Microsoft Corp
MSFT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000789019
In the last 90 days, Microsoft Corp insiders filed 0 open-market purchases and 4 sales; 6,247 institutions reported holding it in 13F filings for Q2 2026, worth $2.05T in total; 16 superinvestors hold it, including Pershing Square and Coatue Management.
13F holders, Q3 2024
Institutional positions in Microsoft Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 5,301
- +94 vs. Q2 2024
- Shares held
- 5.31B
- +573.6M (+12.1%) vs. Q2 2024
- Total value
- $2.27T
- +$151.3B (+7.1%) vs. Q2 2024
- New holders
- 187
- 2,487 more added
- Sold out
- 93
- 2,244 more reduced
62 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSFT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $1.79T |
| Q1 2023 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $1.77T |
| Q3 2021 | 4,035 | $1.49T |
| Q2 2021 | 3,989 | $1.43T |
| Q1 2021 | 4,005 | $1.26T |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berkshire Capital Holdings Inc | 10 | $4.30K | 0.00% | −27,140−100.0% | Reduced |
| Richardson Capital Management LLC | 20 | $8.77K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 39 | $16.8K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 45 | $19.3K | 0.04% | −1,533−97.1% | Reduced |
| Avondale Wealth Management | 45 | $19.4K | 0.01% | −23−33.8% | Reduced |
| Authentikos Wealth Advisory, LLC | 61 | $26.2K | 0.03% | +61 | New |
| Insight Financial Services | 65 | $28.3K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 80 | $34.5K | 0.03% | −12−13.0% | Reduced |
| Christopher J. Hasenberg, Inc | 95 | $39.4K | 0.02% | +25+35.7% | Added |
| Lion Point Capital, LP | 100 | $43.0K | 0.17% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 116 | $49.9K | 0.04% | +2+1.8% | Added |
| Quarry LP | 118 | $50.8K | 0.02% | +18+18.0% | Added |
| 4Thought Financial Group Inc. | 128 | $55.1K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 138 | $59.4K | 0.04% | −251−64.5% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 140 | $60.2K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 144 | $62.0K | 0.05% | −4−2.7% | Reduced |
| Wells Financial Advisors INC | 170 | $73.2K | 0.10% | 00.0% | Unchanged |
| Gleason Group, Inc. | 190 | $81.7K | 0.01% | −11−5.5% | Reduced |
| Horizon Financial Services, LLC | 190 | $81.8K | 0.05% | 00.0% | Unchanged |
| Bellevue Group AG | 194 | $83.5K | 0.00% | +15+8.4% | Added |
| PayPay Securities Corp | 196 | $84.3K | 7.51% | +55+39.0% | Added |
| J. Stern & Co. LLP | 200 | $86.1K | 0.01% | −404−66.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 210 | $90.4K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 4,035 | $92.0K | 0.10% | +460+12.9% | Added |
| Bare Financial Services, Inc | 217 | $93.4K | 0.04% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 271 | $116.7K | 0.04% | +91+50.6% | Added |
| Grayhawk Investment Strategies Inc. | 315 | $135.5K | 0.21% | 00.0% | Unchanged |
| Family CFO Inc | 338 | $145.4K | 0.08% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 338 | $145.4K | 0.07% | +31+10.1% | Added |
| SYSTM Wealth Solutions LLC | 347 | $149.3K | 4.53% | −47,279−99.3% | Reduced |
| USA Financial Portformulas Corp | 388 | $167.0K | 0.03% | −2,513−86.6% | Reduced |
| Evolution Advisers, Inc. | 390 | $167.0K | 0.09% | −13−3.2% | Reduced |
| Atlantic Private Wealth, LLC | 388 | $167.0K | 0.13% | +189+95.0% | Added |
| Luken Investment Analytics, LLC | 414 | $178.1K | 0.08% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 430 | $185.0K | 0.12% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 443 | $190.6K | 0.14% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 453 | $194.9K | 0.08% | +2+0.4% | Added |
| OmniStar Financial Group, Inc. | 464 | $200.9K | 0.15% | +12+2.7% | Added |
| Rareview Capital LLC | 471 | $202.6K | 0.15% | 00.0% | Unchanged |
| Elm Partners Management LLC | 471 | $202.8K | 0.01% | +471 | New |
| HFR Wealth Management, LLC | 476 | $204.8K | 0.05% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 479 | $206.3K | 4.32% | 00.0% | Unchanged |
| Sage Financial Group Inc | 487 | $209.6K | 0.02% | −40−7.6% | Reduced |
| Weitzel Financial Services, Inc. | 497 | $210.0K | 0.10% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 488 | $210.0K | 0.01% | −13−2.6% | Reduced |
