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 |
|---|---|---|---|---|---|
| jvl associates llc | 4,205 | $1.77M | 0.67% | −50−1.2% | Reduced |
| Phocas Financial Corp. | 4,215 | $1.78M | 0.24% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 4,218 | $1.78M | 1.35% | −7−0.2% | Reduced |
| Bridger Management, LLC | 4,230 | $1.78M | 0.96% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4,234 | $1.78M | 0.45% | +178+4.4% | Added |
| Cassia Capital Partners, LLC | 4,235 | $1.79M | 1.14% | +1,006+31.2% | Added |
| Bell Investment Advisors, Inc | 4,236 | $1.79M | 0.33% | −150−3.4% | Reduced |
| Private Capital Advisors, Inc. | 4,239 | $1.79M | 0.21% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 4,247 | $1.79M | 1.47% | +4,247 | New |
| Sage Advisors, LLC | 4,252 | $1.79M | 1.34% | +158+3.9% | Added |
| Coordinated Financial Services, Inc. | 4,258 | $1.79M | 1.40% | +4,258 | New |
| Saiph Capital, LLC | 4,262 | $1.80M | 0.82% | +623+17.1% | Added |
| Vista Investment Management | 4,264 | $1.80M | 0.68% | −204−4.6% | Reduced |
| Gridiron Partners, LLC | 4,265 | $1.80M | 1.14% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 4,266 | $1.80M | 0.80% | +55+1.3% | Added |
| Rebalance, LLC | 4,282 | $1.80M | 0.13% | +578+15.6% | Added |
| Pin Oak Investment Advisors Inc | 4,197 | $1.81M | 1.64% | +22+0.5% | Added |
| Integrity Wealth Solutions LLC | 4,288 | $1.81M | 1.01% | +140+3.4% | Added |
| Clayton Financial Group LLC | 4,288 | $1.81M | 0.65% | −62−1.4% | Reduced |
| Lionsbridge Wealth Management LLC | 4,290 | $1.81M | 1.52% | −397−8.5% | Reduced |
| Valued Retirements, Inc. | 4,295 | $1.81M | 2.44% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 4,294 | $1.81M | 0.51% | +25+0.6% | Added |
| Rock Point Advisors, LLC | 4,297 | $1.81M | 0.53% | −176−3.9% | Reduced |
| Kearns & Associates LLC | 4,300 | $1.81M | 1.17% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,303 | $1.81M | 1.18% | +92+2.2% | Added |
| Cadent Capital Advisors, LLC | 4,308 | $1.82M | 0.63% | −116−2.6% | Reduced |
| Riverwater Partners LLC | 4,309 | $1.82M | 0.88% | +153+3.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,314 | $1.82M | 0.53% | −41−0.9% | Reduced |
| Red Tortoise LLC | 4,314 | $1.82M | 0.95% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,319 | $1.82M | 1.21% | +337+8.5% | Added |
| Alpha Zero LLC | 4,319 | $1.82M | 1.39% | +4,319 | New |
| Curtis Advisory Group, LLC | 4,325 | $1.82M | 0.48% | +34+0.8% | Added |
| C M Bidwell & Associates Ltd | 4,325 | $1.82M | 1.11% | −397−8.4% | Reduced |
| Eq Wealth Advisors, LLC | 4,325 | $1.82M | 1.75% | +4,325 | New |
| LVZ Advisors, Inc. | 4,329 | $1.82M | 0.23% | +375+9.5% | Added |
| Tobias Financial Advisors, Inc. | 4,338 | $1.83M | 0.37% | +815+23.1% | Added |
| Accredited Investor Services, LLC | 4,341 | $1.83M | 1.46% | +4,341 | New |
| M1 Capital Management LLC | 4,342 | $1.83M | 0.99% | +4,342 | New |
| Elios Financial Group Inc. | 4,353 | $1.83M | 0.87% | +10.0% | Added |
| Peterson Wealth Advisors, LLC | 4,336 | $1.84M | 0.33% | +282+7.0% | Added |
| Independent Family Office, LLC | 4,360 | $1.84M | 0.95% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 4,366 | $1.84M | 0.79% | −156−3.4% | Reduced |
| Rodgers & Associates, LTD | 4,366 | $1.84M | 0.22% | −29−0.7% | Reduced |
| Pacific Sun Financial Corp | 4,371 | $1.84M | 1.00% | +59+1.4% | Added |
| Rezny Wealth Management, Inc. | 4,379 | $1.85M | 0.45% | +204+4.9% | Added |
| Corrigan Financial, Inc. | 4,385 | $1.85M | 0.42% | −98−2.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,387 | $1.85M | 1.12% | −360−7.6% | Reduced |
| Strategic Equity Management | 4,387 | $1.85M | 0.78% | −550−11.1% | Reduced |
| Capasso Planning Partners LLC | 4,388 | $1.85M | 0.74% | −1,806−29.2% | Reduced |
| Sierra Summit Advisors LLC | 4,392 | $1.85M | 0.37% | −20,618−82.4% | Reduced |
