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 |
|---|---|---|---|---|---|
| Boyar Asset Management Inc. | 45,334 | $19.1M | 12.61% | −960−2.1% | Reduced |
| Symphony Financial, Ltd. Co. | 44,244 | $19.1M | 3.00% | −1,453−3.2% | Reduced |
| Investment Advisory Services Inc | 45,023 | $19.0M | 6.69% | −3,815−7.8% | Reduced |
| Brady Family Wealth, LLC | 44,924 | $18.9M | 5.81% | −804−1.8% | Reduced |
| Marietta Wealth Management, LLC | 44,889 | $18.9M | 2.71% | +846+1.9% | Added |
| McCollum Christoferson Group LLC | 44,860 | $18.9M | 5.59% | −24−0.1% | Reduced |
| J. W. Coons Advisors, LLC | 44,850 | $18.9M | 4.86% | −120−0.3% | Reduced |
| Nkcfo LLC | 44,825 | $18.9M | 8.31% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 44,786 | $18.9M | 6.88% | +101+0.2% | Added |
| Isthmus Partners, LLC | 44,779 | $18.9M | 2.29% | +2,207+5.2% | Added |
| First Interstate Bank | 44,765 | $18.9M | 1.14% | −1,804−3.9% | Reduced |
| Avantax Planning Partners, Inc. | 44,714 | $18.8M | 0.68% | +626+1.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 44,681 | $18.8M | 1.51% | +745+1.7% | Added |
| Diversify Wealth Management, LLC | 44,834 | $18.8M | 1.46% | +11,803+35.7% | Added |
| Providence Capital Advisors, LLC | 44,411 | $18.7M | 3.80% | +6,445+17.0% | Added |
| Lawson Kroeker Investment Management Inc | 44,408 | $18.7M | 3.52% | −567−1.3% | Reduced |
| Lattice Capital Management, LLC | 44,408 | $18.7M | 15.70% | 00.0% | Unchanged |
| Snider Financial Group | 44,309 | $18.7M | 5.79% | +21,583+95.0% | Added |
| Banque de Luxembourg S.A. | 44,111 | $18.7M | 10.05% | +44,111 | New |
| McKinley Carter Wealth Services, Inc. | 44,280 | $18.7M | 1.14% | +126+0.3% | Added |
| Patten Group, Inc. | 44,226 | $18.6M | 4.13% | +90.0% | Added |
| TigerOak Management, L.L.C. | 44,196 | $18.6M | 6.81% | +44,196 | New |
| Kestra Investment Management, LLC | 44,195 | $18.6M | 0.73% | +2,571+6.2% | Added |
| R.m.sincerbeaux Capital Management LLC | 44,041 | $18.6M | 11.14% | −4,275−8.8% | Reduced |
| Legacy Wealth Management, LLC | 43,975 | $18.5M | 7.36% | −920−2.0% | Reduced |
| Security National Bank | 43,964 | $18.5M | 2.64% | −108−0.2% | Reduced |
| Concord Wealth Partners | 43,835 | $18.5M | 3.03% | +2,093+5.0% | Added |
| Stoneridge Investment Partners LLC | 43,825 | $18.5M | 6.60% | +1,630+3.9% | Added |
| Continuum Advisory, LLC | 43,823 | $18.5M | 2.37% | +202+0.5% | Added |
| Paragon Capital Management LLC | 43,798 | $18.5M | 9.90% | −1,650−3.6% | Reduced |
| Hanson & Doremus Investment Management | 43,754 | $18.4M | 2.88% | +3,726+9.3% | Added |
| Sendero Wealth Management, LLC | 43,747 | $18.4M | 2.75% | +2,090+5.0% | Added |
| Portside Wealth Group, LLC | 43,731 | $18.4M | 3.05% | +1,369+3.2% | Added |
| Occidental Asset Management, LLC | 43,714 | $18.4M | 2.88% | +3,804+9.5% | Added |
| Gryphon Financial Partners LLC | 43,702 | $18.4M | 2.65% | −2,957−6.3% | Reduced |
| Berkshire Bank | 43,593 | $18.4M | 4.27% | +1,172+2.8% | Added |
| J.P. Marvel Investment Advisors, LLC | 43,578 | $18.4M | 3.03% | −620−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 43,462 | $18.3M | 1.94% | +1,910+4.6% | Added |
| Watts Gwilliam & Co., LLC | 43,271 | $18.3M | 3.86% | −604−1.4% | Reduced |
| Hoertkorn Richard Charles | 43,307 | $18.3M | 7.51% | −1,460−3.3% | Reduced |
| STF Management LP | 43,300 | $18.3M | 8.19% | +1,470+3.5% | Added |
| Valley National Advisers Inc | 43,295 | $18.2M | 3.28% | −2,030−4.5% | Reduced |
| JCIC Asset Management Inc. | 43,139 | $18.2M | 7.37% | +301+0.7% | Added |
| Baugh & Associates, LLC | 44,030 | $18.2M | 9.42% | +53+0.1% | Added |
| Manhattan West Asset Management, LLC | 43,071 | $18.2M | 4.90% | +1,359+3.3% | Added |
| My Personal CFO, LLC | 43,004 | $18.1M | 9.29% | +4,639+12.1% | Added |
| Leo Wealth, LLC | 43,199 | $18.1M | 1.62% | +332+0.8% | Added |
| Physicians Financial Services, Inc. | 42,846 | $18.1M | 5.48% | −30−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 42,829 | $18.1M | 2.60% | −180.0% | Reduced |
