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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 214,540 | $90.4M | 3.79% | −533−0.2% | Reduced |
| Ingalls & Snyder LLC | 213,991 | $90.2M | 3.55% | −1,885−0.9% | Reduced |
| NBT Bank N A | 213,863 | $90.1M | 6.28% | −2,415−1.1% | Reduced |
| Davidson Investment Advisors | 213,629 | $90.0M | 4.37% | −1,410−0.7% | Reduced |
| Triglav Skladi, D.O.O. | 212,884 | $89.7M | 7.06% | +212,884 | New |
| Kingsview Wealth Management, LLC | 212,613 | $89.6M | 1.75% | +2,108+1.0% | Added |
| Washington Trust Co | 212,144 | $89.4M | 3.21% | −3,443−1.6% | Reduced |
| National Asset Management, Inc. | 210,855 | $88.9M | 2.91% | −29,245−12.2% | Reduced |
| Mutual Advisors, LLC | 209,238 | $88.8M | 2.57% | −2,676−1.3% | Reduced |
| Allstate Corp | 209,697 | $88.4M | 2.60% | +203,537+3,304.2% | Added |
| Wolverine Trading, LLC | 207,890 | $88.3M | 1.99% | +87,933+73.3% | Added |
| Kanawha Capital Management LLC | 209,014 | $88.1M | 6.92% | −2,608−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 208,882 | $88.0M | 1.36% | +53,196+34.2% | Added |
| Sandy Spring Bank | 208,119 | $87.7M | 3.55% | −1,737−0.8% | Reduced |
| Kinetic Partners Management, LP | 208,105 | $87.7M | 5.78% | +5,800+2.9% | Added |
| Talbot Financial, LLC | 207,854 | $87.6M | 10.42% | +1,214+0.6% | Added |
| Cookson Peirce & Co Inc | 207,780 | $87.6M | 3.97% | −2,495−1.2% | Reduced |
| Aureus Asset Management, LLC | 207,677 | $87.5M | 5.66% | +3,374+1.7% | Added |
| Brookstone Capital Management | 207,143 | $87.3M | 1.27% | +6,434+3.2% | Added |
| Snowden Capital Advisors LLC | 207,089 | $87.3M | 2.71% | −3,033−1.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 205,987 | $86.8M | 4.99% | +1,215+0.6% | Added |
| Steadfast Capital Management LP | 204,600 | $86.2M | 1.83% | +1,600+0.8% | Added |
| Signaturefd, LLC | 204,356 | $86.1M | 1.63% | +1,752+0.9% | Added |
| Dixon Mitchell Investment Counsel Inc. | 203,047 | $85.6M | 3.96% | +3,935+2.0% | Added |
| Welch Group, LLC | 201,277 | $85.5M | 3.85% | +422+0.2% | Added |
| ZWJ Investment Counsel Inc | 202,704 | $85.4M | 3.53% | +1,013+0.5% | Added |
| Ninety One North America, Inc. | 200,417 | $84.5M | 5.23% | −9,186−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 200,331 | $84.4M | 2.09% | +7,332+3.8% | Added |
| Tandem Investment Advisors, Inc. | 200,221 | $84.4M | 3.20% | −957−0.5% | Reduced |
| Ironvine Capital Partners, LLC | 200,050 | $84.3M | 9.03% | −742−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 200,036 | $84.3M | 14.03% | +198,690+14,761.5% | Added |
| Paralel Advisors LLC | 200,000 | $84.3M | 3.60% | 00.0% | Unchanged |
| First American Bank | 199,947 | $84.3M | 5.94% | +1,282+0.6% | Added |
| Valeo Financial Advisors, LLC | 270,549 | $83.4M | 2.33% | +44,995+19.9% | Added |
| Baldwin Brothers Inc | 197,782 | $83.4M | 5.76% | +8,695+4.6% | Added |
| Parsons Capital Management Inc | 196,439 | $82.8M | 4.50% | +62,322+46.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 196,375 | $82.8M | 4.12% | −127−0.1% | Reduced |
| Generate Investment Management Ltd | 196,155 | $82.7M | 5.78% | +29,891+18.0% | Added |
| FineMark National Bank & Trust | 196,099 | $82.7M | 2.88% | −4,183−2.1% | Reduced |
| Pacific Sage Partners, LLC | 196,033 | $82.6M | 18.84% | +11,952+6.5% | Added |
| Equitable Holdings, Inc. | 195,491 | $82.4M | 0.78% | +2,197+1.1% | Added |
| Berkshire Asset Management LLC | 185,307 | $82.3M | 3.89% | −16,247−8.1% | Reduced |
| Exencial Wealth Advisors, LLC | 195,083 | $82.2M | 3.03% | −4,876−2.4% | Reduced |
| LMCG Investments, LLC | 194,808 | $82.1M | 5.04% | −6,119−3.0% | Reduced |
| Vestor Capital, LLC | 194,702 | $82.1M | 6.26% | −61,188−23.9% | Reduced |
| Himension Fund | 194,680 | $82.1M | 5.69% | +33,722+21.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 194,432 | $82.0M | 6.12% | +11,707+6.4% | Added |
| Howard Capital Management Group, LLC | 194,293 | $81.9M | 5.60% | −325−0.2% | Reduced |
| Sycomore Asset Management | 189,860 | $81.9M | 11.72% | +51,443+37.2% | Added |
| Capital Investment Advisors, LLC | 193,651 | $81.6M | 1.66% | −1,358−0.7% | Reduced |
