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 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 32,907 | $13.9M | 3.77% | −40.0% | Reduced |
| BankPlus Trust Department | 32,885 | $13.9M | 4.55% | +32,885 | New |
| Chronos Wealth Management, LLC | 32,884 | $13.9M | 7.08% | +589+1.8% | Added |
| Caxton Associates LP | 32,810 | $13.8M | 0.44% | −25,607−43.8% | Reduced |
| Stanley-Laman Group, Ltd. | 32,794 | $13.8M | 1.94% | −3,512−9.7% | Reduced |
| Northside Capital Management, LLC | 32,763 | $13.8M | 3.67% | +142+0.4% | Added |
| Somerset Trust Co | 32,707 | $13.8M | 5.19% | +565+1.8% | Added |
| Strait & Sound Wealth Management LLC | 32,658 | $13.8M | 6.39% | +264+0.8% | Added |
| Citizens & Northern Corp | 32,618 | $13.7M | 3.77% | +440+1.4% | Added |
| Maytus Capital Management, LLC | 32,500 | $13.7M | 4.79% | +32,500 | New |
| Symmetry Investments LP | 32,413 | $13.7M | 0.82% | +9,200+39.6% | Added |
| Midland Wealth Advisors LLC | 32,386 | $13.7M | 0.82% | −1,210−3.6% | Reduced |
| Tyche Wealth Partners LLC | 32,374 | $13.6M | 2.88% | −1,301−3.9% | Reduced |
| Old Port Advisors | 32,337 | $13.6M | 3.92% | −164−0.5% | Reduced |
| Dover Advisors, LLC | 32,333 | $13.6M | 7.81% | +301+0.9% | Added |
| Brentview Investment Management LLC | 32,268 | $13.6M | 7.73% | +32,268 | New |
| Concord Asset Management, LLC | 32,262 | $13.6M | 2.99% | +1,253+4.0% | Added |
| Sonata Capital Group Inc | 32,134 | $13.5M | 5.61% | −190−0.6% | Reduced |
| Fort Point Capital Partners LLC | 32,119 | $13.5M | 1.52% | +411+1.3% | Added |
| Alpha Family Trust | 32,070 | $13.5M | 7.59% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 32,059 | $13.5M | 1.33% | +678+2.2% | Added |
| Catalina Capital Group, LLC | 32,047 | $13.5M | 4.45% | +1,100+3.6% | Added |
| Muhlenkamp & Co Inc | 32,038 | $13.5M | 4.10% | +80+0.3% | Added |
| Glassy Mountain Advisors, Inc. | 32,025 | $13.5M | 4.62% | −2,630−7.6% | Reduced |
| Roman Butler Fullerton & Co | 31,041 | $13.5M | 4.28% | −2,677−7.9% | Reduced |
| Miura Global Management, LLC | 32,000 | $13.5M | 14.72% | +2,000+6.7% | Added |
| John G Ullman & Associates Inc | 31,981 | $13.5M | 1.98% | −1,595−4.8% | Reduced |
| Gardner Lewis Asset Management L P | 31,944 | $13.5M | 3.41% | −170−0.5% | Reduced |
| Reuter James Wealth Management, LLC | 31,931 | $13.5M | 2.49% | −1,004−3.0% | Reduced |
| Buckhead Capital Management LLC | 31,896 | $13.4M | 4.30% | −778−2.4% | Reduced |
| Boit C F David | 31,804 | $13.4M | 6.76% | +100+0.3% | Added |
| Strong Tower Advisory Services | 31,732 | $13.4M | 3.49% | +662+2.1% | Added |
| Waterloo Capital, L.P. | 31,721 | $13.4M | 1.41% | +1,467+4.8% | Added |
| Ellevest, Inc. | 31,702 | $13.4M | 0.77% | +1,676+5.6% | Added |
| Castle Rock Wealth Management, LLC | 32,690 | $13.4M | 3.18% | +116+0.4% | Added |
| Carroll Investors, Inc | 31,647 | $13.3M | 7.53% | +385+1.2% | Added |
| Maestria Partners LLC | 31,650 | $13.3M | 5.29% | +31,650 | New |
| True North Advisors, LLC | 31,646 | $13.3M | 3.14% | +8,735+38.1% | Added |
| Bulltick Wealth Management, LLC | 31,630 | $13.3M | 3.14% | +1,434+4.7% | Added |
| Madison Park Capital Advisors, LLC | 31,621 | $13.3M | 10.63% | +14,136+80.8% | Added |
| NatWest Group plc | 31,557 | $13.3M | 3.94% | −7,778−19.8% | Reduced |
| JT Stratford LLC | 31,555 | $13.3M | 2.19% | +803+2.6% | Added |
| Mirador Capital Partners LP | 31,514 | $13.3M | 2.41% | −306−1.0% | Reduced |
| Chatham Capital Group, Inc. | 31,496 | $13.3M | 2.18% | +61+0.2% | Added |
| FWL Investment Management, LLC | 31,462 | $13.3M | 4.83% | +1,032+3.4% | Added |
| Shorepoint Capital Partners LLC | 31,446 | $13.3M | 3.03% | +1,074+3.5% | Added |
| ICONIQ Capital, LLC | 31,437 | $13.3M | 0.21% | +14,160+82.0% | Added |
| Oxler Private Wealth LLC | 31,423 | $13.2M | 4.35% | −48−0.2% | Reduced |
| Founders Financial Alliance, LLC | 31,422 | $13.2M | 3.64% | +293+0.9% | Added |
