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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 146,598 | $61.8M | 4.53% | −5,479−3.6% | Reduced |
| FRG Family Wealth Advisors LLC | 146,021 | $61.5M | 11.17% | −8,623−5.6% | Reduced |
| Davidson Kempner Capital Management LP | 145,921 | $61.5M | 1.08% | +95,921+191.8% | Added |
| Tran Capital Management, L.P. | 145,213 | $61.2M | 6.94% | −6,151−4.1% | Reduced |
| HS Management Partners, LLC | 145,038 | $61.1M | 4.20% | −26,290−15.3% | Reduced |
| Montag A & Associates Inc | 144,747 | $61.0M | 2.90% | +463+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 143,613 | $60.5M | 4.00% | −3,315−2.3% | Reduced |
| Roundview Capital LLC | 143,442 | $60.5M | 4.22% | +1,420+1.0% | Added |
| Colonial Trust Advisors | 142,802 | $60.2M | 5.33% | −6,255−4.2% | Reduced |
| Boston Common Asset Management, LLC | 142,686 | $60.1M | 1.75% | +10,539+8.0% | Added |
| Northeast Financial Consultants Inc | 142,637 | $60.1M | 2.54% | +838+0.6% | Added |
| Palisade Asset Management, LLC | 142,234 | $60.0M | 6.08% | −412−0.3% | Reduced |
| Level Four Advisory Services, LLC | 141,959 | $59.8M | 2.45% | +2,851+2.0% | Added |
| Bellevue Asset Management, LLC | 141,785 | $59.8M | 30.85% | −210.0% | Reduced |
| DuPont Capital Management Corp | 141,720 | $59.7M | 5.57% | 00.0% | Unchanged |
| Summitry LLC | 141,384 | $59.6M | 2.92% | +2,413+1.7% | Added |
| Matrix Asset Advisors Inc | 141,099 | $59.5M | 6.50% | −116−0.1% | Reduced |
| Smith Group Asset Management, LLC | 140,962 | $59.4M | 4.38% | +645+0.5% | Added |
| Van Hulzen Asset Management, LLC | 140,920 | $59.4M | 4.34% | +1,017+0.7% | Added |
| Dnca Finance | 140,850 | $59.4M | 4.62% | +12,906+10.1% | Added |
| Richard Bernstein Advisors LLC | 140,713 | $59.3M | 1.34% | −5,076−3.5% | Reduced |
| Levin Capital Strategies, L.P. | 140,686 | $59.3M | 5.66% | +2,033+1.5% | Added |
| NorthRock Partners, LLC | 140,684 | $59.3M | 1.93% | −4,077−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 140,660 | $59.3M | 2.46% | −7,862−5.3% | Reduced |
| Destination Wealth Management | 140,596 | $59.3M | 1.85% | −975−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 139,394 | $58.8M | 3.77% | +278+0.2% | Added |
| Oak Associates, Ltd | 138,896 | $58.5M | 4.04% | +22,034+18.9% | Added |
| Wendell David Associates Inc | 138,836 | $58.5M | 5.79% | −521−0.4% | Reduced |
| Baxter Bros Inc | 138,091 | $58.2M | 7.61% | −2,365−1.7% | Reduced |
| Guardian Capital LP | 137,881 | $58.1M | 2.16% | +1,375+1.0% | Added |
| Albion Financial Group | 137,596 | $58.0M | 3.97% | −1,838−1.3% | Reduced |
| Hemenway Trust Co LLC | 137,499 | $58.0M | 4.70% | +3,369+2.5% | Added |
| Petrus Trust Company, LTA | 136,826 | $57.7M | 5.58% | +4,720+3.6% | Added |
| Atlantic Union Bankshares Corp | 136,819 | $57.7M | 3.36% | −952−0.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 136,679 | $57.6M | 2.51% | +2,086+1.5% | Added |
| V-Square Quantitative Management LLC | 136,088 | $57.4M | 8.13% | +5,057+3.9% | Added |
| DDD Partners, LLC | 136,086 | $57.4M | 7.05% | −13,151−8.8% | Reduced |
| Everence Capital Management Inc | 135,978 | $57.3M | 3.72% | −880−0.6% | Reduced |
| Sawgrass Asset Management LLC | 135,957 | $57.3M | 6.29% | −10,131−6.9% | Reduced |
| Boston Family Office LLC | 135,308 | $57.0M | 3.92% | +526+0.4% | Added |
| BancorpSouth Bank | 135,200 | $57.0M | 3.86% | +6,584+5.1% | Added |
| Jackson Wealth Management, LLC | 134,908 | $56.9M | 6.45% | +1,746+1.3% | Added |
| New Age Alpha Advisors, LLC | 134,786 | $56.8M | 2.30% | +109,727+437.9% | Added |
| Hoey Investments, Inc | 134,519 | $56.7M | 9.65% | −9,208−6.4% | Reduced |
| Tairen Capital Ltd | 134,100 | $56.5M | 8.31% | +134,100 | New |
| Beaumont Financial Advisors, LLC | 134,074 | $56.5M | 4.24% | +1,668+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 133,703 | $56.4M | 5.11% | −1,110−0.8% | Reduced |
| Alps Advisors Inc | 133,002 | $56.1M | 0.35% | +2,422+1.9% | Added |
| Burns J W & Co Inc | 132,982 | $56.1M | 7.16% | −1,814−1.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 132,356 | $55.8M | 4.76% | +339+0.3% | Added |
