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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
Scientech Research LLC3,231$1.36M0.39%-1,53613F-HRTimeline
Nebula Research & Development LLC3,229$1.36M0.16%-5,52913F-HRTimeline
New Harbor Financial Group, LLC3,227$1.36M0.41%-9713F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,227$1.36M0.41%-11,23613F-HRTimeline
Presidio Capital Management, LLC3,223$1.36M0.73%+13713F-HRTimeline
Peak Financial Management, Inc.3,222$1.36M0.41%+8013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC3,218$1.36M1.02%+15013F-HRTimeline
Soundwatch Capital LLC3,218$1.36M0.14%+6613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC3,218$1.36M0.74%+1713F-HRTimeline
Legacies Wealth LLC3,215$1.36M1.05%013F-HRTimeline
Tandem Wealth Advisors LLC3,212$1.35M0.69%+26113F-HRTimeline
Tower Wealth Partners, Inc.3,210$1.35M0.71%+10213F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC3,203$1.35M0.79%013F-HRTimeline
LifePlan Investment Advisors, Inc.3,199$1.35M0.83%+11113F-HRTimeline
BXM Wealth LLC3,194$1.35M1.88%13F-HRTimeline
TruNorth Capital Management, LLC3,184$1.34M0.37%-22013F-HRTimeline
Lingohr Asset Management GmbH3,159$1.34M2.78%+1,27913F-HRTimeline
Harvest Investment Services, LLC3,180$1.34M0.33%-54413F-HRTimeline
Single Point Partners, LLC3,176$1.34M0.31%new13F-HRTimeline
James Reed Financial Services, Inc.3,173$1.34M1.4%13F-HRTimeline
Councilor Wealth, LLC3,171$1.34M0.64%-3813F-HRTimeline
HighMark Wealth Management LLC3,169$1.34M0.77%-12713F-HRTimeline
Bramshill Investments, LLC3,168$1.34M0.21%+1,97813F-HRTimeline
CPA Asset Management Group, LLC3,166$1.33M0.62%013F-HRTimeline
WESPAC Advisors, LLC3,165$1.33M0.98%013F-HRTimeline
Arbor Wealth Advisors LLC3,163$1.33M1.19%+92313F-HRTimeline
WorthPointe, LLC3,160$1.33M0.55%-3313F-HRTimeline
Richmond Brothers, Inc.3,160$1.33M0.85%-98713F-HRTimeline
Sightline Wealth Advisors, LLC3,159$1.33M0.72%+113F-HRTimeline
Davis Investment Partners, LLC3,170$1.33M0.56%+48913F-HRTimeline
Aufman Associates Inc3,157$1.33M0.9%-1613F-HRTimeline
Martin Worley Group3,155$1.33M0.83%13F-HRTimeline
Nova Wealth Management, Inc.3,154$1.33M1.15%13F-HRTimeline
BROGAN FINANCIAL, INC.3,153$1.33M0.65%+6513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.3,152$1.33M0.57%+11313F-HRTimeline
Trinity Wealth Management, LLC3,146$1.33M0.6%+12913F-HRTimeline
McNaughton Wealth Management, LLC3,143$1.32M0.64%+8913F-HRTimeline
Global Wealth Strategies & Associates3,143$1.32M0.41%+14613F-HRTimeline
Halter Ferguson Financial Inc.3,137$1.32M0.56%+37613F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY3,137$1.32M0.29%013F-HRTimeline
Second Half Financial Partners, LLC3,135$1.32M0.65%-913F-HRTimeline
Financial Harvest, LLC3,129$1.32M1.11%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC3,128$1.32M0.38%-38013F-HRTimeline
Long Road Investment Counsel, LLC3,117$1.31M0.54%013F-HRTimeline
Verus Financial Partners, Inc.3,123$1.31M0.15%-2013F-HRTimeline
Financial Guidance Group, Inc.3,093$1.3M0.71%-2513F-HRTimeline
Wiser Wealth Management, Inc3,086$1.3M0.37%+53213F-HRTimeline
Ipsen Advisor Group LLC3,083$1.3M1.11%13F-HRTimeline
