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 |
|---|---|---|---|---|---|
| American Capital Advisory, LLC | 2,570 | $1.08M | 0.60% | −3−0.1% | Reduced |
| DORVAL Corp | 2,573 | $1.08M | 0.43% | −94−3.5% | Reduced |
| Sound Stewardship, LLC | 2,575 | $1.09M | 0.64% | +390+17.8% | Added |
| Axiom Financial Strategies, LLC | 2,576 | $1.09M | 0.61% | +53+2.1% | Added |
| Noble Family Wealth, LLC | 2,556 | $1.09M | 0.30% | 00.0% | Unchanged |
| Inkwell Capital LLC | 2,576 | $1.09M | 1.16% | +2,576 | New |
| Holland Advisory Services, Inc. | 2,585 | $1.09M | 1.42% | −1,023−28.4% | Reduced |
| Provident Wealth Management, LLC | 2,587 | $1.09M | 0.36% | −72−2.7% | Reduced |
| Simplex Trading, LLC | 2,596 | $1.09M | 0.03% | −96,144−97.4% | Reduced |
| SwitchPoint Financial Planning, LLC | 2,597 | $1.09M | 1.05% | +2,597 | New |
| Gallacher Capital Management LLC | 2,599 | $1.10M | 0.54% | −243−8.6% | Reduced |
| McMahon Financial Advisors, LLC | 2,600 | $1.10M | 0.28% | −74−2.8% | Reduced |
| Glaxis Capital Management, LLC | 2,600 | $1.10M | 3.03% | 00.0% | Unchanged |
| Penobscot Wealth Management | 2,600 | $1.10M | 0.51% | +145+5.9% | Added |
| Financial Enhancement Group LLC | 2,630 | $1.10M | 0.17% | +626+31.2% | Added |
| Israel Discount Bank of New York | 2,607 | $1.10M | 0.80% | +74+2.9% | Added |
| Botty Investors LLC | 2,598 | $1.10M | 0.36% | +2+0.1% | Added |
| Joseph P. Lucia & Associates, LLC | 2,609 | $1.10M | 0.49% | +4+0.2% | Added |
| Oldfather Financial Services, LLC | 2,610 | $1.10M | 0.42% | +123+4.9% | Added |
| Joule Financial, LLC | 2,614 | $1.10M | 0.39% | −685−20.8% | Reduced |
| Ameraudi Asset Management, Inc. | 2,618 | $1.10M | 0.61% | 00.0% | Unchanged |
| RHS Financial, LLC | 2,623 | $1.11M | 0.57% | −65−2.4% | Reduced |
| Warburton Capital Management, LLC | 2,633 | $1.11M | 0.83% | +2,633 | New |
| Main Line Retirement Advisors, LLC | 2,633 | $1.11M | 0.73% | +17+0.6% | Added |
| Wealthcare Capital Management LLC | 2,634 | $1.11M | 0.11% | +93+3.7% | Added |
| Silverberg Bernstein Capital Management LLC | 2,642 | $1.11M | 0.98% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,645 | $1.12M | 0.28% | +71+2.8% | Added |
| Allie Family Office LLC | 2,661 | $1.12M | 0.62% | +371+16.2% | Added |
| Conestoga Capital Advisors, LLC | 2,662 | $1.12M | 0.01% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 2,662 | $1.12M | 0.89% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,663 | $1.12M | 0.33% | 00.0% | Unchanged |
| Silver Oak Wealth Advisors Services, LLC | 1,441 | $1.12M | 0.98% | +1,441 | New |
| 25 LLC | 2,667 | $1.12M | 0.48% | +231+9.5% | Added |
| Vision Financial Markets LLC | 2,675 | $1.13M | 1.22% | +2,675 | New |
| Signature Resources Capital Management, LLC | 2,679 | $1.13M | 1.01% | +10.0% | Added |
| Oberweis Asset Management Inc | 2,685 | $1.13M | 0.05% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,687 | $1.13M | 1.07% | +78+3.0% | Added |
| Severin Investments, LLC | 2,688 | $1.13M | 1.13% | +2,688 | New |
| Towneley Capital Management, Inc | 2,688 | $1.13M | 0.27% | +2,688 | New |
| Virtus ETF Advisers LLC | 2,693 | $1.14M | 0.46% | +611+29.3% | Added |
| AJ Advisors, LLC | 2,698 | $1.14M | 0.59% | +45+1.7% | Added |
| Discipline Wealth Solutions, LLC | 2,701 | $1.14M | 0.53% | +42+1.6% | Added |
| Objectivity Squared, LLC | 2,720 | $1.14M | 0.79% | +123+4.7% | Added |
| Cornerstone Planning Group LLC | 2,623 | $1.14M | 0.28% | −34−1.3% | Reduced |
| Boulder Wealth Advisors, LLC | 2,705 | $1.14M | 0.59% | +136+5.3% | Added |
| Columbia Advisory Partners LLC | 2,728 | $1.15M | 1.07% | −318−10.4% | Reduced |
| Bravias Capital Group, LLC | 2,771 | $1.15M | 0.93% | +2,771 | New |
| IVC Wealth Advisors LLC | 2,734 | $1.15M | 0.64% | −503−15.5% | Reduced |
| Trace Wealth Advisors, LLC | 2,735 | $1.15M | 1.03% | +2,735 | New |
