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 |
|---|---|---|---|---|---|
| Ballast Advisors LLC | 25,494 | $12.3M | 3.40% | −834−3.2% | Reduced |
| Two Sigma Securities, LLC | 25,494 | $12.3M | 1.69% | +24,346+2,120.7% | Added |
| Benson Investment Management Company, Inc. | 25,490 | $12.3M | 4.30% | +757+3.1% | Added |
| Tradewinds Capital Management, LLC | 25,480 | $12.3M | 2.60% | −30.0% | Reduced |
| Windward Capital Management Co | 25,475 | $12.3M | 0.98% | −1,832−6.7% | Reduced |
| Castle Rock Wealth Management, LLC | 29,970 | $12.3M | 2.66% | −506−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 25,422 | $12.3M | 2.33% | +2,576+11.3% | Added |
| David J Yvars Group | 25,404 | $12.3M | 6.55% | +17+0.1% | Added |
| Cardiff Park Advisors, LLC | 25,399 | $12.3M | 1.01% | −54−0.2% | Reduced |
| Frisch Financial Group, Inc. | 25,385 | $12.3M | 2.75% | +1,869+7.9% | Added |
| Tanager Wealth Management LLP | 25,380 | $12.3M | 1.23% | +988+4.1% | Added |
| Settian Capital LP | 25,350 | $12.3M | 8.17% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 25,338 | $12.3M | 3.51% | −163−0.6% | Reduced |
| Tiemann Investment Advisors, LLC | 25,349 | $12.3M | 4.76% | −2,023−7.4% | Reduced |
| Cypress Wealth Services, LLC | 25,325 | $12.2M | 1.69% | +8,398+49.6% | Added |
| Enterprise Financial Services Corp | 25,306 | $12.2M | 6.21% | −199−0.8% | Reduced |
| Breakwater Investment Management | 25,270 | $12.2M | 4.42% | −2,347−8.5% | Reduced |
| Tred Avon Family Wealth, LLC | 25,256 | $12.2M | 3.97% | +2,513+11.0% | Added |
| Elwood Capital Partners LP | 25,243 | $12.2M | 10.44% | 00.0% | Unchanged |
| Permanens Capital L.P. | 25,224 | $12.2M | 1.59% | +12,082+91.9% | Added |
| D'Orazio & Associates, Inc. | 25,183 | $12.2M | 1.56% | −69−0.3% | Reduced |
| First Command Advisory Services, Inc. | 25,162 | $12.2M | 0.08% | +1,779+7.6% | Added |
| Enhancing Capital LLC | 25,108 | $12.1M | 8.69% | −19−0.1% | Reduced |
| Canopy Partners, LLC | 25,068 | $12.1M | 3.95% | +201+0.8% | Added |
| LCNB Corp | 25,062 | $12.1M | 4.06% | +579+2.4% | Added |
| Goodman Advisory Group, LLC | 25,030 | $12.1M | 2.98% | +308+1.2% | Added |
| First Sabrepoint Capital Management LP | 25,000 | $12.1M | 4.97% | −10,000−28.6% | Reduced |
| Tiptree Advisors, LLC | 25,000 | $12.1M | 6.97% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 25,000 | $12.1M | 6.33% | +3,000+13.6% | Added |
| Keystone Wealth Services, LLC | 24,967 | $12.1M | 2.54% | +30+0.1% | Added |
| Wimmer Associates 1, LLC | 24,940 | $12.1M | 5.61% | −369−1.5% | Reduced |
| Geneva Partners, LLC | 24,921 | $12.1M | 4.29% | +638+2.6% | Added |
| Prestige Wealth Management Group LLC | 24,902 | $12.0M | 2.30% | −259−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 24,885 | $12.0M | 4.20% | +21,300+594.1% | Added |
| Valley Brook Capital Group | 24,874 | $12.0M | 7.96% | −125−0.5% | Reduced |
| HBW Advisory Services LLC | 24,843 | $12.0M | 1.31% | −618−2.4% | Reduced |
| Titan Wealth (CI) Ltd | 24,708 | $11.9M | 4.59% | +24,708 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 24,687 | $11.9M | 8.91% | −1,997−7.5% | Reduced |
| Northstar Advisory Group, LLC | 24,685 | $11.9M | 4.24% | −7,256−22.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 24,650 | $11.9M | 5.80% | +6,250+34.0% | Added |
| Regatta Capital Group, LLC | 24,614 | $11.9M | 1.80% | +68+0.3% | Added |
| West Michigan Advisors, LLC | 24,599 | $11.9M | 2.73% | +600+2.5% | Added |
| Pacifica Partners Inc. | 25,154 | $11.9M | 5.29% | +765+3.1% | Added |
| Qsemble Capital Management, LP | 24,594 | $11.9M | 0.98% | +24,594 | New |
| Blodgett Wealth Advisors, LLC | 24,545 | $11.9M | 8.28% | −334−1.3% | Reduced |
| Graham Capital Management, L.P. | 24,483 | $11.8M | 0.41% | +14,478+144.7% | Added |
| Barton Investment Management | 24,461 | $11.8M | 1.27% | −1,314−5.1% | Reduced |
| Aventura Private Wealth, LLC | 24,421 | $11.8M | 4.24% | −1,469−5.7% | Reduced |
| Adirondack Trust Co | 24,414 | $11.8M | 3.88% | −73−0.3% | Reduced |
