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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 175,591 | $74.0M | 3.21% | +9,765+5.9% | Added |
| Voleon Capital Management LP | 175,581 | $74.0M | 5.50% | +175,581 | New |
| Ossiam | 175,471 | $74.0M | 1.28% | −224,311−56.1% | Reduced |
| Cullinan Associates Inc | 175,128 | $73.8M | 4.74% | −21,056−10.7% | Reduced |
| Sabal Trust CO | 174,759 | $73.7M | 4.26% | −443−0.3% | Reduced |
| MMBG Investment Advisors Co. | 174,332 | $73.5M | 7.80% | −2,286−1.3% | Reduced |
| London & Capital Asset Management Ltd | 174,061 | $73.4M | 6.25% | −9,503−5.2% | Reduced |
| Meridian Wealth Management, LLC | 173,763 | $73.2M | 3.46% | +2,711+1.6% | Added |
| Corvex Management LP | 173,661 | $73.2M | 2.66% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 172,984 | $73.2M | 5.38% | +10,185+6.3% | Added |
| Spire Wealth Management | 173,351 | $73.1M | 2.27% | −1,556−0.9% | Reduced |
| Neville Rodie & Shaw Inc | 172,941 | $72.9M | 5.32% | +3,067+1.8% | Added |
| Diamond Hill Capital Management Inc | 172,477 | $72.7M | 0.32% | −500.0% | Reduced |
| Picton Mahoney Asset Management | 172,417 | $72.7M | 2.76% | +38,548+28.8% | Added |
| First Long Island Investors, LLC | 172,096 | $72.5M | 5.77% | −1,645−0.9% | Reduced |
| United Services Automobile Association | 171,841 | $72.4M | 2.36% | −544−0.3% | Reduced |
| Granite Investment Partners, LLC | 171,436 | $72.3M | 3.12% | −882−0.5% | Reduced |
| Callan Family Office, LLC | 171,343 | $72.2M | 4.59% | +147,786+627.4% | Added |
| Andra AP-fonden | 171,200 | $72.2M | 1.16% | −9,300−5.2% | Reduced |
| Foundations Investment Advisors, LLC | 170,860 | $72.0M | 1.39% | +27,765+19.4% | Added |
| TRB Advisors LP | 170,000 | $71.7M | 11.92% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 169,318 | $71.4M | 6.82% | +1,273+0.8% | Added |
| Boussard & Gavaudan Investment Management LLP | 167,756 | $71.3M | 5.96% | +167,756 | New |
| Eagle Global Advisors LLC | 168,943 | $71.2M | 2.92% | +3,086+1.9% | Added |
| Grimes & Company, Inc. | 168,563 | $71.0M | 2.05% | +408+0.2% | Added |
| Berkley W R Corp | 168,400 | $71.0M | 4.02% | +168,400 | New |
| Provident Investment Management, Inc. | 167,535 | $70.6M | 6.74% | −2,295−1.4% | Reduced |
| First National Bank of Omaha | 167,444 | $70.6M | 4.59% | −4,257−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 167,422 | $70.6M | 2.86% | +2,904+1.8% | Added |
| RDST Capital LLC | 167,220 | $70.5M | 10.00% | +66,495+66.0% | Added |
| Estabrook Capital Management | 167,087 | $70.4M | 10.86% | −2,822−1.7% | Reduced |
| Elequin Capital LP | 165,024 | $69.6M | 8.06% | +165,024 | New |
| Cornerstone Investment Partners, LLC | 164,768 | $69.4M | 3.45% | −543−0.3% | Reduced |
| Heritage Wealth Advisors | 164,753 | $69.4M | 3.44% | −5,102−3.0% | Reduced |
| Soltis Investment Advisors LLC | 164,300 | $69.3M | 6.42% | +18,010+12.3% | Added |
| Fairview Capital Investment Management, LLC | 163,867 | $69.1M | 3.58% | +1,275+0.8% | Added |
| Woodstock Corp | 163,172 | $68.8M | 6.63% | −279−0.2% | Reduced |
| Ulysses Management LLC | 162,754 | $68.6M | 15.94% | −246−0.2% | Reduced |
| Soma Equity Partners LP | 162,644 | $68.6M | 3.79% | −4,458−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 162,589 | $68.5M | 0.96% | +1,468+0.9% | Added |
| Compass Capital Management, Inc | 162,443 | $68.5M | 4.49% | −417−0.3% | Reduced |
| Rheos Capital Works Inc. | 162,300 | $68.4M | 3.79% | +1,000+0.6% | Added |
| Sumitomo Life Insurance Co | 161,701 | $68.2M | 1.29% | +6,426+4.1% | Added |
| Grassi Investment Management | 161,607 | $68.1M | 5.81% | −1,685−1.0% | Reduced |
| First Horizon Advisors, Inc. | 161,559 | $68.1M | 1.91% | +403+0.3% | Added |
| Alyeska Investment Group, L.P. | 161,192 | $67.9M | 0.26% | −572,915−78.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 161,117 | $67.9M | 1.70% | +3,793+2.4% | Added |
| Tower Bridge Advisors | 160,830 | $67.8M | 7.22% | −3,558−2.2% | Reduced |
| Univest Financial Corp | 160,123 | $67.5M | 4.26% | +7,374+4.8% | Added |
| Nixon Peabody Trust Co | 159,998 | $67.4M | 5.56% | +1,653+1.0% | Added |
