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; 6,248 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 | 6,248 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $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 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 374,820 | $158.0M | 5.05% | −5,359−1.4% | Reduced |
| Vident Advisory, LLC | 370,218 | $156.1M | 2.74% | +159,132+75.4% | Added |
| Miracle Mile Advisors, LLC | 368,878 | $155.5M | 3.15% | +62,854+20.5% | Added |
| Munro Partners | 367,683 | $155.0M | 5.39% | −79,385−17.8% | Reduced |
| James Hambro & Partners | 365,500 | $154.0M | 6.08% | +4,639+1.3% | Added |
| Pensioenfonds Rail & Ov | 365,302 | $154.0M | 10.46% | +40,255+12.4% | Added |
| Trivest Advisors Ltd | 365,000 | $153.8M | 6.98% | −101,000−21.7% | Reduced |
| Becker Capital Management Inc | 363,776 | $153.3M | 5.01% | −3,756−1.0% | Reduced |
| RMB Capital Management, LLC | 363,301 | $153.1M | 3.53% | +39,688+12.3% | Added |
| Exchange Traded Concepts, LLC | 360,474 | $151.9M | 3.09% | +187,171+108.0% | Added |
| Allworth Financial LP | 338,643 | $151.1M | 0.83% | +34,174+11.2% | Added |
| DF Dent & Co Inc | 354,760 | $149.5M | 1.89% | +259+0.1% | Added |
| New Mexico Educational Retirement Board | 354,347 | $149.4M | 5.02% | −9,100−2.5% | Reduced |
| Stock Yards Bank & Trust Co | 352,478 | $148.6M | 5.10% | −22,182−5.9% | Reduced |
| PointState Capital LP | 351,997 | $148.4M | 3.37% | +5,309+1.5% | Added |
| Stratos Wealth Partners, LTD. | 345,682 | $145.7M | 2.06% | −3,157−0.9% | Reduced |
| TCTC Holdings, LLC | 342,868 | $144.5M | 5.19% | +211+0.1% | Added |
| HB Wealth Management, LLC | 342,347 | $144.3M | 1.48% | +20,055+6.2% | Added |
| Allianz SE | 339,592 | $144.1M | 3.75% | +28,636+9.2% | Added |
| Castleark Management LLC | 339,924 | $143.3M | 5.00% | −47,680−12.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 338,433 | $142.6M | 2.07% | +6,182+1.9% | Added |
| Segall Bryant & Hamill, LLC | 337,739 | $142.4M | 1.96% | −13,396−3.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 336,206 | $141.7M | 3.40% | −57,706−14.6% | Reduced |
| Stephens Inc | 335,804 | $141.5M | 1.98% | +18,243+5.7% | Added |
| Vinva Investment Management Ltd | 332,408 | $141.2M | 5.51% | +15,548+4.9% | Added |
| Covea Finance | 333,762 | $140.7M | 6.34% | −24,800−6.9% | Reduced |
| Focused Investors LLC | 331,500 | $139.7M | 4.41% | −2,850−0.9% | Reduced |
| Zevenbergen Capital Investments LLC | 331,404 | $139.7M | 2.85% | +330.0% | Added |
| Harvest Fund Management Co., Ltd | 331,274 | $139.7M | 6.47% | +60,098+22.2% | Added |
| Boston Private Wealth LLC | 331,078 | $139.5M | 2.61% | +331,078 | New |
| Bowie Capital Management, LLC | 330,786 | $139.4M | 7.39% | +25,071+8.2% | Added |
| Bristlecone Advisors, LLC | 330,429 | $139.3M | 10.88% | +2,696+0.8% | Added |
| Chilton Capital Management LLC | 329,871 | $139.0M | 5.86% | +60.0% | Added |
| E Fund Management Co., Ltd. | 328,599 | $138.5M | 6.95% | +86,030+35.5% | Added |
| Braun Stacey Associates Inc | 327,895 | $138.2M | 5.16% | −7,261−2.2% | Reduced |
| Independent Advisor Alliance | 326,011 | $137.4M | 1.82% | +25,572+8.5% | Added |
| Greenleaf Trust | 325,726 | $137.3M | 1.25% | −4,847−1.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 325,716 | $137.3M | 12.95% | −1,454−0.4% | Reduced |
| Kestra Private Wealth Services, LLC | 325,635 | $137.3M | 2.33% | +51,576+18.8% | Added |
| RSM US Wealth Management LLC | 322,963 | $136.8M | 1.97% | +1,072+0.3% | Added |
| Old National Bancorp | 321,456 | $135.5M | 3.21% | +2,783+0.9% | Added |
| Atreides Management, LP | 319,358 | $134.6M | 4.22% | +319,358 | New |
| Benjamin Edwards Inc | 318,573 | $134.4M | 1.92% | +9,336+3.0% | Added |
| Cornerstone Advisors, LLC | 318,400 | $134.2M | 5.35% | −26,900−7.8% | Reduced |
| Hancock Whitney Corp | 317,775 | $133.9M | 4.24% | +2,936+0.9% | Added |
| Elite Wealth Management, Inc. | 317,346 | $133.8M | 31.29% | −8,140−2.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 315,952 | $133.2M | 2.65% | +20,576+7.0% | Added |
| McDaniel Terry & Co | 315,594 | $133.0M | 10.91% | +18,052+6.1% | Added |
| Confluence Investment Management LLC | 315,443 | $133.0M | 1.84% | −3,777−1.2% | Reduced |
