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 |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 25,022 | $10.5M | 5.50% | +596+2.4% | Added |
| Marathon Capital Management | 25,022 | $10.5M | 2.63% | +263+1.1% | Added |
| Proem Advisors LLC | 25,000 | $10.5M | 4.82% | +25,000 | New |
| Papamarkou Wellner Asset Management inc. | 24,968 | $10.5M | 7.30% | +24,968 | New |
| CORDA Investment Management, LLC. | 24,967 | $10.5M | 0.84% | +854+3.5% | Added |
| Wealth High Governance Capital Ltda | 24,962 | $10.5M | 3.77% | +24,962 | New |
| Bray Capital Advisors | 24,946 | $10.5M | 2.85% | −5,290−17.5% | Reduced |
| Summit Financial Strategies, Inc. | 24,868 | $10.5M | 1.16% | −265−1.1% | Reduced |
| Westside Investment Management, Inc. | 24,848 | $10.5M | 2.21% | +22+0.1% | Added |
| Lakeview Capital Partners, LLC | 24,845 | $10.5M | 2.31% | −20,467−45.2% | Reduced |
| UBS Oconnor LLC | 24,844 | $10.5M | 0.26% | +12,722+104.9% | Added |
| Bizma Investimentos Ltda | 24,800 | $10.5M | 6.25% | −11,800−32.2% | Reduced |
| Whale Rock Capital Management LLC | 24,795 | $10.5M | 0.12% | −342,153−93.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 24,791 | $10.4M | 6.52% | +24,791 | New |
| Valley Brook Capital Group | 24,765 | $10.4M | 7.80% | +242+1.0% | Added |
| Hamel Associates, Inc. | 24,749 | $10.4M | 3.36% | −287−1.1% | Reduced |
| Alta Advisers Ltd | 24,724 | $10.4M | 6.58% | +3,724+17.7% | Added |
| Sterling Investment Advisors, Ltd. | 24,694 | $10.4M | 2.52% | +451+1.9% | Added |
| Cornerstone Enterprises, LLC | 24,686 | $10.4M | 6.25% | −141−0.6% | Reduced |
| MJP Associates Inc | 24,671 | $10.4M | 1.87% | +2,038+9.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,656 | $10.4M | 2.81% | −217−0.9% | Reduced |
| OMC Financial Services LTD | 24,641 | $10.4M | 4.42% | +459+1.9% | Added |
| Citizens Business Bank | 18,822 | $10.4M | 1.94% | −6,280−25.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 24,608 | $10.4M | 2.68% | +847+3.6% | Added |
| Mount Vernon Associates Inc | 24,597 | $10.4M | 8.08% | +120.0% | Added |
| DGS Capital Management, LLC | 24,595 | $10.4M | 2.60% | +690+2.9% | Added |
| WealthPlan Investment Management, LLC | 24,572 | $10.4M | 1.02% | +43+0.2% | Added |
| Vivaldi Capital Management, LLC | 23,822 | $10.4M | 1.59% | +4,190+21.3% | Added |
| Chelsea Counsel Co | 24,550 | $10.3M | 5.34% | +1,228+5.3% | Added |
| Main Street Group, LTD | 24,549 | $10.3M | 3.84% | +259+1.1% | Added |
| Linden Thomas Advisory Services, LLC | 24,528 | $10.3M | 1.31% | +3,933+19.1% | Added |
| Ignite Planners, LLC | 24,382 | $10.3M | 2.26% | +380+1.6% | Added |
| Oak Harvest Investment Services | 24,473 | $10.3M | 1.44% | −3,439−12.3% | Reduced |
| HHM Wealth Advisors, LLC | 24,462 | $10.3M | 1.40% | +5,385+28.2% | Added |
| Bremer Bank National Association | 24,459 | $10.3M | 2.04% | −88−0.4% | Reduced |
| Trust Co of Kansas | 24,458 | $10.3M | 4.95% | −166−0.7% | Reduced |
| Parisi Gray Wealth Management | 24,451 | $10.3M | 3.28% | −68−0.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 24,438 | $10.3M | 3.80% | −1,564−6.0% | Reduced |
| GWN Securities Inc. | 23,261 | $10.3M | 2.75% | +23,261 | New |
| Pinnacle West Asset Management, Inc. | 24,435 | $10.3M | 7.37% | −70−0.3% | Reduced |
| Leisure Capital Management | 24,427 | $10.3M | 4.03% | +1,729+7.6% | Added |
| Geneva Partners, LLC | 24,396 | $10.3M | 4.17% | −117−0.5% | Reduced |
| Redmond Asset Management, LLC | 24,357 | $10.3M | 2.56% | +13,705+128.7% | Added |
| David J Yvars Group | 24,336 | $10.3M | 6.26% | −1,357−5.3% | Reduced |
| Adirondack Trust Co | 24,335 | $10.3M | 3.92% | −136−0.6% | Reduced |
| Accurate Wealth Management, LLC | 24,467 | $10.3M | 1.97% | +1,269+5.5% | Added |
| General Partner, Inc. | 24,301 | $10.2M | 6.17% | −1,000−4.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 24,285 | $10.2M | 4.28% | −686−2.7% | Reduced |
| Brinker Capital Investments, LLC | 66,625 | $10.2M | 0.10% | −340,736−83.6% | Reduced |
