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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Absolute Capital Management, LLC | 3,715 | $1.60M | 0.95% | +894+31.7% | Added |
| Redwood Financial Network Corp | 3,720 | $1.60M | 1.25% | +16+0.4% | Added |
| WFA of San Diego, LLC | 3,723 | $1.60M | 1.35% | +60+1.6% | Added |
| Harvest Investment Services, LLC | 3,724 | $1.60M | 0.51% | +586+18.7% | Added |
| Impact Partnership Wealth, LLC | 3,737 | $1.61M | 0.36% | −193−4.9% | Reduced |
| Matrix Private Capital Group LLC | 3,741 | $1.61M | 0.93% | +50+1.4% | Added |
| FSC Wealth Advisors, LLC | 3,756 | $1.62M | 1.16% | +113+3.1% | Added |
| Hardin Capital Partners, LLC | 3,902 | $1.62M | 0.92% | 00.0% | Unchanged |
| Planning Capital Management Corp | 3,773 | $1.62M | 1.08% | −27−0.7% | Reduced |
| Frazier Financial Advisors, LLC | 3,784 | $1.63M | 1.27% | +26+0.7% | Added |
| Options Solutions, LLC | 3,794 | $1.63M | 0.79% | +8+0.2% | Added |
| Foguth Wealth Management, LLC. | 3,945 | $1.64M | 0.59% | −268−6.4% | Reduced |
| Greenhouse Wealth Management, LLC | 3,810 | $1.64M | 1.10% | +6+0.2% | Added |
| Retirement Guys Formula LLC | 3,823 | $1.64M | 0.76% | +9+0.2% | Added |
| Sar Wealth Management Group, LLC | 3,828 | $1.65M | 1.09% | −4−0.1% | Reduced |
| Voisard Asset Management Group, Inc. | 3,828 | $1.65M | 0.69% | +159+4.3% | Added |
| IMPACTfolio, LLC | 3,834 | $1.65M | 0.85% | −53−1.4% | Reduced |
| Wiser Advisor Group LLC | 3,840 | $1.65M | 2.47% | +308+8.7% | Added |
| Granite FO LLC | 3,846 | $1.65M | 0.94% | +26+0.7% | Added |
| Santori & Peters | 3,851 | $1.66M | 0.66% | −116−2.9% | Reduced |
| Hart & Patterson Financial Group LLC | 3,865 | $1.66M | 0.79% | +66+1.7% | Added |
| CWC Advisors, LLC. | 3,867 | $1.66M | 1.64% | +3,867 | New |
| Dogwood Wealth Management LLC | 3,874 | $1.67M | 0.96% | +979+33.8% | Added |
| Avion Wealth | 3,896 | $1.68M | 0.44% | +269+7.4% | Added |
| Pasadena Private Wealth, LLC | 3,916 | $1.69M | 0.36% | −100−2.5% | Reduced |
| Willow Creek Wealth Management Inc. | 3,917 | $1.69M | 0.18% | −79−2.0% | Reduced |
| Cascade Wealth Advisors, Inc | 3,920 | $1.69M | 1.21% | −240−5.8% | Reduced |
| O'Neil Global Advisors, Inc. | 3,920 | $1.69M | 0.43% | −1,580−28.7% | Reduced |
| Battery Global Advisors, LLC | 3,929 | $1.69M | 0.92% | +2,023+106.1% | Added |
| Rinkey Investments | 3,930 | $1.69M | 0.55% | −29−0.7% | Reduced |
| Curran Financial Partners, LLC | 3,934 | $1.69M | 0.48% | +10+0.3% | Added |
| Vertex Planning Partners, LLC | 3,942 | $1.70M | 0.41% | −12−0.3% | Reduced |
| Portfolio Strategies, Inc. | 3,946 | $1.70M | 0.23% | +14+0.4% | Added |
| Vance Wealth, Inc. | 3,947 | $1.70M | 0.64% | +193+5.1% | Added |
| LVZ Advisors, Inc. | 3,954 | $1.70M | 0.22% | +55+1.4% | Added |
| Covestor Ltd | 3,965 | $1.71M | 1.07% | +21+0.5% | Added |
| Yost Capital Management, LP | 3,970 | $1.71M | 1.77% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 3,975 | $1.71M | 1.14% | −3,911−49.6% | Reduced |
| National Wealth Management Group, LLC | 3,982 | $1.71M | 1.16% | −30−0.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 4,090 | $1.72M | 1.06% | −272−6.2% | Reduced |
| First Wilshire Securities Management Inc | 4,000 | $1.72M | 0.48% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 4,005 | $1.72M | 1.58% | −242−5.7% | Reduced |
| Pingora Partners LLC | 4,010 | $1.73M | 1.22% | −107−2.6% | Reduced |
| Reston Wealth Management LLC | 4,011 | $1.73M | 0.62% | +186+4.9% | Added |
| Riverwater Partners LLC | 4,156 | $1.73M | 0.86% | −232−5.3% | Reduced |
| Capital Square, LLC | 4,030 | $1.73M | 1.05% | +1,058+35.6% | Added |
| Paladin Advisory Group, LLC | 4,038 | $1.74M | 1.28% | −16−0.4% | Reduced |
| Georgetown University | 4,038 | $1.74M | 0.54% | +7+0.2% | Added |
| Boulder Hill Capital Management LP | 4,040 | $1.74M | 4.01% | +4,040 | New |
