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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Tudor Financial Inc. | 5,060 | $2.13M | 1.25% | +941+22.8% | Added |
| Davis Capital Management | 5,077 | $2.14M | 1.74% | +309+6.5% | Added |
| RS Crum Inc. | 5,077 | $2.14M | 0.53% | −56−1.1% | Reduced |
| Hilltop Wealth Advisors, LLC | 5,080 | $2.14M | 1.08% | −334−6.2% | Reduced |
| Disciplined Investors, L.L.C. | 5,140 | $2.14M | 2.07% | +5,140 | New |
| Facet Wealth, Inc. | 5,242 | $2.15M | 0.06% | −1,858−26.2% | Reduced |
| Centennial Wealth Advisory LLC | 5,099 | $2.15M | 0.84% | +229+4.7% | Added |
| Meriwether Wealth & Planning, LLC | 5,103 | $2.15M | 1.53% | +5,103 | New |
| Driehaus Capital Management LLC | 5,104 | $2.15M | 0.02% | −2,814−35.5% | Reduced |
| Qsemble Capital Management, LP | 5,108 | $2.15M | 0.29% | −6,530−56.1% | Reduced |
| Promethium Advisors,llc | 5,108 | $2.15M | 1.47% | +216+4.4% | Added |
| Orgel Wealth Management, LLC | 5,117 | $2.16M | 0.06% | −180−3.4% | Reduced |
| Planning Alternatives Ltd | 5,118 | $2.16M | 0.33% | −335−6.1% | Reduced |
| Emerald Mutual Fund Advisers Trust | 5,125 | $2.16M | 0.13% | −251−4.7% | Reduced |
| City National Bank of Florida | 5,130 | $2.16M | 1.97% | +5,130 | New |
| Mainstream Capital Management LLC | 5,136 | $2.16M | 1.52% | +30+0.6% | Added |
| International Private Wealth Advisors LLC | 5,140 | $2.17M | 2.16% | +2,700+110.7% | Added |
| Prodigy Asset Management LLC | 5,142 | $2.17M | 1.85% | +5,142 | New |
| MFA Wealth Services | 5,152 | $2.17M | 1.74% | +5,152 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,158 | $2.17M | 0.04% | −9,827−65.6% | Reduced |
| Magnolia Private Wealth, LLC | 5,158 | $2.17M | 1.94% | +5,158 | New |
| Hobbs Group Advisors, LLC | 5,163 | $2.18M | 0.82% | −320−5.8% | Reduced |
| Continuum Wealth Advisors, LLC | 5,164 | $2.18M | 1.10% | +12+0.2% | Added |
| Roble, Belko & Company, Inc | 5,168 | $2.18M | 0.35% | −86−1.6% | Reduced |
| Concorde Asset Management, LLC | 5,167 | $2.18M | 1.14% | −191−3.6% | Reduced |
| Eagle Harbor Asset Management Inc | 5,168 | $2.18M | 2.18% | −23−0.4% | Reduced |
| Potomac Fund Management Inc | 5,170 | $2.18M | 0.13% | +5,170 | New |
| GG Group Ventures, LLC | 5,176 | $2.18M | 2.88% | +154+3.1% | Added |
| LifePlan Financial, LLC | 5,177 | $2.18M | 1.93% | −20.0% | Reduced |
| Investmark Advisory Group LLC | 5,181 | $2.18M | 1.07% | −1,648−24.1% | Reduced |
| Legacy Capital Wealth Management, LLC | 5,186 | $2.19M | 2.17% | +5,186 | New |
| Rise Advisors, LLC | 5,186 | $2.19M | 1.05% | −23−0.4% | Reduced |
| Capital Square, LLC | 4,924 | $2.19M | 1.24% | +894+22.2% | Added |
| CJM Wealth Advisers, Ltd. | 5,196 | $2.19M | 0.74% | −20.0% | Reduced |
| Austin Asset Management Co Inc | 5,198 | $2.19M | 0.44% | +336+6.9% | Added |
| IMZ Advisory Inc | 5,206 | $2.19M | 1.00% | +31+0.6% | Added |
| Armor Investment Advisors, LLC | 5,227 | $2.20M | 0.91% | +343+7.0% | Added |
| North Point Portfolio Managers Corp | 5,229 | $2.20M | 0.38% | −11,626−69.0% | Reduced |
| Burr Financial Services, LLC | 5,246 | $2.21M | 1.49% | −7,921−60.2% | Reduced |
| Samjo Management, LLC | 5,250 | $2.21M | 0.83% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 5,250 | $2.21M | 1.94% | +5,250 | New |
| Absolute Capital Management, LLC | 5,246 | $2.22M | 1.23% | +1,531+41.2% | Added |
| Cardinal Point Capital Management, ULC | 5,256 | $2.22M | 0.35% | +2,796+113.7% | Added |
| Reyes Financial Architecture, Inc. | 5,262 | $2.22M | 1.74% | +5,262 | New |
| Fingerlakes Wealth Management, Inc. | 5,264 | $2.22M | 1.79% | −46−0.9% | Reduced |
| Palacios Wealth Management, LLC | 5,240 | $2.22M | 2.40% | +5,240 | New |
| Ascension Capital Advisors, Inc. | 5,282 | $2.23M | 0.97% | −29−0.5% | Reduced |
| Unified Investment Management | 5,286 | $2.23M | 2.53% | +5,286 | New |
