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 |
|---|---|---|---|---|---|
| Talisman Wealth Advisors LLC | 6,730 | $2.84M | 3.01% | −27−0.4% | Reduced |
| Retirement Capital Strategies | 6,732 | $2.84M | 1.07% | −35−0.5% | Reduced |
| Ulland Investment Advisors, LLC | 6,742 | $2.84M | 1.81% | +473+7.5% | Added |
| Acorn Creek Capital LLC | 6,752 | $2.85M | 1.46% | +31+0.5% | Added |
| Ted Buchan & Co | 6,752 | $2.85M | 1.34% | +781+13.1% | Added |
| RVW Wealth, LLC | 6,754 | $2.85M | 0.27% | +81+1.2% | Added |
| FOCUS Wealth Advisors, LLC | 6,757 | $2.85M | 1.51% | −12−0.2% | Reduced |
| Hara Capital LLC | 6,762 | $2.85M | 1.80% | −2,567−27.5% | Reduced |
| Parkside Advisors LLC | 6,765 | $2.85M | 0.67% | −29−0.4% | Reduced |
| Sharkey, Howes & Javer | 6,767 | $2.85M | 0.40% | +263+4.0% | Added |
| Kirtland Hills Capital Management, LLC | 6,770 | $2.85M | 1.83% | +1,387+25.8% | Added |
| Summit Wealth Partners, LLC | 6,774 | $2.86M | 0.59% | +804+13.5% | Added |
| Westshore Wealth, LLC | 6,778 | $2.86M | 1.16% | +4+0.1% | Added |
| Cooper/Haims Advisors, LLC | 6,787 | $2.86M | 1.62% | −116−1.7% | Reduced |
| Whelan Financial | 6,793 | $2.86M | 1.13% | +2,707+66.3% | Added |
| AllSquare Wealth Management LLC | 6,799 | $2.87M | 1.65% | +100+1.5% | Added |
| WestHill Financial Advisors, Inc. | 6,801 | $2.87M | 0.64% | −95−1.4% | Reduced |
| Nia Impact Advisors, LLC | 6,804 | $2.87M | 0.93% | −198−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 6,808 | $2.87M | 1.92% | −488−6.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,810 | $2.87M | 0.67% | 00.0% | Unchanged |
| NRI Wealth Management LC | 6,816 | $2.87M | 1.98% | +6,816 | New |
| Watershed Private Wealth LLC | 6,828 | $2.88M | 1.12% | −561−7.6% | Reduced |
| Lebenthal Global Advisors, LLC | 6,843 | $2.88M | 0.53% | +409+6.4% | Added |
| Portolan Capital Management, LLC | 6,848 | $2.89M | 0.19% | +1,310+23.7% | Added |
| PCG Wealth Advisors, LLC | 6,850 | $2.89M | 1.07% | +188+2.8% | Added |
| Murphy & Mullick Capital Management Corp | 6,858 | $2.89M | 2.66% | +6,858 | New |
| Navalign, LLC | 6,862 | $2.89M | 0.85% | +7+0.1% | Added |
| Sage Capital Management, LLC | 6,863 | $2.89M | 1.46% | −524−7.1% | Reduced |
| Private Management Group Inc | 6,867 | $2.89M | 0.10% | +121+1.8% | Added |
| Eldridge Investment Advisors, Inc. | 6,880 | $2.90M | 0.67% | −614−8.2% | Reduced |
| Brooktree Capital Management | 6,889 | $2.90M | 2.15% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.91M | 2.22% | – | – |
| Values Added Financial LLC | 6,908 | $2.91M | 1.68% | +400+6.1% | Added |
| Ninepoint Partners LP | 6,909 | $2.91M | 0.46% | −1,434−17.2% | Reduced |
| Davidson Kahn Capital Management, LLC | 6,914 | $2.91M | 2.70% | +6,914 | New |
| Alpha DNA Investment Management LLC | 6,916 | $2.91M | 1.59% | −2,032−22.7% | Reduced |
| WealthCare Investment Partners, LLC | 6,966 | $2.92M | 1.27% | +349+5.3% | Added |
| Jessup Wealth Management, Inc | 6,961 | $2.93M | 1.25% | +277+4.1% | Added |
| Precision Wealth Strategies, LLC | 6,964 | $2.94M | 2.27% | +1,646+31.0% | Added |
| BigSur Wealth Management LLC | 6,970 | $2.94M | 0.84% | +31+0.4% | Added |
| Waycross Investment Management Co | 6,972 | $2.94M | 3.09% | +6+0.1% | Added |
| MBA Advisors LLC | 6,973 | $2.94M | 1.49% | −2,070−22.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 6,975 | $2.94M | 1.08% | −286−3.9% | Reduced |
| Galilei Investment Office LLP | 6,985 | $2.94M | 1.49% | +6,985 | New |
| Wintrust Investments LLC | 6,998 | $2.95M | 2.60% | −246−3.4% | Reduced |
| Braun-Bostich & Associates Inc. | 7,012 | $2.96M | 2.13% | −27−0.4% | Reduced |
| Guerra Advisors Inc | 7,013 | $2.96M | 1.64% | +7,013 | New |
| Measured Wealth Private Client Group, LLC | 7,023 | $2.96M | 0.96% | +12+0.2% | Added |
| Triton Wealth Management, PLLC | 7,052 | $2.96M | 1.52% | +287+4.2% | Added |
