Skip to content
Disclosery

MSFT MICROSOFT CORP

Follow

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
Haven Capital Group, Inc.8,658$3.65M3.43%13F-HRTimeline
Legato Capital Management LLC8,651$3.65M0.48%-7,09513F-HRTimeline
Heritage Financial Services, LLC8,651$3.65M0.48%+49413F-HRTimeline
Montis Financial, LLC8,647$3.64M1.13%+1,03713F-HRTimeline
PUREfi Wealth, LLC8,643$3.64M3.56%13F-HRTimeline
Ifrah Financial Services, Inc.8,643$3.64M1.01%-413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC8,639$3.64M1.81%+18113F-HRTimeline
New Covenant Trust Company, N.A.8,569$3.64M3.61%-25313F-HRTimeline
Cannon Advisors, Inc.8,635$3.64M3.09%-76513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,626$3.64M0.8%-10113F-HRTimeline
Abacus Wealth Partners, LLC8,626$3.64M0.54%-48613F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…8,625$3.64M0.36%-8,20913F-HRTimeline
Sheets Smith Investment Management8,621$3.63M3.08%13F-HRTimeline
Rede Wealth, LLC8,613$3.63M1.39%-1313F-HRTimeline
Sunburst Financial Group, LLC8,611$3.63M0.9%-31013F-HRTimeline
Strategic Family Wealth Counselors, L.L…8,600$3.63M1.18%+92013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC8,106$3.62M2.28%013F-HRTimeline
Oliver Luxxe Assets LLC8,402$3.62M0.65%013F-HR/ATimeline
Atom Investors LP8,561$3.61M0.45%-27,81713F-HRTimeline
Hilltop Partners LLC8,552$3.6M1.23%+65513F-HRTimeline
Summit Financial Wealth Advisors, LLC8,762$3.6M0.7%-5313F-HRTimeline
Partnership Wealth Management, LLC8,540$3.6M3%+33913F-HRTimeline
IAM Advisory, LLC8,540$3.6M0.91%-7613F-HRTimeline
Firestone Capital Management8,539$3.6M0.89%-5613F-HRTimeline
Faithward Advisors, LLC8,529$3.6M0.61%-2,08813F-HRTimeline
Activest Wealth Management8,526$3.59M1%+47013F-HRTimeline
VELA Investment Management, LLC8,508$3.59M1.23%013F-HRTimeline
BARRETT & COMPANY, INC.8,505$3.58M1.51%+3113F-HRTimeline
Fortitude Family Office, LLC8,502$3.58M1.28%+1,71013F-HRTimeline
Mascoma Wealth Management LLC8,483$3.58M0.9%+1,78513F-HRTimeline
Twin Lakes Capital Management, LLC8,476$3.57M2.29%+1213F-HRTimeline
Vigilare Wealth Management8,469$3.57M1.45%+113F-HRTimeline
Almanack Investment Partners, LLC.8,466$3.57M0.55%+14313F-HRTimeline
Wilson & Boucher Capital Management, LLC8,459$3.57M2.53%-13413F-HRTimeline
Evergreen Wealth Management, LLC8,440$3.56M2.1%+15413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,437$3.56M0.87%-113F-HRTimeline
Abel Hall, LLC8,434$3.56M2.27%+34113F-HRTimeline
Nicholas Wealth, LLC.8,518$3.55M1.93%+69113F-HRTimeline
Safeguard Financial, LLC8,427$3.55M0.77%+33113F-HRTimeline
NAPATREE CAPITAL LLC8,425$3.55M2.09%+85013F-HRTimeline
Verity Asset Management, Inc.8,425$3.55M2%-8,02913F-HRTimeline
Ariadne Wealth Management, LP8,603$3.55M1.62%+54413F-HRTimeline
Outlook Wealth Advisors, LLC8,404$3.54M1.02%+40413F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC8,390$3.54M1.15%+4113F-HRTimeline
D. SCOTT NEAL, INC.8,386$3.53M1.94%013F-HRTimeline
WEST BANCORPORATION INC8,382$3.53M2.32%-38213F-HRTimeline
Fjell Capital, LLC8,374$3.53M3.65%13F-HRTimeline
Boomfish Wealth Group, LLC8,374$3.53M2.14%+17713F-HRTimeline
Quantum Portfolio Management LLC8,373$3.53M1.89%+1,11113F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…8,369$3.53M1.09%+1,01713F-HRTimeline