Grove Street Fiduciary, LLC3,076$1.3M0.68%13F-HRTimeline
Vanguard Capital Wealth Advisors3,071$1.29M1.41%-16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wick Capital Partners, LLC3,071$1.29M0.38%+19413F-HR/ATimeline
MONEYWISE, INC.3,066$1.29M0.65%-55613F-HRTimeline
Copley Financial Group, Inc.3,066$1.29M0.99%+1,13313F-HRTimeline
Christensen, King & Associates Investme…2,939$1.29M0.61%-2213F-HRTimeline
Arlington Capital Management, Inc.3,056$1.29M0.89%+313F-HRTimeline
RFG Holdings, Inc.3,049$1.29M0.43%+39013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …3,055$1.29M2.5%-61113F-HRTimeline
SWMG, LLC2,884$1.29M0.51%-7313F-HRTimeline
Astra Wealth Partners LLC3,052$1.29M1.21%13F-HRTimeline
Wealth Advisors Northwest LLC3,050$1.29M0.88%13F-HRTimeline
SCHWARTZ INVESTMENT COUNSEL INC3,045$1.28M0.05%-3013F-HRTimeline
Lutz Financial Services LLC3,044$1.28M0.1%-7513F-HRTimeline
Morling Financial Advisors, LLC3,043$1.28M0.45%-34513F-HRTimeline
Plum Street Advisors, LLC3,041$1.28M0.63%+9313F-HRTimeline
Alpha Advisors, LLC/VA3,038$1.28M1.32%13F-HRTimeline
Westfuller Advisors, LLC3,033$1.28M0.81%-3413F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,030$1.28M0.75%13F-HRTimeline
Kelman-Lazarov, Inc.3,022$1.27M0.23%+18213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,018$1.27M1.26%+16113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,015$1.27M1.26%13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.3,002$1.27M2.51%+1913F-HRTimeline
De Lisle Partners LLP3,000$1.26M0.19%013F-HRTimeline
Yardley Wealth Management LLC2,974$1.26M0.61%+2,09413F-HRTimeline
HFG Advisors, Inc.2,995$1.26M1.1%+8113F-HRTimeline
ACT WEALTH MANAGEMENT, LLC2,991$1.26M0.59%-413F-HRTimeline
Brightwater Advisory LLC2,987$1.26M0.99%-18713F-HRTimeline
Clarity Wealth Development LLC3,024$1.26M1.36%13F-HRTimeline
Keener Financial Planning LLC2,974$1.25M0.74%+32813F-HRTimeline
Scarborough Advisors, LLC2,969$1.25M0.18%-19,60213F-HRTimeline
EPIQ PARTNERS, LLC2,969$1.25M0.68%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC2,960$1.25M1.4%13F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC2,959$1.25M0.44%+8613F-HRTimeline
WEALTHGARDEN F.S. LLC2,958$1.25M1.17%+313F-HRTimeline
Seros Financial, LLC2,789$1.25M1.12%13F-HRTimeline
Opus Capital Group, LLC2,956$1.25M0.16%+10413F-HRTimeline
Austin Wealth Management, LLC2,902$1.25M0.26%+30913F-HRTimeline
MAS Advisors LLC2,952$1.24M2.09%-4413F-HRTimeline
Tidemark, LLC2,950$1.24M0.48%+87113F-HRTimeline
POM Investment Strategies, LLC2,946$1.24M0.94%-18813F-HRTimeline
Sprinkle Financial Consultants LLC2,942$1.24M0.84%-12013F-HRTimeline
NBZ Investment Advisors LLC2,940$1.24M0.69%13F-HRTimeline
Passumpsic Savings Bank2,937$1.24M0.77%+10513F-HRTimeline
Cairn Investment Group, Inc.2,931$1.24M0.73%-15713F-HRTimeline
KilterHowling LLC3,018$1.23M0.71%+41313F-HRTimeline
R. W. Roge & Company, Inc.2,927$1.23M0.67%-14513F-HRTimeline
Tumwater Wealth Management, LLC2,924$1.23M0.65%13F-HRTimeline
Hobbs Wealth Management, LLC2,924$1.23M1.41%13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…2,922$1.23M0.18%-9413F-HRTimelineGroup
BHK Investment Advisors, LLC2,917$1.23M0.46%-9513F-HRTimeline
