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
TPG Financial Advisors, LLC2,555$1.08M0.47%-6713F-HRTimeline
INSTRUMENTAL WEALTH, LLC2,634$1.08M1.02%-1213F-HRTimeline
NEW VERNON INVESTMENT MANAGEMENT LLCin group New Vernon Capital Holdings I…8,550$1.07M1.42%+4,50813F-HRTimelineGroup
Stevard, LLC2,547$1.07M4.01%013F-HRTimeline
Williams & Novak Wealth Management, LLC2,546$1.07M1.03%-2713F-HRTimeline
Axim Planning & Wealth2,544$1.07M1.14%-1513F-HRTimeline
Lifelong Wealth Advisors, Inc.2,543$1.07M0.48%13F-HRTimeline
AlphaQuest LLC2,542$1.07M0.14%-3,39313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,541$1.07M0.4%-16313F-HRTimeline
Kendall Capital Management2,539$1.07M0.31%+37513F-HRTimeline
Carmel Capital Management L.L.C.2,539$1.07M0.4%013F-HRTimeline
Cypress Capital Management LLC (WY)2,533$1.07M1.22%new13F-HRTimeline
Mullaney, Keating & Wright, Inc.2,528$1.07M0.72%-3213F-HRTimeline
WPWealth LLP2,527$1.07M0.22%-1,11813F-HRTimeline
Blue Oak Capital, LLC2,525$1.06M0.65%13F-HRTimeline
Cedar Point Capital Partners, LLC2,523$1.06M0.72%+14113F-HRTimeline
MERIDIAN MANAGEMENT CO2,521$1.06M0.28%+16113F-HRTimeline
Freedom Financial Partners LLC2,520$1.06M0.51%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,518$1.06M0.54%+21813F-HRTimeline
Sensible Money, LLC2,515$1.06M0.46%-1013F-HRTimeline
Wealth Management Strategies, Inc.2,514$1.06M0.81%13F-HR/ATimeline
Axecap Investments, LLC2,510$1.06M0.8%+8213F-HRTimeline
Colorado Capital Management, Inc.2,497$1.05M0.51%-81313F-HRTimeline
Wilkins Miller Wealth Management, LLC2,494$1.05M1.1%13F-HRTimeline
JFG Wealth Management, LLC2,495$1.05M0.24%+6113F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS2,491$1.05M0.86%+33413F-HRTimeline
Kondo Wealth Advisors, Inc.2,486$1.05M0.53%13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,487$1.05M0.52%-2713F-HRTimeline
One Wealth Map LLC2,557$1.04M0.63%-23913F-HRTimeline
Lowe Wealth Advisors, LLC2,474$1.04M0.44%-27313F-HRTimeline
Altus Wealth Management, LLC2,473$1.04M0.47%+39013F-HRTimeline
Ballew Advisors, Inc2,498$1.04M0.66%+9713F-HRTimeline
America First Investment Advisors, LLC2,469$1.04M0.23%-10013F-HRTimeline
Meredith Wealth Planning2,463$1.04M0.46%-4013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,460$1.04M0.49%-9013F-HRTimeline
Covey Capital Advisors, LLC2,450$1.03M1.17%013F-HRTimeline
Caerus Investment Advisors, LLC2,449$1.03M0.97%013F-HRTimeline
BetterWealth, LLC2,449$1.03M0.28%-39013F-HRTimeline
BostonPremier Wealth LLC2,448$1.03M0.63%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,383$1.03M<0.01%-1,568,88813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,439$1.03M0.19%-93213F-HRTimeline
Stewardship Advisors, LLC2,435$1.03M0.28%+43413F-HRTimeline
Capstone Wealth Management, LLC2,435$1.03M1%13F-HRTimeline
Maren Capital LLC2,434$1.03M0.08%-20013F-HRTimeline
Timonier Family Office, LTD.2,434$1.03M0.53%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Weil Company, Inc.2,432$1.03M0.35%+29613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC2,428$1.02M0.48%+36113F-HRTimeline
