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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 88,248 | $37.2M | 4.21% | +80.0% | Added |
| Tamar Securities, LLC | 88,231 | $37.2M | 5.13% | +5,190+6.2% | Added |
| Cyrus J. Lawrence, LLC | 88,165 | $37.2M | 7.19% | −114−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 88,123 | $37.1M | 2.77% | +1,829+2.1% | Added |
| ProVise Management Group, LLC | 88,106 | $37.1M | 3.18% | −3,295−3.6% | Reduced |
| Virtu Financial LLC | 88,089 | $37.1M | 1.97% | +69,099+363.9% | Added |
| GLOBALT Investments LLC | 88,077 | $37.1M | 1.42% | −660−0.7% | Reduced |
| Professional Advisory Services Inc | 88,000 | $37.1M | 5.12% | −3,155−3.5% | Reduced |
| Goelzer Investment Management, Inc. | 87,911 | $37.1M | 2.15% | −436−0.5% | Reduced |
| HBK Sorce Advisory LLC | 87,786 | $37.0M | 1.12% | +2,254+2.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 87,672 | $37.0M | 4.18% | −1,120−1.3% | Reduced |
| Journey Advisory Group, LLC | 82,657 | $36.9M | 4.43% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 87,586 | $36.9M | 2.54% | −54−0.1% | Reduced |
| Sky Investment Group LLC | 87,567 | $36.9M | 6.76% | −1,234−1.4% | Reduced |
| Graypoint LLC | 87,558 | $36.9M | 2.23% | +1,593+1.9% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 87,555 | $36.9M | 0.49% | +2,624+3.1% | Added |
| Lake Street Advisors Group, LLC | 87,068 | $36.7M | 1.69% | +6,554+8.1% | Added |
| Culbertson A N & Co Inc | 86,698 | $36.5M | 5.81% | −1,170−1.3% | Reduced |
| Janney Capital Management LLC | 86,698 | $36.5M | 2.42% | −2,426−2.7% | Reduced |
| Mirabaud & Cie SA | 86,431 | $36.4M | 11.71% | −8,838−9.3% | Reduced |
| Johnson Financial Group, Inc. | 87,739 | $36.4M | 1.72% | −3,632−4.0% | Reduced |
| Atomi Financial Group, Inc. | 86,370 | $36.4M | 1.84% | +23,868+38.2% | Added |
| Newbrook Capital Advisors LP | 86,360 | $36.4M | 4.67% | −10,405−10.8% | Reduced |
| First Nebraska Trust Co | 86,102 | $36.3M | 3.51% | +5,455+6.8% | Added |
| Ivy Lane Capital Management, LLC | 86,000 | $36.2M | 19.57% | 00.0% | Unchanged |
| Trust Asset Management LLC | 85,929 | $36.2M | 2.83% | 00.0% | Unchanged |
| CenterBook Partners LP | 85,662 | $36.1M | 2.16% | +5,917+7.4% | Added |
| Randolph Co Inc | 85,654 | $36.1M | 4.03% | −54−0.1% | Reduced |
| Fagan Associates, Inc. | 85,608 | $36.1M | 5.73% | −7,976−8.5% | Reduced |
| Schmidt P J Investment Management Inc | 85,454 | $36.0M | 6.25% | −1,156−1.3% | Reduced |
| Cooper Creek Partners Management LLC | 85,395 | $36.0M | 1.11% | +8,655+11.3% | Added |
| Te Ahumairangi Investment Management Ltd | 85,232 | $35.9M | 7.51% | −12,662−12.9% | Reduced |
| River & Mercantile Asset Management LLP | 85,153 | $35.9M | 6.97% | +1,331+1.6% | Added |
| Geneos Wealth Management Inc. | 85,078 | $35.9M | 1.26% | +2,022+2.4% | Added |
| Progressive Investment Management Corp | 84,986 | $35.8M | 9.20% | −2,374−2.7% | Reduced |
| LS Investment Advisors, LLC | 84,974 | $35.8M | 5.25% | +546+0.6% | Added |
| Essential Planning, LLC. | 84,058 | $35.8M | 0.23% | +79,592+1,782.2% | Added |
| Edge Capital Group, LLC | 84,803 | $35.7M | 1.60% | +4,014+5.0% | Added |
| Canandaigua National Bank & Trust Co | 84,671 | $35.7M | 3.51% | −1,626−1.9% | Reduced |
| 1st Source Bank | 84,475 | $35.6M | 2.04% | −340.0% | Reduced |
| James Investment Research Inc | 84,458 | $35.6M | 4.24% | −1,362−1.6% | Reduced |
| First National Advisers, LLC | 84,400 | $35.6M | 5.75% | +1,853+2.2% | Added |
| Bank of Nova Scotia Trust Co | 84,379 | $35.6M | 3.75% | −2,793−3.2% | Reduced |
| Ithaka Group LLC | 84,133 | $35.5M | 6.53% | −5,518−6.2% | Reduced |
| United Bank | 84,030 | $35.4M | 4.22% | −3,435−3.9% | Reduced |
| Moody National Bank Trust Division | 83,882 | $35.4M | 3.70% | −2,027−2.4% | Reduced |
| Tritonpoint Wealth, LLC | 83,721 | $35.3M | 3.19% | −422−0.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 83,715 | $35.3M | 7.18% | +237+0.3% | Added |
| Avitas Wealth Management LLC | 83,620 | $35.2M | 4.87% | −985−1.2% | Reduced |
