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 |
|---|---|---|---|---|---|
| Southeast Asset Advisors Inc. | 36,687 | $15.5M | 1.90% | −4,402−10.7% | Reduced |
| Selway Asset Management | 36,677 | $15.5M | 6.07% | +33+0.1% | Added |
| Round Rock Advisors, LLC | 36,676 | $15.5M | 3.17% | +250+0.7% | Added |
| Portland Global Advisors LLC | 36,670 | $15.5M | 1.96% | +144+0.4% | Added |
| Marshall & Sullivan Inc | 36,597 | $15.4M | 7.54% | +29+0.1% | Added |
| Impact Capital Partners LLC | 36,574 | $15.4M | 5.49% | +36,574 | New |
| Horan Capital Advisors, LLC. | 36,533 | $15.4M | 5.19% | −575−1.5% | Reduced |
| Prudent Investors Network | 36,484 | $15.4M | 4.50% | +2,641+7.8% | Added |
| Westmount Partners, LLC | 36,465 | $15.4M | 4.67% | +702+2.0% | Added |
| Mission Creek Capital Partners, Inc. | 36,358 | $15.3M | 3.34% | +503+1.4% | Added |
| Bank Hapoalim BM | 36,327 | $15.3M | 2.48% | −2,563−6.6% | Reduced |
| Pegasus Asset Management, Inc. | 36,295 | $15.3M | 5.77% | +111+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 36,278 | $15.3M | 3.21% | −1,689−4.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 36,180 | $15.3M | 2.05% | +1,218+3.5% | Added |
| Capital Investment Advisory Services, LLC | 36,157 | $15.2M | 1.47% | −329−0.9% | Reduced |
| Consolidated Portfolio Review Corp | 36,134 | $15.2M | 2.41% | +19,923+122.9% | Added |
| Vishria Bird Financial Group, LLC | 36,089 | $15.2M | 5.33% | −281−0.8% | Reduced |
| Broadwater Capital Management LLC | 36,079 | $15.2M | 11.65% | −150−0.4% | Reduced |
| United Capital Management of KS, Inc. | 36,033 | $15.2M | 2.76% | +685+1.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 35,995 | $15.2M | 3.50% | +4,684+15.0% | Added |
| Chiron Investment Management, LLC | 35,948 | $15.2M | 5.05% | +13,541+60.4% | Added |
| Raab & Moskowitz Asset Management LLC | 35,910 | $15.1M | 3.71% | +1,789+5.2% | Added |
| Nutshell Asset Management Ltd | 35,870 | $15.1M | 9.55% | +35,870 | New |
| Hall Capital Management Co Inc | 35,846 | $15.1M | 7.05% | +35,846 | New |
| Greystone Financial Group, LLC | 35,835 | $15.1M | 2.63% | +2,192+6.5% | Added |
| DLK Investment Management, LLC | 35,793 | $15.1M | 6.31% | −296−0.8% | Reduced |
| Connable Office Inc | 35,773 | $15.1M | 1.56% | +1,906+5.6% | Added |
| McGinn Investment Management, Inc. | 35,772 | $15.1M | 10.07% | −222−0.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 35,770 | $15.1M | 0.82% | −130.0% | Reduced |
| M Holdings Securities, Inc. | 35,755 | $15.1M | 2.43% | +35,755 | New |
| Lafayette Investments, Inc. | 35,755 | $15.1M | 3.23% | +149+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 35,727 | $15.1M | 2.86% | −1,046−2.8% | Reduced |
| Northwest Capital Management Inc | 35,668 | $15.0M | 6.45% | +278+0.8% | Added |
| FACT Capital, LP | 35,649 | $15.0M | 6.56% | −4,033−10.2% | Reduced |
| Jupiter Wealth Management LLC | 35,618 | $15.0M | 7.52% | +400+1.1% | Added |
| Ervin Investment Management, LLC | 35,611 | $15.0M | 9.68% | −1,037−2.8% | Reduced |
| Alaska Permanent Fund Corp | 35,576 | $15.0M | 0.22% | 00.0% | Unchanged |
| Central Bank & Trust Co | 35,534 | $15.0M | 2.27% | −2,414−6.4% | Reduced |
| Hirtle Callaghan & Co LLC | 35,442 | $14.9M | 0.63% | +864+2.5% | Added |
| Grove Bank & Trust | 35,388 | $14.9M | 2.07% | +1,814+5.4% | Added |
| Legacy Financial Advisors, Inc. | 35,355 | $14.9M | 2.46% | +1,803+5.4% | Added |
| Advisory Alpha, LLC | 35,353 | $14.9M | 0.53% | +2,684+8.2% | Added |
| Northwest Bancshares, Inc. | 35,347 | $14.9M | 2.76% | −3,322−8.6% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 35,333 | $14.9M | 5.42% | +35,333 | New |
| Kesler, Norman & Wride, LLC | 35,311 | $14.9M | 3.21% | +210+0.6% | Added |
| Bell Bank | 35,291 | $14.9M | 1.11% | +1,007+2.9% | Added |
| Kidder Stephen W | 35,270 | $14.9M | 4.47% | +101+0.3% | Added |
| Strategic Investment Advisors | 35,221 | $14.8M | 1.58% | −271−0.8% | Reduced |
| Bank of New Hampshire | 35,205 | $14.8M | 3.82% | −500−1.4% | Reduced |
