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
Jacksonville Wealth Management, LLC5,060$2.13M1.99%13F-HRTimeline
Global Assets Advisory, LLC5,074$2.12M1.17%-89013F-HRTimeline
Tandem Financial, LLC5,037$2.12M2.25%13F-HRTimeline
Smallwood Wealth Investment Management,…5,030$2.12M1.46%-3913F-HRTimeline
EPIQ Capital Group, LLC5,026$2.12M0.55%+1013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…5,023$2.12M0.97%-16213F-HRTimeline
Albar Capital Partners LLP5,021$2.12M0.51%13F-HRTimeline
Connective Portfolio Management, LLC5,019$2.12M3.15%+513F-HRTimeline
Householder Group Estate & Retirement S…5,019$2.12M1.58%-5,33413F-HRTimeline
Obsidian Personal Planning Solutions LLC5,087$2.11M1.02%-21613F-HRTimeline
ADVENT CAPITAL MANAGEMENT /DE/5,000$2.11M0.05%013F-HRTimeline
OPUS INVESTMENT MANAGEMENT INCin group OPUS INVESTMENT MANAGEMENT INC5,000$2.11M1.56%013F-HRTimelineGroup
INTREPID FAMILY OFFICE LLC5,000$2.11M2.22%13F-HRTimeline
Privium Fund Management B.V.5,000$2.11M0.48%-5,00013F-HRTimeline
SONNIPE LTD5,000$2.11M0.23%-5,00013F-HRTimeline
Birnam Oak Advisors, LP5,000$2.11M1.04%13F-HRTimeline
Miller Financial Services LLC4,997$2.11M1.78%13F-HRTimeline
Wealth Watch Advisors, INC4,957$2.1M1.31%13F-HRTimeline
North Forty Two & Co.4,987$2.1M2.43%13F-HRTimeline
Malaga Cove Capital, LLC4,978$2.1M0.82%-913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC5,011$2.1M0.62%+4713F-HRTimeline
Broyhill Asset Management, LLC4,970$2.09M1.85%13F-HRTimeline
Sequent Planning LLC4,966$2.09M0.77%-7513F-HRTimeline
Twelve Points Wealth Management LLC4,962$2.09M0.6%-48813F-HRTimeline
Pacific Center for Financial Services4,957$2.09M0.54%-20513F-HRTimeline
GARDNER RUSSO & QUINN LLC4,955$2.09M0.02%-5013F-HRTimeline
Heritage Wealth Management, Inc. /CA/4,945$2.08M1.78%+45513F-HRTimeline
Kraft, Davis & Associates, LLC5,090$2.08M0.59%-22413F-HRTimeline
Impact Partnership Wealth, LLC4,937$2.08M0.42%+1,20013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.4,936$2.08M1.19%-4113F-HRTimeline
Shulman DeMeo Asset Management LLC4,932$2.08M0.56%-87813F-HRTimeline
Kaydan Wealth Management, Inc.4,928$2.08M0.69%-7113F-HRTimeline
Code Waechter LLC4,924$2.08M1.81%-11413F-HRTimeline
Stordahl Capital Management, Inc.4,909$2.07M0.49%+1,40713F-HRTimeline
1620 INVESTMENT ADVISORS, INC.4,902$2.07M1.57%+9313F-HRTimeline
Cunning Capital Partners, LP4,890$2.06M1.24%013F-HRTimeline
KRS Capital Management, LLC4,884$2.06M1.45%-14713F-HRTimeline
Petix & Botte Co4,868$2.05M0.54%013F-HRTimeline
LGL PARTNERS, LLC4,864$2.05M0.3%-21613F-HRTimeline
BayBridge Capital Group, LLC4,860$2.05M1.49%+17213F-HRTimeline
Financial Freedom, LLC4,859$2.05M1.08%-5613F-HRTimeline
ARVEST INVESTMENTS, INC.4,854$2.05M0.33%-19313F-HRTimeline
Windsor Capital Management, LLC4,850$2.04M0.61%+15913F-HRTimeline
HOGE FINANCIAL SERVICES, LLC4,829$2.04M1.49%+1,20813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,821$2.03M1.01%-2013F-HRTimeline
Wisconsin Wealth Advisors, LLC4,817$2.03M2.99%13F-HRTimeline
Blue Barn Wealth, LLC4,816$2.03M1.07%+8613F-HRTimeline
Kades & Cheifetz LLC4,802$2.02M1.04%-55413F-HRTimeline
Echo45 Advisors LLC4,772$2.02M1.33%+4513F-HRTimeline
