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 |
|---|---|---|---|---|---|
| Security National Bank of So Dak | 21,151 | $10.2M | 5.04% | −100−0.5% | Reduced |
| Abel Hall, LLC | 21,138 | $10.2M | 2.39% | +11,451+118.2% | Added |
| Prosperitas Financial LLC | 21,126 | $10.2M | 3.98% | +641+3.1% | Added |
| Shaker Investments LLC | 21,121 | $10.2M | 4.25% | +4,737+28.9% | Added |
| Keating Financial Advisory Services, Inc. | 21,065 | $10.2M | 1.38% | +21,065 | New |
| Chelsea Counsel Co | 21,048 | $10.2M | 4.37% | −95−0.4% | Reduced |
| Revisor Wealth Management LLC | 22,286 | $10.2M | 2.72% | +2,864+14.7% | Added |
| Tempus Wealth Planning, LLC | 20,975 | $10.1M | 2.32% | −699−3.2% | Reduced |
| Providence Wealth Advisors, LLC | 21,290 | $10.1M | 6.33% | −559−2.6% | Reduced |
| Highview Capital Management LLC | 20,915 | $10.1M | 3.57% | +70.0% | Added |
| Studio Investment Management LLC | 20,907 | $10.1M | 1.85% | −111−0.5% | Reduced |
| Integrated Quantitative Investments LLC | 20,902 | $10.1M | 2.17% | +9,145+77.8% | Added |
| Wolverine Asset Management LLC | 20,862 | $10.1M | 0.14% | +20,862 | New |
| Hamel Associates, Inc. | 20,854 | $10.1M | 3.04% | −2,296−9.9% | Reduced |
| Cromwell Holdings LLC | 20,858 | $10.1M | 5.51% | 00.0% | Unchanged |
| Mendel Money Management | 20,835 | $10.1M | 4.22% | −366−1.7% | Reduced |
| Wealthedge Investment Advisors, LLC | 20,807 | $10.1M | 3.72% | +4,331+26.3% | Added |
| Wealth Management Associates, Inc. | 20,730 | $10.0M | 3.49% | −105−0.5% | Reduced |
| Alaethes Wealth LLC | 20,688 | $10.0M | 2.82% | +22+0.1% | Added |
| Bizma Investimentos Ltda | 20,675 | $10.0M | 2.81% | −4,125−16.6% | Reduced |
| Seizert Capital Partners, LLC | 20,667 | $9.99M | 0.42% | −5,056−19.7% | Reduced |
| Sentinel Trust Co Lba | 20,646 | $9.98M | 0.98% | +297+1.5% | Added |
| Eagle Wealth Advisors LLC | 20,590 | $9.96M | 8.49% | +20,590 | New |
| First Pacific Financial | 20,585 | $9.96M | 1.30% | −310−1.5% | Reduced |
| Financial Planning Hawaii, Inc. | 20,580 | $9.95M | 5.73% | +20,580 | New |
| Wealth Architects, LLC | 20,578 | $9.95M | 0.90% | −609−2.9% | Reduced |
| Florida Financial Advisors, LLC | 20,559 | $9.93M | 2.70% | +3,842+23.0% | Added |
| Occudo Quantitative Strategies LP | 20,518 | $9.92M | 0.66% | +6,654+48.0% | Added |
| Luma Capital S.A. - SPF | 20,500 | $9.91M | 9.30% | +20,500 | New |
| Walkner Condon Financial Advisors LLC | 20,499 | $9.91M | 1.38% | +884+4.5% | Added |
| Voya Financial Advisors, Inc. | 20,343 | $9.91M | 0.95% | −1,425−6.5% | Reduced |
| Advisors Preferred, LLC | 20,941 | $9.90M | 1.62% | +591+2.9% | Added |
| FLC Capital Advisors | 20,470 | $9.90M | 1.83% | +279+1.4% | Added |
| Paragon Advisors, LLC | 20,456 | $9.89M | 2.69% | +1,002+5.2% | Added |
| General Partner, Inc. | 20,451 | $9.89M | 5.61% | −600−2.9% | Reduced |
| Lynch Asset Management, Inc. | 20,425 | $9.88M | 3.11% | +300+1.5% | Added |
| SFM, LLC | 20,422 | $9.88M | 5.79% | +684+3.5% | Added |
| NWF Advisory Services Inc. | 20,394 | $9.86M | 1.09% | +1,181+6.1% | Added |
| Royal Capital Wealth Management, LLC | 20,389 | $9.86M | 5.82% | +17+0.1% | Added |
| GenTrust, LLC | 20,385 | $9.86M | 0.43% | +1,169+6.1% | Added |
| Investment Partners, Ltd. | 20,378 | $9.86M | 3.45% | −624−3.0% | Reduced |
| First Washington CORP | 20,366 | $9.85M | 2.55% | −155−0.8% | Reduced |
| Thrive Wealth Management, LLC | 20,360 | $9.85M | 1.45% | −712−3.4% | Reduced |
| Uncommon Cents Investing LLC | 20,356 | $9.84M | 2.38% | −7,136−26.0% | Reduced |
| Bernard Wealth Management Corp. | 20,345 | $9.84M | 3.99% | −163−0.8% | Reduced |
| KWMG, LLC | 20,341 | $9.84M | 0.85% | −240−1.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 20,340 | $9.84M | 2.74% | −183−0.9% | Reduced |
| Horizon Investment Services, LLC | 20,322 | $9.83M | 3.54% | −13−0.1% | Reduced |
| Beacon Financial Group | 20,317 | $9.83M | 0.98% | −740−3.5% | Reduced |
