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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| XY Capital Ltd | 6,225 | $2.62M | 2.92% | +5,324+590.9% | Added |
| Tandem Investment Partners LLC | 6,228 | $2.63M | 2.51% | +6,228 | New |
| Three Bridge Wealth Advisors, LLC | 6,232 | $2.63M | 0.92% | +455+7.9% | Added |
| Paul Damon & Associates, Inc. | 6,233 | $2.63M | 1.59% | +41+0.7% | Added |
| Horst & Graben Wealth Management LLC | 6,244 | $2.63M | 0.47% | +121+2.0% | Added |
| Hopwood Financial Services, Inc. | 6,248 | $2.63M | 2.00% | +6,248 | New |
| Ruggaard & Associates LLC | 6,255 | $2.64M | 1.16% | −285−4.4% | Reduced |
| White Lighthouse Investment Management Inc. | 6,257 | $2.64M | 0.46% | −10−0.2% | Reduced |
| PSI Advisors, LLC | 6,271 | $2.64M | 0.78% | +93+1.5% | Added |
| Shira Ridge Wealth Management | 6,274 | $2.64M | 1.29% | −706−10.1% | Reduced |
| Trevian Wealth Management LLC | 6,281 | $2.65M | 1.95% | −24−0.4% | Reduced |
| Optivise Advisory Services LLC | 6,291 | $2.65M | 1.43% | +375+6.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 6,295 | $2.65M | 0.44% | −78−1.2% | Reduced |
| Birchbrook, Inc. | 6,303 | $2.66M | 1.51% | −45−0.7% | Reduced |
| One Charles Private Wealth Services, LLC | 6,306 | $2.66M | 0.89% | +569+9.9% | Added |
| Beaird Harris Wealth Management, LLC | 6,306 | $2.66M | 0.23% | −462−6.8% | Reduced |
| Strategic Advocates LLC | 6,318 | $2.66M | 0.90% | +1,352+27.2% | Added |
| Pathway Financial Advisors LLC | 6,318 | $2.66M | 0.61% | −71−1.1% | Reduced |
| TrueWealth Financial Partners | 6,324 | $2.67M | 1.65% | 00.0% | Unchanged |
| Creekside Partners | 6,324 | $2.67M | 1.38% | −53−0.8% | Reduced |
| Lighthouse Financial LLC | 6,324 | $2.67M | 2.16% | +6,324 | New |
| Arq Wealth Advisors, LLC | 6,325 | $2.67M | 1.01% | −356−5.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,328 | $2.67M | 1.78% | +1,810+40.1% | Added |
| RoundAngle Advisors LLC | 6,347 | $2.68M | 2.55% | +6,347 | New |
| Neumann Capital Management, LLC | 6,352 | $2.68M | 0.89% | −80−1.2% | Reduced |
| Element Pointe Advisors, LLC | 6,368 | $2.68M | 0.63% | +152+2.4% | Added |
| Aurdan Capital Management, LLC | 6,369 | $2.68M | 1.03% | +6,369 | New |
| Pure Portfolios Holdings LLC | 6,373 | $2.69M | 1.00% | −450−6.6% | Reduced |
| Wolff Financial Management LLC | 6,375 | $2.69M | 0.75% | −326−4.9% | Reduced |
| Fortune Financial Advisors, LLC | 6,377 | $2.69M | 2.44% | +54+0.9% | Added |
| Rooted Wealth Advisors, Inc. | 6,374 | $2.69M | 1.05% | +62+1.0% | Added |
| Mosley Wealth Management | 6,089 | $2.69M | 1.67% | +470+8.4% | Added |
| WealthCollab, LLC | 6,392 | $2.69M | 1.73% | −57−0.9% | Reduced |
| Parvin Asset Management, LLC | 6,395 | $2.70M | 2.90% | +6,395 | New |
| ZRC Wealth Management, LLC | 6,397 | $2.70M | 1.14% | −55−0.9% | Reduced |
| Drake & Associates, LLC | 6,593 | $2.70M | 0.77% | +2,245+51.6% | Added |
| Gen-Wealth Partners Inc | 6,411 | $2.70M | 1.16% | −504−7.3% | Reduced |
| Abound Financial, LLC | 6,418 | $2.71M | 1.37% | +6,418 | New |
| O'Dell Group, LLC | 6,420 | $2.71M | 0.61% | −478−6.9% | Reduced |
| Hidden Cove Wealth Management, LLC | 6,426 | $2.71M | 2.20% | +6,426 | New |
| Atlas Wealth Partners, LLC | 6,437 | $2.71M | 3.43% | −178−2.7% | Reduced |
| Strive Asset Management, LLC | 6,443 | $2.72M | 2.04% | +6,443 | New |
| Capstone Wealth Management Group LLC | 6,444 | $2.72M | 2.06% | +6,444 | New |
| Tiff Advisory Services Inc | 6,444 | $2.72M | 0.92% | −10,126−61.1% | Reduced |
| Antonelli Financial Advisors, LLC | 6,460 | $2.72M | 2.30% | +6,460 | New |
| Primoris Wealth Advisors, LLC | 6,461 | $2.72M | 2.07% | −20.0% | Reduced |
| Phillips Wealth Planners LLC | 6,501 | $2.72M | 2.72% | +28+0.4% | Added |
| New World Advisors LLC | 6,462 | $2.72M | 0.66% | +24+0.4% | Added |
| Brady Martz Wealth Solutions, LLC | 6,555 | $2.72M | 0.66% | +6,555 | New |
