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

According to SEC Form 13F-HR filings in this corpus, MICROSOFT CORP ranks #2 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 44 institutions report $1.9B as of Q4 2025, with ownership dominated by its top few institutional owners.

44
institutions hold it
$1.9B
reported 13F value
87%
held by top 5
#2
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, MICROSOFT CORP ranks #2 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 594918104 · Q4 2025 $1.9B reported

VALUE-MEGA · HOLDERS-MID · CONC-DOM · CLEAR-PEER · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-MEGA #2/775
  • HOLDERS-MID 44 filers
  • CONC-DOM 87% top-5
  • CLEAR-PEER NVIDIA
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: NVIDIA CORPORATION

Read with: Ownership concentration guide - MICROSOFT CORP's top-five holders account for 87% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · MICROSOFT CORP

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

NVIDIA · near$2.2BMICROSOFT · this stock$1.9BAPPLE · near$1.4BAMAZON COM · near$1.1BPIONEER NAT RES · near$959M
Aggregate reported institutional value ($)

MICROSOFT CORP vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

44 Top 1% higher than 99%+ of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MICROSOFT CORP's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
64.0%
Shared-defined discretion (DFND)
36.0%

Latest Quarter Activity · Q4 2025

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.
Where does MICROSOFT CORP sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, MICROSOFT CORP ranks #2 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for MICROSOFT CORP: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($1.9B here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (44 here).

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.