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 |
|---|---|---|---|---|---|
| Lincluden Management Ltd | 16,997 | $8.22M | 0.70% | −1,697−9.1% | Reduced |
| Bank of Stockton | 16,993 | $8.22M | 2.35% | −208−1.2% | Reduced |
| LBMC Investment Advisors, LLC | 16,991 | $8.22M | 0.51% | +57+0.3% | Added |
| Koenig Investment Advisory, LLC | 20,448 | $8.21M | 6.66% | +20,448 | New |
| Alliance Wealth Advisors, LLC | 16,978 | $8.21M | 1.78% | −5,545−24.6% | Reduced |
| Wealth Dimensions Group, Ltd. | 16,952 | $8.20M | 1.63% | −167−1.0% | Reduced |
| IKE Capital, LLC | 16,942 | $8.19M | 7.13% | +16,942 | New |
| Fort Point Capital Partners LLC | 17,938 | $8.19M | 1.00% | +463+2.6% | Added |
| Integrity Advisory Solutions, LLC | 16,933 | $8.19M | 1.18% | +318+1.9% | Added |
| Finward Bancorp | 16,923 | $8.18M | 6.35% | −500−2.9% | Reduced |
| Gibbs Wealth Management | 17,052 | $8.17M | 1.98% | −2,351−12.1% | Reduced |
| Jones Kertz & Associates, Inc. | 16,868 | $8.16M | 4.19% | +16,868 | New |
| Sittner & Nelson, LLC | 20,320 | $8.15M | 2.88% | −266−1.3% | Reduced |
| Parkside Investments, LLC | 16,837 | $8.14M | 1.03% | −1,849−9.9% | Reduced |
| Parsonex Advisory Services, Inc. | 16,817 | $8.13M | 5.18% | +455+2.8% | Added |
| Mechanics Financial Corp | 16,813 | $8.13M | 3.00% | +79+0.5% | Added |
| Crystal Rock Capital Management | 16,805 | $8.13M | 4.30% | 00.0% | Unchanged |
| Castlefield Investment Partners LLP | 16,804 | $8.13M | 6.27% | +16,804 | New |
| Convergence Financial, LLC | 16,803 | $8.13M | 1.19% | +174+1.0% | Added |
| Spreng Capital Management, Inc. | 16,799 | $8.12M | 3.19% | −319−1.9% | Reduced |
| Chung Wu Investment Group, LLC | 16,752 | $8.10M | 6.63% | +190+1.1% | Added |
| Ramirez Asset Management, Inc. | 16,740 | $8.10M | 1.07% | +83+0.5% | Added |
| Audent Global Asset Management, LLC | 16,716 | $8.08M | 5.12% | +1,908+12.9% | Added |
| Christine Messmer PC | 16,698 | $8.08M | 5.27% | +16,698 | New |
| Hixon Zuercher, LLC | 16,659 | $8.06M | 2.44% | −2,492−13.0% | Reduced |
| Sava Penzisko Drushtvo A.D. Skopje | 16,659 | $8.06M | 2.60% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 16,654 | $8.05M | 9.35% | −437−2.6% | Reduced |
| Fruth Investment Management | 16,652 | $8.05M | 2.17% | −1,803−9.8% | Reduced |
| Summit Place Financial Advisors, LLC | 16,616 | $8.04M | 3.89% | −740−4.3% | Reduced |
| Drystone LLC | 16,600 | $8.03M | 7.22% | −250−1.5% | Reduced |
| NewSquare Capital LLC | 16,594 | $8.03M | 0.71% | −6,693−28.7% | Reduced |
| Aigen Investment Management, LP | 16,568 | $8.01M | 1.85% | +5,561+50.5% | Added |
| Aspen Grove Capital, LLC | 16,552 | $8.01M | 1.39% | −10.0% | Reduced |
| Pictet Bank & Trust Ltd | 16,619 | $8.00M | 9.60% | +6,926+71.5% | Added |
| WD Rutherford LLC | 16,539 | $8.00M | 3.34% | +682+4.3% | Added |
| Wealth Effects LLC | 16,525 | $7.99M | 2.50% | −141−0.8% | Reduced |
| Peterson Wealth Services | 16,506 | $7.98M | 2.04% | +15,261+1,225.8% | Added |
| JSF Financial, LLC | 16,503 | $7.98M | 1.65% | +739+4.7% | Added |
| US Asset Management LLC | 16,500 | $7.98M | 6.52% | −147−0.9% | Reduced |
| Beaton Management Co. Inc. | 16,494 | $7.98M | 3.51% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 16,489 | $7.97M | 2.96% | −302−1.8% | Reduced |
| Financial Management Network Inc | 16,857 | $7.97M | 1.26% | +72+0.4% | Added |
| Seeds Investor LLC | 16,481 | $7.97M | 1.53% | +628+4.0% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 17,536 | $7.97M | 1.79% | +8,889+102.8% | Added |
| Prosperity Wealth Management, Inc. | 16,476 | $7.97M | 2.65% | −713−4.1% | Reduced |
| ICW Investment Advisors LLC | 16,449 | $7.95M | 2.89% | +279+1.7% | Added |
| Sunpointe, LLC | 16,443 | $7.95M | 2.64% | +825+5.3% | Added |
| Columbus Macro, LLC | 16,433 | $7.95M | 0.87% | +156+1.0% | Added |
| TFC Financial Management | 16,426 | $7.94M | 1.00% | +192+1.2% | Added |
| Addison Advisors LLC | 16,407 | $7.93M | 1.78% | −167−1.0% | Reduced |
