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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Beacon Bridge Wealth Partners, LLC | 1,309 | $551.8K | 0.23% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 1,316 | $554.6K | 0.19% | −78−5.6% | Reduced |
| Financial Futures Ltd Liability Co. | 1,326 | $558.9K | 0.32% | −83−5.9% | Reduced |
| Next Level Wealth Planning, LLC | 1,327 | $559.3K | 0.44% | +1,327 | New |
| Jackson Creek Investment Advisors LLC | 1,329 | $560.0K | 0.17% | +1+0.1% | Added |
| Attessa Capital LLC | 1,329 | $560.3K | 0.38% | +1,329 | New |
| LBJ Family Wealth Advisors, Ltd. | 1,334 | $562.0K | 0.34% | −13−1.0% | Reduced |
| Opulen Financial Group LLC | 1,336 | $563.2K | 0.51% | +1,336 | New |
| LifeGuide Financial Advisors, LLC | 1,338 | $564.0K | 0.24% | +472+54.5% | Added |
| Grand Wealth Management, LLC | 1,340 | $564.8K | 0.31% | −16−1.2% | Reduced |
| Marshall Financial Group Inc | 1,342 | $565.7K | 0.17% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,344 | $566.5K | 0.31% | +87+6.9% | Added |
| Valley Financial Group, Inc. | 1,346 | $567.3K | 0.39% | +12+0.9% | Added |
| Ledgewood Wealth Advisors, LLC | 1,349 | $568.6K | 0.37% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 1,357 | $572.0K | 0.40% | +1,357 | New |
| LifeGoal Wealth Advisors | 1,357 | $572.0K | 0.62% | +1,357 | New |
| EMC Capital Management | 1,359 | $573.0K | 0.32% | −8,110−85.6% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,362 | $574.1K | 0.18% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,365 | $575.7K | 0.20% | +1+0.1% | Added |
| Briaud Financial Planning, Inc | 1,371 | $578.0K | 0.24% | +374+37.5% | Added |
| TAGStone Capital, Inc. | 1,374 | $579.0K | 0.28% | +71+5.4% | Added |
| Avalon Advisory Group | 1,381 | $582.1K | 0.27% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 1,384 | $583.4K | 0.13% | +36+2.7% | Added |
| Genesis Wealth Advisors, LLC | 1,387 | $584.6K | 0.51% | +1,387 | New |
| Maxele Advisors, LLC | 1,389 | $585.5K | 0.56% | +1,389 | New |
| Passive Capital Management, LLC. | 1,393 | $587.1K | 0.21% | +600+75.7% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,396 | $588.3K | 0.40% | +1+0.1% | Added |
| St. Louis Trust Co | 1,399 | $589.7K | 0.08% | −204−12.7% | Reduced |
| Martin Capital Advisors, LLP | 1,400 | $590.1K | 0.38% | +1,400 | New |
| Financial Connections Group, Inc. | 1,402 | $591.0K | 0.28% | −88−5.9% | Reduced |
| Lowery Thomas, LLC | 1,403 | $591.2K | 0.39% | +161+13.0% | Added |
| Keeley-Teton Advisors, LLC | 1,407 | $593.2K | 0.07% | 00.0% | Unchanged |
| Western Financial Corp | 1,410 | $594.2K | 0.33% | +198+16.3% | Added |
| R Squared Ltd | 1,410 | $594.3K | 0.58% | +1,410 | New |
| Spectrum Investment Advisors, Inc. | 1,411 | $594.8K | 0.40% | +10+0.7% | Added |
| Red Crane Wealth Management, LLC | 1,415 | $596.4K | 0.56% | +1,415 | New |
| Oceanside Advisors LLC | 1,424 | $600.2K | 0.45% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 1,425 | $600.5K | 0.01% | −28−1.9% | Reduced |
| Divergent Planning, LLC | 1,434 | $600.6K | 0.21% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 1,455 | $603.9K | 0.44% | +543+59.5% | Added |
| Clark Wealth Partners | 1,433 | $604.1K | 0.47% | +1,433 | New |
| BCM Advisors, LLC | 1,471 | $608.0K | 0.14% | +76+5.4% | Added |
| Denver Wealth Management, Inc. | 1,446 | $609.4K | 0.27% | −16−1.1% | Reduced |
| Cutler Capital Management, LLC | 1,448 | $610.3K | 0.21% | +266+22.5% | Added |
| Custos Family Office, LLC | 1,448 | $610.4K | 0.21% | +490+51.1% | Added |
| JDH Wealth Management, LLC | 1,449 | $610.8K | 0.54% | +1,449 | New |
| TT Capital Management LLC | 1,443 | $611.2K | 0.49% | +1,443 | New |
| Dynamic Wealth Strategies, LLC | 1,454 | $612.9K | 0.55% | −7−0.5% | Reduced |