Gray Private Wealth, LLC2,915$1.23M0.73%-4013F-HRTimeline
Motiv8 Investments LLC2,911$1.23M0.86%+80213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC2,908$1.23M0.47%+19413F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,907$1.23M0.5%-14313F-HRTimeline
WINSLOW ASSET MANAGEMENT INC2,903$1.22M0.24%-513F-HRTimeline
North Berkeley Wealth Management, LLC2,894$1.22M1.24%13F-HRTimeline
Gimbal Financial2,891$1.22M1%-12113F-HRTimeline
Richwood Investment Advisors, LLC2,884$1.22M1.01%+22513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL2,880$1.21M0.45%-713F-HRTimeline
Lionshead Wealth Management, LLC2,877$1.21M0.88%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,875$1.21M0.15%+11713F-HRTimelineGroup
Vantage Point Financial LLC2,865$1.21M0.65%13F-HRTimeline
Bright Futures Wealth Management, LLC.2,730$1.21M1.07%-3,33613F-HRTimeline
Flower City Capital2,859$1.21M0.74%-3813F-HRTimeline
Northwest Quadrant Wealth Management, L…2,858$1.2M0.27%+40713F-HRTimeline
Fortune 45 LLC2,850$1.2M0.78%+18513F-HRTimeline
WARNER FINANCIAL, INC2,842$1.2M0.51%+7513F-HRTimeline
Tranquilli Financial Advisor LLC2,838$1.2M0.76%+11913F-HRTimeline
Insight Wealth Partners, LLC2,835$1.19M0.76%-1,87013F-HRTimeline
PLANNING DIRECTIONS INC2,834$1.19M0.69%+10613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska2,825$1.19M0.19%13F-HRTimelineGroup
Richmond Investment Services, LLC2,816$1.19M0.67%13F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.2,811$1.18M0.48%+4213F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…2,800$1.18M0.18%-2213F-HRTimelineGroup
denkapparat Operations GmbH2,798$1.18M1.74%13F-HRTimeline
Leslie Global Wealth, LLC2,794$1.18M0.55%+313F-HRTimeline
Legacy PCG, LLC2,793$1.18M0.84%-43013F-HRTimeline
Revisor Wealth Management LLC2,797$1.18M1.08%-1,55513F-HRTimeline
Waterford Advisors, LLC2,788$1.18M0.6%+17613F-HRTimeline
OPTIMA CAPITAL LLC2,785$1.17M0.81%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,781$1.17M0.81%13F-HRTimeline
Marathon Mission, Inc.2,779$1.17M0.8%+13513F-HRTimeline
Cushing Capital Partners, LLC2,778$1.17M1.13%13F-HRTimeline
ALGEBRIS (UK) LTDin group ALGEBRIS (UK) LTD2,865$1.17M0.29%new13F-HRTimelineGroup
Sugar Maple Asset Management, LLC2,766$1.17M0.89%-16113F-HRTimeline
KICKSTAND VENTURES, LLC.2,763$1.16M0.3%+44713F-HRTimeline
Keystone Financial Services2,763$1.16M0.45%+4913F-HRTimeline
Better Money Decisions, LLC2,759$1.16M0.81%+28413F-HRTimeline
Intergy Private Wealth, LLC2,751$1.16M0.43%+25513F-HRTimeline
Blankinship & Foster, LLC2,750$1.16M0.29%013F-HRTimeline
Lauterbach Financial Advisors, LLC2,750$1.16M0.7%+7113F-HRTimeline
Dakota Community Bank & Trust NA2,746$1.16M5.5%+23313F-HRTimeline
Clark & Stuart, Inc2,745$1.16M0.85%13F-HRTimeline
ODonnell Financial Services, LLC2,846$1.16M0.48%+5313F-HRTimeline
Seven Springs Wealth Group, LLC2,741$1.16M0.43%+31113F-HRTimeline
Foundry Partners, LLC2,740$1.15M0.06%+23513F-HRTimeline
Red Mountain Financial, LLC2,739$1.15M1.24%+3813F-HRTimeline
Stegent Equity Advisors, Inc.2,737$1.15M1.17%+10113F-HRTimeline
Trace Wealth Advisors, LLC2,735$1.15M1.03%13F-HRTimeline
IVC Wealth Advisors LLC2,734$1.15M0.64%-50313F-HRTimeline