| GW&K Investment Management, LLC | 314,559 | $132.6M | 1.13% | −4,827−1.5% | Reduced |
| Saratoga Research & Investment Management | 313,457 | $132.1M | 6.66% | −46,062−12.8% | Reduced |
| Clarius Group, LLC | 313,283 | $132.0M | 9.02% | +3,259+1.1% | Added |
| Profund Advisors LLC | 311,047 | $131.1M | 4.79% | +25,874+9.1% | Added |
| KCM Investment Advisors LLC | 309,763 | $130.6M | 4.50% | −5,820−1.8% | Reduced |
| Capital International Ltd | 307,156 | $129.5M | 5.28% | +4,818+1.6% | Added |
| Choate Investment Advisors | 305,058 | $128.6M | 3.09% | +7,848+2.6% | Added |
| Sit Investment Associates Inc | 303,488 | $127.9M | 2.90% | −21,232−6.5% | Reduced |
| Heritage Investors Management Corp | 303,135 | $127.8M | 4.12% | +774+0.3% | Added |
| Fortis Capital Management LLC | 303,081 | $127.7M | 23.75% | +8,250+2.8% | Added |
| Howland Capital Management LLC | 302,261 | $127.4M | 5.58% | −4,330−1.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 301,958 | $127.3M | 4.58% | −5,225−1.7% | Reduced |
| Vaughan David Investments LLC | 301,265 | $127.0M | 3.00% | −4,737−1.5% | Reduced |
| Clearstead Advisors, LLC | 301,176 | $126.9M | 1.93% | −5,639−1.8% | Reduced |
| Meeder Asset Management Inc | 300,517 | $126.7M | 8.79% | +106,990+55.3% | Added |
| Formuepleje A/S | 300,443 | $126.6M | 6.83% | +3,435+1.2% | Added |
| Wesbanco Bank Inc | 299,590 | $126.3M | 4.31% | +4,316+1.5% | Added |
| Daymark Wealth Partners, LLC | 393,473 | $125.9M | 5.32% | +1,087+0.3% | Added |
| Palestra Capital Management LLC | 298,553 | $125.8M | 3.45% | −11,558−3.7% | Reduced |
| Congress Wealth Management LLC | 297,898 | $125.6M | 1.73% | −22,216−6.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 292,829 | $123.4M | 7.34% | −410−0.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 288,121 | $122.4M | 3.87% | −4,550−1.6% | Reduced |
| Shell Asset Management Co | 288,299 | $121.5M | 5.31% | −28,001−8.9% | Reduced |
| Chicago Capital, LLC | 288,087 | $121.4M | 3.22% | +13,821+5.0% | Added |
| Highland Capital Management, LLC | 287,263 | $121.1M | 6.92% | −2,724−0.9% | Reduced |
| Advisors Asset Management, Inc. | 286,446 | $120.7M | 2.22% | +3,389+1.2% | Added |
| Cohen Klingenstein LLC | 285,500 | $120.3M | 4.12% | −34,000−10.6% | Reduced |
| Apollon Wealth Management, LLC | 285,295 | $120.3M | 2.77% | +46,111+19.3% | Added |
| Carnegie Capital Asset Management, LLC | 284,454 | $119.9M | 3.44% | +6,113+2.2% | Added |
| Mondrian Investment Partners LTD | 286,174 | $118.8M | 1.96% | −6,225−2.1% | Reduced |
| Bollard Group LLC | 280,471 | $118.2M | 3.28% | −10,973−3.8% | Reduced |
| Oak Ridge Investments LLC | 279,468 | $117.8M | 9.24% | +15,934+6.0% | Added |
| Integrated Wealth Concepts LLC | 279,364 | $117.8M | 1.37% | +23,280+9.1% | Added |
| Triple Frond Partners LLC | 278,458 | $117.4M | 15.19% | +26,314+10.4% | Added |
| Birch Hill Investment Advisors LLC | 278,384 | $117.3M | 5.46% | +304+0.1% | Added |
| Noked Israel Ltd | 277,400 | $116.9M | 23.01% | +109,400+65.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 276,892 | $116.6M | 6.17% | −1,500−0.5% | Reduced |
| Donaldson Capital Management, LLC | 275,970 | $116.3M | 4.44% | +1,470+0.5% | Added |
| Farmers & Merchants Investments Inc | 275,785 | $116.2M | 3.64% | +2,713+1.0% | Added |
| Wilkinson Global Asset Management LLC | 275,511 | $116.1M | 7.14% | −2,105−0.8% | Reduced |
| Argent Trust Co | 273,872 | $115.4M | 4.71% | +346+0.1% | Added |
| Avenir Corp | 273,608 | $115.3M | 11.81% | −16,830−5.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 272,855 | $115.0M | 4.37% | +2,178+0.8% | Added |
| Guyasuta Investment Advisors Inc | 272,209 | $114.7M | 7.22% | −514−0.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 269,328 | $113.5M | 3.40% | +5,729+2.2% | Added |
| Dana Investment Advisors, Inc. | 269,134 | $113.4M | 3.74% | +7,756+3.0% | Added |
| Locust Wood Capital Advisers, LLC | 268,905 | $113.3M | 4.19% | +4,681+1.8% | Added |
| Dakota Wealth Management | 268,885 | $113.3M | 2.61% | −1,917−0.7% | Reduced |
| Savant Capital, LLC | 268,847 | $113.3M | 0.89% | −3,912−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 268,429 | $113.1M | 3.47% | +3,370+1.3% | Added |
| Alpha Cubed Investments, LLC | 268,016 | $113.0M | 5.17% | +10,020+3.9% | Added |