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
- 5,302
- +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
- 2,488 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Breed's Hill Capital LLC | 4,299 | $1.85M | 1.52% | +22+0.5% | Added |
| Kearns & Associates LLC | 4,300 | $1.85M | 1.22% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 4,300 | $1.85M | 0.77% | +1,026+31.3% | Added |
| Pacific Sun Financial Corp | 4,312 | $1.86M | 1.02% | +22+0.5% | Added |
| Red Tortoise LLC | 4,314 | $1.86M | 0.93% | +25+0.6% | Added |
| OneAscent Wealth Management LLC | 4,340 | $1.87M | 0.71% | +4,340 | New |
| Archvest Wealth Advisors, Inc. | 4,344 | $1.87M | 1.19% | +682+18.6% | Added |
| Independent Family Office, LLC | 4,360 | $1.87M | 0.94% | +1,670+62.1% | Added |
| Drake & Associates, LLC | 4,348 | $1.87M | 0.60% | +863+24.8% | Added |
| Clayton Financial Group LLC | 4,350 | $1.87M | 0.70% | +520+13.6% | Added |
| Strategic Investment Solutions, Inc. | 4,352 | $1.87M | 0.56% | −1,210−21.8% | Reduced |
| Elios Financial Group Inc. | 4,352 | $1.87M | 0.86% | +4,352 | New |
| Revisor Wealth Management LLC | 4,352 | $1.87M | 1.17% | +552+14.5% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,355 | $1.87M | 0.62% | +132+3.1% | Added |
| Blossom Wealth Management | 4,367 | $1.88M | 3.79% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4,386 | $1.89M | 0.35% | +12+0.3% | Added |
| Kelly Financial Services LLC | 4,389 | $1.89M | 0.69% | +252+6.1% | Added |
| Rodgers & Associates, LTD | 4,395 | $1.89M | 0.23% | −36−0.8% | Reduced |
| Client First Investment Management LLC | 4,400 | $1.89M | 1.45% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 4,403 | $1.89M | 1.61% | +943+27.3% | Added |
| Planning Center, Inc. | 4,404 | $1.89M | 0.23% | +18+0.4% | Added |
| MN Wealth Advisors, LLC | 4,416 | $1.90M | 1.08% | −38−0.9% | Reduced |
| Family Firm, Inc. | 4,422 | $1.90M | 0.42% | +726+19.6% | Added |
| Cadent Capital Advisors, LLC | 4,424 | $1.90M | 0.65% | +1,621+57.8% | Added |
| Tru Independence Asset Management 2, LLC | 4,424 | $1.90M | 1.60% | +4,424 | New |
| Comprehensive Wealth Management, LLC | 4,431 | $1.91M | 1.24% | +5+0.1% | Added |
| Sageworth Trust Co | 4,432 | $1.91M | 0.11% | −2,264−33.8% | Reduced |
| VitalStone Financial, LLC | 4,435 | $1.91M | 1.30% | +980+28.4% | Added |
| Wolf Group Capital Advisors | 5,605 | $1.91M | 0.91% | −1,489−21.0% | Reduced |
| Financial Network Wealth Advisors LLC | 4,439 | $1.91M | 1.58% | −58−1.3% | Reduced |
| Planned Solutions, Inc. | 4,443 | $1.91M | 0.78% | +1,012+29.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,691 | $1.92M | 0.73% | −100−2.1% | Reduced |
| Bayshore Asset Management, LLC | 4,463 | $1.92M | 0.86% | +5+0.1% | Added |
| Essential Planning, LLC. | 4,466 | $1.92M | 0.79% | +88+2.0% | Added |
| Vista Investment Management | 4,468 | $1.92M | 0.72% | +16+0.4% | Added |
| Rock Point Advisors, LLC | 4,473 | $1.92M | 0.53% | −33−0.7% | Reduced |
| Corrigan Financial, Inc. | 4,483 | $1.93M | 0.44% | +503+12.6% | Added |
| Community Bank of Raymore | 4,484 | $1.93M | 1.46% | +208+4.9% | Added |
| American Financial Advisors, LLC | 4,484 | $1.93M | 0.26% | −351−7.3% | Reduced |
| Heritage Wealth Management, Inc. | 4,490 | $1.93M | 1.74% | +302+7.2% | Added |
| Elser Financial Planning, Inc | 4,497 | $1.94M | 2.81% | +365+8.8% | Added |
| Prescott Group Capital Management, L.L.C. | 4,500 | $1.94M | 0.28% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 4,510 | $1.94M | 1.13% | +25+0.6% | Added |
| OxenFree Capital LLC | 4,513 | $1.94M | 1.52% | +43+1.0% | Added |
| Smart Portfolios, LLC | 4,515 | $1.94M | 1.98% | −162−3.5% | Reduced |
| PFG Private Wealth Management, LLC | 4,516 | $1.94M | 1.13% | +41+0.9% | Added |
| Nicholson Wealth Management Group, LLC | 4,518 | $1.94M | 1.60% | +4,518 | New |
| Prairiewood Capital, LLC | 4,522 | $1.95M | 0.82% | −32−0.7% | Reduced |
| Aigen Investment Management, LP | 4,523 | $1.95M | 0.38% | −2,684−37.2% | Reduced |