Silver Oak Advisory Group, Inc.4,793$2.02M1.07%013F-HRTimeline
DiNuzzo Private Wealth, Inc.4,786$2.02M0.26%-66713F-HRTimeline
DMKC Advisory Services, LLC4,781$2.02M1.83%13F-HRTimeline
Wealth Advisors of Iowa, LLC4,779$2.01M1.02%-5313F-HRTimeline
Meritas Wealth Management, LLC4,779$2.01M1.21%-7513F-HRTimeline
FUTURE YOU WEALTH LLC4,779$2.01M1.43%13F-HRTimeline
Newport Capital Group, LLC4,776$2.01M1.48%-3013F-HRTimeline
Cannon Wealth Management Services, LLC4,898$2.01M1.74%+12713F-HRTimeline
Accelerate Investment Advisors LLC4,762$2.01M1.77%+6513F-HRTimeline
BlueChip Wealth Advisors LLC4,757$2.01M1.11%-21213F-HRTimeline
Asset Planning,Inc4,754$2M1.53%13F-HRTimeline
Latash Investments, LLC4,750$2M1.56%013F-HRTimeline
Campbell Deegan Wealth Management, LLC4,748$2M2.4%13F-HRTimeline
Cornerstone National Bank & Trust Co4,746$2M0.92%+9013F-HRTimeline
Blue Capital, Inc.4,744$2M1.41%13F-HRTimeline
Fourth Dimension Wealth, LLC4,693$2M1.04%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC4,743$2M1.24%-1,57213F-HRTimeline
Spectrum Planning & Advisory Services I…4,736$2M1.73%+313F-HRTimeline
Impact Investors, Inc4,720$1.99M1.54%13F-HRTimeline
Ridgepath Capital Management LLC4,720$1.99M0.92%+1,75013F-HRTimeline
KFA Private Wealth Group, LLC4,720$1.99M0.83%+46813F-HRTimeline
Taika Capital, LP4,712$1.99M1.51%-7,45413F-HRTimeline
New Jersey Better Educational Savings T…4,709$1.98M3.81%013F-HRTimeline
Waterway Wealth Management, LLC4,709$1.98M0.87%+12213F-HRTimeline
SK Wealth Management, LLC4,701$1.98M1.01%013F-HRTimeline
Endowment Wealth Management, Inc.4,700$1.98M1.33%-3113F-HRTimeline
TOBAM4,692$1.98M0.6%-1,14913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MN Wealth Advisors, LLC4,670$1.97M1.11%+25413F-HRTimeline
Cypress Capital, LLC4,670$1.97M0.56%-25213F-HRTimeline
Archvest Wealth Advisors, Inc.4,654$1.96M1.42%+31013F-HRTimeline
Womack Financial LLC4,650$1.96M1.74%13F-HRTimeline
BLALOCK WILLIAMS, LLC4,646$1.96M2.28%13F-HRTimeline
Clearview Wealth Advisors LLC4,644$1.96M1.49%-3713F-HRTimeline
Crumly & Associates Inc.4,639$1.96M0.53%+1513F-HRTimeline
Cedar Mountain Advisors, LLC4,639$1.96M0.43%-15713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,635$1.95M1.15%13F-HRTimeline
PYA Waltman Capital, LLC4,627$1.95M0.63%+57113F-HRTimeline
HANOVER ADVISORS INC4,624$1.95M0.82%-1513F-HRTimeline
Comprehensive Wealth Management, LLC4,622$1.95M1.46%+19113F-HRTimeline
Smart Portfolios, LLC4,613$1.94M2.04%+9813F-HRTimeline
Elser Financial Planning, Inc4,610$1.94M0.14%+11313F-HRTimeline
Fidato Wealth LLC4,610$1.94M1.46%new13F-HRTimeline
POSTROCK PARTNERS LLC4,610$1.94M0.94%13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.4,607$1.94M1.65%13F-HRTimeline
ATWOOD & PALMER INC4,601$1.94M0.13%+4813F-HRTimeline
HMV Wealth Advisors, LLC4,599$1.94M1.94%13F-HRTimeline
ACCOUNT MANAGEMENT LLC4,595$1.94M2.27%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,595$1.94M1.15%new13F-HRTimeline
Factor Wealth Management LTD4,584$1.93M0.64%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…4,674$1.93M0.71%-1713F-HRTimeline
