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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 61,211 | $25.8M | 6.88% | −3,911−6.0% | Reduced |
| Peak Asset Management, LLC | 61,126 | $25.8M | 4.77% | +51+0.1% | Added |
| Allied Investment Advisors, LLC | 61,102 | $25.8M | 5.19% | −520−0.8% | Reduced |
| Lindbrook Capital, LLC | 61,055 | $25.7M | 2.32% | −60−0.1% | Reduced |
| Clarity Financial LLC | 61,009 | $25.7M | 3.07% | +2,545+4.4% | Added |
| Kovack Advisors, Inc. | 61,000 | $25.7M | 2.52% | +2,441+4.2% | Added |
| Hall Laurie J Trustee | 60,973 | $25.7M | 8.44% | −1,173−1.9% | Reduced |
| XML Financial, LLC | 60,929 | $25.7M | 2.36% | +1,252+2.1% | Added |
| Csenge Advisory Group | 60,897 | $25.7M | 1.39% | −8,607−12.4% | Reduced |
| Criteria Caixa, S.A.U. | 60,848 | $25.6M | 3.67% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 60,772 | $25.6M | 4.10% | +321+0.5% | Added |
| Aaron Wealth Advisors | 60,710 | $25.6M | 2.97% | +1,321+2.2% | Added |
| Hound Partners, LLC | 60,694 | $25.6M | 12.29% | −27,443−31.1% | Reduced |
| Trifecta Capital Advisors, LLC | 60,677 | $25.6M | 5.05% | +1,477+2.5% | Added |
| Verde Servicos Internacionais S.A. | 60,669 | $25.6M | 11.01% | +23,000+61.1% | Added |
| Twinbeech Capital LP | 60,603 | $25.5M | 0.44% | +19,486+47.4% | Added |
| Simon Quick Advisors, LLC | 60,551 | $25.5M | 1.53% | +3,756+6.6% | Added |
| Van Strum & Towne Inc. | 60,542 | $25.5M | 8.98% | −7,848−11.5% | Reduced |
| Middleton & Co Inc | 60,509 | $25.5M | 2.82% | +906+1.5% | Added |
| Proequities, Inc. | 57,131 | $25.5M | 1.44% | +1,273+2.3% | Added |
| Madrona Financial Services, LLC | 60,433 | $25.5M | 6.94% | +358+0.6% | Added |
| Field & Main Bank | 60,186 | $25.4M | 8.92% | −293−0.5% | Reduced |
| Hayek Kallen Investment Management | 60,117 | $25.3M | 9.21% | −1,451−2.4% | Reduced |
| De Burlo Group Inc | 60,029 | $25.3M | 3.38% | −35,350−37.1% | Reduced |
| Ardmore Road Asset Management LP | 60,000 | $25.3M | 3.69% | −20,000−25.0% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $25.3M | 6.95% | 00.0% | Unchanged |
| Cable Car Capital LLC | 60,000 | $25.3M | 1.93% | +60,000 | New |
| Vision Capital Management, Inc. | 59,980 | $25.3M | 3.71% | −10,883−15.4% | Reduced |
| RKL Wealth Management LLC | 59,926 | $25.3M | 2.25% | +2,302+4.0% | Added |
| Knuff & Co LLC | 59,925 | $25.3M | 7.68% | −648−1.1% | Reduced |
| Laurel Wealth Advisors LLC | 59,865 | $25.2M | 3.94% | +120+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 59,848 | $25.2M | 0.92% | +3,294+5.8% | Added |
| Goldstream Capital Management Ltd | 59,732 | $25.2M | 10.68% | +2,374+4.1% | Added |
| Sage Mountain Advisors LLC | 59,706 | $25.2M | 1.84% | +6,130+11.4% | Added |
| AdvisorNet Financial, Inc | 59,624 | $25.1M | 2.11% | −5,930−9.0% | Reduced |
| Turim 21 Investimentos Ltda. | 60,532 | $25.1M | 6.54% | −2,613−4.1% | Reduced |
| Solidarilty Wealth, LLC | 59,512 | $25.1M | 6.54% | −72−0.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 59,442 | $25.1M | 4.44% | −2,618−4.2% | Reduced |
| Zhang Financial LLC | 59,422 | $25.0M | 1.43% | +660+1.1% | Added |
| Red Door Wealth Management, LLC | 59,388 | $25.0M | 3.83% | +4,155+7.5% | Added |
| Hendershot Investments Inc. | 59,373 | $25.0M | 3.41% | +464+0.8% | Added |
| Lathrop Investment Management Corp | 59,367 | $25.0M | 4.77% | −1,628−2.7% | Reduced |
| Strategic Blueprint, LLC | 59,271 | $25.0M | 1.49% | +2,857+5.1% | Added |
| Proficio Capital Partners LLC | 59,138 | $24.9M | 2.02% | +10,676+22.0% | Added |
| Brevan Howard Capital Management LP | 59,128 | $24.9M | 0.62% | −130,942−68.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 59,103 | $24.9M | 4.00% | +675+1.2% | Added |
| New Hampshire Trust | 59,098 | $24.9M | 5.25% | +640+1.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 59,084 | $24.9M | 4.20% | +1,442+2.5% | Added |
| TrinityPoint Wealth, LLC | 59,028 | $24.9M | 3.50% | +1,131+2.0% | Added |
| LTS One Management LP | 59,000 | $24.9M | 6.93% | +14,000+31.1% | Added |
