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 |
|---|---|---|---|---|---|
| Sincerus Advisory, LLC | 775 | $326.7K | 0.35% | +775 | New |
| Beddow Capital Management Inc | 775 | $327.0K | 0.13% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 777 | $327.5K | 0.16% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 781 | $329.4K | 0.16% | +50+6.8% | Added |
| Private Wealth Group, LLC | 784 | $330.5K | 0.16% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 785 | $330.9K | 0.17% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 788 | $332.2K | 0.33% | +788 | New |
| Eq LLC | 795 | $335.1K | 0.16% | +39+5.2% | Added |
| Summit Investment Advisory Services, LLC | 795 | $335.2K | 0.17% | 00.0% | Unchanged |
| SageOak Financial, LLC | 797 | $335.9K | 0.31% | +797 | New |
| Lanham O'Dell & Company, Inc. | 800 | $337.2K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 801 | $337.6K | 0.09% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 821 | $338.6K | 0.23% | −33−3.9% | Reduced |
| Biltmore Wealth Management, LLC | 805 | $339.1K | 0.14% | +1+0.1% | Added |
| Sterling Investment Advisors LLC | 807 | $340.3K | 0.20% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 815 | $343.6K | 0.11% | +4+0.5% | Added |
| Magnetar Financial LLC | 816 | $343.9K | 0.01% | −299−26.8% | Reduced |
| Solutions 4 Wealth, Ltd | 820 | $345.8K | 0.63% | −68−7.7% | Reduced |
| WFA Asset Management Corp | 824 | $347.3K | 0.19% | −134−14.0% | Reduced |
| SWP Financial LLC | 825 | $347.7K | 0.21% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 832 | $350.6K | 0.19% | +11+1.3% | Added |
| NDWM LLC | 836 | $352.4K | 0.29% | −2−0.2% | Reduced |
| Omega Financial Group, LLC | 837 | $352.7K | 0.13% | −116−12.2% | Reduced |
| Clarity Asset Management, Inc. | 843 | $355.5K | 0.23% | −209−19.9% | Reduced |
| Andina Capital Management, LLC | 847 | $357.0K | 0.29% | +26+3.2% | Added |
| Cornerstone Wealth Advisors, Inc. | 851 | $358.6K | 0.10% | +100+13.3% | Added |
| Clark Estates Inc | 853 | $359.5K | 0.07% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 856 | $360.8K | 0.17% | +60+7.5% | Added |
| Five Pine Wealth Management | 865 | $364.5K | 0.31% | +865 | New |
| Shore Point Advisors, LLC | 865 | $364.9K | 0.20% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 867 | $365.2K | 0.41% | +867 | New |
| Alpha Financial Advisors, LLC | 873 | $368.0K | 0.17% | +2+0.2% | Added |
| Leverty Financial Group, LLC | 877 | $369.8K | 0.19% | −24−2.7% | Reduced |
| AIFG Consultants Ltd. | 882 | $371.8K | 0.61% | −49−5.3% | Reduced |
| Swan Global Investments, LLC | 886 | $373.4K | 0.02% | +398+81.6% | Added |
| Foundation Wealth Management, LLC | 888 | $374.2K | 0.18% | +888 | New |
| Mane Global Capital Management LP | 890 | $375.1K | 0.02% | −138,936−99.4% | Reduced |
| Keystone Financial Group, Inc. | 895 | $377.0K | 0.31% | +895 | New |
| Crown Oak Advisors, LLC | 895 | $377.2K | 0.19% | +895 | New |
| KMT Wealth Management, LLC | 896 | $377.7K | 0.30% | +896 | New |
| Del-Sette Capital Management, LLC | 899 | $378.8K | 0.31% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 900 | $379.4K | 0.30% | 00.0% | Unchanged |
| Entrewealth, LLC | 905 | $380.7K | 0.35% | +905 | New |
| Tuttle Tactical Management | 910 | $383.6K | 1.97% | +232+34.2% | Added |
| Lam Group, Inc. | 913 | $384.8K | 0.27% | 00.0% | Unchanged |
| Myecfo, LLC | 914 | $385.3K | 0.21% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 917 | $386.4K | 0.19% | +1+0.1% | Added |
| City Center Advisors, LLC | 924 | $389.5K | 0.44% | −14−1.5% | Reduced |
| Sicart Associates LLC | 926 | $390.3K | 0.14% | 00.0% | Unchanged |
| CFC Planning Co LLC | 927 | $390.8K | 0.42% | +927 | New |
