Skip to main content

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.

Institutional holdersQ4 2025: 6,329 institutions
Q1 2021: 4,005 institutionsQ2 2021: 3,989 institutionsQ3 2021: 4,035 institutionsQ4 2021: 4,555 institutionsQ1 2022: 4,550 institutionsQ2 2022: 4,515 institutionsQ3 2022: 4,508 institutionsQ4 2022: 4,679 institutionsQ1 2023: 4,717 institutionsQ2 2023: 4,816 institutionsQ3 2023: 4,862 institutionsQ4 2023: 5,217 institutionsQ1 2024: 5,241 institutionsQ2 2024: 5,270 institutionsQ3 2024: 5,302 institutionsQ4 2024: 5,877 institutionsQ1 2025: 5,777 institutionsQ2 2025: 5,829 institutionsQ3 2025: 5,866 institutionsQ4 2025: 6,329 institutionsQ1 2026: 6,238 institutionsQ2 2026: 6,249 institutions
Value heldQ4 2025: $2.66T
Q1 2021: $1.26TQ2 2021: $1.43TQ3 2021: $1.49TQ4 2021: $1.77TQ1 2022: $1.61TQ2 2022: $1.34TQ3 2022: $1.23TQ4 2022: $1.27TQ1 2023: $1.52TQ2 2023: $1.79TQ3 2023: $1.66TQ4 2023: $1.99TQ1 2024: $2.23TQ2 2024: $2.37TQ3 2024: $2.27TQ4 2024: $2.26TQ1 2025: $2.01TQ2 2025: $2.67TQ3 2025: $2.76TQ4 2025: $2.66TQ1 2026: $1.99TQ2 2026: $2.05T
Institutions holding MSFT and their total value by quarter
QuarterHoldersValue
Q2 20266,249$2.05T
Q1 20266,238$1.99T
Q4 20256,329$2.66T
Q3 20255,866$2.76T
Q2 20255,829$2.67T
Q1 20255,777$2.01T
Q4 20245,877$2.26T
Q3 20245,302$2.27T
Q2 20245,270$2.37T
Q1 20245,241$2.23T
Q4 20235,217$1.99T
Q3 20234,862$1.66T
Q2 20234,816$1.79T
Q1 20234,717$1.52T
Q4 20224,679$1.27T
Q3 20224,508$1.23T
Q2 20224,515$1.34T
Q1 20224,550$1.61T
Q4 20214,555$1.77T
Q3 20214,035$1.49T
Q2 20213,989$1.43T
Q1 20214,005$1.26T

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2025.

Institutions holding MSFT in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Maytus Capital Management, LLC30,000$14.5M3.43%−6,480−17.8%Reduced
Kentucky Farm Bureau Mutual Insurance Co30,000$14.5M3.92%00.0%Unchanged
Telemark Asset Management, LLC30,000$14.5M1.45%+20,000+200.0%Added
Cna Financial Corp30,000$14.5M7.05%+30,000New
Parus Finance (UK) Ltd29,979$14.5M3.81%+190+0.6%Added
BW Gestao de Investimentos Ltda.29,976$14.5M0.51%+7,920+35.9%Added
Main Street Financial Solutions, LLC29,954$14.5M1.09%−22,304−42.7%Reduced
Oarsman Capital, Inc.29,953$14.5M1.88%+1,480+5.2%Added
Telos Capital Management, Inc.29,947$14.5M1.35%+10.0%Added
Roman Butler Fullerton & Co32,092$14.5M3.80%+300+0.9%Added
Chapman Investment Management, LLC29,851$14.4M10.56%−117−0.4%Reduced
Brown, Lisle/Cummings, Inc.29,775$14.4M3.55%+355+1.2%Added
Reuter James Wealth Management, LLC29,773$14.4M1.97%−440−1.5%Reduced
McDonald Partners LLC29,741$14.4M4.53%−2,176−6.8%Reduced
Kensington Investment Counsel, LLC29,742$14.4M5.84%−214−0.7%Reduced
