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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,674 | $1.93M | 0.71% | −17−0.4% | Reduced |
| Clune & Associates, Ltd. | 4,584 | $1.93M | 0.64% | +4,584 | New |
| Maripau Wealth Management LLC | 4,595 | $1.94M | 1.15% | +4,595 | New |
| Account Management LLC | 4,595 | $1.94M | 2.27% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 4,599 | $1.94M | 1.94% | +4,599 | New |
| Atwood & Palmer Inc | 4,601 | $1.94M | 0.13% | +48+1.1% | Added |
| Hickory Asset Management, Inc. | 4,607 | $1.94M | 1.65% | +4,607 | New |
| Fidato Wealth LLC | 4,610 | $1.94M | 1.46% | +4,610 | New |
| Postrock Partners LLC | 4,610 | $1.94M | 0.94% | +4,610 | New |
| Elser Financial Planning, Inc | 4,610 | $1.94M | 0.12% | +113+2.5% | Added |
| Smart Portfolios, LLC | 4,613 | $1.94M | 2.04% | +98+2.2% | Added |
| Comprehensive Wealth Management, LLC | 4,622 | $1.95M | 1.46% | +191+4.3% | Added |
| Hanover Advisors Inc | 4,624 | $1.95M | 0.82% | −15−0.3% | Reduced |
| PYA Waltman Capital, LLC | 4,627 | $1.95M | 0.63% | +571+14.1% | Added |
| Vista Investment Partners II, LLC | 4,635 | $1.95M | 1.15% | +4,635 | New |
| Cedar Mountain Advisors, LLC | 4,639 | $1.96M | 0.43% | −157−3.3% | Reduced |
| Crumly & Associates Inc. | 4,639 | $1.96M | 0.53% | +15+0.3% | Added |
| Clearview Wealth Advisors LLC | 4,644 | $1.96M | 1.49% | −37−0.8% | Reduced |
| Blalock Williams, LLC | 4,646 | $1.96M | 2.28% | +4,646 | New |
| Womack Financial LLC | 4,650 | $1.96M | 1.74% | +4,650 | New |
| Archvest Wealth Advisors, Inc. | 4,654 | $1.96M | 1.42% | +310+7.1% | Added |
| Cypress Capital, LLC | 4,670 | $1.97M | 0.56% | −252−5.1% | Reduced |
| MN Wealth Advisors, LLC | 4,670 | $1.97M | 1.11% | +254+5.8% | Added |
| Tobam | 4,692 | $1.98M | 0.60% | −1,149−19.7% | Reduced |
| Endowment Wealth Management, Inc. | 4,700 | $1.98M | 1.33% | −31−0.7% | Reduced |
| SK Wealth Management, LLC | 4,701 | $1.98M | 1.01% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 4,709 | $1.98M | 0.87% | +122+2.7% | Added |
| New Jersey Better Educational Savings Trust | 4,709 | $1.98M | 3.81% | 00.0% | Unchanged |
| Taika Capital, LP | 4,712 | $1.99M | 1.51% | −7,454−61.3% | Reduced |
| KFA Private Wealth Group, LLC | 4,720 | $1.99M | 0.83% | +468+11.0% | Added |
| Ridgepath Capital Management LLC | 4,720 | $1.99M | 0.92% | +1,750+58.9% | Added |
| Impact Investors, Inc | 4,720 | $1.99M | 1.54% | +4,720 | New |
| Spectrum Planning & Advisory Services Inc. | 4,736 | $2.00M | 1.73% | +3+0.1% | Added |
| RPS Advisory Solutions LLC | 4,743 | $2.00M | 1.24% | −1,572−24.9% | Reduced |
| Fourth Dimension Wealth, LLC | 4,693 | $2.00M | 1.04% | +4,693 | New |
| Blue Capital, Inc. | 4,744 | $2.00M | 1.41% | +4,744 | New |
| Cornerstone National Bank & Trust Co | 4,746 | $2.00M | 0.92% | +90+1.9% | Added |
| Campbell Deegan Wealth Management, LLC | 4,748 | $2.00M | 2.40% | +4,748 | New |
| Latash Investments, LLC | 4,750 | $2.00M | 1.56% | 00.0% | Unchanged |
| Asset Planning,Inc | 4,754 | $2.00M | 1.53% | +4,754 | New |
| BlueChip Wealth Advisors LLC | 4,757 | $2.01M | 1.11% | −212−4.3% | Reduced |
| Accelerate Investment Advisors LLC | 4,762 | $2.01M | 1.77% | +65+1.4% | Added |
| Cannon Wealth Management Services, LLC | 4,898 | $2.01M | 1.74% | +127+2.7% | Added |
| Newport Capital Group, LLC | 4,776 | $2.01M | 1.48% | −30−0.6% | Reduced |
| Future You Wealth LLC | 4,779 | $2.01M | 1.43% | +4,779 | New |
| Meritas Wealth Management, LLC | 4,779 | $2.01M | 1.21% | −75−1.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,779 | $2.01M | 1.02% | −53−1.1% | Reduced |
| DMKC Advisory Services, LLC | 4,781 | $2.02M | 1.83% | +4,781 | New |
| DiNuzzo Private Wealth, Inc. | 4,786 | $2.02M | 0.26% | −667−12.2% | Reduced |
