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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 50,361 | $21.2M | 2.67% | −227−0.4% | Reduced |
| Larson Financial Group LLC | 50,341 | $21.2M | 1.10% | +11,720+30.3% | Added |
| Moloney Securities Asset Management, LLC | 50,285 | $21.2M | 2.84% | −966−1.9% | Reduced |
| Boothbay Fund Management, LLC | 50,236 | $21.2M | 0.66% | +12,258+32.3% | Added |
| Consilio Wealth Advisors, LLC | 50,190 | $21.2M | 8.65% | −1,198−2.3% | Reduced |
| Impact Asset Management GmbH | 50,141 | $21.1M | 8.35% | +14,465+40.5% | Added |
| L & S Advisors Inc | 50,120 | $21.1M | 2.32% | −611−1.2% | Reduced |
| Krilogy Financial LLC | 50,069 | $21.1M | 1.41% | +3,803+8.2% | Added |
| Laffer Tengler Investments | 50,063 | $21.1M | 4.15% | +9,806+24.4% | Added |
| RBF Capital, LLC | 50,000 | $21.1M | 1.10% | 00.0% | Unchanged |
| One Madison Group LLC | 50,000 | $21.1M | 2.41% | +50,000 | New |
| Connecticut Wealth Management, LLC | 49,920 | $21.0M | 1.03% | +659+1.3% | Added |
| Makena Capital Management LLC | 49,823 | $21.0M | 3.41% | +7,584+18.0% | Added |
| CFM Wealth Partners LLC | 49,720 | $21.0M | 3.53% | −91−0.2% | Reduced |
| Renaissance Investment Group LLC | 49,670 | $20.9M | 4.42% | −1,171−2.3% | Reduced |
| RMR Wealth Builders | 49,658 | $20.9M | 2.16% | +1,739+3.6% | Added |
| Capital Investment Counsel, Inc | 49,637 | $20.9M | 3.15% | −1,290−2.5% | Reduced |
| Financial Insights, Inc. | 49,540 | $20.9M | 7.75% | −12,822−20.6% | Reduced |
| Keel Point, LLC | 49,531 | $20.9M | 1.67% | +2,013+4.2% | Added |
| Pure Financial Advisors, Inc. | 49,514 | $20.9M | 0.47% | +1,801+3.8% | Added |
| Wayfinding Financial, LLC | 49,457 | $20.8M | 11.14% | −28−0.1% | Reduced |
| GFS Advisors, LLC | 49,359 | $20.8M | 3.16% | −174−0.4% | Reduced |
| Osher Van de Voorde Investment Management | 49,335 | $20.8M | 4.48% | −267−0.5% | Reduced |
| Heron Bay Capital Management | 49,315 | $20.8M | 4.34% | +1,414+3.0% | Added |
| Asset Planning Services Inc | 49,165 | $20.7M | 10.10% | −150−0.3% | Reduced |
| Keystone Financial Group | 49,120 | $20.7M | 2.04% | +1,910+4.0% | Added |
| Hendley & Co Inc | 48,987 | $20.6M | 7.24% | −123−0.3% | Reduced |
| HTLF Bank | 48,908 | $20.6M | 2.33% | −986−2.0% | Reduced |
| Pennant Investors, LP | 48,900 | $20.6M | 6.12% | −2,100−4.1% | Reduced |
| Koshinski Asset Management, Inc. | 48,838 | $20.6M | 1.76% | +96+0.2% | Added |
| Yelin Lapidot Holdings Management Ltd. | 48,803 | $20.6M | 3.58% | −7,107−12.7% | Reduced |
| NBW Capital LLC | 48,781 | $20.6M | 3.81% | −479−1.0% | Reduced |
| Rench Wealth Management, Inc. | 48,727 | $20.5M | 7.01% | +580+1.2% | Added |
| Farmers National Bank | 48,699 | $20.5M | 5.99% | +48,699 | New |
| Ransom Advisory, Ltd | 48,530 | $20.5M | 9.40% | −300−0.6% | Reduced |
| Adalta Capital Management LLC | 48,521 | $20.5M | 10.68% | −4,877−9.1% | Reduced |
| Archford Capital Strategies, LLC | 48,481 | $20.4M | 3.09% | +1,436+3.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 48,396 | $20.4M | 5.12% | −1,019−2.1% | Reduced |
| Delta Financial Group, Inc. | 48,274 | $20.3M | 4.76% | +48,274 | New |
| Capital City Trust Co | 48,257 | $20.3M | 5.08% | +433+0.9% | Added |
| McGuire Investment Group, LLC | 48,240 | $20.3M | 2.94% | +90.0% | Added |
| Duncker Streett & Co Inc | 48,232 | $20.3M | 3.77% | +43+0.1% | Added |
| Everhart Financial Group, Inc. | 48,169 | $20.3M | 4.18% | +5,342+12.5% | Added |
| Skopos Labs, Inc. | 48,146 | $20.3M | 6.05% | +3,268+7.3% | Added |
| Capital Planning Advisors, LLC | 48,014 | $20.2M | 3.13% | −447−0.9% | Reduced |
| Stansberry Asset Management, LLC | 47,899 | $20.2M | 2.62% | +2,204+4.8% | Added |
| Evelyn Partners Asset Management Ltd | 47,826 | $20.2M | 5.43% | +47,826 | New |
| Skyline Advisors, Inc. | 47,659 | $20.1M | 7.80% | −956−2.0% | Reduced |
| Ascent Wealth Partners, LLC | 47,587 | $20.1M | 2.70% | +2,794+6.2% | Added |
