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
- 5,876
- +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
- 2,218 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 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Ami Asset Management Corp | 267,277 | $112.7M | 6.00% | −6,505−2.4% | Reduced |
| Alphadyne Asset Management LP | 266,793 | $112.5M | 46.62% | +23,793+9.8% | Added |
| XN LP | 265,320 | $111.8M | 4.89% | +265,320 | New |
| Synergy Financial Management, LLC | 263,271 | $111.6M | 8.64% | +140,836+115.0% | Added |
| Advisory Services Network, LLC | 264,271 | $111.4M | 2.08% | +10,908+4.3% | Added |
| Hantz Financial Services, Inc. | 263,870 | $111.2M | 1.94% | −9,371−3.4% | Reduced |
| Park National Corp | 263,364 | $111.0M | 4.07% | −6,376−2.4% | Reduced |
| Northeast Investment Management | 261,089 | $110.0M | 4.88% | +760+0.3% | Added |
| Empire Life Investments Inc. | 259,497 | $109.4M | 6.87% | −10,184−3.8% | Reduced |
| Empirical Finance, LLC | 259,139 | $109.2M | 6.32% | −3,293−1.3% | Reduced |
| Motley Fool Asset Management LLC | 258,985 | $109.2M | 5.69% | +31,270+13.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 256,253 | $108.9M | 7.72% | −3,724−1.4% | Reduced |
| Resources Investment Advisors, LLC. | 257,504 | $108.5M | 1.26% | −10,980−4.1% | Reduced |
| Nwam LLC | 255,292 | $107.6M | 6.65% | −8,450−3.2% | Reduced |
| Davis Selected Advisers | 254,991 | $107.5M | 0.62% | −3,149−1.2% | Reduced |
| Maple Capital Management, Inc. | 253,782 | $107.0M | 7.88% | −937−0.4% | Reduced |
| Caledonia Investments PLC | 253,317 | $106.7M | 12.76% | 00.0% | Unchanged |
| Martin Currie Ltd | 252,058 | $106.2M | 3.91% | −7,794−3.0% | Reduced |
| Systematic Alpha Investments, LLC | 251,402 | $106.0M | 3.90% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 250,996 | $105.7M | 8.09% | +2,596+1.0% | Added |
| Sather Financial Group Inc | 250,764 | $105.7M | 6.62% | −2,512−1.0% | Reduced |
| Westpac Banking Corp | 249,084 | $105.0M | 6.97% | +10,097+4.2% | Added |
| Cypress Funds LLC | 249,049 | $105.0M | 14.12% | 00.0% | Unchanged |
| Scge Management, L.P. | 249,000 | $105.0M | 1.94% | −846,000−77.3% | Reduced |
| Roffman Miller Associates Inc | 247,681 | $104.4M | 6.42% | +946+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 247,059 | $104.1M | 6.15% | +247,059 | New |
| 40 North Management LLC | 247,000 | $104.1M | 5.80% | +247,000 | New |
| Central Trust Co | 246,844 | $104.0M | 2.55% | +876+0.4% | Added |
| Parthenon LLC | 246,515 | $103.9M | 12.57% | −4,479−1.8% | Reduced |
| Gladstone Capital Management LLP | 244,635 | $103.1M | 8.59% | −86,710−26.2% | Reduced |
| Oakmont Corp | 243,682 | $102.7M | 17.96% | +16,075+7.1% | Added |
| First Citizens Bank & Trust Co | 242,857 | $102.4M | 1.88% | +25,776+11.9% | Added |
| NZS Capital, LLC | 242,302 | $102.1M | 4.35% | −115,865−32.3% | Reduced |
| Klingenstein Fields & Co LP | 242,095 | $102.0M | 4.11% | −1,794−0.7% | Reduced |
| Ancora Advisors, LLC | 242,057 | $102.0M | 2.28% | +1,407+0.6% | Added |
| Stack Financial Management, Inc | 241,653 | $101.9M | 9.31% | −1,783−0.7% | Reduced |
| Avalon Trust Co | 241,415 | $101.8M | 7.24% | +2,538+1.1% | Added |
| GuoLine Advisory Pte Ltd | 240,900 | $101.5M | 10.48% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 240,352 | $101.3M | 2.72% | −689−0.3% | Reduced |
| Howard Capital Management Inc. | 239,848 | $101.1M | 1.57% | +21,350+9.8% | Added |
| F/M Investments LLC | 239,639 | $101.0M | 3.72% | −14,765−5.8% | Reduced |
| Gradient Investments LLC | 239,558 | $101.0M | 2.04% | +44,333+22.7% | Added |
| Gilder Gagnon Howe & Co LLC | 239,475 | $100.9M | 1.09% | −21,774−8.3% | Reduced |
| Park Avenue Securities LLC | 238,354 | $100.5M | 1.03% | +36,889+18.3% | Added |
| Grandfield & Dodd, LLC | 237,718 | $100.2M | 6.18% | −2,839−1.2% | Reduced |
| Chesley Taft & Associates LLC | 237,642 | $100.2M | 4.65% | −1,213−0.5% | Reduced |
| Marathon Asset Mgmt Ltd | 237,363 | $100.0M | 2.79% | −12,943−5.2% | Reduced |
| First National Trust Co | 237,303 | $100.0M | 3.76% | +1,884+0.8% | Added |
