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 National Bank | 101,094 | $42.6M | 4.76% | +2,096+2.1% | Added |
| United Asset Strategies, Inc. | 101,024 | $42.6M | 3.91% | +1,847+1.9% | Added |
| Western Wealth Management, LLC | 100,655 | $42.4M | 2.27% | +5,742+6.0% | Added |
| Visionary Wealth Advisors | 100,488 | $42.4M | 2.48% | +6,254+6.6% | Added |
| Wedmont Private Capital | 100,883 | $42.3M | 2.23% | +9,681+10.6% | Added |
| Fiduciary Alliance LLC | 100,252 | $42.3M | 4.27% | +12,270+13.9% | Added |
| Valiant Capital Management, L.P. | 100,195 | $42.2M | 5.65% | 00.0% | Unchanged |
| Pitcairn Co | 99,872 | $42.1M | 2.49% | −1,829−1.8% | Reduced |
| Dock Street Asset Management Inc | 99,673 | $42.0M | 5.03% | +1,805+1.8% | Added |
| Wim Investment Management Ltd | 99,241 | $41.8M | 14.37% | −11,000−10.0% | Reduced |
| Simmons Bank | 99,160 | $41.8M | 3.06% | −1,670−1.7% | Reduced |
| Blue Chip Partners, Inc. | 99,160 | $41.8M | 3.59% | +2,277+2.4% | Added |
| Venturi Wealth Management, LLC | 98,653 | $41.6M | 2.05% | +8,364+9.3% | Added |
| Ronald Blue Trust, Inc. | 98,512 | $41.5M | 0.53% | −19,721−16.7% | Reduced |
| North Star Investment Management Corp. | 98,415 | $41.5M | 2.89% | −90−0.1% | Reduced |
| Bath Savings Trust Co | 98,329 | $41.4M | 4.21% | −344−0.3% | Reduced |
| Integrated Advisors Network LLC | 98,223 | $41.4M | 1.99% | −989−1.0% | Reduced |
| Addenda Capital Inc. | 98,131 | $41.4M | 1.46% | +1,573+1.6% | Added |
| Renaissance Group LLC | 97,830 | $41.2M | 1.71% | −1,766−1.8% | Reduced |
| Milestones Administradora de Recursos Ltda. | 97,792 | $41.2M | 20.96% | −23,305−19.2% | Reduced |
| Denali Advisors LLC | 97,617 | $41.1M | 4.31% | −548−0.6% | Reduced |
| Qube Research & Technologies Ltd | 97,517 | $41.1M | 0.07% | −1,686,562−94.5% | Reduced |
| Cat Rock Capital Management LP | 97,125 | $40.9M | 5.35% | −13,600−12.3% | Reduced |
| Silicon Valley Capital Partners | 97,071 | $40.9M | 4.56% | +4,419+4.8% | Added |
| Coastline Trust Co | 97,031 | $40.9M | 4.79% | −1,282−1.3% | Reduced |
| Connors Investor Services Inc | 97,012 | $40.9M | 3.83% | −2,758−2.8% | Reduced |
| Lakeside Advisors, INC. | 97,002 | $40.9M | 27.05% | −3,537−3.5% | Reduced |
| Joel Isaacson & Co., LLC | 96,793 | $40.8M | 1.84% | +1,562+1.6% | Added |
| Zweig-DiMenna Associates LLC | 96,728 | $40.8M | 3.44% | −1,100−1.1% | Reduced |
| AlTi Global, Inc. | 96,122 | $40.7M | 0.98% | −1,293−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 98,947 | $40.6M | 3.36% | +24,693+33.3% | Added |
| Waratah Capital Advisors Ltd. | 96,246 | $40.6M | 2.27% | +70,510+274.0% | Added |
| Columbia Asset Management | 96,208 | $40.6M | 7.75% | −1,673−1.7% | Reduced |
| Armistice Capital, LLC | 95,966 | $40.4M | 0.94% | +48,001+100.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 95,860 | $40.4M | 4.44% | −10,721−10.1% | Reduced |
| Wallington Asset Management, LLC | 95,705 | $40.3M | 5.83% | −1,318−1.4% | Reduced |
| CSM Advisors, LLC | 95,691 | $40.3M | 1.89% | −3,027−3.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 95,642 | $40.3M | 4.22% | −4,678−4.7% | Reduced |
| Belmont Capital, LLC | 95,438 | $40.2M | 6.54% | −14,893−13.5% | Reduced |
| Cubist Systematic Strategies, LLC | 95,295 | $40.2M | 0.65% | −67,357−41.4% | Reduced |
| Blue Fin Capital, Inc. | 95,112 | $40.1M | 7.39% | +948+1.0% | Added |
| Ascent Group, LLC | 95,104 | $40.1M | 3.01% | +3,952+4.3% | Added |
| Polaris Capital Management, LLC | 94,826 | $40.0M | 1.93% | −6,800−6.7% | Reduced |
| Jacobs & Co | 94,719 | $39.9M | 4.06% | −1,302−1.4% | Reduced |
| Barlow Wealth Partners, Inc. | 93,627 | $39.9M | 5.05% | +1,499+1.6% | Added |
| Rossmore Private Capital | 94,410 | $39.8M | 4.92% | −203−0.2% | Reduced |
| Country Club Bank | 93,618 | $39.8M | 2.66% | +148+0.2% | Added |
| RWWM, Inc. | 94,292 | $39.7M | 3.63% | −906−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 93,654 | $39.5M | 1.10% | −1,286−1.4% | Reduced |
| Groupe des Assurances du Credit Mutuel | 93,600 | $39.5M | 10.40% | +93,600 | New |