| Mayflower Financial Advisors, LLC | 42,793 | $18.0M | 2.70% | −257−0.6% | Reduced |
| Harold Davidson & Associates Inc. | 42,791 | $18.0M | 8.63% | +42,791 | New |
| MONECO Advisors, LLC | 42,472 | $17.9M | 1.89% | +2,778+7.0% | Added |
| Oak Grove Capital LLC | 42,397 | $17.9M | 3.59% | +6,128+16.9% | Added |
| Accent Capital Management, LLC | 42,375 | $17.9M | 10.24% | −31−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 42,328 | $17.8M | 1.44% | +5,958+16.4% | Added |
| Financial Partners Group, Inc | 42,279 | $17.8M | 2.60% | −108−0.3% | Reduced |
| Mirabaud Asset Management Ltd | 41,924 | $17.8M | 8.28% | +3,324+8.6% | Added |
| BW Gestao de Investimentos Ltda. | 42,252 | $17.8M | 0.83% | +14,429+51.9% | Added |
| Rodgers Brothers Inc. | 42,207 | $17.8M | 2.32% | +252+0.6% | Added |
| Apexium Financial, LP | 42,166 | $17.8M | 1.08% | +7,733+22.5% | Added |
| Sage Capital Advisors,llc | 42,138 | $17.8M | 4.62% | +97+0.2% | Added |
| Boston Research & Management Inc | 42,135 | $17.8M | 4.29% | −216−0.5% | Reduced |
| Whitener Capital Management, Inc. | 42,130 | $17.8M | 4.98% | −239−0.6% | Reduced |
| Harbor Island Capital LLC | 42,086 | $17.7M | 8.49% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 42,007 | $17.7M | 4.61% | −536−1.3% | Reduced |
| Romano Brothers and Company | 41,994 | $17.7M | 2.23% | −182−0.4% | Reduced |
| National Philanthropic Trust | 41,985 | $17.7M | 0.26% | +15,576+59.0% | Added |
| Chapin Davis, Inc. | 41,086 | $17.7M | 5.77% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 41,938 | $17.7M | 6.30% | +1,534+3.8% | Added |
| American Trust | 41,921 | $17.7M | 1.35% | +301+0.7% | Added |
| SeaBridge Investment Advisors LLC | 41,865 | $17.6M | 3.69% | +1,452+3.6% | Added |
| FFG Partners, LLC | 41,797 | $17.6M | 6.17% | +531+1.3% | Added |
| SOA Wealth Advisors, LLC. | 41,752 | $17.6M | 3.24% | −150−0.4% | Reduced |
| PDS Planning, Inc | 41,742 | $17.6M | 1.56% | +1,732+4.3% | Added |
| Roberts Glore & Co Inc | 41,694 | $17.6M | 5.22% | −174−0.4% | Reduced |
| Financial Advisory Service, Inc. | 41,649 | $17.6M | 1.48% | +578+1.4% | Added |
| Manchester Capital Management LLC | 41,600 | $17.5M | 2.04% | −58−0.1% | Reduced |
| Artemis Wealth Advisors, LLC | 41,596 | $17.5M | 3.13% | +9,008+27.6% | Added |
| Live Oak Private Wealth LLC | 41,566 | $17.5M | 2.94% | −2,785−6.3% | Reduced |
| Consolidated Planning Corp | 41,543 | $17.5M | 2.38% | +5,561+15.5% | Added |
| one8zero8, LLC | 41,446 | $17.5M | 3.77% | +41,446 | New |
| Harbor Capital Advisors, Inc. | 41,444 | $17.5M | 0.76% | −812−1.9% | Reduced |
| Morton Capital Management LLC | 41,438 | $17.5M | 3.30% | −353−0.8% | Reduced |
| Next Century Growth Investors LLC | 41,404 | $17.5M | 1.31% | +1,560+3.9% | Added |
| M. Kulyk & Associates, LLC | 41,330 | $17.4M | 3.77% | −2,066−4.8% | Reduced |
| Fox Hill Wealth Management | 41,214 | $17.4M | 9.83% | −1,375−3.2% | Reduced |
| Sandbox Financial Partners, LLC | 41,177 | $17.4M | 5.79% | +462+1.1% | Added |
| CRA Financial Services, LLC | 41,174 | $17.4M | 2.98% | +101+0.2% | Added |
| Great Lakes Retirement, Inc. | 41,174 | $17.4M | 2.24% | −100.0% | Reduced |
| Capital & Planning, LLC | 41,086 | $17.3M | 12.66% | +41,086 | New |
| Kavar Capital Partners Group, LLC | 41,070 | $17.3M | 2.93% | +325+0.8% | Added |
| Litman Gregory Asset Management LLC | 41,058 | $17.3M | 1.50% | −1,830−4.3% | Reduced |
| Quent Capital, LLC | 41,023 | $17.3M | 1.79% | +2,219+5.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 40,939 | $17.3M | 2.28% | −202−0.5% | Reduced |
| Legacy Trust | 40,880 | $17.2M | 4.00% | +630+1.6% | Added |
| Jackson Hole Capital Partners, LLC | 40,852 | $17.2M | 3.48% | +1,265+3.2% | Added |
| Catalyst Financial Partners LLC | 40,845 | $17.2M | 3.24% | +1,497+3.8% | Added |
| Thames Capital Management LLC | 40,843 | $17.2M | 4.67% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 40,800 | $17.2M | 6.03% | 00.0% | Unchanged |
| 111 Capital | 40,776 | $17.2M | 3.61% | +40,776 | New |