| Diversified Portfolios, Inc. | 4,535 | $1.95M | 0.22% | −25−0.5% | Reduced |
| Napa Wealth Management | 4,542 | $1.95M | 0.92% | −128−2.7% | Reduced |
| Atwood & Palmer Inc | 4,553 | $1.96M | 0.13% | −21−0.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,573 | $1.97M | 1.17% | +23+0.5% | Added |
| CAP Partners, LLC | 4,581 | $1.97M | 1.47% | −95−2.0% | Reduced |
| Waterway Wealth Management, LLC | 4,587 | $1.97M | 0.85% | +267+6.2% | Added |
| FSA Wealth Management LLC | 4,590 | $1.98M | 0.79% | +4,590 | New |
| Account Management LLC | 4,595 | $1.98M | 2.35% | −400−8.0% | Reduced |
| Helen Stephens Group, LLC | 4,599 | $1.98M | 0.60% | −190−4.0% | Reduced |
| Black Swift Group, LLC | 4,602 | $1.98M | 0.44% | −4,757−50.8% | Reduced |
| Mach-1 Financial Group, Inc. | 4,617 | $1.99M | 1.22% | +560+13.8% | Added |
| Profit Investment Management, LLC | 4,618 | $1.99M | 1.56% | −71−1.5% | Reduced |
| Crumly & Associates Inc. | 4,624 | $1.99M | 0.55% | +562+13.8% | Added |
| Jackson Thornton Asset Management, LLC | 4,626 | $1.99M | 0.26% | −56−1.2% | Reduced |
| 4J Wealth Management LLC | 4,626 | $1.99M | 1.54% | −97−2.1% | Reduced |
| Hanover Advisors Inc | 4,639 | $2.00M | 0.84% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,642 | $2.00M | 0.64% | −1,867,250−99.8% | Reduced |
| Cornerstone National Bank & Trust Co | 4,656 | $2.00M | 0.91% | −51−1.1% | Reduced |
| Clearview Wealth Advisors LLC | 4,681 | $2.01M | 1.55% | −169−3.5% | Reduced |
| Lionsbridge Wealth Management LLC | 4,687 | $2.02M | 1.59% | −122−2.5% | Reduced |
| BayBridge Capital Group, LLC | 4,688 | $2.02M | 1.45% | +80+1.7% | Added |
| Windsor Capital Management, LLC | 4,691 | $2.02M | 0.59% | +126+2.8% | Added |
| Accelerate Investment Advisors LLC | 4,697 | $2.02M | 1.97% | +4,697 | New |
| SK Wealth Management, LLC | 4,701 | $2.02M | 1.04% | +4,701 | New |
| Insight Wealth Partners, LLC | 4,705 | $2.02M | 1.24% | +2,447+108.4% | Added |
| Mainstay Capital Management LLC | 4,706 | $2.02M | 0.34% | +915+24.1% | Added |
| New Jersey Better Educational Savings Trust | 4,709 | $2.03M | 3.83% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 4,727 | $2.03M | 1.32% | −274−5.5% | Reduced |
| C M Bidwell & Associates Ltd | 4,722 | $2.03M | 1.24% | −186−3.8% | Reduced |
| Blue Barn Wealth, LLC | 4,730 | $2.04M | 1.05% | −368−7.2% | Reduced |
| Endowment Wealth Management, Inc. | 4,731 | $2.04M | 1.34% | +146+3.2% | Added |
| Spectrum Planning & Advisory Services Inc. | 4,733 | $2.04M | 1.96% | +33+0.7% | Added |
| Alternative Investment Advisors, LLC. | 4,735 | $2.04M | 1.07% | −5,415−53.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 4,747 | $2.04M | 1.19% | −146−3.0% | Reduced |
| Latash Investments, LLC | 4,750 | $2.04M | 1.88% | −250−5.0% | Reduced |
| Scientech Research LLC | 4,767 | $2.05M | 0.41% | −2,823−37.2% | Reduced |
| Davis Capital Management | 4,768 | $2.05M | 1.62% | +20+0.4% | Added |
| Cannon Wealth Management Services, LLC | 4,771 | $2.05M | 1.88% | +4,771 | New |
| Virtus Investment Advisers, Inc. | 4,789 | $2.06M | 1.62% | −730−13.2% | Reduced |
| Silver Oak Advisory Group, Inc. | 4,793 | $2.06M | 1.06% | −6−0.1% | Reduced |
| Cedar Mountain Advisors, LLC | 4,796 | $2.06M | 0.47% | +4+0.1% | Added |
| Newport Capital Group, LLC | 4,806 | $2.07M | 1.52% | +248+5.4% | Added |
| 1620 Investment Advisors, Inc. | 4,809 | $2.07M | 1.50% | −724−13.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,832 | $2.08M | 1.06% | −99−2.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,841 | $2.08M | 1.05% | −10−0.2% | Reduced |
| Meritas Wealth Management, LLC | 4,854 | $2.09M | 1.29% | +165+3.5% | Added |
| Austin Asset Management Co Inc | 4,862 | $2.09M | 0.41% | +155+3.3% | Added |
| Constant Guidance Financial LLC | 4,863 | $2.09M | 1.71% | −479−9.0% | Reduced |
| Petix & Botte Co | 4,868 | $2.09M | 0.56% | 00.0% | Unchanged |
| Marotta Asset Management | 4,869 | $2.09M | 0.41% | −265−5.2% | Reduced |
| Centennial Wealth Advisory LLC | 4,870 | $2.10M | 0.82% | +501+11.5% | Added |