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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 18,133 | $7.64M | 1.81% | +70.0% | Added |
| First Financial Corp | 18,126 | $7.64M | 3.56% | +484+2.7% | Added |
| Helios Capital Management Pte. Ltd | 18,125 | $7.64M | 4.46% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 18,125 | $7.64M | 6.64% | +6,375+54.3% | Added |
| Diversified Enterprises, LLC | 18,121 | $7.64M | 0.73% | +2,118+13.2% | Added |
| Evermay Wealth Management LLC | 18,115 | $7.64M | 1.16% | −591−3.2% | Reduced |
| Michael B. Yongue | 18,109 | $7.63M | 6.04% | +529+3.0% | Added |
| Carlson Capital Management | 18,097 | $7.63M | 0.33% | −1,514−7.7% | Reduced |
| Clarus Group, Inc. | 18,033 | $7.60M | 2.70% | −1,842−9.3% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,003 | $7.59M | 5.10% | −25−0.1% | Reduced |
| Kingdon Capital Management, L.L.C. | 18,000 | $7.59M | 1.30% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 17,983 | $7.58M | 1.08% | +228+1.3% | Added |
| Ahl Investment Management, Inc. | 17,979 | $7.58M | 5.30% | −291−1.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,970 | $7.57M | 4.39% | +1,960+12.2% | Added |
| Lynch Asset Management, Inc. | 17,950 | $7.57M | 3.06% | +100+0.6% | Added |
| Davis-Rea Ltd. | 17,911 | $7.55M | 3.82% | −10,291−36.5% | Reduced |
| Owen LaRue, LLC | 17,909 | $7.55M | 3.94% | +3,012+20.2% | Added |
| McAdam, LLC | 17,898 | $7.54M | 0.41% | +1,625+10.0% | Added |
| Magnolia Capital Advisors LLC | 17,897 | $7.54M | 1.95% | +9,989+126.3% | Added |
| Finward Bancorp | 17,890 | $7.54M | 6.54% | +17,890 | New |
| WealthBridge Investment Counsel Inc. | 17,853 | $7.53M | 2.76% | −100−0.6% | Reduced |
| American Trust Investment Advisors, LLC | 17,837 | $7.52M | 3.08% | +239+1.4% | Added |
| BCJ Capital Management, LLC | 17,837 | $7.52M | 0.56% | −2,867−13.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 17,830 | $7.52M | 2.17% | +46+0.3% | Added |
| Tower View Investment Management & Research LLC | 17,827 | $7.51M | 3.97% | +137+0.8% | Added |
| Aspen Investment Management Inc | 17,827 | $7.51M | 3.49% | −65−0.4% | Reduced |
| Emerald Advisers, LLC | 17,820 | $7.51M | 0.29% | −380−2.1% | Reduced |
| Northwest Bank & Trust Co | 17,730 | $7.51M | 5.54% | −234−1.3% | Reduced |
| Freemont Management S.A. | 17,800 | $7.50M | 3.68% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 17,797 | $7.50M | 1.92% | +17,368+4,048.5% | Added |
| BOK Financial Private Wealth, Inc. | 17,775 | $7.49M | 0.54% | −3,144−15.0% | Reduced |
| Chung Wu Investment Group, LLC | 17,762 | $7.49M | 7.54% | +17,762 | New |
| Chemistry Wealth Management LLC | 17,750 | $7.48M | 1.75% | +1,250+7.6% | Added |
| Pacitti Group Inc. | 17,743 | $7.48M | 3.53% | +12+0.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 17,733 | $7.47M | 4.27% | +1,908+12.1% | Added |
| Corundum Group, Inc. | 17,727 | $7.47M | 2.79% | +452+2.6% | Added |
| Atlas Legacy Advisors, LLC | 17,726 | $7.47M | 1.81% | +17,726 | New |
| FengHe Fund Management Pte. Ltd. | 17,700 | $7.46M | 2.20% | +6,100+52.6% | Added |
| Capital Advisors, Ltd. LLC | 17,681 | $7.45M | 0.94% | +157+0.9% | Added |
| Trinity Legacy Partners, LLC | 17,669 | $7.45M | 1.92% | +416+2.4% | Added |
| Marshall Investment Management, LLC | 17,305 | $7.45M | 4.39% | +17,305 | New |
| Greenline Partners, LLC | 17,622 | $7.43M | 1.04% | +3,854+28.0% | Added |
| Baker Tilly Wealth Management, LLC | 17,620 | $7.43M | 2.91% | +305+1.8% | Added |
| Wharton Business Group, LLC | 17,616 | $7.42M | 0.34% | −542−3.0% | Reduced |
| IPG Investment Advisors LLC | 17,603 | $7.42M | 1.69% | −5,626−24.2% | Reduced |
| Corecam Pte. Ltd. | 17,600 | $7.42M | 4.02% | +1,910+12.2% | Added |
| Tiptree Advisors, LLC | 17,600 | $7.42M | 7.69% | +17,600 | New |
| Kerrisdale Advisers, LLC | 17,599 | $7.42M | 2.51% | +1,484+9.2% | Added |
| Beaumont Asset Management, L.L.C. | 17,588 | $7.41M | 4.29% | −238−1.3% | Reduced |
