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; 6,248 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
- 6,330
- +587 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
- 118
- 2,577 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 221,500 | $107.1M | 1.57% | +3,804+1.7% | Added |
| Brookstone Capital Management | 221,362 | $107.1M | 1.22% | +8,788+4.1% | Added |
| Grandfield & Dodd, LLC | 221,003 | $106.9M | 6.05% | −9,593−4.2% | Reduced |
| First National Trust Co | 220,874 | $106.8M | 3.56% | +1,148+0.5% | Added |
| Signaturefd, LLC | 220,744 | $106.8M | 1.63% | −297−0.1% | Reduced |
| Kinetic Partners Management, LP | 220,681 | $106.7M | 5.18% | +49,000+28.5% | Added |
| Venture Visionary Partners LLC | 216,975 | $106.7M | 3.49% | +2,961+1.4% | Added |
| F/M Investments LLC | 219,416 | $106.1M | 4.03% | −3,022−1.4% | Reduced |
| Integrated Wealth Concepts LLC | 218,766 | $105.8M | 1.26% | −106,193−32.7% | Reduced |
| Avantyr Capital Partners, LP | 218,750 | $105.8M | 6.34% | +218,750 | New |
| Howard Capital Management Inc. | 217,686 | $105.3M | 1.36% | +17,188+8.6% | Added |
| MFF Capital Investments Ltd | 217,050 | $105.0M | 6.43% | +217,050 | New |
| Blackstone Group Inc. | 215,459 | $104.2M | 0.45% | +206,694+2,358.2% | Added |
| Davidson Investment Advisors | 214,758 | $103.9M | 4.32% | −851−0.4% | Reduced |
| Banque Cantonale Vaudoise | 214,478 | $103.7M | 3.70% | +6,417+3.1% | Added |
| Capital Investment Advisors, LLC | 214,069 | $103.5M | 1.58% | +3,369+1.6% | Added |
| Waters Parkerson & Co., LLC | 213,066 | $103.0M | 5.06% | −2,673−1.2% | Reduced |
| Westpac Banking Corp | 212,746 | $102.9M | 6.50% | −12,212−5.4% | Reduced |
| Arkadios Wealth Advisors | 212,685 | $102.9M | 2.04% | +48,608+29.6% | Added |
| Select Equity Group, L.P. | 212,372 | $102.7M | 0.48% | −26,799−11.2% | Reduced |
| Ameritas Investment Partners, Inc. | 212,049 | $102.6M | 3.12% | −8,580−3.9% | Reduced |
| We Are One Seven, LLC | 210,566 | $101.8M | 2.08% | +9,302+4.6% | Added |
| Quadrant Capital Group LLC | 210,500 | $101.8M | 3.08% | +5,733+2.8% | Added |
| Empire Life Investments Inc. | 208,821 | $101.0M | 5.69% | −30,433−12.7% | Reduced |
| Modern Wealth Management, LLC | 208,138 | $100.7M | 1.84% | +8,160+4.1% | Added |
| Cat Rock Capital Management LP | 208,023 | $100.6M | 14.43% | −17,400−7.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 207,857 | $100.5M | 7.80% | −4,457−2.1% | Reduced |
| OpenArc Corporate Advisory, LLC | 207,786 | $100.5M | 1.66% | +207,786 | New |
| Aviso Financial Inc. | 206,943 | $100.1M | 3.80% | +4,593+2.3% | Added |
| Welch Group, LLC | 206,681 | $100.0M | 3.85% | −368−0.2% | Reduced |
| CWA Asset Management Group, LLC | 205,832 | $99.5M | 3.59% | +2,104+1.0% | Added |
| Valeo Financial Advisors, LLC | 205,646 | $99.5M | 2.21% | −765−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 205,555 | $99.4M | 3.15% | +854+0.4% | Added |
| Foundations Investment Advisors, LLC | 205,375 | $99.3M | 1.30% | +23,771+13.1% | Added |
| Investment House LLC | 205,344 | $99.3M | 4.72% | −1,660−0.8% | Reduced |
| Diamond Hill Capital Management Inc | 204,811 | $99.1M | 0.51% | +11,670+6.0% | Added |
| RE Advisers Corp | 204,692 | $99.0M | 2.62% | −28,295−12.1% | Reduced |
| NBT Bank N A | 204,277 | $98.8M | 6.40% | −1,712−0.8% | Reduced |
| Moors & Cabot, Inc. | 203,017 | $98.2M | 4.20% | +661+0.3% | Added |
| Cullen Capital Management LLC | 202,963 | $98.2M | 1.07% | −7,599−3.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 202,616 | $98.0M | 4.48% | −7,339−3.5% | Reduced |
| Principal Securities, Inc. | 202,408 | $97.9M | 1.51% | +10,747+5.6% | Added |
| Optiver Holding B.V. | 202,178 | $97.8M | 1.77% | −429,139−68.0% | Reduced |
| Securian Asset Management, Inc | 202,101 | $97.7M | 3.71% | −164,868−44.9% | Reduced |
| TCG Advisory Services, LLC | 201,376 | $97.4M | 2.66% | +23,556+13.2% | Added |
| Private Wealth Partners, LLC | 200,817 | $97.1M | 6.88% | −4,282−2.1% | Reduced |
| First American Bank | 200,697 | $97.1M | 5.88% | +223+0.1% | Added |
| Ostrum Asset Management | 200,588 | $97.0M | 4.65% | −13,273−6.2% | Reduced |
| Mill Capital Management, LLC | 200,524 | $97.0M | 7.00% | +683+0.3% | Added |
