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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 23,082 | $11.2M | 7.83% | +1,937+9.2% | Added |
| 3Chopt Investment Partners, LLC | 23,037 | $11.1M | 2.50% | +459+2.0% | Added |
| Crown Wealth Group, LLC | 23,021 | $11.1M | 3.11% | +314+1.4% | Added |
| Everpar Advisors LLC | 22,959 | $11.1M | 4.12% | +1,411+6.5% | Added |
| Marathon Capital Management | 22,942 | $11.1M | 2.39% | −528−2.2% | Reduced |
| AMJ Financial Wealth Management | 22,939 | $11.1M | 2.66% | −33−0.1% | Reduced |
| RPg Family Wealth Advisory, LLC | 22,925 | $11.1M | 2.44% | +3,985+21.0% | Added |
| Howard Financial Services, Ltd. | 22,905 | $11.1M | 1.30% | +1,345+6.2% | Added |
| Arista Wealth Management, LLC | 22,854 | $11.1M | 1.36% | −603−2.6% | Reduced |
| Stableford Capital II LLC | 22,824 | $11.0M | 3.99% | −468−2.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 22,786 | $11.0M | 2.02% | −241−1.0% | Reduced |
| ORG Partners LLC | 22,771 | $11.0M | 1.94% | +384+1.7% | Added |
| IMC-Chicago, LLC | 22,768 | $11.0M | 0.19% | +22,768 | New |
| Atmos Capital Gestao de Recursos Ltda. | 22,750 | $11.0M | 1.67% | −6,485−22.2% | Reduced |
| Penbrook Management LLC | 22,750 | $11.0M | 7.59% | −1,555−6.4% | Reduced |
| Rayburn West Financial Services LLC | 22,736 | $11.0M | 6.83% | +22,736 | New |
| Blue Edge Capital, LLC | 22,730 | $11.0M | 1.47% | +1,158+5.4% | Added |
| Mount Vernon Associates Inc | 22,708 | $11.0M | 7.39% | +193+0.9% | Added |
| Fremen Capital Management LP | 22,706 | $11.0M | 8.98% | +22,706 | New |
| Solstein Capital, LLC | 22,674 | $11.0M | 4.40% | −290−1.3% | Reduced |
| Cottage Street Advisors LLC | 22,643 | $11.0M | 4.63% | −1,136−4.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 22,628 | $10.9M | 2.48% | +1,609+7.7% | Added |
| Centerpoint Advisors, LLC | 22,617 | $10.9M | 3.36% | −97−0.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 22,553 | $10.9M | 5.85% | −494−2.1% | Reduced |
| Lederer & Associates Investment Counsel | 22,548 | $10.9M | 7.32% | −1,146−4.8% | Reduced |
| Facet Wealth, Inc. | 22,619 | $10.9M | 0.19% | +10,172+81.7% | Added |
| First Commonwealth Financial Corp | 22,500 | $10.9M | 1.79% | −231−1.0% | Reduced |
| Seven Mile Advisory | 22,479 | $10.9M | 1.87% | −2,113−8.6% | Reduced |
| Chesapeake Asset Management LLC | 22,467 | $10.9M | 9.01% | −407−1.8% | Reduced |
| Atwater Malick LLC | 22,455 | $10.9M | 2.99% | +830+3.8% | Added |
| Delaney Dennis R | 22,438 | $10.9M | 5.45% | −110−0.5% | Reduced |
| Greenline Partners, LLC | 22,366 | $10.8M | 1.24% | −1,960−8.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 22,333 | $10.8M | 4.64% | +227+1.0% | Added |
| B&L Asset Management LLC | 22,330 | $10.8M | 4.85% | +591+2.7% | Added |
| Palumbo Wealth Management LLC | 22,330 | $10.8M | 2.66% | +88+0.4% | Added |
| Windle Wealth, LLC | 22,324 | $10.8M | 4.84% | −127−0.6% | Reduced |
| Moseley Investment Management Inc | 22,272 | $10.8M | 3.33% | −1,119−4.8% | Reduced |
| Stamos Capital Partners, L.P. | 22,265 | $10.8M | 1.73% | +3,944+21.5% | Added |
| Colonial River Wealth Management, LLC | 22,262 | $10.8M | 3.84% | +2,612+13.3% | Added |
| Fusion Capital, LLC | 22,235 | $10.8M | 3.02% | +612+2.8% | Added |
| Concentrum Wealth Management | 22,203 | $10.7M | 3.00% | +4,585+26.0% | Added |
| Ardsley Advisory Partners LP | 22,200 | $10.7M | 1.37% | −14,800−40.0% | Reduced |
| Diligent Investors, LLC | 22,199 | $10.7M | 2.64% | +151+0.7% | Added |
| Cascade Financial Partners, LLC | 22,189 | $10.7M | 1.09% | −401−1.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 22,159 | $10.7M | 1.10% | +220+1.0% | Added |
| Stablepoint Partners, LLC | 22,144 | $10.7M | 1.67% | +107+0.5% | Added |
| Hartford Funds Management Co LLC | 22,139 | $10.7M | 0.88% | +6,173+38.7% | Added |
| Pitcairn Wealth Advisors LLC | 22,141 | $10.7M | 0.96% | +22,141 | New |
| Clark Asset Management, LLC | 22,139 | $10.7M | 1.11% | +2,423+12.3% | Added |
