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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Harmony Asset Management LLC | 27,578 | $13.3M | 4.47% | +913+3.4% | Added |
| Harbour Capital Advisors, LLC | 28,168 | $13.3M | 2.71% | −60−0.2% | Reduced |
| Orca Investment Management, LLC | 27,545 | $13.3M | 10.49% | −346−1.2% | Reduced |
| Sentry LLC | 27,518 | $13.3M | 3.64% | −518−1.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 27,510 | $13.3M | 0.27% | −712−2.5% | Reduced |
| Waystone Advisors LLC | 27,501 | $13.3M | 11.41% | +27,501 | New |
| Westside Investment Management, Inc. | 27,634 | $13.3M | 2.13% | +103+0.4% | Added |
| Louisbourg Investments Inc. | 33,247 | $13.3M | 2.65% | +1,585+5.0% | Added |
| Ellevest, Inc. | 27,479 | $13.3M | 1.84% | −443−1.6% | Reduced |
| Founders Capital Management | 27,460 | $13.3M | 6.90% | −226−0.8% | Reduced |
| Vectors Research Management, LLC | 27,443 | $13.3M | 4.05% | +9,368+51.8% | Added |
| MJP Associates Inc | 27,396 | $13.2M | 1.66% | +734+2.8% | Added |
| Beacon Investment Advisors LLC | 27,385 | $13.2M | 5.31% | −993−3.5% | Reduced |
| Evexia Wealth LLC | 28,773 | $13.2M | 3.69% | −66−0.2% | Reduced |
| JB Capital LLC | 27,320 | $13.2M | 0.54% | +130+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 27,307 | $13.2M | 2.89% | −579−2.1% | Reduced |
| CORDA Investment Management, LLC. | 27,299 | $13.2M | 0.96% | +1,576+6.1% | Added |
| MEMBERS Trust Co | 27,298 | $13.2M | 0.43% | −158−0.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 27,293 | $13.2M | 5.61% | −91−0.3% | Reduced |
| Brick & Kyle, Associates | 27,273 | $13.2M | 4.67% | −963−3.4% | Reduced |
| Loudon Investment Management, LLC | 27,230 | $13.2M | 6.88% | +194+0.7% | Added |
| Consolidated Investment Group LLC | 27,214 | $13.2M | 1.57% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 27,192 | $13.2M | 6.29% | +3,786+16.2% | Added |
| Golden State Wealth Management, LLC | 27,116 | $13.1M | 1.39% | −430−1.6% | Reduced |
| Empire Financial Management Company, LLC | 27,090 | $13.1M | 2.85% | −145−0.5% | Reduced |
| Hardy Reed LLC | 27,082 | $13.1M | 0.93% | −1,282−4.5% | Reduced |
| Cascades Capital Asset Management, LLC | 27,063 | $13.1M | 5.48% | +333+1.2% | Added |
| Argyle Capital Management Inc. | 27,055 | $13.1M | 4.37% | −121−0.4% | Reduced |
| Agate Pass Investment Management, LLC | 27,036 | $13.1M | 4.86% | +864+3.3% | Added |
| Gardner Lewis Asset Management L P | 26,985 | $13.1M | 3.31% | −20−0.1% | Reduced |
| Huntleigh Advisors, Inc. | 26,985 | $13.1M | 2.20% | +326+1.2% | Added |
| Bank Ozk | 26,967 | $13.0M | 4.60% | −1,339−4.7% | Reduced |
| Radnor Capital Management, LLC | 26,961 | $13.0M | 1.94% | +150+0.6% | Added |
| Revolve Wealth Partners, LLC | 26,961 | $13.0M | 1.53% | −1,683−5.9% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 26,733 | $13.0M | 0.72% | +26,733 | New |
| Richards, Merrill & Peterson, Inc. | 26,919 | $13.0M | 4.99% | +1,642+6.5% | Added |
| Redwood Investment Management, LLC | 26,906 | $13.0M | 1.46% | +6,928+34.7% | Added |
| Keystone Financial Planning, Inc. | 26,868 | $13.0M | 3.77% | −14−0.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 26,857 | $13.0M | 2.56% | +20+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 26,658 | $12.9M | 2.69% | −410−1.5% | Reduced |
| Chaney Capital Management, Inc. | 26,643 | $12.9M | 4.45% | −71−0.3% | Reduced |
| Front Row Advisors LLC | 26,641 | $12.9M | 4.30% | −445−1.6% | Reduced |
| Commonwealth Retirement Investments LLC | 26,623 | $12.9M | 4.15% | +132+0.5% | Added |
| JFS Wealth Advisors, LLC | 26,604 | $12.9M | 0.72% | +1,132+4.4% | Added |
| Kestra Investment Management, LLC | 26,572 | $12.9M | 0.31% | +1,439+5.7% | Added |
| Harrington Investments, INC | 26,534 | $12.8M | 6.45% | −788−2.9% | Reduced |
| Signet Financial Management, LLC | 26,522 | $12.8M | 1.43% | −243−0.9% | Reduced |
| LMR Partners LLP | 26,500 | $12.8M | 0.12% | −105,559−79.9% | Reduced |
| KP Management LLC | 26,500 | $12.8M | 3.99% | +13,000+96.3% | Added |