| Campbell Newman Asset Management Inc | 192,908 | $81.3M | 6.55% | −9,733−4.8% | Reduced |
| CWA Asset Management Group, LLC | 192,820 | $81.3M | 4.10% | +3,721+2.0% | Added |
| Keystone Investors Pte Ltd | 192,533 | $81.2M | 5.67% | +109,239+131.1% | Added |
| Itau Unibanco Holding S.A. | 192,081 | $81.1M | 2.57% | +22,645+13.4% | Added |
| Moody Lynn & Lieberson, LLC | 191,971 | $80.9M | 4.96% | −2,393−1.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 191,793 | $80.8M | 3.34% | +8,726+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 191,443 | $80.7M | 2.20% | +3,180+1.7% | Added |
| Reynders McVeigh Capital Management, LLC | 191,337 | $80.6M | 4.25% | +3,664+2.0% | Added |
| Empowered Funds, LLC | 191,117 | $80.6M | 1.18% | +26,700+16.2% | Added |
| Capula Management Ltd | 190,944 | $80.5M | 0.55% | −112,750−37.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 190,212 | $80.2M | 5.73% | +1,070+0.6% | Added |
| Parallel Advisors, LLC | 188,846 | $79.6M | 1.80% | +3,505+1.9% | Added |
| HighPoint Advisor Group LLC | 192,875 | $79.5M | 4.32% | +6,511+3.5% | Added |
| Cary Street Partners Financial LLC | 188,378 | $79.4M | 2.58% | +188,378 | New |
| Wahed Invest LLC | 188,361 | $79.4M | 13.19% | +8,605+4.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 188,235 | $79.4M | 1.14% | −117,421−38.4% | Reduced |
| Concurrent Investment Advisors, LLC | 187,463 | $79.0M | 2.14% | +7,548+4.2% | Added |
| GFI Investment Counsel Ltd. | 187,372 | $79.0M | 9.07% | +1,384+0.7% | Added |
| Henshaw Capital LLC | 186,668 | $78.7M | 3.28% | +125+0.1% | Added |
| Dundas Partners LLP | 186,468 | $78.6M | 5.51% | +6,107+3.4% | Added |
| Ballentine Partners, LLC | 186,292 | $78.5M | 1.35% | +3,139+1.7% | Added |
| Logan Capital Management Inc | 185,404 | $78.1M | 3.28% | −9,277−4.8% | Reduced |
| Baader Bank INC | 185,144 | $78.0M | 7.17% | −2,679−1.4% | Reduced |
| Meritage Portfolio Management | 185,126 | $78.0M | 4.84% | −3,146−1.7% | Reduced |
| Violich Capital Management, Inc. | 184,651 | $77.8M | 10.12% | −3,337−1.8% | Reduced |
| GAM Holding AG | 184,647 | $77.8M | 5.80% | +23,317+14.5% | Added |
| Walleye Trading LLC | 184,429 | $77.7M | 1.53% | +129,709+237.0% | Added |
| Nichols & Pratt Advisers LLP | 183,909 | $77.5M | 5.17% | −1,958−1.1% | Reduced |
| WSFS Capital Management, LLC | 183,333 | $77.3M | 4.17% | −3,119−1.7% | Reduced |
| Kinneret Advisory, LLC | 183,291 | $77.3M | 7.29% | −8,538−4.5% | Reduced |
| Taurus Asset Management, LLC | 183,083 | $77.2M | 7.51% | −1,171−0.6% | Reduced |
| Perigon Wealth Management, LLC | 180,500 | $76.6M | 1.88% | +11,566+6.8% | Added |
| Thomasville National Bank | 181,225 | $76.4M | 5.49% | +2,687+1.5% | Added |
| RiverFront Investment Group, LLC | 180,685 | $76.2M | 1.73% | +14,186+8.5% | Added |
| Aviso Financial Inc. | 180,378 | $76.0M | 3.84% | +36,881+25.7% | Added |
| Cumberland Partners Ltd | 180,367 | $76.0M | 5.30% | +2,028+1.1% | Added |
| Asset Advisors Investment Management, LLC | 180,258 | $76.0M | 7.95% | −3,523−1.9% | Reduced |
| General American Investors Co Inc | 180,000 | $75.9M | 5.41% | −20,000−10.0% | Reduced |
| Pensionmark Financial Group, LLC | 179,913 | $75.8M | 2.08% | +26,230+17.1% | Added |
| JBF Capital, Inc. | 179,000 | $75.4M | 12.93% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 178,152 | $75.1M | 8.08% | −1,849−1.0% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 177,933 | $75.0M | 2.37% | +60,532+51.6% | Added |
| Select Equity Group, L.P. | 177,923 | $75.0M | 0.31% | −3,439−1.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $75.0M | 0.64% | 00.0% | Unchanged |
| SCS Capital Management LLC | 177,714 | $74.9M | 1.54% | −823−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 176,857 | $74.5M | 4.11% | +8,823+5.3% | Added |
| Natixis Investment Managers International | 175,870 | $74.1M | 5.73% | −3,828−2.1% | Reduced |
| Alta Capital Management LLC | 175,816 | $74.1M | 4.42% | +1,959+1.1% | Added |
| Great Valley Advisor Group, Inc. | 175,742 | $74.1M | 1.66% | +5,153+3.0% | Added |
| Suncoast Equity Management | 175,663 | $74.0M | 8.27% | −1,687−1.0% | Reduced |