| Promethos Capital, LLC | 22,135 | $10.7M | 2.92% | +22,135 | New |
| Mach-1 Financial Group, Inc. | 22,132 | $10.7M | 2.20% | +5,517+33.2% | Added |
| Summa Corp. | 22,131 | $10.7M | 4.59% | −745−3.3% | Reduced |
| High Note Wealth, LLC | 22,079 | $10.7M | 2.09% | +63+0.3% | Added |
| Secure Asset Management, LLC | 22,061 | $10.7M | 1.68% | −230−1.0% | Reduced |
| Advanced Asset Management Advisors Inc | 22,043 | $10.7M | 2.91% | +30.0% | Added |
| Wealth Management Partners, LLC | 22,003 | $10.6M | 3.04% | +255+1.2% | Added |
| Redmond Asset Management, LLC | 21,993 | $10.6M | 2.71% | −488−2.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,950 | $10.6M | 3.22% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 21,948 | $10.6M | 6.45% | +21,948 | New |
| Mandatum Life Insurance Co Ltd | 21,916 | $10.6M | 2.42% | −485−2.2% | Reduced |
| Advocate Group LLC | 21,903 | $10.6M | 1.71% | −2,788−11.3% | Reduced |
| Granite Bay Wealth Management, LLC | 21,891 | $10.6M | 2.57% | +3,208+17.2% | Added |
| Curbstone Financial Management Corp | 21,874 | $10.6M | 2.02% | −636−2.8% | Reduced |
| Eagle Capital Management, LLC | 21,859 | $10.6M | 3.84% | −292−1.3% | Reduced |
| Pines Wealth Management, LLC | 21,843 | $10.6M | 3.42% | −38−0.2% | Reduced |
| Mezzasalma Advisors, LLC | 22,314 | $10.6M | 2.54% | +191+0.9% | Added |
| United Bank | 21,813 | $10.5M | 3.58% | +1,028+4.9% | Added |
| Eastover Investment Advisors LLC | 21,806 | $10.5M | 4.64% | −230−1.0% | Reduced |
| Ami Investment Management Inc | 21,784 | $10.5M | 2.37% | +344+1.6% | Added |
| Notis-McConarty Edward | 21,784 | $10.5M | 4.89% | +100.0% | Added |
| LCM Capital Management Inc | 21,766 | $10.5M | 5.09% | −246−1.1% | Reduced |
| Parkwood LLC | 21,739 | $10.5M | 0.89% | −7,438−25.5% | Reduced |
| Genus Capital Management Inc. | 21,707 | $10.5M | 1.22% | −4,130−16.0% | Reduced |
| Blueprint Investment Partners LLC | 21,693 | $10.5M | 1.12% | −7,879−26.6% | Reduced |
| Retirement Solution Inc. | 21,651 | $10.5M | 2.32% | +435+2.1% | Added |
| IMA Wealth, Inc. | 21,629 | $10.5M | 1.00% | +264+1.2% | Added |
| Barbara Oil Co. | 21,620 | $10.5M | 3.88% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 21,605 | $10.4M | 3.73% | −46−0.2% | Reduced |
| StrongBox Wealth, LLC | 21,593 | $10.4M | 3.43% | +1,102+5.4% | Added |
| Abundance Wealth Counselors | 21,587 | $10.4M | 1.76% | −15−0.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 22,658 | $10.4M | 2.59% | −735−3.1% | Reduced |
| Income Insurance Ltd | 21,460 | $10.4M | 6.73% | +21,460 | New |
| Asahi Life Asset Management Co., Ltd. | 21,459 | $10.4M | 5.79% | −798−3.6% | Reduced |
| Onefund, LLC | 21,416 | $10.4M | 6.18% | +1,010+4.9% | Added |
| Trilogy Capital Inc. | 21,378 | $10.3M | 0.46% | +1,547+7.8% | Added |
| Summit Financial Strategies, Inc. | 21,377 | $10.3M | 0.85% | −65−0.3% | Reduced |
| SOL Capital Management CO | 21,376 | $10.3M | 0.93% | −989−4.4% | Reduced |
| Breakwater Capital Group | 21,350 | $10.3M | 1.44% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 21,203 | $10.3M | 3.44% | +58+0.3% | Added |
| AXA S.A. | 21,346 | $10.3M | 4.88% | −2,239−9.5% | Reduced |
| Katamaran Capital LLP | 21,337 | $10.3M | 7.81% | +8,392+64.8% | Added |
| Rainier Family Wealth Inc | 21,328 | $10.3M | 7.77% | +889+4.3% | Added |
| Abacus Planning Group, Inc. | 21,304 | $10.3M | 1.37% | −45−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 21,224 | $10.3M | 3.01% | −777−3.5% | Reduced |
| Forefront Wealth Management Inc. | 21,200 | $10.3M | 7.36% | −231−1.1% | Reduced |
| Cumberland Advisors Inc | 21,200 | $10.3M | 3.89% | +1,255+6.3% | Added |
| Virtue Capital Management, LLC | 21,670 | $10.2M | 1.58% | +13,084+152.4% | Added |
| SNS Financial Group, LLC | 21,175 | $10.2M | 0.88% | +1,487+7.6% | Added |
| O'Brien Greene & Co. Inc | 21,168 | $10.2M | 3.04% | +779+3.8% | Added |
| GSG Advisors LLC | 21,165 | $10.2M | 2.64% | +155+0.7% | Added |