| S.E.E.D. Planning Group LLC | 26,498 | $12.8M | 3.65% | +534+2.1% | Added |
| Coppell Advisory Solutions LLC | 26,279 | $12.8M | 1.29% | +5,593+27.0% | Added |
| Alpine Woods Capital Investors, LLC | 26,449 | $12.8M | 3.05% | −21−0.1% | Reduced |
| Cito Capital Group, LLC | 26,445 | $12.8M | 3.73% | +1,590+6.4% | Added |
| Councilmark Asset Management, LLC | 26,420 | $12.8M | 7.15% | −841−3.1% | Reduced |
| Lantz Financial LLC | 26,388 | $12.8M | 2.69% | +438+1.7% | Added |
| Menlo Advisors LLC | 26,387 | $12.8M | 5.73% | −100.0% | Reduced |
| Ignite Planners, LLC | 29,639 | $12.8M | 1.95% | +1,666+6.0% | Added |
| Mattson Financial Services, LLC | 26,365 | $12.8M | 2.98% | +332+1.3% | Added |
| Greenfield Savings Bank | 26,343 | $12.7M | 5.36% | −412−1.5% | Reduced |
| Beck Capital Management, LLC | 26,287 | $12.7M | 3.03% | −1,621−5.8% | Reduced |
| Carderock Capital Management Inc | 26,269 | $12.7M | 3.08% | +1,293+5.2% | Added |
| Smith, Moore & Co. | 26,269 | $12.7M | 0.96% | −824−3.0% | Reduced |
| Nicolet Bankshares Inc | 26,263 | $12.7M | 2.04% | −4,025−13.3% | Reduced |
| Wormser Freres Gestion | 26,249 | $12.7M | 7.22% | −461−1.7% | Reduced |
| White Pine Investment CO | 26,161 | $12.7M | 2.98% | −694−2.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,117 | $12.6M | 2.33% | +543+2.1% | Added |
| Freemont Management S.A. | 26,100 | $12.6M | 2.49% | +17,300+196.6% | Added |
| Buttonwood Financial Advisors Inc. | 26,091 | $12.6M | 4.21% | −668−2.5% | Reduced |
| Parisi Gray Wealth Management | 26,072 | $12.6M | 2.86% | +40+0.2% | Added |
| MBL Wealth, LLC | 26,052 | $12.6M | 1.01% | +6,317+32.0% | Added |
| Harbor Advisors LLC | 26,000 | $12.6M | 1.89% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26,000 | $12.6M | 1.45% | +331+1.3% | Added |
| Integrated Investment Consultants, LLC | 25,978 | $12.6M | 2.47% | +439+1.7% | Added |
| Bradyco, Inc. | 25,940 | $12.5M | 15.57% | −3,976−13.3% | Reduced |
| McHugh Group, LLC | 25,931 | $12.5M | 7.13% | −199−0.8% | Reduced |
| IFC Advisors LLC | 25,888 | $12.5M | 1.83% | −29−0.1% | Reduced |
| Mitchell Sinkler & Starr | 25,867 | $12.5M | 5.65% | +105+0.4% | Added |
| Manchester Global Management (UK) Ltd | 25,855 | $12.5M | 1.68% | −99,990−79.5% | Reduced |
| Midland Wealth Advisors LLC | 25,840 | $12.5M | 0.65% | −1,629−5.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 25,839 | $12.5M | 3.27% | −17−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 25,815 | $12.5M | 2.19% | −1,270−4.7% | Reduced |
| Humankind Investments LLC | 25,800 | $12.5M | 5.60% | −6,748−20.7% | Reduced |
| Bulltick Wealth Management, LLC | 25,800 | $12.5M | 2.65% | +2,536+10.9% | Added |
| Herald Investment Management Ltd | 25,800 | $12.5M | 1.63% | +1,500+6.2% | Added |
| KLCM Advisors, Inc. | 25,794 | $12.5M | 1.07% | +3,428+15.3% | Added |
| Bank Hapoalim BM | 25,764 | $12.5M | 1.08% | −22−0.1% | Reduced |
| Sagewood Asset Management LP | 25,764 | $12.5M | 4.42% | +25,764 | New |
| Sivia Capital Partners, LLC | 25,758 | $12.5M | 2.52% | +1,767+7.4% | Added |
| BCS Private Wealth Management, Inc. | 25,727 | $12.4M | 4.25% | −552−2.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 25,700 | $12.4M | 1.04% | −66−0.3% | Reduced |
| Motley Fool Wealth Management, LLC | 25,660 | $12.4M | 0.96% | −6,173−19.4% | Reduced |
| Trust Co of Oklahoma | 25,621 | $12.4M | 3.61% | +478+1.9% | Added |
| United Capital Management of KS, Inc. | 25,611 | $12.4M | 1.74% | +584+2.3% | Added |
| BKM Wealth Management, LLC | 25,570 | $12.4M | 4.52% | +1,273+5.2% | Added |
| Fairfield, Bush & Co. | 25,563 | $12.4M | 6.52% | −682−2.6% | Reduced |
| Monograph Wealth Advisors, LLC | 25,542 | $12.4M | 1.21% | −593−2.3% | Reduced |
| Souders Financial Advisors | 25,534 | $12.3M | 1.41% | +788+3.2% | Added |
| Lineweaver Wealth Advisors, LLC | 25,530 | $12.3M | 1.68% | +2,343+10.1% | Added |
| MinichMacGregor Wealth Management, LLC | 25,529 | $12.3M | 2.24% | +16,580+185.3% | Added |
| Excalibur Management Corp | 25,496 | $12.3M | 4.45% | −584−2.2% | Reduced |