Bravias Capital Group, LLC2,771$1.15M0.93%13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC2,728$1.15M1.07%-31813F-HRTimeline
Boulder Wealth Advisors, LLC2,705$1.14M0.59%+13613F-HRTimeline
Cornerstone Planning Group LLC2,623$1.14M0.28%-3413F-HRTimeline
Objectivity Squared, LLC2,720$1.14M0.79%+12313F-HRTimeline
Discipline Wealth Solutions, LLC2,701$1.14M0.53%+4213F-HRTimeline
AJ Advisors, LLC2,698$1.14M0.59%+4513F-HRTimeline
Towneley Capital Management, Inc / DE2,688$1.13M0.27%new13F-HRTimeline
Severin Investments, LLC2,688$1.13M1.13%13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,687$1.13M1.07%+7813F-HRTimeline
OBERWEIS ASSET MANAGEMENT INC/2,685$1.13M0.05%013F-HRTimeline
Signature Resources Capital Management,…2,679$1.13M1.01%+113F-HRTimeline
VISION FINANCIAL MARKETS LLC2,675$1.13M1.22%13F-HRTimeline
25 LLC2,667$1.12M0.48%+23113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC1,441$1.12M0.97%13F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH2,663$1.12M0.33%013F-HRTimeline
Conestoga Capital Advisors, LLC2,662$1.12M0.01%013F-HRTimeline
NavPoint Financial, Inc.2,662$1.12M0.89%013F-HRTimeline
Allie Family Office LLC2,661$1.12M0.62%+37113F-HRTimeline
Stuart Chaussee & Associates, Inc.2,645$1.12M0.28%+7113F-HRTimeline
Silverberg Bernstein Capital Management…2,642$1.11M0.98%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC2,634$1.11M0.11%+9313F-HRTimeline
Main Line Retirement Advisors, LLC2,633$1.11M0.73%+1713F-HRTimeline
Warburton Capital Management, LLC2,633$1.11M0.83%13F-HRTimeline
RHS Financial, LLC2,623$1.11M0.57%-6513F-HRTimeline
Ameraudi Asset Management, Inc.2,618$1.1M0.61%013F-HRTimeline
Joule Financial, LLC2,614$1.1M0.39%-68513F-HRTimeline
Oldfather Financial Services, LLC2,610$1.1M0.42%+12313F-HRTimeline
Joseph P. Lucia & Associates, LLC2,609$1.1M0.49%+413F-HRTimeline
ArchPoint Investors2,598$1.1M0.36%+213F-HRTimeline
Israel Discount Bank of New York2,607$1.1M0.8%+7413F-HRTimeline
Financial Enhancement Group LLC2,630$1.1M0.17%+62613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,600$1.1M0.51%+14513F-HRTimeline
Glaxis Capital Management, LLC2,600$1.1M3.03%013F-HRTimeline
MFA WEALTH ADVISORS, LLC2,600$1.1M0.28%-7413F-HRTimeline
Gallacher Capital Management LLC2,599$1.1M0.54%-24313F-HRTimeline
SwitchPoint Financial Planning, LLC2,597$1.09M1.05%13F-HRTimeline
SIMPLEX TRADING, LLC2,596$1.09M0.03%-96,14413F-HRTimeline
Provident Wealth Management, LLC2,587$1.09M0.36%-7213F-HRTimeline
Holland Advisory Services, Inc.2,585$1.09M1.42%-1,02313F-HRTimeline
INKWELL CAPITAL LLC2,576$1.09M1.16%13F-HRTimeline
Noble Family Wealth, LLC2,556$1.09M0.3%013F-HRTimeline
Axiom Financial Strategies, LLC2,576$1.09M0.61%+5313F-HRTimeline
Sound Stewardship, LLC2,575$1.09M0.64%+39013F-HRTimeline
DORVAL Corp2,573$1.08M0.43%-9413F-HRTimeline
American Capital Advisory, LLC2,570$1.08M0.6%-313F-HRTimeline
Lloyd Advisory Services, LLC.2,567$1.08M0.51%-19513F-HRTimeline
Sharp Wealth Advisory, LLC2,566$1.08M0.82%+15713F-HRTimeline
Chris Bulman Inc2,564$1.08M0.69%-4313F-HRTimeline
TABLEAUX LLC2,560$1.08M0.89%13F-HRTimeline
McMill Wealth Management2,557$1.08M0.44%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