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Disclosery

MSFT MICROSOFT CORP

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COM (common), issuer CIK 789019

5,794 managers (5,875 13F filers) reported a position in MSFT shares at 2024-12-31, 5,360,896,479 shares in all. 106 filers opened a position and 93 filers sold out during the quarter.

Managers
5,794
13F filers
5,875
New
106
Added
2,512
Reduced
2,221
Sold out
93
Shares held by filers
5,360,896,479

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-991 S$546.5084Form 4
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-2,927 S$545.7722Form 4
Hood Amyofficer (EVP, Chief Financial Officer)2026-10-13-3,387 S$544.8001Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Prestige Wealth Management Group LLC26,550$11.2M2.33%-60313F-HR/ATimeline
UNIONVIEW, LLC26,362$11.1M8.14%-2313F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…26,284$11.1M6.16%+1,23413F-HRTimelineGroup
Lester Murray Antman dba SimplyRich26,274$11.1M3.16%-2513F-HRTimeline
Canopy Partners, LLC26,260$11.1M4.23%+3,27313F-HRTimeline
Lantz Financial LLC26,211$11M2.94%-6513F-HRTimeline
Barton Investment Management26,195$11M1.17%013F-HRTimeline
FLOW TRADERS U.S. LLC26,195$11M0.44%new13F-HRTimeline
Founders Capital Management26,187$11M6.99%-42413F-HRTimeline
CHANNEL WEALTH LLC26,163$11M3.59%+4,00213F-HRTimeline
NovaPoint Capital, LLC26,074$11M3.35%+41213F-HRTimeline
First City Capital Management, Inc.26,042$11M5.84%+56413F-HRTimeline
Mezzasalma Advisors, LLC26,026$11M3.54%-15813F-HRTimeline
McHugh Group, LLC26,004$11M8.18%13F-HRTimeline
Harbor Advisors LLC26,000$11M1.72%+50013F-HRTimeline
Buttonwood Financial Advisors Inc.25,995$11M4.82%-26213F-HRTimeline
United Advisor Group, LLC25,980$11M2.17%+1,10113F-HRTimeline
JNBA Financial Advisors25,973$10.9M1.12%+1413F-HRTimeline
AssuredPartners Investment Advisors, LLC25,948$10.9M2.13%13F-HRTimeline
Costello Asset Management, INC25,890$10.9M7.22%+2,70113F-HRTimeline
Napean Trading & Investment Co (Singapo…25,857$10.9M2.7%-19,14913F-HRTimeline
NAN FUNG TRINITY (HK) LTD25,700$10.8M2.21%new13F-HRTimeline
Commonwealth Retirement Investments LLC25,689$10.8M4.46%+68113F-HRTimeline
Plante Moran Financial Advisors, LLC25,622$10.8M0.9%-1,04213F-HRTimeline
Eastover Investment Advisors LLC25,612$10.8M5.05%-49213F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC25,605$10.8M2.57%new13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…25,544$10.8M7.52%-57413F-HRTimeline
Great Diamond Partners, LLC25,425$10.7M2.77%-44513F-HRTimeline
Keystone Wealth Services, LLC25,390$10.7M2.83%+99913F-HRTimeline
Radnor Capital Management, LLC25,360$10.7M1.79%-4,57713F-HRTimeline
Settian Capital LP25,350$10.7M7.71%013F-HRTimeline
Kercheville Advisors, LLC25,331$10.7M4.14%+1,48313F-HRTimeline
RB Capital Management, LLC25,330$10.7M2.5%-1613F-HRTimeline
Liberty Capital Management, Inc.25,266$10.6M2.36%-74213F-HRTimeline
ADVOCATE GROUP LLC25,266$10.6M2.01%-1,09913F-HRTimeline
Souders Financial Advisors25,253$10.6M1.49%-2,94413F-HRTimeline
Stelac Advisory Services LLC25,248$10.6M4.15%-20413F-HRTimeline
WEST MICHIGAN ADVISORS, LLC25,248$10.6M3.21%-53513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC25,232$10.6M2.61%+45513F-HRTimeline
HERALD INVESTMENT MANAGEMENT Ltd25,245$10.6M1.74%-75513F-HRTimeline
Tikehau Investment Management25,231$10.6M12.8%-2,81913F-HRTimeline
Tradewinds Capital Management, LLC25,178$10.6M2.8%+4,63713F-HRTimeline