| Virtus Investment Advisers, Inc. | 4,789 | $2.02M | 1.58% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 4,793 | $2.02M | 1.07% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 4,772 | $2.02M | 1.33% | +45+1.0% | Added |
| Kades & Cheifetz LLC | 4,802 | $2.02M | 1.04% | −554−10.3% | Reduced |
| Blue Barn Wealth, LLC | 4,816 | $2.03M | 1.07% | +86+1.8% | Added |
| Wisconsin Wealth Advisors, LLC | 4,817 | $2.03M | 2.99% | +4,817 | New |
| Wetzel Investment Advisors, Inc. | 4,821 | $2.03M | 1.01% | −20−0.4% | Reduced |
| Hoge Financial Services, LLC | 4,829 | $2.04M | 1.49% | +1,208+33.4% | Added |
| Windsor Capital Management, LLC | 4,850 | $2.04M | 0.61% | +159+3.4% | Added |
| Arvest Investments, Inc. | 4,854 | $2.05M | 0.33% | −193−3.8% | Reduced |
| Financial Freedom, LLC | 4,859 | $2.05M | 1.08% | −56−1.1% | Reduced |
| BayBridge Capital Group, LLC | 4,860 | $2.05M | 1.49% | +172+3.7% | Added |
| LGL Partners, LLC | 4,864 | $2.05M | 0.30% | −216−4.3% | Reduced |
| Petix & Botte Co | 4,868 | $2.05M | 0.54% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,884 | $2.06M | 1.45% | −147−2.9% | Reduced |
| Cunning Capital Partners, LP | 4,890 | $2.06M | 1.27% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4,902 | $2.07M | 1.57% | +93+1.9% | Added |
| Stordahl Capital Management, Inc. | 4,909 | $2.07M | 0.49% | +1,407+40.2% | Added |
| Code Waechter LLC | 4,924 | $2.08M | 1.81% | −114−2.3% | Reduced |
| Kaydan Wealth Management, Inc. | 4,928 | $2.08M | 0.69% | −71−1.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,932 | $2.08M | 0.56% | −878−15.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,936 | $2.08M | 1.19% | −41−0.8% | Reduced |
| Impact Partnership Wealth, LLC | 4,937 | $2.08M | 0.42% | +1,200+32.1% | Added |
| Kraft, Davis & Associates, LLC | 5,090 | $2.08M | 0.59% | −224−4.2% | Reduced |
| Heritage Wealth Management, Inc. | 4,945 | $2.08M | 1.78% | +455+10.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,955 | $2.09M | 0.02% | −50−1.0% | Reduced |
| Pacific Center for Financial Services | 4,957 | $2.09M | 0.54% | −205−4.0% | Reduced |
| Twelve Points Wealth Management LLC | 4,962 | $2.09M | 0.60% | −488−9.0% | Reduced |
| Sequent Planning LLC | 4,966 | $2.09M | 0.77% | −75−1.5% | Reduced |
| Broyhill Asset Management | 4,970 | $2.09M | 1.85% | +4,970 | New |
| MBM Wealth Consultants, LLC | 5,011 | $2.10M | 0.62% | +47+0.9% | Added |
| Malaga Cove Capital, LLC | 4,978 | $2.10M | 0.82% | −9−0.2% | Reduced |
| North Forty Two & Co. | 4,987 | $2.10M | 2.43% | +4,987 | New |
| Wealth Watch Advisors, INC | 4,957 | $2.10M | 1.31% | +4,957 | New |
| Miller Financial Services LLC | 4,997 | $2.11M | 1.78% | +4,997 | New |
| Privium Fund Management B.V. | 5,000 | $2.11M | 0.48% | −5,000−50.0% | Reduced |
| Sonnipe Ltd | 5,000 | $2.11M | 0.23% | −5,000−50.0% | Reduced |
| Advent Capital Management | 5,000 | $2.11M | 0.05% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $2.11M | 1.56% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 5,000 | $2.11M | 2.22% | +5,000 | New |
| Birnam Oak Advisors, LP | 5,000 | $2.11M | 1.04% | +5,000 | New |
| Obsidian Personal Planning Solutions LLC | 5,087 | $2.11M | 1.02% | −216−4.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,019 | $2.12M | 1.58% | −5,334−51.5% | Reduced |
| Connective Portfolio Management, LLC | 5,019 | $2.12M | 3.15% | +5+0.1% | Added |
| Albar Capital Partners LLP | 5,021 | $2.12M | 0.51% | +5,021 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 5,023 | $2.12M | 0.97% | −162−3.1% | Reduced |
| EPIQ Capital Group, LLC | 5,026 | $2.12M | 0.55% | +10+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 5,030 | $2.12M | 1.46% | −39−0.8% | Reduced |
| Tandem Financial, LLC | 5,037 | $2.12M | 2.25% | +5,037 | New |
| Global Assets Advisory, LLC | 5,074 | $2.12M | 1.17% | −890−14.9% | Reduced |
| Jacksonville Wealth Management, LLC | 5,060 | $2.13M | 1.99% | +5,060 | New |