| Kings Path Partners LLC | 493 | $212.1K | 0.09% | −7−1.4% | Reduced |
| PACK Private Wealth, LLC | 493 | $212.1K | 0.12% | 00.0% | Unchanged |
| AF Advisors, Inc. | 494 | $212.6K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $215.0K | 0.14% | −381−43.2% | Reduced |
| Cedar Brook Financial Partners, LLC | 500 | $215.2K | 30.82% | −3,676−88.0% | Reduced |
| HGK Asset Management Inc | 507 | $218.2K | 0.04% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 510 | $219.3K | 0.10% | +510 | New |
| Ariston Services Group | 514 | $221.2K | 0.19% | −120−18.9% | Reduced |
| Life Planning Partners, Inc | 514 | $221.2K | 0.20% | +45+9.6% | Added |
| Kanen Wealth Management LLC | 521 | $224.2K | 0.12% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 521 | $224.7K | 0.11% | −373−41.7% | Reduced |
| Syverson Strege & Co | 525 | $225.7K | 0.08% | −2,004−79.2% | Reduced |
| Brave Warrior Advisors, LLC | 525 | $225.9K | 0.00% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 527 | $226.8K | 0.18% | 00.0% | Unchanged |
| ALM First Financial Advisors, LLC | 530 | $228.1K | 0.06% | 00.0% | Unchanged |
| Theory Financial LLC | 562 | $228.4K | 0.10% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 532 | $229.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Capital Management, LLC | 537 | $231.1K | 0.15% | +537 | New |
| Chartist Inc | 538 | $231.4K | 0.14% | +1+0.2% | Added |
| Weybosset Research & Management LLC | 540 | $232.0K | 0.08% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 540 | $232.4K | 0.14% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 640 | $232.9K | 0.21% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 543 | $233.5K | 0.12% | −34−5.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 547 | $235.6K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 548 | $235.8K | 0.09% | −744−57.6% | Reduced |
| Capital CS Group, LLC | 560 | $241.0K | 0.29% | −1,476−72.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 561 | $241.4K | 0.08% | +64+12.9% | Added |
| Retirement Investment Advisors, Inc. | 562 | $241.8K | 0.03% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 542 | $242.3K | 0.12% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 568 | $244.0K | 0.16% | −298−34.4% | Reduced |
| Share Andrew L. | 575 | $247.4K | 0.16% | 00.0% | Unchanged |
| Investments & Financial Planning, LLC | 586 | $251.9K | 0.16% | +1+0.2% | Added |
| Access Investment Management LLC | 590 | $253.9K | 0.08% | −60−9.2% | Reduced |
| FC Advisory LLC | 592 | $254.6K | 0.09% | +1+0.2% | Added |
| Rosenbaum Jay D. | 596 | $256.5K | 3.83% | −1,611−73.0% | Reduced |
| Hudson Portfolio Management LLC | 598 | $257.3K | 0.25% | +598 | New |
| Rye Brook Capital LLC | 600 | $258.0K | 0.37% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 600 | $258.2K | 0.06% | −66,812−99.1% | Reduced |
| Horizons Wealth Management | 601 | $258.6K | 0.20% | −47−7.3% | Reduced |
| Unconventional Investor, LLC | 604 | $260.0K | 0.16% | +76+14.4% | Added |
| Buska Wealth Management, LLC | 611 | $263.1K | 0.09% | −166−21.4% | Reduced |
| Gagnon Securities LLC | 615 | $264.6K | 0.05% | −337−35.4% | Reduced |
| Sinecera Capital, LLC | 617 | $265.5K | 0.32% | +95+18.2% | Added |
| Simplify Asset Management Inc. | 619 | $266.4K | 0.02% | −322−34.2% | Reduced |
| Dean, Jacobson Financial Services, LLC | 619 | $266.4K | 0.20% | +619 | New |
| Shariaportfolio, Inc. | 622 | $267.6K | 0.14% | −83−11.8% | Reduced |
| Cornerstone Management, Inc. | 625 | $268.9K | 0.06% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 627 | $269.8K | 0.02% | +627 | New |
| MBB Public Markets I LLC | 630 | $271.1K | 0.02% | −503,582−99.9% | Reduced |
| New England Professional Planning Group Inc. | 635 | $273.2K | 0.14% | −103−14.0% | Reduced |
| Arrien Investments, Inc. | 638 | $274.5K | 0.20% | −24−3.6% | Reduced |
| Letko, Brosseau & Associates Inc | 638 | $274.5K | 0.00% | 00.0% | Unchanged |
| White Wing Wealth Management | 640 | $275.2K | 0.21% | +31+5.1% | Added |
| Halpern Financial, Inc. | 660 | $275.3K | 0.07% | −105−13.7% | Reduced |
| Outfitter Financial LLC | 645 | $277.5K | 0.23% | −307−32.2% | Reduced |