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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
Three Bridge Wealth Advisors, LLC6,232$2.63M0.92%+45513F-HRTimeline
Tandem Investment Partners LLC6,228$2.63M2.51%13F-HRTimeline
XY Capital Ltd6,225$2.62M2.92%+5,32413F-HRTimeline
Prairie Wealth Advisors, Inc.6,223$2.62M1.26%013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA6,221$2.62M1.96%-8013F-HRTimeline
Sone Capital Management, LLC6,206$2.62M0.33%13F-HRTimeline
Clifford Group, LLC6,204$2.61M1.99%+4413F-HRTimeline
Objective Capital Management, LLC6,198$2.61M1.75%-1,92313F-HRTimeline
Hill Investment Group Partners, LLC6,196$2.61M0.35%+2,18413F-HRTimeline
EIGHT 31 FINANCIAL, LLC6,193$2.61M1.96%+913F-HRTimeline
G&S Capital LLC6,187$2.61M1.08%-22013F-HRTimeline
Krane Funds Advisors LLC6,178$2.6M0.11%+78913F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,172$2.6M1.98%-2213F-HRTimeline
Seed Wealth Management, Inc.6,162$2.6M2.1%013F-HRTimeline
X-Square Capital, LLC6,158$2.6M1.07%+5013F-HRTimeline
Wood Tarver Financial Group, LLC6,157$2.6M0.87%13F-HRTimeline
MorganRosel Wealth Management, LLC6,147$2.59M0.85%+51613F-HRTimeline
Idaho Trust Co6,140$2.59M1.3%-1,00313F-HRTimeline
A. D. Beadell Investment Counsel, Inc.6,140$2.59M2.1%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC6,115$2.58M1.42%13F-HRTimeline
Hummer Financial Advisory Services Inc6,099$2.57M2.03%-10013F-HRTimeline
WealthTrust Asset Management, LLC6,088$2.57M1.84%+5613F-HRTimeline
Warwick Investment Management, Inc.6,086$2.57M0.53%-54013F-HRTimeline
Betterment LLC6,077$2.56M0.01%+1,20413F-HRTimeline
Matrix Trust Co6,073$2.56M0.44%+39513F-HRTimeline
Paradigm Capital Management, LLC/NV6,072$2.56M2.39%-513F-HRTimeline
BCS Wealth Management6,066$2.56M0.64%new13F-HRTimeline
SRH ADVISORS, LLC6,061$2.55M0.76%-1513F-HRTimeline
M3 Advisory Group, LLC6,059$2.55M1.83%-6313F-HRTimeline
Paulson Wealth Management Inc.6,057$2.55M0.7%-51913F-HRTimeline
Fielder Capital Group LLC6,038$2.55M0.79%+34413F-HRTimeline
Guild Investment Management, Inc.6,030$2.54M2.77%013F-HRTimeline
Security Financial Services, INC.6,029$2.54M0.52%+28613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC6,020$2.54M0.51%-56913F-HRTimeline
Integras Partners LLC6,018$2.54M2.17%13F-HRTimeline
Maridea Wealth Management LLC6,018$2.54M0.82%13F-HRTimeline
RD Lewis Holdings, Inc.6,180$2.53M2.78%13F-HRTimeline
Prostatis Group LLC6,007$2.53M0.74%+11213F-HRTimeline
Hickory Point Bank & Trust6,005$2.53M2.25%13F-HRTimeline
Arista Wealth Management, LLC6,004$2.53M0.61%-20813F-HRTimeline
VIKING FUND MANAGEMENT LLC6,000$2.53M0.39%013F-HRTimeline
CHECK CAPITAL MANAGEMENT INC/CA5,996$2.53M0.17%013F-HRTimeline
Grant Private Wealth Management Inc5,992$2.53M2.72%13F-HRTimeline
LFA - Lugano Financial Advisors SA5,975$2.52M1.65%+21813F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC5,967$2.52M0.86%+13013F-HRTimeline
Greenspring Advisors, LLC5,964$2.51M0.55%+92713F-HRTimeline
IFG Advisors, LLC5,960$2.51M0.5%+31813F-HRTimeline
Millington Financial Advisors, LLC6,111$2.51M1.46%+52313F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,953$2.51M1.14%+13013F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC5,948$2.51M1.84%-3,26413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,888$2.5M1.76%+18213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc5,916$2.49M1.55%13F-HRTimeline
