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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 78,561 | $33.1M | 4.09% | +2,342+3.1% | Added |
| CX Institutional | 78,402 | $33.0M | 1.31% | +11,082+16.5% | Added |
| McIlrath & Eck, LLC | 78,349 | $33.0M | 4.21% | −46,439−37.2% | Reduced |
| Smartleaf Asset Management LLC | 77,610 | $33.0M | 3.36% | +14,426+22.8% | Added |
| River Wealth Advisors LLC | 78,178 | $33.0M | 4.37% | +2,332+3.1% | Added |
| Angeles Wealth Management, LLC | 78,110 | $32.9M | 2.71% | +1,532+2.0% | Added |
| One Capital Management, LLC | 78,031 | $32.9M | 1.09% | −4,263−5.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 77,586 | $32.7M | 0.11% | +30,665+65.4% | Added |
| LMR Partners LLP | 77,571 | $32.7M | 0.57% | +24,270+45.5% | Added |
| Hills Bank & Trust Co | 77,473 | $32.7M | 2.46% | +87+0.1% | Added |
| M. Kraus & Co | 77,184 | $32.5M | 9.76% | −514−0.7% | Reduced |
| Abner Herrman & Brock LLC | 77,174 | $32.5M | 4.04% | +707+0.9% | Added |
| BBR Partners, LLC | 77,131 | $32.5M | 2.27% | +586+0.8% | Added |
| Ibex Wealth Advisors | 76,964 | $32.4M | 3.82% | +67,312+697.4% | Added |
| L1 Capital International Pty Ltd | 76,796 | $32.4M | 9.95% | +8,073+11.7% | Added |
| Nexus Investment Management ULC | 76,740 | $32.3M | 3.24% | −910−1.2% | Reduced |
| K.J. Harrison & Partners Inc | 77,051 | $32.3M | 5.06% | +7,410+10.6% | Added |
| Private Trust Co NA | 76,469 | $32.2M | 3.31% | −2,434−3.1% | Reduced |
| Bourne Lent Asset Management Inc | 76,394 | $32.2M | 12.27% | −2,248−2.9% | Reduced |
| Untitled Investments LP | 76,257 | $32.1M | 7.84% | 00.0% | Unchanged |
| Whitebark Investors LP | 76,219 | $32.1M | 14.89% | +76,219 | New |
| Jasper Ridge Partners, L.P. | 76,091 | $32.1M | 1.02% | +153+0.2% | Added |
| MIG Capital, LLC | 76,062 | $32.1M | 3.33% | 00.0% | Unchanged |
| Hoffman, Alan N Investment Management | 75,964 | $32.0M | 14.46% | −1,253−1.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 75,775 | $31.9M | 10.54% | +4,108+5.7% | Added |
| Tufton Capital Management | 75,755 | $31.9M | 6.04% | −726−0.9% | Reduced |
| Hallmark Capital Management Inc | 75,746 | $31.9M | 2.39% | +584+0.8% | Added |
| Sava Infond d.o.o. | 75,650 | $31.9M | 5.63% | +75,650 | New |
| Teamwork Financial Advisors, LLC | 75,644 | $31.9M | 4.15% | +1,193+1.6% | Added |
| Whitford Management LLC | 75,615 | $31.9M | 9.42% | +64,646+589.4% | Added |
| Cigna Investments Inc | 75,598 | $31.9M | 5.61% | −508−0.7% | Reduced |
| Buffington Mohr McNeal | 75,336 | $31.8M | 5.27% | +669+0.9% | Added |
| Zevin Asset Management LLC | 75,336 | $31.8M | 4.67% | +7,967+11.8% | Added |
| Legacy Private Trust Co. | 75,174 | $31.7M | 2.07% | +6,193+9.0% | Added |
| Perennial Advisors, LLC | 74,944 | $31.6M | 6.88% | +74,944 | New |
| Coleford Investment Management Ltd. | 74,883 | $31.6M | 8.33% | +74,883 | New |
| Verity & Verity, LLC | 74,752 | $31.5M | 2.88% | +7,509+11.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 74,647 | $31.5M | 4.51% | +74,647 | New |
| WCG Wealth Advisors LLC | 74,631 | $31.5M | 2.08% | +1,060+1.4% | Added |
| Mechanics Bank Trust Department | 74,626 | $31.5M | 4.19% | +897+1.2% | Added |
| Greatmark Investment Partners, Inc. | 74,590 | $31.4M | 4.28% | −1,732−2.3% | Reduced |
| Coalescence Partners Investment Management, LP | 74,155 | $31.3M | 11.91% | +30,571+70.1% | Added |
| Cohen Capital Management, Inc. | 73,566 | $31.0M | 5.17% | +675+0.9% | Added |
| SeaCrest Wealth Management, LLC | 73,545 | $31.0M | 3.26% | −1,920−2.5% | Reduced |
| Fundamentun, LLC | 73,543 | $31.0M | 1.86% | +866+1.2% | Added |
| Fulcrum Capital LLC | 73,519 | $31.0M | 6.49% | +257+0.4% | Added |
| Gluskin Sheff & Assoc Inc | 73,465 | $31.0M | 3.71% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 73,454 | $31.0M | 2.27% | −12,324−14.4% | Reduced |
| McRae Capital Management Inc | 73,273 | $30.9M | 6.05% | −1,766−2.4% | Reduced |
| Avestar Capital, LLC | 73,265 | $30.9M | 2.80% | +5,420+8.0% | Added |