| Holistic Financial Partners | 5,287 | $2.23M | 1.11% | −81−1.5% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 5,290 | $2.23M | 2.13% | −129−2.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,302 | $2.23M | 0.32% | −15−0.3% | Reduced |
| Yarger Wealth Strategies, LLC | 5,310 | $2.24M | 1.29% | +343+6.9% | Added |
| Wealthcare Capital Partners, LLC | 5,321 | $2.24M | 1.17% | +5,321 | New |
| Sharpepoint LLC | 5,339 | $2.25M | 2.03% | +5,339 | New |
| Community Bank of Raymore | 5,341 | $2.25M | 1.77% | +857+19.1% | Added |
| Financial & Tax Architects, LLC | 5,348 | $2.25M | 0.57% | +115+2.2% | Added |
| Great Waters Wealth Management | 5,353 | $2.26M | 0.29% | +225+4.4% | Added |
| PrairieView Partners, LLC | 5,362 | $2.26M | 0.24% | +125+2.4% | Added |
| Mfg Wealth Management, Inc. | 5,363 | $2.26M | 2.07% | +5,363 | New |
| Claris Advisors, LLC | 5,382 | $2.27M | 0.85% | +2,346+77.3% | Added |
| Pinnacle Wealth Management, LLC | 5,396 | $2.27M | 2.53% | −59−1.1% | Reduced |
| Dalton Investments LLC | 5,400 | $2.28M | 1.18% | −2,700−33.3% | Reduced |
| Texas Capital Bancshares Inc | 5,411 | $2.28M | 0.92% | +21+0.4% | Added |
| TriaGen Wealth Management LLC | 5,438 | $2.29M | 0.77% | 00.0% | Unchanged |
| Apex Wealth Management, LLC | 5,450 | $2.30M | 1.98% | +5,450 | New |
| Nautilus Advisors LLC | 5,453 | $2.30M | 1.83% | +5,453 | New |
| Financial Advisors Network, Inc. | 5,454 | $2.30M | 0.38% | +5,454 | New |
| Flagstone Financial Management | 5,455 | $2.30M | 0.76% | −28−0.5% | Reduced |
| Dixon Fnancial Services, Inc. | 5,472 | $2.31M | 1.25% | +106+2.0% | Added |
| Heritage Investment Group, Inc. | 5,475 | $2.31M | 0.43% | −718−11.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 5,485 | $2.31M | 1.75% | +5,485 | New |
| Serenus Wealth Advisors, LLC | 5,487 | $2.31M | 0.40% | +5,487 | New |
| Riverpoint Wealth Management Holdings, LLC | 5,496 | $2.32M | 0.60% | +10+0.2% | Added |
| US Financial Advisors, LLC | 5,497 | $2.32M | 0.71% | +463+9.2% | Added |
| Stonekeep Investments, LLC | 5,503 | $2.32M | 1.73% | −198−3.5% | Reduced |
| Groesbeck Investment Management Corp | 5,504 | $2.32M | 3.02% | −925−14.4% | Reduced |
| Grant Street Asset Management, Inc. | 5,510 | $2.32M | 0.61% | −11−0.2% | Reduced |
| Doliver Advisors, LP | 5,522 | $2.33M | 0.65% | +372+7.2% | Added |
| Mach-1 Financial Group, Inc. | 5,529 | $2.33M | 4.20% | +912+19.8% | Added |
| Sterling Group Wealth Management, LLC | 5,540 | $2.33M | 1.21% | +25+0.5% | Added |
| KFG Wealth Management, LLC | 5,543 | $2.34M | 0.44% | +51+0.9% | Added |
| Breakthru Advisory Services, LLC | 5,548 | $2.34M | 2.12% | +5,548 | New |
| Northeast Financial Group, Inc. | 5,550 | $2.34M | 0.89% | +91+1.7% | Added |
| WPG Advisers, LLC | 5,552 | $2.34M | 2.17% | +5,552 | New |
| William Mack & Associates, Inc. | 5,559 | $2.34M | 2.45% | +5,559 | New |
| Campion Asset Management LLC | 5,563 | $2.34M | 1.77% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 5,564 | $2.35M | 1.22% | +2,894+108.4% | Added |
| Partners Wealth Management, LLC | 5,582 | $2.35M | 2.68% | +5,582 | New |
| 360 Financial, Inc. | 5,595 | $2.36M | 0.85% | −687−10.9% | Reduced |
| Macroview Investment Management LLC | 5,598 | $2.36M | 2.40% | +16+0.3% | Added |
| M.E. Allison & Co., Inc. | 5,600 | $2.36M | 2.60% | +5,600 | New |
| Talon Private Wealth, LLC | 5,605 | $2.36M | 0.49% | +1,349+31.7% | Added |
| JMG Financial Group, Ltd. | 5,617 | $2.37M | 0.08% | −26−0.5% | Reduced |
| Alliance Wealth Management Group | 5,617 | $2.37M | 0.63% | +25+0.4% | Added |
| Inspirion Wealth Advisors, LLC | 5,606 | $2.37M | 0.33% | −14−0.2% | Reduced |
| Aurora Private Wealth, Inc. | 5,621 | $2.37M | 1.77% | +43+0.8% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 5,628 | $2.37M | 2.33% | +5,628 | New |
| Abound Wealth Management | 5,644 | $2.38M | 0.76% | +16+0.3% | Added |
| Prepared Retirement Institute LLC | 5,650 | $2.38M | 1.36% | −539−8.7% | Reduced |
| Ogorek Anthony Joseph | 5,661 | $2.39M | 0.76% | +61+1.1% | Added |