Pacifica Partners Inc.25,309$10.6M4.58%-31713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.25,111$10.6M5.53%13F-HRTimeline
RiverPark Advisors, LLCgroup of 2 filers holding25,004$10.6M+229Timeline
Capital Advisors Wealth Management, LLC25,063$10.6M1.88%+1,92613F-HRTimeline
Enhancing Capital LLC25,037$10.6M8.41%13F-HRTimeline
IFC Advisors LLC25,029$10.5M2.3%13F-HRTimeline
Transcendent Capital Group LLC25,022$10.5M5.46%+59613F-HRTimeline
MARATHON CAPITAL MANAGEMENT25,022$10.5M2.63%+26313F-HRTimeline
Proem Advisors LLC25,000$10.5M4.82%13F-HRTimeline
Papamarkou Wellner Asset Management inc.24,968$10.5M7.25%13F-HRTimeline
CORDA Investment Management, LLC.24,967$10.5M0.84%+85413F-HRTimeline
Wealth High Governance Capital Ltda24,962$10.5M3.77%new13F-HR/ATimeline
Bray Capital Advisors24,946$10.5M2.85%-5,29013F-HRTimeline
Summit Financial Strategies, Inc.24,868$10.5M1.16%-26513F-HRTimeline
Westside Investment Management, Inc.24,848$10.5M2.21%+2213F-HRTimeline
Bison Wealth, LLC24,845$10.5M2.31%-20,46713F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…24,844$10.5M0.26%+12,72213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Naman Capital Ltdain group Naman Capital Ltda24,800$10.5M6.25%-11,80013F-HRTimelineGroup
Whale Rock Capital Management LLC24,795$10.5M0.12%-342,15313F-HRTimeline
Bradley & Co. Private Wealth Management…24,791$10.4M6.52%13F-HRTimeline
Valley Brook Capital Group, Inc.24,765$10.4M7.8%+24213F-HRTimeline
HAMEL ASSOCIATES, INC.24,749$10.4M3.36%-28713F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd24,724$10.4M6.58%+3,72413F-HRTimelineGroup
Sterling Investment Advisors, Ltd.24,694$10.4M2.52%+45113F-HRTimeline
CORNERSTONE ENTERPRISES, LLC24,686$10.4M6.25%-14113F-HRTimeline
MJP ASSOCIATES INC /ADV24,671$10.4M1.87%+2,03813F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…24,656$10.4M2.81%-21713F-HRTimeline
OMC Financial Services LTD24,641$10.4M4.42%+45913F-HRTimeline
Compton Wealth Advisory Group, LLC24,608$10.4M2.68%+84713F-HRTimeline
MOUNT VERNON ASSOCIATES INC /MD/24,597$10.4M8.08%+1213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC24,595$10.4M2.6%+69013F-HRTimelineGroup
WealthPlan Investment Management, LLC24,572$10.4M1.02%+4313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP23,822$10.4M1.59%+4,19013F-HRTimeline
CHELSEA COUNSEL CO24,550$10.3M5.34%+1,22813F-HRTimeline
Main Street Group, LTD24,549$10.3M3.84%+25913F-HRTimeline
Linden Thomas Advisory Services, LLC24,528$10.3M1.31%+3,93313F-HRTimeline
Ignite Planners, LLC24,382$10.3M2.26%+38013F-HRTimeline
Oak Harvest Investment Services24,473$10.3M1.44%-3,43913F-HRTimeline
HHM Wealth Advisors, LLC24,462$10.3M1.4%+5,38513F-HRTimeline
Bremer Bank National Association24,459$10.3M2.04%-8813F-HRTimeline
Trust Co of Kansas24,458$10.3M4.95%-16613F-HRTimeline
Parisi Gray Wealth Management24,451$10.3M3.28%-6813F-HRTimeline
Peregrine Asset Advisers, Inc.24,438$10.3M3.8%-1,56413F-HRTimeline
GWN SECURITIES INC.23,261$10.3M2.75%13F-HRTimeline
Pinnacle West Asset Management, Inc.24,435$10.3M7.37%-7013F-HRTimeline
Leisure Capital Management24,427$10.3M4.03%+1,72913F-HRTimeline
Geneva Partners, LLC24,396$10.3M4.17%-11713F-HRTimeline
Redmond Asset Management, LLC24,357$10.3M2.56%+13,70513F-HRTimeline
David J Yvars Group24,336$10.3M6.26%-1,35713F-HRTimeline
ADIRONDACK TRUST CO24,335$10.3M3.92%-13613F-HRTimeline
Accurate Wealth Management, LLC24,467$10.3M1.97%+1,26913F-HRTimeline
General Partner, Inc.24,301$10.2M6.17%-1,00013F-HRTimeline
Investment Research & Advisory Group, I…24,285$10.2M4.25%-68613F-HRTimeline
