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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 5,663 | $2.39M | 0.80% | −684−10.8% | Reduced |
| Centerpoint Advisory Group | 5,670 | $2.39M | 2.31% | +5,670 | New |
| SRN Advisors, LLC | 5,680 | $2.39M | 2.13% | +151+2.7% | Added |
| Carrera Capital Advisors | 5,684 | $2.40M | 0.56% | +587+11.5% | Added |
| Cottonwood Capital Advisors, LLC | 5,686 | $2.40M | 1.72% | +10+0.2% | Added |
| Cascade Investment Group, Inc. | 5,687 | $2.40M | 1.71% | −2,230−28.2% | Reduced |
| Corundum Trust Company, INC | 5,692 | $2.40M | 7.20% | −39−0.7% | Reduced |
| Strategies Wealth Advisors, LLC | 5,867 | $2.40M | 0.30% | +5,867 | New |
| Phillips Financial Management, LLC | 5,698 | $2.40M | 0.19% | +409+7.7% | Added |
| USAdvisors Wealth Management, LLC | 5,702 | $2.40M | 0.78% | +31+0.5% | Added |
| Intelligent Financial Strategies | 5,705 | $2.40M | 1.33% | −22−0.4% | Reduced |
| TradeWell Securities, LLC. | 5,713 | $2.41M | 1.25% | +5,713 | New |
| Francis Financial, Inc. | 9,360 | $2.41M | 0.61% | +3,929+72.3% | Added |
| Greenbush Financial Group, LLC | 5,669 | $2.41M | 1.27% | +5,669 | New |
| Valtinson Bruner Financial Planning LLC | 5,720 | $2.41M | 0.84% | +442+8.4% | Added |
| Martin Capital Partners, LLC | 5,720 | $2.41M | 2.86% | −6,782−54.2% | Reduced |
| ERTS Wealth Advisors, LLC | 5,730 | $2.42M | 0.46% | −43−0.7% | Reduced |
| Maven Securities LTD | 5,737 | $2.42M | 0.39% | +5,737 | New |
| EWG Elevate Inc. | 5,738 | $2.42M | 0.74% | +75+1.3% | Added |
| Arlington Financial Advisors, LLC | 5,739 | $2.42M | 0.48% | +501+9.6% | Added |
| Stonebridge Financial Planning Group, LLC | 5,741 | $2.42M | 1.08% | +469+8.9% | Added |
| Mainstay Capital Management LLC | 5,742 | $2.42M | 0.37% | +1,036+22.0% | Added |
| Arbor Capital Management Inc | 5,478 | $2.42M | 2.38% | −98−1.8% | Reduced |
| Level Wealth Management LLC | 5,753 | $2.42M | 1.71% | +5,753 | New |
| Oakwell Private Wealth Management, LLC | 5,761 | $2.43M | 0.68% | +248+4.5% | Added |
| AtlasMark Financial, Inc | 5,761 | $2.43M | 2.23% | +10+0.2% | Added |
| Innova Wealth Partners | 5,761 | $2.43M | 1.53% | +2,708+88.7% | Added |
| Seamount Financial Group Inc | 5,765 | $2.43M | 1.68% | +155+2.8% | Added |
| Sterling Wealth Management, Inc. | 5,779 | $2.44M | 0.90% | −155−2.6% | Reduced |
| Promus Capital, LLC | 5,779 | $2.44M | 1.87% | +5,779 | New |
| Net Worth Advisory Group | 5,780 | $2.44M | 0.74% | −367−6.0% | Reduced |
| Lavaca Capital LLC | 5,789 | $2.44M | 1.07% | +701+13.8% | Added |
| Johnson & White Wealth Management, LLC | 5,832 | $2.44M | 1.48% | +5,832 | New |
| Rinkey Investments | 5,800 | $2.44M | 0.78% | +1,870+47.6% | Added |
| Lantern Wealth Advisors, LLC | 5,819 | $2.45M | 1.60% | +181+3.2% | Added |
| Ascent Capital Management, LLC | 5,822 | $2.45M | 2.51% | +5,822 | New |
| Index Fund Advisors, Inc. | 5,827 | $2.46M | 0.13% | +31+0.5% | Added |
| Anthracite Investment Company, Inc. | 5,836 | $2.46M | 1.23% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 5,970 | $2.46M | 1.58% | −120−2.0% | Reduced |
| Calton & Associates, Inc. | 5,840 | $2.46M | 1.09% | −4,015−40.7% | Reduced |
| Financial Management Professionals, Inc. | 5,847 | $2.46M | 0.31% | +78+1.4% | Added |
| First International Bank & Trust | 5,852 | $2.47M | 0.80% | −1,032−15.0% | Reduced |
| Encompass More Asset Management | 5,860 | $2.47M | 0.82% | +187+3.3% | Added |
| Cohen & Steers, Inc. | 5,872 | $2.48M | 0.00% | +332+6.0% | Added |
| Castleview Partners, LLC | 5,930 | $2.48M | 1.34% | −297−4.8% | Reduced |
| TLWM | 5,889 | $2.48M | 0.49% | +266+4.7% | Added |
| Petra Financial Advisors Inc | 5,891 | $2.48M | 1.69% | −360−5.8% | Reduced |
| Painted Porch Advisors LLC | 5,892 | $2.48M | 1.23% | +293+5.2% | Added |
| Blue Bell Private Wealth Management, LLC | 5,892 | $2.48M | 0.47% | +76+1.3% | Added |
