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
- 5,877
- +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
- 2,219 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 2,272 | $957.5K | 0.27% | +57+2.6% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 2,274 | $958.5K | 0.59% | −4,800−67.9% | Reduced |
| Curio Wealth, LLC | 2,282 | $961.8K | 0.52% | +2,282 | New |
| Stanich Group LLC | 2,282 | $961.9K | 0.72% | +2,282 | New |
| Websterrogers Financial Advisors, LLC | 2,288 | $964.4K | 0.33% | +1,409+160.3% | Added |
| Priebe Wealth Holdings LLC | 2,290 | $965.1K | 0.65% | +311+15.7% | Added |
| ArrowMark Colorado Holdings LLC | 2,290 | $965.2K | 0.01% | −879−27.7% | Reduced |
| RiverGlades Family Offices LLC | 2,300 | $969.5K | 0.69% | 00.0% | Unchanged |
| AnglePoint Asset Management Ltd | 2,300 | $969.5K | 2.19% | +2,300 | New |
| DDFG, Inc | 2,302 | $970.4K | 0.28% | 00.0% | Unchanged |
| FreeGulliver LLC | 2,304 | $971.3K | 0.51% | −869−27.4% | Reduced |
| Wealthstar Advisors, LLC | 2,305 | $971.7K | 0.42% | +2,305 | New |
| Saybrook Capital | 2,311 | $974.1K | 0.26% | +968+72.1% | Added |
| Retirement Wealth Solutions LLC | 2,325 | $974.2K | 0.82% | +2,325 | New |
| Trellis Wealth Advisors LLC | 2,315 | $975.8K | 0.49% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,315 | $975.8K | 0.89% | +2,315 | New |
| GGM Financials LLC | 2,317 | $976.8K | 1.04% | −52−2.2% | Reduced |
| GEN Financial Management, INC. | 2,319 | $977.5K | 0.63% | +2,319 | New |
| Beck Bode, LLC | 2,319 | $977.5K | 0.18% | −40,032−94.5% | Reduced |
| B&D White Capital Company, LLC | 2,328 | $981.3K | 0.17% | −378−14.0% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,334 | $983.6K | 0.46% | −84−3.5% | Reduced |
| Caitlin John, LLC | 2,336 | $984.8K | 0.67% | −3−0.1% | Reduced |
| Morton Brown Family Wealth, LLC | 2,338 | $985.4K | 0.34% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 2,338 | $985.5K | 0.82% | +753+47.5% | Added |
| McMorgan & Co LLC | 2,344 | $988.0K | 0.15% | −36−1.5% | Reduced |
| Michels Family Financial, LLC | 2,351 | $990.9K | 0.91% | +2,351 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 2,354 | $992.2K | 0.04% | +2,354 | New |
| Family Investment Center, Inc. | 2,359 | $994.2K | 0.25% | +135+6.1% | Added |
| Alpha Financial Partners, LLC | 2,363 | $996.0K | 0.79% | +1,170+98.1% | Added |
| Wingate Wealth Advisors, Inc. | 2,368 | $998.1K | 0.98% | +2,368 | New |
| Wealth Group Ltd | 2,374 | $1.00M | 0.29% | +28+1.2% | Added |
| Integrity Wealth Advisors, Inc. | 2,374 | $1.00M | 0.74% | +2,374 | New |
| Level Financial Advisors, Inc. | 2,380 | $1.00M | 0.37% | +28+1.2% | Added |
| Bear Mountain Capital, Inc. | 2,246 | $1.00M | 0.39% | −66−2.9% | Reduced |
| Melfa Wealth Management, LLC | 2,382 | $1.00M | 0.67% | +228+10.6% | Added |
| AlphaQ Advisors LLC | 2,391 | $1.01M | 2.76% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 2,393 | $1.01M | 0.16% | +61+2.6% | Added |
| Archetype Wealth Partners | 2,395 | $1.01M | 0.15% | +52+2.2% | Added |
| Stage Harbor Financial, LLC | 2,401 | $1.01M | 0.88% | −125−4.9% | Reduced |
| V2 Financial group LLC | 2,403 | $1.01M | 0.62% | +943+64.6% | Added |
| CMC Financial Group | 2,406 | $1.01M | 2.16% | −75−3.0% | Reduced |
| Innovative Wealth Building LLC | 2,411 | $1.02M | 0.92% | +2,411 | New |
| ARK & TLK Investments, LLC | 2,421 | $1.02M | 0.35% | −42−1.7% | Reduced |
| Wheelhouse Advisory Group LLC | 2,422 | $1.02M | 0.61% | +111+4.8% | Added |
| Fortis Advisors, LLC | 2,423 | $1.02M | 0.67% | +15+0.6% | Added |
| Oak Wealth Advisors LLC | 2,424 | $1.02M | 0.79% | +2,424 | New |
| Alternative Investment Advisors, LLC. | 2,426 | $1.02M | 0.53% | −2,309−48.8% | Reduced |
| Bluestem Financial Advisors, LLC | 2,428 | $1.02M | 0.48% | +361+17.5% | Added |
| Weil Company, Inc. | 2,432 | $1.03M | 0.35% | +296+13.9% | Added |
