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
Hendershot Investments Inc.59,373$25M3.41%+46413F-HRTimeline
LATHROP INVESTMENT MANAGEMENT CO59,367$25M4.77%-1,62813F-HRTimeline
Strategic Blueprint, LLC59,271$25M1.49%+2,85713F-HRTimeline
Proficio Capital Partners LLC59,138$24.9M2.02%+10,67613F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…59,128$24.9M0.62%-130,94213F-HRTimelineGroup
Bordeaux Wealth Advisors LLC59,103$24.9M4%+67513F-HR/ATimeline
New Hampshire Trust59,098$24.9M5.25%+64013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…59,084$24.9M4.2%+1,44213F-HRTimeline
TrinityPoint Wealth, LLC59,028$24.9M3.5%+1,13113F-HRTimeline
Saraza Management, LP59,000$24.9M6.93%+14,00013F-HRTimeline
Confluence Wealth Services, Inc.55,411$24.8M1.61%-3413F-HRTimeline
Taikang Asset Management (Hong Kong) Co…58,664$24.7M3.63%-26,00413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…58,639$24.7M1.39%+4,36113F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…58,599$24.7M4.99%+15,20613F-HRTimeline
Foster Victor Wealth Advisors, LLC57,517$24.7M1.89%+2,72413F-HRTimeline
CONNING INC.in group CONNING INC.58,228$24.5M0.86%-2,60313F-HRTimelineGroup
American Money Management, LLC58,206$24.5M4.79%+8,39913F-HRTimeline
HARVEY CAPITAL MANAGEMENT INC58,080$24.5M5.76%-84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trivium Point Advisory, LLC57,944$24.4M3.08%+7,00613F-HRTimeline
EFG Private Wealth Management (Americas…57,881$24.4M4.74%-1,78613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp57,791$24.4M2.31%-71413F-HRTimelineGroup
Central Pacific Bank - Trust Division57,631$24.3M3.18%-3,98213F-HRTimeline
MOTCO57,587$24.3M2.49%-2,31713F-HRTimeline
Canvas Wealth Advisors, LLC57,585$24.3M6.09%+2,83813F-HRTimeline
Westwind Capital57,552$24.3M5.29%+80913F-HRTimeline
Berger Financial Group, Inc57,542$24.3M1.68%-1,16913F-HRTimeline
NFJ INVESTMENT GROUP, LLC57,456$24.2M0.78%-50013F-HRTimeline
Two Point Capital Management, Inc.56,450$24.2M8.65%+4613F-HRTimeline
Glen Eagle Advisors, LLC57,380$24.2M4.01%-65513F-HRTimeline
Mattern Wealth Management LLC57,365$24.2M5.33%-3,22513F-HRTimeline
Naviter Wealth, LLC57,290$24.1M2.91%+11,95413F-HRTimeline
Relyea Zuckerberg Hanson LLC57,273$24.1M3.25%+23,76113F-HRTimeline
FOSTER & MOTLEY INC57,215$24.1M1.57%-1,03513F-HRTimeline
Capital Asset Advisory Services LLC56,912$24.1M1.19%+3,97813F-HRTimeline
RFG Advisory, LLC57,071$24.1M0.68%+6,42813F-HRTimeline
GM Advisory Group, LLC57,008$24M1.33%+3,55213F-HRTimeline
FARMERS TRUST CO56,998$24M4.48%+39113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.56,851$24M3.04%+42,16213F-HRTimeline
First Western Trust Bank56,827$24M1.11%-1,66213F-HRTimeline
Supplemental Annuity Collective Trust o…56,700$23.9M7.03%-2,60013F-HRTimeline
Avior Wealth Management, LLC56,624$23.9M0.87%-1,26413F-HRTimeline
Stokes Family Office, LLC56,590$23.9M2.55%+2,11813F-HRTimeline
Family Manage LLC57,727$23.8M3.86%+1,89313F-HRTimeline
Regal Investment Advisors LLC56,547$23.8M1.79%-3,86013F-HRTimeline
Court Place Advisors, LLC56,507$23.8M7.72%-2,65213F-HRTimeline
1834 INVESTMENT ADVISORS CO56,403$23.8M3.01%-2,37313F-HRTimeline
Paul R. Ried Financial Group, LLC56,394$23.8M16.67%13F-HRTimeline
CHEMUNG CANAL TRUST CO56,332$23.7M4.95%-2,08813F-HRTimeline
Clearstead Trust, LLC56,318$23.7M5.13%+8,47413F-HRTimeline
