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 |
|---|---|---|---|---|---|
| Genesee Capital Advisors, LLC | 7,354 | $3.10M | 1.44% | −103−1.4% | Reduced |
| Acima Private Wealth, LLC | 7,357 | $3.10M | 1.04% | 00.0% | Unchanged |
| GK Wealth Management LLC | 7,379 | $3.11M | 3.94% | +7,379 | New |
| Sunflower Bank, N.A. | 7,394 | $3.12M | 0.87% | +131+1.8% | Added |
| Riversedge Advisors, LLC | 7,402 | $3.12M | 0.71% | +552+8.1% | Added |
| Advisory Resource Group | 7,407 | $3.12M | 0.66% | +266+3.7% | Added |
| Geneva Capital Management LLC | 7,412 | $3.12M | 0.05% | −530−6.7% | Reduced |
| Motive Wealth Advisors | 7,428 | $3.13M | 1.68% | +771+11.6% | Added |
| Keeler Thomas Management LLC | 7,440 | $3.14M | 1.12% | +143+2.0% | Added |
| Peoples Bank | 7,445 | $3.14M | 1.85% | −2,111−22.1% | Reduced |
| Everest Management Corp. | 7,449 | $3.14M | 2.77% | +7,449 | New |
| Fiduciary Planning LLC | 7,452 | $3.14M | 1.02% | −78−1.0% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,452 | $3.14M | 0.47% | +35+0.5% | Added |
| Heritage Wealth Partners, LLC | 7,456 | $3.14M | 3.94% | +604+8.8% | Added |
| Gill Capital Partners, LLC | 7,471 | $3.15M | 1.13% | +296+4.1% | Added |
| CMG Global Holdings, LLC | 7,067 | $3.15M | 1.74% | −94−1.3% | Reduced |
| Kaizen Financial Strategies | 7,483 | $3.15M | 1.79% | +88+1.2% | Added |
| Oder Investment Management, LLC | 7,491 | $3.16M | 2.63% | −111−1.5% | Reduced |
| Whalen Wealth Management Inc. | 7,494 | $3.16M | 2.19% | −1,655−18.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,497 | $3.16M | 1.18% | +162+2.2% | Added |
| NorthStar Asset Management LLC | 7,499 | $3.16M | 2.01% | −258−3.3% | Reduced |
| SJS Investment Consulting Inc. | 7,499 | $3.16M | 0.55% | −368−4.7% | Reduced |
| Truepoint, Inc. | 7,505 | $3.16M | 0.08% | −33−0.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,518 | $3.17M | 2.21% | +444+6.3% | Added |
| First National Bank Sioux Falls | 7,540 | $3.18M | 1.35% | +1,200+18.9% | Added |
| Johnson Bixby & Associates, LLC | 7,545 | $3.18M | 0.49% | −1,305−14.7% | Reduced |
| Meridian Wealth Partners, LLC | 7,546 | $3.18M | 0.48% | +79+1.1% | Added |
| Fountainhead AM, LLC | 7,559 | $3.19M | 0.58% | +1,648+27.9% | Added |
| DecisionPoint Financial, LLC | 7,565 | $3.19M | 0.97% | −12−0.2% | Reduced |
| CastleKnight Management LP | 7,580 | $3.19M | 0.35% | +3,500+85.8% | Added |
| Lakewood Asset Management LLC | 7,580 | $3.20M | 2.20% | +10.0% | Added |
| Detalus Advisors, LLC | 7,590 | $3.20M | 1.05% | +121+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 7,593 | $3.20M | 1.67% | −6,038−44.3% | Reduced |
| Mascagni Wealth Management, Inc. | 8,533 | $3.20M | 3.19% | +8,533 | New |
| Octahedron Capital Management L.P. | 7,600 | $3.20M | 3.04% | +7,600 | New |
| Alhambra Investment Partners LLC | 7,602 | $3.20M | 1.64% | +10.0% | Added |
| Pine Ridge Advisers LLC | 7,610 | $3.21M | 0.29% | 00.0% | Unchanged |
| Members Wealth LLC | 7,842 | $3.21M | 2.40% | +7,842 | New |
| Proquility Private Wealth Partners, LLC | 7,611 | $3.21M | 1.03% | +131+1.8% | Added |
| Granite Harbor Advisors, Inc. | 7,617 | $3.21M | 1.78% | +151+2.0% | Added |
| Capstone Wealth Management Group, LLC | 7,619 | $3.21M | 1.72% | +828+12.2% | Added |
| Symphony Financial Services, Inc. | 7,613 | $3.22M | 2.58% | −1,939−20.3% | Reduced |
| Truxt Investmentos Ltda. | 7,572 | $3.22M | 5.21% | −18,284−70.7% | Reduced |
| Old North State Wealth Management, LLC | 7,620 | $3.22M | 1.81% | −61−0.8% | Reduced |
| East Coast Asset Management, LLC. | 7,641 | $3.22M | 1.08% | −20.0% | Reduced |
| DecisionMap Wealth Management, LLC | 7,650 | $3.22M | 2.56% | +7,650 | New |
| Gould Asset Management LLC | 7,666 | $3.23M | 0.68% | −5−0.1% | Reduced |
| Lion Street Advisors, LLC | 7,669 | $3.23M | 1.03% | +227+3.1% | Added |
| Grange Capital, LLC | 7,694 | $3.24M | 3.40% | +7,694 | New |
