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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
Prism Advisors, Inc.1,286$542K0.16%-113F-HRTimeline
PVG ASSET MANAGEMENT CORP1,286$542K2.56%new13F-HRTimeline
Dynamic Financial Group1,286$542K0.55%13F-HRTimeline
Stone House Investment Management, LLC1,282$540K0.14%-21113F-HRTimeline
Bonfire Financial1,276$538K0.49%13F-HRTimeline
Forum Private Client Group LLC1,275$537K0.24%+21313F-HRTimeline
Lagoda Investment Management, L.P.1,275$537K0.29%013F-HRTimeline
Brave Warrior Advisors, LLC1,275$537K0.01%+75013F-HRTimeline
Seven Post Investment Office LP1,275$537K0.21%-5,18713F-HRTimeline
O'Brien Wealth Partners LLC1,272$536K0.1%013F-HRTimeline
American Investment Services, Inc.1,270$535K0.09%+4313F-HR/ATimeline
Beacon Wealthcare LLC1,270$535K0.22%-10013F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY1,270$535K0.59%13F-HRTimeline
KEATING INVESTMENT COUNSELORS INC1,265$533K0.17%013F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,264$533K0.25%-8,74413F-HRTimeline
TCP Asset Management, LLC1,262$532K0.12%+2213F-HRTimeline
BCK Partners, Inc.1,261$532K0.33%-9213F-HRTimeline
Applied Capital LLC1,258$530K0.27%-113F-HRTimeline
Payne Capital Management, LLC1,257$530K0.23%13F-HRTimeline
Highland Financial Advisors, LLC1,253$528K0.18%+47413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,252$528K0.46%+213F-HRTimeline
Kingdom Financial Group LLC.1,237$522K0.36%-413F-HRTimeline
Landmark Wealth Management, LLC1,236$521K0.23%+113F-HRTimeline
Guardian Wealth Management, Inc.1,231$519K0.35%013F-HRTimeline
McCarthy Asset Management, Inc.1,231$519K0.37%-1113F-HRTimeline
MTM FINANCIAL GROUP, LLC1,227$517K0.31%+1613F-HRTimeline
Fee-Only Financial Planning, L.C.1,226$517K0.33%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,220$514K0.3%+213F-HRTimeline
IMG Wealth Management, Inc.1,214$512K0.47%13F-HRTimeline
Plan Group Financial, LLC1,213$511K0.27%+3913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC1,199$511K0.39%-4813F-HRTimeline
OLIO Financial Planning1,211$510K0.18%+5813F-HRTimeline
Three Cord True Wealth Management, LLC1,209$510K0.44%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC1,207$509K0.26%+6813F-HRTimeline
TRUEFG, LLC1,206$508K0.17%-11613F-HRTimeline
LPWM LLC1,204$507K0.16%013F-HRTimeline
West Tower Group, LLC1,200$506K1.12%new13F-HRTimeline
Hoese & Co LLP1,195$504K0.44%-29713F-HRTimeline
Guardian Wealth Advisors, LLC1,195$504K0.32%-6713F-HRTimeline
Strid Group, LLC1,193$503K0.08%013F-HRTimeline
Aigen Investment Management, LP1,190$502K0.09%-3,33313F-HRTimeline
Safe Harbor Fiduciary, LLC1,185$500K0.51%+7413F-HRTimeline
Family Capital Trust Co1,183$499K0.17%-10013F-HRTimeline
Traction Financial Partners, LLC1,176$496K0.39%+9413F-HRTimeline
AlphaMark Advisors, LLC1,173$494K0.21%+18713F-HRTimeline
EHRLICH FINANCIAL GROUP1,171$494K0.35%-2213F-HRTimeline
Ground Swell Capital, LLC1,169$493K1.07%-20,46213F-HRTimeline
Riggs Capital Management LLC1,157$488K0.48%13F-HRTimeline
