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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Telemark Asset Management, LLC | 30,000 | $12.6M | 1.26% | +10,000+50.0% | Added |
| Dumont & Blake Investment Advisors LLC | 29,995 | $12.6M | 3.39% | −238−0.8% | Reduced |
| Magnus Financial Group LLC | 29,987 | $12.6M | 1.22% | +320+1.1% | Added |
| Rovida Advisors Inc. | 30,000 | $12.6M | 9.83% | +30,000 | New |
| Cove Private Wealth, LLC | 29,969 | $12.6M | 7.59% | +4,696+18.6% | Added |
| SRS Capital Advisors, Inc. | 29,967 | $12.6M | 0.80% | +10,976+57.8% | Added |
| Stenger Family Office, LLC | 29,965 | $12.6M | 4.29% | +29,965 | New |
| Gibraltar Capital Management, Inc. | 29,950 | $12.6M | 5.57% | +321+1.1% | Added |
| Carderock Capital Management Inc | 29,928 | $12.6M | 3.16% | −1,422−4.5% | Reduced |
| Center for Financial Planning, Inc. | 29,924 | $12.6M | 1.68% | +227+0.8% | Added |
| Quadcap Wealth Management, LLC | 29,909 | $12.6M | 1.86% | −128−0.4% | Reduced |
| Financial Partners Group, LLC | 29,888 | $12.6M | 5.23% | −542−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 29,745 | $12.6M | 2.81% | −1,934−6.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 29,871 | $12.6M | 10.35% | −93−0.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 29,828 | $12.6M | 3.75% | −40−0.1% | Reduced |
| Quantitative Investment Management, LLC | 29,826 | $12.6M | 0.94% | +29,826 | New |
| Once Capital Management, LLC | 29,800 | $12.6M | 5.70% | +2,400+8.8% | Added |
| Roberts Capital Advisors, LLC | 29,777 | $12.6M | 10.51% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 29,771 | $12.5M | 4.77% | +85+0.3% | Added |
| Orca Investment Management, LLC | 29,711 | $12.5M | 11.78% | −1,253−4.0% | Reduced |
| Chapman Investment Management, LLC | 29,684 | $12.5M | 9.31% | −28−0.1% | Reduced |
| XXEC, Inc. | 29,671 | $12.5M | 10.37% | −1,034−3.4% | Reduced |
| Front Row Advisors LLC | 29,653 | $12.5M | 4.32% | −192−0.6% | Reduced |
| Chase Investment Counsel Corp | 29,640 | $12.5M | 4.01% | +9,598+47.9% | Added |
| TFR Capital, LLC. | 29,639 | $12.5M | 6.21% | +29,639 | New |
| Signet Financial Management, LLC | 29,470 | $12.4M | 1.59% | +801+2.8% | Added |
| Chesapeake Wealth Management | 29,466 | $12.4M | 4.26% | −667−2.2% | Reduced |
| Finer Wealth Management, Inc. | 29,462 | $12.4M | 7.12% | +662+2.3% | Added |
| Nikko Asset Management Americas, Inc. | 29,446 | $12.4M | 0.13% | −4,141−12.3% | Reduced |
| San Luis Wealth Advisors LLC | 29,431 | $12.4M | 2.35% | +6,770+29.9% | Added |
| LVW Advisors, LLC | 29,351 | $12.4M | 1.52% | −1,791−5.8% | Reduced |
| Barometer Capital Management Inc. | 27,604 | $12.3M | 4.94% | −2,107−7.1% | Reduced |
| Ayrshire Capital Management LLC | 29,195 | $12.3M | 6.00% | +5,874+25.2% | Added |
| Westwood Wealth Management | 29,194 | $12.3M | 4.45% | −1,258−4.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 29,147 | $12.3M | 2.76% | −166−0.6% | Reduced |
| Cambridge Advisors Inc. | 29,077 | $12.3M | 2.74% | −931−3.1% | Reduced |
| Wrapmanager Inc | 29,043 | $12.2M | 3.13% | +685+2.4% | Added |
| Peak Planning Group, LLC | 29,043 | $12.2M | 5.10% | −45−0.2% | Reduced |
| Vista Capital Partners, Inc. | 29,040 | $12.2M | 1.42% | −241−0.8% | Reduced |
| LRI Investments, LLC | 55,317 | $12.2M | 1.18% | −358−0.6% | Reduced |
| Callan Capital, LLC | 29,016 | $12.2M | 0.89% | −529−1.8% | Reduced |
| SPC Financial, Inc. | 29,014 | $12.2M | 1.07% | +1,716+6.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 28,985 | $12.2M | 3.03% | +140.0% | Added |
| AlphaCore Capital LLC | 28,983 | $12.2M | 2.64% | +864+3.1% | Added |
| MV Capital Management, Inc. | 28,980 | $12.2M | 1.30% | +57+0.2% | Added |
| Penn Davis McFarland Inc | 28,969 | $12.2M | 1.33% | +1,083+3.9% | Added |
| White Pine Investment CO | 28,901 | $12.2M | 3.29% | −145−0.5% | Reduced |
| Beck Capital Management, LLC | 28,891 | $12.2M | 3.23% | −4,283−12.9% | Reduced |
| Klingman & Associates, LLC | 28,875 | $12.2M | 0.75% | −1,236−4.1% | Reduced |