| Ar Asset Management Inc | 24,399 | $11.8M | 2.41% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 24,368 | $11.8M | 0.72% | +17,337+246.6% | Added |
| OMC Financial Services LTD | 24,334 | $11.8M | 4.39% | +222+0.9% | Added |
| Bey-Douglas LLC | 24,333 | $11.8M | 9.43% | −127−0.5% | Reduced |
| Canton Hathaway, LLC | 24,257 | $11.7M | 2.26% | −100.0% | Reduced |
| Trust Co of Kansas | 24,194 | $11.7M | 5.39% | +126+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 24,186 | $11.7M | 3.16% | +1,815+8.1% | Added |
| Liberty Capital Management, Inc. | 24,162 | $11.7M | 2.18% | −912−3.6% | Reduced |
| Leisure Capital Management | 24,151 | $11.7M | 3.87% | −245−1.0% | Reduced |
| Atlas Legacy Advisors, LLC | 24,468 | $11.7M | 2.05% | +879+3.7% | Added |
| Wealth Preservation Advisors, LLC | 24,104 | $11.7M | 5.87% | −146−0.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,085 | $11.6M | 7.57% | −225−0.9% | Reduced |
| Austin Private Wealth, LLC | 24,034 | $11.6M | 0.87% | −382−1.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,009 | $11.6M | 3.28% | +38+0.2% | Added |
| HHM Wealth Advisors, LLC | 23,944 | $11.6M | 1.37% | +183+0.8% | Added |
| Aspen Investment Management Inc | 23,944 | $11.6M | 3.50% | +6,877+40.3% | Added |
| Triangle Securities Wealth Management | 23,924 | $11.6M | 2.44% | −1,755−6.8% | Reduced |
| Center for Financial Planning, Inc. | 23,886 | $11.6M | 1.20% | +20.0% | Added |
| Quadrant Private Wealth Management, LLC | 23,836 | $11.5M | 1.89% | +2,273+10.5% | Added |
| Wisconsin Capital Management LLC | 23,806 | $11.5M | 5.82% | +377+1.6% | Added |
| First PREMIER Bank | 23,766 | $11.5M | 2.63% | −101−0.4% | Reduced |
| Churchill Financial Advisors, LLC | 23,723 | $11.5M | 3.51% | +23,723 | New |
| Legato Capital Management LLC | 23,722 | $11.5M | 0.99% | +14,851+167.4% | Added |
| Elgethun Capital Management | 23,658 | $11.4M | 1.98% | −464−1.9% | Reduced |
| Red Cedar Investment Management, LLC | 23,625 | $11.4M | 1.23% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 23,566 | $11.4M | 0.84% | +1,249+5.6% | Added |
| Tempo Wealth, LLC | 23,535 | $11.4M | 2.03% | +23,535 | New |
| Forte Asset Management LLC | 23,518 | $11.4M | 5.16% | +11,264+91.9% | Added |
| Atlas Brown,Inc. | 23,494 | $11.4M | 3.38% | −425−1.8% | Reduced |
| Riverview Capital Advisers, LLC | 23,479 | $11.4M | 3.44% | −608−2.5% | Reduced |
| Marathon Wealth Advisors LLC | 23,467 | $11.3M | 4.51% | +23,467 | New |
| Ducere Wealth Management LLC | 23,455 | $11.3M | 4.39% | +23,455 | New |
| Tandem Capital Management Corp | 23,455 | $11.3M | 5.16% | −882−3.6% | Reduced |
| Corsair Capital Management, L.P. | 23,444 | $11.3M | 1.88% | +20.0% | Added |
| SHP Wealth Management | 23,443 | $11.3M | 0.88% | +23,443 | New |
| Eos Management, L.P. | 23,425 | $11.3M | 4.41% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 23,424 | $11.3M | 7.96% | +811+3.6% | Added |
| Main Street Group, LTD | 23,361 | $11.3M | 3.90% | −53−0.2% | Reduced |
| Sonoma Private Wealth LLC | 23,359 | $11.3M | 13.64% | −454−1.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 23,344 | $11.3M | 6.78% | −65−0.3% | Reduced |
| Cim Investment Mangement Inc | 23,321 | $11.3M | 2.95% | 00.0% | Unchanged |
| McAdam, LLC | 23,290 | $11.3M | 0.52% | +2,365+11.3% | Added |
| Cane Capital Partners, LLC | 23,267 | $11.3M | 4.72% | +23,267 | New |
| Compton Wealth Advisory Group, LLC | 23,238 | $11.2M | 2.46% | −137−0.6% | Reduced |
| Charles Schwab Trust Co | 23,236 | $11.2M | 0.74% | +1,428+6.5% | Added |
| Ring Mountain Capital, LLC | 24,428 | $11.2M | 5.76% | +284+1.2% | Added |
| Hengehold Capital Management LLC | 23,213 | $11.2M | 0.95% | +2,322+11.1% | Added |
| Allegheny Financial Group LTD | 23,182 | $11.2M | 1.66% | −186−0.8% | Reduced |
| Elyxium Wealth, LLC | 23,172 | $11.2M | 3.11% | −157−0.7% | Reduced |
| Milestone Asset Management, LLC | 23,097 | $11.2M | 2.11% | +14,673+174.2% | Added |
| LOM Asset Management Ltd | 23,082 | $11.2M | 3.23% | −244−1.0% | Reduced |