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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 57,192 | $23.5M | 4.45% | −1,187−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 55,810 | $23.5M | 3.46% | −404−0.7% | Reduced |
| Whalerock Point Partners, LLC | 55,805 | $23.5M | 5.47% | +389+0.7% | Added |
| Salomon & Ludwin, LLC | 55,771 | $23.5M | 2.49% | −419−0.7% | Reduced |
| Montag & Caldwell, LLC | 55,479 | $23.4M | 4.99% | −15,793−22.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 55,355 | $23.3M | 4.21% | +368+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 55,326 | $23.3M | 2.99% | −3,623−6.1% | Reduced |
| GeoWealth Management, LLC | 55,249 | $23.3M | 0.76% | −1,642−2.9% | Reduced |
| Villere St Denis J & Co LLC | 55,237 | $23.3M | 2.10% | −1,547−2.7% | Reduced |
| Claar Advisors LLC | 55,182 | $23.3M | 7.53% | −2,000−3.5% | Reduced |
| Haverford Financial Services, Inc. | 55,169 | $23.3M | 7.09% | +234+0.4% | Added |
| Executive Wealth Management, LLC | 55,034 | $23.2M | 1.82% | +1,179+2.2% | Added |
| EULAV Asset Management | 55,030 | $23.2M | 0.56% | −500−0.9% | Reduced |
| Balboa Wealth Partners | 55,011 | $23.2M | 5.29% | −910−1.6% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 55,000 | $23.2M | 2.48% | +30,000+120.0% | Added |
| Cypress Asset Management Inc | 53,505 | $23.2M | 5.76% | −1,320−2.4% | Reduced |
| Meridian Wealth Advisors, LLC | 54,910 | $23.1M | 3.82% | +2,014+3.8% | Added |
| Bourgeon Capital Management LLC | 54,848 | $23.1M | 4.32% | +2,059+3.9% | Added |
| Rockline Wealth Management, LLC | 54,806 | $23.1M | 6.17% | +1,210+2.3% | Added |
| D L Carlson Investment Group Inc | 54,757 | $23.1M | 4.11% | +670+1.2% | Added |
| Edgestream Partners, L.P. | 54,742 | $23.1M | 0.98% | +4,112+8.1% | Added |
| Leuthold Group, LLC | 54,619 | $23.0M | 2.77% | −1,970−3.5% | Reduced |
| Cooper Financial Group | 54,615 | $23.0M | 2.77% | +4,248+8.4% | Added |
| Broderick Brian C | 54,558 | $23.0M | 4.51% | +1,732+3.3% | Added |
| Independent Investors Inc | 54,528 | $23.0M | 4.55% | −100−0.2% | Reduced |
| PFC Capital Group, Inc. | 54,513 | $23.0M | 11.11% | −353−0.6% | Reduced |
| Elevatus Welath Management | 54,474 | $23.0M | 7.86% | +9,999+22.5% | Added |
| Sepio Capital, LP | 54,432 | $22.9M | 1.84% | +70+0.1% | Added |
| West Branch Capital LLC | 54,356 | $22.9M | 7.31% | +947+1.8% | Added |
| Gordian Capital Singapore Pte Ltd | 54,301 | $22.9M | 12.06% | +8,220+17.8% | Added |
| Miramar Capital, LLC | 54,205 | $22.8M | 5.45% | +368+0.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $22.8M | 7.65% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 54,009 | $22.8M | 0.85% | +2,299+4.4% | Added |
| Claro Advisors LLC | 54,007 | $22.8M | 3.08% | −3,442−6.0% | Reduced |
| Hamilton Wealth, LLC | 53,917 | $22.7M | 5.51% | −897−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 53,895 | $22.7M | 3.99% | −1,507−2.7% | Reduced |
| City Holding Co | 53,758 | $22.7M | 3.21% | −3,568−6.2% | Reduced |
| Campbell Capital Management Inc | 53,740 | $22.7M | 8.87% | −667−1.2% | Reduced |
| Evernest Financial Advisors, LLC | 53,706 | $22.6M | 5.87% | −64−0.1% | Reduced |
| Valicenti Advisory Services Inc | 53,628 | $22.6M | 5.63% | −572−1.1% | Reduced |
| Cadinha & Co LLC | 53,524 | $22.6M | 3.74% | +368+0.7% | Added |
| Baker Chad R | 53,435 | $22.5M | 4.41% | 00.0% | Unchanged |
| Diligent Investors, LLC | 53,375 | $22.5M | 5.16% | −1,246−2.3% | Reduced |
| Alpha Omega Wealth Management LLC | 53,333 | $22.5M | 4.26% | −180−0.3% | Reduced |
| Harvard Management Co Inc | 53,300 | $22.5M | 1.33% | +53,300 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 53,287 | $22.5M | 0.39% | +53,287 | New |
| Camden National Bank | 53,256 | $22.4M | 3.36% | −846−1.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 53,184 | $22.4M | 2.65% | −6,492−10.9% | Reduced |
| Traynor Capital Management, Inc. | 52,911 | $22.3M | 1.73% | +2,519+5.0% | Added |
| Nicollet Investment Management, Inc. | 52,876 | $22.3M | 7.65% | −1,003−1.9% | Reduced |