| New Vernon Investment Management LLC | 4,042 | $1.74M | 1.87% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 4,048 | $1.74M | 0.35% | +101+2.6% | Added |
| MA Private Wealth | 4,050 | $1.74M | 0.33% | −38−0.9% | Reduced |
| Peterson Wealth Advisors, LLC | 4,054 | $1.74M | 0.33% | +174+4.5% | Added |
| PYA Waltman Capital, LLC | 4,056 | $1.75M | 0.57% | +255+6.7% | Added |
| Stephens Consulting, LLC | 4,056 | $1.75M | 0.45% | −50−1.2% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,059 | $1.75M | 0.58% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 4,061 | $1.75M | 0.85% | +5+0.1% | Added |
| Bridge Advisory, LLC | 4,065 | $1.75M | 0.83% | −277−6.4% | Reduced |
| Clear Investment Research, LLC | 4,066 | $1.75M | 2.28% | +45+1.1% | Added |
| Next Capital Management LLC | 4,070 | $1.75M | 0.71% | −493−10.8% | Reduced |
| Symmetry Partners, LLC | 4,071 | $1.75M | 0.42% | −51,235−92.6% | Reduced |
| Smart Money Group LLC | 4,314 | $1.75M | 0.63% | +609+16.4% | Added |
| CastleKnight Management LP | 4,080 | $1.76M | 0.20% | −1,900−31.8% | Reduced |
| Whelan Financial | 4,086 | $1.76M | 0.72% | +125+3.2% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,087 | $1.76M | 0.47% | +80+2.0% | Added |
| Hofer & Associates. Inc | 4,089 | $1.76M | 1.21% | +13+0.3% | Added |
| Family Wealth Group, LLC | 4,089 | $1.76M | 1.52% | +100+2.5% | Added |
| Sage Advisors, LLC | 4,094 | $1.76M | 1.39% | +146+3.7% | Added |
| RMR Capital Management, LLC | 4,107 | $1.77M | 1.50% | 00.0% | Unchanged |
| Zeit Capital LLC | 4,118 | $1.77M | 1.37% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,119 | $1.77M | 1.09% | +4,119 | New |
| Mayfair Advisory Group, LLC | 4,268 | $1.78M | 1.12% | +16+0.4% | Added |
| Mindset Wealth Management, LLC | 4,134 | $1.78M | 0.73% | +4,134 | New |
| Richmond Brothers, Inc. | 4,147 | $1.78M | 1.10% | −397−8.7% | Reduced |
| Sterling Financial Group, Inc. | 4,148 | $1.78M | 0.76% | −28−0.7% | Reduced |
| Integrity Wealth Solutions LLC | 4,148 | $1.79M | 1.04% | −11−0.3% | Reduced |
| Lockerman Financial Group, Inc. | 4,158 | $1.79M | 3.03% | +81+2.0% | Added |
| Pin Oak Investment Advisors Inc | 4,175 | $1.80M | 1.63% | −235−5.3% | Reduced |
| Rezny Wealth Management, Inc. | 4,175 | $1.80M | 0.45% | +399+10.6% | Added |
| Avenue 1 Advisors, LLC | 4,183 | $1.80M | 0.68% | −32−0.8% | Reduced |
| ESG Planning | 4,193 | $1.80M | 1.18% | +1,950+86.9% | Added |
| apricus wealth, LLC | 4,211 | $1.81M | 1.19% | −21−0.5% | Reduced |
| Catalyst Private Wealth, LLC | 4,211 | $1.81M | 0.89% | +106+2.6% | Added |
| Selective Wealth Management, Inc. | 4,370 | $1.81M | 0.75% | +401+10.1% | Added |
| Phocas Financial Corp. | 4,215 | $1.81M | 0.26% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 4,218 | $1.82M | 1.01% | +142+3.5% | Added |
| Worth Asset Management, LLC | 4,219 | $1.82M | 0.99% | +312+8.0% | Added |
| Cravens & Co Advisors, LLC | 4,225 | $1.82M | 1.40% | −344−7.5% | Reduced |
| Bridger Management, LLC | 4,230 | $1.82M | 0.91% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 4,239 | $1.82M | 0.20% | −715−14.4% | Reduced |
| KFA Private Wealth Group, LLC | 4,252 | $1.83M | 0.87% | −34−0.8% | Reduced |
| jvl associates llc | 4,255 | $1.83M | 0.71% | +394+10.2% | Added |
| Talon Private Wealth, LLC | 4,256 | $1.83M | 0.39% | +4,256 | New |
| Hill Investment Group Partners, LLC | 4,012 | $1.83M | 0.25% | −211−5.0% | Reduced |
| Gridiron Partners, LLC | 4,265 | $1.84M | 1.11% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 4,269 | $1.84M | 0.54% | −17−0.4% | Reduced |
| Tucker Asset Management LLC | 4,283 | $1.84M | 0.43% | +495+13.1% | Added |
| Curtis Advisory Group, LLC | 4,291 | $1.85M | 0.52% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 4,295 | $1.85M | 2.55% | −329−7.1% | Reduced |
| Breed's Hill Capital LLC | 4,299 | $1.85M | 1.52% | +22+0.5% | Added |