| Amiral Gestion | 7,695 | $3.24M | 2.05% | +7,695 | New |
| Glass Jacobson Investment Advisors llc | 7,697 | $3.24M | 1.07% | +6+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 7,700 | $3.25M | 0.79% | −209−2.6% | Reduced |
| MRP Capital Investments, LLC | 7,702 | $3.25M | 2.96% | −55−0.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 7,714 | $3.25M | 1.77% | −78−1.0% | Reduced |
| Pettinga Financial Advisors, LLC | 7,720 | $3.25M | 0.74% | −29−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 7,723 | $3.26M | 0.85% | −133−1.7% | Reduced |
| Townsend & Associates, Inc | 7,600 | $3.26M | 0.33% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 7,734 | $3.26M | 2.88% | +7,734 | New |
| Park Edge Advisors, LLC | 7,742 | $3.26M | 0.95% | +320+4.3% | Added |
| Clear Street Derivatives LLC | 7,744 | $3.26M | 0.04% | −17,168−68.9% | Reduced |
| Dimension Capital Management LLC | 7,748 | $3.27M | 0.53% | +67+0.9% | Added |
| PCG Asset Management, LLC | 7,750 | $3.27M | 2.87% | +7,750 | New |
| REDW Wealth LLC | 7,759 | $3.27M | 1.14% | −3,859−33.2% | Reduced |
| Power Wealth Management LLC | 7,765 | $3.27M | 1.37% | −177−2.2% | Reduced |
| Carson Advisory Inc. | 7,768 | $3.27M | 2.28% | −2,198−22.1% | Reduced |
| Thrive Capital Management, LLC | 7,769 | $3.27M | 1.50% | +1,864+31.6% | Added |
| Pacific Asset Management, LLC | 7,786 | $3.28M | 3.08% | +7,786 | New |
| Paragon Financial Partners, Inc. | 7,786 | $3.28M | 2.47% | −1,343−14.7% | Reduced |
| Goldstone Financial Group, LLC | 7,788 | $3.28M | 0.51% | +427+5.8% | Added |
| Berkshire Money Management, Inc. | 7,795 | $3.29M | 0.36% | +7,795 | New |
| Merrion Investment Management Co, LLC | 7,796 | $3.29M | 2.29% | −40−0.5% | Reduced |
| Helium Advisors LLC | 7,817 | $3.29M | 2.61% | +7,817 | New |
| Sutton Place Investors LLC | 7,822 | $3.30M | 1.91% | +368+4.9% | Added |
| BluePointe Capital Management, LLC | 7,827 | $3.30M | 1.89% | +2,222+39.6% | Added |
| Tevis Investment Management | 7,831 | $3.30M | 2.45% | +72+0.9% | Added |
| Round Hill Asset Management | 7,846 | $3.31M | 2.33% | −25−0.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 7,850 | $3.31M | 0.82% | −52−0.7% | Reduced |
| Farrow Financial Inc. | 7,804 | $3.32M | 2.15% | +135+1.8% | Added |
| VisionPoint Advisory Group, LLC | 7,922 | $3.32M | 1.13% | −373−4.5% | Reduced |
| Riverbend Wealth Management, LLC | 7,850 | $3.32M | 2.96% | +7,850 | New |
| New Insight Wealth Advisors | 7,883 | $3.32M | 1.66% | +314+4.1% | Added |
| West Wealth Group, LLC | 7,886 | $3.32M | 0.99% | +800+11.3% | Added |
| Alexander Randolph Advisory, Inc. | 7,897 | $3.33M | 3.09% | −274−3.4% | Reduced |
| Northcape Capital Pty Ltd | 7,898 | $3.33M | 0.53% | −866−9.9% | Reduced |
| Matauro, LLC | 7,898 | $3.33M | 0.72% | +7,898 | New |
| Heartwood Wealth Advisors LLC | 7,912 | $3.33M | 0.38% | +81+1.0% | Added |
| Secured Retirement Advisors, LLC | 7,922 | $3.34M | 1.91% | +269+3.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,928 | $3.34M | 0.65% | +2,205+38.5% | Added |
| Legacy Bridge, LLC | 7,951 | $3.35M | 1.75% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 7,953 | $3.35M | 0.67% | +144+1.8% | Added |
| First National Corp | 7,960 | $3.36M | 0.76% | +212+2.7% | Added |
| Willis Johnson & Associates, Inc. | 7,963 | $3.36M | 0.26% | −1,456−15.5% | Reduced |
| Baring Financial LLC | 7,964 | $3.36M | 2.99% | +7,964 | New |
| Grace & White Inc | 7,975 | $3.36M | 0.63% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7,976 | $3.36M | 0.40% | −666−7.7% | Reduced |
| NCP Inc. | 7,984 | $3.37M | 1.73% | +200+2.6% | Added |
| Hill Island Financial LLC | 7,986 | $3.37M | 0.98% | +92+1.2% | Added |
| Compass Investment Advisers LLC | 7,988 | $3.37M | 9.78% | +7,988 | New |
| Sherman Asset Management, Inc. | 7,991 | $3.37M | 3.08% | +7,991 | New |
| Moment Partners, LLC | 7,995 | $3.37M | 0.64% | +7,995 | New |