| Brucke Financial, Inc. | 6,006 | $2.49M | 2.14% | +6,006 | New |
| Chokshi & Queen Wealth Advisors, Inc | 5,916 | $2.49M | 1.55% | +5,916 | New |
| Richardson Financial Services Inc. | 5,888 | $2.50M | 1.76% | +182+3.2% | Added |
| Woodward Diversified Capital, LLC | 5,948 | $2.51M | 1.84% | −3,264−35.4% | Reduced |
| Kennedy Investment Group | 5,953 | $2.51M | 1.14% | +130+2.2% | Added |
| Millington Financial Advisors, LLC | 6,111 | $2.51M | 1.46% | +523+9.4% | Added |
| IFG Advisors, LLC | 5,960 | $2.51M | 0.50% | +318+5.6% | Added |
| Greenspring Advisors, LLC | 5,964 | $2.51M | 0.55% | +927+18.4% | Added |
| Adamsbrown Wealth Consultants LLC | 5,967 | $2.52M | 0.86% | +130+2.2% | Added |
| LFA - Lugano Financial Advisors SA | 5,975 | $2.52M | 1.65% | +218+3.8% | Added |
| Grant Private Wealth Management Inc | 5,992 | $2.53M | 2.72% | +5,992 | New |
| Check Capital Management Inc | 5,996 | $2.53M | 0.17% | 00.0% | Unchanged |
| Viking Fund Management LLC | 6,000 | $2.53M | 0.39% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 6,004 | $2.53M | 0.61% | −208−3.3% | Reduced |
| Hickory Point Bank & Trust | 6,005 | $2.53M | 2.25% | +6,005 | New |
| Prostatis Group LLC | 6,007 | $2.53M | 0.74% | +112+1.9% | Added |
| RD Lewis Holdings, Inc. | 6,180 | $2.53M | 2.78% | +6,180 | New |
| Maridea Wealth Management LLC | 6,018 | $2.54M | 0.82% | +6,018 | New |
| Integras Partners LLC | 6,018 | $2.54M | 2.17% | +6,018 | New |
| Retirement Income Solutions, Inc | 6,020 | $2.54M | 0.51% | −569−8.6% | Reduced |
| Security Financial Services, INC. | 6,029 | $2.54M | 0.52% | +286+5.0% | Added |
| Guild Investment Management, Inc. | 6,030 | $2.54M | 2.77% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,038 | $2.55M | 0.79% | +344+6.0% | Added |
| Paulson Wealth Management Inc. | 6,057 | $2.55M | 0.70% | −519−7.9% | Reduced |
| M3 Advisory Group, LLC | 6,059 | $2.55M | 1.83% | −63−1.0% | Reduced |
| Rocky Mountain Advisers, LLC | 6,061 | $2.55M | 0.76% | −15−0.2% | Reduced |
| BCS Wealth Management | 6,066 | $2.56M | 0.64% | +6,066 | New |
| Paradigm Capital Management, LLC | 6,072 | $2.56M | 2.39% | −5−0.1% | Reduced |
| Maiden Cove Capital, LLC | 6,072 | $2.56M | 3.91% | +124+2.1% | Added |
| Matrix Trust Co | 6,073 | $2.56M | 0.44% | +395+7.0% | Added |
| Betterment LLC | 6,077 | $2.56M | 0.01% | +1,204+24.7% | Added |
| Warwick Investment Management, Inc. | 6,086 | $2.57M | 0.53% | −540−8.1% | Reduced |
| WealthTrust Asset Management, LLC | 6,088 | $2.57M | 1.84% | +56+0.9% | Added |
| Hummer Financial Advisory Services Inc | 6,099 | $2.57M | 2.03% | −100−1.6% | Reduced |
| Genesis Private Wealth, LLC | 6,115 | $2.58M | 1.42% | +6,115 | New |
| A. D. Beadell Investment Counsel, Inc. | 6,140 | $2.59M | 2.10% | 00.0% | Unchanged |
| Idaho Trust Bank | 6,140 | $2.59M | 1.30% | −1,003−14.0% | Reduced |
| MorganRosel Wealth Management, LLC | 6,147 | $2.59M | 0.85% | +516+9.2% | Added |
| Wood Tarver Financial Group, LLC | 6,157 | $2.60M | 0.87% | +6,157 | New |
| X-Square Capital, LLC | 6,158 | $2.60M | 1.07% | +50+0.8% | Added |
| Seed Wealth Management, Inc. | 6,162 | $2.60M | 2.10% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,172 | $2.60M | 1.98% | −22−0.4% | Reduced |
| Krane Funds Advisors LLC | 6,178 | $2.60M | 0.11% | +789+14.6% | Added |
| G&S Capital LLC | 6,187 | $2.61M | 1.08% | −220−3.4% | Reduced |
| Eight 31 Financial LLC | 6,193 | $2.61M | 1.96% | +9+0.1% | Added |
| Hill Investment Group Partners, LLC | 6,196 | $2.61M | 0.35% | +2,184+54.4% | Added |
| Objective Capital Management, LLC | 6,198 | $2.61M | 1.75% | −1,923−23.7% | Reduced |
| Clifford Group, LLC | 6,204 | $2.61M | 1.99% | +44+0.7% | Added |
| Sone Capital Management, LLC | 6,206 | $2.62M | 0.33% | +6,206 | New |
| Doheny Asset Management | 6,221 | $2.62M | 1.96% | −80−1.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,223 | $2.62M | 1.26% | 00.0% | Unchanged |