| Intrust Bank NA | 73,044 | $30.8M | 3.12% | −514−0.7% | Reduced |
| Rempart Asset Management Inc. | 73,019 | $30.8M | 6.12% | −2,341−3.1% | Reduced |
| Ally Financial Inc. | 73,000 | $30.8M | 3.75% | +36,000+97.3% | Added |
| Spirepoint Private Client, LLC | 72,949 | $30.7M | 3.85% | +7,266+11.1% | Added |
| Cutler Investment Counsel LLC | 72,938 | $30.7M | 3.82% | −1,584−2.1% | Reduced |
| JGP Wealth Management, LLC | 72,863 | $30.7M | 3.97% | +1,295+1.8% | Added |
| GHP Investment Advisors, Inc. | 72,841 | $30.7M | 1.43% | −890−1.2% | Reduced |
| Guardian Partners Inc. | 72,241 | $30.7M | 3.12% | +72,241 | New |
| Pettyjohn, Wood & White, Inc | 72,698 | $30.6M | 5.62% | −652−0.9% | Reduced |
| Nelson Capital Management, LLC | 72,611 | $30.6M | 5.08% | −2,101−2.8% | Reduced |
| First Financial Bank - Trust Division | 72,550 | $30.6M | 2.85% | −4,361−5.7% | Reduced |
| Aragon Global Management, LP | 72,547 | $30.6M | 11.34% | +9,310+14.7% | Added |
| RNC Capital Management LLC | 72,511 | $30.6M | 1.63% | +3,017+4.3% | Added |
| Intact Investment Management Inc. | 72,400 | $30.5M | 1.07% | +38,600+114.2% | Added |
| Apella Capital, LLC | 72,390 | $30.5M | 1.17% | −579−0.8% | Reduced |
| Strategic Wealth Designers | 72,903 | $30.5M | 1.95% | +4,883+7.2% | Added |
| Cape Cod Five Cents Savings Bank | 70,734 | $30.4M | 2.71% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 72,206 | $30.4M | 2.29% | −48,774−40.3% | Reduced |
| Spinnaker Investment Group, LLC | 72,185 | $30.4M | 7.34% | +23,352+47.8% | Added |
| Blackhill Capital Inc | 72,050 | $30.4M | 1.57% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 71,945 | $30.3M | 7.63% | −1,255−1.7% | Reduced |
| Webster Bank, N. A. | 71,941 | $30.3M | 3.26% | +4,331+6.4% | Added |
| Parcion Private Wealth LLC | 71,927 | $30.3M | 2.32% | +989+1.4% | Added |
| Exchange Capital Management, Inc. | 71,899 | $30.3M | 4.81% | +1,019+1.4% | Added |
| Community Financial Services Group, LLC | 71,733 | $30.2M | 5.99% | +448+0.6% | Added |
| AMG National Trust Bank | 71,445 | $30.2M | 0.83% | +716+1.0% | Added |
| Naples Global Advisors, LLC | 71,662 | $30.2M | 2.83% | +401+0.6% | Added |
| Clear Harbor Asset Management, LLC | 71,296 | $30.1M | 2.42% | +4,801+7.2% | Added |
| Monetary Management Group Inc | 71,218 | $30.0M | 7.80% | −1,450−2.0% | Reduced |
| PFG Advisors | 71,167 | $30.0M | 1.84% | −5,180−6.8% | Reduced |
| Fogel Capital Management, Inc. | 71,147 | $30.0M | 15.07% | +329+0.5% | Added |
| Point72 Europe (London) LLP | 71,146 | $30.0M | 1.73% | +26,122+58.0% | Added |
| StoneX Group Inc. | 71,102 | $30.0M | 1.65% | +29,197+69.7% | Added |
| Anchor Capital Advisors LLC | 71,086 | $30.0M | 0.85% | −1,458−2.0% | Reduced |
| Ashburton (Jersey) Ltd | 71,082 | $30.0M | 13.22% | +11,614+19.5% | Added |
| Bright Rock Capital Management, LLC | 71,000 | $29.9M | 6.38% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 71,014 | $29.9M | 8.68% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70,409 | $29.9M | 2.64% | +29,823+73.5% | Added |
| Godsey & Gibb Associates | 70,834 | $29.9M | 2.98% | −1,031−1.4% | Reduced |
| Zions Bancorporation, N.A. | 70,832 | $29.9M | 1.88% | +8,135+13.0% | Added |
| Galvin, Gaustad & Stein, LLC | 70,749 | $29.8M | 2.67% | −1,447−2.0% | Reduced |
| Mengis Capital Management, Inc. | 70,626 | $29.8M | 6.08% | −9,825−12.2% | Reduced |
| Brasada Capital Management, LP | 71,195 | $29.7M | 5.28% | −1,827−2.5% | Reduced |
| Buckley Wealth Management, LLC | 70,474 | $29.7M | 9.09% | −457−0.6% | Reduced |
| Crestline Management, LP | 70,464 | $29.7M | 1.03% | +44,191+168.2% | Added |
| Holderness Investments Co | 70,456 | $29.7M | 6.55% | −1,470−2.0% | Reduced |
| Money Concepts Capital Corp | 70,420 | $29.7M | 2.21% | +957+1.4% | Added |
| Chicago Trust Co NA | 70,383 | $29.7M | 5.25% | −2,322−3.2% | Reduced |
| Horiko Capital Management LLC | 70,037 | $29.7M | 8.56% | −12,520−15.2% | Reduced |
| Hutchinson Capital Management | 70,329 | $29.6M | 5.59% | −1,073−1.5% | Reduced |