| Orion Portfolio Solutions, LLC | 66,625 | $10.2M | 0.10% | −340,736−83.6% | Reduced |
| Ar Asset Management Inc | 24,279 | $10.2M | 2.32% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 24,261 | $10.2M | 5.47% | −813−3.2% | Reduced |
| Atlas Brown,Inc. | 24,212 | $10.2M | 3.49% | +271+1.1% | Added |
| CVA Family Office, LLC | 24,205 | $10.2M | 1.62% | +1,683+7.5% | Added |
| Wisconsin Capital Management LLC | 24,203 | $10.2M | 5.61% | −1,610−6.2% | Reduced |
| BOCHK Asset Management Ltd | 24,200 | $10.2M | 3.12% | −9,550−28.3% | Reduced |
| First Command Advisory Services, Inc. | 24,196 | $10.2M | 0.10% | +56+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 24,172 | $10.2M | 4.84% | +168+0.7% | Added |
| Elgethun Capital Management | 24,159 | $10.2M | 2.47% | +227+0.9% | Added |
| Berbice Capital Management LLC | 24,150 | $10.2M | 8.16% | +24,150 | New |
| Cim Investment Mangement Inc | 24,145 | $10.2M | 2.98% | −263−1.1% | Reduced |
| KG&L Capital Management,LLC | 24,142 | $10.2M | 3.27% | +3,258+15.6% | Added |
| Silver Oak Securities, Inc | 23,906 | $10.2M | 0.94% | +4,116+20.8% | Added |
| Sovran Advisors, LLC | 24,356 | $10.1M | 1.44% | +24,356 | New |
| Hurlow Wealth Management Group, Inc. | 24,007 | $10.1M | 3.16% | −2,496−9.4% | Reduced |
| Austin Private Wealth, LLC | 23,957 | $10.1M | 0.95% | +2,010+9.2% | Added |
| WealthShield Partners, LLC | 23,953 | $10.1M | 1.43% | −1,748−6.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 23,731 | $10.1M | 4.00% | −1,577−6.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 269,019 | $10.1M | 1.75% | +48,946+22.2% | Added |
| Key Client Fiduciary Advisors, LLC | 23,849 | $10.1M | 4.50% | −124−0.5% | Reduced |
| LCNB Corp | 23,843 | $10.0M | 3.66% | +19+0.1% | Added |
| Eqis Capital Management, Inc. | 23,832 | $10.0M | 0.83% | −1,719−6.7% | Reduced |
| Louisbourg Investments Inc. | 29,712 | $10.0M | 2.64% | +3,308+12.5% | Added |
| Agate Pass Investment Management, LLC | 23,806 | $10.0M | 4.54% | +1,556+7.0% | Added |
| Howard Financial Services, Ltd. | 23,798 | $10.0M | 1.36% | +4,846+25.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 23,302 | $10.0M | 3.32% | +97+0.4% | Added |
| Sandler Capital Management | 23,754 | $10.0M | 1.64% | +23,754 | New |
| Saranac Partners Ltd | 22,936 | $10.0M | 5.52% | +22,936 | New |
| Signal Advisors Wealth, LLC | 23,651 | $9.97M | 1.13% | +3,898+19.7% | Added |
| Red Cedar Investment Management, LLC | 23,625 | $9.96M | 1.25% | −5,020−17.5% | Reduced |
| Anb Bank | 23,606 | $9.95M | 4.37% | +23,606 | New |
| Alliance Wealth Advisors, LLC | 23,604 | $9.95M | 2.57% | −859−3.5% | Reduced |
| Corsair Capital Management, L.P. | 23,566 | $9.93M | 2.14% | 00.0% | Unchanged |
| First PREMIER Bank | 23,540 | $9.92M | 2.53% | −59−0.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 23,485 | $9.90M | 6.79% | +1,080+4.8% | Added |
| Sentinel Trust Co Lba | 23,466 | $9.89M | 1.14% | −243−1.0% | Reduced |
| Retirement Planning Group | 23,461 | $9.89M | 0.50% | +1,590+7.3% | Added |
| Peoples Financial Services Corp. | 23,441 | $9.88M | 4.58% | −671−2.8% | Reduced |
| D'Orazio & Associates, Inc. | 23,419 | $9.87M | 1.46% | −219−0.9% | Reduced |
| Blue Edge Capital, LLC | 23,397 | $9.86M | 1.55% | −39−0.2% | Reduced |
| Riverview Capital Advisers, LLC | 23,396 | $9.86M | 2.98% | −94−0.4% | Reduced |
| WT Wealth Management | 23,380 | $9.85M | 3.09% | +779+3.4% | Added |
| First Washington CORP | 23,364 | $9.85M | 3.48% | −69−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 23,335 | $9.84M | 4.30% | +12,588+117.1% | Added |
| TTP Investments, Inc. | 23,296 | $9.82M | 3.43% | +2,248+10.7% | Added |
| Heartland Bank & Trust Co | 23,246 | $9.80M | 5.32% | −498−2.1% | Reduced |
| Poehling Capital Management, LLC | 23,241 | $9.80M | 2.41% | −29−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 23,178 | $9.78M | 1.81% | +1,923+9.0% | Added |
| Cascade Financial Partners, LLC | 23,189 | $9.77M | 1.27% | +2,760+13.5% | Added |
| Tanager Wealth Management LLP | 23,186 | $9.77M | 1.27% | +492+2.2% | Added |