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
Yoffe Investment Management, LLC4,200$1.77M2.63%13F-HR/ATimeline
Ridgewood Investments LLC4,199$1.77M0.86%+1,06213F-HRTimeline
Momentous Wealth Management, Inc.4,198$1.77M1.47%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.4,185$1.76M3%+2713F-HRTimeline
Cedar Wealth Management, LLC4,183$1.76M0.64%-1,13213F-HRTimeline
Cambridge Financial Group, LLC4,181$1.76M0.75%-11913F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC4,175$1.76M0.64%+4113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,164$1.76M0.29%+53913F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,437$1.75M0.59%+8513F-HRTimeline
Sterling Financial Group, Inc.4,148$1.75M0.65%013F-HRTimeline
Plan A Wealth LLC4,141$1.75M1.6%13F-HRTimeline
Conrad Siegel Investment Advisors, Inc.4,136$1.74M0.47%+4913F-HRTimeline
Next Capital Management LLC4,126$1.74M0.71%+5613F-HRTimeline
RMR Capital Management, LLC4,107$1.73M1.29%013F-HRTimeline
Hofer & Associates. Inc4,099$1.73M1.16%+1013F-HRTimeline
Trinity Financial Advisors LLC4,127$1.73M0.66%+10813F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC4,084$1.72M0.86%+2313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,081$1.72M0.51%+38413F-HRTimeline
4WEALTH ADVISORS, INC.4,078$1.72M1.76%13F-HRTimeline
Crane Advisory, LLC4,059$1.72M0.3%+67313F-HRTimeline
Aspiring Ventures, LLC4,000$1.72M1.08%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,061$1.71M2.2%-513F-HRTimeline
Norman Fields, Gottscho Capital Managem…4,059$1.71M0.56%013F-HRTimeline
Transce3nd, LLC4,056$1.71M0.58%13F-HRTimeline
Georgetown University4,045$1.7M0.5%+713F-HRTimeline
Planning Center, Inc.4,040$1.7M0.22%-36413F-HRTimeline
Paladin Advisory Group, LLC4,038$1.7M1.3%013F-HRTimeline
Foguth Wealth Management, LLC.3,827$1.7M0.44%-11813F-HRTimeline
Garrett Wealth Advisory Group, LLC4,030$1.7M0.39%+66113F-HRTimeline
Armbruster Capital Management, Inc.4,020$1.69M0.34%-2813F-HRTimeline
Narus Financial Partners, LLC4,019$1.69M0.57%+1,48413F-HRTimeline
Columbia River Financial Group, LLC4,012$1.69M1.16%13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,000$1.69M0.46%013F-HRTimeline
Value Star Asset Management (Hong Kong)…4,000$1.69M5.32%-2,00013F-HRTimeline
Von Berge Wealth Management Group, LLC4,062$1.69M1.02%-2813F-HRTimeline
Worth Asset Management, LLC3,994$1.68M0.9%-22513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,980$1.68M0.62%-3113F-HRTimeline
LGT Financial Advisors LLC3,974$1.68M3.71%+93513F-HRTimeline
Farringdon Capital, Ltd.3,972$1.67M0.69%13F-HRTimeline
Yost Capital Management, LP3,970$1.67M1.86%013F-HRTimeline
Portfolio Strategies, Inc.3,979$1.67M0.24%+3313F-HRTimeline
Sovereign Investment Advisors, LLC3,962$1.67M0.5%new13F-HRTimeline
Centricity Wealth Management, LLC3,958$1.67M1.56%13F-HRTimeline
Intelligence Driven Advisers, LLC3,958$1.67M0.31%+24413F-HRTimeline
Yeomans Consulting Group, Inc.3,956$1.67M0.62%+24713F-HRTimeline
Wiser Advisor Group LLC3,953$1.67M2.42%+11313F-HRTimeline
Cascade Wealth Advisors, Inc3,950$1.66M1.13%+3013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,948$1.66M0.18%-33513F-HRTimeline
Bay Capital Advisors, LLC3,946$1.66M1.34%13F-HRTimeline