Orion Porfolio Solutions, LLC66,625$10.2M0.1%-340,73613F-HRTimeline
Orion Portfolio Solutions, LLC66,625$10.2M0.1%-340,73613F-HRTimeline
AR ASSET MANAGEMENT INC24,279$10.2M2.32%013F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV24,261$10.2M5.47%-81313F-HRTimeline
Atlas Brown,Inc.24,212$10.2M3.49%+27113F-HRTimeline
CVA Family Office, LLC24,205$10.2M1.62%+1,68313F-HRTimeline
WISCONSIN CAPITAL MANAGEMENT LLC24,203$10.2M5.61%-1,61013F-HRTimeline
BOCHK Asset Management Ltd24,200$10.2M3.12%-9,55013F-HRTimeline
First Command Advisory Services, Inc.24,196$10.2M0.1%+5613F-HRTimeline
Trail Ridge Investment Advisors, LLC24,172$10.2M4.84%+16813F-HRTimeline
Elgethun Capital Management24,159$10.2M2.47%+22713F-HRTimeline
Berbice Capital Management LLC24,150$10.2M8.16%13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC24,145$10.2M2.98%-26313F-HRTimeline
KG Capital Management24,142$10.2M3.27%+3,25813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED23,906$10.2M0.94%+4,11613F-HRTimeline
Sovran Advisors, LLC24,356$10.1M1.44%13F-HRTimeline
Hurlow Wealth Management Group, Inc.24,007$10.1M3.16%-2,49613F-HRTimeline
Austin Private Wealth, LLC23,957$10.1M0.95%+2,01013F-HRTimeline
WealthShield Partners, LLC23,953$10.1M1.43%-1,74813F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…23,731$10.1M4%-1,57713F-HRTimeline
Key Client Fiduciary Advisors, LLC23,849$10.1M4.5%-12413F-HRTimeline
LCNB CORP23,843$10M3.66%+1913F-HRTimeline
Freedom Investment Management, Inc.23,832$10M0.83%-1,71913F-HRTimeline
LOUISBOURG INVESTMENTS INC.29,712$10M2.64%+3,30813F-HRTimeline
Agate Pass Investment Management, LLC23,806$10M4.54%+1,55613F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.23,798$10M1.36%+4,84613F-HRTimeline
Cerro Pacific Wealth Advisors LLC23,302$10M3.32%+9713F-HRTimeline
SANDLER CAPITAL MANAGEMENT23,754$10M1.64%new13F-HRTimeline
Signal Advisors Wealth, LLC23,651$9.97M1.13%+3,89813F-HRTimeline
RED CEDAR INVESTMENT MANAGEMENT, LLC23,625$9.96M1.25%-5,02013F-HRTimeline
ANB BANK23,606$9.95M4.37%13F-HRTimeline
Alliance Wealth Advisors, LLC /UT23,604$9.95M2.57%-85913F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.23,566$9.93M2.14%013F-HRTimeline
First PREMIER Bank23,540$9.92M2.53%-5913F-HRTimeline
SENTINEL TRUST CO LBA23,466$9.89M1.14%-24313F-HRTimeline
Retirement Planning Group, LLC23,461$9.89M0.5%+1,59013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.23,441$9.88M4.58%-67113F-HRTimeline
D'Orazio & Associates, Inc.23,419$9.87M1.46%-21913F-HRTimeline
Blue Edge Capital, LLC23,397$9.86M1.55%-3913F-HRTimeline
Riverview Capital Advisers, LLC23,396$9.86M2.98%-9413F-HRTimeline
WT Wealth Management23,380$9.85M3.09%+77913F-HRTimeline
First Washington CORP23,364$9.85M3.48%-6913F-HRTimeline
Sustainable Insight Capital Management,…23,335$9.84M4.3%+12,58813F-HRTimeline
TTP Investments, Inc.23,296$9.82M3.43%+2,24813F-HRTimeline
Heartland Bank & Trust Co23,246$9.8M5.32%-49813F-HRTimeline
Poehling Capital Management, INC.23,241$9.8M2.41%-2913F-HRTimeline
Lineweaver Wealth Advisors, LLC23,178$9.78M1.81%+1,92313F-HRTimeline
Cascade Financial Partners, LLC23,189$9.77M1.27%+2,76013F-HRTimeline
Tanager Wealth Management LLP23,186$9.77M1.27%+49213F-HRTimeline
Schneider Downs Wealth Management Advis…23,180$9.77M1.84%-17313F-HRTimeline
Aldebaran Capital, LLC23,175$9.77M9.28%-72713F-HRTimeline
Allen Capital Group, LLC23,171$9.77M1.2%+1,54113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC23,149$9.76M3.81%-96013F-HRTimeline
Annandale Capital, LLC23,129$9.75M1.93%013F-HRTimeline