Seaside Wealth Management, Inc.1,157$488K0.18%+17613F-HRTimeline
Total Wealth Planning, LLC1,155$487K0.08%new13F-HRTimeline
Avant Capital LLC1,154$487K0.4%13F-HRTimeline
COREPATH WEALTH PARTNERS LLC1,165$484K0.47%+20913F-HRTimeline
True Vision MN LLC1,148$484K0.29%-1613F-HRTimeline
Compass Advisory Group LLC1,144$482K0.17%013F-HRTimeline
Jordan Park Trust Co LLC1,141$481K0.4%13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,139$480K0.24%+3613F-HRTimeline
Latko Wealth Management, Ltd.1,136$479K0.28%+8313F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC1,136$479K0.56%13F-HRTimeline
McCarthy & Cox1,130$476K0.17%+513F-HRTimeline
Redwood Park Advisors LLC1,125$474K0.4%13F-HRTimeline
Graver Capital Management, LLC1,117$471K0.49%13F-HRTimeline
FMA Wealth Management, LLC1,113$469K0.35%013F-HRTimeline
LOUNTZIS ASSET MANAGEMENT, LLC1,111$468K0.2%013F-HRTimeline
Legacy Investment Solutions, LLC1,137$466K0.31%+4213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,137$466K0.31%+4213F-HRTimelineGroup
SHERBROOKE PARK ADVISERS LLC1,105$466K0.15%-1,80213F-HRTimeline
Carlson Capital, L.P.1,100$464K0.27%new13F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…1,100$464K0.32%new13F-HRTimelineGroup
Jordan Park Group LLC1,100$464K0.03%013F-HRTimeline
Roth Financial Partners LLC1,094$461K0.18%013F-HRTimeline
Marmo Financial Group, LLC1,092$460K0.25%+1913F-HRTimeline
IvyRock Asset Management (HK) Ltd1,090$459K0.2%013F-HRTimeline
HC Advisors, LLC1,085$457K0.37%new13F-HRTimeline
Financial Advisory Corp1,085$457K0.08%13F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,083$456K0.79%013F-HRTimeline
Sunesis Advisors, LLC1,082$456K0.28%+6513F-HRTimeline
Standard Family Office LLC1,081$456K0.55%013F-HRTimeline
WealthTrak Capital Management LLC1,081$456K0.39%13F-HRTimeline
Farnam Financial LLC1,077$454K0.47%013F-HRTimeline
ArborFi Advisors, LLC1,072$452K0.45%13F-HRTimeline
WEXFORD CAPITAL LP1,071$451K0.12%+6213F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,069$451K0.36%+33613F-HRTimeline
Pinnacle Financial Group, LLC / IL1,064$449K0.18%+18413F-HRTimeline
Atlas Financial Advisors, Inc.1,060$447K0.7%-68013F-HRTimeline
Richard P Slaughter Associates Inc1,058$446K0.1%-4413F-HRTimeline
Robinson Value Management, Ltd.1,054$444K0.29%013F-HRTimeline
Principia Wealth Advisory, LLC1,052$443K0.42%13F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC1,050$443K0.24%+2413F-HRTimeline
Highlander Partners, L.P.1,050$443K0.25%013F-HRTimeline
Balanced Rock Investment Advisors LLC1,049$442K0.35%+913F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …1,049$442K0.1%+36913F-HRTimeline
Crabel Capital Management, LLC1,048$442K1.43%new13F-HRTimeline
Kropog Financial Group, LLC1,045$440K0.4%13F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.1,039$438K0.28%+8313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC1,037$437K0.4%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.1,034$436K0.26%+14113F-HRTimeline