Brucke Financial, Inc.6,006$2.49M2.14%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,892$2.48M0.47%+7613F-HRTimeline
Painted Porch Advisors LLC5,892$2.48M1.23%+29313F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,891$2.48M1.69%-36013F-HRTimeline
TLWM5,889$2.48M0.49%+26613F-HRTimeline
Castleview Partners, LLC5,930$2.48M1.34%-29713F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.5,872$2.48M<0.01%+33213F-HRTimelineGroup
Encompass More Asset Management5,860$2.47M0.82%+18713F-HRTimeline
First International Bank & Trust5,852$2.47M0.8%-1,03213F-HRTimeline
Financial Management Professionals, Inc.5,847$2.46M0.31%+7813F-HRTimeline
CALTON & ASSOCIATES, INC.5,840$2.46M1.09%-4,01513F-HRTimeline
Kiely Wealth Advisory Group, Inc.5,970$2.46M1.58%-12013F-HRTimeline
Anthracite Investment Company, Inc.5,836$2.46M1.23%013F-HRTimeline
Index Fund Advisors, Inc.5,827$2.46M0.13%+3113F-HRTimeline
Ascent Capital Management, LLC5,822$2.45M2.51%13F-HRTimeline
Lantern Wealth Advisors, LLC5,819$2.45M1.59%+18113F-HRTimeline
Rinkey Investments5,800$2.44M0.78%+1,87013F-HRTimeline
Johnson & White Wealth Management, LLC5,832$2.44M1.48%new13F-HRTimeline
Lavaca Capital LLC5,789$2.44M1.07%+70113F-HRTimeline
Net Worth Advisory Group5,780$2.44M0.74%-36713F-HRTimeline
Promus Capital, LLC5,779$2.44M1.87%13F-HR/ATimeline
Sterling Wealth Management, Inc.5,779$2.44M0.9%-15513F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC5,765$2.43M1.68%+15513F-HRTimeline
Innova Wealth Partners5,761$2.43M1.53%+2,70813F-HRTimeline
AtlasMark Financial, Inc5,761$2.43M2.23%+1013F-HRTimeline
Oakwell Private Wealth Management, LLC5,761$2.43M0.68%+24813F-HRTimeline
Level Wealth Management LLC5,753$2.42M1.71%13F-HR/ATimeline
ARBOR CAPITAL MANAGEMENT INC /ADV5,478$2.42M2.38%-9813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,742$2.42M0.37%+1,03613F-HRTimeline
Stonebridge Financial Planning Group, L…5,741$2.42M1.08%+46913F-HRTimeline
Arlington Financial Advisors, LLC5,739$2.42M0.48%+50113F-HRTimeline
EWG Elevate Inc.5,738$2.42M0.74%+7513F-HRTimeline
Maven Securities LTDin group Maven Securities LTD5,737$2.42M0.39%new13F-HRTimelineGroup
Roberts Financial Services LLC5,730$2.42M0.46%-4313F-HRTimeline
Martin Capital Partners, LLC5,720$2.41M2.86%-6,78213F-HRTimeline
Valtinson Bruner Financial Planning LLC5,720$2.41M0.84%+44213F-HRTimeline
Greenbush Financial Group, LLC5,669$2.41M1.27%13F-HRTimeline
Francis Financial, Inc.9,360$2.41M0.61%+3,92913F-HRTimeline
TradeWell Securities, LLC.5,713$2.41M1.25%13F-HRTimeline
Intelligent Financial Strategies5,705$2.4M1.33%-2213F-HRTimeline
USAdvisors Wealth Management, LLC5,702$2.4M0.78%+3113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC5,698$2.4M0.19%+40913F-HRTimeline
Strategies Wealth Advisors, LLC5,867$2.4M0.3%new13F-HRTimeline
Corundum Trust Company, INC5,692$2.4M7.2%-3913F-HRTimeline
CASCADE INVESTMENT GROUP, INC.5,687$2.4M1.71%-2,23013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC5,686$2.4M1.72%+1013F-HRTimeline
Carrera Capital Advisors5,684$2.4M0.56%+58713F-HRTimeline
SRN Advisors, LLC5,680$2.39M2.13%+15113F-HRTimeline