| RE Advisers Corp | 236,787 | $99.8M | 2.41% | +8,800+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 236,066 | $99.5M | 2.20% | +485+0.2% | Added |
| Community Trust & Investment Co | 235,761 | $99.4M | 6.15% | +19,577+9.1% | Added |
| Cullen Capital Management LLC | 234,375 | $98.8M | 1.15% | −3,125−1.3% | Reduced |
| Wealthspire Advisors, LLC | 231,856 | $97.7M | 0.97% | +9,371+4.2% | Added |
| Franklin Street Advisors Inc | 231,420 | $97.5M | 6.49% | −1,245−0.5% | Reduced |
| Alberta Investment Management Corp | 230,035 | $97.0M | 0.65% | +114,179+98.6% | Added |
| Nearwater Capital Markets, Ltd | 230,000 | $96.9M | 2.77% | +230,000 | New |
| Bain Capital Public Equity Management II, LLC | 229,978 | $96.9M | 4.46% | −76,395−24.9% | Reduced |
| Sander Capital Advisors Inc | 229,681 | $96.8M | 44.56% | −3,017−1.3% | Reduced |
| Wetherby Asset Management Inc | 229,619 | $96.8M | 4.64% | −11,137−4.6% | Reduced |
| Ycg, LLC | 228,932 | $96.5M | 7.67% | −6,986−3.0% | Reduced |
| Tudor Investment Corp Et Al | 228,798 | $96.4M | 1.03% | +55,280+31.9% | Added |
| CAPROCK Group, Inc. | 228,247 | $96.2M | 3.14% | −1,613−0.7% | Reduced |
| Optiver Holding B.V. | 227,629 | $95.9M | 3.10% | +136,447+149.6% | Added |
| Investment House LLC | 227,184 | $95.8M | 5.21% | −6,443−2.8% | Reduced |
| Evergreen Capital Management LLC | 227,024 | $95.7M | 3.11% | −4,108−1.8% | Reduced |
| Insight Holdings Group, LLC | 226,430 | $95.4M | 6.17% | +61,870+37.6% | Added |
| Gotham Asset Management, LLC | 226,068 | $95.3M | 0.90% | −8,398−3.6% | Reduced |
| Oriental Harbor Investment Fund | 225,956 | $95.2M | 9.57% | 00.0% | Unchanged |
| Norris Perne & French LLP | 225,801 | $95.2M | 6.86% | −1110.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 225,191 | $94.9M | 4.62% | −1,576−0.7% | Reduced |
| Rockland Trust Co | 225,147 | $94.9M | 4.83% | +3,446+1.6% | Added |
| Private Wealth Partners, LLC | 224,892 | $94.8M | 7.26% | −848−0.4% | Reduced |
| SBI Securities Co., Ltd. | 224,710 | $94.7M | 2.92% | +224,710 | New |
| Trust Co of Vermont | 224,291 | $94.5M | 4.59% | +10,965+5.1% | Added |
| Calamos Wealth Management LLC | 224,258 | $94.5M | 4.74% | +3,833+1.7% | Added |
| Moors & Cabot, Inc. | 222,876 | $93.9M | 4.47% | +2,025+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 222,744 | $93.9M | 1.77% | +6,223+2.9% | Added |
| Ameritas Investment Partners, Inc. | 222,158 | $93.6M | 3.04% | +5,745+2.7% | Added |
| Diversified Trust Co | 221,844 | $93.5M | 2.28% | +6,378+3.0% | Added |
| Bleakley Financial Group, LLC | 221,654 | $93.4M | 2.81% | +2,903+1.3% | Added |
| Merit Financial Group, LLC | 221,381 | $93.3M | 1.68% | +40,917+22.7% | Added |
| Prospera Financial Services Inc | 220,836 | $93.1M | 2.17% | +13,855+6.7% | Added |
| Vestcor Inc | 220,788 | $93.1M | 3.08% | −1,042−0.5% | Reduced |
| Trajan Wealth LLC | 220,536 | $93.0M | 5.15% | +17,634+8.7% | Added |
| Pamplona Capital Management, LLC | 220,062 | $92.8M | 13.19% | +220,062 | New |
| Smith, Salley & Associates | 219,094 | $92.3M | 5.93% | +3,978+1.8% | Added |
| Mar Vista Investment Partners LLC | 218,418 | $92.1M | 6.30% | −18,227−7.7% | Reduced |
| Siemens Fonds Invest GmbH | 215,960 | $91.7M | 9.61% | +15,473+7.7% | Added |
| Mill Capital Management, LLC | 217,338 | $91.6M | 7.24% | +109+0.1% | Added |
| Azimuth Capital Investment Management LLC | 217,329 | $91.6M | 3.56% | +1,109+0.5% | Added |
| Waters Parkerson & Co., LLC | 216,935 | $91.4M | 4.82% | −825−0.4% | Reduced |
| BDF-Gestion | 216,889 | $91.4M | 9.44% | −15,293−6.6% | Reduced |
| Oribel Capital Management, LP | 216,600 | $91.3M | 6.20% | +39,200+22.1% | Added |
| Sienna Gestion | 216,464 | $91.2M | 6.16% | −19,321−8.2% | Reduced |
| South State Corp. | 216,415 | $91.2M | 5.98% | +21,569+11.1% | Added |
| Wedbush Securities Inc | 216,278 | $91.2M | 3.25% | +360+0.2% | Added |
| Edgemoor Investment Advisors, Inc. | 215,855 | $91.0M | 8.02% | −4,398−2.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 215,839 | $91.0M | 4.74% | −837−0.4% | Reduced |
| Osterweis Capital Management Inc | 215,300 | $90.7M | 4.22% | +490+0.2% | Added |
| Venture Visionary Partners LLC | 214,993 | $90.6M | 3.84% | +5,605+2.7% | Added |