| Monument Capital Management | 31,421 | $13.2M | 3.65% | +1,488+5.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,408 | $13.2M | 9.89% | −80−0.3% | Reduced |
| MCF Advisors LLC | 31,407 | $13.2M | 0.93% | +436+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 31,382 | $13.2M | 1.35% | +355+1.1% | Added |
| Paragon Private Wealth Management, LLC | 31,346 | $13.2M | 6.10% | +1,185+3.9% | Added |
| Crews Bank & Trust | 31,300 | $13.2M | 2.22% | +31,300 | New |
| Cornerstone Advisory, LLC | 32,300 | $13.2M | 1.50% | −686−2.1% | Reduced |
| L2 Asset Management, LLC | 31,280 | $13.2M | 2.88% | −8,686−21.7% | Reduced |
| Perennial Investment Advisors, LLC | 31,204 | $13.2M | 1.55% | +1,497+5.0% | Added |
| Telos Capital Management, Inc. | 31,192 | $13.1M | 1.40% | −633−2.0% | Reduced |
| GenTrust, LLC | 31,192 | $13.1M | 0.57% | +14,354+85.2% | Added |
| Capital Market Strategies LLC | 31,186 | $13.1M | 7.56% | +231+0.7% | Added |
| State of Wyoming | 31,080 | $13.1M | 1.67% | +23,033+286.2% | Added |
| Asio Capital, LLC | 31,040 | $13.1M | 2.47% | −506−1.6% | Reduced |
| Northstar Asset Management LLC | 30,975 | $13.1M | 2.99% | −310−1.0% | Reduced |
| Sentry Investment Management LLC | 30,967 | $13.1M | 6.22% | −4,806−13.4% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 30,965 | $13.1M | 3.05% | −59−0.2% | Reduced |
| Windward Capital Management Co | 30,913 | $13.0M | 1.00% | −481−1.5% | Reduced |
| Optas, LLC | 30,880 | $13.0M | 2.80% | +1,490+5.1% | Added |
| Personal Cfo Solutions, LLC | 30,878 | $13.0M | 2.56% | +439+1.4% | Added |
| Stonebridge Financial Group, LLC | 30,868 | $13.0M | 1.43% | +30,868 | New |
| MidWestOne Financial Group, Inc. | 30,827 | $13.0M | 1.82% | +501+1.7% | Added |
| Nicolet Bankshares Inc | 30,821 | $13.0M | 3.07% | +689+2.3% | Added |
| FCG Investment Co | 30,818 | $13.0M | 7.90% | +2,817+10.1% | Added |
| Nadler Financial Group, Inc. | 30,767 | $13.0M | 1.37% | +245+0.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 30,761 | $13.0M | 0.11% | +352+1.2% | Added |
| Garrett Investment Advisors LLC | 30,744 | $13.0M | 1.26% | +4,238+16.0% | Added |
| Baldwin Investment Management, LLC | 30,730 | $13.0M | 1.69% | −10,099−24.7% | Reduced |
| TFG Advisers LLC | 30,686 | $12.9M | 4.65% | −200−0.6% | Reduced |
| In-Depth Partners, LLC | 30,619 | $12.9M | 13.67% | +6,205+25.4% | Added |
| Uncommon Cents Investing LLC | 30,593 | $12.9M | 3.84% | −1,031−3.3% | Reduced |
| Huber Capital Management LLC | 30,543 | $12.9M | 2.57% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 30,493 | $12.9M | 3.83% | +141+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 30,431 | $12.8M | 3.29% | +477+1.6% | Added |
| Stony Point Wealth Management Inc. | 30,418 | $12.8M | 5.10% | +1,197+4.1% | Added |
| Goodman Advisory Group, LLC | 30,395 | $12.8M | 3.78% | +1,635+5.7% | Added |
| Newman Dignan & Sheerar, Inc. | 30,359 | $12.8M | 3.28% | −649−2.1% | Reduced |
| White Pine Capital LLC | 30,342 | $12.8M | 4.31% | +40.0% | Added |
| Delta Financial Advisors LLC | 30,340 | $12.8M | 4.75% | −84−0.3% | Reduced |
| CNB Bank | 30,222 | $12.7M | 5.92% | +1,168+4.0% | Added |
| Argentarii, LLC | 30,197 | $12.7M | 6.40% | +30,197 | New |
| Drexel Morgan & Co. | 30,129 | $12.7M | 2.62% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 30,127 | $12.7M | 6.90% | +475+1.6% | Added |
| Founders Financial Securities LLC | 30,113 | $12.7M | 1.14% | +1,865+6.6% | Added |
| Seizert Capital Partners, LLC | 30,087 | $12.7M | 0.57% | −448−1.5% | Reduced |
| Evexia Wealth LLC | 30,916 | $12.7M | 4.29% | +159+0.5% | Added |
| Financial Security Advisor, Inc. | 30,005 | $12.6M | 3.21% | −82−0.3% | Reduced |
| Bornite Capital Management LP | 30,000 | $12.6M | 1.70% | −70,000−70.0% | Reduced |
| Ardsley Advisory Partners LP | 30,000 | $12.6M | 2.45% | −1,000−3.2% | Reduced |
| General Pension Society PZU Joint Stock Co | 30,000 | $12.6M | 3.88% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $12.6M | 2.84% | 00.0% | Unchanged |