| Stegent Equity Advisors, Inc. | 2,737 | $1.15M | 1.17% | +101+3.8% | Added |
| Red Mountain Financial, LLC | 2,739 | $1.15M | 1.24% | +38+1.4% | Added |
| Foundry Partners, LLC | 2,740 | $1.15M | 0.06% | +235+9.4% | Added |
| Seven Springs Wealth Group, LLC | 2,741 | $1.16M | 0.43% | +311+12.8% | Added |
| ODonnell Financial Services, LLC | 2,846 | $1.16M | 0.48% | +53+1.9% | Added |
| Clark & Stuart, Inc | 2,745 | $1.16M | 0.85% | +2,745 | New |
| Dakota Community Bank & Trust NA | 2,746 | $1.16M | 5.50% | +233+9.3% | Added |
| Lauterbach Financial Advisors, LLC | 2,750 | $1.16M | 0.70% | +71+2.7% | Added |
| Blankinship & Foster, LLC | 2,750 | $1.16M | 0.29% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,751 | $1.16M | 0.43% | +255+10.2% | Added |
| Better Money Decisions, LLC | 2,759 | $1.16M | 0.81% | +284+11.5% | Added |
| Keystone Financial Services | 2,763 | $1.16M | 0.45% | +49+1.8% | Added |
| Kickstand Ventures, LLC. | 2,763 | $1.16M | 0.30% | +447+19.3% | Added |
| Sugar Maple Asset Management, LLC | 2,766 | $1.17M | 0.89% | −161−5.5% | Reduced |
| Algebris (UK) Ltd | 2,865 | $1.17M | 0.29% | +2,865 | New |
| Cushing Capital Partners, LLC | 2,778 | $1.17M | 1.13% | +2,778 | New |
| Michael S. Ryan, Inc. | 2,779 | $1.17M | 0.80% | +135+5.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 2,781 | $1.17M | 0.81% | +2,781 | New |
| Optima Capital LLC | 2,785 | $1.17M | 0.81% | +2,785 | New |
| Waterford Advisors, LLC | 2,788 | $1.18M | 0.60% | +176+6.7% | Added |
| Revisor Wealth Management LLC | 2,797 | $1.18M | 1.08% | −1,555−35.7% | Reduced |
| MGO Private Wealth, LLC | 2,793 | $1.18M | 0.84% | −430−13.3% | Reduced |
| Leslie Global Wealth, LLC | 2,794 | $1.18M | 0.55% | +3+0.1% | Added |
| denkapparat Operations GmbH | 2,798 | $1.18M | 1.74% | +2,798 | New |
| APCM Wealth Management for Individuals | 2,800 | $1.18M | 0.18% | −22−0.8% | Reduced |
| Letson Investment Management, Inc. | 2,811 | $1.18M | 0.48% | +42+1.5% | Added |
| Richmond Investment Services, LLC | 2,816 | $1.19M | 0.67% | +2,816 | New |
| Wealth Management Nebraska | 2,825 | $1.19M | 0.19% | +2,825 | New |
| Planning Directions Inc | 2,834 | $1.19M | 0.69% | +106+3.9% | Added |
| Insight Wealth Partners, LLC | 2,835 | $1.19M | 0.76% | −1,870−39.7% | Reduced |
| Tranquilli Financial Advisor LLC | 2,838 | $1.20M | 0.76% | +119+4.4% | Added |
| Warner Financial, Inc | 2,842 | $1.20M | 0.51% | +75+2.7% | Added |
| Fortune 45 LLC | 2,850 | $1.20M | 0.78% | +185+6.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,858 | $1.20M | 0.27% | +407+16.6% | Added |
| Flower City Capital | 2,859 | $1.21M | 0.74% | −38−1.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 2,730 | $1.21M | 1.07% | −3,336−55.0% | Reduced |
| Vantage Point Financial LLC | 2,865 | $1.21M | 0.65% | +2,865 | New |
| Inspire Advisors, LLC | 2,875 | $1.21M | 0.15% | +117+4.2% | Added |
| Lionshead Wealth Management, LLC | 2,877 | $1.21M | 0.88% | +2,877 | New |
| Birmingham Capital Management Co Inc | 2,880 | $1.21M | 0.45% | −7−0.2% | Reduced |
| Richwood Investment Advisors, LLC | 2,884 | $1.22M | 1.01% | +225+8.5% | Added |
| Gimbal Financial | 2,891 | $1.22M | 1.00% | −121−4.0% | Reduced |
| North Berkeley Wealth Management, LLC | 2,894 | $1.22M | 1.24% | +2,894 | New |
| Winslow Asset Management Inc | 2,903 | $1.22M | 0.24% | −5−0.2% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 2,907 | $1.23M | 0.50% | −143−4.7% | Reduced |
| Client 1st Advisory Group, LLC | 2,908 | $1.23M | 0.47% | +194+7.1% | Added |
| Motiv8 Investments LLC | 2,911 | $1.23M | 0.86% | +802+38.0% | Added |
| Gray Private Wealth, LLC | 2,915 | $1.23M | 0.73% | −40−1.4% | Reduced |
| BHK Investment Advisors, LLC | 2,917 | $1.23M | 0.46% | −95−3.2% | Reduced |
| Dean Investment Associates, LLC | 2,922 | $1.23M | 0.18% | −94−3.1% | Reduced |
| Hobbs Wealth Management, LLC | 2,924 | $1.23M | 1.41% | +2,924 | New |