| Fiduciary Group LLC | 93,500 | $39.4M | 3.95% | −1,102−1.2% | Reduced |
| SlateStone Wealth, LLC | 93,462 | $39.4M | 3.86% | +2,235+2.4% | Added |
| Leonteq Securities AG | 93,409 | $39.4M | 3.88% | +14,729+18.7% | Added |
| Clare Market Investments LLC | 93,388 | $39.4M | 9.34% | −320.0% | Reduced |
| Leavell Investment Management, Inc. | 93,141 | $39.3M | 1.92% | +1,899+2.1% | Added |
| Transcend Wealth Collective, LLC | 92,841 | $39.1M | 2.82% | −10,675−10.3% | Reduced |
| First American Trust, FSB | 92,633 | $39.0M | 3.90% | −548−0.6% | Reduced |
| Waldron Private Wealth LLC | 92,534 | $39.0M | 1.57% | +616+0.7% | Added |
| Hartline Investment Corp | 92,374 | $38.9M | 4.47% | −4,216−4.4% | Reduced |
| Mather Group, LLC. | 92,314 | $38.9M | 0.50% | +258+0.3% | Added |
| Resources Management Corp | 92,249 | $38.9M | 5.31% | −1,503−1.6% | Reduced |
| Diversify Advisory Services, LLC | 92,795 | $38.9M | 2.14% | +1,293+1.4% | Added |
| Jag Capital Management, LLC | 92,221 | $38.9M | 5.43% | −20,549−18.2% | Reduced |
| Harbor Investment Advisory, LLC | 145,914 | $38.9M | 3.64% | +747+0.5% | Added |
| Merriman Wealth Management, LLC | 92,179 | $38.9M | 1.62% | +930+1.0% | Added |
| Pictet North America Advisors SA | 92,592 | $38.9M | 3.69% | −2,107−2.2% | Reduced |
| Smithfield Trust Co | 92,161 | $38.8M | 1.93% | −131−0.1% | Reduced |
| IFP Advisors, Inc | 91,951 | $38.8M | 1.27% | +14,637+18.9% | Added |
| Dash Acquisitions Inc. | 86,580 | $38.7M | 8.24% | +1,432+1.7% | Added |
| GTS Securities LLC | 91,811 | $38.7M | 1.88% | −241,470−72.5% | Reduced |
| Overbrook Management Corp | 91,681 | $38.6M | 8.32% | −193−0.2% | Reduced |
| Sora Investors LLC | 91,673 | $38.6M | 4.29% | +31,673+52.8% | Added |
| CapWealth Advisors, LLC | 91,469 | $38.6M | 4.25% | −1,567−1.7% | Reduced |
| Managed Asset Portfolios, LLC | 91,299 | $38.5M | 5.70% | −1,385−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 91,230 | $38.5M | 2.87% | +15,212+20.0% | Added |
| Knollwood Investment Advisory, LLC | 91,105 | $38.4M | 4.02% | +690+0.8% | Added |
| International Assets Investment Management, LLC | 91,657 | $38.4M | 3.21% | −38,409,988−99.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 90,903 | $38.3M | 6.68% | +90,903 | New |
| Sagespring Wealth Partners, LLC | 90,762 | $38.3M | 1.01% | +90,762 | New |
| Pine Valley Investments Ltd Liability Co | 90,727 | $38.2M | 2.50% | +7,919+9.6% | Added |
| Exor Capital LLP | 90,526 | $38.2M | 1.02% | −14,564−13.9% | Reduced |
| Ironwood Investment Counsel, LLC | 90,525 | $38.2M | 6.53% | +70.0% | Added |
| Sound View Wealth Advisors Group, LLC | 90,318 | $38.1M | 3.07% | +3,337+3.8% | Added |
| Gladstone Institutional Advisory LLC | 90,230 | $38.0M | 1.76% | +6,030+7.2% | Added |
| Vantage Investment Partners, LLC | 90,170 | $38.0M | 3.31% | −695−0.8% | Reduced |
| Bell Asset Management Ltd | 89,985 | $37.9M | 6.91% | −400−0.4% | Reduced |
| Clough Capital Partners L P | 89,730 | $37.8M | 4.33% | −25,218−21.9% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $37.8M | 3.08% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 89,465 | $37.7M | 5.29% | −1,911−2.1% | Reduced |
| Hunter Associates Investment Management LLC | 89,430 | $37.7M | 5.74% | −507−0.6% | Reduced |
| Covington Investment Advisors Inc. | 89,325 | $37.6M | 5.65% | +797+0.9% | Added |
| Invictus Private Wealth, LLC | 89,237 | $37.6M | 2.86% | −1,340−1.5% | Reduced |
| RAM Investment Partners, LLC | 88,971 | $37.5M | 9.22% | +4,919+5.9% | Added |
| TruWealth Advisors, LLC | 88,940 | $37.5M | 2.26% | +1,734+2.0% | Added |
| Absher Wealth Management, LLC | 88,813 | $37.4M | 4.90% | +1,275+1.5% | Added |
| Arkadios Wealth Advisors | 88,765 | $37.4M | 2.04% | +3,590+4.2% | Added |
| LaFleur & Godfrey LLC | 88,573 | $37.3M | 5.12% | −1,448−1.6% | Reduced |
| Allen Operations LLC | 88,383 | $37.3M | 5.91% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 88,302 | $37.2M | 12.76% | −116−0.1% | Reduced |
| Cullen Investment Group, Ltd. | 88,289 | $37.2M | 5.49% | +1,334+1.5% | Added |