Altura Wealth Advisors Inc.3,946$1.66M1.23%-24713F-HRTimeline
Battery Global Advisors, LLC3,931$1.66M0.89%+213F-HRTimeline
Foundation Wealth Management, LLC3,925$1.65M1.28%+32713F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,923$1.65M0.83%+10013F-HRTimeline
Pasadena Private Wealth, LLC3,919$1.65M0.34%+313F-HRTimeline
Hardin Capital Partners, LLC3,918$1.65M1%+1613F-HRTimeline
Guided Capital Wealth Management, LLC3,916$1.65M1.51%13F-HRTimeline
Ironsides Asset Advisors, LLC3,914$1.65M0.47%+52913F-HRTimeline
Pitti Group Wealth Management, LLC3,910$1.65M1.67%+43513F-HRTimeline
FWG Investments, LLC.3,904$1.65M1.28%-18513F-HRTimeline
Williamson Legacy Group, LLC3,901$1.64M1.1%-7413F-HRTimeline
Creative Capital Management Investments…3,893$1.64M0.69%+42413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC3,886$1.64M1.15%+41713F-HR/ATimeline
BIP Alliance, LLC3,878$1.63M0.69%13F-HRTimeline
FSA Advisors, Inc.3,870$1.63M2%-3,66113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC3,870$1.63M1.26%13F-HRTimeline
Avant Financial Advisors LLC3,866$1.63M1.5%13F-HRTimeline
Lakeshore Capital Group, Inc.3,864$1.63M2.46%13F-HRTimeline
Ferguson Shapiro LLC3,864$1.63M0.6%+15113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.3,862$1.63M0.54%+3413F-HRTimeline
Pingora Partners LLC3,860$1.63M1.07%-15013F-HRTimeline
Willow Creek Wealth Management Inc.3,855$1.63M0.17%-6213F-HRTimeline
Santori & Peters, Inc.3,852$1.62M0.62%+113F-HRTimeline
CWC Advisors, LLC.3,851$1.62M1.62%-1613F-HRTimeline
IMPACTfolio, LLC3,846$1.62M0.84%+1213F-HRTimeline
Granite FO LLC3,846$1.62M0.93%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC3,839$1.62M1.05%+45113F-HRTimeline
BANTAMAC CAPITAL, LLC3,835$1.62M0.73%+4113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,831$1.61M0.64%+42913F-HRTimeline
True Link Financial Advisors, LLC3,829$1.61M0.14%+58513F-HRTimeline
Woodward Financial Advisors, Inc.3,826$1.61M0.8%-13513F-HRTimeline
Landing Point Financial Group, LLC3,942$1.61M1.23%13F-HRTimeline
ACT Advisors, LLC.3,821$1.61M0.87%+33213F-HRTimeline
Greenhouse Wealth Management, LLC3,814$1.61M1.06%+413F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC3,807$1.6M1.08%-2113F-HRTimeline
VANCE WEALTH, LLC3,806$1.6M0.62%-14113F-HRTimeline
Balentine LLC3,806$1.6M0.07%-5,27113F-HRTimeline
Spectrum Wealth Advisory Group, LLC3,775$1.59M0.75%+92913F-HRTimeline
OFC FINANCIAL PLANNING, LLC3,761$1.59M1.67%13F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC3,759$1.58M0.77%-10613F-HRTimeline
Arcus Capital Partners, LLC3,745$1.58M0.5%+15213F-HRTimeline
Saxony Capital Management, LLC3,737$1.58M1.39%-26813F-HRTimeline
HARRIS ASSOCIATES L P3,736$1.57M<0.01%+57813F-HRTimeline
Gibson Capital, LLC3,735$1.57M0.32%+65513F-HRTimeline
Family Firm, Inc.37,474$1.57M0.35%+33,05213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC3,725$1.57M0.89%-1613F-HRTimeline
FSC Wealth Advisors, LLC3,724$1.57M1.01%-3213F-HRTimeline
Tacita Capital Inc3,724$1.57M1.12%+13013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC3,716$1.57M1.04%+16013F-HRTimeline
Sterling Financial Planning, Inc.3,714$1.57M0.58%+29613F-HRTimeline
Tenon Financial LLC3,736$1.56M1.01%+8013F-HRTimeline