Farrell Financial LLC8,356$3.52M2.52%+913F-HRTimeline
Coastwise Capital Group, LLC8,353$3.52M2.81%+65813F-HRTimeline
Northern Financial Advisors Inc8,352$3.52M2.81%-28013F-HRTimeline
Triumph Capital Management8,347$3.52M1.2%-1,43313F-HRTimeline
Fonville Wealth Management LLC8,332$3.51M1.16%-23313F-HRTimeline
KEYVANTAGE WEALTH, LLC8,332$3.51M2.51%13F-HRTimeline
Coston, McIsaac & Partners8,334$3.51M1.04%-3,56613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…8,316$3.51M1.26%-31113F-HRTimeline
BAKER BOYER NATIONAL BANK8,309$3.5M1.21%+60813F-HRTimeline
Seelaus Asset Management LLC8,308$3.5M3.18%-20013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.8,306$3.5M1.4%+47413F-HRTimeline
Rakuten Securities, Inc.8,293$3.5M1.38%-1,22913F-HRTimeline
High Falls Advisors, Inc8,291$3.49M0.81%-13613F-HRTimeline
Camarda Financial Advisors, LLC8,280$3.49M1.31%+36713F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC8,280$3.49M2.44%013F-HRTimelineGroup
Pilgrim Partners Asia Pte Ltd8,280$3.49M3.04%13F-HRTimeline
Red Wave Investments LLC8,278$3.49M1.22%-94313F-HRTimeline
Capital Management Associates, Inc8,276$3.49M1.31%+27113F-HRTimeline
Brendel Financial Advisors LLC8,276$3.49M2.11%+31213F-HRTimeline
Atlatl Advisers LLC8,272$3.49M2.04%13F-HRTimeline
Neo Ivy Capital Management8,271$3.49M0.7%-86113F-HRTimeline
Running Point Capital Advisors, LLC8,266$3.48M1.19%+42813F-HRTimeline
Aletheian Wealth Advisors LLC8,264$3.48M2.06%+9913F-HRTimeline
Walker Financial Services, Inc.8,256$3.48M2.02%-9113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC8,254$3.48M2.42%-36813F-HRTimeline
Monte Financial Group, LLC8,234$3.47M1.49%-21513F-HRTimeline
Fairscale Capital, LLC8,229$3.47M2.99%+213F-HRTimeline
Integrity Financial Corp /WA8,213$3.46M1.99%-1,17113F-HRTimeline
Rossby Financial, LCC8,207$3.46M2.19%13F-HRTimeline
Petros Family Wealth, LLC8,207$3.46M3.74%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC8,176$3.45M1.28%+29713F-HRTimeline
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, …8,170$3.44M3.08%13F-HRTimeline
WILLNER & HELLER, LLC8,165$3.44M3.01%+15913F-HRTimeline
Morey & Quinn Wealth Partners, LLC8,159$3.44M2.92%13F-HRTimeline
Sterling Investment Counsel, LLC8,151$3.44M2.27%-8,72513F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC8,146$3.43M1.55%13F-HRTimeline
Southern Style Financial, Inc.8,125$3.43M2.78%13F-HRTimeline
Verum Partners LLC8,137$3.43M0.99%+2113F-HRTimeline
CORA CAPITAL ADVISORS LLC8,135$3.43M1.65%-25613F-HRTimeline
Swisher Financial Concepts, Inc.8,132$3.43M4.04%-1,69513F-HRTimeline
BIRCH FINANCIAL GROUP, LLC8,122$3.42M3.85%13F-HRTimeline
LEIGH BALDWIN & CO., LLC8,113$3.42M2.88%13F-HR/ATimeline
TPG Advisors LLC8,109$3.42M2.67%+13913F-HRTimeline
S. R. Schill & Associates8,101$3.41M2.86%+22813F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…8,083$3.41M3.41%+2,00113F-HRTimeline
Aldebaran Financial Inc.8,017$3.41M3.98%+35413F-HRTimeline
PKS Advisory Services, LLC8,049$3.39M0.85%13F-HRTimeline
Advyzon Investment Management, LLC8,034$3.39M1.31%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC8,028$3.38M2.54%-313F-HRTimeline
New Capital Management LP8,014$3.38M0.99%-25313F-HRTimeline
