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 |
|---|---|---|---|---|---|
| Balanced Rock Investment Advisor | 1,049 | $442.2K | 0.35% | +9+0.9% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,049 | $442.2K | 0.10% | +369+54.3% | Added |
| Highlander Partners, L.P. | 1,050 | $442.6K | 0.25% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 1,050 | $442.8K | 0.24% | +24+2.3% | Added |
| Principia Wealth Advisory, LLC | 1,052 | $443.4K | 0.42% | +1,052 | New |
| Robinson Value Management, Ltd. | 1,054 | $444.3K | 0.29% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,058 | $445.9K | 0.10% | −44−4.0% | Reduced |
| Atlas Financial Advisors, Inc. | 1,060 | $446.8K | 0.70% | −680−39.1% | Reduced |
| Pinnacle Financial Group, LLC | 1,064 | $448.5K | 0.18% | +184+20.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,069 | $451.0K | 0.36% | +336+45.8% | Added |
| Wexford Capital LP | 1,071 | $451.4K | 0.12% | +62+6.1% | Added |
| ArborFi Advisors, LLC | 1,072 | $451.8K | 0.45% | +1,072 | New |
| Farnam Financial LLC | 1,077 | $454.1K | 0.47% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,081 | $455.6K | 0.55% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1,081 | $455.6K | 0.39% | +1,081 | New |
| Sunesis Advisors, LLC | 1,082 | $456.1K | 0.28% | +65+6.4% | Added |
| Redmont Wealth Advisors LLC | 1,083 | $456.5K | 0.79% | 00.0% | Unchanged |
| Financial Advisory Corp | 1,085 | $457.3K | 0.08% | +1,085 | New |
| HC Advisors, LLC | 1,085 | $457.4K | 0.37% | +1,085 | New |
| IvyRock Asset Management (HK) Ltd | 1,090 | $459.4K | 0.20% | 00.0% | Unchanged |
| Marmo Financial Group, LLC | 1,092 | $460.3K | 0.25% | +19+1.8% | Added |
| Roth Financial Partners LLC | 1,094 | $461.1K | 0.18% | 00.0% | Unchanged |
| Jordan Park Group LLC | 1,100 | $463.6K | 0.03% | 00.0% | Unchanged |
| Carlson Capital L P | 1,100 | $463.6K | 0.27% | +1,100 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,100 | $463.6K | 0.32% | +1,100 | New |
| Sherbrooke Park Advisers LLC | 1,105 | $465.8K | 0.15% | −1,802−62.0% | Reduced |
| Legacy Investment Solutions, LLC | 1,137 | $465.9K | 0.31% | +42+3.8% | Added |
| Legacy Wealth Managment, LLC | 1,137 | $465.9K | 0.31% | +42+3.8% | Added |
| Lountzis Asset Management, LLC | 1,111 | $468.3K | 0.20% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 1,113 | $469.2K | 0.35% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 1,117 | $470.9K | 0.49% | +1,117 | New |
| Redwood Park Advisors LLC | 1,125 | $474.4K | 0.40% | +1,125 | New |
| McCarthy & Cox | 1,130 | $476.2K | 0.17% | +5+0.4% | Added |
| Signal Tree Financial Partners LLC | 1,136 | $478.8K | 0.56% | +1,136 | New |
| Latko Wealth Management, Ltd. | 1,136 | $479.0K | 0.28% | +83+7.9% | Added |
| Adapt Wealth Advisors, LLC | 1,139 | $480.0K | 0.24% | +36+3.3% | Added |
| Jordan Park Trust Co LLC | 1,141 | $480.9K | 0.40% | +1,141 | New |
| Compass Advisory Group LLC | 1,144 | $482.1K | 0.17% | 00.0% | Unchanged |
| True Vision MN LLC | 1,148 | $483.9K | 0.29% | −16−1.4% | Reduced |
| Corepath Wealth Partners LLC | 1,165 | $484.3K | 0.47% | +209+21.9% | Added |
| Avant Capital LLC | 1,154 | $486.5K | 0.40% | +1,154 | New |
| Total Wealth Planning, LLC | 1,155 | $486.9K | 0.08% | +1,155 | New |
| Seaside Wealth Management, Inc. | 1,157 | $487.6K | 0.18% | +176+17.9% | Added |
| Riggs Capital Management LLC | 1,157 | $487.7K | 0.48% | +1,157 | New |
| Ground Swell Capital, LLC | 1,169 | $492.7K | 1.07% | −20,462−94.6% | Reduced |
| Ehrlich Financial Group | 1,171 | $493.7K | 0.35% | −22−1.8% | Reduced |
| AlphaMark Advisors, LLC | 1,173 | $494.0K | 0.21% | +187+19.0% | Added |
| Traction Financial Partners, LLC | 1,176 | $495.7K | 0.39% | +94+8.7% | Added |
| Family Capital Trust Co | 1,183 | $498.6K | 0.17% | −100−7.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,185 | $499.7K | 0.51% | +74+6.7% | Added |
