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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 69,938 | $29.5M | 1.93% | +248+0.4% | Added |
| Tenere Capital LLC | 69,933 | $29.5M | 7.81% | +15,100+27.5% | Added |
| Covenant Asset Management, LLC | 69,878 | $29.5M | 6.53% | −2,660−3.7% | Reduced |
| Syon Capital LLC | 69,757 | $29.4M | 2.65% | −4,232−5.7% | Reduced |
| CCM Investment Advisers LLC | 69,635 | $29.4M | 3.24% | +1,286+1.9% | Added |
| Augustine Asset Management Inc | 69,579 | $29.3M | 7.71% | +6,389+10.1% | Added |
| Walleye Capital LLC | 69,233 | $29.2M | 0.28% | −75,983−52.3% | Reduced |
| Nicola Wealth Management Ltd. | 69,160 | $29.2M | 2.76% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 69,047 | $29.1M | 7.32% | −305−0.4% | Reduced |
| Arjuna Capital | 68,978 | $29.1M | 7.74% | −1,409−2.0% | Reduced |
| CMH Wealth Management LLC | 68,925 | $29.1M | 6.65% | +594+0.9% | Added |
| Cornerstone Wealth Group, LLC | 68,906 | $29.0M | 2.38% | +3,276+5.0% | Added |
| Segment Wealth Management, LLC | 68,878 | $29.0M | 1.98% | −90.0% | Reduced |
| Missouri Trust & Investment Co | 68,848 | $29.0M | 10.19% | +334+0.5% | Added |
| Paragon Capital Management Ltd | 68,839 | $29.0M | 5.79% | −356−0.5% | Reduced |
| Headlands Technologies LLC | 68,820 | $29.0M | 2.91% | −8,632−11.1% | Reduced |
| Titan Global Capital Management USA LLC | 68,730 | $29.0M | 4.39% | −1,626−2.3% | Reduced |
| Deltec Asset Management LLC | 68,544 | $28.9M | 5.72% | −804−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 68,384 | $28.8M | 1.51% | +1,273+1.9% | Added |
| Claret Asset Management Corp | 68,371 | $28.8M | 4.55% | −920−1.3% | Reduced |
| Wellington Shields & Co., LLC | 68,202 | $28.7M | 8.81% | −323−0.5% | Reduced |
| Rit Capital Partners PLC | 68,000 | $28.6M | 6.95% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 67,825 | $28.6M | 2.15% | +2,685+4.1% | Added |
| Manchester Global Management (UK) Ltd | 67,808 | $28.6M | 3.77% | +67,808 | New |
| BKD Wealth Advisors, LLC | 67,767 | $28.6M | 0.66% | −293−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 67,605 | $28.5M | 4.81% | −8,225−10.8% | Reduced |
| JLB & Associates Inc | 67,589 | $28.5M | 3.87% | −2,043−2.9% | Reduced |
| Independence Bank of Kentucky | 67,569 | $28.5M | 4.38% | +22,817+51.0% | Added |
| Strategic Advisors LLC | 67,523 | $28.5M | 5.15% | +4,209+6.6% | Added |
| Borer Denton & Associates, Inc. | 67,462 | $28.4M | 9.89% | +1,257+1.9% | Added |
| SageView Advisory Group, LLC | 67,368 | $28.4M | 1.22% | +15,934+31.0% | Added |
| Blue Whale Capital LLP | 67,343 | $28.4M | 2.11% | −68,264−50.3% | Reduced |
| SFMG, LLC | 67,312 | $28.4M | 2.24% | −650−1.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 67,000 | $28.2M | 3.51% | +22,000+48.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 66,776 | $28.1M | 5.35% | +1,195+1.8% | Added |
| Bridgewater Advisors Inc. | 67,695 | $28.1M | 2.94% | +496+0.7% | Added |
| BFSG, LLC | 66,608 | $28.1M | 3.28% | +229+0.3% | Added |
| Thompson Investment Management, Inc. | 66,582 | $28.1M | 4.03% | −1,424−2.1% | Reduced |
| Harbour Investments, Inc. | 66,415 | $28.0M | 0.80% | +1,207+1.9% | Added |
| Princeton Global Asset Management LLC | 66,086 | $27.9M | 5.21% | −210−0.3% | Reduced |
| Iyo Bank, Ltd. | 66,077 | $27.9M | 9.52% | 00.0% | Unchanged |
| Fragasso Group Inc. | 65,956 | $27.8M | 2.12% | −2,317−3.4% | Reduced |
| Premier Fund Managers Ltd | 65,248 | $27.7M | 0.99% | +1,523+2.4% | Added |
| Norden Group LLC | 65,671 | $27.7M | 3.13% | +1,619+2.5% | Added |
| Mirova | 65,578 | $27.6M | 4.77% | +5,512+9.2% | Added |
| Bogart Wealth, LLC | 65,538 | $27.6M | 1.31% | +3,630+5.9% | Added |
| Permanent Capital Management, LP | 65,528 | $27.6M | 8.55% | +65,528 | New |
| Foyston, Gordon, & Payne Inc | 65,452 | $27.6M | 7.31% | −495−0.8% | Reduced |
| Cornerstone Wealth Management, LLC | 65,362 | $27.6M | 1.86% | +1,997+3.2% | Added |
| Capital Planning LLC | 65,297 | $27.5M | 7.22% | +2,965+4.8% | Added |