Alternative Investment Advisors, LLC.2,426$1.02M0.53%-2,30913F-HRTimeline
Oak Wealth Advisors LLC2,424$1.02M0.79%13F-HRTimeline
Fortis Advisors, LLC2,423$1.02M0.67%+1513F-HRTimeline
Wheelhouse Advisory Group LLC2,422$1.02M0.61%+11113F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,421$1.02M0.35%-4213F-HRTimeline
Innovative Wealth Building LLC2,411$1.02M0.92%13F-HRTimeline
CMC Financial Group2,406$1.01M2.16%-7513F-HRTimeline
V2 Financial group LLC2,403$1.01M0.62%+94313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,401$1.01M0.88%-12513F-HRTimeline
Arkos Global Advisors2,395$1.01M0.15%+5213F-HRTimeline
BlueSky Wealth Advisors, LLC2,393$1.01M0.16%+6113F-HRTimeline
AlphaQ Advisors LLC2,391$1.01M2.76%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,382$1M0.67%+22813F-HRTimeline
Bear Mountain Capital, Inc.2,246$1M0.39%-6613F-HRTimeline
Level Financial Advisors2,380$1M0.37%+2813F-HRTimeline
INTEGRITY WEALTH ADVISORS, INC.2,374$1M0.74%13F-HRTimeline
Wealth Group Ltd2,374$1M0.29%+2813F-HRTimeline
Wingate Wealth Advisors, Inc.2,368$998K0.98%13F-HRTimeline
Alpha Financial Partners LLC2,363$996K0.79%+1,17013F-HRTimeline
Family Investment Center, Inc.2,359$994K0.25%+13513F-HRTimeline
Giverny Capital Inc.2,354$992K0.04%new13F-HR/ATimeline
Michels Family Financial, LLC2,351$991K0.91%13F-HRTimeline
MCMORGAN & CO LLC2,344$988K0.15%-3613F-HRTimeline
Randall & Associates Wealth Management2,338$985K0.82%+75313F-HRTimeline
Morton Brown Family Wealth, LLC2,338$985K0.34%013F-HRTimeline
Caitlin John, LLC2,336$985K0.67%-313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…2,334$984K0.46%-8413F-HRTimeline
B&D White Capital Company, LLC2,328$981K0.17%-37813F-HRTimeline
Beck Bode, LLC2,319$977K0.18%-40,03213F-HRTimeline
GEN Financial Management, INC.2,319$977K0.63%13F-HRTimeline
GGM Financial LLC2,317$977K1.04%-5213F-HRTimeline
DAHRING | CUSMANO LLC2,315$976K0.89%13F-HRTimeline
Trellis Wealth Advisors LLC2,315$976K0.49%013F-HRTimeline
Retirement Wealth Solutions LLC2,325$974K0.82%13F-HRTimeline
SAYBROOK CAPITAL /NC2,311$974K0.26%+96813F-HRTimeline
Wealthstar Advisors, LLC2,305$972K0.42%13F-HRTimeline
FreeGulliver LLC2,304$971K0.51%-86913F-HRTimeline
DDFG, Inc2,302$970K0.28%013F-HRTimeline
RiverGlades Family Offices LLC2,300$969K0.69%013F-HRTimeline
Maytree Asset Management Ltd2,300$969K2.19%new13F-HRTimeline
ArrowMark Colorado Holdings LLC2,290$965K0.01%-87913F-HRTimeline
Priebe Wealth Holdings LLC2,290$965K0.65%+31113F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC2,288$964K0.33%+1,40913F-HRTimeline
Stanich Group LLC2,282$962K0.72%13F-HRTimeline
CURIO WEALTH, LLC2,282$962K0.52%13F-HRTimeline
Central Asset Investments & Management …2,274$958K0.59%-4,80013F-HRTimeline
Xcel Wealth Management, LLC2,272$957K0.27%+5713F-HRTimeline
Equita Financial Network, Inc.2,265$955K0.35%+10713F-HRTimeline
Able Wealth Management LLC2,263$954K0.63%+15613F-HRTimeline
O'Connor Financial Group LLC2,257$951K0.5%+4113F-HRTimeline
Lighthouse Wealth Management Inc.2,255$951K0.87%13F-HRTimeline
MBE Wealth Management, LLC2,255$950K0.54%-35713F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC2,277$950K0.32%-413F-HRTimeline