| Donald L. Hagan, LLC | 1,455 | $613.2K | 0.32% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 1,475 | $621.9K | 0.21% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,476 | $622.0K | 0.16% | +1+0.1% | Added |
| Schiavi & Co LLC | 1,478 | $623.1K | 0.24% | −2−0.1% | Reduced |
| Corrado Advisors, LLC | 1,481 | $624.2K | 0.41% | −65−4.2% | Reduced |
| New England Capital Financial Advisors LLC | 1,484 | $625.3K | 0.31% | −3−0.2% | Reduced |
| Avid Wealth Partners LLC | 1,484 | $625.5K | 0.44% | −406−21.5% | Reduced |
| Brighton Securities Corp. | 1,487 | $627.0K | 0.30% | +1,487 | New |
| Kitching Partners, LLC | 1,496 | $630.6K | 0.81% | +378+33.8% | Added |
| Climber Capital SA | 1,500 | $631.6K | 0.52% | +1,500 | New |
| NFC Investments, LLC | 1,500 | $632.0K | 0.17% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 1,500 | $632.0K | 0.35% | +1,500 | New |
| Boston Standard Wealth Management, LLC | 1,506 | $635.0K | 0.12% | −10−0.7% | Reduced |
| Bull Oak Capital, LLC | 1,509 | $636.1K | 0.35% | +232+18.2% | Added |
| GR Financial Group, LLC | 1,509 | $636.2K | 0.11% | +703+87.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,510 | $636.5K | 0.05% | +142+10.4% | Added |
| Cordant, Inc. | 1,516 | $639.0K | 0.34% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 1,506 | $639.8K | 0.67% | +1,506 | New |
| New Perspectives, Inc | 1,518 | $639.9K | 0.34% | +1+0.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,520 | $640.9K | 0.03% | +37+2.5% | Added |
| SpringVest Wealth Management LLC | 1,523 | $641.8K | 0.55% | +1,523 | New |
| Core Wealth Management, Inc. | 1,524 | $642.4K | 0.25% | 00.0% | Unchanged |
| Numerai GP LLC | 1,534 | $646.6K | 0.18% | +1,534 | New |
| Sippican Capital Advisors | 1,538 | $648.3K | 0.47% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 1,540 | $649.0K | 0.40% | −58−3.6% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $650.4K | 0.20% | −1,665−51.9% | Reduced |
| Tanglewood Wealth Management, Inc. | 1,544 | $650.8K | 0.07% | +431+38.7% | Added |
| TKG Advisors, LLC | 1,467 | $651.3K | 0.30% | −734−33.3% | Reduced |
| AdviceOne Advisory Services, LLC | 1,545 | $651.4K | 0.58% | +1,545 | New |
| Threadgill Financial, LLC | 1,546 | $651.6K | 0.35% | +9+0.6% | Added |
| Strathmore Capital Advisors, Inc. | 1,567 | $660.5K | 0.48% | +1,567 | New |
| Mizuho Bank, Ltd. | 1,570 | $661.8K | 0.18% | +1,570 | New |
| Navis Wealth Advisors, LLC | 1,580 | $665.9K | 0.73% | +278+21.4% | Added |
| Valued Wealth Advisors LLC | 1,592 | $670.8K | 0.42% | −29−1.8% | Reduced |
| Manuka Financial, LLC | 1,594 | $671.8K | 0.45% | +1,594 | New |
| Sagace Wealth Management LLC | 1,595 | $672.3K | 0.50% | −98−5.8% | Reduced |
| Comprehensive Money Management Services LLC | 1,595 | $672.3K | 0.55% | +1,595 | New |
| Arcadia Wealth Management, Inc. | 1,596 | $672.5K | 0.57% | +1,596 | New |
| Carl Stuart Investment Advisor, Inc | 1,596 | $672.6K | 0.36% | +1+0.1% | Added |
| Knott David M Jr | 1,600 | $674.4K | 0.24% | 00.0% | Unchanged |
| Family Office Research LLC | 1,601 | $675.1K | 0.30% | +1,601 | New |
| Mendota Financial Group, LLC | 1,602 | $675.3K | 0.44% | −262−14.1% | Reduced |
| Kilter Group LLC | 1,608 | $677.6K | 0.44% | +1,608 | New |
| Tull Financial Group, Inc. | 1,612 | $679.3K | 0.41% | +1,612 | New |
| Schubert & Co | 1,615 | $680.7K | 0.46% | +184+12.9% | Added |
| Schoolcraft Capital LLC | 1,622 | $683.7K | 0.14% | 00.0% | Unchanged |
| Foundry Financial Group, Inc. | 1,627 | $685.8K | 0.42% | −65−3.8% | Reduced |
| Luminvest Wealth Management LLC | 1,630 | $687.1K | 0.28% | +29+1.8% | Added |
| Shared Vision Wealth Group LLC | 1,635 | $689.2K | 0.36% | −83−4.8% | Reduced |
| Arkansas Financial Group, Inc. | 1,638 | $690.4K | 0.11% | −60−3.5% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,639 | $690.9K | 0.35% | 00.0% | Unchanged |
| High Probability Advisors, LLC | 1,645 | $693.4K | 0.12% | +6+0.4% | Added |