| Vantage Financial Partners, LLC | 7,050 | $2.97M | 0.74% | −109−1.5% | Reduced |
| Onyx Financial Advisors, LLC | 7,053 | $2.97M | 1.63% | −89−1.2% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,078 | $2.98M | 1.88% | +122+1.8% | Added |
| MBB Public Markets I LLC | 7,086 | $2.99M | 0.35% | +6,456+1,024.8% | Added |
| Syntax Research, Inc. | 7,088 | $2.99M | 2.14% | +30.0% | Added |
| SFG Wealth Management, LLC. | 7,095 | $2.99M | 1.57% | +48+0.7% | Added |
| Cornerstone Select Advisors, LLC | 7,097 | $2.99M | 2.88% | +7,097 | New |
| Aspen Wealth Strategies, LLC | 7,104 | $2.99M | 1.92% | +46+0.7% | Added |
| Legacy Advisory Services, LLC | 7,110 | $3.00M | 2.56% | −1,985−21.8% | Reduced |
| N.E.W. Advisory Services LLC | 7,118 | $3.00M | 0.28% | −426−5.6% | Reduced |
| Prakash Investment Advisors LLC | 7,121 | $3.00M | 2.96% | +7,121 | New |
| Medallion Wealth Advisors, LLC | 7,281 | $3.00M | 1.49% | +7,281 | New |
| Defined Financial Planning LLC | 7,130 | $3.01M | 3.21% | +7,130 | New |
| BOS Asset Management, LLC | 7,140 | $3.01M | 1.08% | −327−4.4% | Reduced |
| STAR Financial Bank | 7,146 | $3.01M | 2.17% | −1,733−19.5% | Reduced |
| Wallace Advisory Group, LLC | 7,001 | $3.01M | 2.08% | −440−5.9% | Reduced |
| Gerber, LLC | 7,150 | $3.01M | 2.20% | −10−0.1% | Reduced |
| Human Investing LLC | 7,190 | $3.03M | 0.54% | −248−3.3% | Reduced |
| Altiora Financial Group, LLC | 7,190 | $3.03M | 0.66% | +520+7.8% | Added |
| Milestone Asset Management Group, LLC | 7,191 | $3.03M | 2.71% | +7,191 | New |
| Silverleafe Capital Partners, LLC | 7,192 | $3.03M | 0.96% | +29+0.4% | Added |
| Taylor Financial Group, Inc. | 7,199 | $3.03M | 2.10% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 7,203 | $3.04M | 0.98% | +836+13.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,203 | $3.04M | 2.24% | −166−2.3% | Reduced |
| BankPlus Wealth Management LLC | 7,204 | $3.04M | 2.26% | +7,204 | New |
| Aua Capital Management, LLC | 7,206 | $3.04M | 1.95% | −753−9.5% | Reduced |
| Paladin Wealth, LLC | 7,206 | $3.04M | 2.62% | +982+15.8% | Added |
| Vivid Wealth Management, LLC | 7,220 | $3.04M | 1.54% | +234+3.3% | Added |
| Morangie Management LLC | 7,221 | $3.04M | 2.48% | +7,221 | New |
| Sage Private Wealth Group, LLC | 7,227 | $3.05M | 2.29% | +100+1.4% | Added |
| Conscious Wealth Investments, LLC | 7,106 | $3.05M | 2.07% | +116+1.7% | Added |
| Iron Financial, LLC | 7,234 | $3.05M | 1.71% | −89−1.2% | Reduced |
| Lansing Street Advisors | 7,236 | $3.05M | 1.06% | +460+6.8% | Added |
| Littlejohn Financial Services, Inc. | 7,237 | $3.05M | 2.73% | +7,237 | New |
| Meridian Financial, LLC | 7,242 | $3.05M | 2.11% | −700−8.8% | Reduced |
| Cranbrook Wealth Management, LLC | 7,243 | $3.05M | 0.71% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 7,245 | $3.05M | 1.92% | −702−8.8% | Reduced |
| FF Advisors,LLC | 6,842 | $3.06M | 2.10% | −82−1.2% | Reduced |
| Hanlon Investment Management, Inc. | 7,262 | $3.06M | 0.84% | +426+6.2% | Added |
| Tillman Hartley LLC | 7,272 | $3.07M | 0.88% | +943+14.9% | Added |
| Resolute Wealth Strategies, LLC | 7,277 | $3.07M | 1.58% | +241+3.4% | Added |
| Private Capital Management, LLC | 7,281 | $3.07M | 0.33% | +895+14.0% | Added |
| Prentiss Smith & Co Inc | 7,318 | $3.08M | 2.02% | −1,111−13.2% | Reduced |
| Collective Family Office LLC | 7,332 | $3.09M | 0.85% | +62+0.9% | Added |
| Wincap Financial LLC | 7,332 | $3.09M | 3.15% | +7,332 | New |
| TD Capital Management LLC | 7,337 | $3.09M | 0.31% | +95+1.3% | Added |
| First Citizens Financial Corp | 7,338 | $3.09M | 1.68% | +93+1.3% | Added |
| Creekmur Asset Management LLC | 7,343 | $3.10M | 0.71% | +98+1.4% | Added |
| Leibman Financial Services, Inc. | 7,344 | $3.10M | 2.27% | −2,462−25.1% | Reduced |
| Tolleson Wealth Management, Inc. | 7,350 | $3.10M | 0.64% | +1,844+33.5% | Added |
| Paradigm Asset Management Co LLC | 7,350 | $3.10M | 0.85% | −5,400−42.4% | Reduced |