Pine Haven Investment Counsel, Inc29,738$14.4M10.23%+23+0.1%Added
Tounjian Advisory Partners, LLC29,700$14.4M4.86%+3,036+11.4%Added
McDonough Capital Management, Inc29,637$14.3M7.02%+155+0.5%Added
Stony Point Wealth Management Inc.29,614$14.3M5.36%+1,054+3.7%Added
One River Asset Management, LLC29,613$14.3M12.71%+27,511+1,308.8%Added
Crews Bank & Trust29,610$14.3M2.05%−738−2.4%Reduced
Evelyn Partners Investment Management (Europe) Ltd29,595$14.3M4.64%−768−2.5%Reduced
Great Diamond Partners, LLC29,576$14.3M2.75%−296−1.0%Reduced
Eurizon SLJ Capital Ltd29,549$14.3M5.66%+29,549New
NWK Group, Inc.29,524$14.3M4.96%−239−0.8%Reduced
MidWestOne Financial Group, Inc.29,487$14.3M1.58%−696−2.3%Reduced
Am Investment Strategies LLC29,455$14.2M2.96%+2,557+9.5%Added
Kinsale Capital Group, Inc.29,431$14.2M2.36%+1,067+3.8%Added
Linden Thomas Advisory Services, LLC29,424$14.2M1.44%+326+1.1%Added
Wynn Capital, LLC29,377$14.2M6.90%−440−1.5%Reduced
Sustainable Insight Capital Management, LLC29,337$14.2M4.74%−4,229−12.6%Reduced
Dumont & Blake Investment Advisors LLC29,320$14.2M3.41%−34−0.1%Reduced
SmartHarvest Portfolios, LLC29,312$14.2M4.93%+29,312New
Saranac Partners Ltd29,225$14.1M5.53%+5,810+24.8%Added
World Equity Group, Inc.29,223$14.1M3.94%−6,116−17.3%Reduced
Knightsbridge Asset Management, LLC29,198$14.1M2.27%−886−2.9%Reduced
TBH Global Asset Management, LLC29,158$14.1M2.47%+8,932+44.2%Added
Anchyra Partners LLC29,152$14.1M4.32%+29,152New
FSM Wealth Advisors, LLC29,149$14.1M1.93%−2,268−7.2%Reduced
WealthTrust Axiom LLC29,079$14.1M3.62%−284−1.0%Reduced
Concord Investment Counsel Inc.29,072$14.1M4.57%−2,940−9.2%Reduced
Town & Country Bank & Trust CO dba First Bankers Trust CO28,951$14.0M4.71%+674+2.4%Added
Channel Wealth LLC28,949$14.0M3.54%+1,098+3.9%Added
MV Capital Management, Inc.28,925$14.0M1.34%+492+1.7%Added
NovaPoint Capital, LLC28,896$14.0M3.60%+986+3.5%Added
Northstar Asset Management LLC28,870$14.0M2.96%−927−3.1%Reduced
New Republic Capital, LLC28,841$13.9M3.72%+13,842+92.3%Added
Northwest Bancshares, Inc.28,840$13.9M2.70%−3,978−12.1%Reduced
Alta Advisers Ltd28,814$13.9M5.05%−9,380−24.6%Reduced
Abacus Wealth Partners, LLC28,791$13.9M1.37%+20,973+268.3%Added
Capricorn Fund Managers Ltd28,733$13.9M3.35%+1,415+5.2%Added
Leelyn Smith, LLC28,689$13.9M2.01%+356+1.3%Added
Drive Wealth Management, LLC28,686$13.9M2.71%+916+3.3%Added
Albar Capital Partners LLP28,686$13.9M3.28%−5,112−15.1%Reduced
JT Stratford LLC28,684$13.9M1.78%+452+1.6%Added
FORA Capital, LLC28,674$13.9M1.68%+4,709+19.6%Added
RB Capital Management, LLC28,671$13.9M2.81%+618+2.2%Added
Raub Brock Capital Management LP28,642$13.9M3.09%−674−2.3%Reduced
