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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 3,716 | $1.57M | 1.04% | +160+4.5% | Added |
| Tacita Capital Inc | 3,724 | $1.57M | 1.12% | +130+3.6% | Added |
| FSC Wealth Advisors, LLC | 3,724 | $1.57M | 1.01% | −32−0.9% | Reduced |
| Matrix Private Capital Group LLC | 3,725 | $1.57M | 0.89% | −16−0.4% | Reduced |
| Family Firm, Inc. | 37,474 | $1.57M | 0.35% | +33,052+747.4% | Added |
| Gibson Capital, LLC | 3,735 | $1.57M | 0.32% | +655+21.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,736 | $1.57M | 0.00% | +578+18.3% | Added |
| Saxony Capital Management, LLC | 3,737 | $1.58M | 1.39% | −268−6.7% | Reduced |
| Arcus Capital Partners, LLC | 3,745 | $1.58M | 0.50% | +152+4.2% | Added |
| Hart & Patterson Financial Group LLC | 3,759 | $1.58M | 0.77% | −106−2.7% | Reduced |
| Ofc Financial Planning, LLC | 3,761 | $1.59M | 1.67% | +3,761 | New |
| Spectrum Wealth Advisory Group, LLC | 3,775 | $1.59M | 0.75% | +929+32.6% | Added |
| Balentine LLC | 3,806 | $1.60M | 0.07% | −5,271−58.1% | Reduced |
| Vance Wealth, Inc. | 3,806 | $1.60M | 0.62% | −141−3.6% | Reduced |
| Sar Wealth Management Group, LLC | 3,807 | $1.60M | 1.08% | −21−0.5% | Reduced |
| Greenhouse Wealth Management, LLC | 3,814 | $1.61M | 1.06% | +4+0.1% | Added |
| ACT Advisors, LLC. | 3,821 | $1.61M | 0.87% | +332+9.5% | Added |
| Landing Point Financial Group, LLC | 3,942 | $1.61M | 1.23% | +3,942 | New |
| Woodward Financial Advisors, Inc. | 3,826 | $1.61M | 0.80% | −135−3.4% | Reduced |
| True Link Financial Advisors, LLC | 3,829 | $1.61M | 0.14% | +585+18.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,831 | $1.61M | 0.64% | +429+12.6% | Added |
| Options Solutions, LLC | 3,835 | $1.62M | 0.73% | +41+1.1% | Added |
| Panoramic Investment Advisors, LLC | 3,839 | $1.62M | 1.05% | +451+13.3% | Added |
| Granite FO LLC | 3,846 | $1.62M | 0.93% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,846 | $1.62M | 0.84% | +12+0.3% | Added |
| CWC Advisors, LLC. | 3,851 | $1.62M | 1.62% | −16−0.4% | Reduced |
| Santori & Peters | 3,852 | $1.62M | 0.62% | +10.0% | Added |
| Willow Creek Wealth Management Inc. | 3,855 | $1.63M | 0.17% | −62−1.6% | Reduced |
| Pingora Partners LLC | 3,860 | $1.63M | 1.07% | −150−3.7% | Reduced |
| Voisard Asset Management Group, Inc. | 3,862 | $1.63M | 0.54% | +34+0.9% | Added |
| Ferguson Shapiro LLC | 3,864 | $1.63M | 0.60% | +151+4.1% | Added |
| Lakeshore Capital Group, Inc. | 3,864 | $1.63M | 2.46% | +3,864 | New |
| Avant Financial Advisors LLC | 3,866 | $1.63M | 1.50% | +3,866 | New |
| Winebrenner Capital Management LLC | 3,870 | $1.63M | 1.26% | +3,870 | New |
| FSA Advisors, Inc. | 3,870 | $1.63M | 2.00% | −3,661−48.6% | Reduced |
| BIP Alliance, LLC | 3,878 | $1.63M | 0.69% | +3,878 | New |
| Castlekeep Investment Advisors LLC | 3,886 | $1.64M | 1.15% | +417+12.0% | Added |
| Creative Capital Management Investments LLC | 3,893 | $1.64M | 0.69% | +424+12.2% | Added |
| Williamson Legacy Group, LLC | 3,901 | $1.64M | 1.10% | −74−1.9% | Reduced |
| Family Wealth Group, LLC | 3,904 | $1.65M | 1.28% | −185−4.5% | Reduced |
| Pitti Group Wealth Management, LLC | 3,910 | $1.65M | 1.67% | +435+12.5% | Added |
| Ironsides Asset Advisors, LLC | 3,914 | $1.65M | 0.47% | +529+15.6% | Added |
| Guided Capital Wealth Management, LLC | 3,916 | $1.65M | 1.51% | +3,916 | New |
| Hardin Capital Partners, LLC | 3,918 | $1.65M | 1.00% | +16+0.4% | Added |
| Pasadena Private Wealth, LLC | 3,919 | $1.65M | 0.34% | +3+0.1% | Added |
| Retirement Guys Formula LLC | 3,923 | $1.65M | 0.83% | +100+2.6% | Added |
| Foundation Wealth Management, LLC | 3,925 | $1.65M | 1.28% | +327+9.1% | Added |
| Battery Global Advisors, LLC | 3,931 | $1.66M | 0.89% | +2+0.1% | Added |
| ESG Planning | 3,946 | $1.66M | 1.23% | −247−5.9% | Reduced |
| Bay Capital Advisors, LLC | 3,946 | $1.66M | 1.34% | +3,946 | New |