HILLMAN CO56,289$23.7M10.04%013F-HRTimeline
Copeland Capital Management, LLC56,271$23.7M0.44%-8,85813F-HRTimeline
COZAD ASSET MANAGEMENT INC56,194$23.7M2.21%+36313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC56,170$23.7M7.33%-54213F-HRTimeline
Engineers Gate Manager LP56,164$23.7M0.41%+11,06013F-HRTimeline
Greenwich Wealth Management LLC56,107$23.6M1.67%+2,02513F-HRTimeline
Jackson Square Partners, LLC56,094$23.6M2.46%-2,94713F-HRTimeline
CloudAlpha Capital Management Limited/H…56,010$23.6M4.91%new13F-HRTimeline
Pavion Blue Capital, LLC55,982$23.6M11.08%-31513F-HRTimeline
Rothschild Capital Partners, LLC55,960$23.6M5.72%+8,94613F-HRTimeline
St. Clair Advisors, LLC55,881$23.6M6.76%-77213F-HRTimeline
SevenBridge Financial Group, LLC57,192$23.5M4.45%-1,18713F-HRTimeline
Baker Ellis Asset Management LLC55,810$23.5M3.46%-40413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC55,805$23.5M5.47%+38913F-HRTimeline
Salomon & Ludwin, LLC55,771$23.5M2.49%-41913F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding55,552$23.4M+39,737Timeline
MONTAG & CALDWELL, LLC55,479$23.4M4.99%-15,79313F-HRTimeline
Hamilton Point Investment Advisors, LLC55,355$23.3M4.21%+36813F-HRTimeline
GPS Wealth Strategies Group, LLC55,326$23.3M2.99%-3,62313F-HRTimeline
GeoWealth Management, LLC55,249$23.3M0.76%-1,64213F-HRTimeline
VILLERE ST DENIS J & CO LLC55,237$23.3M2.1%-1,54713F-HRTimeline
Claar Advisors LLC55,182$23.3M7.53%-2,00013F-HRTimeline
Haverford Financial Services, Inc.55,169$23.3M7.09%+23413F-HRTimeline
Executive Wealth Management, LLC55,034$23.2M1.82%+1,17913F-HRTimeline
EULAV Asset Management55,030$23.2M0.56%-50013F-HRTimeline
Balboa Wealth Partners55,011$23.2M5.29%-91013F-HRTimeline
Optimus Prime Fund Management Co., Ltd.55,000$23.2M2.48%+30,00013F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX53,505$23.2M5.76%-1,32013F-HRTimeline
Meridian Wealth Advisors, LLC54,910$23.1M3.82%+2,01413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC54,848$23.1M4.32%+2,05913F-HRTimeline
Rockline Wealth Management, LLC54,806$23.1M6.17%+1,21013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC54,757$23.1M4.11%+67013F-HRTimeline
Edgestream Partners, L.P.54,742$23.1M0.98%+4,11213F-HRTimeline
LEUTHOLD GROUP, LLC54,619$23M2.77%-1,97013F-HRTimeline
Cooper Financial Group54,615$23M2.77%+4,24813F-HRTimeline
Broderick Brian C54,558$23M4.51%+1,73213F-HRTimeline
INDEPENDENT INVESTORS INC54,528$23M4.55%-10013F-HRTimeline
PFC CAPITAL GROUP, INC.54,513$23M11.11%-35313F-HRTimeline
ELEVATUS WELATH MANAGEMENT54,474$23M7.86%+9,99913F-HRTimeline
Sepio Capital, LP54,432$22.9M1.84%+7013F-HRTimeline
West Branch Capital LLC54,356$22.9M7.31%+94713F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…54,301$22.9M11.92%+8,22013F-HRTimeline
Miramar Capital, LLC54,205$22.8M5.45%+36813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC54,009$22.8M0.85%+2,29913F-HRTimeline
Claro Advisors Inc.54,007$22.8M3.08%-3,44213F-HRTimeline
Hamilton Wealth, LLC53,917$22.7M5.51%-89713F-HRTimeline
GC Wealth Management RIA, LLC53,895$22.7M3.99%-1,50713F-HRTimeline
CITY HOLDING CO53,758$22.7M3.21%-3,56813F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC53,740$22.7M8.87%-66713F-HRTimeline
Evernest Financial Advisors, LLC53,706$22.6M5.87%-6413F-HRTimeline