Cambria Investment Management, L.P.1,033$435K0.03%new13F-HRTimeline
5T Wealth, LLC1,031$435K0.24%13F-HRTimeline
Fusion Family Wealth, LLC1,031$435K0.04%+14013F-HRTimeline
Infinity Wealth Counsel, LLC1,024$432K0.46%13F-HRTimeline
Significant Wealth Partners LLC1,021$430K0.22%-48713F-HRTimeline
VISTA FINANCE, LLC1,016$428K0.44%-613F-HRTimeline
Gainplan LLC1,016$428K0.16%+1213F-HRTimeline
STEPH & CO1,016$428K0.14%-29813F-HRTimeline
Bestgate Wealth Advisors, LLC1,015$428K0.86%13F-HRTimeline
Vawter Financial, Ltd.1,014$427K0.26%+5513F-HRTimeline
PINNEY & SCOFIELD, INC.1,014$427K0.32%13F-HRTimeline
Hyperion Capital Advisors LP1,007$424K0.22%013F-HRTimeline
DEFINE FINANCIAL, LLC1,005$424K0.32%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…994$424K0.3%+3213F-HRTimeline
GROUP ONE TRADING LLC1,004$423K0.01%-6,45013F-HR/ATimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,000$422K0.22%013F-HRTimeline
Quinn Opportunity Partners LLC1,000$422K0.03%013F-HRTimeline
Benchmark Wealth Management, LLC999$421K0.21%-2513F-HRTimeline
WJ Interests, LLC997$420K0.2%-11813F-HRTimeline
NESTEGG ADVISORS, INC.964$419K0.42%13F-HRTimeline
GatePass Capital, LLC992$418K0.46%13F-HRTimeline
Two West Capital Advisors LLC992$418K0.36%+14313F-HRTimeline
Strategic Point Investment Advisors, LLC986$416K0.07%013F-HRTimeline
Monument Group Wealth Advisors, LLC977$412K0.29%-80613F-HRTimeline
BCGM Wealth Management, LLC976$412K0.13%+913F-HRTimeline
SWAN Capital LLC976$412K0.2%013F-HRTimeline
Clarity Capital Advisors, LLC975$411K0.28%013F-HRTimeline
Treasure Coast Financial Planning971$409K0.27%013F-HRTimeline
Triune Financial Partners, LLC970$409K0.13%-3313F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd965$407K0.3%-2,67013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.955$403K0.19%-16413F-HRTimeline
Aspect Partners, LLC955$402K0.23%+213F-HRTimeline
Burk Holdings LLC954$402K0.33%13F-HRTimeline
KEYWISE CAPITAL MANAGEMENT (HK) Ltd950$400K0.03%-90013F-HRTimeline
SYKON CAPITAL LLC944$398K0.14%+12613F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC942$397K0.2%013F-HRTimeline
CAUSEWAY CAPITAL MANAGEMENT LLC940$396K0.01%013F-HRTimeline
Beacon Financial Strategies CORP940$396K0.26%+6613F-HRTimeline
Mills Wealth Advisors LLC937$395K0.22%+19413F-HRTimeline
Compass Financial Services Inc935$394K0.22%13F-HRTimeline
Cardinal Capital Management, Inc.935$394K0.01%+4513F-HRTimeline
David Kennon Inc935$394K0.16%013F-HRTimeline
Quarry LP932$393K0.08%+81413F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC931$392K0.42%-8013F-HRTimeline
Hurley Capital, LLC883$391K0.31%13F-HRTimeline
CFC Planning Co LLC927$391K0.42%13F-HRTimeline
Sicart Associates LLC926$390K0.14%013F-HRTimeline
City Center Advisors, LLC924$389K0.44%-1413F-HRTimeline
Flagship Private Wealth, LLC917$386K0.19%+113F-HRTimeline
MYECFO, LLC914$385K0.21%013F-HRTimeline
LAM GROUP, INC.913$385K0.27%013F-HRTimeline
Tuttle Capital Management, LLC910$384K1.97%+23213F-HRTimeline
ENTREWEALTH, LLC905$381K0.35%13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.900$379K0.3%013F-HRTimeline