| Professional Financial Advisors, LLC | 6,465 | $2.72M | 0.70% | +470+7.8% | Added |
| CVFG LLC | 6,470 | $2.73M | 2.49% | +6,470 | New |
| Copperleaf Capital, LLC | 6,471 | $2.73M | 1.73% | +805+14.2% | Added |
| Lipe & Dalton | 6,473 | $2.73M | 1.45% | −460−6.6% | Reduced |
| Fca Corp | 6,383 | $2.73M | 0.85% | −20.0% | Reduced |
| CHB Investment Group, LLC | 6,481 | $2.73M | 1.48% | −36−0.6% | Reduced |
| Hexagon Capital Partners LLC | 6,486 | $2.73M | 0.50% | +494+8.2% | Added |
| Magnolia Capital Management Ltd | 6,489 | $2.73M | 2.17% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 6,490 | $2.74M | 1.88% | +163+2.6% | Added |
| VSM Wealth Advisory, LLC | 6,505 | $2.74M | 0.98% | +6,505 | New |
| Private Client Services, LLC | 6,508 | $2.74M | 1.47% | +100+1.6% | Added |
| ORG Wealth Partners, LLC | 6,509 | $2.74M | 0.85% | +347+5.6% | Added |
| Ritter Daniher Financial Advisory LLC | 6,516 | $2.75M | 0.78% | +271+4.3% | Added |
| Summit Wealth Group, LLC | 6,528 | $2.75M | 0.80% | −21−0.3% | Reduced |
| Eagle Wealth Strategies LLC | 6,549 | $2.76M | 2.00% | +219+3.5% | Added |
| Elmwood Wealth Management, Inc. | 6,560 | $2.77M | 1.12% | +225+3.6% | Added |
| Resolute Partners Group | 6,568 | $2.77M | 0.56% | +4,735+258.3% | Added |
| Fearless Solutions, LLC dba Best Invest | 6,575 | $2.77M | 2.12% | +6,575 | New |
| Sonoma Private Wealth LLC | 6,585 | $2.78M | 4.48% | +157+2.4% | Added |
| Burkett Financial Services, LLC | 6,586 | $2.78M | 1.13% | +7+0.1% | Added |
| Cherrydale Wealth Management, LLC | 6,589 | $2.78M | 1.07% | +270+4.3% | Added |
| Tennessee Valley Asset Management Partners | 6,595 | $2.78M | 0.47% | −530−7.4% | Reduced |
| Fosun International Ltd | 6,610 | $2.79M | 0.87% | −5,085−43.5% | Reduced |
| Full Sail Capital, LLC | 6,612 | $2.79M | 0.18% | +187+2.9% | Added |
| Eads & Heald Wealth Management | 6,612 | $2.79M | 1.37% | −27−0.4% | Reduced |
| Financial Advisory Corp | 6,628 | $2.79M | 1.01% | +1,008+17.9% | Added |
| Jackson Thornton Asset Management, LLC | 6,630 | $2.79M | 0.35% | +2,004+43.3% | Added |
| Total Wealth Planning & Management, Inc. | 6,635 | $2.80M | 2.75% | +6,635 | New |
| Ade, LLC | 6,639 | $2.80M | 1.72% | +33+0.5% | Added |
| Burton Enright Welch | 6,642 | $2.80M | 0.59% | +29+0.4% | Added |
| Smith Thornton Advisors LLC | 6,644 | $2.80M | 1.77% | +443+7.1% | Added |
| Black Diamond Financial, LLC | 6,644 | $2.80M | 0.42% | +223+3.5% | Added |
| Twin Focus Capital Partners, LLC | 6,652 | $2.80M | 0.41% | −145−2.1% | Reduced |
| Latitude Advisors, LLC | 6,655 | $2.80M | 1.58% | −8−0.1% | Reduced |
| Twin City Private Wealth, LLC | 6,655 | $2.80M | 2.48% | −11−0.2% | Reduced |
| Olistico Wealth, LLC | 6,658 | $2.81M | 1.63% | +232+3.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,658 | $2.81M | 2.14% | −42−0.6% | Reduced |
| Cortland Associates Inc | 6,660 | $2.81M | 0.32% | +29+0.4% | Added |
| Quartz Partners, LLC | 6,668 | $2.81M | 1.71% | −296−4.3% | Reduced |
| Per Stirling Capital Management, LLC. | 6,669 | $2.81M | 0.40% | −307−4.4% | Reduced |
| Acorns Advisers, LLC | 6,669 | $2.81M | 0.03% | +1,013+17.9% | Added |
| Lynx Capital Group Ltd | 6,670 | $2.81M | 1.62% | −47−0.7% | Reduced |
| LifeWealth Investments, LLC | 6,678 | $2.81M | 1.87% | +6,678 | New |
| Strategic Financial Concepts, LLC | 6,683 | $2.82M | 0.54% | +2,041+44.0% | Added |
| Intrepid Financial Planning Group LLC | 6,686 | $2.82M | 1.19% | −165−2.4% | Reduced |
| Sentinus, LLC | 6,692 | $2.82M | 0.82% | +208+3.2% | Added |
| Horan Securities, Inc. | 6,706 | $2.83M | 1.07% | +103+1.6% | Added |
| Kennon-Green & Company, LLC | 6,719 | $2.83M | 2.45% | −202−2.9% | Reduced |
| Northern Capital Management, Inc. | 6,728 | $2.84M | 1.74% | −194−2.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 6,728 | $2.84M | 2.14% | +235+3.6% | Added |
| Park Capital Management, LLC | 6,728 | $2.84M | 3.39% | +6,728 | New |