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 |
|---|---|---|---|---|---|
| Compass Planning Associates Inc | 1,919 | $808.9K | 0.82% | +1,919 | New |
| Parkshore Wealth Management, Inc. | 1,920 | $809.2K | 0.49% | +1,920 | New |
| Dodds Wealth, LLC | 1,820 | $812.1K | 0.26% | −50−2.7% | Reduced |
| Plotkin Financial Advisors, LLC | 1,927 | $812.2K | 0.48% | +37+2.0% | Added |
| Vermillion Wealth Management, Inc. | 1,933 | $814.9K | 0.42% | +1,933 | New |
| Allen Wealth Management, LLC | 1,938 | $816.9K | 0.59% | −346−15.1% | Reduced |
| Centerline Wealth Advisors, LLC | 1,958 | $818.1K | 0.48% | +1,958 | New |
| Fulcrum Equity Management | 1,942 | $818.6K | 0.81% | +286+17.3% | Added |
| HRC Wealth Management, LLC | 1,950 | $821.7K | 0.49% | +865+79.7% | Added |
| Beckerman Institutional, LLC | 1,951 | $822.0K | 0.66% | +174+9.8% | Added |
| Holos Integrated Wealth LLC | 1,951 | $822.2K | 0.56% | +1,951 | New |
| Total Investment Management Inc | 1,958 | $825.3K | 0.12% | +303+18.3% | Added |
| Orca Wealth Management, LLC | 1,965 | $828.3K | 0.75% | +1,965 | New |
| BWM Planning, LLC | 1,969 | $829.8K | 0.36% | −95−4.6% | Reduced |
| Investment Management Corp | 1,971 | $830.6K | 0.74% | +1,971 | New |
| Certior Financial Group, LLC | 1,976 | $832.8K | 0.74% | +1,976 | New |
| IAG Wealth Partners, LLC | 1,982 | $835.3K | 0.15% | +51+2.6% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 1,982 | $835.4K | 0.19% | −70−3.4% | Reduced |
| Sequent Asset Management, LLC | 1,984 | $836.1K | 0.41% | +1+0.1% | Added |
| Philip James Wealth Mangement, LLC | 1,987 | $837.6K | 0.11% | +230+13.1% | Added |
| Future Financial Wealth Managment LLC | 1,990 | $838.8K | 0.61% | 00.0% | Unchanged |
| Sharper & Granite LLC | 1,990 | $838.8K | 0.37% | +340+20.6% | Added |
| Warberg Asset Management LLC | 2,000 | $843.0K | 0.23% | +2,000 | New |
| Long Island Wealth Management, Inc. | 2,018 | $850.6K | 0.53% | +10+0.5% | Added |
| DHK Financial Advisors, Inc. | 2,024 | $852.9K | 0.52% | +10.0% | Added |
| Burrus Financial Services, Inc. | 2,026 | $854.0K | 0.44% | +4+0.2% | Added |
| Kaufman Rossin Wealth, LLC | 2,028 | $855.0K | 0.88% | +2,028 | New |
| Eaton-Cambridge Inc. | 2,032 | $856.5K | 0.38% | +103+5.3% | Added |
| Alamar Capital Management, LLC | 2,033 | $856.8K | 0.47% | −3−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 2,035 | $857.6K | 0.39% | +2+0.1% | Added |
| Hoya Capital Real Estate, LLC | 2,044 | $861.5K | 16.26% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 2,046 | $862.4K | 1.00% | −507−19.9% | Reduced |
| Basso Capital Management, L.P. | 2,053 | $865.3K | 0.75% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2,053 | $865.5K | 0.63% | +2,053 | New |
| HRT Financial LP | 2,059 | $867.0K | 0.00% | −1,250,373−99.8% | Reduced |
| Galibier Capital Management Ltd. | 2,058 | $867.4K | 0.25% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 2,064 | $869.9K | 0.73% | +2,064 | New |
| Ardent Capital Management, Inc. | 2,067 | $871.2K | 0.40% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 2,071 | $873.0K | 0.32% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 2,072 | $873.1K | 0.81% | +2,072 | New |
| TSA Wealth Managment LLC | 2,076 | $875.0K | 0.36% | −9−0.4% | Reduced |
| Chico Wealth RIA | 2,078 | $875.9K | 0.77% | −250−10.7% | Reduced |
| Martel Wealth Advisors Inc | 2,079 | $876.4K | 0.17% | −108−4.9% | Reduced |
| TAP Consulting, LLC | 2,085 | $878.9K | 0.18% | −101−4.6% | Reduced |
| CGC Financial Services, LLC | 2,087 | $879.8K | 0.35% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 2,089 | $880.4K | 0.05% | −74−3.4% | Reduced |
| BancFirst Trust & Investment Management | 2,073 | $880.9K | 0.39% | −235−10.2% | Reduced |
| Financial Symmetry Inc | 2,095 | $882.9K | 0.60% | −11−0.5% | Reduced |
| Darrow Company, Inc. | 2,097 | $883.9K | 0.51% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,100 | $885.1K | 0.15% | +2,100 | New |