Redwood Financial Network Corp3,708$1.56M1.16%-1213F-HRTimeline
Verde Capital Management3,705$1.56M0.44%+1,24113F-HRTimeline
SilverOak Wealth Management LLC3,699$1.56M0.34%+1313F-HRTimeline
Haven Private, LLC3,698$1.56M0.87%13F-HRTimeline
Zeit Capital LLC3,748$1.56M1.19%-37013F-HRTimeline
Guardian Financial Partners, LLC3,695$1.56M0.93%+34413F-HRTimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP3,685$1.55M0.04%013F-HRTimeline
Private Wealth Management Group, LLC3,682$1.55M0.59%+14613F-HRTimeline
Frazier Financial Advisors, LLC3,651$1.55M1.23%-13313F-HRTimeline
TWO SIGMA SECURITIES, LLC3,674$1.55M0.28%-60,78713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,661$1.54M1.3%+4113F-HRTimeline
Ewing Morris & Co. Investment Partners …3,645$1.54M0.53%new13F-HRTimeline
Mountain Capital Investment Advisors In…3,560$1.53M0.32%+1013F-HRTimeline
Anchor Pointe Wealth Management, LLC3,592$1.53M1.98%13F-HRTimeline
Seascape Capital Management3,617$1.52M0.53%+2113F-HRTimeline
Clarus Wealth Advisors3,648$1.52M0.76%+22213F-HRTimeline
Silver Coast Investments LLC3,608$1.52M0.58%+213F-HRTimeline
Bernardo Wealth Planning LLC3,627$1.52M0.36%+16413F-HRTimeline
Geometric Wealth Advisors3,591$1.51M0.28%+5213F-HRTimeline
One River Asset Management, LLC3,551$1.51M2.26%new13F-HRTimeline
Frederick Financial Consultants, LLC3,575$1.51M1.2%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC3,573$1.51M0.35%+5113F-HRTimeline
CROBAN3,571$1.51M1.48%13F-HRTimeline
EARNEST PARTNERS LLC3,569$1.5M0.01%013F-HRTimeline
STEVENS CAPITAL PARTNERS3,568$1.5M0.68%+45313F-HRTimeline
Nova R Wealth, Inc.3,566$1.5M0.76%-2,01513F-HRTimeline
AWM CAPITAL, LLC3,566$1.5M0.18%-11513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,563$1.5M0.81%+3213F-HRTimeline
Seneca Financial Advisors LLC3,558$1.5M0.74%013F-HRTimeline
Smith & Howard Wealth Management, LLC3,557$1.5M0.42%-10013F-HRTimeline
Slocum, Gordon & Co LLP3,541$1.49M1.23%013F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA3,540$1.49M0.21%13F-HRTimelineGroup
ACAS, LLC3,610$1.49M1.1%+6113F-HRTimeline
West Financial Advisors, LLC3,537$1.49M0.29%+1,65413F-HRTimeline
Integrated Capital Management, LLC3,525$1.49M0.79%-2813F-HRTimeline
Powell Investment Advisors, LLC3,519$1.48M0.69%+113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,515$1.48M1.36%13F-HRTimeline
Edge Financial Advisors LLC3,509$1.48M1.32%-3813F-HRTimeline
Compound Global Advisors, LLC3,500$1.48M6%13F-HRTimeline
Capital A Wealth Management, LLC3,486$1.47M2.44%13F-HRTimeline
Visionary Horizons, LLC3,478$1.47M0.96%-3913F-HRTimeline
INSIGHT 2811, INC.3,476$1.47M0.76%-213F-HRTimeline
COLRAIN CAPITAL LLC3,475$1.46M1.44%13F-HRTimeline
Parkwoods Wealth Partners, LLC3,474$1.46M1.16%-3713F-HRTimeline
Magnolia Wealth Management, LLC3,471$1.46M1.02%013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC3,468$1.46M0.47%-14113F-HRTimeline
Katamaran Capital LLP3,468$1.46M1.96%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC3,467$1.46M1.24%+3313F-HRTimeline
Wade Financial Advisory, Inc3,455$1.46M0.49%013F-HRTimeline
William B. Walkup & Associates, Inc.3,439$1.45M0.92%013F-HRTimeline
