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 |
|---|---|---|---|---|---|
| RD Finance Ltd | 19,664 | $9.51M | 9.61% | +19,664 | New |
| Townsend Asset Management Corp | 19,656 | $9.51M | 3.35% | −72−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,633 | $9.49M | 1.63% | +491+2.6% | Added |
| Geremia Financial Services, LLC | 19,610 | $9.48M | 7.82% | +19,610 | New |
| Fairvoy Private Wealth, LLC | 19,605 | $9.48M | 2.12% | +54+0.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 19,600 | $9.48M | 2.56% | −300−1.5% | Reduced |
| Weaver Capital Management LLC | 19,590 | $9.47M | 2.00% | +1,250+6.8% | Added |
| First City Capital Management, Inc. | 19,590 | $9.47M | 5.01% | −322−1.6% | Reduced |
| InvesTrust | 19,572 | $9.47M | 3.66% | −5,771−22.8% | Reduced |
| Blume Capital Management, Inc. | 19,566 | $9.46M | 1.74% | −1,710−8.0% | Reduced |
| Trust Co of the South | 19,533 | $9.45M | 1.52% | +330+1.7% | Added |
| Hazlett, Burt & Watson, Inc. | 19,451 | $9.41M | 3.01% | +1,360+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 19,440 | $9.40M | 2.32% | +415+2.2% | Added |
| Victory Financial Group, LLC | 19,439 | $9.40M | 1.18% | +4,838+33.1% | Added |
| Bangor Savings Bank | 19,432 | $9.40M | 0.76% | −796−3.9% | Reduced |
| Sentry Investment Management LLC | 19,419 | $9.39M | 6.17% | +62+0.3% | Added |
| Intrua Financial, LLC | 19,411 | $9.39M | 1.03% | +498+2.6% | Added |
| WealthBridge Investment Counsel Inc. | 19,401 | $9.38M | 2.82% | +1,620+9.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 19,387 | $9.38M | 4.90% | −590−3.0% | Reduced |
| Northern Lights Advisors, Inc. | 19,376 | $9.37M | 6.43% | +19,376 | New |
| Bridgewealth Advisory Group, LLC | 19,368 | $9.37M | 2.07% | +99+0.5% | Added |
| Liberty Wealth Management LLC | 19,362 | $9.36M | 1.21% | −197−1.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,347 | $9.36M | 5.39% | −98−0.5% | Reduced |
| Runnymede Capital Advisors, Inc. | 19,347 | $9.36M | 5.39% | +5,102+35.8% | Added |
| Intellectus Partners, LLC | 19,345 | $9.36M | 1.81% | −270−1.4% | Reduced |
| Alteri Wealth LLC | 19,313 | $9.34M | 3.03% | +310+1.6% | Added |
| Brooks, Moore & Associates, Inc. | 19,303 | $9.34M | 4.59% | +200+1.0% | Added |
| Spirit of America Management Corp | 19,299 | $9.33M | 1.98% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 19,296 | $9.33M | 0.63% | −125−0.6% | Reduced |
| Prudent Investors Network | 19,293 | $9.33M | 2.14% | −547−2.8% | Reduced |
| Stelac Advisory Services LLC | 19,280 | $9.32M | 3.30% | −3,663−16.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 19,261 | $9.32M | 4.02% | +63+0.3% | Added |
| Congress Park Capital LLC | 19,250 | $9.31M | 2.78% | −548−2.8% | Reduced |
| MSH Capital Advisors LLC | 19,246 | $9.31M | 1.99% | +3,485+22.1% | Added |
| Prosperity Financial Group, Inc. | 19,243 | $9.31M | 3.35% | +503+2.7% | Added |
| Trust Investment Advisors | 19,239 | $9.30M | 4.95% | −637−3.2% | Reduced |
| Peoples Financial Services Corp. | 19,229 | $9.30M | 4.34% | −896−4.5% | Reduced |
| Weiss Asset Management LP | 19,215 | $9.29M | 0.13% | −35,368−64.8% | Reduced |
| Convergence Investment Partners, LLC | 19,209 | $9.29M | 1.85% | +2,762+16.8% | Added |
| First Community Trust NA | 19,188 | $9.28M | 6.92% | −1,435−7.0% | Reduced |
| David R. Rahn & Associates Inc. | 19,186 | $9.28M | 2.22% | +131+0.7% | Added |
| Norway Savings Bank | 19,183 | $9.28M | 4.29% | +509+2.7% | Added |
| TB Capital Gestao de Recursos Ltda. | 19,171 | $9.27M | 5.53% | +14,569+316.6% | Added |
| Fortress Private Ledger, LLC | 19,167 | $9.27M | 3.05% | +2,162+12.7% | Added |
| Cavalier Investments, LLC | 19,160 | $9.27M | 2.88% | −8,511−30.8% | Reduced |
| Fulcrum Wealth Advisors, LLC | 19,147 | $9.26M | 7.62% | +19,147 | New |
| Graybill Bartz & Assoc Ltd | 19,147 | $9.26M | 2.73% | +439+2.3% | Added |
| Blackhawk Capital Partners LLC. | 19,137 | $9.26M | 3.48% | +1,062+5.9% | Added |
| SGL Investment Advisors, Inc. | 23,481 | $9.24M | 3.70% | +1,529+7.0% | Added |