| Caisse des Depots Et Consignations | 132,213 | $55.7M | 2.74% | +132,213 | New |
| Twin Capital Management Inc | 131,973 | $55.6M | 6.09% | +4,437+3.5% | Added |
| Sonora Investment Management Group, LLC | 131,830 | $55.6M | 4.26% | −81−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 131,808 | $55.6M | 0.12% | +54,868+71.3% | Added |
| Buckingham Strategic Partners | 131,683 | $55.5M | 0.94% | +38,516+41.3% | Added |
| Ashton Thomas Private Wealth, LLC | 130,777 | $55.1M | 2.15% | +10,425+8.7% | Added |
| Summit Financial, LLC | 130,425 | $55.0M | 1.93% | +11,523+9.7% | Added |
| Amica Mutual Insurance Co | 130,390 | $55.0M | 5.63% | −6,664−4.9% | Reduced |
| Thoroughbred Financial Services, LLC | 130,237 | $54.9M | 3.35% | −1,204−0.9% | Reduced |
| Bank of Hawaii | 129,844 | $54.7M | 3.03% | −2,518−1.9% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $54.7M | 2.10% | 00.0% | Unchanged |
| Main Street Research LLC | 129,762 | $54.7M | 3.41% | +4,339+3.5% | Added |
| We Are One Seven, LLC | 129,499 | $54.6M | 2.10% | +14,956+13.1% | Added |
| Equitable Trust Co | 129,455 | $54.6M | 3.05% | +8,480+7.0% | Added |
| Grace & Mercy Foundation, Inc. | 129,230 | $54.5M | 12.26% | 00.0% | Unchanged |
| Private Advisory Group LLC | 128,881 | $54.3M | 6.09% | +11,884+10.2% | Added |
| Martingale Asset Management L P | 128,826 | $54.3M | 1.32% | −2,562−1.9% | Reduced |
| Burney Co | 128,564 | $54.2M | 1.91% | −617−0.5% | Reduced |
| Van Cleef Asset Management,Inc | 128,363 | $54.1M | 5.93% | +357+0.3% | Added |
| Ariel Investments, LLC | 127,903 | $53.9M | 0.58% | −90,085−41.3% | Reduced |
| Freestone Grove Partners LP | 127,817 | $53.9M | 0.66% | +127,817 | New |
| Stonebridge Capital Advisors LLC | 127,785 | $53.9M | 4.33% | +982+0.8% | Added |
| Gillespie Robinson & Grimm Inc | 127,753 | $53.8M | 4.22% | +1,976+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 127,174 | $53.6M | 1.91% | +6,953+5.8% | Added |
| Junto Capital Management LP | 126,861 | $53.5M | 1.07% | +126,861 | New |
| Night Owl Capital Management, LLC | 126,722 | $53.4M | 6.90% | +3,376+2.7% | Added |
| Gamco Investors, Inc. Et Al | 126,565 | $53.3M | 0.56% | −3,350−2.6% | Reduced |
| PFG Investments, LLC | 125,785 | $53.0M | 3.30% | +3,037+2.5% | Added |
| Ledyard National Bank | 125,493 | $52.9M | 4.98% | −2,205−1.7% | Reduced |
| Hilltop Holdings Inc. | 125,351 | $52.8M | 3.34% | +5,222+4.3% | Added |
| Auto-Owners Insurance Co | 124,945 | $52.7M | 1.20% | +17,400+16.2% | Added |
| Cornerstone Capital, Inc. | 124,686 | $52.6M | 5.53% | −10,870−8.0% | Reduced |
| Pittenger & Anderson Inc | 124,412 | $52.4M | 1.90% | −1,875−1.5% | Reduced |
| Cobblestone Capital Advisors LLC | 124,358 | $52.4M | 2.86% | −540.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 124,243 | $52.4M | 2.69% | +914+0.7% | Added |
| Kimelman & Baird, LLC | 124,220 | $52.4M | 4.16% | −850−0.7% | Reduced |
| Petredis Investment Advisors LLC | 123,853 | $52.2M | 5.39% | −3,317−2.6% | Reduced |
| Founders Capital Management, LLC | 123,812 | $52.2M | 9.15% | +200+0.2% | Added |
| Morningstar Investment Management LLC | 123,508 | $52.1M | 4.10% | +32,237+35.3% | Added |
| Callahan Advisors, LLC | 123,014 | $51.9M | 4.88% | +6,953+6.0% | Added |
| Procyon Private Wealth Partners, LLC | 122,975 | $51.8M | 3.31% | +954+0.8% | Added |
| Delta Global Management LP | 122,871 | $51.8M | 4.29% | −82,923−40.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 122,823 | $51.8M | 1.60% | +13,621+12.5% | Added |
| KMG Fiduciary Partners, LLC | 122,752 | $51.7M | 4.28% | +1,656+1.4% | Added |
| Papp L Roy & Associates | 121,684 | $51.3M | 5.99% | −482−0.4% | Reduced |
| Trust Co of Virginia | 121,587 | $51.2M | 4.73% | −870−0.7% | Reduced |
| Strategy Capital LLC | 121,444 | $51.2M | 4.16% | −4,236−3.4% | Reduced |
| Eagle Ridge Investment Management | 121,281 | $51.1M | 4.46% | −1,405−1.1% | Reduced |
| Tompkins Financial Corp | 121,063 | $51.0M | 4.75% | +10,653+9.6% | Added |
| IHT Wealth Management, LLC | 120,895 | $51.0M | 1.64% | −17,347−12.5% | Reduced |