Microsoft Corp

MSFT

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0000789019

SEC filings (opens in a new tab)

In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,247 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 2024

Institutional positions in Microsoft Corp as of Dec 31, 2024. 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: 5,876; +673 vs. Q3 2024
Shares held: 5.36B; +68.6M (+1.3%) vs. Q3 2024
Total value: $2.26T; −$1.95B (−0.1%) vs. Q3 2024
New holders: 766; 2,514 more added
Sold out: 93; 2,218 more reduced

98 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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.

Institutional holdersQ4 2024: 5,876 institutions

Value heldQ4 2024: $2.26T

Institutions holding MSFT and their total value by quarter
Quarter	Holders	Value
Q2 2026	6,247	$2.05T
Q1 2026	6,237	$1.99T
Q4 2025	6,329	$2.66T
Q3 2025	5,865	$2.76T
Q2 2025	5,828	$2.67T
Q1 2025	5,776	$2.01T
Q4 2024	5,876	$2.26T
Q3 2024	5,301	$2.27T
Q2 2024	5,269	$2.37T
Q1 2024	5,240	$2.23T
Q4 2023	5,216	$1.99T
Q3 2023	4,861	$1.66T
Q2 2023	4,815	$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	4,549	$1.61T
Q4 2021	4,553	$1.77T
Q3 2021	4,035	$1.49T
Q2 2021	3,989	$1.43T
Q1 2021	4,005	$1.26T

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2024.