| Scissortail Wealth Management, LLC | 19,109 | $9.24M | 2.11% | −206−1.1% | Reduced |
| Principal Street Partners, LLC | 19,101 | $9.24M | 1.56% | −8,552−30.9% | Reduced |
| Octavia Wealth Advisors, LLC | 19,079 | $9.23M | 0.88% | −2,490−11.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 19,068 | $9.22M | 0.85% | +252+1.3% | Added |
| Gateway Wealth Partners, LLC | 19,067 | $9.22M | 1.03% | +2,248+13.4% | Added |
| KTF Investments, LLC | 19,054 | $9.21M | 1.51% | +19,054 | New |
| Family Legacy, Inc. | 19,031 | $9.20M | 2.76% | −468−2.4% | Reduced |
| Bennett Selby Investments LP | 19,029 | $9.20M | 2.96% | +44+0.2% | Added |
| Chemistry Wealth Management LLC | 19,020 | $9.20M | 1.72% | −255−1.3% | Reduced |
| Flynn Zito Capital Management, LLC | 18,980 | $9.18M | 3.28% | −37−0.2% | Reduced |
| Martin Capital Partners, LLC | 18,952 | $9.17M | 3.45% | +3,118+19.7% | Added |
| North Growth Management Ltd. | 19,000 | $9.16M | 1.43% | 00.0% | Unchanged |
| Ravenswood Partners LP | 18,918 | $9.15M | 3.05% | −66−0.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 18,887 | $9.13M | 2.65% | −402−2.1% | Reduced |
| Vivaldi Capital Management, LLC | 18,876 | $9.13M | 1.24% | +98+0.5% | Added |
| Z3 Capital Partners, LLC | 18,847 | $9.11M | 2.19% | +18,847 | New |
| Probity Advisors, Inc. | 18,841 | $9.11M | 1.46% | −369−1.9% | Reduced |
| DeDora Capital, Inc. | 18,839 | $9.11M | 2.16% | −734−3.8% | Reduced |
| Aurora Investment Managers, LLC. | 18,836 | $9.11M | 5.16% | −77−0.4% | Reduced |
| Caliber Wealth Management, LLC | 18,830 | $9.11M | 0.98% | −449−2.3% | Reduced |
| Byrne Financial Freedom, LLC | 18,825 | $9.10M | 4.18% | −247−1.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 18,821 | $9.10M | 1.02% | +1,867+11.0% | Added |
| Peninsula Asset Management Inc | 18,793 | $9.09M | 4.66% | −520−2.7% | Reduced |
| WT Wealth Management | 18,777 | $9.08M | 2.61% | −317−1.7% | Reduced |
| Cambria Investment Management, L.P. | 18,767 | $9.08M | 0.53% | +859+4.8% | Added |
| Pettee Investors, Inc. | 18,766 | $9.08M | 5.09% | +754+4.2% | Added |
| Evolution Wealth Advisors, LLC | 18,756 | $9.07M | 0.92% | +214+1.2% | Added |
| Trinity Legacy Partners, LLC | 18,742 | $9.06M | 2.08% | +110+0.6% | Added |
| Raelipskie Partnership | 18,734 | $9.06M | 3.80% | +792+4.4% | Added |
| Fiduciary Family Office, LLC | 18,720 | $9.05M | 2.60% | −275−1.4% | Reduced |
| OneAscent Financial Services LLC | 18,711 | $9.05M | 0.83% | −11,277−37.6% | Reduced |
| EagleClaw Capital Managment, LLC | 18,674 | $9.03M | 1.31% | −1,118−5.6% | Reduced |
| Victrix Investment Advisors | 18,651 | $9.02M | 3.49% | +31+0.2% | Added |
| 1776 Wealth LLC | 18,627 | $9.01M | 3.39% | +171+0.9% | Added |
| Noesis Capital Mangement Corp | 18,601 | $9.00M | 1.30% | +572+3.2% | Added |
| Cox Capital Mgt LLC | 19,111 | $8.99M | 5.59% | +341+1.8% | Added |
| Lifeworks Advisors, LLC | 18,597 | $8.99M | 1.16% | −2,494−11.8% | Reduced |
| Daybright Advisory Services, Inc. | 18,593 | $8.99M | 2.40% | +18,593 | New |
| Pensionfund Sabic | 18,590 | $8.99M | 2.44% | −1,300−6.5% | Reduced |
| Twinbeech Capital LP | 18,575 | $8.98M | 0.64% | +18,575 | New |
| Marshall Investment Management, LLC | 18,568 | $8.98M | 4.51% | +1,207+7.0% | Added |
| All Terrain Financial Advisors, LLC | 18,562 | $8.98M | 2.76% | +193+1.1% | Added |
| Exeter Financial, LLC | 18,557 | $8.97M | 3.82% | +40+0.2% | Added |
| Decker Wealth Management LLC | 18,552 | $8.97M | 1.97% | +18,552 | New |
| Darden Wealth Group Inc | 18,536 | $8.96M | 4.35% | +695+3.9% | Added |
| Ewa, LLC | 18,495 | $8.94M | 2.18% | +1,686+10.0% | Added |
| Dillon & Associates Inc | 18,478 | $8.94M | 1.15% | +766+4.3% | Added |
| Dempze Nancy E | 18,491 | $8.94M | 4.66% | +2,361+14.6% | Added |
| Prentiss Smith & Co Inc | 18,488 | $8.94M | 5.34% | −702−3.7% | Reduced |
| Capital Insight Partners, LLC | 18,471 | $8.93M | 1.89% | −2,779−13.1% | Reduced |
| Alcosta Capital Management, Inc. | 18,449 | $8.92M | 5.61% | −968−5.0% | Reduced |