Ackerman Capital Advisors, LLC3,438$1.45M0.38%-5713F-HRTimeline
Sageworth Trust Co3,432$1.45M0.09%-1,00013F-HRTimeline
Tanglewood Legacy Advisors, LLC3,432$1.45M0.62%-4913F-HRTimeline
OMNI 360 Wealth, Inc.3,417$1.44M0.96%-2,09913F-HR/ATimeline
JBR Co Financial Management Inc3,416$1.44M0.88%+24813F-HRTimeline
Three Magnolias Financial Advisors, LLC3,414$1.44M1.51%13F-HRTimeline
TANG CAPITAL MANAGEMENT LLCin group TANG CAPITAL MANAGEMENT LLC3,413$1.44M0.1%+1,16313F-HRTimelineGroup
Cresta Advisors, Ltd.3,340$1.44M0.75%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors3,404$1.43M0.77%13F-HRTimelineGroup
Defender Capital, LLC.3,395$1.43M0.53%-613F-HRTimeline
Coign Capital Advisors LLC3,393$1.43M1.32%13F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC3,392$1.43M1.24%013F-HRTimelineGroup
Brio Consultants, LLC3,388$1.43M0.22%+46813F-HRTimeline
Deseret Mutual Benefit Administrators3,388$1.43M0.7%+13313F-HRTimeline
Yoder Wealth Management, Inc.3,378$1.42M0.79%+51713F-HRTimeline
XY Planning Network, Inc.3,375$1.42M1.07%13F-HRTimeline
Flywheel Private Wealth LLC3,365$1.42M1.3%13F-HRTimeline
Vermillion & White Wealth Management Gr…3,365$1.42M1.04%-1013F-HRTimeline
Financial Network Wealth Advisors LLC3,356$1.41M2.63%-1,08313F-HRTimeline
Heck Capital Advisors, LLC3,352$1.41M0.16%-413F-HR/ATimeline
Sage Investment Counsel LLC3,349$1.41M1.84%13F-HRTimeline
Kooman & Associates3,348$1.41M0.51%+11613F-HRTimeline
Forthright Family Wealth Advisory LLC3,340$1.41M0.91%-3713F-HRTimeline
Veridan Wealth LLC3,419$1.4M0.66%13F-HRTimeline
Echo Wealth Management, LLC3,329$1.4M0.97%-1013F-HRTimeline
Range Financial Group LLC3,327$1.4M0.65%+2,00713F-HRTimeline
SPRING CAPITAL MANAGEMENT, LLC3,326$1.4M0.84%new13F-HRTimeline
Rather & Kittrell, Inc.3,323$1.4M0.33%-4613F-HRTimeline
Hiley Hunt Wealth Management3,322$1.4M0.78%+69813F-HRTimeline
FMB WEALTH MANAGEMENT3,303$1.39M0.78%-6013F-HRTimeline
Financial Synergies Wealth Advisors, In…3,295$1.39M0.17%-11413F-HRTimeline
Parker Financial LLC3,293$1.39M0.68%+4713F-HRTimeline
Kuhn & Co Investment Counsel3,286$1.39M1.18%+2513F-HRTimeline
Coyle Financial Counsel LLC3,286$1.39M0.44%+49113F-HRTimeline
HORIZON BANCORP INC /IN/3,276$1.38M0.65%-1013F-HRTimeline
Stark Wealth Management LLC3,273$1.38M1.02%13F-HRTimeline
ASSET PLANNING CORPORATION3,267$1.38M0.86%+1013F-HRTimeline
SMART Wealth LLC3,267$1.38M0.49%-22713F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…3,266$1.38M1.45%-5,56113F-HRTimeline
Element Wealth, LLC3,265$1.38M0.72%+2013F-HRTimeline
Blueshift Asset Management, LLC3,264$1.38M0.5%-5,83113F-HRTimeline
Post Resch Tallon Group Inc.3,285$1.38M1.32%13F-HRTimeline
Wallace Capital Management Inc.3,262$1.37M0.19%-5013F-HRTimeline
Trademark Financial Management, LLC3,259$1.37M1.09%+66813F-HRTimeline
Elite Life Management LLC3,252$1.37M4.06%+3413F-HRTimeline
Basepoint Wealth LLC3,252$1.37M1.09%+6113F-HRTimeline
Pollock Investment Advisors, LLC3,248$1.37M1.11%13F-HRTimeline
Causey Wealth LLC3,245$1.37M0.8%13F-HRTimeline
Koa Wealth Management, LLC3,244$1.37M1.12%-3413F-HRTimeline
SWS Partners3,238$1.36M0.41%+1,06513F-HRTimeline

Events

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

    Accepted , ingested