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; 6,247 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
- 5,876
- +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
- 2,218 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Retirement Investment Advisors, Inc. | 565 | $238.1K | 0.03% | +3+0.5% | Added |
| Schulz Wealth, LTD. | 566 | $238.6K | 0.18% | +39+7.4% | Added |
| Laurel Wealth Planning LLC | 568 | $239.0K | 0.15% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 567 | $239.0K | 0.14% | −107−15.9% | Reduced |
| Share Andrew L. | 575 | $242.4K | 0.11% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 577 | $243.3K | 0.13% | +34+6.3% | Added |
| swisspartners Advisors Ltd | 640 | $244.9K | 0.26% | 00.0% | Unchanged |
| FC Advisory LLC | 587 | $247.5K | 0.08% | −5−0.8% | Reduced |
| MQS Management LLC | 588 | $247.8K | 7.05% | +588 | New |
| Mountain Hill Investment Partners Corp. | 588 | $247.8K | 0.25% | +588 | New |
| Access Investment Management LLC | 590 | $248.7K | 0.07% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 591 | $249.1K | 0.20% | −111−15.8% | Reduced |
| Accordant Advisory Group Inc | 593 | $249.9K | 0.24% | −2,802−82.5% | Reduced |
| Altrius Capital Management Inc | 595 | $250.8K | 0.07% | −394−39.8% | Reduced |
| Cambridge Capital Management, LLC | 599 | $252.6K | 0.16% | +62+11.5% | Added |
| Ping Capital Management, Inc. | 600 | $252.9K | 0.10% | −4,400−88.0% | Reduced |
| BlueCrest Capital Management Ltd | 600 | $252.9K | 0.01% | 00.0% | Unchanged |
| Rye Brook Capital LLC | 600 | $253.0K | 0.30% | 00.0% | Unchanged |
| Horizons Wealth Management | 601 | $253.3K | 0.20% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 603 | $254.2K | 0.10% | +603 | New |
| Unconventional Investor, LLC | 604 | $254.7K | 0.15% | 00.0% | Unchanged |
| Archer Investment Management, LLC | 604 | $254.7K | 0.16% | +604 | New |
| Hibernia Wealth Partners, LLC | 607 | $256.0K | 0.20% | −2,949−82.9% | Reduced |
| Cornerstone Management, Inc. | 608 | $256.3K | 0.05% | −17−2.7% | Reduced |
| Grunden Financial Advisory, Inc. | 609 | $257.1K | 0.12% | +609 | New |
| Luken Investment Analytics, LLC | 614 | $258.8K | 0.12% | +200+48.3% | Added |
| Holcombe Financial, Inc. | 614 | $258.8K | 0.21% | +614 | New |
| Vestment Financial LLC | 621 | $264.1K | 0.20% | +621 | New |
| OmniStar Financial Group, Inc. | 626 | $264.2K | 0.21% | +162+34.9% | Added |
| True Wealth Design, LLC | 629 | $265.0K | 0.10% | +81+14.8% | Added |
| Conquis Financial LLC | 630 | $265.5K | 0.27% | +630 | New |
| Ellerson Group Inc | 631 | $266.0K | 0.19% | −30−4.5% | Reduced |
| Asset Allocation Strategies LLC | 653 | $267.2K | 0.06% | −52−7.4% | Reduced |
| Outfitter Financial LLC | 635 | $267.7K | 0.21% | −10−1.6% | Reduced |
| Letko, Brosseau & Associates Inc | 638 | $268.9K | 0.01% | 00.0% | Unchanged |
| Envision Financial Planning, LLC | 639 | $269.3K | 0.14% | +639 | New |
| Elite Financial, Inc. | 641 | $270.0K | 0.15% | +641 | New |
| Brown Financial Advisory | 648 | $273.0K | 0.19% | +648 | New |
| Arrien Investments, Inc. | 658 | $273.1K | 0.19% | +20+3.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 649 | $273.6K | 0.00% | 00.0% | Unchanged |
| Aurelius Family Office LLC | 652 | $274.8K | 0.14% | +652 | New |
| Pacific Wealth Management | 653 | $275.1K | 0.15% | −130−16.6% | Reduced |
| Shariaportfolio, Inc. | 653 | $275.2K | 0.13% | +31+5.0% | Added |
| Dark Forest Capital Management LP | 657 | $276.9K | 0.04% | −15,650−96.0% | Reduced |
| FNY Investment Advisers, LLC | 660 | $278.0K | 0.14% | −2,725−80.5% | Reduced |
| Wise Wealth Partners | 660 | $278.1K | 0.69% | +660 | New |
| Compass Financial Group, INC | 670 | $282.5K | 0.05% | 00.0% | Unchanged |
| Garland Capital Management Inc | 675 | $284.5K | 0.23% | +675 | New |
| Stapp Wealth Management, PLLC | 676 | $284.9K | 0.44% | −5−0.7% | Reduced |