| Independent Financial Group, LLC | 159,885 | $67.4M | 2.24% | +10,727+7.2% | Added |
| Patten & Patten Inc | 159,109 | $67.1M | 4.43% | −691−0.4% | Reduced |
| S&CO Inc | 158,764 | $66.9M | 4.54% | +2,053+1.3% | Added |
| Fort Sheridan Advisors LLC | 158,745 | $66.9M | 9.76% | +723+0.5% | Added |
| Cidel Asset Management Inc | 158,606 | $66.9M | 4.50% | +581+0.4% | Added |
| Wedge Capital Management L L P | 158,122 | $66.6M | 1.20% | +5,877+3.9% | Added |
| Narwhal Capital Management | 158,025 | $66.6M | 5.89% | −587−0.4% | Reduced |
| BLB&B Advisors, LLC | 158,019 | $66.6M | 3.40% | −705−0.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 157,969 | $66.6M | 4.79% | −2,036−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 157,915 | $66.6M | 2.22% | +33,500+26.9% | Added |
| Unigestion Holding SA | 157,220 | $66.2M | 3.81% | −32,387−17.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 157,045 | $66.2M | 7.30% | −1,782−1.1% | Reduced |
| Fishman Jay A Ltd | 156,928 | $66.1M | 6.20% | −480.0% | Reduced |
| Bard Financial Services, Inc. | 156,858 | $66.1M | 7.93% | −2,400−1.5% | Reduced |
| Sowell Financial Services LLC | 156,152 | $65.8M | 3.46% | +15,466+11.0% | Added |
| Nicholas Hoffman & Company, LLC. | 156,129 | $65.8M | 2.63% | −818−0.5% | Reduced |
| LGT Fund Management Co Ltd. | 155,416 | $65.5M | 5.73% | +19,427+14.3% | Added |
| Fernbridge Capital Management LP | 155,201 | $65.4M | 3.43% | +67,383+76.7% | Added |
| North Star Asset Management Inc | 155,046 | $65.4M | 2.89% | +125+0.1% | Added |
| Senator Investment Group LP | 155,000 | $65.3M | 1.92% | +30,000+24.0% | Added |
| Schonfeld Strategic Advisors LLC | 154,988 | $65.3M | 0.41% | +68,086+78.3% | Added |
| Fifth Third Wealth Advisors LLC | 154,901 | $65.3M | 3.54% | +13,352+9.4% | Added |
| Forbes J M & Co LLP | 154,812 | $65.3M | 6.28% | +281+0.2% | Added |
| Adell Harriman & Carpenter Inc | 153,678 | $64.8M | 4.51% | +842+0.6% | Added |
| Longbow Finance SA | 153,401 | $64.7M | 7.07% | −18,260−10.6% | Reduced |
| Ritholtz Wealth Management | 152,060 | $64.1M | 1.88% | +5,400+3.7% | Added |
| Dynamic Advisor Solutions LLC | 151,959 | $64.1M | 2.77% | −8,146−5.1% | Reduced |
| YHB Investment Advisors, Inc. | 151,446 | $63.8M | 5.24% | +2,740+1.8% | Added |
| Transform Wealth, LLC | 151,275 | $63.8M | 3.54% | +12,980+9.4% | Added |
| Pallas Capital Advisors LLC | 151,271 | $63.8M | 2.73% | −210.0% | Reduced |
| Trust Co of Toledo NA | 151,183 | $63.7M | 8.36% | +4,606+3.1% | Added |
| Principal Securities, Inc. | 150,417 | $63.4M | 1.43% | +13,862+10.2% | Added |
| M & L Capital Management Ltd | 150,200 | $63.3M | 15.47% | +150,200 | New |
| Academy Capital Management Inc | 150,017 | $63.2M | 10.33% | +437+0.3% | Added |
| Hollencrest Capital Management | 149,497 | $63.0M | 2.54% | +295+0.2% | Added |
| Sigma Planning Corp | 149,276 | $62.9M | 1.98% | −9,785−6.2% | Reduced |
| Act Two Investors LLC | 148,689 | $62.7M | 12.21% | −2,154−1.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 153,700 | $62.6M | 7.80% | −8,000−4.9% | Reduced |
| Global Retirement Partners, LLC | 148,268 | $62.5M | 1.79% | +2,349+1.6% | Added |
| Nellore Capital Management LLC | 148,200 | $62.5M | 8.16% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 147,855 | $62.3M | 0.70% | +4,409+3.1% | Added |
| Madison Investment Advisors, LLC | 147,855 | $62.3M | 0.70% | +147,855 | New |
| Baskin Financial Services Inc. | 147,802 | $62.3M | 4.95% | −716−0.5% | Reduced |
| Marex Group plc | 147,795 | $62.3M | 1.06% | +22,713+18.2% | Added |
| Mizuho Markets Americas LLC | 147,500 | $62.2M | 1.19% | +147,500 | New |
| Cyndeo Wealth Partners, LLC | 147,453 | $62.2M | 4.20% | +2,314+1.6% | Added |
| Meeder Advisory Services, Inc. | 147,421 | $62.1M | 3.88% | +3,451+2.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 147,132 | $62.0M | 4.33% | +30,502+26.2% | Added |
| Osborne Partners Capital Management, LLC | 146,778 | $61.9M | 3.58% | +6,581+4.7% | Added |
| China Universal Asset Management Co., Ltd. | 146,705 | $61.8M | 5.79% | +14,778+11.2% | Added |