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 |
|---|---|---|---|---|---|
| Delta Wealth Advisors LLC | 1,647 | $694.3K | 0.65% | −47−2.8% | Reduced |
| Clear Point Advisors Inc. | 1,649 | $695.1K | 0.59% | −80−4.6% | Reduced |
| VanWeelden Wealth Management, LLC | 1,650 | $695.4K | 0.63% | +1,650 | New |
| Delta Accumulation, LLC | 1,623 | $698.4K | 4.35% | +3+0.2% | Added |
| Winnow Wealth LLC | 1,861 | $699.4K | 0.69% | +1,861 | New |
| Waypoint Wealth Partners Inc. | 1,660 | $699.7K | 0.19% | −395−19.2% | Reduced |
| FSR Wealth Management Ltd. | 1,662 | $700.5K | 0.88% | +1,662 | New |
| REAP Financial Group, LLC | 1,662 | $700.6K | 0.17% | −128−7.2% | Reduced |
| Capstone Capital Wealth Advisors | 1,667 | $702.6K | 0.57% | 00.0% | Unchanged |
| Avos Capital Management, LLC | 1,592 | $708.3K | 0.57% | +1,592 | New |
| PFS Partners, LLC | 1,683 | $709.4K | 0.39% | −24−1.4% | Reduced |
| Uptown Financial Advisors LLC | 1,691 | $712.8K | 0.77% | +1,691 | New |
| TL Private Wealth | 1,672 | $712.8K | 0.32% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 1,695 | $714.0K | 0.30% | 00.0% | Unchanged |
| Global Wealth Management, LLC | 1,695 | $714.4K | 0.46% | +3+0.2% | Added |
| Karpus Management, Inc. | 1,700 | $716.5K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Advisors, LLC | 1,700 | $716.5K | 0.56% | +1,700 | New |
| Bruce G. Allen Investments, LLC | 1,700 | $716.7K | 0.58% | +30+1.8% | Added |
| Kaye Capital Management | 1,703 | $717.8K | 0.33% | −168−9.0% | Reduced |
| Youngs Advisory Group, Inc. | 1,704 | $718.3K | 0.30% | +80+4.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,705 | $718.8K | 0.28% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 1,708 | $720.0K | 0.65% | +1,708 | New |
| Puff Wealth Management, LLC | 1,709 | $720.2K | 1.26% | +1,709 | New |
| Graham Capital Wealth Management, LLC | 1,715 | $722.9K | 0.62% | +4+0.2% | Added |
| Cypress Financial Planning LLC | 1,715 | $722.9K | 0.27% | +55+3.3% | Added |
| Coco Enterprises, LLC | 1,729 | $723.8K | 0.44% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 1,728 | $728.4K | 0.20% | +162+10.3% | Added |
| Penney Financial, LLC | 1,736 | $731.7K | 0.49% | +40+2.4% | Added |
| Advantage Trust Co | 1,736 | $731.7K | 0.43% | +108+6.6% | Added |
| RTD Financial Advisors, Inc. | 1,740 | $733.6K | 0.09% | +311+21.8% | Added |
| Syverson Strege & Co | 1,741 | $733.7K | 0.24% | +1,216+231.6% | Added |
| Sara-Bay Financial | 1,728 | $734.2K | 0.27% | +126+7.9% | Added |
| Elevate Wealth Advisory, Inc | 1,748 | $736.8K | 0.55% | +1,043+147.9% | Added |
| Parametrica Management Ltd | 1,750 | $737.6K | 0.97% | −981−35.9% | Reduced |
| CMT Capital Markets Trading GmbH | 1,750 | $738.0K | 0.44% | −250−12.5% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,757 | $740.6K | 0.24% | −795−31.2% | Reduced |
| Scratch Capital LLC | 1,761 | $742.3K | 0.91% | +1,761 | New |
| Cornerstone Financial Group, LLC | 1,772 | $747.0K | 0.74% | +1,772 | New |
| Terril Brothers, Inc. | 1,778 | $749.4K | 0.23% | +900+102.5% | Added |
| Moody Aldrich Partners LLC | 1,779 | $749.9K | 0.14% | −307−14.7% | Reduced |
| FIDELIS iM, LLC | 1,783 | $751.0K | 0.37% | +3+0.2% | Added |
| Compass Financial Group, Inc. | 1,784 | $752.0K | 0.36% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,784 | $752.0K | 0.37% | +407+29.6% | Added |
| Riverchase Wealth Management, LLC | 1,785 | $752.5K | 0.56% | +1,785 | New |
| Innovator Capital Management, LLC | 1,786 | $752.8K | 14.82% | +1,064+147.4% | Added |
| Rolek Wealth Management LLC | 1,786 | $753.0K | 0.59% | +1,786 | New |
| ETF Portfolio Partners, Inc. | 1,789 | $754.1K | 0.23% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,793 | $755.8K | 1.65% | +130+7.8% | Added |
| Gutierrez Wealth Advisory, LLC | 1,794 | $756.3K | 0.62% | +1,794 | New |
| BlueStem Wealth Partners, LLC | 1,796 | $756.8K | 0.10% | +1,796 | New |
