | $15.3M | 1.03% | +2,047+7.0% | Added |
| Boit C F David | 31,804 | $15.2M | 6.59% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 31,408 | $15.2M | 5.45% | +1,969+6.7% | Added |
| Beutel, Goodman & Co Ltd. | 31,378 | $15.2M | 0.09% | −3,169−9.2% | Reduced |
| Nadler Financial Group, Inc. | 31,370 | $15.2M | 1.41% | +233+0.7% | Added |
| CNB Bank | 31,334 | $15.2M | 6.20% | +821+2.7% | Added |
| Chronos Wealth Management, LLC | 31,313 | $15.1M | 7.01% | +16+0.1% | Added |
| John G Ullman & Associates Inc | 31,311 | $15.1M | 2.02% | −648−2.0% | Reduced |
| Vista Capital Partners, Inc. | 31,309 | $15.1M | 1.49% | +1,420+4.8% | Added |
| Financial Network Wealth Management LLC | 31,295 | $15.1M | 4.65% | −71−0.2% | Reduced |
| Advyzon Investment Management, LLC | 31,241 | $15.1M | 1.75% | +10,011+47.2% | Added |
| Annandale Capital, LLC | 31,199 | $15.1M | 2.46% | +8,117+35.2% | Added |
| Oxler Private Wealth LLC | 31,176 | $15.1M | 4.37% | −152−0.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 31,160 | $15.1M | 5.71% | +2,417+8.4% | Added |
| Sone Capital Management, LLC | 31,087 | $15.0M | 1.22% | +12,437+66.7% | Added |
| Carroll Investors, Inc | 31,071 | $15.0M | 7.18% | +946+3.1% | Added |
| RDA Financial Network | 31,056 | $15.0M | 3.62% | +478+1.6% | Added |
| Monument Capital Management | 31,005 | $15.0M | 3.73% | +110+0.4% | Added |
| Icapital Wealth LLC | 30,971 | $15.0M | 7.28% | +11,114+56.0% | Added |
| Parker Investment Management, LLC | 30,946 | $15.0M | 2.13% | −1,881−5.7% | Reduced |
| Jupiter Wealth Management LLC | 37,241 | $15.0M | 6.66% | +5,014+15.6% | Added |
| Financial Security Advisor, Inc. | 30,939 | $15.0M | 2.90% | +461+1.5% | Added |
| Fortis Capital Advisors, LLC | 30,905 | $14.9M | 2.21% | −145−0.5% | Reduced |
| DGS Capital Management, LLC | 30,867 | $14.9M | 2.56% | +738+2.4% | Added |
| Old Port Advisors | 30,860 | $14.9M | 3.68% | +41+0.1% | Added |
| Broadwater Capital Management LLC | 30,844 | $14.9M | 11.15% | −3,030−8.9% | Reduced |
| Ashton Thomas Securities, LLC | 30,807 | $14.9M | 2.83% | −2,697−8.0% | Reduced |
| Hollow Brook Wealth Management LLC | 30,798 | $14.9M | 3.85% | −3,943−11.3% | Reduced |
| Root Financial Partners, LLC | 30,791 | $14.9M | 0.77% | +1,829+6.3% | Added |
| Sonata Capital Group Inc | 30,784 | $14.9M | 5.38% | −417−1.3% | Reduced |
| Glass Wealth Management Co LLC | 30,780 | $14.9M | 6.11% | −103−0.3% | Reduced |
| Stonebridge Financial Group, LLC | 30,762 | $14.9M | 1.27% | −807−2.6% | Reduced |
| Osprey Private Wealth LLC | 30,760 | $14.9M | 4.28% | +9,305+43.4% | Added |
| Clear Creek Financial Management, LLC | 30,741 | $14.9M | 1.21% | −97−0.3% | Reduced |
| Stonebrook Private Inc. | 30,739 | $14.9M | 3.11% | −9,605−23.8% | Reduced |
| Garrett Investment Advisors LLC | 30,710 | $14.9M | 1.18% | +2,117+7.4% | Added |
| Garrison Point Advisors, LLC | 30,701 | $14.8M | 6.57% | −1,312−4.1% | Reduced |
| Triad Wealth Partners, LLC | 30,674 | $14.8M | 1.41% | +3,718+13.8% | Added |
| White Pine Capital LLC | 30,657 | $14.8M | 4.08% | +277+0.9% | Added |
| Atlas Capital Advisors LLC | 30,647 | $14.8M | 1.65% | +30,647 | New |
| Bank of New Hampshire | 30,641 | $14.8M | 3.33% | −1,533−4.8% | Reduced |
| Indivisible Partners | 30,591 | $14.8M | 1.60% | +30,591 | New |
| Concord Asset Management, LLC | 30,407 | $14.7M | 2.55% | +1,172+4.0% | Added |
| TownSquare Capital, LLC | 30,365 | $14.7M | 3.29% | −13,758−31.2% | Reduced |
| Argos Wealth Advisors, LLC | 30,340 | $14.7M | 4.28% | +30,340 | New |
| Quadcap Wealth Management, LLC | 30,330 | $14.7M | 1.68% | −210−0.7% | Reduced |
| Sound Income Strategies, LLC | 31,824 | $14.6M | 0.69% | +9,322+41.4% | Added |
| Glassy Mountain Advisors, Inc. | 30,254 | $14.6M | 4.42% | −479−1.6% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 30,000 | $14.6M | 1.11% | +30,000 | New |
| Drexel Morgan & Co. | 30,129 | $14.6M | 2.28% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 30,110 | $14.6M | 1.59% | −1,061−3.4% | Reduced |
| Chancellor Financial Group WB LP | 30,061 | $14.5M | 9.95% | +59+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 30,055 | $14.5M | 2.80% | +221+0.7% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 30,039 | $14.5M | 9.12% | −860−2.8% | Reduced |
| KG&L Capital Management,LLC | 30,039 | $14.5M | 3.75% | +5,109+20.5% | Added |