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 |
|---|---|---|---|---|---|
| Kensington Investment Counsel, LLC | 27,636 | $11.6M | 4.86% | −526−1.9% | Reduced |
| Bank Ozk | 27,600 | $11.6M | 4.82% | −319−1.1% | Reduced |
| Breakwater Investment Management | 27,541 | $11.6M | 4.93% | −70.0% | Reduced |
| Catalyst Capital Advisors LLC | 27,528 | $11.6M | 0.25% | +1,164+4.4% | Added |
| Evanson Asset Management, LLC | 27,514 | $11.6M | 0.82% | −290−1.0% | Reduced |
| KPP Advisory Services LLC | 27,513 | $11.6M | 2.73% | +402+1.5% | Added |
| Armstrong Advisory Group, Inc | 27,506 | $11.6M | 0.93% | +638+2.4% | Added |
| Hardy Reed LLC | 27,504 | $11.6M | 1.02% | +763+2.9% | Added |
| Loudon Investment Management, LLC | 27,491 | $11.6M | 6.59% | −35−0.1% | Reduced |
| Summerhill Capital Management lnc. | 27,490 | $11.6M | 8.65% | +557+2.1% | Added |
| VeraBank, N.A. | 27,464 | $11.6M | 3.26% | −14−0.1% | Reduced |
| Cardiff Park Advisors, LLC | 27,456 | $11.6M | 1.10% | −1,803−6.2% | Reduced |
| Palo DS Manager LLC | 27,442 | $11.6M | 5.41% | +1,474+5.7% | Added |
| Huntleigh Advisors, Inc. | 27,429 | $11.6M | 2.49% | +27,429 | New |
| Fairfield, Bush & Co. | 27,427 | $11.6M | 6.80% | +326+1.2% | Added |
| Empire Financial Management Company, LLC | 27,307 | $11.5M | 3.59% | −540−1.9% | Reduced |
| Sawyer & Company, Inc | 27,278 | $11.5M | 4.25% | +1,623+6.3% | Added |
| Ballast Advisors LLC | 27,275 | $11.5M | 3.54% | +582+2.2% | Added |
| Brick & Kyle, Associates | 27,275 | $11.5M | 4.89% | −247−0.9% | Reduced |
| MEMBERS Trust Co | 27,214 | $11.5M | 0.40% | +597+2.2% | Added |
| Sandhill Capital Partners LLC | 27,192 | $11.5M | 0.90% | −71−0.3% | Reduced |
| Kemnay Advisory Services Inc. | 27,149 | $11.4M | 2.06% | −3,716−12.0% | Reduced |
| Smith, Moore & Co. | 27,139 | $11.4M | 1.05% | +348+1.3% | Added |
| Integrated Investment Consultants, LLC | 27,137 | $11.4M | 2.36% | +3,865+16.6% | Added |
| Greenfield Savings Bank | 27,090 | $11.4M | 5.47% | −304−1.1% | Reduced |
| Meridian Investment Counsel Inc. | 27,077 | $11.4M | 3.41% | −1,148−4.1% | Reduced |
| Okabena Investment Services Inc | 27,067 | $11.4M | 3.17% | +7,036+35.1% | Added |
| Retirement Solution Inc. | 27,056 | $11.4M | 2.99% | −12,454−31.5% | Reduced |
| Excalibur Management Corp | 27,040 | $11.4M | 4.53% | −2,165−7.4% | Reduced |
| Eos Management, L.P. | 26,979 | $11.4M | 4.79% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 26,925 | $11.4M | 3.53% | +577+2.2% | Added |
| Sentry LLC | 26,857 | $11.3M | 2.20% | −1,899−6.6% | Reduced |
| Wimmer Associates 1, LLC | 26,855 | $11.3M | 5.60% | −302−1.1% | Reduced |
| Childress Capital Advisors, LLC | 26,854 | $11.3M | 3.16% | +143+0.5% | Added |
| BKM Wealth Management, LLC | 26,822 | $11.3M | 4.64% | +2,172+8.8% | Added |
| S.E.E.D. Planning Group LLC | 26,819 | $11.3M | 3.77% | +1,347+5.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 26,814 | $11.3M | 3.13% | +5,252+24.4% | Added |
| Penbrook Management LLC | 26,803 | $11.3M | 7.71% | −325−1.2% | Reduced |
| Concentric Capital Strategies, LP | 26,780 | $11.3M | 0.71% | −31,820−54.3% | Reduced |
| Pinpoint Asset Management Ltd | 26,767 | $11.3M | 2.00% | −2,786−9.4% | Reduced |
| L.M. Kohn & Company | 26,754 | $11.3M | 2.92% | −348−1.3% | Reduced |
| Bridge Creek Capital Management LLC | 26,735 | $11.3M | 3.47% | −245−0.9% | Reduced |
| Washington Trust Advisors, Inc. | 26,730 | $11.3M | 0.94% | +599+2.3% | Added |
| Wambolt & Associates, LLC | 26,711 | $11.3M | 3.60% | −5,467−17.0% | Reduced |
| Principal Street Partners, LLC | 26,710 | $11.3M | 2.21% | −25,578−48.9% | Reduced |
| Harmony Asset Management LLC | 26,655 | $11.2M | 4.45% | −1,240−4.4% | Reduced |
| Hamilton Capital Partners, LLC | 26,649 | $11.2M | 7.09% | +26,649 | New |
| Global Wealth Management Investment Advisory, Inc. | 26,626 | $11.2M | 2.31% | +1,562+6.2% | Added |
| Buck Wealth Strategies, LLC | 26,602 | $11.2M | 2.33% | +7,514+39.4% | Added |
| Triangle Securities Wealth Management | 26,571 | $11.2M | 2.87% | −582−2.1% | Reduced |