Institutions holding MSFT in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bridge Generations Wealth Management LLC	1	$422	0.00%	+1	New
Demars Financial Group, LLC	823,985	$1.95K	0.06%	+822,101+43,635.9%	Added
Berkshire Capital Holdings Inc	10	$4.21K	0.00%	00.0%	Unchanged
a16z Perennial Management, L.P.	12	$5.06K	0.00%	−17,700−99.9%	Reduced
Icon Advisers Inc	15	$6.32K	0.00%	+15	New
University of Illinois Foundation	18	$7.59K	0.00%	+18	New
Richardson Capital Management LLC	20	$8.60K	0.01%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	31	$13.1K	0.01%	+31	New
Anderson Financial Strategies, LLC	38	$16.0K	0.01%	+38	New
Longfellow Investment Management Co LLC	39	$16.4K	0.00%	00.0%	Unchanged
Financially Speaking Inc	45	$19.0K	0.01%	+45	New
Newton One Investments LLC	45	$19.0K	0.01%	+45	New
ROSS\JOHNSON & Associates LLC	61	$25.7K	0.59%	+61	New
Ball & Co Wealth Management Inc.	74	$31.0K	0.02%	+74	New
SIMA Wealth Partners, LLC	80	$33.8K	0.03%	00.0%	Unchanged
NBC Securities, Inc.	80	$33.9K	3.10%	−83,322−99.9%	Reduced
Fiduciary Advisors, Inc.	90	$38.0K	0.04%	+90	New
Christopher J. Hasenberg, Inc	95	$40.0K	0.02%	00.0%	Unchanged
Insight Financial Services	100	$42.5K	0.03%	+35+53.8%	Added
LSV Asset Management	104	$44.0K	0.00%	+104	New
Avondale Wealth Management	110	$46.4K	0.03%	+65+144.4%	Added
DB Fitzpatrick & Co, Inc	118	$49.7K	0.05%	+2+1.7%	Added
Legend Financial Advisors, Inc.	138	$58.2K	0.04%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	140	$59.0K	0.02%	00.0%	Unchanged
MidAtlantic Capital Management, Inc.	144	$60.7K	0.04%	00.0%	Unchanged
Fairway Wealth LLC	148	$62.4K	0.03%	+148	New
Horizon Financial Services, LLC	164	$69.1K	0.04%	−26−13.7%	Reduced
Wells Financial Advisors INC	170	$71.7K	0.10%	00.0%	Unchanged
PayPay Securities Corp	172	$72.5K	3.15%	−24−12.2%	Reduced
Morgan Dempsey Capital Management LLC	180	$75.9K	0.03%	−91−33.6%	Reduced
Gleason Group, Inc.	190	$80.2K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	199	$83.9K	0.05%	−139−41.1%	Reduced
Bellevue Group AG	203	$85.6K	0.00%	+9+4.6%	Added
Bare Financial Services, Inc	217	$91.5K	0.04%	00.0%	Unchanged
Centiva Capital, LP	240	$101.2K	0.00%	−98,998−99.8%	Reduced
Strengthening Families & Communities, LLC	279	$118.0K	0.07%	−16,887−98.4%	Reduced
Sellwood Investment Partners LLC	285	$120.1K	0.06%	+285	New
Spurstone Advisory Services, LLC	300	$126.5K	2.41%	+300	New
Family CFO Inc	310	$130.7K	0.07%	−28−8.3%	Reduced
Grayhawk Investment Strategies Inc.	315	$132.8K	0.25%	00.0%	Unchanged
Kieckhefer Group LLC	335	$141.2K	0.09%	+335	New
PMV Capital Advisers, LLC	338	$142.5K	0.38%	+338	New
Midwest Capital Advisors, LLC	344	$145.0K	0.11%	+344	New
Navigoe, LLC	344	$145.0K	0.14%	+344	New
Luminist Capital LLC	377	$159.0K	0.28%	+377	New
Value Aligned Research Advisors, LLC	382	$161.0K	0.04%	−1,598−80.7%	Reduced
Evolution Advisers, Inc.	390	$164.0K	0.09%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	391	$164.6K	0.14%	+391	New
Endeavor Private Wealth, Inc.	399	$168.2K	0.16%	+399	New
Consultiva Wealth Management, Corp.	402	$169.4K	0.85%	+402	New
FLP Wealth Management, LLC	423	$178.3K	0.46%	+423	New
Mizuho Securities Co. Ltd.	420	$178.4K	2.69%	−2,380−85.0%	Reduced
Disciplined Equity Management, Inc.	430	$181.2K	0.12%	00.0%	Unchanged
Stance Capital LLC	432	$182.3K	0.11%	+432	New
Sanctuary Wealth Management, L.L.C.	443	$186.7K	0.12%	00.0%	Unchanged
Finley Financial, LLC	445	$189.7K	0.10%	+445	New
Your Advocates Ltd., LLP	454	$191.4K	0.08%	+1+0.2%	Added
Kings Path Partners LLC	471	$198.5K	0.08%	−22−4.5%	Reduced
Sage Financial Group Inc	477	$201.1K	0.02%	−10−2.1%	Reduced
Keystone Financial Services, LLC	479	$201.7K	0.18%	+479	New
Revere Asset Management, Inc	479	$201.9K	0.17%	+479	New
Livelsberger Financial Advisory	480	$202.2K	9.47%	+1+0.2%	Added
Rareview Capital LLC	471	$202.6K	0.15%	00.0%	Unchanged
Mason & Associates, LLC	483	$203.6K	0.06%	+483	New
Atlantic Private Wealth, LLC	483	$203.7K	0.15%	+95+24.5%	Added
Versor Investments LP	490	$206.5K	0.04%	+490	New
Windward Private Wealth Management Inc.	492	$207.4K	0.08%	−500−50.4%	Reduced
PACK Private Wealth, LLC	493	$207.8K	0.12%	00.0%	Unchanged
AF Advisors, Inc.	494	$208.2K	0.03%	00.0%	Unchanged
Socha Financial Group, LLC	496	$209.2K	0.10%	+496	New
Beutel, Goodman & Co Ltd.	500	$210.0K	0.00%	−386−43.6%	Reduced
Daner Wealth Management, LLC	506	$210.0K	0.15%	+506	New
Q Fund Management (Hong Kong) Ltd	500	$210.8K	0.22%	+500	New
Weitzel Financial Services, Inc.	497	$211.4K	0.10%	00.0%	Unchanged
Michael A. Dubis Financial Planning, LLC	506	$213.0K	0.21%	+506	New
John W. Brooker & Co., CPAs	507	$213.5K	0.09%	−3−0.6%	Reduced
Hanseatic Management Services Inc	508	$214.1K	0.27%	−2,215−81.3%	Reduced
Ariston Services Group	514	$216.7K	0.19%	00.0%	Unchanged
Lee-Kelleher Wealth Management	516	$217.5K	0.15%	+516	New
Evergreen Advisors, LLC	518	$218.3K	0.06%	+518	New
Prudent Man Investment Management, Inc.	520	$219.1K	0.12%	+520	New
ETF Store, Inc.	522	$220.0K	0.27%	−231−30.7%	Reduced
Kanen Wealth Management LLC	521	$224.2K	0.08%	00.0%	Unchanged
BCU Wealth Advisors, LLC	532	$224.4K	0.13%	00.0%	Unchanged
Innovative Advisory Group, LLC	533	$224.7K	0.20%	+533	New
HGK Asset Management Inc	533	$224.7K	0.04%	+26+5.1%	Added
Chartist Inc	539	$227.0K	0.14%	+1+0.2%	Added
Midwest Financial Network, LLC	539	$227.2K	0.24%	+539	New
Life Planning Partners, Inc	540	$227.5K	0.21%	+26+5.1%	Added
Cobblestone Asset Management LLC	540	$227.6K	0.15%	00.0%	Unchanged
Weybosset Research & Management LLC	540	$228.0K	0.08%	00.0%	Unchanged
Mokosak Advisory Group, LLC	542	$228.4K	0.07%	+542	New
Albert D Mason Inc	545	$229.7K	0.15%	+545	New
Wooster Corthell Wealth Management, Inc.	548	$230.8K	0.05%	+1+0.2%	Added
Global Value Investment Corp.	552	$232.7K	0.25%	+552	New
Hudson Portfolio Management LLC	558	$235.2K	0.23%	−40−6.7%	Reduced
Bay Harbor Wealth Management, LLC	559	$235.6K	0.08%	−2−0.4%	Reduced
Theory Financial LLC	562	$236.9K	0.10%	00.0%	Unchanged
LongView Asset Management LLC	563	$237.3K	0.21%	+563	New
Capital CS Group, LLC	564	$237.7K	0.32%	+4+0.7%	Added