Pekin Hardy Strauss, Inc.23,128$9.75M1.24%-22713F-HRTimeline
Eagle Capital Management, LLC23,097$9.73M3.93%+9613F-HRTimeline
Gilliland Jeter Wealth Management LLC23,088$9.73M3.28%-3113F-HRTimeline
Chaney Capital Management, Inc.23,061$9.72M4.6%+18513F-HRTimeline
Ring Mountain Capital, LLC23,012$9.7M6.5%13F-HRTimeline
Pinnacle Bancorp, Inc.23,008$9.7M3.15%-71113F-HRTimeline
Independent Solutions Wealth Management…23,004$9.7M2.12%-52213F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.23,000$9.69M0.43%+1,00013F-HRTimelineGroup
Centerpoint Advisors, LLC22,955$9.68M3.39%-71013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding22,945$9.67M-631Timeline
Wealth Management Partners, LLC22,944$9.67M4.17%+33913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC22,940$9.67M9.01%-1,03313F-HRTimeline
Saranac Partners Ltd22,936$9.67M5.34%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …22,934$9.67M2.28%-71213F-HRTimelineGroup
Delaney Dennis R22,925$9.66M5.08%+14713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC22,917$9.66M3.17%13F-HRTimeline
AMJ Financial Wealth Management22,912$9.66M2.68%-16913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC22,903$9.65M3.16%+20213F-HRTimeline
Bey-Douglas LLC22,862$9.64M8.3%-1,05413F-HRTimeline
Sylvest Advisors, LLC22,853$9.63M5.92%13F-HRTimeline
Stablepoint Partners, LLC22,729$9.58M1.76%-39013F-HRTimeline
INVESTMENT PARTNERS, LTD.22,708$9.57M3.94%+1,18013F-HRTimeline
HBW ADVISORY SERVICES LLC22,694$9.57M0.98%+80013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.22,692$9.56M5.83%-1,42613F-HRTimeline
Ceeto Capital Group, LLC22,655$9.55M3.51%-2,00013F-HRTimeline
Piscataqua Savings Bank22,630$9.54M8.2%-41713F-HRTimeline
InTrack Investment Management Inc22,926$9.53M6.65%-12413F-HRTimeline
Thrive Wealth Management, LLC22,586$9.52M1.71%-97113F-HRTimeline
Frisch Financial Group, Inc.22,563$9.51M2.88%-26513F-HRTimeline
SOL Capital Management CO22,551$9.51M1.06%-5,00613F-HRTimeline
Parkside Investments, LLC22,500$9.48M1.42%-1,03913F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC22,496$9.48M6.02%+91913F-HRTimeline
Gold Investment Management Ltd.22,458$9.47M3.99%-46313F-HRTimeline
Blume Capital Management, Inc.22,398$9.44M2.12%-10013F-HRTimeline
Gunderson Capital Management LLC22,388$9.44M4.64%-6,60013F-HRTimeline
Crown Wealth Group, LLC22,367$9.43M3.84%-513F-HRTimeline
GSA CAPITAL PARTNERS LLP22,357$9.42M0.7%+7,93313F-HRTimeline
IMS Capital Management22,328$9.41M4.36%+8213F-HRTimeline
Kinsale Capital Group, Inc.in group Kinsale Capital Group, Inc.22,327$9.41M2.53%+2,28913F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC22,320$9.41M2%-30513F-HRTimeline
CRAMER ROSENTHAL MCGLYNN LLC22,317$9.41M0.53%+4,20413F-HRTimeline
Tyler-Stone Wealth Management22,257$9.38M1.67%+77813F-HRTimeline
Curbstone Financial Management Corp22,256$9.38M1.99%+45613F-HRTimeline
SYM FINANCIAL Corp22,215$9.36M1.21%+14,07113F-HRTimeline
AMI INVESTMENT MANAGEMENT INC22,206$9.36M3.04%+1,00713F-HRTimeline
PEREGRINE INVESTMENT MANAGEMENT INC22,187$9.35M5.42%13F-HRTimeline
Mendel Money Management22,167$9.34M4.17%-56713F-HRTimeline
Notis-McConarty Edward22,166$9.34M4.52%-95213F-HRTimeline
Octavia Wealth Advisors, LLC22,162$9.34M1.13%-35413F-HRTimeline
PROSPECTOR PARTNERS LLCin group PROSPECTOR PARTNERS LLC22,142$9.33M1.06%+7713F-HRTimelineGroup
FOREFRONT WEALTH MANAGEMENT INC.22,128$9.33M8.59%13F-HRTimeline

Events

  • Hood Amy sold 7,305 MSFT shares on 2026-10-13, Form 4 filed 2026-10-14. 0000789019-26-000226

    Accepted , ingested