| Sander Capital Advisors Inc | 200,377 | $96.9M | 46.15% | −19,880−9.0% | Reduced |
| Dearborn Partners LLC | 200,304 | $96.9M | 4.84% | +13,997+7.5% | Added |
| MUFG Securities Americas Inc. | 200,230 | $96.8M | 6.03% | −215−0.1% | Reduced |
| Paralel Advisors LLC | 200,000 | $96.7M | 3.76% | 00.0% | Unchanged |
| Washington Trust Co | 199,676 | $96.6M | 3.16% | −3,383−1.7% | Reduced |
| Cary Street Partners Financial LLC | 199,582 | $96.5M | 2.39% | +5,432+2.8% | Added |
| Kanawha Capital Management LLC | 199,470 | $96.5M | 6.65% | −4,601−2.3% | Reduced |
| Aureus Asset Management, LLC | 199,198 | $96.3M | 6.14% | −1,133−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 198,977 | $96.2M | 3.47% | −3,813−1.9% | Reduced |
| SBI Securities Co., Ltd. | 197,402 | $95.5M | 2.45% | −4,261−2.1% | Reduced |
| Madison Asset Management, LLC | 196,935 | $95.2M | 1.10% | +27,235+16.0% | Added |
| Bowen Hanes & Co Inc | 196,541 | $95.1M | 2.38% | −40,975−17.3% | Reduced |
| Wahed Invest LLC | 195,313 | $94.5M | 12.45% | −6,273−3.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 195,128 | $94.4M | 6.10% | −510.0% | Reduced |
| Noked Israel Ltd | 194,500 | $94.1M | 15.08% | −157,440−44.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 193,921 | $93.8M | 4.97% | +640.0% | Added |
| Fifth Third Wealth Advisors LLC | 193,869 | $93.8M | 3.29% | +2,139+1.1% | Added |
| Ballentine Partners, LLC | 193,571 | $93.6M | 1.32% | −2,310−1.2% | Reduced |
| Oriental Harbor Investment Fund | 193,527 | $93.6M | 7.11% | +2,066+1.1% | Added |
| Reynders McVeigh Capital Management, LLC | 193,371 | $93.5M | 4.39% | +1,331+0.7% | Added |
| Ingalls & Snyder LLC | 193,335 | $93.5M | 3.45% | −629−0.3% | Reduced |
| Cumberland Partners Ltd | 191,636 | $92.7M | 5.68% | +10,605+5.9% | Added |
| Moneta Group Investment Advisors LLC | 190,523 | $92.1M | 0.70% | +1,585+0.8% | Added |
| Smith Chas P & Associates Pa Cpas | 190,445 | $92.1M | 4.84% | +74,998+65.0% | Added |
| Beacon Investment Advisory Services, Inc. | 190,359 | $92.1M | 3.76% | −3,465−1.8% | Reduced |
| Sumitomo Life Insurance Co | 189,751 | $91.8M | 2.51% | +7,856+4.3% | Added |
| Howard Capital Management Group, LLC | 188,901 | $91.4M | 5.77% | −3,947−2.0% | Reduced |
| Pacific Sage Partners, LLC | 188,346 | $91.1M | 14.45% | −592−0.3% | Reduced |
| Destination Wealth Management | 187,651 | $90.8M | 2.37% | +11,116+6.3% | Added |
| Cornerstone Investment Partners, LLC | 187,650 | $90.8M | 3.52% | +698+0.4% | Added |
| Senator Investment Group LP | 187,500 | $90.7M | 3.64% | −12,500−6.3% | Reduced |
| J.W. Cole Advisors, Inc. | 236,720 | $90.6M | 2.20% | −22,262−8.6% | Reduced |
| MMBG Investment Advisors Co. | 187,190 | $90.5M | 7.62% | +919+0.5% | Added |
| Henshaw Capital LLC | 186,668 | $90.3M | 3.25% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 186,474 | $90.2M | 2.81% | −3,775−2.0% | Reduced |
| Caxton Associates LLP | 185,697 | $89.8M | 1.78% | −502,004−73.0% | Reduced |
| Alta Capital Management LLC | 185,378 | $89.7M | 5.97% | −31,482−14.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 185,013 | $89.5M | 5.07% | +110+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 183,809 | $88.9M | 4.23% | −1,800−1.0% | Reduced |
| Seilern Investment Management Ltd | 183,799 | $88.9M | 6.89% | −70,745−27.8% | Reduced |
| Berkshire Asset Management LLC | 183,751 | $88.9M | 3.90% | −3,176−1.7% | Reduced |
| Independent Financial Group, LLC | 183,529 | $88.8M | 1.98% | +13,056+7.7% | Added |
| Skopos Labs, Inc. | 182,171 | $88.7M | 4.09% | +97,630+115.5% | Added |
| Insight Holdings Group, LLC | 182,705 | $88.4M | 6.61% | −34,725−16.0% | Reduced |
| Perigon Wealth Management, LLC | 182,514 | $88.3M | 1.58% | +14,493+8.6% | Added |
| Campbell Newman Asset Management Inc | 182,483 | $88.3M | 6.46% | +581+0.3% | Added |
| Dundas Partners LLP | 182,458 | $88.2M | 6.21% | −4,010−2.2% | Reduced |
| Nichols & Pratt Advisers LLP | 182,183 | $88.1M | 5.51% | −1,175−0.6% | Reduced |
| Atreides Management, LP | 181,468 | $87.8M | 1.86% | +181,468 | New |
| Violich Capital Management, Inc. | 181,272 | $87.7M | 9.78% | +4,021+2.3% | Added |
| Heritage Wealth Advisors | 181,016 | $87.5M | 3.34% | +15,086+9.1% | Added |