| Wedgewood Partners Inc | 65,219 | $27.5M | 5.41% | −2,665−3.9% | Reduced |
| WBH Advisory Inc | 65,173 | $27.5M | 2.55% | +28,134+76.0% | Added |
| Greenwood Capital Associates LLC | 65,057 | $27.4M | 3.58% | −440−0.7% | Reduced |
| Honeycomb Asset Management LP | 65,000 | $27.4M | 10.22% | +40,000+160.0% | Added |
| Sand Hill Global Advisors, LLC | 64,960 | $27.4M | 1.16% | −1,133−1.7% | Reduced |
| Bellecapital International Ltd. | 64,951 | $27.4M | 4.84% | +6,256+10.7% | Added |
| Jamison Private Wealth Management, Inc. | 64,856 | $27.3M | 4.04% | +238+0.4% | Added |
| Somerville Kurt F | 64,730 | $27.3M | 4.58% | −85−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 64,644 | $27.2M | 6.56% | −382−0.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 64,567 | $27.2M | 0.74% | +331+0.5% | Added |
| Perkins Coie Trust Co | 64,287 | $27.1M | 5.96% | −1,247−1.9% | Reduced |
| Schechter Investment Advisors, LLC | 64,265 | $27.1M | 2.07% | −1,876−2.8% | Reduced |
| Toth Financial Advisory Corp | 64,088 | $27.0M | 3.18% | −561−0.9% | Reduced |
| Good Life Advisors, LLC | 64,050 | $27.0M | 1.97% | −2,547−3.8% | Reduced |
| Applied Finance Capital Management, LLC | 63,777 | $26.9M | 1.17% | +3,148+5.2% | Added |
| Zuckerman Investment Group, LLC | 65,418 | $26.9M | 2.58% | +465+0.7% | Added |
| AMS Capital Ltda | 63,739 | $26.9M | 13.51% | +3,382+5.6% | Added |
| Colonial Trust Co | 63,704 | $26.9M | 3.99% | +6,543+11.4% | Added |
| Mark Asset Management LP | 63,534 | $26.8M | 4.13% | −19,631−23.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 63,498 | $26.8M | 2.33% | −590−0.9% | Reduced |
| Algert Global LLC | 63,439 | $26.7M | 0.63% | +3,977+6.7% | Added |
| Columbus Hill Capital Management, L.P. | 63,438 | $26.7M | 5.15% | +5,015+8.6% | Added |
| Nwi Management LP | 63,400 | $26.7M | 2.12% | −150,000−70.3% | Reduced |
| Buckingham Capital Management, Inc. | 63,147 | $26.6M | 3.05% | +609+1.0% | Added |
| Broadleaf Partners, LLC | 63,139 | $26.6M | 6.22% | −830−1.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 63,086 | $26.6M | 6.60% | −258−0.4% | Reduced |
| Brown Shipley& Co Ltd | 62,852 | $26.5M | 13.15% | −3,389−5.1% | Reduced |
| Generali Investments, Management Co LLC | 62,833 | $26.5M | 6.84% | +62,833 | New |
| Benin Management CORP | 62,613 | $26.4M | 7.27% | +581+0.9% | Added |
| Core Alternative Capital | 62,565 | $26.4M | 5.51% | −6,245−9.1% | Reduced |
| Canal Insurance CO | 62,500 | $26.3M | 6.86% | 00.0% | Unchanged |
| Altrafin AG | 62,409 | $26.3M | 9.12% | +220.0% | Added |
| Valmark Advisers, Inc. | 62,338 | $26.3M | 0.41% | +245+0.4% | Added |
| Trinity Street Asset Management LLP | 62,200 | $26.2M | 2.57% | +3,869+6.6% | Added |
| APG Asset Management US Inc. | 62,095 | $26.2M | 0.20% | +6,736+12.2% | Added |
| WoodTrust Financial Corp | 61,982 | $26.1M | 3.68% | +1,010+1.7% | Added |
| DT Investment Partners, LLC | 61,962 | $26.1M | 2.21% | −337−0.5% | Reduced |
| Anabranch Capital Management, LP | 61,948 | $26.1M | 15.62% | −4,516−6.8% | Reduced |
| Burling Wealth Partners, LLC | 61,922 | $26.1M | 5.33% | +61,922 | New |
| Stone Point Wealth LLC | 61,868 | $26.1M | 8.75% | −88−0.1% | Reduced |
| 11 Capital Partners LP | 61,810 | $26.1M | 10.70% | −2,000−3.1% | Reduced |
| Alta Fox Capital Management, LLC | 61,800 | $26.0M | 9.28% | +47,200+323.3% | Added |
| Hodges Capital Management Inc. | 61,797 | $26.0M | 1.56% | −289−0.5% | Reduced |
| Legacy Advisors, LLC | 61,773 | $26.0M | 2.53% | +4,507+7.9% | Added |
| Community Bank, N.A. | 61,605 | $26.0M | 3.33% | −821−1.3% | Reduced |
| World Equity Group, Inc. | 61,594 | $26.0M | 5.57% | +30,253+96.5% | Added |
| RPG Investment Advisory, LLC | 61,549 | $25.9M | 3.48% | +578+0.9% | Added |
| Harbour Investment Management LLC | 61,539 | $25.9M | 11.38% | +3,086+5.3% | Added |
| Alley Investment Management Company, LLC | 61,496 | $25.9M | 3.28% | +1,023+1.7% | Added |
| Stratos Wealth Advisors, LLC | 61,373 | $25.9M | 1.24% | −3,027−4.7% | Reduced |