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 |
|---|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | 23,180 | $9.77M | 1.84% | −173−0.7% | Reduced |
| Aldebaran Capital, LLC | 23,175 | $9.77M | 9.28% | −727−3.0% | Reduced |
| Allen Capital Group, LLC | 23,171 | $9.77M | 1.20% | +1,541+7.1% | Added |
| Moseley Investment Management Inc | 23,149 | $9.76M | 3.81% | −960−4.0% | Reduced |
| Annandale Capital, LLC | 23,129 | $9.75M | 1.93% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 23,128 | $9.75M | 1.24% | −227−1.0% | Reduced |
| Eagle Capital Management, LLC | 23,097 | $9.73M | 3.93% | +96+0.4% | Added |
| Gilliland Jeter Wealth Management LLC | 23,088 | $9.73M | 3.28% | −31−0.1% | Reduced |
| Chaney Capital Management, Inc. | 23,061 | $9.72M | 4.60% | +185+0.8% | Added |
| Ring Mountain Capital, LLC | 23,012 | $9.70M | 6.50% | +23,012 | New |
| Pinnacle Bancorp, Inc. | 23,008 | $9.70M | 3.15% | −711−3.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 23,004 | $9.70M | 2.12% | −522−2.2% | Reduced |
| Siren, L.L.C. | 23,000 | $9.69M | 0.43% | +1,000+4.5% | Added |
| Centerpoint Advisors, LLC | 22,955 | $9.68M | 3.39% | −710−3.0% | Reduced |
| Wealth Management Partners, LLC | 22,944 | $9.67M | 4.17% | +339+1.5% | Added |
| Chesapeake Asset Management LLC | 22,940 | $9.67M | 9.01% | −1,033−4.3% | Reduced |
| First Commonwealth Financial Corp | 22,934 | $9.67M | 2.28% | −712−3.0% | Reduced |
| Delaney Dennis R | 22,925 | $9.66M | 5.08% | +147+0.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 22,917 | $9.66M | 3.17% | +22,917 | New |
| AMJ Financial Wealth Management | 22,912 | $9.66M | 2.68% | −169−0.7% | Reduced |
| Highline Wealth Partners LLC | 22,903 | $9.65M | 3.16% | +202+0.9% | Added |
| Bey-Douglas LLC | 22,862 | $9.64M | 8.30% | −1,054−4.4% | Reduced |
| Sylvest Advisors, LLC | 22,853 | $9.63M | 5.92% | +22,853 | New |
| Stablepoint Partners, LLC | 22,729 | $9.58M | 1.76% | −390−1.7% | Reduced |
| Investment Partners, Ltd. | 22,708 | $9.57M | 3.94% | +1,180+5.5% | Added |
| HBW Advisory Services LLC | 22,694 | $9.57M | 1.42% | +800+3.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 22,692 | $9.56M | 5.83% | −1,426−5.9% | Reduced |
| Cito Capital Group, LLC | 22,655 | $9.55M | 3.51% | −2,000−8.1% | Reduced |
| Piscataqua Savings Bank | 22,630 | $9.54M | 8.20% | −417−1.8% | Reduced |
| InTrack Investment Management Inc | 22,926 | $9.53M | 6.65% | −124−0.5% | Reduced |
| Thrive Wealth Management, LLC | 22,586 | $9.52M | 1.71% | −971−4.1% | Reduced |
| Frisch Financial Group, Inc. | 22,563 | $9.51M | 2.88% | −265−1.2% | Reduced |
| SOL Capital Management CO | 22,551 | $9.51M | 1.06% | −5,006−18.2% | Reduced |
| Parkside Investments, LLC | 22,500 | $9.48M | 1.42% | −1,039−4.4% | Reduced |
| B&L Asset Management LLC | 22,496 | $9.48M | 6.02% | +919+4.3% | Added |
| Gold Investment Management Ltd. | 22,458 | $9.47M | 3.99% | −463−2.0% | Reduced |
| Blume Capital Management, Inc. | 22,398 | $9.44M | 2.12% | −100−0.4% | Reduced |
| Gunderson Capital Management Inc. | 22,388 | $9.44M | 4.64% | −6,600−22.8% | Reduced |
| Crown Wealth Group, LLC | 22,367 | $9.43M | 3.84% | −50.0% | Reduced |
| Gsa Capital Partners LLP | 22,357 | $9.42M | 0.70% | +7,933+55.0% | Added |
| IMS Capital Management | 22,328 | $9.41M | 4.36% | +82+0.4% | Added |
| Sphera Funds Management Ltd. | 22,327 | $9.41M | 1.74% | −11,100−33.2% | Reduced |
| Kinsale Capital Group, Inc. | 22,327 | $9.41M | 2.53% | +2,289+11.4% | Added |
| Studio Investment Management LLC | 22,320 | $9.41M | 2.00% | −305−1.3% | Reduced |
| Cramer Rosenthal McGlynn LLC | 22,317 | $9.41M | 0.53% | +4,204+23.2% | Added |
| Tyler-Stone Wealth Management | 22,257 | $9.38M | 1.67% | +778+3.6% | Added |
| Curbstone Financial Management Corp | 22,256 | $9.38M | 1.99% | +456+2.1% | Added |
| Voya Financial Advisors, Inc. | 22,062 | $9.37M | 1.02% | +406+1.9% | Added |
| Sym Financial Corp | 22,215 | $9.36M | 1.21% | +14,071+172.8% | Added |