CURA WEALTH ADVISORS, LLC4,580$1.93M0.85%13F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,579$1.93M0.24%-1,97013F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…4,575$1.93M1.14%+213F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC4,567$1.92M1.35%-99513F-HRTimeline
Marotta Asset Management4,595$1.92M0.4%-27413F-HRTimeline
Diversified Portfolios, Inc.4,555$1.92M0.21%+2013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC4,550$1.92M1.6%+12613F-HRTimeline
Drum Hill Capital, LLC4,550$1.92M2.38%13F-HRTimeline
Thoma Capital Management LLC4,540$1.91M1.31%13F-HRTimeline
Riverstone Advisors, LLC4,529$1.91M1.09%+1913F-HRTimeline
CAP Partners, LLC4,529$1.91M1.35%-5213F-HRTimeline
Wolf Group Capital Advisors5,605$1.91M0.92%013F-HRTimeline
Bridgefront Capital, LLC4,520$1.91M0.64%new13F-HRTimeline
PFG Private Wealth Management, LLC4,519$1.9M1.08%+313F-HRTimeline
Dogwood Wealth Management LLC4,514$1.9M1.01%+64013F-HRTimeline
Blossom Wealth Management4,513$1.9M3.66%+14613F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC4,506$1.9M0.97%+28813F-HRTimeline
Strategic Financial Partners, Ltd.4,505$1.9M0.97%+79213F-HRTimeline
Brand Asset Management Group, Inc.4,504$1.9M0.77%-52513F-HRTimeline
Vertex Planning Partners, LLC4,501$1.9M0.42%+55913F-HRTimeline
Prescott Group Capital Management, L.L.…4,500$1.9M0.26%013F-HR/ATimeline
NEW ENGLAND ASSET MANAGEMENT INC4,495$1.89M0.32%-2,99513F-HRTimeline
OxenFree Capital LLC4,489$1.89M1.42%-2413F-HRTimeline
Towerpoint Wealth, LLC4,487$1.89M0.93%-4,52913F-HRTimeline
Selective Wealth Management, Inc.4,547$1.89M0.77%+17713F-HRTimeline
Peak Retirement Planning, Inc.4,466$1.89M1.28%13F-HRTimeline
Profit Investment Management, LLC4,483$1.89M1.52%-13513F-HRTimeline
Constant Guidance Financial LLC4,482$1.89M1.63%-38113F-HRTimeline
4J Wealth Management LLC4,482$1.89M1.53%-14413F-HRTimeline
Alexis Investment Partners, LLC4,466$1.89M0.92%13F-HRTimeline
Aspen Wealth Management LLC4,477$1.89M0.56%-12213F-HRTimeline
Veery Capital, LLC4,469$1.88M0.72%+28613F-HRTimeline
Pachira Investments Inc.4,430$1.88M1.15%+1,02013F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC4,463$1.88M0.86%013F-HRTimeline
SIERRA OCEAN, LLC4,460$1.88M1.53%13F-HRTimeline
Mayfair Advisory Group, LLC4,458$1.88M1.11%+19013F-HRTimeline
MMA ASSET MANAGEMENT LLC4,457$1.88M0.82%+74113F-HRTimeline
Curran Financial Partners, LLC4,456$1.88M0.49%+52213F-HRTimeline
Kelly Financial Services LLC4,455$1.88M0.68%+6613F-HR/ATimeline
NAPA WEALTH MANAGEMENT4,454$1.88M0.81%-8813F-HRTimeline
Smart Money Group LLC4,453$1.88M0.65%+13913F-HRTimeline
Covestor Ltd4,449$1.88M1.18%+48413F-HRTimeline
Avion Wealth4,447$1.87M0.48%+55113F-HRTimeline
Planned Solutions, Inc.4,445$1.87M0.77%+213F-HRTimeline
American Financial Advisors, LLC4,434$1.87M0.26%-5013F-HRTimeline
Prospect Financial Group LLC4,430$1.87M2.3%13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,427$1.87M1.54%+2413F-HRTimeline
FSA Wealth Management LLC4,407$1.86M0.75%-18313F-HRTimeline
Barnes Wealth Management Group, Inc4,407$1.86M1.25%13F-HRTimeline
Client First Investment Management LLC4,400$1.85M1.19%013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,392$1.85M0.37%-20,61813F-HRTimeline