| Aigen Investment Management, LP | 1,190 | $501.6K | 0.09% | −3,333−73.7% | Reduced |
| Strid Group, LLC | 1,193 | $502.9K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,195 | $503.7K | 0.32% | −67−5.3% | Reduced |
| Hoese & Co LLP | 1,195 | $503.7K | 0.44% | −297−19.9% | Reduced |
| West Tower Group, LLC | 1,200 | $505.8K | 1.12% | +1,200 | New |
| LPWM LLC | 1,204 | $507.5K | 0.16% | 00.0% | Unchanged |
| Truefg, LLC | 1,206 | $508.3K | 0.17% | −116−8.8% | Reduced |
| American Financial & Tax Strategies Inc | 1,207 | $508.8K | 0.26% | +68+6.0% | Added |
| Three Cord True Wealth Management, LLC | 1,209 | $509.6K | 0.44% | +1,209 | New |
| OLIO Financial Planning | 1,211 | $510.4K | 0.18% | +58+5.0% | Added |
| Kraft Asset Management, LLC | 1,199 | $511.1K | 0.39% | −48−3.8% | Reduced |
| Plan Group Financial, LLC | 1,213 | $511.2K | 0.27% | +39+3.3% | Added |
| IMG Wealth Management, Inc. | 1,214 | $511.8K | 0.47% | +1,214 | New |
| Beacon Financial Planning, Inc | 1,220 | $514.1K | 0.30% | +2+0.2% | Added |
| Fee-Only Financial Planning, L.C. | 1,226 | $516.8K | 0.33% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 1,227 | $517.1K | 0.31% | +16+1.3% | Added |
| McCarthy Asset Management, Inc. | 1,231 | $518.7K | 0.37% | −11−0.9% | Reduced |
| Guardian Wealth Management, Inc. | 1,231 | $519.0K | 0.35% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 1,236 | $521.0K | 0.23% | +1+0.1% | Added |
| Kingdom Financial Group LLC. | 1,237 | $521.6K | 0.36% | −4−0.3% | Reduced |
| Jim Saulnier & Associates, LLC | 1,252 | $527.7K | 0.46% | +2+0.2% | Added |
| Highland Financial Advisors, LLC | 1,253 | $528.0K | 0.18% | +474+60.8% | Added |
| Payne Capital Management, LLC | 1,257 | $529.8K | 0.23% | +1,257 | New |
| Applied Capital LLC | 1,258 | $530.2K | 0.27% | −1−0.1% | Reduced |
| BCK Partners, Inc. | 1,261 | $531.5K | 0.33% | −92−6.8% | Reduced |
| TCP Asset Management, LLC | 1,262 | $531.7K | 0.12% | +22+1.8% | Added |
| Heritage Oak Wealth Advisors LLC | 1,264 | $532.8K | 0.25% | −8,744−87.4% | Reduced |
| Keating Investment Counselors Inc | 1,265 | $533.2K | 0.17% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 1,270 | $535.1K | 0.59% | +1,270 | New |
| Beacon Wealthcare LLC | 1,270 | $535.3K | 0.22% | −100−7.3% | Reduced |
| American Investment Services, Inc. | 1,270 | $535.3K | 0.09% | +43+3.5% | Added |
| O'Brien Wealth Partners LLC | 1,272 | $536.2K | 0.10% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,275 | $537.4K | 0.21% | −5,187−80.3% | Reduced |
| Brave Warrior Advisors, LLC | 1,275 | $537.4K | 0.01% | +750+142.9% | Added |
| Lagoda Investment Management, L.P. | 1,275 | $537.4K | 0.29% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 1,275 | $537.4K | 0.24% | +213+20.1% | Added |
| Bonfire Financial | 1,276 | $537.8K | 0.49% | +1,276 | New |
| Stone House Investment Management, LLC | 1,282 | $540.3K | 0.14% | −211−14.1% | Reduced |
| Dynamic Financial Group | 1,286 | $541.9K | 0.55% | +1,286 | New |
| PVG Asset Management Corp | 1,286 | $542.0K | 2.56% | +1,286 | New |
| Prism Advisors, Inc. | 1,286 | $542.3K | 0.16% | −1−0.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,287 | $542.4K | 0.54% | +1,287 | New |
| Iron Horse Wealth Management, LLC | 1,288 | $542.9K | 0.18% | +582+82.4% | Added |
| DKM Wealth Management, Inc. | 1,294 | $545.5K | 0.52% | +1,294 | New |
| Heritage Wealth Management, Inc./Texas | 1,296 | $546.2K | 0.32% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,299 | $547.6K | 0.20% | +9+0.7% | Added |
| Marathon Strategic Advisors, LLC | 1,299 | $547.6K | 0.59% | −58−4.3% | Reduced |
| Raub Brock Capital Management LP | 1,300 | $548.1K | 0.12% | 00.0% | Unchanged |
| Capital Wealth Management, LLC | 1,304 | $549.6K | 0.24% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 1,307 | $551.0K | 0.62% | +1,307 | New |