| Peninsula Asset Management Inc | 17,574 | $7.41M | 3.94% | −220−1.2% | Reduced |
| McGowan Group Asset Management, Inc. | 17,567 | $7.40M | 0.99% | +414+2.4% | Added |
| GSB Wealth Management, LLC | 17,565 | $7.40M | 1.91% | +86+0.5% | Added |
| Clarity Capital Partners LLC | 17,562 | $7.40M | 3.84% | −1,716−8.9% | Reduced |
| Virtus Wealth Solutions LLC | 17,538 | $7.39M | 1.74% | +17,538 | New |
| CWS Financial Advisors, LLC | 17,527 | $7.39M | 2.39% | +516+3.0% | Added |
| Wealth Dimensions Group, Ltd. | 17,520 | $7.38M | 1.81% | +674+4.0% | Added |
| Thematics Asset Management | 17,517 | $7.38M | 0.32% | −715−3.9% | Reduced |
| Bull Street Advisors, LLC | 17,477 | $7.37M | 3.55% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 17,437 | $7.35M | 2.72% | +17,437 | New |
| Strategic Financial Services, Inc, | 17,426 | $7.34M | 0.44% | +1,268+7.8% | Added |
| Slow Capital, Inc. | 17,403 | $7.34M | 1.04% | −2,222−11.3% | Reduced |
| Duncan Williams Asset Management, LLC | 17,385 | $7.33M | 2.89% | +601+3.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 17,364 | $7.32M | 3.12% | +20.0% | Added |
| Coastal Bridge Advisors, LLC | 17,333 | $7.31M | 1.84% | +130+0.8% | Added |
| Cape Ann Savings Bank | 17,325 | $7.30M | 4.30% | −597−3.3% | Reduced |
| First United Bank Trust | 17,316 | $7.30M | 2.65% | −122−0.7% | Reduced |
| Socorro Asset Management LP | 17,305 | $7.29M | 2.85% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 17,297 | $7.29M | 3.26% | −6,327−26.8% | Reduced |
| Shayne & Co., LLC | 17,263 | $7.28M | 1.91% | +100+0.6% | Added |
| Bank of Stockton | 17,261 | $7.28M | 2.21% | −278−1.6% | Reduced |
| First Financial Group Corp | 17,236 | $7.27M | 8.03% | +17,236 | New |
| Laidlaw Wealth Management LLC | 17,222 | $7.26M | 3.16% | +176+1.0% | Added |
| Northwest Financial Advisors | 17,212 | $7.25M | 5.99% | −238−1.4% | Reduced |
| WD Rutherford LLC | 17,200 | $7.25M | 3.44% | −288−1.6% | Reduced |
| NCM Capital Management, LLC | 17,190 | $7.25M | 3.26% | +133+0.8% | Added |
| Evolutionary Tree Capital Management, LLC | 17,181 | $7.24M | 7.37% | −3,599−17.3% | Reduced |
| Palumbo Wealth Management LLC | 17,171 | $7.24M | 2.70% | +901+5.5% | Added |
| Legacy CG, LLC | 17,170 | $7.24M | 2.22% | +1,763+11.4% | Added |
| US Asset Management LLC | 17,166 | $7.24M | 6.49% | −569−3.2% | Reduced |
| Addison Capital Co | 17,148 | $7.23M | 2.88% | +71+0.4% | Added |
| Intrua Financial, LLC | 17,139 | $7.22M | 1.17% | −957−5.3% | Reduced |
| Ewa, LLC | 17,121 | $7.22M | 2.71% | −455−2.6% | Reduced |
| Schrum Private Wealth Management LLC | 17,116 | $7.21M | 6.11% | −12,180−41.6% | Reduced |
| Channing Global Advisors, LLC | 17,094 | $7.21M | 4.80% | +5,170+43.4% | Added |
| ROI Financial Advisors, LLC | 17,091 | $7.20M | 4.91% | +142+0.8% | Added |
| Centric Wealth Management | 17,090 | $7.20M | 1.95% | +934+5.8% | Added |
| Banco de Sabadell, S.A | 17,097 | $7.20M | 5.65% | +1,081+6.7% | Added |
| Drystone LLC | 17,079 | $7.20M | 7.19% | +17,079 | New |
| Park Place Capital Corp | 17,060 | $7.19M | 2.01% | +456+2.7% | Added |
| Lee Financial Co | 17,059 | $7.19M | 1.01% | −29−0.2% | Reduced |
| Matisse Capital | 17,049 | $7.19M | 3.65% | −673−3.8% | Reduced |
| First County Bank | 17,048 | $7.19M | 4.02% | −4,303−20.2% | Reduced |
| Brown Capital Management LLC | 17,016 | $7.17M | 0.17% | −1,158−6.4% | Reduced |
| Telligent Fund, LP | 17,000 | $7.17M | 6.82% | +17,000 | New |
| Emprise Bank | 16,999 | $7.17M | 4.05% | −1,005−5.6% | Reduced |
| Vanderbilt University | 16,952 | $7.15M | 1.40% | −1,846−9.8% | Reduced |
| Norway Savings Bank | 16,950 | $7.14M | 3.96% | +327+2.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 16,909 | $7.13M | 2.74% | −304−1.8% | Reduced |
| GFG Capital, LLC | 16,884 | $7.12M | 1.96% | +73+0.4% | Added |
| Ramirez Asset Management, Inc. | 16,878 | $7.11M | 1.44% | 00.0% | Unchanged |