| Verdence Capital Advisors LLC | 83,563 | $35.2M | 2.83% | −158−0.2% | Reduced |
| First Hawaiian Bank | 83,535 | $35.2M | 1.14% | +1,863+2.3% | Added |
| DRW Securities, LLC | 83,438 | $35.2M | 2.37% | +27,782+49.9% | Added |
| Charter Trust Co | 83,360 | $35.1M | 2.30% | −488−0.6% | Reduced |
| Mitchell Capital Management Co | 83,192 | $35.1M | 6.14% | −2,449−2.9% | Reduced |
| Rings Capital Management LLC | 83,000 | $35.0M | 18.28% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 82,983 | $35.0M | 3.03% | −7,736−8.5% | Reduced |
| Walter Public Investments Inc. | 82,775 | $34.9M | 6.24% | +5,436+7.0% | Added |
| Qtron Investments LLC | 82,757 | $34.9M | 4.90% | −3,989−4.6% | Reduced |
| DSG Capital Advisors, LLC | 82,657 | $34.8M | 6.31% | +82,657 | New |
| ARS Wealth Advisors Group, LLC | 82,558 | $34.8M | 4.79% | +1,718+2.1% | Added |
| Peachtree Investment Partners, LLC | 82,515 | $34.8M | 13.03% | −3,580−4.2% | Reduced |
| Global X Japan Co., Ltd. | 82,451 | $34.8M | 4.34% | +9,924+13.7% | Added |
| Griffin Asset Management, Inc. | 82,379 | $34.7M | 4.08% | −880−1.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 82,366 | $34.7M | 3.25% | −541−0.7% | Reduced |
| Icon Wealth Advisors, LLC | 82,345 | $34.7M | 2.85% | +2,354+2.9% | Added |
| Palisade Capital Management LLC | 82,001 | $34.6M | 0.92% | +925+1.1% | Added |
| St Germain D J Co Inc | 81,748 | $34.5M | 1.57% | +809+1.0% | Added |
| Trybe Capital Management LP | 81,657 | $34.4M | 9.44% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 81,553 | $34.4M | 1.19% | +21,255+35.2% | Added |
| Cypress Capital Group | 81,493 | $34.3M | 4.21% | −2,550−3.0% | Reduced |
| Edge Wealth Management LLC | 81,469 | $34.3M | 6.95% | −2,362−2.8% | Reduced |
| Insigneo Advisory Services, LLC | 81,306 | $34.3M | 3.54% | −4,202−4.9% | Reduced |
| Hohimer Wealth Management, LLC | 80,754 | $34.0M | 6.41% | +11,300+16.3% | Added |
| Vise Technologies, Inc. | 80,708 | $34.0M | 2.83% | +32,643+67.9% | Added |
| Courier Capital LLC | 80,679 | $34.0M | 2.35% | −1,733−2.1% | Reduced |
| Marco Investment Management LLC | 80,605 | $34.0M | 2.93% | +410+0.5% | Added |
| Woodmont Investment Counsel LLC | 80,544 | $33.9M | 2.51% | +190.0% | Added |
| Caldwell Trust Co | 80,515 | $33.9M | 3.54% | −966−1.2% | Reduced |
| SP Asset Management LLC | 80,323 | $33.9M | 2.84% | −2,309−2.8% | Reduced |
| Central Securities Corp | 80,000 | $33.7M | 3.22% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $33.7M | 18.88% | 00.0% | Unchanged |
| Vicus Capital | 79,902 | $33.7M | 2.99% | −4,599−5.4% | Reduced |
| Bridgeway Capital Management, LLC | 79,860 | $33.7M | 0.75% | −2,326−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 79,842 | $33.7M | 2.44% | +6,429+8.8% | Added |
| CapitalatWork S.A. | 79,709 | $33.6M | 1.09% | −3,744−4.5% | Reduced |
| Forum Financial Management, LP | 79,704 | $33.6M | 0.56% | +29,759+59.6% | Added |
| Howe & Rusling Inc | 79,642 | $33.6M | 2.89% | +2,232+2.9% | Added |
| Dividend Assets Capital, LLC | 79,311 | $33.4M | 6.49% | +1,710+2.2% | Added |
| Jump Financial, LLC | 79,304 | $33.4M | 0.70% | +3,526+4.7% | Added |
| Focus Financial Network, Inc. | 79,295 | $33.4M | 1.33% | +2,999+3.9% | Added |
| Ostrum Asset Management | 79,215 | $33.4M | 2.89% | +4,377+5.8% | Added |
| Lyell Wealth Management, LP | 79,191 | $33.4M | 2.99% | +471+0.6% | Added |
| Rice Partnership, LLC | 79,118 | $33.3M | 6.35% | +1,606+2.1% | Added |
| Lighthouse Investment Partners, LLC | 79,112 | $33.3M | 1.29% | +21,983+38.5% | Added |
| South Street Advisors LLC | 78,860 | $33.2M | 5.09% | +1,374+1.8% | Added |
| Payden & Rygel | 78,830 | $33.2M | 2.86% | +5,800+7.9% | Added |
| Centaurus Financial, Inc. | 78,825 | $33.2M | 2.03% | +7,514+10.5% | Added |
| Belpointe Asset Management LLC | 79,611 | $33.2M | 2.00% | −614−0.8% | Reduced |
| Orbis Allan Gray Ltd | 78,712 | $33.2M | 0.18% | +39,633+101.4% | Added |
| Oxbow Advisors, LLC | 78,674 | $33.2M | 3.90% | +1,826+2.4% | Added |