| Hurley Capital, LLC | 883 | $391.2K | 0.31% | +883 | New |
| Prairieview Wealth Partners, LLC | 931 | $392.4K | 0.42% | −80−7.9% | Reduced |
| Quarry LP | 932 | $392.8K | 0.08% | +814+689.8% | Added |
| David Kennon Inc | 935 | $393.9K | 0.16% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 935 | $394.1K | 0.01% | +45+5.1% | Added |
| Compass Financial Services Inc | 935 | $394.2K | 0.22% | +935 | New |
| Mills Wealth Advisors LLC | 937 | $394.9K | 0.22% | +194+26.1% | Added |
| Causeway Capital Management LLC | 940 | $396.2K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 940 | $396.2K | 0.26% | +66+7.6% | Added |
| Kennicott Capital Management LLC | 942 | $397.0K | 0.20% | 00.0% | Unchanged |
| Sykon Capital LLC | 944 | $397.9K | 0.14% | +126+15.4% | Added |
| Keywise Capital Management (HK) Ltd | 950 | $400.4K | 0.03% | −900−48.6% | Reduced |
| Burk Holdings LLC | 954 | $402.1K | 0.33% | +954 | New |
| Aspect Partners, LLC | 955 | $402.3K | 0.23% | +2+0.2% | Added |
| Maryland Capital Advisors Inc. | 955 | $402.5K | 0.19% | −164−14.7% | Reduced |
| ISAM Funds (UK) Ltd | 965 | $406.7K | 0.30% | −2,670−73.5% | Reduced |
| Triune Financial Partners, LLC | 970 | $408.8K | 0.13% | −33−3.3% | Reduced |
| Treasure Coast Financial Planning | 971 | $409.3K | 0.27% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 975 | $410.9K | 0.28% | 00.0% | Unchanged |
| SWAN Capital LLC | 976 | $411.5K | 0.20% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 976 | $411.6K | 0.13% | +9+0.9% | Added |
| Monument Group Wealth Advisors, LLC | 977 | $411.8K | 0.29% | −806−45.2% | Reduced |
| Strategic Point Investment Advisors, LLC | 986 | $415.6K | 0.07% | 00.0% | Unchanged |
| Two West Capital Advisors LLC | 992 | $418.0K | 0.36% | +143+16.8% | Added |
| GatePass Capital, LLC | 992 | $418.3K | 0.46% | +992 | New |
| Nestegg Advisors, Inc. | 964 | $418.9K | 0.42% | +964 | New |
| WJ Interests, LLC | 997 | $420.2K | 0.20% | −118−10.6% | Reduced |
| Benchmark Wealth Management, LLC | 999 | $421.1K | 0.21% | −25−2.4% | Reduced |
| Interactive Financial Advisors | 1,000 | $421.5K | 0.22% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $421.5K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,004 | $423.2K | 0.01% | −6,450−86.5% | Reduced |
| Afg Fiduciary Services Limited Partnership | 994 | $423.8K | 0.30% | +32+3.3% | Added |
| Define Financial, LLC | 1,005 | $423.8K | 0.32% | +1,005 | New |
| Hyperion Capital Advisors LP | 1,007 | $424.5K | 0.22% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,014 | $427.4K | 0.33% | +1,014 | New |
| Vawter Financial, Ltd. | 1,014 | $427.4K | 0.26% | +55+5.7% | Added |
| Bestgate Wealth Advisors, LLC | 1,015 | $427.8K | 0.86% | +1,015 | New |
| Stephenson National Bank & Trust | 1,016 | $428.2K | 0.14% | −298−22.7% | Reduced |
| Gainplan LLC | 1,016 | $428.3K | 0.16% | +12+1.2% | Added |
| Vista Finance, LLC | 1,016 | $428.4K | 0.44% | −6−0.6% | Reduced |
| Significant Wealth Partners LLC | 1,021 | $430.2K | 0.22% | −487−32.3% | Reduced |
| Infinity Wealth Counsel, LLC | 1,024 | $431.6K | 0.46% | +1,024 | New |
| Fusion Family Wealth LLC | 1,031 | $434.6K | 0.04% | +140+15.7% | Added |
| 5T Wealth, LLC | 1,031 | $434.8K | 0.24% | +1,031 | New |
| Cambria Investment Management, L.P. | 1,033 | $435.4K | 0.03% | +1,033 | New |
| Mid-American Wealth Advisory Group, Inc. | 1,034 | $435.8K | 0.26% | +141+15.8% | Added |
| Stephen J. Garry & Associates, LLC | 1,037 | $437.1K | 0.40% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 1,039 | $437.9K | 0.28% | +83+8.7% | Added |
| Kropog Financial Group, LLC | 1,045 | $440.4K | 0.40% | +1,045 | New |
| Crabel Capital Management, LLC | 1,048 | $441.7K | 1.43% | +1,048 | New |