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 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
- 5,877
- +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
- 2,219 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 3,252 | $1.37M | 1.09% | +61+1.9% | Added |
| Elite Life Management LLC | 3,252 | $1.37M | 4.06% | +34+1.1% | Added |
| Trademark Financial Management, LLC | 3,259 | $1.37M | 1.09% | +668+25.8% | Added |
| Wallace Capital Management Inc. | 3,262 | $1.37M | 0.19% | −50−1.5% | Reduced |
| Post Resch Tallon Group Inc. | 3,285 | $1.38M | 1.32% | +3,285 | New |
| Blueshift Asset Management, LLC | 3,264 | $1.38M | 0.50% | −5,831−64.1% | Reduced |
| Element Wealth, LLC | 3,265 | $1.38M | 0.72% | +20+0.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,266 | $1.38M | 1.45% | −5,561−63.0% | Reduced |
| SMART Wealth LLC | 3,267 | $1.38M | 0.49% | −227−6.5% | Reduced |
| Asset Planning Corporation | 3,267 | $1.38M | 0.86% | +10+0.3% | Added |
| Stark Wealth Management LLC | 3,273 | $1.38M | 1.02% | +3,273 | New |
| Horizon Bancorp Inc | 3,276 | $1.38M | 0.65% | −10−0.3% | Reduced |
| Coyle Financial Counsel LLC | 3,286 | $1.39M | 0.44% | +491+17.6% | Added |
| Kuhn & Co Investment Counsel | 3,286 | $1.39M | 1.18% | +25+0.8% | Added |
| Parker Financial LLC | 3,293 | $1.39M | 0.68% | +47+1.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,295 | $1.39M | 0.17% | −114−3.3% | Reduced |
| FMB Wealth Management | 3,303 | $1.39M | 0.78% | −60−1.8% | Reduced |
| Hiley Hunt Wealth Management | 3,322 | $1.40M | 0.78% | +698+26.6% | Added |
| Rather & Kittrell, Inc. | 3,323 | $1.40M | 0.33% | −46−1.4% | Reduced |
| Spring Capital Management, LLC | 3,326 | $1.40M | 0.84% | +3,326 | New |
| Range Financial Group LLC | 3,327 | $1.40M | 0.65% | +2,007+152.0% | Added |
| Echo Wealth Management, LLC | 3,329 | $1.40M | 0.97% | −10−0.3% | Reduced |
| Veridan Wealth LLC | 3,419 | $1.40M | 0.66% | +3,419 | New |
| Forthright Family Wealth Advisory LLC | 3,340 | $1.41M | 0.91% | −37−1.1% | Reduced |
| Kooman & Associates | 3,348 | $1.41M | 0.51% | +116+3.6% | Added |
| Sage Investment Counsel LLC | 3,349 | $1.41M | 1.84% | +3,349 | New |
| OneAscent Family Office, LLC | 3,350 | $1.41M | 2.56% | +3,350 | New |
| Heck Capital Advisors, LLC | 3,352 | $1.41M | 0.16% | −4−0.1% | Reduced |
| Financial Network Wealth Advisors LLC | 3,356 | $1.41M | 2.63% | −1,083−24.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 3,365 | $1.42M | 1.04% | −10−0.3% | Reduced |
| Flywheel Private Wealth LLC | 3,365 | $1.42M | 1.30% | +3,365 | New |
| XY Planning Network, Inc. | 3,375 | $1.42M | 1.07% | +3,375 | New |
| Yoder Wealth Management, Inc. | 3,378 | $1.42M | 0.79% | +517+18.1% | Added |
| Deseret Mutual Benefit Administrators | 3,388 | $1.43M | 0.70% | +133+4.1% | Added |
| Brio Consultants, LLC | 3,388 | $1.43M | 0.22% | +468+16.0% | Added |
| Diker Management LLC | 3,392 | $1.43M | 1.24% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 3,393 | $1.43M | 1.32% | +3,393 | New |
| Defender Capital, LLC. | 3,395 | $1.43M | 0.53% | −6−0.2% | Reduced |
| West Chester Capital Advisors, Inc | 3,404 | $1.43M | 0.77% | +3,404 | New |
| Cresta Advisors, Ltd. | 3,340 | $1.44M | 0.75% | 00.0% | Unchanged |
| Tang Capital Management LLC | 3,413 | $1.44M | 0.10% | +1,163+51.7% | Added |
| Blue Rock Wealth Management LLC | 3,414 | $1.44M | 1.51% | +3,414 | New |
| JBR Co Financial Management Inc | 3,416 | $1.44M | 0.88% | +248+7.8% | Added |
| OMNI 360 Wealth, Inc. | 3,417 | $1.44M | 0.96% | −2,099−38.1% | Reduced |
| OneAscent Wealth Management LLC | 3,422 | $1.44M | 0.59% | −918−21.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 3,432 | $1.45M | 0.62% | −49−1.4% | Reduced |
| Sageworth Trust Co | 3,432 | $1.45M | 0.09% | −1,000−22.6% | Reduced |
| Ackerman Capital Advisors, LLC | 3,438 | $1.45M | 0.38% | −57−1.6% | Reduced |