| Client First Investment Management LLC | 4,400 | $1.85M | 1.19% | 00.0% | Unchanged |
| Barnes Wealth Management Group, Inc | 4,407 | $1.86M | 1.25% | +4,407 | New |
| FSA Wealth Management LLC | 4,407 | $1.86M | 0.75% | −183−4.0% | Reduced |
| Muirfield Wealth Advisors LLC | 4,427 | $1.87M | 1.54% | +24+0.5% | Added |
| Prospect Financial Group LLC | 4,430 | $1.87M | 2.30% | +4,430 | New |
| American Financial Advisors, LLC | 4,434 | $1.87M | 0.26% | −50−1.1% | Reduced |
| Planned Solutions, Inc. | 4,445 | $1.87M | 0.77% | +20.0% | Added |
| Avion Wealth | 4,447 | $1.87M | 0.48% | +551+14.1% | Added |
| Covestor Ltd | 4,449 | $1.88M | 1.18% | +484+12.2% | Added |
| Smart Money Group LLC | 4,453 | $1.88M | 0.65% | +139+3.2% | Added |
| Napa Wealth Management | 4,454 | $1.88M | 0.81% | −88−1.9% | Reduced |
| Kelly Financial Services LLC | 4,455 | $1.88M | 0.68% | +66+1.5% | Added |
| Curran Financial Partners, LLC | 4,456 | $1.88M | 0.49% | +522+13.3% | Added |
| Mma Asset Management LLC | 4,457 | $1.88M | 0.82% | +741+19.9% | Added |
| Mayfair Advisory Group, LLC | 4,458 | $1.88M | 1.11% | +190+4.5% | Added |
| Sierra Ocean, LLC | 4,460 | $1.88M | 1.53% | +4,460 | New |
| Bayshore Asset Management, LLC | 4,463 | $1.88M | 0.86% | 00.0% | Unchanged |
| Pachira Investments Inc. | 4,430 | $1.88M | 1.15% | +1,020+29.9% | Added |
| Avenue 1 Advisors, LLC | 4,469 | $1.88M | 0.72% | +286+6.8% | Added |
| Helen Stephens Group, LLC | 4,477 | $1.89M | 0.56% | −122−2.7% | Reduced |
| Alexis Investment Partners, LLC | 4,466 | $1.89M | 0.92% | +4,466 | New |
| 4J Wealth Management LLC | 4,482 | $1.89M | 1.53% | −144−3.1% | Reduced |
| Constant Guidance Financial LLC | 4,482 | $1.89M | 1.63% | −381−7.8% | Reduced |
| Profit Investment Management, LLC | 4,483 | $1.89M | 1.52% | −135−2.9% | Reduced |
| Peak Retirement Planning, Inc. | 4,466 | $1.89M | 1.28% | +4,466 | New |
| Selective Wealth Management, Inc. | 4,547 | $1.89M | 0.77% | +177+4.1% | Added |
| Towerpoint Wealth, LLC | 4,487 | $1.89M | 0.93% | −4,529−50.2% | Reduced |
| OxenFree Capital LLC | 4,489 | $1.89M | 1.42% | −24−0.5% | Reduced |
| New England Asset Management Inc | 4,495 | $1.89M | 0.32% | −2,995−40.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,500 | $1.90M | 0.26% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 4,501 | $1.90M | 0.42% | +559+14.2% | Added |
| Brand Asset Management Group, Inc. | 4,504 | $1.90M | 0.77% | −525−10.4% | Reduced |
| Strategic Financial Partners, Ltd. | 4,505 | $1.90M | 0.97% | +792+21.3% | Added |
| Intrepid Capital Management Inc | 4,506 | $1.90M | 0.97% | +288+6.8% | Added |
| Blossom Wealth Management | 4,513 | $1.90M | 3.66% | +146+3.3% | Added |
| Dogwood Wealth Management LLC | 4,514 | $1.90M | 1.01% | +640+16.5% | Added |
| PFG Private Wealth Management, LLC | 4,519 | $1.90M | 1.08% | +3+0.1% | Added |
| Bridgefront Capital, LLC | 4,520 | $1.91M | 0.64% | +4,520 | New |
| Wolf Group Capital Advisors | 5,605 | $1.91M | 0.93% | 00.0% | Unchanged |
| CAP Partners, LLC | 4,529 | $1.91M | 1.35% | −52−1.1% | Reduced |
| Riverstone Advisors, LLC | 4,529 | $1.91M | 1.09% | +19+0.4% | Added |
| Thoma Capital Management LLC | 4,540 | $1.91M | 1.31% | +4,540 | New |
| Drum Hill Capital, LLC | 4,550 | $1.92M | 2.38% | +4,550 | New |
| Tru Independence Asset Management 2, LLC | 4,550 | $1.92M | 1.60% | +126+2.8% | Added |
| Diversified Portfolios, Inc. | 4,555 | $1.92M | 0.21% | +20+0.4% | Added |
| Marotta Asset Management | 4,595 | $1.92M | 0.40% | −274−5.6% | Reduced |
| Mainsail Asset Management, LLC | 4,567 | $1.92M | 1.35% | −995−17.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,575 | $1.93M | 1.14% | +20.0% | Added |
| Nottingham Advisors, Inc. | 4,579 | $1.93M | 0.24% | −1,970−30.1% | Reduced |
| Cura Wealth Advisors, LLC | 4,580 | $1.93M | 0.85% | +4,580 | New |