Centerpoint Advisory Group5,670$2.39M2.31%13F-HRTimeline
TrueWealth Advisors, LLC5,663$2.39M0.8%-68413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV5,661$2.39M0.76%+6113F-HRTimeline
Prepared Retirement Institute LLC5,650$2.38M1.36%-53913F-HRTimeline
Abound Wealth Management5,644$2.38M0.76%+1613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…5,628$2.37M2.33%13F-HRTimeline
Aurora Private Wealth, Inc.5,621$2.37M1.77%+4313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,606$2.37M0.33%-1413F-HRTimeline
Alliance Wealth Management Group5,617$2.37M0.63%+2513F-HRTimeline
JMG Financial Group, Ltd.5,617$2.37M0.08%-2613F-HRTimeline
Talon Private Wealth, LLC5,605$2.36M0.49%+1,34913F-HR/ATimeline
M.E. ALLISON & CO., INC.5,600$2.36M2.6%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC5,598$2.36M2.4%+1613F-HRTimeline
360 Financial, Inc.5,595$2.36M0.86%-68713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC5,582$2.35M2.68%13F-HRTimeline
Arrowroot Family Office, LLC5,564$2.35M1.22%+2,89413F-HRTimeline
Campion Asset Management5,563$2.34M1.77%013F-HRTimeline
William Mack & Associates, Inc.5,559$2.34M2.45%13F-HRTimeline
WPG Advisers, LLC5,552$2.34M2.17%13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…5,550$2.34M0.89%+9113F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC5,548$2.34M2.12%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,543$2.34M0.44%+5113F-HRTimeline
Sterling Group Wealth Management, LLC5,540$2.33M1.21%+2513F-HRTimeline
Mach-1 Financial Group, LLC5,529$2.33M4.2%+91213F-HRTimeline
DOLIVER ADVISORS, LP5,522$2.33M0.65%+37213F-HRTimeline
Grant Street Asset Management, Inc.5,510$2.32M0.61%-1113F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…5,504$2.32M3.02%-92513F-HRTimeline
Stonekeep Investments, LLC5,503$2.32M1.73%-19813F-HRTimeline
US FINANCIAL ADVISORS, LLC5,497$2.32M0.71%+46313F-HRTimeline
Riverpoint Wealth Management Holdings, …5,496$2.32M0.6%+1013F-HRTimeline
Serenus Wealth Advisors, LLC5,487$2.31M0.4%13F-HRTimeline
Broadway Wealth Solutions, Inc.5,485$2.31M1.75%13F-HRTimeline
Heritage Investment Group, Inc.5,475$2.31M0.43%-71813F-HRTimeline
DIXON FNANCIAL SERVICES, INC.5,472$2.31M1.25%+10613F-HRTimeline
Flagstone Financial Management5,455$2.3M0.76%-2813F-HRTimeline
Financial Advisors Network, Inc.5,454$2.3M0.38%13F-HRTimeline
Nautilus Advisors LLC5,453$2.3M1.83%13F-HRTimeline
Apex Wealth Management, LLC5,450$2.3M1.98%13F-HRTimeline
TriaGen Wealth Management LLC5,438$2.29M0.77%013F-HRTimeline
Texas Capital Bancshares Inc/TX5,411$2.28M0.92%+2113F-HRTimeline
Dalton Investments, Inc.5,400$2.28M1.18%-2,70013F-HRTimeline
Pinnacle Wealth Management, LLC5,396$2.27M2.53%-5913F-HRTimeline
CLARIS ADVISORS, LLC / MO /5,382$2.27M0.85%+2,34613F-HRTimeline
MFG WEALTH MANAGEMENT, INC.5,363$2.26M2.07%13F-HRTimeline
PrairieView Partners, LLC5,362$2.26M0.24%+12513F-HRTimeline
Great Waters Wealth Management5,353$2.26M0.29%+22513F-HRTimeline
Financial & Tax Architects, LLC5,348$2.25M0.57%+11513F-HRTimeline
Community Bank of Raymore5,341$2.25M1.77%+85713F-HRTimeline
SHARPEPOINT LLC5,339$2.25M2.03%13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC5,310$2.24M1.29%+34313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC5,302$2.23M0.32%-1513F-HRTimeline