| Maren Capital LLC | 2,434 | $1.03M | 0.08% | −200−7.6% | Reduced |
| Timonier Family Office, LTD. | 2,434 | $1.03M | 0.53% | +2,434 | New |
| Capstone Wealth Management, LLC | 2,435 | $1.03M | 1.00% | +2,435 | New |
| Stewardship Advisors, LLC | 2,435 | $1.03M | 0.28% | +434+21.7% | Added |
| Fox Run Management, L.L.C. | 2,439 | $1.03M | 0.19% | −932−27.6% | Reduced |
| Renaissance Technologies LLC | 2,383 | $1.03M | 0.00% | −1,568,888−99.8% | Reduced |
| BostonPremier Wealth LLC | 2,448 | $1.03M | 0.63% | +2,448 | New |
| BetterWealth, LLC | 2,449 | $1.03M | 0.28% | −390−13.7% | Reduced |
| Caerus Investment Advisors, LLC | 2,449 | $1.03M | 0.97% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 2,450 | $1.03M | 1.17% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,460 | $1.04M | 0.49% | −90−3.5% | Reduced |
| Meredith Wealth Planning | 2,463 | $1.04M | 0.46% | −40−1.6% | Reduced |
| America First Investment Advisors, LLC | 2,469 | $1.04M | 0.23% | −100−3.9% | Reduced |
| Ballew Advisors, Inc | 2,498 | $1.04M | 0.66% | +97+4.0% | Added |
| Altus Wealth Management, LLC | 2,473 | $1.04M | 0.47% | +390+18.7% | Added |
| Lowe Wealth Advisors, LLC | 2,474 | $1.04M | 0.44% | −273−9.9% | Reduced |
| H&H Retirement Design & Management INC | 2,557 | $1.04M | 0.63% | −239−8.5% | Reduced |
| Avaii Wealth Management, LLC | 2,487 | $1.05M | 0.52% | −27−1.1% | Reduced |
| Kondo Wealth Advisors, Inc. | 2,486 | $1.05M | 0.53% | +2,486 | New |
| Vestia Personal Wealth Advisors | 2,491 | $1.05M | 0.86% | +334+15.5% | Added |
| JFG Wealth Management, LLC | 2,495 | $1.05M | 0.24% | +61+2.5% | Added |
| Wilkins Miller Wealth Management, LLC | 2,494 | $1.05M | 1.10% | +2,494 | New |
| Colorado Capital Management, Inc. | 2,497 | $1.05M | 0.51% | −813−24.6% | Reduced |
| Axecap Investments, LLC | 2,510 | $1.06M | 0.80% | +82+3.4% | Added |
| Wealth Management Strategies, Inc. | 2,514 | $1.06M | 0.81% | +2,514 | New |
| Sensible Money, LLC | 2,515 | $1.06M | 0.46% | −10−0.4% | Reduced |
| Dopkins Wealth Management, LLC | 2,518 | $1.06M | 0.54% | +218+9.5% | Added |
| Freedom Financial Partners LLC | 2,520 | $1.06M | 0.51% | +2,520 | New |
| Meridian Management Co | 2,521 | $1.06M | 0.28% | +161+6.8% | Added |
| Cedar Point Capital Partners, LLC | 2,523 | $1.06M | 0.72% | +141+5.9% | Added |
| Stephens Investment Management Group LLC | 2,524 | $1.06M | 0.01% | −482−16.0% | Reduced |
| Blue Oak Capital, LLC | 2,525 | $1.06M | 0.65% | +2,525 | New |
| WPWealth LLP | 2,527 | $1.07M | 0.22% | −1,118−30.7% | Reduced |
| Mullaney, Keating & Wright, Inc. | 2,528 | $1.07M | 0.72% | −32−1.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2,533 | $1.07M | 1.22% | +2,533 | New |
| Carmel Capital Management L.L.C. | 2,539 | $1.07M | 0.40% | 00.0% | Unchanged |
| Kendall Capital Management | 2,539 | $1.07M | 0.31% | +375+17.3% | Added |
| Juncture Wealth Strategies, LLC | 2,541 | $1.07M | 0.40% | −163−6.0% | Reduced |
| Quest Partners LLC | 2,542 | $1.07M | 0.14% | −3,393−57.2% | Reduced |
| Lifelong Wealth Advisors, Inc. | 2,543 | $1.07M | 0.48% | +2,543 | New |
| Axim Planning & Wealth | 2,544 | $1.07M | 1.14% | −15−0.6% | Reduced |
| Williams & Novak, LLC | 2,546 | $1.07M | 1.03% | −27−1.0% | Reduced |
| Stevard, LLC | 2,547 | $1.07M | 4.01% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 8,550 | $1.07M | 1.82% | +4,508+111.5% | Added |
| Instrumental Wealth, LLC | 2,634 | $1.08M | 1.02% | −12−0.5% | Reduced |
| TPG Financial Advisors, LLC | 2,555 | $1.08M | 0.47% | −67−2.6% | Reduced |
| McMill Wealth Management | 2,557 | $1.08M | 0.44% | +2,557 | New |
| Tableaux LLC | 2,560 | $1.08M | 0.89% | +2,560 | New |
| Chris Bulman Inc | 2,564 | $1.08M | 0.69% | −43−1.6% | Reduced |
| Sharp Financial Services, LLC | 2,566 | $1.08M | 0.82% | +157+6.5% | Added |
| Lloyd Advisory Services, LLC. | 2,567 | $1.08M | 0.51% | −195−7.1% | Reduced |