| Versant Capital Management, Inc | 35,205 | $14.8M | 3.20% | +2,734+8.4% | Added |
| Delta Investment Management, LLC | 35,173 | $14.8M | 2.89% | +936+2.7% | Added |
| Fortis Capital Advisors, LLC | 35,498 | $14.8M | 5.06% | −257−0.7% | Reduced |
| Tradition Wealth Management, LLC | 35,124 | $14.8M | 1.30% | −62−0.2% | Reduced |
| Citizens National Bank Trust Department | 35,065 | $14.8M | 3.13% | +327+0.9% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $14.8M | 5.52% | 00.0% | Unchanged |
| First Bank & Trust | 34,948 | $14.7M | 2.83% | +93+0.3% | Added |
| Apollon Financial, LLC | 34,946 | $14.7M | 3.65% | +1,560+4.7% | Added |
| TCI Wealth Advisors, Inc. | 34,896 | $14.7M | 1.23% | +309+0.9% | Added |
| Abbot Financial Management, Inc. | 34,844 | $14.7M | 7.31% | +112+0.3% | Added |
| Humankind Investments LLC | 34,809 | $14.7M | 3.71% | +487+1.4% | Added |
| Harrell Investment Partners, LLC | 34,781 | $14.7M | 4.10% | −1,997−5.4% | Reduced |
| TRUE Private Wealth Advisors | 34,724 | $14.6M | 1.78% | −721−2.0% | Reduced |
| Aries Wealth Management | 34,705 | $14.6M | 4.03% | −498−1.4% | Reduced |
| Plancorp, LLC | 34,565 | $14.6M | 0.60% | +1,536+4.7% | Added |
| Zullo Investment Group, Inc. | 34,553 | $14.6M | 5.88% | −40−0.1% | Reduced |
| Hollow Brook Wealth Management LLC | 34,406 | $14.5M | 4.45% | −2,877−7.7% | Reduced |
| Summa Corp. | 34,306 | $14.5M | 7.09% | −1,112−3.1% | Reduced |
| Gifford Fong Associates | 34,302 | $14.5M | 3.55% | 00.0% | Unchanged |
| Parker Investment Management, LLC | 34,299 | $14.5M | 2.25% | −1,376−3.9% | Reduced |
| ZEGA Investments, LLC | 32,536 | $14.4M | 4.28% | +32,536 | New |
| LMG Wealth Partners, LLC | 34,209 | $14.4M | 3.14% | +416+1.2% | Added |
| Arvest Bank Trust Division | 34,150 | $14.4M | 0.87% | −238−0.7% | Reduced |
| Consolidated Capital Management, LLC | 34,149 | $14.4M | 6.28% | +110.0% | Added |
| Summit Global Investments | 34,055 | $14.4M | 0.90% | −10,732−24.0% | Reduced |
| Hudson Value Partners, LLC | 34,054 | $14.4M | 5.34% | +3,893+12.9% | Added |
| Advanced Asset Management Advisors Inc | 34,045 | $14.3M | 3.76% | −81−0.2% | Reduced |
| Bluegrass Capital Partners LP | 34,000 | $14.3M | 12.72% | +7,000+25.9% | Added |
| Bearing Point Capital, LLC | 33,958 | $14.3M | 2.98% | +33,958 | New |
| Miller Investment Management, LP | 33,930 | $14.3M | 1.57% | +166+0.5% | Added |
| Cache Advisors, LLC | 33,805 | $14.2M | 5.94% | +33,805 | New |
| Garrison Point Advisors, LLC | 33,736 | $14.2M | 6.75% | +17,710+110.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,095 | $14.2M | 0.64% | +770+2.4% | Added |
| Financial Network Wealth Management LLC | 33,651 | $14.2M | 5.07% | −258−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 33,565 | $14.1M | 1.22% | +3,412+11.3% | Added |
| Financial Perspectives, Inc | 33,537 | $14.1M | 4.75% | +541+1.6% | Added |
| Ravenstone Capital Management Inc. | 33,532 | $14.1M | 8.12% | +395+1.2% | Added |
| Parus Finance (UK) Ltd | 33,512 | $14.1M | 4.43% | −2,505−7.0% | Reduced |
| Birch Capital Management, LLC | 33,463 | $14.1M | 7.10% | +2,227+7.1% | Added |
| Affinity Wealth Management LLC | 33,288 | $14.0M | 2.49% | +46+0.1% | Added |
| Bedel Financial Consulting, Inc. | 33,928 | $14.0M | 1.95% | −268−0.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 33,217 | $14.0M | 0.31% | +33,217 | New |
| Quotient Wealth Partners, LLC | 33,176 | $14.0M | 0.46% | −295−0.9% | Reduced |
| Carnegie Lake Advisors LLC | 33,124 | $14.0M | 5.63% | 00.0% | Unchanged |
| 1248 Management, LLC | 33,089 | $13.9M | 6.01% | +33,089 | New |
| Dudley Capital Management, LLC | 33,086 | $13.9M | 7.14% | +119+0.4% | Added |
| Ashton Thomas Securities, LLC | 33,087 | $13.9M | 3.83% | +3,217+10.8% | Added |
| Biltmore Family Office, LLC | 33,027 | $13.9M | 2.34% | −379−1.1% | Reduced |
| CV Advisors LLC | 33,181 | $13.9M | 4.84% | +9,349+39.2% | Added |
| Legacy Edge Advisors, LLC | 32,697 | $13.9M | 2.20% | +114+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 32,930 | $13.9M | 2.09% | −10,685−24.5% | Reduced |