Weaver C. Barksdale & Associates, Inc.5,290$2.23M2.13%-12913F-HRTimeline
Holistic Financial Partners5,287$2.23M1.11%-8113F-HRTimeline
Unified Investment Management5,286$2.23M2.53%13F-HRTimeline
Ascension Capital Advisors, Inc.5,282$2.23M0.97%-2913F-HRTimeline
Palacios Wealth Management, LLC5,240$2.22M2.4%13F-HRTimeline
Fingerlakes Wealth Management, Inc.5,264$2.22M1.79%-4613F-HRTimeline
Reyes Financial Architecture, Inc.5,262$2.22M1.74%13F-HRTimeline
Cardinal Point Capital Management ULC5,256$2.22M0.35%+2,79613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,246$2.22M1.23%+1,53113F-HRTimeline
Samjo Management, LLC5,250$2.21M0.83%013F-HRTimeline
Accredited Wealth Management, LLC5,250$2.21M1.94%13F-HRTimeline
BURR FINANCIAL SERVICES, LLC5,246$2.21M1.49%-7,92113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH5,229$2.2M0.38%-11,62613F-HRTimeline
Armor Investment Advisors, LLC5,227$2.2M0.91%+34313F-HRTimeline
IMZ Advisory Inc5,206$2.19M1%+3113F-HRTimeline
Austin Asset Management Co Inc5,198$2.19M0.44%+33613F-HRTimeline
CJM Wealth Advisers, Ltd.5,196$2.19M0.74%-213F-HRTimeline
Capital Square, LLC4,924$2.19M1.24%+89413F-HRTimeline
Rise Advisors, LLC5,186$2.19M1.05%-2313F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC5,186$2.19M2.17%13F-HRTimeline
Investmark Advisory Group LLC5,181$2.18M1.07%-1,64813F-HRTimeline
LifePlan Financial, LLC5,177$2.18M1.93%-213F-HRTimeline
GG Group Ventures, LLC5,176$2.18M2.88%+15413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,170$2.18M0.13%13F-HR/ATimeline
EAGLE HARBOR ASSET MANAGEMENT INC /ADV5,168$2.18M2.19%-2313F-HRTimeline
Concorde Asset Management, LLC5,167$2.18M1.14%-19113F-HRTimeline
Roble, Belko & Company, Inc5,168$2.18M0.35%-8613F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,164$2.18M1.1%+1213F-HRTimeline
Hobbs Group Advisors, LLC5,163$2.18M0.82%-32013F-HRTimeline
Magnolia Private Wealth, LLC5,158$2.17M1.94%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…5,158$2.17M0.04%-9,82713F-HRTimelineGroup
MFA Wealth Services5,152$2.17M1.74%13F-HRTimeline
Prodigy Asset Management LLC5,142$2.17M1.85%13F-HRTimeline
International Private Wealth Advisors L…5,140$2.17M2.16%+2,70013F-HRTimeline
Mainstream Capital Management LLC5,136$2.16M1.52%+3013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD5,130$2.16M1.97%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV5,118$2.16M0.33%-33513F-HRTimeline
Orgel Wealth Management, LLC5,117$2.16M0.06%-18013F-HRTimeline
PROMETHIUM ADVISORS,LLC5,108$2.15M1.47%+21613F-HRTimeline
Qsemble Capital Management, LP5,108$2.15M0.29%-6,53013F-HRTimeline
Driehaus Capital Management LLC5,104$2.15M0.02%-2,81413F-HRTimeline
Meriwether Wealth & Planning, LLC5,103$2.15M1.53%13F-HRTimeline
Centennial Wealth Advisory LLC5,099$2.15M0.84%+22913F-HRTimeline
Facet Wealth, Inc.5,242$2.15M0.06%-1,85813F-HRTimeline
Disciplined Investors, L.L.C.5,140$2.14M2.07%13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC5,080$2.14M1.08%-33413F-HRTimeline
RS CRUM INC.5,077$2.14M0.53%-5613F-HRTimeline
Davis Capital Management5,077$2.14M1.74%+30913F-HRTimeline
Tudor Financial Inc.5,060$2.13M1.25%+94113F-HRTimeline

Events

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

    Accepted , ingested