| Slow Capital, Inc. | 16,402 | $7.93M | 0.95% | +110+0.7% | Added |
| Cloud Capital Management, LLC | 21,459 | $7.93M | 3.75% | +8,188+61.7% | Added |
| C2C Wealth Management, LLC | 16,392 | $7.93M | 6.68% | +205+1.3% | Added |
| Lazari Capital Management, Inc. | 16,366 | $7.91M | 2.66% | −73−0.4% | Reduced |
| Harbor Advisory Corp | 16,351 | $7.91M | 2.39% | −974−5.6% | Reduced |
| Contravisory Investment Management, Inc. | 16,327 | $7.90M | 1.56% | +878+5.7% | Added |
| First Dallas Securities Inc. | 16,322 | $7.89M | 2.94% | −597−3.5% | Reduced |
| Union Savings Bank | 16,316 | $7.89M | 3.42% | +16,316 | New |
| Security National Bank of Sioux City Iowa | 16,304 | $7.88M | 5.06% | −154−0.9% | Reduced |
| Mosaic Financial Group, LLC | 16,301 | $7.88M | 5.38% | −985−5.7% | Reduced |
| Virtus Wealth Solutions LLC | 16,300 | $7.88M | 1.50% | −315−1.9% | Reduced |
| J. Derek Lewis & Associates Inc. | 16,299 | $7.88M | 1.85% | +16,299 | New |
| Summerhill Capital Management lnc. | 16,298 | $7.88M | 7.28% | +11+0.1% | Added |
| Miramontes Capital, LLC | 16,271 | $7.87M | 2.68% | +16,271 | New |
| Sterling Investment Counsel, LLC | 16,881 | $7.87M | 2.25% | +4,636+37.9% | Added |
| Eley Financial Management, Inc | 16,262 | $7.86M | 2.83% | −55−0.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 16,257 | $7.86M | 2.72% | −526−3.1% | Reduced |
| Global Financial Private Client, LLC | 16,256 | $7.86M | 2.76% | +273+1.7% | Added |
| Capital Advantage, Inc. | 16,255 | $7.86M | 1.06% | +383+2.4% | Added |
| Sierra Capital LLC | 16,252 | $7.86M | 0.83% | −50−0.3% | Reduced |
| Symmetry Partners, LLC | 16,243 | $7.86M | 0.46% | −326−2.0% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 16,243 | $7.86M | 6.44% | +16,243 | New |
| Ballast, Inc. | 16,230 | $7.85M | 1.84% | +54+0.3% | Added |
| Sofos Investments, Inc. | 23,214 | $7.85M | 1.51% | +592+2.6% | Added |
| RIA Advisory Group LLC | 16,229 | $7.85M | 1.90% | +2,830+21.1% | Added |
| Pflug Koory, LLC | 16,222 | $7.85M | 3.66% | +41+0.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 16,834 | $7.84M | 2.98% | +11,166+197.0% | Added |
| Carl P. Sherr & Co., LLC | 18,223 | $7.84M | 3.50% | −127−0.7% | Reduced |
| Stoneridge Investment Partners LLC | 16,213 | $7.84M | 5.46% | +735+4.7% | Added |
| Sandy Cove Advisors, LLC | 16,195 | $7.83M | 2.32% | +707+4.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 16,141 | $7.81M | 5.07% | −380−2.3% | Reduced |
| Insight Wealth Strategies, LLC | 16,139 | $7.80M | 0.89% | +367+2.3% | Added |
| Centurion Wealth Management LLC | 16,137 | $7.80M | 1.71% | −127−0.8% | Reduced |
| WP Advisors, LLC | 16,134 | $7.80M | 1.94% | +1,014+6.7% | Added |
| Bank & Trust Co | 16,132 | $7.80M | 5.51% | +50.0% | Added |
| Elefante Mark B | 16,109 | $7.79M | 4.77% | +809+5.3% | Added |
| Acorn Wealth Advisors, LLC | 16,097 | $7.79M | 2.32% | −198−1.2% | Reduced |
| Saxon Interests, Inc. | 16,085 | $7.78M | 2.75% | +237+1.5% | Added |
| James J. Burns & Company, LLC | 16,083 | $7.78M | 1.07% | −61−0.4% | Reduced |
| Atticus Wealth Management, LLC | 16,079 | $7.78M | 1.92% | −422−2.6% | Reduced |
| Kercheville Advisors, LLC | 17,216 | $7.77M | 2.03% | −4,710−21.5% | Reduced |
| Exit Wealth Advisors, LLC. | 16,051 | $7.76M | 4.59% | +281+1.8% | Added |
| Evergreen Private Wealth LLC | 16,027 | $7.75M | 3.06% | +59+0.4% | Added |
| Park Place Capital Corp | 16,023 | $7.75M | 1.61% | −476−2.9% | Reduced |
| SC&H Financial Advisors, Inc. | 16,010 | $7.74M | 1.20% | −79−0.5% | Reduced |
| Holistic Planning, LLC | 15,995 | $7.74M | 1.65% | +1,741+12.2% | Added |
| Founders Grove Wealth Partners, LLC | 15,984 | $7.73M | 1.74% | +405+2.6% | Added |
| W Advisors, LLC | 15,974 | $7.73M | 3.89% | +502+3.2% | Added |
| Cape Investment Advisory, Inc. | 15,961 | $7.72M | 2.37% | +7,549+89.7% | Added |
| Stolper Co | 15,937 | $7.71M | 2.27% | +18+0.1% | Added |