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 |
|---|---|---|---|---|---|
| GKV Capital Management Co., Inc. | 40,736 | $17.2M | 7.00% | +40,736 | New |
| Apriem Advisors | 40,715 | $17.2M | 1.97% | +119+0.3% | Added |
| Westover Capital Advisors, LLC | 40,714 | $17.2M | 3.78% | +182+0.4% | Added |
| CFO4Life Group, LLC | 40,709 | $17.2M | 3.01% | +400+1.0% | Added |
| Union Heritage Capital, LLC | 40,696 | $17.2M | 6.34% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 40,678 | $17.1M | 7.40% | −3,644−8.2% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 40,630 | $17.1M | 5.55% | +546+1.4% | Added |
| Iowa State Bank | 40,628 | $17.1M | 3.56% | +88+0.2% | Added |
| Wealth Alliance | 40,372 | $17.0M | 2.03% | −1,415−3.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 40,346 | $17.0M | 1.75% | +40,346 | New |
| Lake Street Financial LLC | 40,339 | $17.0M | 2.72% | −1,200−2.9% | Reduced |
| Cantor Fitzgerald, L. P. | 40,335 | $17.0M | 0.65% | +40,335 | New |
| Wall Street Access Asset Management, LLC | 40,321 | $17.0M | 6.42% | +92+0.2% | Added |
| Trustmark National Bank Trust Department | 40,177 | $16.9M | 1.26% | +80+0.2% | Added |
| Blueprint Investment Partners LLC | 40,065 | $16.9M | 2.68% | +10,209+34.2% | Added |
| Alight Capital Management LP | 40,000 | $16.9M | 5.68% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 39,982 | $16.9M | 5.92% | −473−1.2% | Reduced |
| DCM Advisors, LLC | 40,261 | $16.8M | 7.90% | +6,713+20.0% | Added |
| Nicholas Investment Partners, LP | 39,895 | $16.8M | 1.48% | +3,300+9.0% | Added |
| Asset Dedication, LLC | 39,894 | $16.8M | 1.32% | −9,005−18.4% | Reduced |
| Banco BTG Pactual S.A. | 40,158 | $16.8M | 3.94% | −4,989−11.1% | Reduced |
| Stonebrook Private Inc. | 39,807 | $16.8M | 4.39% | +49+0.1% | Added |
| Lincoln Capital LLC | 39,714 | $16.7M | 3.52% | −643−1.6% | Reduced |
| Inlet Private Wealth, LLC | 39,670 | $16.7M | 4.42% | −236−0.6% | Reduced |
| Nilsine Partners, LLC | 39,670 | $16.7M | 1.79% | +5,004+14.4% | Added |
| Strategic Planning Group, LLC | 39,592 | $16.7M | 3.07% | +1,743+4.6% | Added |
| Timber Creek Capital Management LLC | 39,541 | $16.7M | 4.81% | +420+1.1% | Added |
| Avidian Wealth Solutions, LLC | 39,511 | $16.7M | 0.75% | +639+1.6% | Added |
| Birinyi Associates Inc | 39,500 | $16.6M | 4.58% | −1,501−3.7% | Reduced |
| Moser Wealth Advisors, LLC | 39,453 | $16.6M | 8.65% | −995−2.5% | Reduced |
| Greater Midwest Financial Group, LLC | 39,421 | $16.6M | 10.52% | +5,061+14.7% | Added |
| Enclave Advisors LLC | 39,391 | $16.6M | 2.73% | −1,725−4.2% | Reduced |
| Davidson Trust Co | 39,318 | $16.6M | 8.53% | +976+2.5% | Added |
| Grandview Asset Management LLC | 39,261 | $16.5M | 6.07% | +39,261 | New |
| Savoie Capital LLC | 39,253 | $16.5M | 1.97% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39,238 | $16.5M | 0.75% | −768−1.9% | Reduced |
| Aviance Capital Partners, LLC | 39,230 | $16.5M | 2.29% | +1,266+3.3% | Added |
| Searle & Co. | 39,212 | $16.5M | 4.76% | +647+1.7% | Added |
| Strategic Global Advisors, LLC | 39,121 | $16.5M | 3.01% | −5,575−12.5% | Reduced |
| Golden State Equity Partners | 39,037 | $16.5M | 3.14% | −746−1.9% | Reduced |
| Torray LLC | 39,010 | $16.4M | 2.36% | +494+1.3% | Added |
| Codex Capital Asset Management L.L.C. | 39,000 | $16.4M | 7.43% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 38,973 | $16.4M | 1.87% | +1,522+4.1% | Added |
| Tradewinds, LLC. | 40,043 | $16.4M | 4.56% | +596+1.5% | Added |
| Mattern Capital Management, LLC | 38,932 | $16.4M | 2.14% | +337+0.9% | Added |
| Roberts Wealth Advisors, LLC | 38,484 | $16.4M | 4.98% | +89+0.2% | Added |
| Old Second National Bank of Aurora | 38,884 | $16.4M | 3.73% | −43−0.1% | Reduced |
| Advisor OS, LLC | 38,870 | $16.4M | 1.90% | +88+0.2% | Added |
| Shikiar Asset Management Inc | 38,777 | $16.3M | 4.33% | −92−0.2% | Reduced |
