Stock ownership · SEC 13F · Q4 2025

MICROSOFT CORP

Who owns MICROSOFT CORP (CUSIP 594918104)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$1.9B
Reported value
44
Institutions
87%
Top-5 share

The verdict

As of Q4 2025, 44 institutions collectively report $1.9B in MICROSOFT CORP, a stock that is among the small handful of names nearly every large filer reports owning; ownership here is dominated by its top few institutional owners.

44
institutions hold it
$1.9B
reported 13F value
87%
held by top 5
#2
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$1.9B

Institutional 13F value

Institutions

44

Reporting holders

Top-5 concentration

87%

Held by 5 largest

New buyers

41

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%87%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 100.0%

MICROSOFT CORP is more widely held than about 100% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of MICROSOFT CORP
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
    MidFirst Bank $52.8M

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a MICROSOFT CORP position has risen from 31 to 44 over the last 8 quarters of 13F filings.

10203040506070 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 44
Distinct 13F filers holding MICROSOFT CORP, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Banque Transatlantique SA 1,068,112 $516.0M 26.8%
2 GROUPAMA ASSET MANAGMENT 1,057,164 $510.5M 26.5%
3 Pacer Advisors, Inc. 827,259 $400.1M 20.8%
4 MARINER INVESTMENT GROUP LLC 344,000 $166.4M 8.6%
5 GFI Investment Counsel Ltd. 179,893 $87.0M 4.5%
6 MidFirst Bank 109,096 $52.8M 2.7%
7 Anchor Investment Management, LLC 103,953 $50.3M 2.6%
8 Ketron Financial 38,155 $18.5M 1.0%
9 DGS Capital Management, LLC 30,867 $14.9M 0.8%
10 Tempo Wealth, LLC 23,535 $11.4M 0.6%
11 CHELSEA COUNSEL CO 21,048 $10.2M 0.5%
12 Naman Capital Ltda 20,675 $10.0M 0.5%
13 Titan Investment Management LLC 18,292 $8.8M 0.5%
14 Aristides Capital LLC 17,770 $8.6M 0.4%
15 FLOYD FINANCIAL GROUP LLC 12,478 $5.0M 0.3%
16 Astoria Portfolio Advisors LLC. 12,767 $4.9M 0.3%
17 Cross Staff Investments Inc 9,538 $4.6M 0.2%
18 TD Capital Management LLC 8,871 $4.3M 0.2%
19 SSA SWISS ADVISORS AG 8,728 $4.2M 0.2%
20 Oak Grove Capital LLC 8,101 $3.9M 0.2%
21 KW WEALTH MANAGEMENT LLC 7,545 $3.6M 0.2%
22 Investment Insight Wealth Management, LLC 6,902 $3.3M 0.2%
23 Westshore Wealth, LLC 6,173 $3.0M 0.2%
24 THRYVE WEALTH MANAGEMENT LLC 5,906 $2.9M 0.1%
25 ARWA LLC 4,974 $2.4M 0.1%
26 BDFS Capital LLC 4,882 $2.4M 0.1%
27 Bell Investment Advisors, Inc 4,369 $2.1M 0.1%
28 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 3,747 $1.8M 0.1%
29 Barnes Wealth Management Group, Inc 3,442 $1.7M 0.1%
30 Lynch Investment Planning, LLC 3,245 $1.6M 0.1%
31 Coastline Complete Wealth LLC 3,134 $1.5M 0.1%
32 Diesslin Group, Inc. 2,939 $1.4M 0.1%
33 INSTRUMENTAL WEALTH, LLC 3,335 $1.3M 0.1%
34 Alternative Investment Advisors, LLC. 2,548 $1.2M 0.1%
35 Financially in Tune, LLC 2,316 $1.1M 0.1%
36 Stone Wealth Partners 2,135 $1.0M 0.1%
37 Compass Financial Services Inc 1,858 $899K 0.0%
38 OakTrust Wealth Advisors, LLC 1,383 $669K 0.0%
39 DiPaolo Financial Group, Inc. 1,135 $549K 0.0%
40 SOUTHERN CAPITAL SERVICES INC /ADV 907 $439K 0.0%
41 Macco Financial Group, Inc. 452 $219K 0.0%
42 Nolet Wealth Management, LLC 213 $103K 0.0%
43 SG Trading Solutions, LLC 50,332 $24K 0.0%
44 Strategic Investment Solutions, Inc. /IL 35 $17K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about MICROSOFT CORP

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put MICROSOFT CORP in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold MICROSOFT CORP?
MICROSOFT CORP is held by 44 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of MICROSOFT CORP?
Institutions report $1.9B of MICROSOFT CORP as of Q4 2025.
How concentrated is ownership of MICROSOFT CORP?
The top five institutional holders account for 87% of the reported institutional value in MICROSOFT CORP, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of MICROSOFT CORP?
Banque Transatlantique SA is the largest reported holder of MICROSOFT CORP with $516.0M across 1,068,112 shares as of Q4 2025.
Where does this MICROSOFT CORP data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.