VALICENTI ADVISORY SERVICES INC53,628$22.6M5.63%-57213F-HRTimeline
CADINHA & CO LLC53,524$22.6M3.74%+36813F-HRTimeline
Baker Chad R53,435$22.5M4.41%013F-HRTimeline
Diligent Investors, LLC53,375$22.5M5.16%-1,24613F-HRTimeline
Alpha Omega Wealth Management LLC53,333$22.5M4.26%-18013F-HRTimeline
HARVARD MANAGEMENT CO INC53,300$22.5M1.33%new13F-HRTimeline
SOROS FUND MANAGEMENT LLCgroup of 2 filers holding53,287$22.5M+5,237Timeline
CAMDEN NATIONAL BANK53,256$22.4M3.36%-84613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…53,184$22.4M2.65%-6,49213F-HRTimeline
Traynor Capital Management, Inc.52,911$22.3M1.73%+2,51913F-HRTimeline
Nicollet Investment Management, Inc.52,876$22.3M7.65%-1,00313F-HRTimeline
JACKSON SQUARE CAPITAL, LLC52,729$22.2M5.36%-3,21913F-HRTimeline
Elk River Wealth Management LLC52,632$22.2M4.02%-46613F-HRTimeline
Gladius Capital Management LP52,568$22.2M12.74%+3,05613F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC52,558$22.2M4.88%-1,75813F-HRTimeline
Cheviot Value Management, LLC52,511$22.1M4.23%-29913F-HRTimeline
West Coast Financial LLC52,477$22.1M2.44%+20913F-HRTimeline
STONEBRIDGE CAPITAL MANAGEMENT INC52,419$22.1M9.05%-7513F-HRTimeline
Premier Path Wealth Partners, LLC52,390$22.1M3.37%+913F-HRTimeline
NTV Asset Management LLC52,388$22.1M2.91%-1,16013F-HRTimeline
Hartford Financial Management Inc.52,352$22.1M4.52%+49513F-HRTimeline
Pinnacle Investment Management Ltd52,350$22.1M16.11%13F-HRTimeline
Sargent Investment Group, LLC52,869$22.1M3.61%+4,86013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC52,268$22M1.29%-32613F-HRTimeline
Decatur Capital Management, Inc.52,116$22M10.01%-89113F-HRTimeline
Cardinal Capital Management52,104$22M3.44%-23413F-HRTimeline
Kozak & Associates, Inc.51,864$22M5.02%-4,75613F-HRTimeline
Heirloom Wealth Management51,896$21.9M6.56%-1,70813F-HRTimeline
Rockbridge Asset Management LLC51,845$21.9M12.42%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd51,818$21.9M1.97%-613F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH51,829$21.8M6.07%-3413F-HRTimeline
PLIMOTH TRUST CO LLC51,626$21.8M5.59%-34913F-HRTimeline
WEIK CAPITAL MANAGEMENT51,589$21.7M8.84%-27513F-HRTimeline
J. Goldman & Co LP51,502$21.7M0.77%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV51,324$21.6M4.52%-55713F-HRTimeline
FARLEY CAPITAL L.P.in group FARLEY CAPITAL L.P.51,312$21.6M18.42%013F-HRTimelineGroup
Mystic Asset Management, Inc.51,244$21.6M5.79%+22,68213F-HRTimeline
R.H. Dinel Investment Counsel, Inc.51,225$21.6M14.41%-90013F-HRTimeline
Montecito Bank & Trust51,205$21.6M3.74%-3213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC51,179$21.6M2.34%+1,67313F-HRTimeline
Portfolio Design Labs, LLC51,128$21.6M4.42%+10,15613F-HRTimeline
GRAND JEAN CAPITAL MANAGEMENT INC51,127$21.6M5.01%-2,34913F-HRTimeline
Arete Wealth Advisors, LLC51,019$21.5M1.55%+11,84913F-HRTimeline
STRATEGY ASSET MANAGERS LLC51,046$21.5M4.17%-7413F-HRTimeline
PRAGMA GESTAO DE PATRIMONIO LTD51,000$21.5M11.85%+17,00013F-HRTimeline
LINCOLN CAPITAL CORP50,914$21.5M8.81%-15513F-HRTimeline
Spectrum Wealth Counsel, LLC50,793$21.4M2.52%-32313F-HRTimeline
TRUST POINT INC.50,748$21.4M1.48%+5,79413F-HRTimeline
CONDOR CAPITAL MANAGEMENT50,692$21.4M1.88%-84913F-HRTimeline
WESPAC Advisors SoCal, LLC50,691$21.4M4.83%-87313F-HRTimeline