| Potrero Capital Research LLC | 38,694 | $16.3M | 6.90% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 38,667 | $16.3M | 5.42% | −616−1.6% | Reduced |
| Brave Asset Management Inc | 38,565 | $16.3M | 5.17% | −1,558−3.9% | Reduced |
| Bradyco, Inc. | 34,941 | $16.2M | 10.02% | +34,941 | New |
| Lynwood Price Capital Management LP | 38,500 | $16.2M | 11.18% | +38,500 | New |
| Benedict Financial Advisors Inc | 38,481 | $16.2M | 3.94% | −1,275−3.2% | Reduced |
| Horizon Investments, LLC | 38,478 | $16.2M | 0.47% | +7,562+24.5% | Added |
| Wright Investors Service Inc | 38,428 | $16.2M | 5.26% | −12,149−24.0% | Reduced |
| Stokes Capital Advisors, LLC | 38,402 | $16.2M | 4.18% | +679+1.8% | Added |
| Texas Bank & Trust Co | 38,378 | $16.2M | 6.67% | +38,378 | New |
| Vega Investment Solutions | 38,345 | $16.2M | 13.30% | +38,345 | New |
| Guardian Wealth Advisors, LLC | 38,270 | $16.1M | 1.29% | +4,003+11.7% | Added |
| Brown Miller Wealth Management, LLC | 38,239 | $16.1M | 6.18% | −531−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 38,221 | $16.1M | 5.20% | −276−0.7% | Reduced |
| Puzo Michael J | 38,198 | $16.1M | 4.50% | −1,287−3.3% | Reduced |
| Unio Capital LLC | 38,148 | $16.1M | 5.75% | +8,240+27.6% | Added |
| Intellus Advisors LLC | 38,137 | $16.1M | 2.78% | +38,137 | New |
| Herold Advisors, Inc. | 38,104 | $16.1M | 3.50% | +46+0.1% | Added |
| Capital Investment Counsel, LLC | 38,111 | $16.1M | 2.68% | −223−0.6% | Reduced |
| First National Bank & Trust Co of Newtown | 38,024 | $16.0M | 3.35% | −4,465−10.5% | Reduced |
| Udine Wealth Management, Inc. | 38,015 | $16.0M | 10.29% | +1,354+3.7% | Added |
| NVWM, LLC | 38,014 | $16.0M | 4.04% | +228+0.6% | Added |
| Headwater Capital Co Ltd | 38,000 | $16.0M | 8.54% | +38,000 | New |
| Richard C. Young & CO., LTD. | 37,966 | $16.0M | 1.74% | +342+0.9% | Added |
| MSA Advisors, LLC | 37,900 | $16.0M | 4.00% | −2,540−6.3% | Reduced |
| Umpqua Bank | 38,420 | $16.0M | 5.52% | +3,051+8.6% | Added |
| Tranquility Partners, LLC | 37,697 | $15.9M | 5.98% | −398−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 37,686 | $15.9M | 1.57% | +12,887+52.0% | Added |
| Sirios Capital Management L P | 37,643 | $15.9M | 2.85% | −451−1.2% | Reduced |
| Accredited Investors Inc. | 37,584 | $15.8M | 0.93% | +15,540+70.5% | Added |
| Resonant Capital Advisors, LLC | 37,574 | $15.8M | 1.16% | +394+1.1% | Added |
| Walter & Keenan Financial Consulting Co | 37,495 | $15.8M | 4.78% | +550+1.5% | Added |
| David R. Rahn & Associates Inc. | 37,490 | $15.8M | 5.10% | +75+0.2% | Added |
| Enterprise Bank & Trust Co | 37,445 | $15.8M | 5.19% | +499+1.4% | Added |
| Ocean Capital Management, LLC | 37,386 | $15.8M | 3.43% | −1,261−3.3% | Reduced |
| Old Point Trust & Financial Services N A | 37,292 | $15.7M | 5.52% | −1,175−3.1% | Reduced |
| IFG Advisory, LLC | 37,277 | $15.7M | 0.89% | +2,180+6.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 37,204 | $15.7M | 6.00% | +37,204 | New |
| Royal Fund Management, LLC | 36,880 | $15.7M | 1.70% | −29,155−44.2% | Reduced |
| Heathbridge Capital Management Ltd. | 37,170 | $15.7M | 6.23% | −475−1.3% | Reduced |
| Platform Technology Partners | 37,155 | $15.7M | 4.74% | +650+1.8% | Added |
| Shepherd Financial Partners LLC | 37,127 | $15.6M | 1.87% | +853+2.4% | Added |
| BNC Wealth Management, LLC | 37,109 | $15.6M | 5.14% | +1,231+3.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,978 | $15.6M | 2.31% | +239+0.7% | Added |
| TLW Wealth Management, LLC | 36,964 | $15.6M | 9.28% | −10.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 36,918 | $15.6M | 0.30% | +155+0.4% | Added |
| Winthrop Advisory Group LLC | 36,827 | $15.5M | 1.86% | +7,131+24.0% | Added |
| 44 Wealth Management LLC | 36,825 | $15.5M | 5.97% | +614+1.7% | Added |
| InvesTrust | 36,625 | $15.5M | 4.32% | +36,625 | New |
| Fischer Financial Services, Inc. | 36,787 | $15.5M | 4.89% | +36,787 | New |
| LM Advisors LLC | 36,704 | $15.5M | 2.77% | +217+0.6% | Added |