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 |
|---|---|---|---|---|---|
| True Blue (BVI) Ltd | 135,620 | $50.9M | 31.36% | +135,620 | New |
| Frank, Rimerman Advisors LLC | 120,380 | $50.7M | 3.68% | −13,330−10.0% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 120,114 | $50.6M | 12.21% | −73,547−38.0% | Reduced |
| Waycross Partners, LLC | 119,931 | $50.6M | 6.55% | +2,187+1.9% | Added |
| Greenbrier Partners Capital Management, LLC | 119,843 | $50.5M | 3.66% | 00.0% | Unchanged |
| Coerente Capital Management | 119,809 | $50.5M | 9.42% | −387−0.3% | Reduced |
| Constitution Capital LLC | 119,658 | $50.4M | 28.30% | −3,256−2.6% | Reduced |
| Appleton Partners Inc | 119,614 | $50.4M | 3.73% | +238+0.2% | Added |
| Novare Capital Management LLC | 119,604 | $50.4M | 4.25% | −692−0.6% | Reduced |
| Farther Finance Advisors, LLC | 118,746 | $50.1M | 1.81% | −15,196−11.3% | Reduced |
| TD Private Client Wealth LLC | 118,739 | $50.0M | 1.40% | −6,235−5.0% | Reduced |
| Suvretta Capital Management, LLC | 118,397 | $49.9M | 1.85% | +21,871+22.7% | Added |
| Matthew Goff Investment Advisor, LLC | 118,259 | $49.8M | 9.27% | −190−0.2% | Reduced |
| Ratan Capital Management LP | 118,155 | $49.8M | 7.64% | +50,000+73.4% | Added |
| Carret Asset Management, LLC | 117,977 | $49.7M | 5.45% | −1,723−1.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 117,900 | $49.7M | 6.04% | −1,600−1.3% | Reduced |
| Rollins Financial Advisors, LLC | 117,614 | $49.6M | 7.74% | −1,160−1.0% | Reduced |
| Avala Global LP | 117,397 | $49.5M | 3.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 117,366 | $49.5M | 1.91% | +596+0.5% | Added |
| Spinnaker Trust | 117,248 | $49.4M | 3.12% | +288+0.2% | Added |
| GW Henssler & Associates Ltd | 114,584 | $49.3M | 2.83% | −1,096−0.9% | Reduced |
| Financial Advocates Investment Management | 116,422 | $49.1M | 2.80% | −3,774−3.1% | Reduced |
| J.W. Cole Advisors, Inc. | 116,404 | $49.1M | 1.98% | +1,466+1.3% | Added |
| Auxano Advisors, LLC | 116,339 | $49.0M | 12.36% | +5,353+4.8% | Added |
| Change Path, LLC | 115,636 | $48.7M | 1.49% | +20,071+21.0% | Added |
| Capital Analysts, LLC | 115,631 | $48.7M | 1.96% | +4,643+4.2% | Added |
| GAMMA Investing LLC | 115,610 | $48.7M | 4.15% | +13,207+12.9% | Added |
| Stillwater Capital Advisors, LLC | 115,372 | $48.6M | 6.01% | +130.0% | Added |
| Heritage Trust Co | 115,278 | $48.6M | 5.72% | +115,278 | New |
| Kiley Juergens Wealth Management, LLC | 114,717 | $48.4M | 12.11% | −187−0.2% | Reduced |
| Capital Investment Services of America, Inc. | 114,178 | $48.1M | 4.59% | +440.0% | Added |
| Manitou Investment Management Ltd. | 113,838 | $48.0M | 9.48% | −2,106−1.8% | Reduced |
| Chescapmanager LLC | 113,392 | $47.8M | 8.70% | −20,000−15.0% | Reduced |
| Anderson Hoagland & Co | 111,317 | $47.8M | 4.91% | −5,354−4.6% | Reduced |
| Alerus Financial NA | 113,032 | $47.6M | 3.65% | −5,156−4.4% | Reduced |
| CBOE Vest Financial, LLC | 112,951 | $47.6M | 0.84% | +19,137+20.4% | Added |
| Garde Capital, Inc. | 112,874 | $47.6M | 3.14% | −2,474−2.1% | Reduced |
| King Wealth | 112,464 | $47.4M | 6.91% | +1,963+1.8% | Added |
| Washington Trust Bank | 112,277 | $47.3M | 4.55% | +2,859+2.6% | Added |
| Shufro Rose & Co LLC | 112,171 | $47.3M | 3.69% | −2,019−1.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 111,856 | $47.1M | 8.77% | −434−0.4% | Reduced |
| Wilsey Asset Management Inc | 111,429 | $47.0M | 8.71% | +540.0% | Added |
| Fidelis Capital Partners, LLC | 114,183 | $46.9M | 4.69% | +11,973+11.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 111,168 | $46.9M | 3.65% | +2,205+2.0% | Added |
| Linscomb & Williams, Inc. | 110,959 | $46.8M | 2.33% | +4,293+4.0% | Added |
| Schnieders Capital Management LLC | 110,380 | $46.5M | 9.22% | −742−0.7% | Reduced |
| Willis Investment Counsel | 110,288 | $46.5M | 3.05% | +2,983+2.8% | Added |
| MUFG Securities Americas Inc. | 109,751 | $46.3M | 5.86% | +109,751 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,715 | $46.2M | 4.86% | −751−0.7% | Reduced |