| Confluence Wealth Services, Inc. | 55,411 | $24.8M | 1.61% | −34−0.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 58,664 | $24.7M | 3.63% | −26,004−30.7% | Reduced |
| EverSource Wealth Advisors, LLC | 58,639 | $24.7M | 1.39% | +4,361+8.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 58,599 | $24.7M | 4.99% | +15,206+35.0% | Added |
| Foster Victor Wealth Advisors, LLC | 57,517 | $24.7M | 1.89% | +2,724+5.0% | Added |
| Conning Inc. | 58,228 | $24.5M | 0.86% | −2,603−4.3% | Reduced |
| American Money Management, LLC | 58,206 | $24.5M | 4.79% | +8,399+16.9% | Added |
| Harvey Capital Management Inc | 58,080 | $24.5M | 5.76% | −845−1.4% | Reduced |
| Paradigm Financial Partners, LLC | 57,944 | $24.4M | 3.08% | +7,006+13.8% | Added |
| EFG Asset Management (Americas) Corp. | 57,881 | $24.4M | 4.74% | −1,786−3.0% | Reduced |
| Arrow Financial Corp | 57,791 | $24.4M | 2.31% | −714−1.2% | Reduced |
| Central Pacific Bank - Trust Division | 57,631 | $24.3M | 3.18% | −3,982−6.5% | Reduced |
| Motco | 57,587 | $24.3M | 2.49% | −2,317−3.9% | Reduced |
| Canvas Wealth Advisors, LLC | 57,585 | $24.3M | 6.09% | +2,838+5.2% | Added |
| Spence Asset Management | 57,552 | $24.3M | 5.29% | +809+1.4% | Added |
| Berger Financial Group, Inc | 57,542 | $24.3M | 1.68% | −1,169−2.0% | Reduced |
| NFJ Investment Group, LLC | 57,456 | $24.2M | 0.78% | −500−0.9% | Reduced |
| Two Point Capital Management, Inc. | 56,450 | $24.2M | 8.65% | +46+0.1% | Added |
| Glen Eagle Advisors, LLC | 57,380 | $24.2M | 4.01% | −655−1.1% | Reduced |
| Mattern Wealth Management LLC | 57,365 | $24.2M | 5.33% | −3,225−5.3% | Reduced |
| Naviter Wealth, LLC | 57,290 | $24.1M | 2.91% | +11,954+26.4% | Added |
| Relyea Zuckerberg Hanson LLC | 57,273 | $24.1M | 3.25% | +23,761+70.9% | Added |
| Foster & Motley Inc | 57,215 | $24.1M | 1.57% | −1,035−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 56,912 | $24.1M | 1.19% | +3,978+7.5% | Added |
| RFG Advisory, LLC | 57,071 | $24.1M | 0.68% | +6,428+12.7% | Added |
| GM Advisory Group, Inc. | 57,008 | $24.0M | 1.33% | +3,552+6.6% | Added |
| Farmers Trust Co | 56,998 | $24.0M | 4.48% | +391+0.7% | Added |
| Atlas Capital Advisors LLC | 56,851 | $24.0M | 3.05% | +42,162+287.0% | Added |
| First Western Trust Bank | 56,827 | $24.0M | 1.11% | −1,662−2.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 56,700 | $23.9M | 7.03% | −2,600−4.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56,624 | $23.9M | 0.87% | −1,264−2.2% | Reduced |
| Stokes Family Office, LLC | 56,590 | $23.9M | 2.55% | +2,118+3.9% | Added |
| Family Management Corp | 57,727 | $23.8M | 3.86% | +1,893+3.4% | Added |
| Regal Investment Advisors LLC | 56,547 | $23.8M | 1.79% | −3,860−6.4% | Reduced |
| Court Place Advisors, LLC | 56,507 | $23.8M | 7.72% | −2,652−4.5% | Reduced |
| Northern Oak Wealth Management Inc | 56,403 | $23.8M | 3.01% | −2,373−4.0% | Reduced |
| Paul R. Ried Financial Group, LLC | 56,394 | $23.8M | 16.67% | +56,394 | New |
| Chemung Canal Trust Co | 56,332 | $23.7M | 4.95% | −2,088−3.6% | Reduced |
| Atlantic Trust, LLC | 56,318 | $23.7M | 5.13% | +8,474+17.7% | Added |
| Hillman Co | 56,289 | $23.7M | 10.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 56,271 | $23.7M | 0.44% | −8,858−13.6% | Reduced |
| Cozad Asset Management Inc | 56,194 | $23.7M | 2.21% | +363+0.7% | Added |
| Princeton Capital Management LLC | 56,170 | $23.7M | 7.33% | −542−1.0% | Reduced |
| Engineers Gate Manager LP | 56,164 | $23.7M | 0.41% | +11,060+24.5% | Added |
| Greenwich Wealth Management LLC | 56,107 | $23.6M | 1.67% | +2,025+3.7% | Added |
| Jackson Square Partners, LLC | 56,094 | $23.6M | 2.55% | −2,947−5.0% | Reduced |
| CloudAlpha Capital Management Limited/Hong Kong | 56,010 | $23.6M | 4.91% | +56,010 | New |
| Pavion Blue Capital, LLC | 55,982 | $23.6M | 11.08% | −315−0.6% | Reduced |
| Rothschild Capital Partners, LLC | 55,960 | $23.6M | 5.72% | +8,946+19.0% | Added |
| St. Clair Advisors, LLC | 55,881 | $23.6M | 6.76% | −772−1.4% | Reduced |