Parkside Financial Bank & Trust50,640$21.3M2.83%+2,46413F-HRTimeline
HWG Holdings LP50,596$21.3M6.98%-3,09313F-HRTimeline
NATURAL INVESTMENTS, LLC50,589$21.3M5.9%13F-HRTimeline
Stockman Wealth Management, Inc.50,577$21.3M3.34%+59913F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC50,489$21.3M11.42%013F-HRTimeline
Embree Financial Group50,482$21.3M3.63%+44613F-HRTimeline
Marcum Wealth, LLC50,462$21.3M1.84%+1,56613F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC50,407$21.2M5.82%-3113F-HRTimeline
Ninety One SA (Pty) Ltd50,407$21.2M4.69%-34,89613F-HRTimeline
Phraction Management LLC50,376$21.2M7.44%013F-HRTimeline
HEADINVEST, LLC50,372$21.2M4.01%-95313F-HRTimeline
Institute for Wealth Management, LLC.50,361$21.2M2.67%-22713F-HRTimeline
Larson Financial Group LLC50,341$21.2M1.1%+11,72013F-HRTimeline
Moloney Securities Asset Management, LLC50,285$21.2M2.84%-96613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC50,236$21.2M0.65%+12,25813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC50,190$21.2M8.65%-1,19813F-HRTimeline
Impact Asset Management GmbH50,141$21.1M8.35%+14,46513F-HRTimeline
L & S Advisors Inc50,120$21.1M2.32%-61113F-HRTimeline
Krilogy Financial LLC50,069$21.1M1.41%+3,80313F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.50,063$21.1M4.39%+9,80613F-HRTimeline
RBF Capital, LLC50,000$21.1M1.1%013F-HRTimeline
One Madison Group LLC50,000$21.1M2.41%13F-HRTimeline
Connecticut Wealth Management, LLC49,920$21M1.03%+65913F-HRTimeline
MAKENA CAPITAL MANAGEMENT LLC49,823$21M3.41%+7,58413F-HRTimeline
CFM WEALTH PARTNERS LLC49,720$21M3.53%-9113F-HRTimeline
Renaissance Investment Group LLC49,670$20.9M4.42%-1,17113F-HRTimeline
RMR Wealth Builders49,658$20.9M2.16%+1,73913F-HR/ATimeline
Capital Investment Counsel, Inc49,637$20.9M3.15%-1,29013F-HRTimeline
Financial Insights, Inc.49,540$20.9M7.75%-12,82213F-HRTimeline
Keel Point, LLC49,531$20.9M1.67%+2,01313F-HRTimeline
Pure Financial Advisors, LLC49,514$20.9M0.47%+1,80113F-HRTimeline
Wayfinding Financial, LLC49,457$20.8M11.14%-2813F-HRTimeline
GFS Advisors, LLC49,359$20.8M3.16%-17413F-HRTimeline
VANTAGE WEALTH49,335$20.8M4.48%-26713F-HRTimeline
Heron Bay Capital Management49,315$20.8M4.34%+1,41413F-HRTimeline
ASSET PLANNING SERVICES INC /LA/ /ADV49,165$20.7M10.1%-15013F-HRTimeline
Keystone Financial Group49,120$20.7M2.03%+1,91013F-HRTimeline
HENDLEY & CO INC48,987$20.6M7.24%-12313F-HRTimeline
HTLF Bank48,908$20.6M2.33%-98613F-HRTimeline
Koshinski Asset Management, Inc.48,838$20.6M1.85%+9613F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…48,803$20.6M3.58%-7,10713F-HRTimelineGroup
NBW CAPITAL LLC48,781$20.6M3.81%-47913F-HRTimeline
Rench Wealth Management, Inc.48,727$20.5M7.01%+58013F-HRTimeline
Farmers National Bank48,699$20.5M5.99%13F-HRTimeline
Ransom Advisory, Ltd48,530$20.5M9.4%-30013F-HRTimeline
Adalta Capital Management LLC48,521$20.5M10.68%-4,87713F-HRTimeline
Archford Capital Strategies, LLC48,481$20.4M3.09%+1,43613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA48,396$20.4M5.12%-1,01913F-HRTimeline
Delta Financial Group, Inc.48,274$20.3M4.76%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL48,257$20.3M5.08%+43313F-HRTimeline
McGuire Investment Group, LLC48,240$20.3M2.94%+913F-HRTimeline

Events

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

    Accepted , ingested