| Poinciana Advisors Group, LLC | 679 | $286.2K | 0.29% | +679 | New |
| Disciplined Growth Investors Inc | 679 | $286.2K | 0.01% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 679 | $286.2K | 0.20% | −17−2.4% | Reduced |
| Cove Street Capital, LLC | 680 | $286.6K | 0.33% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 680 | $286.6K | 0.22% | 00.0% | Unchanged |
| Gagnon Securities LLC | 680 | $286.6K | 0.06% | +65+10.6% | Added |
| Elm Partners Management LLC | 683 | $287.7K | 0.02% | +212+45.0% | Added |
| 1 North Wealth Services LLC | 683 | $287.9K | 0.12% | +683 | New |
| Straight Path Wealth Management | 687 | $289.8K | 0.11% | −13−1.9% | Reduced |
| Portland Financial Advisors Inc | 690 | $290.8K | 0.78% | +690 | New |
| Mycio Wealth Partners, LLC | 691 | $291.3K | 0.07% | −88−11.3% | Reduced |
| Camelot Portfolios, LLC | 692 | $291.8K | 0.31% | −143−17.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 691 | $292.3K | 0.12% | 00.0% | Unchanged |
| Skylands Capital, LLC | 695 | $292.9K | 0.04% | −50−6.7% | Reduced |
| Longview Financial Advisors LLC | 699 | $294.6K | 0.20% | +699 | New |
| JDM Financial Group LLC | 699 | $294.8K | 0.15% | −85−10.8% | Reduced |
| Private Wealth Advisors | 702 | $295.9K | 0.13% | +1+0.1% | Added |
| Thor Investment Management Inc | 704 | $296.7K | 0.23% | +18+2.6% | Added |
| Fischer Investment Strategies, LLC | 707 | $298.0K | 0.24% | +51+7.8% | Added |
| Aquire Wealth Advisors, LLC | 708 | $298.6K | 0.09% | −8−1.1% | Reduced |
| New England Professional Planning Group Inc. | 709 | $298.8K | 0.15% | +74+11.7% | Added |
| Spectrum Financial Alliance Ltd LLC | 710 | $299.3K | 0.10% | 00.0% | Unchanged |
| White Wing Wealth Management | 712 | $300.0K | 0.22% | +72+11.3% | Added |
| von Borstel & Associates, Inc. | 712 | $300.0K | 0.12% | +54+8.2% | Added |
| Hudson Capital Management LLC | 715 | $301.4K | 0.09% | +45+6.7% | Added |
| Greenfield Seitz Capital Management, LLC | 722 | $304.3K | 0.12% | +5+0.7% | Added |
| Rice Hall James & Associates, LLC | 728 | $306.9K | 0.02% | 00.0% | Unchanged |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $306.9K | 0.15% | 00.0% | Unchanged |
| Ridgeline Wealth, LLC | 728 | $306.9K | 0.25% | +728 | New |
| JBGlobal.com LLC | 732 | $308.5K | 0.33% | +732 | New |
| Corbyn Investment Management Inc | 733 | $309.0K | 0.11% | −80−9.8% | Reduced |
| McNamara Financial Services, Inc. | 734 | $309.4K | 0.07% | 00.0% | Unchanged |
| ONE Advisory Partners, LLC | 734 | $309.4K | 0.14% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 735 | $310.0K | 0.10% | +124+20.3% | Added |
| LPF Advisors LLC | 736 | $310.3K | 0.26% | 00.0% | Unchanged |
| 10Elms LLP | 740 | $311.9K | 0.32% | +740 | New |
| Inlight Wealth Management, LLC | 744 | $313.7K | 0.21% | +744 | New |
| David Wealth Management LLC | 747 | $315.0K | 0.26% | +747 | New |
| TABR Capital Management, LLC | 749 | $315.9K | 0.28% | +749 | New |
| Prospect Hill Management, LLC | 750 | $316.1K | 0.14% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 751 | $316.4K | 0.16% | −183−19.6% | Reduced |
| Marquette Asset Management, LLC | 754 | $317.8K | 0.05% | −2,914−79.4% | Reduced |
| McGrath & Associates, Inc. | 757 | $318.9K | 0.64% | +757 | New |
| ALM First Financial Advisors, LLC | 760 | $320.3K | 0.08% | +230+43.4% | Added |
| NorthLanding Financial Partners, LLC | 761 | $320.7K | 0.32% | 00.0% | Unchanged |
| Amara Financial, LLC. | 764 | $322.0K | 0.30% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 767 | $323.3K | 0.16% | +767 | New |
| Peak Financial Advisors LLC | 768 | $323.7K | 0.17% | −6,989−90.1% | Reduced |
| Maltin Wealth Management, Inc. | 771 | $325.0K | 0.16% | −11−1.4% | Reduced |
| Dravo Bay LLC | 773 | $325.8K | 0.16% | +73+10.4% | Added |
| Global View Capital Management LLC | 780 | $326.5K | 0.11% | +780 | New |