| Arcadia Wealth Management, LLC | 1,800 | $758.8K | 0.38% | −139−7.2% | Reduced |
| Praetorian Wealth Management, Inc. | 1,803 | $760.0K | 0.18% | +1,803 | New |
| Legacy Wealth Management, Inc | 1,804 | $760.4K | 0.05% | +109+6.4% | Added |
| Carmel Capital Partners, LLC | 1,804 | $760.5K | 0.31% | +83+4.8% | Added |
| Grey Fox Wealth Advisors, LLC | 1,809 | $762.7K | 0.21% | +101+5.9% | Added |
| Quadrature Capital Ltd | 1,812 | $763.4K | 0.02% | −300,469−99.4% | Reduced |
| Synergy Investment Management, LLC | 1,812 | $763.5K | 0.33% | +1,812 | New |
| Fairman Group, LLC | 1,815 | $765.1K | 0.63% | −30−1.6% | Reduced |
| Golden Road Advisors LLC | 1,816 | $765.4K | 0.58% | +8+0.4% | Added |
| Strategent Financial, LLC | 1,819 | $766.7K | 0.76% | +1,819 | New |
| Verisail Partners, LLC | 1,820 | $767.1K | 0.36% | +1,820 | New |
| Dominguez Wealth Management Solutions, Inc. | 1,822 | $767.9K | 0.56% | +103+6.0% | Added |
| Weinberger Asset Management, Inc | 1,823 | $768.5K | 0.32% | +179+10.9% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,828 | $770.5K | 0.26% | +401+28.1% | Added |
| FinDec Wealth Services, Inc. | 1,834 | $773.0K | 0.54% | −1,574−46.2% | Reduced |
| Kahn Brothers Group Inc | 1,839 | $775.4K | 0.17% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,840 | $775.6K | 0.35% | −145−7.3% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 1,841 | $775.8K | 0.33% | +1,841 | New |
| Hunter Perkins Capital Management, LLC | 1,840 | $776.0K | 0.16% | 00.0% | Unchanged |
| Poplar Forest Capital LLC | 1,844 | $777.2K | 0.14% | −25−1.3% | Reduced |
| Forbes Financial Planning, Inc. | 1,845 | $777.7K | 0.59% | 00.0% | Unchanged |
| Note Advisors, LLC | 1,846 | $778.1K | 0.69% | +1,846 | New |
| Compton Financial Group, LLC | 1,846 | $778.2K | 0.23% | 00.0% | Unchanged |
| Tepp RIA, LLC | 1,846 | $778.3K | 1.15% | +1,846 | New |
| Summit Investment Advisors, Inc. | 1,897 | $778.9K | 0.69% | +1,897 | New |
| Baron Financial Group, LLC | 1,851 | $780.2K | 0.48% | +1+0.1% | Added |
| Everstar Asset Management, LLC | 1,852 | $780.6K | 0.55% | −755−29.0% | Reduced |
| Harbor Group, Inc. | 1,854 | $781.5K | 0.18% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,856 | $782.3K | 0.26% | +27+1.5% | Added |
| Ceera Investments, LLC | 1,861 | $784.3K | 0.27% | −100−5.1% | Reduced |
| Hughes Financial Services, LLC | 1,868 | $787.4K | 0.16% | +1,868 | New |
| ESL Trust Services, LLC | 1,872 | $789.0K | 0.18% | −250−11.8% | Reduced |
| Investment Counsel Co of Nevada | 1,873 | $789.6K | 2.00% | +1,873 | New |
| Capital Wealth Alliance, LLC | 1,875 | $790.4K | 0.45% | +12+0.6% | Added |
| Cyr Financial Inc. | 1,877 | $791.1K | 0.72% | +92+5.2% | Added |
| Lauer Wealth, LLC | 1,881 | $792.9K | 0.53% | +300+19.0% | Added |
| Legacy Solutions, LLC | 1,883 | $793.7K | 0.86% | +1,883 | New |
| Sterling Manor Financial, LLC | 1,886 | $794.9K | 0.55% | −95−4.8% | Reduced |
| Martin Investment Management, LLC | 1,887 | $795.4K | 0.22% | −10−0.5% | Reduced |
| Whitcomb & Hess, Inc. | 1,891 | $797.3K | 0.25% | +11+0.6% | Added |
| Shakespeare Wealth Management, Inc. | 1,895 | $798.7K | 0.22% | +109+6.1% | Added |
| Brickley Wealth Management | 1,895 | $798.7K | 0.16% | −85−4.3% | Reduced |
| A&I Financial Services, LLC | 1,895 | $798.7K | 0.78% | +1,895 | New |
| Vista Private Wealth Partners. LLC | 1,895 | $798.8K | 0.31% | −71−3.6% | Reduced |
| Kiker Wealth Management, LLC | 1,903 | $802.0K | 0.65% | +1,903 | New |
| Quantum Financial Planning Services, Inc. | 1,903 | $802.2K | 0.45% | +1,903 | New |
| DBK Financial Counsel, LLC | 1,904 | $802.4K | 0.81% | −2−0.1% | Reduced |
| Enzi Wealth | 1,800 | $803.2K | 0.31% | +55+3.2% | Added |
| Wall Street Financial Group, Inc. | 1,912 | $806.0K | 0.79% | +263+15.9% | Added |
| Ruedi Wealth Management, Inc. | 1,913 | $806.5K | 0.25% | +20+1.1% | Added |