| William B. Walkup & Associates, Inc. | 3,439 | $1.45M | 0.92% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 3,455 | $1.46M | 0.49% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,467 | $1.46M | 1.24% | +33+1.0% | Added |
| Cornercap Investment Counsel Inc | 3,468 | $1.46M | 0.47% | −141−3.9% | Reduced |
| Katamaran Capital LLP | 3,468 | $1.46M | 1.96% | +3,468 | New |
| Magnolia Wealth Management, LLC | 3,471 | $1.46M | 1.02% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 3,474 | $1.46M | 1.16% | −37−1.1% | Reduced |
| Colrain Capital LLC | 3,475 | $1.46M | 1.44% | +3,475 | New |
| Insight 2811, Inc. | 3,476 | $1.47M | 0.76% | −2−0.1% | Reduced |
| Visionary Horizons, LLC | 3,478 | $1.47M | 0.96% | −39−1.1% | Reduced |
| Capital A Wealth Management, LLC | 3,486 | $1.47M | 2.44% | +3,486 | New |
| WS Portfolio Advisory, LLC | 3,500 | $1.48M | 6.00% | +3,500 | New |
| Edge Financial Advisors LLC | 3,509 | $1.48M | 1.32% | −38−1.1% | Reduced |
| Cathy Pareto & Associates, Inc | 3,515 | $1.48M | 1.36% | +3,515 | New |
| Powell Investment Advisors, LLC | 3,519 | $1.48M | 0.69% | +10.0% | Added |
| Integrated Capital Management, LLC | 3,525 | $1.49M | 0.79% | −28−0.8% | Reduced |
| West Financial Advisors, LLC | 3,537 | $1.49M | 0.29% | +1,654+87.8% | Added |
| Acas, LLC | 3,610 | $1.49M | 1.10% | +61+1.7% | Added |
| Abc Arbitrage SA | 3,540 | $1.49M | 0.21% | +3,540 | New |
| Slocum, Gordon & Co LLP | 3,541 | $1.49M | 1.23% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 3,557 | $1.50M | 0.42% | −100−2.7% | Reduced |
| Seneca Financial Advisors LLC | 3,558 | $1.50M | 0.74% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 3,563 | $1.50M | 0.81% | +32+0.9% | Added |
| Awm Capital, LLC | 3,566 | $1.50M | 0.18% | −115−3.1% | Reduced |
| Nova R Wealth, Inc. | 3,566 | $1.50M | 0.76% | −2,015−36.1% | Reduced |
| My Purposeful Wealth Corp. | 3,568 | $1.50M | 0.68% | +453+14.5% | Added |
| Earnest Partners LLC | 3,569 | $1.50M | 0.01% | 00.0% | Unchanged |
| Croban | 3,571 | $1.51M | 1.48% | +3,571 | New |
| Presilium Private Wealth, LLC | 3,573 | $1.51M | 0.35% | +51+1.4% | Added |
| Frederick Financial Consultants, LLC | 3,575 | $1.51M | 1.20% | +3,575 | New |
| One River Asset Management, LLC | 3,551 | $1.51M | 2.26% | +3,551 | New |
| Geometric Wealth Advisors | 3,591 | $1.51M | 0.28% | +52+1.5% | Added |
| Bernardo Wealth Planning LLC | 3,627 | $1.52M | 0.36% | +164+4.7% | Added |
| Silver Coast Investments LLC | 3,608 | $1.52M | 0.58% | +2+0.1% | Added |
| Clarus Wealth Advisors | 3,648 | $1.52M | 0.76% | +222+6.5% | Added |
| Seascape Capital Management | 3,617 | $1.52M | 0.53% | +21+0.6% | Added |
| Anchor Pointe Wealth Management, LLC | 3,592 | $1.53M | 1.98% | +3,592 | New |
| Mountain Capital Investment Advisors, Inc | 3,560 | $1.53M | 0.32% | +10+0.3% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 3,645 | $1.54M | 0.53% | +3,645 | New |
| Alterna Wealth Management, Inc | 3,661 | $1.54M | 1.30% | +41+1.1% | Added |
| Two Sigma Securities, LLC | 3,674 | $1.55M | 0.28% | −60,787−94.3% | Reduced |
| Frazier Financial Advisors, LLC | 3,651 | $1.55M | 1.23% | −133−3.5% | Reduced |
| Private Wealth Management Group, LLC | 3,682 | $1.55M | 0.59% | +146+4.1% | Added |
| Systematic Financial Management LP | 3,685 | $1.55M | 0.04% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 3,695 | $1.56M | 0.93% | +344+10.3% | Added |
| Zeit Capital LLC | 3,748 | $1.56M | 1.19% | −370−9.0% | Reduced |
| Haven Private, LLC | 3,698 | $1.56M | 0.87% | +3,698 | New |
| SilverOak Wealth Management LLC | 3,699 | $1.56M | 0.34% | +13+0.4% | Added |
| Verde Capital Management | 3,705 | $1.56M | 0.44% | +1,241+50.4% | Added |
| Redwood Financial Network Corp | 3,708 | $1.56M | 1.16% | −12−0.3% | Reduced |
| Tenon Financial LLC | 3,736 | $1.56M | 1.01% | +80+2.2% | Added |
| Sterling Financial Planning, Inc. | 3,714 | $1.57M | 0.58% | +296+8.7% | Added |