Rockbridge Investment Management, LCC8,010$3.38M0.43%-5413F-HRTimeline
Dale Q Rice Investment Management Ltd8,008$3.38M1.48%13F-HRTimeline
Davidson Capital Management Inc.8,007$3.37M0.89%+37213F-HRTimeline
MPS Loria Financial Planners, LLC8,005$3.37M1%+39513F-HRTimeline
Gruss & Co., LLC8,000$3.37M14.4%+5,00013F-HRTimeline
Forest Hill Capital, LLC8,000$3.37M2.61%013F-HRTimeline
Moment Partners, LLC7,995$3.37M0.64%13F-HRTimeline
Sherman Asset Management, Inc.7,991$3.37M3.08%13F-HRTimeline
Compass Investment Advisers LLC7,988$3.37M9.78%13F-HRTimeline
HILL ISLAND FINANCIAL LLC7,986$3.37M0.98%+9213F-HRTimeline
NCP Inc.7,984$3.37M1.73%+20013F-HRTimeline
Kohmann Bosshard Financial Services, LLC7,976$3.36M0.4%-66613F-HRTimeline
GRACE & WHITE INC /NY7,975$3.36M0.63%013F-HRTimeline
Baring Financial LLC7,964$3.36M2.99%13F-HRTimeline
Willis Johnson & Associates, Inc.7,963$3.36M0.26%-1,45613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV7,960$3.36M0.76%+21213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT7,953$3.35M0.67%+14413F-HRTimeline
Legacy Bridge, LLC7,951$3.35M1.75%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,928$3.34M0.65%+2,20513F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC7,922$3.34M1.91%+26913F-HRTimeline
Heartwood Wealth Advisors LLC7,912$3.33M0.38%+8113F-HRTimeline
MATAURO, LLC7,898$3.33M0.72%13F-HRTimeline
Alexander Randolph Advisory, Inc.7,897$3.33M3.09%-27413F-HRTimeline
West Wealth Group, LLC7,886$3.32M0.99%+80013F-HRTimeline
New Insight Wealth Advisors7,883$3.32M1.66%+31413F-HRTimeline
Riverbend Wealth Management, LLC7,850$3.32M2.96%13F-HRTimeline
Balefire, LLC7,922$3.32M1.13%-37313F-HRTimeline
Farrow Financial, Inc.7,804$3.32M2.15%+13513F-HRTimeline
Cherry Tree Wealth Management, LLC7,850$3.31M0.82%-5213F-HRTimeline
Round Hill Asset Management7,846$3.31M2.33%-2513F-HRTimeline
Tevis Investment Management7,831$3.3M2.45%+7213F-HRTimeline
BluePointe Capital Management, LLC7,827$3.3M1.89%+2,22213F-HRTimeline
SUTTON PLACE INVESTORS LLC7,822$3.3M1.91%+36813F-HRTimeline
Helium Advisors LLC7,817$3.29M2.61%13F-HRTimeline
Merrion Investment Management Co, LLC7,796$3.29M2.29%-4013F-HRTimeline
Berkshire Money Management, Inc.7,795$3.29M0.36%new13F-HRTimeline
Goldstone Financial Group, LLC7,788$3.28M0.51%+42713F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.7,786$3.28M2.47%-1,34313F-HRTimeline
Pacific Asset Management, LLC7,786$3.28M3.08%13F-HRTimeline
Thrive Capital Management, LLC7,769$3.27M1.5%+1,86413F-HRTimeline
Carson Advisory Inc.7,768$3.27M2.28%-2,19813F-HRTimeline
POWER WEALTH MANAGEMENT LLC7,765$3.27M1.37%-17713F-HRTimeline
REDW Wealth LLC7,759$3.27M1.14%-3,85913F-HRTimeline
PCG ASSET MANAGEMENT, LLC7,750$3.27M2.87%13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,748$3.27M0.53%+6713F-HRTimeline
Clear Street Derivatives LLC7,744$3.26M0.04%-17,16813F-HR/ATimeline
Park Edge Advisors, LLC7,742$3.26M0.95%+32013F-HRTimeline
Catherine Avery Investment Management L…7,734$3.26M2.88%13F-HR/ATimeline
Townsend & Associates, Inc7,600$3.26M0.33%013F-HRTimeline
Rosenberg Matthew Hamilton7,723$3.26M0.85%-13313F-HRTimeline
Pettinga Financial Advisors LLC7,720$3.25M0.74%-2913F-HRTimeline
