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 |
|---|---|---|---|---|---|
| RPg Family Wealth Advisory, LLC | 21,171 | $8.92M | 3.16% | +942+4.7% | Added |
| Providence Wealth Advisors, LLC | 20,907 | $8.92M | 6.75% | −1,014−4.6% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,150 | $8.91M | 2.89% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 21,136 | $8.91M | 1.94% | +521+2.5% | Added |
| Vista Wealth Management Group, LLC | 21,125 | $8.90M | 0.57% | +1,108+5.5% | Added |
| Horizon Investment Services, LLC | 21,089 | $8.89M | 3.78% | −758−3.5% | Reduced |
| EagleClaw Capital Managment, LLC | 21,079 | $8.88M | 1.41% | +1,925+10.1% | Added |
| Bangor Savings Bank | 21,077 | $8.88M | 0.83% | +1,670+8.6% | Added |
| Alta Park Capital, LP | 21,075 | $8.88M | 1.16% | −21,722−50.8% | Reduced |
| Alexander Labrunerie & Co., Inc. | 21,074 | $8.88M | 3.93% | −164−0.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 21,037 | $8.87M | 2.63% | +78+0.4% | Added |
| Cottage Street Advisors LLC | 21,032 | $8.86M | 4.62% | +90.0% | Added |
| Dynasty Wealth Management, LLC | 21,022 | $8.86M | 0.15% | +1,059+5.3% | Added |
| Schwerin Boyle Capital Management Inc | 20,970 | $8.84M | 0.91% | −465−2.2% | Reduced |
| Fieldview Capital Management, LLC | 20,933 | $8.82M | 1.36% | +20,933 | New |
| JFS Wealth Advisors, LLC | 20,926 | $8.82M | 0.60% | +420+2.0% | Added |
| Townsend Asset Management Corp | 20,919 | $8.82M | 3.22% | +123+0.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 20,911 | $8.81M | 1.70% | +19,931+2,033.8% | Added |
| Kolinsky Wealth Management, LLC | 20,909 | $8.81M | 5.39% | +551+2.7% | Added |
| Royal Capital Wealth Management, LLC | 20,908 | $8.81M | 6.18% | −77−0.4% | Reduced |
| Sittner & Nelson, LLC | 20,859 | $8.79M | 3.81% | −136−0.6% | Reduced |
| Integrity Alliance, LLC. | 20,829 | $8.78M | 0.95% | +20,829 | New |
| Virtue Capital Management, LLC | 20,815 | $8.77M | 1.77% | −1,653−7.4% | Reduced |
| Wealth Management Associates, Inc. | 20,800 | $8.77M | 3.75% | +80.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 20,784 | $8.76M | 3.75% | −89−0.4% | Reduced |
| Family Legacy, Inc. | 20,612 | $8.75M | 2.96% | +189+0.9% | Added |
| CacheTech Inc. | 20,756 | $8.75M | 1.64% | +4,245+25.7% | Added |
| Teza Capital Management LLC | 20,751 | $8.75M | 1.32% | +7,989+62.6% | Added |
| Probity Advisors, Inc. | 20,743 | $8.74M | 1.68% | +578+2.9% | Added |
| LCM Capital Management Inc | 20,725 | $8.74M | 4.93% | +197+1.0% | Added |
| Dorchester Wealth Management Co | 20,723 | $8.73M | 1.74% | +5,482+36.0% | Added |
| Navellier & Associates Inc | 20,706 | $8.73M | 1.05% | −11,395−35.5% | Reduced |
| TBH Global Asset Management, LLC | 20,678 | $8.72M | 2.06% | −306−1.5% | Reduced |
| All Terrain Financial Advisors, LLC | 20,669 | $8.71M | 3.39% | +175+0.9% | Added |
| Leelyn Smith, LLC | 20,654 | $8.71M | 1.55% | +275+1.3% | Added |
| Private Portfolio Partners LLC | 20,652 | $8.70M | 1.60% | +306+1.5% | Added |
| Sivia Capital Partners, LLC | 20,636 | $8.70M | 4.32% | +477+2.4% | Added |
| Essex Investment Management Co LLC | 20,626 | $8.69M | 1.56% | −500−2.4% | Reduced |
| Nordwand Advisors, LLC | 20,588 | $8.68M | 3.57% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 20,556 | $8.66M | 1.23% | +730+3.7% | Added |
| Drucker Wealth 3.0, LLC | 20,550 | $8.66M | 2.00% | +180+0.9% | Added |
| Security National Bank of So Dak | 20,548 | $8.66M | 4.83% | +277+1.4% | Added |
| SGL Investment Advisors, Inc. | 21,150 | $8.65M | 4.36% | +518+2.5% | Added |
| Mattson Financial Services, LLC | 20,088 | $8.64M | 2.76% | +475+2.4% | Added |
| North Growth Management Ltd. | 21,000 | $8.64M | 1.64% | −3,000−12.5% | Reduced |
| Allegheny Financial Group LTD | 20,485 | $8.63M | 2.22% | −955−4.5% | Reduced |
| Nikulski Financial, Inc. | 20,469 | $8.63M | 2.54% | −77−0.4% | Reduced |
| GSG Advisors LLC | 20,431 | $8.61M | 2.71% | +149+0.7% | Added |