Valtrion Capital Management, LLC2,253$950K1.25%13F-HRTimeline
Wrenne Financial Planning LLC2,251$949K0.54%013F-HRTimeline
Arnhold LLC2,250$948K0.09%013F-HRTimeline
One Degree Advisors Inc2,303$947K0.39%+5413F-HRTimeline
Graney & King, LLC2,244$946K0.71%13F-HRTimeline
Noble Wealth Management PBC2,237$943K0.65%13F-HRTimeline
Barnett & Company, Inc.2,230$940K0.62%+97513F-HRTimeline
MontVue Capital Management, Inc.2,229$940K0.72%+15913F-HRTimeline
Cannon Financial Strategists, Inc.2,228$939K0.16%+10413F-HRTimeline
Chicago Wealth Management, Inc.2,224$938K0.49%-2413F-HRTimeline
Partners in Financial Planning2,219$935K0.19%-10813F-HRTimeline
Signify Wealth2,211$932K1.05%+113F-HRTimeline
Horrell Capital Management, Inc.2,211$932K0.27%013F-HRTimeline
STRAIGHTLINE GROUP LLC2,210$932K0.61%13F-HRTimeline
Turning Point Benefit Group, Inc.2,231$931K0.88%13F-HRTimeline
Conservest Capital Advisors, Inc.2,201$928K0.1%-7913F-HRTimeline
Board of the Pension Protection Fund2,200$927K1.07%13F-HRTimeline
Hobart Private Capital, LLC2,192$924K0.23%+1,00713F-HRTimeline
Persium Advisors, LLC2,192$924K0.91%13F-HRTimeline
Merkkuri Wealth Advisors LLC2,187$922K0.73%-4613F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,185$921K0.21%-1913F-HRTimeline
HTG Investment Advisors, Inc.2,185$921K0.42%-2513F-HRTimeline
Lord & Richards Wealth Management, LLC2,182$920K1.94%13F-HRTimeline
Mustard Seed Financial, LLC2,181$919K0.75%-1913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,177$918K0.53%+14013F-HRTimeline
Fortress Financial Solutions, LLC2,168$914K1.3%13F-HRTimeline
Wealth Forward, LLC2,162$911K0.64%-10013F-HRTimeline
Jentner Corp2,160$911K0.27%013F-HRTimeline
Auour Investments LLC2,193$910K0.32%+613F-HRTimeline
Emergent Wealth Advisors, LLC2,158$910K0.66%+8813F-HRTimeline
ForthRight Wealth Management, LLC2,157$909K0.3%-2113F-HRTimeline
THOMPSON DAVIS & CO., INC.2,156$909K0.58%-2113F-HRTimeline
Bryant Woods Investment Advisors, LLC2,147$906K0.44%+20913F-HRTimeline
GoalFusion Wealth Management, LLC2,148$905K0.49%-5513F-HRTimeline
MA Private Wealth2,146$905K0.17%-1,90413F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.2,137$901K0.23%013F-HRTimeline
Tilson Financial Group, Inc.2,134$899K0.37%-2813F-HRTimeline
Entruity Wealth, LLC2,132$899K0.89%13F-HRTimeline
Copia Wealth Management2,131$898K0.85%13F-HRTimeline
Gouws Capital LLC2,124$895K0.61%-5013F-HRTimeline
Horizon Family Wealth, Inc.2,115$892K0.59%-5713F-HRTimeline
BALANCED WEALTH GROUP LLC2,137$887K0.4%+213F-HRTimeline
Darrow Company, Inc.2,097$884K0.51%013F-HRTimeline
Financial Symmetry Inc2,095$883K0.6%-1113F-HRTimeline
BancFirst Trust & Investment Management2,073$881K0.39%-23513F-HRTimeline
Mason Investment Advisory Services, Inc.2,089$880K0.05%-7413F-HRTimeline
CGC Financial Services, LLC2,087$880K0.35%013F-HRTimeline
TAP Consulting, LLC2,085$879K0.18%-10113F-HRTimeline
Martel Wealth Advisors LLC2,079$876K0.17%-10813F-HRTimeline
Chico Wealth RIA2,078$876K0.77%-25013F-HRTimeline
TSA Wealth Managment LLC2,076$875K0.36%-913F-HRTimeline