| Tucker Asset Management LLC | 3,948 | $1.66M | 0.18% | −335−7.8% | Reduced |
| Cascade Wealth Advisors, Inc | 3,950 | $1.66M | 1.13% | +30+0.8% | Added |
| Wiser Advisor Group LLC | 3,953 | $1.67M | 2.42% | +113+2.9% | Added |
| Yeomans Consulting Group, Inc. | 3,956 | $1.67M | 0.62% | +247+6.7% | Added |
| Intelligence Driven Advisers, LLC | 3,958 | $1.67M | 0.31% | +244+6.6% | Added |
| Centricity Wealth Management, LLC | 3,958 | $1.67M | 1.56% | +3,958 | New |
| Sovereign Investment Advisors, LLC | 3,962 | $1.67M | 0.50% | +3,962 | New |
| Portfolio Strategies, Inc. | 3,979 | $1.67M | 0.24% | +33+0.8% | Added |
| Yost Capital Management, LP | 3,970 | $1.67M | 1.86% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,972 | $1.67M | 0.69% | +3,972 | New |
| LGT Financial Advisors LLC | 3,974 | $1.68M | 3.71% | +935+30.8% | Added |
| Reston Wealth Management LLC | 3,980 | $1.68M | 0.62% | −31−0.8% | Reduced |
| Worth Asset Management, LLC | 3,994 | $1.68M | 0.90% | −225−5.3% | Reduced |
| Von Berge Wealth Management Group, LLC | 4,062 | $1.69M | 1.02% | −28−0.7% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $1.69M | 5.32% | −2,000−33.3% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.69M | 0.46% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 4,012 | $1.69M | 1.16% | +4,012 | New |
| Narus Financial Partners, LLC | 4,019 | $1.69M | 0.57% | +1,484+58.5% | Added |
| Armbruster Capital Management, Inc. | 4,020 | $1.69M | 0.34% | −28−0.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,030 | $1.70M | 0.39% | +661+19.6% | Added |
| Foguth Wealth Management, LLC. | 3,827 | $1.70M | 0.44% | −118−3.0% | Reduced |
| Paladin Advisory Group, LLC | 4,038 | $1.70M | 1.30% | 00.0% | Unchanged |
| Planning Center, Inc. | 4,040 | $1.70M | 0.22% | −364−8.3% | Reduced |
| Georgetown University | 4,045 | $1.70M | 0.50% | +7+0.2% | Added |
| Transce3nd, LLC | 4,056 | $1.71M | 0.58% | +4,056 | New |
| Norman Fields, Gottscho Capital Management, LLC | 4,059 | $1.71M | 0.56% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 4,061 | $1.71M | 2.27% | −5−0.1% | Reduced |
| Aspiring Ventures, LLC | 4,000 | $1.72M | 1.08% | +4,000 | New |
| Crane Advisory, LLC | 4,059 | $1.72M | 0.30% | +673+19.9% | Added |
| 4WEALTH Advisors, Inc. | 4,078 | $1.72M | 1.76% | +4,078 | New |
| Eclectic Associates Inc | 4,081 | $1.72M | 0.51% | +384+10.4% | Added |
| Ironwood Investment Management LLC | 4,084 | $1.72M | 0.86% | +23+0.6% | Added |
| Trinity Financial Advisors LLC | 4,127 | $1.73M | 0.66% | +108+2.7% | Added |
| Hofer & Associates. Inc | 4,099 | $1.73M | 1.16% | +10+0.2% | Added |
| RMR Capital Management, LLC | 4,107 | $1.73M | 1.29% | 00.0% | Unchanged |
| Next Capital Management LLC | 4,126 | $1.74M | 0.71% | +56+1.4% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,136 | $1.74M | 0.47% | +49+1.2% | Added |
| Plan A Wealth LLC | 4,141 | $1.75M | 1.60% | +4,141 | New |
| Sterling Financial Group, Inc. | 4,148 | $1.75M | 0.65% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4,437 | $1.75M | 0.59% | +85+2.0% | Added |
| Market Street Wealth Management Advisors LLC | 4,164 | $1.76M | 0.29% | +539+14.9% | Added |
| Mindset Wealth Management, LLC | 4,175 | $1.76M | 0.64% | +41+1.0% | Added |
| Cambridge Financial Group, LLC | 4,181 | $1.76M | 0.75% | −119−2.8% | Reduced |
| Cedar Wealth Management, LLC | 4,183 | $1.76M | 0.64% | −1,132−21.3% | Reduced |
| Lockerman Financial Group, Inc. | 4,185 | $1.76M | 3.00% | +27+0.6% | Added |
| Momentous Wealth Management, Inc. | 4,198 | $1.77M | 1.47% | +4,198 | New |
| Ridgewood Investments LLC | 4,199 | $1.77M | 0.86% | +1,062+33.9% | Added |
| Yoffe Investment Management, LLC | 4,200 | $1.77M | 2.63% | +4,200 | New |
| Cowa, LLC | 4,204 | $1.77M | 0.82% | +900+27.2% | Added |
| jvl associates llc | 4,205 | $1.77M | 0.67% | −50−1.2% | Reduced |