| Jackson Square Capital, LLC | 52,729 | $22.2M | 5.36% | −3,219−5.8% | Reduced |
| Elk River Wealth Management, LLC | 52,632 | $22.2M | 4.02% | −466−0.9% | Reduced |
| Gladius Capital Management LP | 52,568 | $22.2M | 12.74% | +3,056+6.2% | Added |
| Marietta Investment Partners LLC | 52,558 | $22.2M | 4.88% | −1,758−3.2% | Reduced |
| Cheviot Value Management, LLC | 52,511 | $22.1M | 4.24% | −299−0.6% | Reduced |
| West Coast Financial LLC | 52,477 | $22.1M | 2.44% | +209+0.4% | Added |
| Stonebridge Capital Management Inc | 52,419 | $22.1M | 9.05% | −75−0.1% | Reduced |
| Premier Path Wealth Partners, LLC | 52,390 | $22.1M | 3.37% | +90.0% | Added |
| NTV Asset Management LLC | 52,388 | $22.1M | 2.91% | −1,160−2.2% | Reduced |
| Hartford Financial Management Inc. | 52,352 | $22.1M | 4.52% | +495+1.0% | Added |
| Pinnacle Investment Management Ltd | 52,350 | $22.1M | 16.11% | +52,350 | New |
| Sargent Investment Group, LLC | 52,869 | $22.1M | 3.61% | +4,860+10.1% | Added |
| Sigma Investment Counselors Inc | 52,268 | $22.0M | 1.29% | −326−0.6% | Reduced |
| Decatur Capital Management, Inc. | 52,116 | $22.0M | 10.01% | −891−1.7% | Reduced |
| Cardinal Capital Management | 52,104 | $22.0M | 3.44% | −234−0.4% | Reduced |
| Kozak & Associates, Inc. | 51,864 | $22.0M | 5.02% | −4,756−8.4% | Reduced |
| Heirloom Wealth Management | 51,896 | $21.9M | 6.56% | −1,708−3.2% | Reduced |
| Rockbridge Capital Management LLC | 51,845 | $21.9M | 12.42% | +51,845 | New |
| Y.D. More Investments Ltd | 51,818 | $21.9M | 1.97% | −60.0% | Reduced |
| Boyd Watterson Asset Management LLC | 51,829 | $21.8M | 6.07% | −34−0.1% | Reduced |
| Plimoth Trust Co LLC | 51,626 | $21.8M | 5.59% | −349−0.7% | Reduced |
| Weik Capital Management | 51,589 | $21.7M | 8.84% | −275−0.5% | Reduced |
| J. Goldman & Co LP | 51,502 | $21.7M | 0.77% | +51,502 | New |
| Rowland & Co Investment Counsel | 51,324 | $21.6M | 4.52% | −557−1.1% | Reduced |
| Farley Capital L.P. | 51,312 | $21.6M | 18.42% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 51,244 | $21.6M | 5.79% | +22,682+79.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 51,225 | $21.6M | 14.41% | −900−1.7% | Reduced |
| Montecito Bank & Trust | 51,205 | $21.6M | 3.74% | −32−0.1% | Reduced |
| Liberty One Investment Management, LLC | 51,179 | $21.6M | 2.34% | +1,673+3.4% | Added |
| Portfolio Design Labs, LLC | 51,128 | $21.6M | 4.42% | +10,156+24.8% | Added |
| Grand Jean Capital Management Inc | 51,127 | $21.6M | 5.01% | −2,349−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 51,019 | $21.5M | 1.55% | +11,849+30.3% | Added |
| Strategy Asset Managers LLC | 51,046 | $21.5M | 4.17% | −74−0.1% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 51,000 | $21.5M | 11.85% | +17,000+50.0% | Added |
| Lincoln Capital Corp | 50,914 | $21.5M | 8.81% | −155−0.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 50,793 | $21.4M | 2.52% | −323−0.6% | Reduced |
| Trust Point Inc. | 50,748 | $21.4M | 1.48% | +5,794+12.9% | Added |
| Condor Capital Management | 50,692 | $21.4M | 1.88% | −849−1.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 50,691 | $21.4M | 4.83% | −873−1.7% | Reduced |
| Parkside Financial Bank & Trust | 50,640 | $21.3M | 2.83% | +2,464+5.1% | Added |
| HWG Holdings LP | 50,596 | $21.3M | 6.98% | −3,093−5.8% | Reduced |
| Natural Investments, LLC | 50,589 | $21.3M | 5.90% | +50,589 | New |
| Stockman Wealth Management, Inc. | 50,577 | $21.3M | 3.34% | +599+1.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 50,489 | $21.3M | 11.42% | 00.0% | Unchanged |
| Embree Financial Group | 50,482 | $21.3M | 3.63% | +446+0.9% | Added |
| Marcum Wealth, LLC | 50,462 | $21.3M | 1.84% | +1,566+3.2% | Added |
| Ninety One SA (PTY) Ltd | 50,407 | $21.2M | 4.69% | −34,896−40.9% | Reduced |
| Monarch Capital Management Inc | 50,407 | $21.2M | 5.82% | −31−0.1% | Reduced |
| Phraction Management LLC | 50,376 | $21.2M | 7.44% | 00.0% | Unchanged |
| Headinvest, LLC | 50,372 | $21.2M | 4.01% | −953−1.9% | Reduced |