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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 19,710 | $8.31M | 2.26% | +3,783+23.8% | Added |
| SNS Financial Group, LLC | 19,710 | $8.31M | 0.85% | −1,043−5.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 19,911 | $8.31M | 3.81% | +95+0.5% | Added |
| Wilkins Investment Counsel Inc | 19,702 | $8.30M | 1.20% | −1,138−5.5% | Reduced |
| Sheets Smith Wealth Management | 19,684 | $8.30M | 1.01% | −53−0.3% | Reduced |
| DeDora Capital, Inc. | 19,657 | $8.29M | 2.27% | −14−0.1% | Reduced |
| Acropolis Investment Management, LLC | 19,610 | $8.27M | 0.49% | +1,060+5.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 19,607 | $8.26M | 2.89% | −320−1.6% | Reduced |
| Monograph Wealth Advisors, LLC | 19,554 | $8.24M | 1.09% | −5,950−23.3% | Reduced |
| Lincluden Management Ltd | 19,540 | $8.24M | 1.00% | −130−0.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 19,536 | $8.23M | 4.87% | −120−0.6% | Reduced |
| Prosperity Financial Group, Inc. | 19,533 | $8.23M | 4.13% | +249+1.3% | Added |
| Promethos Capital, LLC | 19,530 | $8.23M | 2.91% | +660+3.5% | Added |
| Sculati Wealth Management, LLC | 19,499 | $8.22M | 3.25% | −443−2.2% | Reduced |
| Spirit of America Management Corp | 19,499 | $8.22M | 1.66% | 00.0% | Unchanged |
| Elwood Capital Partners LP | 19,488 | $8.21M | 11.60% | +19,488 | New |
| Cromwell Holdings LLC | 19,482 | $8.21M | 4.74% | +14+0.1% | Added |
| Myriad Asset Management US LP | 19,477 | $8.21M | 5.50% | +19,477 | New |
| Boxwood Ventures, Inc. | 19,474 | $8.21M | 10.99% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19,435 | $8.19M | 0.81% | +3,171+19.5% | Added |
| Trust Co of the South | 19,411 | $8.18M | 1.67% | +4,147+27.2% | Added |
| Aurora Investment Managers, LLC. | 19,381 | $8.17M | 5.13% | −383−1.9% | Reduced |
| My Legacy Advisors, LLC | 19,159 | $8.17M | 3.17% | +376+2.0% | Added |
| Bluesphere Advisors, LLC | 19,369 | $8.16M | 4.00% | −310−1.6% | Reduced |
| Pines Wealth Management, LLC | 19,468 | $8.16M | 3.55% | +19,468 | New |
| Highview Capital Management LLC | 19,350 | $8.16M | 3.13% | +636+3.4% | Added |
| 1776 Wealth LLC | 19,311 | $8.14M | 3.74% | +318+1.7% | Added |
| Marino, Stram & Associates LLC | 19,297 | $8.13M | 1.80% | +114+0.6% | Added |
| Martin & Co Inc | 19,292 | $8.13M | 2.01% | −1,275−6.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 19,291 | $8.13M | 3.99% | −479−2.4% | Reduced |
| Prosperity Wealth Management, Inc. | 19,287 | $8.13M | 3.35% | −1,166−5.7% | Reduced |
| Contravisory Investment Management, Inc. | 19,238 | $8.11M | 1.73% | −103−0.5% | Reduced |
| Fairfield Financial Advisors, LTD | 19,231 | $8.11M | 2.85% | −279−1.4% | Reduced |
| Lindenwold Advisors | 19,224 | $8.10M | 4.33% | −266−1.4% | Reduced |
| Kentucky Trust Co | 19,224 | $8.10M | 4.77% | +19,224 | New |
| Spreng Capital Management, Inc. | 19,196 | $8.09M | 3.52% | −187−1.0% | Reduced |
| Grafton Street Partners Fund, LP | 19,194 | $8.09M | 5.88% | 00.0% | Unchanged |
| Alteri Wealth LLC | 19,087 | $8.05M | 2.23% | +19,087 | New |
| ORG Partners LLC | 19,064 | $8.04M | 1.09% | +6,817+55.7% | Added |
| 626 Financial, LLC | 19,063 | $8.04M | 4.33% | +386+2.1% | Added |
| Interchange Capital Partners, LLC | 19,034 | $8.03M | 2.91% | −924−4.6% | Reduced |
| Beta Wealth Group, Inc. | 19,039 | $8.02M | 3.55% | +382+2.0% | Added |
| Palmer Knight Co | 19,032 | $8.02M | 3.59% | +90.0% | Added |
| Everpar Advisors LLC | 19,012 | $8.01M | 4.04% | +70.0% | Added |
| ExodusPoint Capital Management, LP | 18,996 | $8.01M | 0.08% | −966,503−98.1% | Reduced |
| NWK Group, Inc. | 18,981 | $8.00M | 3.09% | −38−0.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 18,828 | $8.00M | 2.14% | +379+2.1% | Added |
| Peoples Bank | 18,964 | $7.99M | 5.53% | −50.0% | Reduced |
| Insight Advisors, LLC | 18,804 | $7.99M | 1.37% | −488−2.5% | Reduced |
| Wealth Effects LLC | 18,930 | $7.98M | 2.83% | −698−3.6% | Reduced |