| Advisory Research Inc | 28,854 | $12.2M | 2.02% | −193−0.7% | Reduced |
| Stony Point Capital LLC | 28,834 | $12.2M | 2.79% | −2,154−7.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 28,817 | $12.1M | 5.97% | −740−2.5% | Reduced |
| AIMZ Investment Advisors, LLC | 28,810 | $12.1M | 4.22% | −371−1.3% | Reduced |
| Sax Wealth Advisors, LLC | 28,755 | $12.1M | 0.95% | +1,990+7.4% | Added |
| OV Management LLC | 28,736 | $12.1M | 5.62% | +1,744+6.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28,676 | $12.1M | 0.98% | +2,216+8.4% | Added |
| Atlas Wealth LLC | 28,669 | $12.1M | 4.57% | −290−1.0% | Reduced |
| Key Financial Inc | 28,668 | $12.1M | 2.75% | −900−3.0% | Reduced |
| Tiemann Investment Advisors, LLC | 28,632 | $12.1M | 5.36% | −465−1.6% | Reduced |
| Essex Savings Bank | 28,584 | $12.0M | 2.98% | +67+0.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,499 | $12.0M | 3.48% | +172+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,490 | $12.0M | 4.69% | +461+1.6% | Added |
| Patton Albertson Miller Group, LLC | 28,441 | $12.0M | 1.60% | +816+3.0% | Added |
| JB Capital LLC | 28,428 | $12.0M | 0.67% | +561+2.0% | Added |
| Slagle Financial, LLC | 28,397 | $12.0M | 5.39% | +2,250+8.6% | Added |
| Cinctive Capital Management LP | 28,387 | $12.0M | 0.64% | +28,387 | New |
| Secure Asset Management, LLC | 28,348 | $11.9M | 1.81% | +2,458+9.5% | Added |
| Argyle Capital Management Inc. | 28,346 | $11.9M | 4.71% | +19+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 28,316 | $11.9M | 7.19% | −204−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 28,316 | $11.9M | 1.29% | +843+3.1% | Added |
| Chancellor Financial Group WB LP | 28,306 | $11.9M | 9.61% | +28,306 | New |
| Trust Co of Oklahoma | 28,294 | $11.9M | 3.81% | +709+2.6% | Added |
| Cascades Capital Asset Management, LLC | 28,234 | $11.9M | 6.35% | +338+1.2% | Added |
| Harrington Investments, INC | 28,223 | $11.9M | 6.54% | +246+0.9% | Added |
| Beacon Investment Advisors LLC | 28,221 | $11.9M | 5.59% | +286+1.0% | Added |
| RDA Financial Network | 28,201 | $11.9M | 3.47% | +2,687+10.5% | Added |
| RWM Asset Management, LLC | 28,102 | $11.8M | 1.93% | +1,168+4.3% | Added |
| Kathmere Capital Management, LLC | 28,100 | $11.8M | 1.06% | +5,325+23.4% | Added |
| Consolidated Investment Group LLC | 28,089 | $11.8M | 1.66% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 28,060 | $11.8M | 5.02% | −612−2.1% | Reduced |
| Arlington Trust Co LLC | 28,047 | $11.8M | 2.48% | +470+1.7% | Added |
| Eukles Asset Management | 28,045 | $11.8M | 5.04% | −2,010−6.7% | Reduced |
| Diamant Asset Management, Inc. | 28,040 | $11.8M | 7.56% | −30−0.1% | Reduced |
| Kapitalo Investimentos Ltda | 28,027 | $11.8M | 7.90% | −519−1.8% | Reduced |
| Roanoke Asset Management Corp | 28,021 | $11.8M | 3.80% | −320−1.1% | Reduced |
| Maxi Investments CY Ltd | 27,961 | $11.8M | 2.27% | −5,061−15.3% | Reduced |
| Trexquant Investment LP | 27,922 | $11.8M | 0.14% | −106,779−79.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 27,911 | $11.8M | 0.28% | +1,663+6.3% | Added |
| Coronation Fund Managers Ltd. | 27,899 | $11.8M | 0.69% | −14,604−34.4% | Reduced |
| Chickasaw Capital Management LLC | 27,891 | $11.8M | 0.48% | −25−0.1% | Reduced |
| Menlo Advisors LLC | 27,887 | $11.8M | 6.00% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 27,883 | $11.8M | 9.21% | +27+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 27,876 | $11.7M | 1.15% | −389−1.4% | Reduced |
| McDonough Capital Management, Inc | 27,836 | $11.7M | 7.26% | +1,364+5.2% | Added |
| Councilmark Asset Management, LLC | 27,836 | $11.7M | 7.88% | +23+0.1% | Added |
| Oarsman Capital, Inc. | 27,828 | $11.7M | 2.05% | +539+2.0% | Added |
| Benson Investment Management Company, Inc. | 27,760 | $11.7M | 4.86% | −94−0.3% | Reduced |
| Keystone Financial Planning, Inc. | 27,718 | $11.7M | 3.62% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 27,708 | $11.7M | 1.49% | −6,175−18.2% | Reduced |
| Revolve Wealth Partners, LLC | 27,684 | $11.7M | 1.73% | +1,509+5.8% | Added |