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 |
|---|---|---|---|---|---|
| United Community Bank | 18,425 | $8.91M | 3.37% | −1,532−7.7% | Reduced |
| Sculati Wealth Management, LLC | 18,416 | $8.91M | 3.14% | −252−1.3% | Reduced |
| Accretive Wealth Partners, LLC | 18,415 | $8.91M | 2.64% | +2,160+13.3% | Added |
| Onyx Bridge Wealth Group LLC | 18,413 | $8.90M | 0.95% | −2,612−12.4% | Reduced |
| Central Valley Advisors, LLC | 18,410 | $8.90M | 2.66% | −226−1.2% | Reduced |
| Madison Wealth Partners, Inc | 18,403 | $8.90M | 1.62% | +93+0.5% | Added |
| Schwerin Boyle Capital Management Inc | 18,400 | $8.90M | 0.97% | −215−1.2% | Reduced |
| Tower View Investment Management & Research LLC | 18,389 | $8.89M | 4.40% | +52+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 18,384 | $8.89M | 2.93% | +306+1.7% | Added |
| Sylvest Advisors, LLC | 18,383 | $8.89M | 4.74% | +14+0.1% | Added |
| Second Line Capital, LLC | 18,381 | $8.89M | 1.83% | +960+5.5% | Added |
| Invesco, LLC | 18,378 | $8.89M | 2.99% | +548+3.1% | Added |
| Bernicke Wealth Management, Ltd. | 18,373 | $8.89M | 1.14% | +18,373 | New |
| St. Johns Investment Management Company, LLC | 18,355 | $8.88M | 3.70% | +503+2.8% | Added |
| Titan Investment Management LLC | 18,292 | $8.85M | 8.06% | +18,292 | New |
| Boltwood Capital Management | 18,290 | $8.85M | 2.30% | +157+0.9% | Added |
| Autumn Glory Partners, LLC | 18,265 | $8.83M | 3.10% | +341+1.9% | Added |
| Summit Asset Management, LLC | 18,256 | $8.83M | 1.25% | −198−1.1% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 18,251 | $8.83M | 2.64% | −2,553−12.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,243 | $8.82M | 1.31% | −338−1.8% | Reduced |
| Aviso Wealth Management | 18,216 | $8.81M | 3.70% | −224−1.2% | Reduced |
| Cambridge Financial Group, Inc. | 18,189 | $8.80M | 3.36% | +42+0.2% | Added |
| CM Wealth Advisors LLC | 18,177 | $8.79M | 1.99% | +6,725+58.7% | Added |
| Miller Capital Partners, Inc. | 18,163 | $8.78M | 4.48% | +18,163 | New |
| Stiles Financial Services Inc | 18,160 | $8.78M | 2.70% | +272+1.5% | Added |
| waypoint wealth counsel | 18,159 | $8.78M | 3.22% | −209−1.1% | Reduced |
| Aldebaran Capital, LLC | 18,140 | $8.77M | 7.87% | −859−4.5% | Reduced |
| Cohen Investment Advisors LLC | 18,114 | $8.76M | 4.03% | −137−0.8% | Reduced |
| Ashford Capital Management Inc | 18,109 | $8.76M | 0.98% | +100+0.6% | Added |
| Arta Finance Wealth Management LLC | 18,089 | $8.75M | 4.46% | +18,089 | New |
| Magnolia Capital Advisors LLC | 18,082 | $8.74M | 1.84% | +1,041+6.1% | Added |
| Fairbanks Capital Management, Inc. | 18,043 | $8.73M | 4.81% | −158−0.9% | Reduced |
| KKM Financial LLC | 18,023 | $8.72M | 1.55% | +1,439+8.7% | Added |
| CWS Financial Advisors, LLC | 18,016 | $8.71M | 2.37% | −50.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 18,013 | $8.71M | 4.35% | +324+1.8% | Added |
| Alta Fox Capital Management, LLC | 18,000 | $8.71M | 1.87% | −24,300−57.4% | Reduced |
| Slagle Financial, LLC | 17,998 | $8.70M | 3.04% | −166−0.9% | Reduced |
| TTP Investments, Inc. | 17,975 | $8.69M | 2.84% | −7,421−29.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 17,965 | $8.69M | 1.22% | +80.0% | Added |
| Pincus Capital Management, LP | 17,941 | $8.68M | 5.79% | +17,941 | New |
| Centric Wealth Management | 20,470 | $8.67M | 1.83% | +823+4.2% | Added |
| Purkiss Capital Advisors LLC | 17,905 | $8.66M | 4.06% | −60.0% | Reduced |
| Game Plan Financial Advisors, LLC | 17,902 | $8.66M | 3.48% | −64−0.4% | Reduced |
| Kentucky Trust Co | 17,879 | $8.65M | 4.59% | −225−1.2% | Reduced |
| Navellier & Associates Inc | 17,875 | $8.64M | 0.97% | −1,685−8.6% | Reduced |
| Tower Trust & Investment Co | 17,846 | $8.63M | 5.43% | −352−1.9% | Reduced |
| Emerald Advisors, LLC | 17,819 | $8.62M | 1.17% | +5,191+41.1% | Added |
| Incline Global Management LLC | 17,815 | $8.62M | 2.94% | +17,815 | New |
| MTM Investment Management, LLC | 17,790 | $8.60M | 2.75% | −81−0.5% | Reduced |