| Richard P Slaughter Associates Inc | 20,314 | $9.82M | 2.06% | +2,726+15.5% | Added |
| Buffalo Business & Estate Services Ltd | 20,307 | $9.82M | 1.41% | +20,307 | New |
| BTG Pactual Asset Management US LLC | 20,296 | $9.82M | 1.09% | −14,773−42.1% | Reduced |
| Byrne Asset Management LLC | 20,292 | $9.81M | 5.47% | −204−1.0% | Reduced |
| FACT Capital, LP | 20,292 | $9.81M | 5.49% | −4,056−16.7% | Reduced |
| Cooper Investors Pty Ltd | 20,290 | $9.81M | 3.26% | −2,900−12.5% | Reduced |
| Lesa Sroufe & Co | 20,278 | $9.81M | 7.30% | −98−0.5% | Reduced |
| WealthPLAN Partners, LLC | 20,278 | $9.81M | 1.47% | −7,237−26.3% | Reduced |
| Resurgent Financial Advisors LLC | 20,265 | $9.80M | 4.91% | −2,067−9.3% | Reduced |
| Phoenix Wealth Advisors | 20,263 | $9.80M | 3.77% | −123−0.6% | Reduced |
| Cherokee Insurance Co | 20,225 | $9.78M | 3.97% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 20,203 | $9.77M | 6.10% | +20,203 | New |
| Oribel Capital Management, LP | 20,200 | $9.77M | 0.95% | −114,900−85.0% | Reduced |
| 626 Financial, LLC | 20,199 | $9.77M | 4.22% | −345−1.7% | Reduced |
| Amarillo National Bank | 20,152 | $9.75M | 1.71% | +984+5.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 20,075 | $9.71M | 5.55% | −255−1.3% | Reduced |
| Positano Wealth Management Ltd | 20,051 | $9.70M | 7.58% | +20,051 | New |
| Arkfeld Wealth Strategies, L.L.C. | 20,025 | $9.68M | 3.33% | +89+0.4% | Added |
| Baker Boyer National Bank | 20,016 | $9.68M | 2.92% | +14,373+254.7% | Added |
| Ivy Lane Capital Management, LLC | 20,000 | $9.67M | 12.23% | −10,000−33.3% | Reduced |
| Miura Global Management, LLC | 20,000 | $9.67M | 16.16% | 00.0% | Unchanged |
| Zimmer Partners, LP | 20,000 | $9.67M | 0.25% | 00.0% | Unchanged |
| Rubicon Global Capital Ltd | 20,000 | $9.67M | 2.56% | 00.0% | Unchanged |
| Sym Financial Corp | 19,996 | $9.67M | 0.99% | −705−3.4% | Reduced |
| Burford Brothers, Inc. | 19,976 | $9.66M | 3.99% | +104+0.5% | Added |
| Bender Robert & Associates | 19,912 | $9.63M | 2.00% | −104−0.5% | Reduced |
| Maia Wealth LLC | 23,941 | $9.62M | 1.64% | +1,249+5.5% | Added |
| Boxwood Ventures, Inc. | 19,890 | $9.62M | 9.68% | 00.0% | Unchanged |
| Anb Bank | 19,888 | $9.62M | 3.82% | +23+0.1% | Added |
| Martin & Co Inc | 19,862 | $9.61M | 1.65% | +459+2.4% | Added |
| Arsenal Capital Advisors LLC | 19,842 | $9.60M | 6.78% | +19,842 | New |
| Alexander Labrunerie & Co., Inc. | 19,833 | $9.59M | 3.47% | −220−1.1% | Reduced |
| RBA Wealth Management, LLC | 19,830 | $9.59M | 3.25% | −115−0.6% | Reduced |
| Bouvel Investment Partners, LLC | 19,826 | $9.59M | 2.76% | +320+1.6% | Added |
| Elevated Capital Advisors, LLC | 19,809 | $9.58M | 2.23% | +436+2.3% | Added |
| Marino, Stram & Associates LLC | 19,807 | $9.58M | 1.73% | −1,542−7.2% | Reduced |
| Henson-Edgewater Management, LLC | 19,805 | $9.58M | 5.66% | +19,805 | New |
| Commonwealth Financial Services, LLC | 19,793 | $9.57M | 1.58% | +325+1.7% | Added |
| Keudell/Morrison Wealth Management | 19,787 | $9.57M | 2.01% | +19,787 | New |
| 1248 Management, LLC | 19,781 | $9.57M | 5.12% | +1,119+6.0% | Added |
| Greenberg Financial Group | 19,777 | $9.56M | 3.94% | +19,777 | New |
| McBroom & Associates, LLC | 19,775 | $9.56M | 4.65% | +159+0.8% | Added |
| Hudson Canyon Capital Management | 19,770 | $9.56M | 5.59% | 00.0% | Unchanged |
| CacheTech Inc. | 19,741 | $9.55M | 1.77% | +3,191+19.3% | Added |
| Gilliland Jeter Wealth Management LLC | 19,721 | $9.54M | 2.88% | −175−0.9% | Reduced |
| Wrapmanager Inc | 19,713 | $9.53M | 3.22% | −3,066−13.5% | Reduced |
| Gold Investment Management Ltd. | 19,706 | $9.53M | 3.04% | +71+0.4% | Added |
| Socorro Asset Management LP | 19,701 | $9.53M | 3.69% | +3,246+19.7% | Added |
| LFG Wealth Partners, LLC | 19,700 | $9.53M | 6.07% | +19,700 | New |
| JPL Wealth Management, LLC | 19,694 | $9.52M | 2.32% | −882−4.3% | Reduced |
| Copos Capital S.a r.l. | 19,679 | $9.52M | 6.65% | +19,679 | New |