| Balanced Wealth Group LLC | 2,137 | $886.9K | 0.40% | +2+0.1% | Added |
| Orin Green Financial, LLC | – | $889.8K | 0.39% | – | – |
| Horizon Family Wealth, Inc. | 2,115 | $891.5K | 0.59% | −57−2.6% | Reduced |
| Gouws Capital LLC | 2,124 | $895.3K | 0.61% | −50−2.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,130 | $897.7K | 0.51% | 00.0% | Unchanged |
| Copia Wealth Management | 2,131 | $898.2K | 0.85% | +2,131 | New |
| Entruity Wealth, LLC | 2,132 | $898.6K | 0.89% | +2,132 | New |
| Tilson Financial Group, Inc. | 2,134 | $899.0K | 0.37% | −28−1.3% | Reduced |
| Portland Investment Counsel Inc. | 2,137 | $900.7K | 0.23% | 00.0% | Unchanged |
| MA Private Wealth | 2,146 | $904.5K | 0.17% | −1,904−47.0% | Reduced |
| GoalFusion Wealth Management, LLC | 2,148 | $905.3K | 0.49% | −55−2.5% | Reduced |
| Bryant Woods Investment Advisors, LLC | 2,147 | $906.2K | 0.44% | +209+10.8% | Added |
| Thompson Davis & Co., Inc. | 2,156 | $908.8K | 0.58% | −21−1.0% | Reduced |
| ForthRight Wealth Management, LLC | 2,157 | $909.3K | 0.30% | −21−1.0% | Reduced |
| Emergent Wealth Advisors, LLC | 2,158 | $909.6K | 0.66% | +88+4.3% | Added |
| Auour Investments LLC | 2,193 | $910.2K | 0.32% | +6+0.3% | Added |
| Jentner Corp | 2,160 | $910.6K | 0.27% | 00.0% | Unchanged |
| Wealth Forward, LLC | 2,162 | $911.3K | 0.64% | −100−4.4% | Reduced |
| Fortress Financial Solutions, LLC | 2,168 | $913.9K | 1.30% | +2,168 | New |
| Koesten, Hirschmann & Crabtree, INC. | 2,177 | $917.7K | 0.53% | +140+6.9% | Added |
| Mustard Seed Financial, LLC | 2,181 | $919.3K | 0.75% | −19−0.9% | Reduced |
| Lord & Richards Wealth Management, LLC | 2,182 | $919.7K | 1.94% | +2,182 | New |
| HTG Investment Advisors, Inc. | 2,185 | $921.1K | 0.42% | −25−1.1% | Reduced |
| Raffa Wealth Management, LLC | 2,185 | $921.2K | 0.21% | −19−0.9% | Reduced |
| Merkkuri Wealth Advisors LLC | 2,187 | $921.6K | 0.73% | −46−2.1% | Reduced |
| Persium Advisors, LLC | 2,192 | $923.9K | 0.91% | +2,192 | New |
| Hobart Private Capital, LLC | 2,192 | $923.9K | 0.23% | +1,007+85.0% | Added |
| Board of the Pension Protection Fund | 2,200 | $927.3K | 1.07% | +2,200 | New |
| Conservest Capital Advisors, Inc. | 2,201 | $927.7K | 0.10% | −79−3.5% | Reduced |
| Turning Point Benefit Group, Inc. | 2,231 | $930.8K | 0.88% | +2,231 | New |
| Straightline Group LLC | 2,210 | $931.7K | 0.61% | +2,210 | New |
| Horrell Capital Management, Inc. | 2,211 | $932.0K | 0.27% | 00.0% | Unchanged |
| Signify Wealth | 2,211 | $932.0K | 1.05% | +10.0% | Added |
| Partners in Financial Planning | 2,219 | $935.1K | 0.19% | −108−4.6% | Reduced |
| Chicago Wealth Management, Inc. | 2,224 | $937.6K | 0.49% | −24−1.1% | Reduced |
| Cannon Financial Strategists, Inc. | 2,228 | $939.2K | 0.16% | +104+4.9% | Added |
| MontVue Capital Management, Inc. | 2,229 | $939.5K | 0.72% | +159+7.7% | Added |
| Barnett & Company, Inc. | 2,230 | $939.9K | 0.62% | +975+77.7% | Added |
| Noble Wealth Management PBC | 2,237 | $942.9K | 0.65% | +2,237 | New |
| Graney & King, LLC | 2,244 | $945.8K | 0.71% | +2,244 | New |
| One Degree Advisors Inc | 2,303 | $947.0K | 0.39% | +54+2.4% | Added |
| Arnhold LLC | 2,250 | $948.4K | 0.09% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 2,251 | $948.8K | 0.54% | 00.0% | Unchanged |
| Real Talk Capital, LLC | 2,253 | $949.8K | 1.25% | +2,253 | New |
| Great Oak Capital Partners, LLC | 2,277 | $950.0K | 0.32% | −4−0.2% | Reduced |
| MBE Wealth Management, LLC | 2,255 | $950.5K | 0.54% | −357−13.7% | Reduced |
| Lighthouse Wealth Management Inc. | 2,255 | $950.7K | 0.87% | +2,255 | New |
| O'Connor Financial Group LLC | 2,257 | $951.3K | 0.50% | +41+1.9% | Added |
| Able Wealth Management LLC | 2,263 | $953.8K | 0.63% | +156+7.4% | Added |
| Equita Financial Network, Inc. | 2,265 | $954.6K | 0.35% | +107+5.0% | Added |