| Simplicity Wealth,LLC | 26,559 | $11.2M | 2.33% | −11,671−30.5% | Reduced |
| Prestige Wealth Management Group LLC | 26,550 | $11.2M | 2.33% | −603−2.2% | Reduced |
| Unionview, LLC | 26,362 | $11.1M | 8.14% | −23−0.1% | Reduced |
| Enterprise Financial Services Corp | 26,284 | $11.1M | 6.16% | +1,234+4.9% | Added |
| Lester Murray Antman dba SimplyRich | 26,274 | $11.1M | 3.16% | −25−0.1% | Reduced |
| Canopy Partners, LLC | 26,260 | $11.1M | 4.23% | +3,273+14.2% | Added |
| Lantz Financial LLC | 26,211 | $11.0M | 2.94% | −65−0.2% | Reduced |
| Barton Investment Management | 26,195 | $11.0M | 1.17% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 26,195 | $11.0M | 0.44% | +26,195 | New |
| Founders Capital Management | 26,187 | $11.0M | 6.99% | −424−1.6% | Reduced |
| Channel Wealth LLC | 26,163 | $11.0M | 3.59% | +4,002+18.1% | Added |
| NovaPoint Capital, LLC | 26,074 | $11.0M | 3.35% | +412+1.6% | Added |
| First City Capital Management, Inc. | 26,042 | $11.0M | 5.84% | +564+2.2% | Added |
| Mezzasalma Advisors, LLC | 26,026 | $11.0M | 3.54% | −158−0.6% | Reduced |
| McHugh Group, LLC | 26,004 | $11.0M | 8.18% | +26,004 | New |
| Harbor Advisors LLC | 26,000 | $11.0M | 1.72% | +500+2.0% | Added |
| Buttonwood Financial Advisors Inc. | 25,995 | $11.0M | 4.82% | −262−1.0% | Reduced |
| United Advisor Group, LLC | 25,980 | $11.0M | 2.17% | +1,101+4.4% | Added |
| JNBA Financial Advisors | 25,973 | $10.9M | 1.12% | +14+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 25,948 | $10.9M | 2.13% | +25,948 | New |
| Costello Asset Management, INC | 25,890 | $10.9M | 7.22% | +2,701+11.6% | Added |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 25,857 | $10.9M | 2.70% | −19,149−42.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 25,800 | $10.9M | 4.80% | +10,300+66.5% | Added |
| Nan Fung Trinity (HK) Ltd | 25,700 | $10.8M | 2.21% | +25,700 | New |
| Commonwealth Retirement Investments LLC | 25,689 | $10.8M | 4.46% | +681+2.7% | Added |
| Plante Moran Financial Advisors, LLC | 25,622 | $10.8M | 0.90% | −1,042−3.9% | Reduced |
| Eastover Investment Advisors LLC | 25,612 | $10.8M | 5.05% | −492−1.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 25,605 | $10.8M | 2.57% | +25,605 | New |
| Lederer & Associates Investment Counsel | 25,544 | $10.8M | 7.52% | −574−2.2% | Reduced |
| Great Diamond Partners, LLC | 25,425 | $10.7M | 2.77% | −445−1.7% | Reduced |
| Keystone Wealth Services, LLC | 25,390 | $10.7M | 2.83% | +999+4.1% | Added |
| Radnor Capital Management, LLC | 25,360 | $10.7M | 1.79% | −4,577−15.3% | Reduced |
| Settian Capital LP | 25,350 | $10.7M | 7.71% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 25,331 | $10.7M | 4.14% | +1,483+6.2% | Added |
| RB Capital Management, LLC | 25,330 | $10.7M | 2.50% | −16−0.1% | Reduced |
| Advocate Group LLC | 25,266 | $10.6M | 2.01% | −1,099−4.2% | Reduced |
| Liberty Capital Management, Inc. | 25,266 | $10.6M | 2.36% | −742−2.9% | Reduced |
| Souders Financial Advisors | 25,253 | $10.6M | 1.49% | −2,944−10.4% | Reduced |
| Stelac Advisory Services LLC | 25,248 | $10.6M | 4.15% | −204−0.8% | Reduced |
| West Michigan Advisors, LLC | 25,248 | $10.6M | 3.21% | −535−2.1% | Reduced |
| OneAscent Financial Services LLC | 25,232 | $10.6M | 0.90% | +9,457+59.9% | Added |
| Drive Wealth Management, LLC | 25,232 | $10.6M | 2.61% | +455+1.8% | Added |
| Herald Investment Management Ltd | 25,245 | $10.6M | 1.74% | −755−2.9% | Reduced |
| Tikehau Investment Management | 25,231 | $10.6M | 12.80% | −2,819−10.0% | Reduced |
| Tradewinds Capital Management, LLC | 25,178 | $10.6M | 2.80% | +4,637+22.6% | Added |
| Pacifica Partners Inc. | 25,309 | $10.6M | 4.58% | −317−1.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 25,111 | $10.6M | 5.53% | +25,111 | New |
| Capital Advisors Wealth Management, LLC | 25,063 | $10.6M | 1.88% | +1,926+8.3% | Added |
| Enhancing Capital LLC | 25,037 | $10.6M | 8.41% | +25,037 | New |
| IFC Advisors LLC | 25,029 | $10.5M | 2.30% | +25,029 | New |