Del-Sette Capital Management, LLC899$379K0.31%013F-HRTimeline
KMT WEALTH MANAGEMENT, LLC896$378K0.3%13F-HRTimeline
Crown Oak Advisors, LLC895$377K0.19%new13F-HRTimeline
Keystone Financial Group, Inc.895$377K0.31%13F-HRTimeline
MANE GLOBAL CAPITAL MANAGEMENT LP890$375K0.02%-138,93613F-HRTimeline
Foundation Wealth Management, LLC\PA888$374K0.18%13F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC886$373K0.02%+39813F-HRTimelineGroup
AIFG Consultants Ltd.882$372K0.61%-4913F-HRTimeline
Leverty Financial Group, LLC877$370K0.19%-2413F-HRTimeline
Alpha Financial Advisors, LLC873$368K0.17%+213F-HRTimeline
Measured Risk Portfolios, Inc.867$365K0.41%13F-HRTimeline
Shore Point Advisors, LLC865$365K0.2%013F-HRTimeline
Five Pine Wealth Management865$365K0.31%13F-HRTimeline
1492 Capital Management LLC856$361K0.17%+6013F-HRTimeline
CLARK ESTATES INC/NY853$360K0.07%013F-HRTimeline
Cornerstone Wealth Advisors, Inc.851$359K0.1%+10013F-HRTimeline
Andina Capital Management, LLC847$357K0.29%+2613F-HRTimeline
Clarity Asset Management, Inc.843$356K0.23%-20913F-HRTimeline
Omega Financial Group, LLC837$353K0.13%-11613F-HRTimeline
NDWM LLC836$352K0.29%-213F-HRTimeline
RCS Financial Planning, LLC832$351K0.19%+1113F-HRTimeline
SWP FINANCIAL LLC825$348K0.21%013F-HRTimeline
WFA Asset Management Corp824$347K0.19%-13413F-HRTimeline
Solutions 4 Wealth, Ltd820$346K0.63%-6813F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC816$344K0.01%-29913F-HRTimelineGroup
Barry Investment Advisors, LLC815$344K0.11%+413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV807$340K0.2%013F-HRTimeline
Biltmore Wealth Management, LLC805$339K0.14%+113F-HRTimeline
Certus Wealth Management, LLC821$339K0.23%-3313F-HRTimeline
Legacy Wealth Asset Management, LLC801$338K0.09%013F-HRTimeline
Lanham O'Dell & Company, Inc.800$337K0.18%013F-HRTimeline
SageOak Financial, LLC797$336K0.31%13F-HRTimeline
Summit Investment Advisory Services, LLC795$335K0.17%013F-HRTimeline
EQ LLC795$335K0.16%+3913F-HRTimeline
BG Investment Services, LLC788$332K0.33%13F-HRTimeline
Hapanowicz & Associates Financial Servi…785$331K0.17%013F-HRTimeline
Private Wealth Group, LLC784$330K0.16%013F-HRTimeline
Pinnacle Family Advisors, LLC781$329K0.16%+5013F-HRTimeline
Kinloch Capital, LLC777$328K0.16%013F-HRTimeline
BEDDOW CAPITAL MANAGEMENT INC775$327K0.13%013F-HRTimeline
Sincerus Advisory, LLC775$327K0.35%13F-HRTimeline
Global View Capital Management LLC780$326K0.11%13F-HRTimeline
DRAVO BAY LLC773$326K0.16%+7313F-HRTimeline
Maltin Wealth Management, Inc.771$325K0.16%-1113F-HRTimeline
PEAK FINANCIAL ADVISORS LLC768$324K0.17%-6,98913F-HRTimeline
Bernzott Capital Advisors767$323K0.16%new13F-HRTimeline
AMARA FINANCIAL, LLC.764$322K0.3%013F-HRTimeline
NorthLanding Financial Partners, LLC761$321K0.32%013F-HRTimeline
ALM First Financial Advisors, LLC760$320K0.08%+23013F-HRTimeline
McGrath & Associates, Inc.757$319K0.64%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