| Aristides Capital LLC | 17,770 | $8.59M | 2.97% | +800+4.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 17,769 | $8.59M | 3.23% | +789+4.6% | Added |
| Insight Advisors, LLC | 17,752 | $8.59M | 1.30% | −20.0% | Reduced |
| VisionPoint Advisory Group, LLC | 17,742 | $8.58M | 1.67% | −186−1.0% | Reduced |
| Truvestments Capital LLC | 17,720 | $8.57M | 1.56% | +291+1.7% | Added |
| Encompass Wealth Advisors, LLC | 17,693 | $8.56M | 2.91% | −600−3.3% | Reduced |
| Capital Advisors, Ltd. LLC | 17,688 | $8.55M | 1.05% | −989−5.3% | Reduced |
| First Business Financial Services, Inc. | 17,678 | $8.55M | 0.79% | −1,125−6.0% | Reduced |
| Diamant Asset Management, Inc. | 17,670 | $8.55M | 6.18% | +225+1.3% | Added |
| William John Sempolinski | 17,661 | $8.54M | 4.20% | +17,661 | New |
| First National Bank of Hutchinson | 17,626 | $8.52M | 4.99% | −65−0.4% | Reduced |
| Essex Investment Management Co LLC | 17,613 | $8.52M | 1.30% | −652−3.6% | Reduced |
| Topsail Wealth Management, LLC | 17,506 | $8.47M | 1.24% | +997+6.0% | Added |
| Strategies Wealth Advisors, LLC | 17,490 | $8.46M | 0.85% | +769+4.6% | Added |
| Headland Capital, LLC | 17,487 | $8.46M | 2.35% | −50.0% | Reduced |
| Pacitti Group Inc. | 17,480 | $8.45M | 3.11% | −25−0.1% | Reduced |
| XXEC, Inc. | 17,476 | $8.45M | 8.45% | −1,891−9.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 17,452 | $8.44M | 2.10% | −82−0.5% | Reduced |
| First Financial Group Corp | 17,434 | $8.43M | 7.17% | +20.0% | Added |
| Cookson Peirce & Co Inc | 17,434 | $8.43M | 0.35% | +147+0.9% | Added |
| Panoramic Capital Partners, LLC | 17,425 | $8.43M | 5.17% | +70+0.4% | Added |
| Shayne & Co., LLC | 17,405 | $8.42M | 2.55% | +10.0% | Added |
| Old Mission Investment Co LLC | 17,357 | $8.39M | 2.01% | −459−2.6% | Reduced |
| Dark Forest Capital Management LP | 17,355 | $8.39M | 0.38% | −4,971−22.3% | Reduced |
| Unison Asset Management LLC | 17,545 | $8.39M | 3.76% | +770+4.6% | Added |
| Michael B. Yongue | 17,336 | $8.38M | 5.79% | −246−1.4% | Reduced |
| Northcape Wealth Management, LLC | 17,333 | $8.38M | 2.37% | −303−1.7% | Reduced |
| Millstone Evans Group, LLC | 17,320 | $8.38M | 4.93% | +1,577+10.0% | Added |
| Van Den Berg Management I, Inc | 17,319 | $8.38M | 1.92% | +188+1.1% | Added |
| Axecap Investments, LLC | 17,294 | $8.36M | 5.16% | +15,313+773.0% | Added |
| Poehling Capital Management, LLC | 17,257 | $8.35M | 1.71% | −6,010−25.8% | Reduced |
| Potentia Wealth | 17,217 | $8.33M | 3.05% | +374+2.2% | Added |
| Kingstone Capital Partners Texas, LLC | 17,184 | $8.31M | 4.85% | +133+0.8% | Added |
| Schrum Private Wealth Management LLC | 17,167 | $8.30M | 6.14% | −85−0.5% | Reduced |
| First County Bank | 17,163 | $8.30M | 4.43% | +226+1.3% | Added |
| Ayalon Holdings Ltd. | 17,159 | $8.30M | 2.01% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 17,143 | $8.29M | 3.85% | −45−0.3% | Reduced |
| Private Management Group Inc | 17,135 | $8.29M | 0.24% | +73+0.4% | Added |
| Cloverfields Capital Group, LP | 17,127 | $8.28M | 2.57% | +1,691+11.0% | Added |
| Transcendent Capital Group LLC | 17,124 | $8.28M | 3.75% | +470+2.8% | Added |
| Castellan Group, LLC | 17,119 | $8.28M | 1.04% | +13,919+435.0% | Added |
| First Financial Corp | 17,115 | $8.28M | 3.12% | −56−0.3% | Reduced |
| Jericho Financial, LLP | 17,105 | $8.27M | 4.98% | +403+2.4% | Added |
| McGowan Group Asset Management, Inc. | 17,088 | $8.26M | 1.03% | +322+1.9% | Added |
| STF Management LP | 17,085 | $8.26M | 7.75% | −26,763−61.0% | Reduced |
| Evermay Wealth Management LLC | 17,075 | $8.26M | 0.93% | −464−2.6% | Reduced |
| Helium Advisors LLC | 17,075 | $8.26M | 8.36% | −784−4.4% | Reduced |
| Wharton Business Group, LLC | 17,058 | $8.25M | 0.31% | −363−2.1% | Reduced |
| Addison Capital Co | 17,051 | $8.25M | 2.06% | −795−4.5% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 17,043 | $8.24M | 6.31% | +17,043 | New |
| Ellsworth Advisors, LLC | 18,016 | $8.23M | 1.63% | +1,232+7.3% | Added |