Hutchens & Kramer Investment Management…7,714$3.25M1.77%-7813F-HRTimeline
MRP Capital Investments, LLC7,702$3.25M2.96%-5513F-HRTimeline
Cutter & CO Brokerage, Inc.7,700$3.25M0.79%-20913F-HRTimeline
Glass Jacobson Investment Advisors llc7,697$3.24M1.07%+613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMIRAL GESTION7,695$3.24M2.05%13F-HR/ATimeline
Grange Capital, LLC7,694$3.24M3.4%13F-HRTimeline
Lion Street Advisors, LLC7,669$3.23M1.03%+22713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,666$3.23M0.68%-513F-HRTimeline
DecisionMap Wealth Management, LLC7,650$3.22M2.56%13F-HRTimeline
East Coast Asset Management, LLC.7,641$3.22M1.08%-213F-HRTimeline
Old North State Wealth Management, LLC7,620$3.22M1.81%-6113F-HRTimeline
Truxt Investmentos Ltda.7,572$3.22M5.21%-18,28413F-HRTimeline
Symphony Financial Services, Inc.7,613$3.22M2.58%-1,93913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC7,619$3.21M1.72%+82813F-HRTimeline
Granite Harbor Advisors, Inc.7,617$3.21M1.78%+15113F-HRTimeline
Proquility Private Wealth Partners, LLC7,611$3.21M1.03%+13113F-HRTimeline
MEMBERS WEALTH LLC7,842$3.21M2.4%13F-HRTimeline
Pine Ridge Advisers LLC7,610$3.21M0.29%013F-HRTimeline
Alhambra Investment Management LLC7,602$3.2M1.64%+113F-HRTimeline
Octahedron Capital Management L.P.7,600$3.2M3.04%new13F-HRTimeline
Mascagni Wealth Management, Inc.8,533$3.2M3.19%13F-HR/ATimeline
Grant/GrossMendelsohn, LLC7,593$3.2M1.67%-6,03813F-HRTimeline
Detalus Advisors, LLC7,590$3.2M1.05%+12113F-HRTimeline
Lakewood Asset Management LLC7,580$3.2M2.2%+113F-HRTimeline
CastleKnight Management LP7,580$3.19M0.35%+3,50013F-HRTimeline
DecisionPoint Financial, LLC7,565$3.19M0.97%-1213F-HRTimeline
OBSIDIAN CIO, LLC7,559$3.19M0.58%+1,64813F-HRTimeline
Meridian Wealth Partners, LLC7,546$3.18M0.48%+7913F-HRTimeline
Johnson Bixby & Associates, LLC7,545$3.18M0.49%-1,30513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS7,540$3.18M1.35%+1,20013F-HRTimeline
KINTRA WEALTH, LLC7,518$3.17M2.21%+44413F-HRTimeline
Truepoint, Inc.7,505$3.16M0.08%-3313F-HRTimeline
SJS Investment Consulting Inc.7,499$3.16M0.55%-36813F-HRTimeline
NorthStar Asset Management LLC /NJ/7,499$3.16M2.01%-25813F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,497$3.16M1.18%+16213F-HRTimeline
Whalen Wealth Management Inc.7,494$3.16M2.19%-1,65513F-HRTimeline
Oder Investment Management, LLC7,491$3.16M2.63%-11113F-HRTimeline
Kaizen Financial Strategies7,483$3.15M1.79%+8813F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding7,482$3.15M+611Timeline
CMG Global Holdings, LLC7,067$3.15M1.74%-9413F-HRTimeline
GILL CAPITAL PARTNERS, LLC7,471$3.15M1.13%+29613F-HRTimeline
Heritage Wealth Partners, LLC7,456$3.14M3.94%+60413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …7,452$3.14M0.47%+3513F-HRTimeline
Schorn Wealth LLC7,452$3.14M1.02%-7813F-HRTimeline
Everest Private Wealth7,449$3.14M2.77%13F-HRTimeline
PEOPLES BANK /OH7,445$3.14M1.85%-2,11113F-HRTimeline
Keeler Thomas Management LLC7,440$3.14M1.12%+14313F-HRTimeline
MOTIVE WEALTH ADVISORS7,428$3.13M1.68%+77113F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC7,412$3.12M0.05%-53013F-HRTimeline

Events

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

    Accepted , ingested