Carbahal Olsen Financial Services Group…2,072$873K0.81%13F-HRTimeline
Sage Financial Management Group, Inc.2,071$873K0.32%013F-HRTimeline
Ardent Capital Management, Inc.2,067$871K0.4%013F-HRTimeline
Axis Wealth Partners, LLC2,064$870K0.73%13F-HRTimeline
Galibier Capital Management Ltd.2,058$867K0.25%013F-HRTimeline
HRT FINANCIAL LP2,059$867K<0.01%-1,250,37313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,053$865K0.63%13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.2,053$865K0.75%013F-HRTimeline
Windsor Advisory Group, LLC2,046$862K1%-50713F-HRTimeline
Hoya Capital Real Estate, LLC2,044$862K16.26%013F-HRTimeline
Collaborative Wealth Managment Inc.2,035$858K0.39%+213F-HRTimeline
Alamar Capital Management, LLC2,033$857K0.47%-313F-HRTimeline
Eaton-Cambridge Inc.2,032$856K0.38%+10313F-HRTimeline
Kaufman Rossin Wealth, LLC2,028$855K0.88%13F-HRTimeline
BURRUS FINANCIAL SERVICES, INC.2,026$854K0.44%+413F-HRTimeline
DHK Financial Advisors, Inc.2,024$853K0.52%+113F-HRTimeline
Long Island Wealth Management, Inc.2,018$851K0.53%+1013F-HRTimeline
Warberg Asset Management LLC2,000$843K0.23%new13F-HRTimeline
Sharper & Granite LLC1,990$839K0.37%+34013F-HRTimeline
Future Financial Wealth Managment LLC1,990$839K0.61%013F-HRTimeline
Philip James Wealth Mangement, LLC1,987$838K0.11%+23013F-HRTimeline
Sequent Asset Management, LLC1,984$836K0.41%+113F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.1,982$835K0.19%-7013F-HRTimeline
IAG Wealth Partners, LLC1,982$835K0.15%+5113F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC1,976$833K0.74%13F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,971$831K0.74%13F-HRTimeline
BWM Planning, LLC1,969$830K0.36%-9513F-HRTimeline
Orca Wealth Management, LLC1,965$828K0.75%13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC1,958$825K0.12%+30313F-HRTimeline
Holos Integrated Wealth LLC1,951$822K0.56%13F-HRTimeline
Beckerman Institutional, LLC1,951$822K0.66%+17413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC1,950$822K0.49%+86513F-HRTimeline
Fulcrum Equity Management1,942$819K0.81%+28613F-HRTimeline
Centerline Wealth Advisors, LLC1,958$818K0.48%13F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC1,938$817K0.59%-34613F-HRTimeline
Vermillion Wealth Management, Inc.1,933$815K0.42%13F-HRTimeline
Plotkin Financial Advisors, LLC1,927$812K0.48%+3713F-HRTimeline
Dodds Wealth, LLC1,820$812K0.26%-5013F-HRTimeline
Parkshore Wealth Management, Inc.1,920$809K0.49%13F-HRTimeline
Compass Planning Associates Inc1,919$809K0.82%13F-HRTimeline
Ruedi Wealth Management, Inc.1,913$806K0.25%+2013F-HRTimeline
Wall Street Financial Group, Inc.1,912$806K0.79%+26313F-HRTimeline
ENZI WEALTH1,800$803K0.31%+5513F-HRTimeline
DBK Financial Counsel, LLC1,904$802K0.81%-213F-HRTimeline
Quantum Financial Planning Services, In…1,903$802K0.45%13F-HRTimeline
Kiker Wealth Management, LLC1,903$802K0.65%13F-HRTimeline
Denver PWM, LLC1,895$799K0.31%-7113F-HRTimeline
Brickley Wealth Management1,895$799K0.16%-8513F-HRTimeline
A&I FINANCIAL SERVICES, LLC1,895$799K0.78%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