| Morse Asset Management, Inc | 47,556 | $20.0M | 4.59% | −19,848−29.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 47,404 | $20.0M | 0.69% | +6,806+16.8% | Added |
| Little House Capital LLC | 47,389 | $20.0M | 5.71% | +91+0.2% | Added |
| Oakworth Capital, Inc. | 47,375 | $20.0M | 1.37% | −1,337−2.7% | Reduced |
| Bellwether Advisors, LLC | 47,352 | $20.0M | 3.57% | +5,979+14.5% | Added |
| Northstar Asset Management Inc | 47,342 | $20.0M | 5.24% | −1,686−3.4% | Reduced |
| Penserra Capital Management LLC | 47,339 | $20.0M | 0.37% | +36,472+335.6% | Added |
| Oxford Financial Group Ltd | 47,313 | $19.9M | 1.29% | −12,589−21.0% | Reduced |
| Scott & Selber, Inc. | 47,303 | $19.9M | 6.00% | −1,103−2.3% | Reduced |
| Formidable Asset Management, LLC | 47,222 | $19.9M | 3.27% | −96−0.2% | Reduced |
| Biondo Investment Advisors, LLC | 47,138 | $19.9M | 2.74% | −72−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 47,382 | $19.8M | 1.02% | −1,576−3.2% | Reduced |
| Aspire Capital Advisors LLC | 46,981 | $19.8M | 5.66% | +1,352+3.0% | Added |
| Hedeker Wealth, LLC | 46,962 | $19.8M | 4.93% | +224+0.5% | Added |
| Scholtz & Company, LLC | 46,957 | $19.8M | 9.45% | −222−0.5% | Reduced |
| Camden Capital, LLC | 46,952 | $19.8M | 2.15% | −2,021−4.1% | Reduced |
| Silverlake Wealth Management LLC | 46,887 | $19.8M | 7.64% | +402+0.9% | Added |
| Aspiriant, LLC | 46,814 | $19.7M | 0.71% | +1,086+2.4% | Added |
| Inman Jager Wealth Management, LLC | 46,791 | $19.7M | 15.37% | +46,791 | New |
| Miller Wealth Advisors, LLC | 46,787 | $19.7M | 10.05% | −40.0% | Reduced |
| David Loasby | 47,071 | $19.7M | 1.81% | +1,109+2.4% | Added |
| Wells Trecaso Financial Group, LLC | 46,738 | $19.7M | 6.44% | −806−1.7% | Reduced |
| Beach Investment Counsel Inc | 46,700 | $19.7M | 2.66% | −6,494−12.2% | Reduced |
| Canal Capital Management, LLC | 46,572 | $19.6M | 3.18% | +490+1.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 46,550 | $19.6M | 1.12% | +754+1.6% | Added |
| Texas Yale Capital Corp. | 46,532 | $19.6M | 0.79% | −245−0.5% | Reduced |
| HCR Wealth Advisors | 46,487 | $19.6M | 2.45% | −537−1.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 46,464 | $19.6M | 6.70% | +205+0.4% | Added |
| Quantum Private Wealth, LLC | 46,392 | $19.6M | 6.25% | +1,910+4.3% | Added |
| Morningstar Investment Services LLC | 46,343 | $19.5M | 1.78% | −448,163−90.6% | Reduced |
| Geller Advisors LLC | 46,296 | $19.5M | 1.28% | −159−0.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,172 | $19.5M | 4.62% | −309−0.7% | Reduced |
| New Millennium Group LLC | 46,040 | $19.4M | 11.35% | −1,486−3.1% | Reduced |
| GDS Wealth Management | 46,039 | $19.4M | 1.77% | +2,358+5.4% | Added |
| Cordatus Wealth Management LLC | 46,028 | $19.4M | 5.12% | +1,587+3.6% | Added |
| Community Bank & Trust, Waco, Texas | 45,996 | $19.4M | 4.49% | −381−0.8% | Reduced |
| Savvy Advisors, Inc. | 45,960 | $19.4M | 2.33% | +22,843+98.8% | Added |
| McDonald Partners LLC | 45,948 | $19.4M | 4.95% | −1,237−2.6% | Reduced |
| Centre Asset Management, LLC | 45,900 | $19.3M | 4.43% | +669+1.5% | Added |
| Cooper Investors Pty Ltd | 45,862 | $19.3M | 3.05% | +972+2.2% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 45,850 | $19.3M | 1.00% | +4,900+12.0% | Added |
| Hilltop National Bank | 45,790 | $19.3M | 5.80% | −100−0.2% | Reduced |
| Jacobi Capital Management LLC | 45,654 | $19.2M | 1.44% | −531−1.1% | Reduced |
| Laurion Capital Management LP | 45,629 | $19.2M | 1.20% | +16,957+59.1% | Added |
| Allred Capital Management, LLC | 45,612 | $19.2M | 7.44% | −251−0.5% | Reduced |
| Rehmann Capital Advisory Group | 45,603 | $19.2M | 1.22% | −200−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 45,546 | $19.2M | 3.88% | +284+0.6% | Added |
| Eagle Rock Investment Company, LLC | 45,532 | $19.2M | 3.19% | +2,976+7.0% | Added |
| GPM Growth Investors, Inc. | 45,497 | $19.2M | 8.10% | −388−0.8% | Reduced |
| Q Capital Solutions | 45,407 | $19.1M | 7.49% | −12,251−21.2% | Reduced |
| Black Point Wealth Management | 45,395 | $19.1M | 22.14% | −149−0.3% | Reduced |