Capasso Planning Partners LLC4,388$1.85M0.74%-1,80613F-HRTimeline
Strategic Equity Management4,387$1.85M0.78%-55013F-HRTimeline
Armstrong, Fleming & Moore, Inc4,387$1.85M1.12%-36013F-HRTimeline
Corrigan Financial, Inc.4,385$1.85M0.42%-9813F-HRTimeline
Rezny Wealth Management, Inc.4,379$1.85M0.45%+20413F-HRTimeline
Pacific Sun Financial Corp4,371$1.84M1%+5913F-HRTimeline
Rodgers & Associates, LTD4,366$1.84M0.22%-2913F-HRTimeline
Prairiewood Capital, LLC4,366$1.84M0.79%-15613F-HRTimeline
Independent Family Office, LLC4,360$1.84M0.95%013F-HRTimeline
Peterson Wealth Advisors, LLC4,336$1.84M0.33%+28213F-HRTimeline
Elios Financial Group Inc.4,353$1.83M0.87%+113F-HRTimeline
M1 Capital Management LLC4,342$1.83M0.99%13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC4,341$1.83M1.46%13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,338$1.83M0.37%+81513F-HRTimeline
LVZ, Inc.4,329$1.82M0.23%+37513F-HRTimeline
EQ WEALTH ADVISORS, LLC4,325$1.82M1.75%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD4,325$1.82M1.11%-39713F-HRTimeline
Curtis Advisory Group, LLC4,325$1.82M0.48%+3413F-HRTimeline
Alpha Zero LLC4,319$1.82M1.39%13F-HRTimeline
National Wealth Management Group, LLC4,319$1.82M1.21%+33713F-HRTimeline
Red Tortoise LLC4,314$1.82M0.95%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,314$1.82M0.53%-4113F-HRTimeline
Riverwater Partners LLC4,309$1.82M0.88%+15313F-HRTimeline
Cadent Capital Advisors, LLC4,308$1.82M0.63%-11613F-HRTimeline
apricus wealth, LLC4,303$1.81M1.18%+9213F-HRTimeline
Kearns & Associates LLC4,300$1.81M1.17%013F-HRTimeline
Rock Point Advisors, LLC4,297$1.81M0.53%-17613F-HRTimeline
Guidance Point Advisors, LLC4,294$1.81M0.51%+2513F-HRTimeline
Valued Retirements, Inc.4,295$1.81M2.44%013F-HRTimeline
Lionsbridge Wealth Management LLC4,290$1.81M1.52%-39713F-HRTimeline
Clayton Financial Group LLC4,288$1.81M0.65%-6213F-HRTimeline
Integrity Wealth Solutions LLC4,288$1.81M1.01%+14013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC4,197$1.81M1.64%+2213F-HRTimeline
REBALANCE, LLC4,282$1.8M0.13%+57813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC4,266$1.8M0.8%+5513F-HRTimeline
Gridiron Partners, LLC4,265$1.8M1.14%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT4,264$1.8M0.68%-20413F-HRTimeline
Saiph Capital, LLC4,262$1.8M0.82%+62313F-HRTimeline
Coordinated Financial Services, Inc.4,258$1.79M1.4%13F-HRTimeline
SAGE ADVISORS, LLC4,252$1.79M1.34%+15813F-HRTimeline
Illumine Investment Management, LLC4,247$1.79M1.47%13F-HRTimeline
Private Capital Advisors, Inc.4,239$1.79M0.21%013F-HRTimeline
Bell Investment Advisors, Inc4,236$1.79M0.33%-15013F-HRTimeline
Cassia Capital Partners, LLC4,235$1.79M1.14%+1,00613F-HRTimeline
Stephens Consulting, LLC4,234$1.78M0.45%+17813F-HRTimeline
BRIDGER MANAGEMENT, LLC4,230$1.78M0.96%013F-HRTimeline
Cravens & Co Advisors, LLC4,218$1.78M1.35%-713F-HRTimeline
Phocas Financial Corp.4,215$1.78M0.24%013F-HR/ATimeline
jvl associates llc4,205$1.77M0.67%-5013F-HRTimeline
COWA, LLC4,204$1.77M0.82%+90013F-HRTimeline

Events

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

    Accepted , ingested