| Ami Investment Management Inc | 22,206 | $9.36M | 3.04% | +1,007+4.8% | Added |
| Peregrine Investment Management Inc | 22,187 | $9.35M | 5.42% | +22,187 | New |
| Mendel Money Management | 22,167 | $9.34M | 4.17% | −567−2.5% | Reduced |
| Notis-McConarty Edward | 22,166 | $9.34M | 4.52% | −952−4.1% | Reduced |
| Octavia Wealth Advisors, LLC | 22,162 | $9.34M | 1.13% | −354−1.6% | Reduced |
| Prospector Partners LLC | 22,142 | $9.33M | 1.06% | +77+0.3% | Added |
| Forefront Wealth Management Inc. | 22,128 | $9.33M | 8.59% | +22,128 | New |
| Westbourne Investments, Inc. | 22,122 | $9.32M | 5.50% | +22,122 | New |
| Regatta Capital Group, LLC | 22,112 | $9.32M | 1.81% | −327−1.5% | Reduced |
| Clearline Capital LP | 22,065 | $9.30M | 1.23% | +7,565+52.2% | Added |
| Cable Hill Partners, LLC | 22,048 | $9.29M | 0.94% | −245−1.1% | Reduced |
| Globeflex Capital L P | 22,042 | $9.29M | 0.79% | 00.0% | Unchanged |
| Inspire Trust Co, N.A. | 22,016 | $9.28M | 2.37% | +865+4.1% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 22,000 | $9.27M | 1.52% | +22,000 | New |
| Forte Capital LLC | 21,994 | $9.27M | 1.04% | −267−1.2% | Reduced |
| BTG Pactual Asset Management US LLC | 21,986 | $9.27M | 1.20% | −2,782−11.2% | Reduced |
| Summit X, LLC | 21,837 | $9.21M | 2.04% | +860+4.1% | Added |
| Icapital Wealth LLC | 21,821 | $9.20M | 5.26% | −15,122−40.9% | Reduced |
| Resurgent Financial Advisors LLC | 21,820 | $9.20M | 5.42% | −618−2.8% | Reduced |
| Golden State Wealth Management, LLC | 21,806 | $9.19M | 1.38% | +21,806 | New |
| High Note Wealth, LLC | 21,806 | $9.19M | 2.39% | +29+0.1% | Added |
| Lakeshore Financial Planning, Inc. | 21,721 | $9.16M | 3.91% | +51+0.2% | Added |
| West Family Investments, Inc. | 21,711 | $9.15M | 3.19% | −864−3.8% | Reduced |
| Parkwood LLC | 21,694 | $9.14M | 1.13% | −38,917−64.2% | Reduced |
| O'Brien Greene & Co. Inc | 21,692 | $9.14M | 2.97% | +180+0.8% | Added |
| Fusion Capital, LLC | 21,671 | $9.13M | 3.68% | +739+3.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 21,647 | $9.12M | 5.90% | −755−3.4% | Reduced |
| Abacus Planning Group, Inc. | 21,646 | $9.12M | 1.60% | +253+1.2% | Added |
| Gries Financial LLC | 21,631 | $9.12M | 1.62% | +640+3.0% | Added |
| Commonwealth Financial Services, LLC | 21,625 | $9.12M | 1.79% | +1,470+7.3% | Added |
| Barbara Oil Co. | 21,620 | $9.11M | 3.78% | +1,620+8.1% | Added |
| Aventura Private Wealth, LLC | 21,605 | $9.11M | 4.90% | +21,605 | New |
| Pensionfund Sabic | 21,590 | $9.10M | 2.41% | −11,000−33.8% | Reduced |
| Bernard Wealth Management Corp. | 21,576 | $9.09M | 4.28% | +21,576 | New |
| Solstein Capital, LLC | 21,576 | $9.09M | 5.08% | −50.0% | Reduced |
| Unison Asset Management LLC | 21,563 | $9.09M | 4.46% | +478+2.3% | Added |
| FSM Wealth Advisors, LLC | 21,406 | $9.09M | 2.22% | +1,674+8.5% | Added |
| SFE Investment Counsel | 21,559 | $9.09M | 1.93% | +895+4.3% | Added |
| Flynn Zito Capital Management, LLC | 21,521 | $9.07M | 4.22% | −90−0.4% | Reduced |
| Harber Asset Management LLC | 21,500 | $9.06M | 2.72% | +21,500 | New |
| Hillman Capital Management, Inc. | 21,487 | $9.06M | 3.36% | −2,181−9.2% | Reduced |
| Tempus Wealth Planning, LLC | 21,378 | $9.01M | 2.75% | +148+0.7% | Added |
| Atlanta Consulting Group Advisors, LLC | 21,354 | $9.00M | 3.32% | −5,490−20.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,316 | $8.98M | 2.52% | −3,608−14.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 21,300 | $8.98M | 3.67% | −549−2.5% | Reduced |
| Byrne Asset Management LLC | 21,287 | $8.97M | 6.38% | +44+0.2% | Added |
| Windle Wealth, LLC | 21,256 | $8.96M | 4.95% | +908+4.5% | Added |
| Green Harvest Asset Management LLC | 21,248 | $8.96M | 0.17% | +1,494+7.6% | Added |
| First Pacific Financial | 21,182 | $8.93M | 2.08% | +683+3.3% | Added |
| IMA Wealth, Inc. | 21,178 | $8.93M | 1.07% | +133+0.6% | Added |
| First Community Trust NA | 21,175 | $8.93M | 6.38% | +147+0.7% | Added |