| Prelude Capital Management, LLC | 18,926 | $7.98M | 0.67% | −6,149−24.5% | Reduced |
| Liberty Wealth Management LLC | 18,922 | $7.98M | 1.33% | +295+1.6% | Added |
| Pettee Investors, Inc. | 18,914 | $7.97M | 4.05% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 18,911 | $7.97M | 3.55% | +18,911 | New |
| Signet Investment Advisory Group, Inc. | 18,871 | $7.95M | 4.06% | −2,574−12.0% | Reduced |
| NWF Advisory Services Inc. | 18,870 | $7.95M | 1.17% | +960+5.4% | Added |
| Carl P. Sherr & Co., LLC | 18,863 | $7.95M | 4.18% | +12+0.1% | Added |
| Bennett Selby Investments LP | 18,861 | $7.95M | 3.15% | +104+0.6% | Added |
| Adams Wealth Management | 18,834 | $7.94M | 1.52% | +2,323+14.1% | Added |
| Encompass Wealth Advisors, LLC | 18,833 | $7.94M | 3.21% | −4,439−19.1% | Reduced |
| Lifeworks Advisors, LLC | 18,820 | $7.93M | 1.43% | +1,627+9.5% | Added |
| Ames National Corp | 18,813 | $7.93M | 5.34% | +18,813 | New |
| Aprio Wealth Management, LLC | 18,807 | $7.93M | 1.16% | +2,445+14.9% | Added |
| Mraz, Amerine & Associates, Inc. | 18,795 | $7.92M | 1.41% | −133−0.7% | Reduced |
| Stableford Capital II LLC | 18,790 | $7.92M | 3.13% | −826−4.2% | Reduced |
| Atwater Malick LLC | 18,765 | $7.91M | 2.65% | +202+1.1% | Added |
| Triasima Portfolio Management inc. | 18,763 | $7.91M | 1.53% | +152+0.8% | Added |
| Bridgewealth Advisory Group, LLC | 19,211 | $7.89M | 2.23% | +9,682+101.6% | Added |
| Synergy Financial Group, LTD | 18,705 | $7.88M | 6.57% | −3,300−15.0% | Reduced |
| MTM Investment Management, LLC | 18,700 | $7.88M | 3.03% | −320−1.7% | Reduced |
| Breakwater Capital Group | 18,698 | $7.88M | 1.57% | −128−0.7% | Reduced |
| Wormser Freres Gestion | 18,412 | $7.86M | 4.67% | +8,322+82.5% | Added |
| Garrison Bradford & Associates Inc | 18,649 | $7.86M | 8.23% | +781+4.4% | Added |
| Mosaic Financial Group, LLC | 18,642 | $7.86M | 5.64% | −214−1.1% | Reduced |
| Coppell Advisory Solutions LLC | 18,489 | $7.85M | 1.11% | +996+5.7% | Added |
| Cambridge Financial Group, Inc. | 18,582 | $7.83M | 3.24% | +18,582 | New |
| SFM, LLC | 18,575 | $7.83M | 5.52% | +129+0.7% | Added |
| First Business Financial Services, Inc. | 18,548 | $7.82M | 0.77% | +213+1.2% | Added |
| Ashford Capital Management Inc | 18,510 | $7.80M | 0.92% | −1,100−5.6% | Reduced |
| Fairvoy Private Wealth, LLC | 18,501 | $7.80M | 2.07% | +18,501 | New |
| B & T Capital Management DBA Alpha Capital Management | 18,498 | $7.80M | 1.43% | −61−0.3% | Reduced |
| Armis Advisers, LLC | 18,487 | $7.79M | 0.95% | +18,487 | New |
| Berry Wealth Group, LP | 18,449 | $7.78M | 5.61% | −384−2.0% | Reduced |
| Old Mission Investment Co LLC | 18,429 | $7.77M | 2.31% | +606+3.4% | Added |
| Walkner Condon Financial Advisors LLC | 18,426 | $7.77M | 1.58% | −175−0.9% | Reduced |
| Prosperitas Financial LLC | 18,422 | $7.77M | 3.93% | +4,785+35.1% | Added |
| Madison Wealth Partners, Inc | 18,384 | $7.75M | 2.17% | −139−0.8% | Reduced |
| Vectors Research Management, LLC | 18,384 | $7.75M | 2.64% | −392−2.1% | Reduced |
| Hager Investment Management Services, LLC | 18,355 | $7.74M | 4.83% | +18,355 | New |
| Northcape Wealth Management, LLC | 18,347 | $7.73M | 2.50% | −199−1.1% | Reduced |
| Darden Wealth Group Inc | 18,343 | $7.73M | 5.21% | −135−0.7% | Reduced |
| MBL Wealth, LLC | 18,333 | $7.73M | 0.78% | −708−3.7% | Reduced |
| Raelipskie Partnership | 18,302 | $7.71M | 3.83% | −1,548−7.8% | Reduced |
| Sound Income Strategies, LLC | 18,296 | $7.71M | 0.48% | +1,381+8.2% | Added |
| Prairie Sky Financial Group LLC | 18,287 | $7.71M | 4.73% | +2,789+18.0% | Added |
| Maia Wealth LLC | 17,702 | $7.69M | 1.66% | +1,802+11.3% | Added |
| Paloma Partners Management Co | 18,200 | $7.67M | 0.51% | −8,600−32.1% | Reduced |
| Noesis Capital Mangement Corp | 18,198 | $7.67M | 1.46% | +2,173+13.6% | Added |
| Beaton Management Co. Inc. | 18,189 | $7.67M | 3.94% | −139−0.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 18,137 | $7.64M | 3.90% | −564−3.0% | Reduced |