| StrongBox Wealth, LLC | 20,428 | $8.61M | 3.65% | −2,501−10.9% | Reduced |
| RBA Wealth Management, LLC | 20,420 | $8.61M | 3.28% | −85−0.4% | Reduced |
| Pennant Select, LLC | 20,400 | $8.60M | 6.59% | −4,600−18.4% | Reduced |
| EPG Wealth Management LLC | 20,398 | $8.60M | 2.27% | −481−2.3% | Reduced |
| First Dallas Securities Inc. | 20,396 | $8.60M | 3.50% | +15+0.1% | Added |
| Castellan Group, LLC | 20,364 | $8.58M | 3.72% | −790−3.7% | Reduced |
| Alaethes Wealth LLC | 20,354 | $8.58M | 3.07% | +129+0.6% | Added |
| Montchanin Asset Management, LLC | 20,354 | $8.58M | 8.32% | −1,750−7.9% | Reduced |
| Hudson Canyon Capital Management | 20,345 | $8.58M | 5.59% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 20,344 | $8.57M | 5.01% | +30.0% | Added |
| Fruth Investment Management | 20,335 | $8.57M | 2.36% | −272−1.3% | Reduced |
| BSW Wealth Partners | 20,333 | $8.57M | 1.26% | +2,110+11.6% | Added |
| KWMG, LLC | 20,328 | $8.57M | 0.88% | −40−0.2% | Reduced |
| Capital Insight Partners, LLC | 20,320 | $8.56M | 1.48% | +875+4.5% | Added |
| Trust Investment Advisors | 20,305 | $8.56M | 5.46% | −521−2.5% | Reduced |
| Compass Capital Corp | 19,834 | $8.53M | 3.33% | +19,834 | New |
| Central Valley Advisors, LLC | 20,200 | $8.51M | 3.87% | +325+1.6% | Added |
| Bender Robert & Associates | 20,199 | $8.51M | 2.06% | +348+1.8% | Added |
| Hengehold Capital Management LLC | 20,185 | $8.51M | 0.80% | +134+0.7% | Added |
| Wealth Group, Ltd. | 20,171 | $8.50M | 5.50% | +195+1.0% | Added |
| Prossimo Advisors, LLC | 20,142 | $8.49M | 6.14% | −293−1.4% | Reduced |
| Intellectus Partners, LLC | 20,117 | $8.48M | 1.88% | +2,126+11.8% | Added |
| Charles Schwab Trust Co | 20,087 | $8.47M | 0.73% | +1,401+7.5% | Added |
| Amitell Capital Pte Ltd | 20,077 | $8.46M | 7.65% | +3,481+21.0% | Added |
| Warther Private Wealth, LLC | 20,065 | $8.46M | 2.87% | −7,800−28.0% | Reduced |
| Onefund, LLC | 20,065 | $8.46M | 8.11% | +576+3.0% | Added |
| SignalPoint Asset Management, LLC | 20,037 | $8.45M | 2.06% | −51,401−72.0% | Reduced |
| Point72 Hong Kong Ltd | 20,012 | $8.44M | 0.53% | +20,012 | New |
| Congress Park Capital LLC | 20,008 | $8.43M | 3.06% | −292−1.4% | Reduced |
| MYDA Advisors LLC | 20,000 | $8.43M | 2.41% | −4,000−16.7% | Reduced |
| Perseverance Asset Management International | 20,000 | $8.43M | 1.14% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 19,985 | $8.42M | 3.36% | +840+4.4% | Added |
| Aristides Capital LLC | 19,970 | $8.42M | 2.63% | +2,160+12.1% | Added |
| FLC Capital Advisors | 19,969 | $8.42M | 1.94% | −899−4.3% | Reduced |
| United Bank | 19,963 | $8.41M | 3.55% | +1,585+8.6% | Added |
| Phoenix Wealth Advisors | 19,950 | $8.41M | 3.65% | −1,320−6.2% | Reduced |
| Cherokee Insurance Co | 19,925 | $8.40M | 3.81% | +19,925 | New |
| Alcosta Capital Management, Inc. | 19,911 | $8.39M | 4.89% | +54+0.3% | Added |
| Boyer & Corporon Wealth Management, LLC | 19,888 | $8.38M | 2.99% | +19,888 | New |
| Wealth Alliance Advisory Group, LLC | 19,869 | $8.37M | 1.77% | +322+1.6% | Added |
| Beacon Financial Group | 19,867 | $8.37M | 0.90% | −318−1.6% | Reduced |
| Wolverine Asset Management LLC | 19,862 | $8.37M | 0.15% | +8,079+68.6% | Added |
| Fairhaven Wealth Management, LLC | 19,849 | $8.37M | 2.62% | −27−0.1% | Reduced |
| Burford Brothers, Inc. | 19,837 | $8.36M | 4.10% | +44+0.2% | Added |
| Bouvel Investment Partners, LLC | 19,803 | $8.35M | 3.01% | +336+1.7% | Added |
| McBroom & Associates, LLC | 19,790 | $8.34M | 4.72% | +712+3.7% | Added |
| Orleans Capital Management Corp | 20,260 | $8.34M | 4.66% | −210−1.0% | Reduced |
| Northstar Advisory Group, LLC | 19,765 | $8.33M | 4.24% | −8,462−30.0% | Reduced |
| JPL Wealth Management, LLC | 19,748 | $8.32M | 2.38% | +19,748 | New |
| BIT Capital GmbH | 19,731 | $8.32M | 0.73% | +17,594+823.3% | Added |
| Exeter Financial, LLC | 19,712 | $8.31M | 3.80% | −37−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 19,711 | $8.31M | 2.17% | +230+1.2% | Added |