| Quattro Financial Advisors LLC | 105,020 | $46.2M | 12.01% | +9,973+10.5% | Added |
| 180 Wealth Advisors, LLC | 109,345 | $46.1M | 7.22% | −523−0.5% | Reduced |
| Terry L. Blaker | 109,170 | $46.0M | 1.77% | +9,320+9.3% | Added |
| Bensler, LLC | 109,101 | $46.0M | 5.47% | +10,252+10.4% | Added |
| Annex Advisory Services, LLC | 108,960 | $45.9M | 1.38% | +41,125+60.6% | Added |
| Circle Wealth Management, LLC | 108,907 | $45.9M | 0.98% | −1,049−1.0% | Reduced |
| Principle Wealth Partners LLC | 108,725 | $45.8M | 3.22% | −357−0.3% | Reduced |
| FourThought Financial Partners, LLC | 108,627 | $45.8M | 4.76% | +3,734+3.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 108,365 | $45.7M | 0.11% | +6,983+6.9% | Added |
| Greenwood Gearhart Inc | 108,273 | $45.6M | 3.15% | +5,578+5.4% | Added |
| Quest Investment Management LLC | 108,269 | $45.6M | 5.30% | −17,710−14.1% | Reduced |
| Kadensa Capital Ltd | 108,268 | $45.6M | 5.54% | +7,515+7.5% | Added |
| Churchill Management Corp | 108,264 | $45.6M | 0.50% | +850+0.8% | Added |
| Wellington Shields Capital Management, LLC | 444,598 | $45.6M | 8.07% | +332,981+298.3% | Added |
| C Partners Holding GmbH | 107,892 | $45.5M | 11.35% | +72,769+207.2% | Added |
| Twin Tree Management, LP | 107,763 | $45.4M | 1.10% | +18,466+20.7% | Added |
| Evoke Wealth, LLC | 107,674 | $45.4M | 1.26% | +1,905+1.8% | Added |
| Anatole Investment Management Ltd | 107,649 | $45.4M | 20.91% | +107,649 | New |
| TCG Advisory Services, LLC | 107,616 | $45.4M | 1.91% | +2,295+2.2% | Added |
| Atika Capital Management LLC | 107,500 | $45.3M | 5.87% | 00.0% | Unchanged |
| PEAK6 LLC | 107,383 | $45.3M | 1.78% | +107,383 | New |
| Amussen Hunsaker Associates LLC | 107,174 | $45.2M | 6.37% | +1,074+1.0% | Added |
| One Wealth Capital Management, LLC | 107,122 | $45.2M | 22.90% | +107,122 | New |
| Lombard Odier Asset Management (Europe) Ltd | 106,779 | $45.0M | 2.90% | −44,496−29.4% | Reduced |
| Moran Wealth Management, LLC | 106,516 | $44.9M | 1.43% | −391−0.4% | Reduced |
| Capital Markets Trading UK LLP | 106,005 | $44.7M | 26.49% | +98,407+1,295.2% | Added |
| TenCore Partners, LP | 105,941 | $44.7M | 22.03% | −2,000−1.9% | Reduced |
| Orion Investment Co | 105,914 | $44.6M | 17.90% | +297+0.3% | Added |
| Chicago Partners Investment Group LLC | 105,099 | $44.6M | 1.48% | +13,081+14.2% | Added |
| Essex Financial Services, Inc. | 105,855 | $44.6M | 3.15% | +451+0.4% | Added |
| Kennedy Capital Management, Inc. | 105,842 | $44.6M | 0.99% | −6,857−6.1% | Reduced |
| Davy Global Fund Management Ltd | 105,750 | $44.6M | 5.26% | −542−0.5% | Reduced |
| Cooperman Leon G | 105,705 | $44.6M | 1.69% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 105,645 | $44.5M | 4.64% | +911+0.9% | Added |
| Lynch & Associates | 105,589 | $44.5M | 9.66% | −590−0.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 105,544 | $44.5M | 0.70% | +3,554+3.5% | Added |
| BTC Capital Management, Inc. | 104,745 | $44.1M | 4.09% | −1,212−1.1% | Reduced |
| German American Bancorp, Inc. | 104,518 | $44.1M | 4.61% | +676+0.7% | Added |
| WestEnd Advisors, LLC | 104,187 | $43.9M | 1.12% | +5,531+5.6% | Added |
| Modern Wealth Management, LLC | 103,992 | $43.8M | 1.64% | +72,013+225.2% | Added |
| Glenview Capital Management, LLC | 103,649 | $43.7M | 1.10% | +103,649 | New |
| Mirabella Financial Services LLP | 103,452 | $43.6M | 3.98% | +88,753+603.8% | Added |
| Weatherly Asset Management L. P. | 103,293 | $43.5M | 3.86% | −150.0% | Reduced |
| Ceredex Value Advisors LLC | 103,222 | $43.5M | 0.88% | +103,222 | New |
| Anchor Investment Management, LLC | 103,217 | $43.5M | 4.06% | +2,128+2.1% | Added |
| Clarkston Capital Partners, LLC | 103,118 | $43.5M | 0.83% | −2,124−2.0% | Reduced |
| Capco Asset Management, LLC | 102,585 | $43.2M | 9.72% | −1,632−1.6% | Reduced |
| Auxier Asset Management | 102,313 | $43.1M | 6.68% | −3,122−3.0% | Reduced |
| Archon Partners LLC | 102,000 | $43.0M | 5.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 101,906 | $43.0M | 3.40% | +297+0.3% | Added |
| WMS Partners, LLC | 101,575 | $42.8M | 2.40% | +1,518+1.5% | Added |