Atlas Wealth LLC28,588$13.8M4.20%−456−1.6%Reduced
Triasima Portfolio Management inc.28,571$13.8M2.07%+1,115+4.1%Added
Berbice Capital Management LLC28,570$13.8M8.30%+1,400+5.2%Added
Heartland Bank & Trust Co28,562$13.8M5.85%−666−2.3%Reduced
Ayrshire Capital Management LLC28,532$13.8M6.33%−2,016−6.6%Reduced
Carnegie Lake Advisors LLC28,529$13.8M5.25%−100−0.3%Reduced
Cardinal Point Capital Management, ULC28,504$13.8M0.90%+2,133+8.1%Added
Penn Davis McFarland Inc28,444$13.8M1.32%−102−0.4%Reduced
Chesapeake Wealth Management28,422$13.7M4.09%+57+0.2%Added
Quantbot Technologies LP28,384$13.7M0.46%+16,966+148.6%Added
Heathbridge Capital Management Ltd.28,380$13.7M5.24%−645−2.2%Reduced
Cambridge Advisors Inc.28,322$13.7M2.61%−413−1.4%Reduced
AIMZ Investment Advisors, LLC28,310$13.7M3.92%−310−1.1%Reduced
Citizens & Northern Corp28,309$13.7M3.39%−2,922−9.4%Reduced
Essex Savings Bank28,275$13.7M2.96%−306−1.1%Reduced
Cherry Creek Investment Advisors, Inc.28,251$13.7M5.84%−103−0.4%Reduced
Nikulski Financial, Inc.28,197$13.6M3.26%+5,251+22.9%Added
McGinn Investment Management, Inc.28,196$13.6M7.92%+581+2.1%Added
Sawyer & Company, Inc28,150$13.6M4.82%+3,110+12.4%Added
Chickasaw Capital Management LLC28,142$13.6M0.56%+407+1.5%Added
Evanson Asset Management, LLC28,132$13.6M0.74%−336−1.2%Reduced
Transamerica Financial Advisors, Inc.28,112$13.6M1.14%+4,290+18.0%Added
Capital Advisors Wealth Management, LLC28,092$13.6M1.85%−508−1.8%Reduced
Lorne Steinberg Wealth Management Inc.28,059$13.6M3.12%−79−0.3%Reduced
Q Capital Solutions28,050$13.6M6.24%−4,025−12.5%Reduced
Fairtree Asset Management (Pty) Ltd28,047$13.6M6.24%+11,708+71.7%Added
Wealth Advisors of Tampa Bay, LLC27,975$13.5M4.67%+1,306+4.9%Added
Mission Creek Capital Partners, Inc.27,972$13.5M2.73%+940+3.5%Added
Peak Planning Group, LLC27,929$13.5M3.79%+7,190+34.7%Added
Enclave Advisors LLC27,882$13.5M1.91%−414−1.5%Reduced
Eukles Asset Management27,845$13.5M5.24%−217−0.8%Reduced
Meridian Investment Counsel Inc.27,828$13.5M3.24%00.0%Unchanged
Nutshell Asset Management Ltd27,820$13.5M4.80%+8,050+40.7%Added
San Luis Wealth Advisors LLC27,743$13.4M2.25%+1,122+4.2%Added
Armstrong Advisory Group, Inc27,733$13.4M0.91%+302+1.1%Added
Key Financial Inc27,711$13.4M2.45%+161+0.6%Added
Hartford Financial Management Inc.27,709$13.4M3.48%+913+3.4%Added
Sandhill Capital Partners LLC27,708$13.4M0.95%+205+0.7%Added
AssuredPartners Investment Advisors, LLC27,685$13.4M1.99%+4,445+19.1%Added
Greater Midwest Financial Group, LLC27,669$13.4M7.48%+1,168+4.4%Added
LRI Investments, LLC53,966$13.4M1.08%−1,450−2.6%Reduced
Transatlantique Private Wealth LLC27,609$13.4M4.20%−334−1.2%Reduced