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
- 2,243 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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 4,870 | $2.10M | 0.82% | +501+11.5% | Added |
| Betterment LLC | 4,873 | $2.10M | 0.01% | +355+7.9% | Added |
| Armor Investment Advisors, LLC | 4,884 | $2.10M | 0.87% | +316+6.9% | Added |
| Cunning Capital Partners, LP | 4,890 | $2.10M | 1.12% | 00.0% | Unchanged |
| Promethium Advisors,llc | 4,892 | $2.11M | 1.49% | +4,892 | New |
| Connective Portfolio Management, LLC | 5,014 | $2.11M | 4.13% | 00.0% | Unchanged |
| Financial Freedom, LLC | 4,915 | $2.11M | 1.12% | +6+0.1% | Added |
| Cypress Capital, LLC | 4,922 | $2.12M | 0.55% | −462−8.6% | Reduced |
| Strategic Equity Management | 4,937 | $2.12M | 1.01% | +3,450+232.0% | Added |
| MBM Wealth Consultants, LLC | 4,964 | $2.14M | 0.67% | +247+5.2% | Added |
| Strategic Advocates LLC | 4,966 | $2.14M | 0.77% | +693+16.2% | Added |
| Yarger Wealth Strategies, LLC | 4,967 | $2.14M | 1.18% | +141+2.9% | Added |
| BlueChip Wealth Advisors LLC | 4,969 | $2.14M | 1.12% | +334+7.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,977 | $2.14M | 1.23% | −212−4.1% | Reduced |
| GG Group Ventures, LLC | 5,022 | $2.14M | 3.13% | −663−11.7% | Reduced |
| Malaga Cove Capital, LLC | 4,987 | $2.15M | 0.86% | +838+20.2% | Added |
| Kaydan Wealth Management, Inc. | 4,999 | $2.15M | 0.63% | −33−0.7% | Reduced |
| Ping Capital Management, Inc. | 5,000 | $2.15M | 1.20% | −1,300−20.6% | Reduced |
| Opus Investment Management Inc | 5,000 | $2.15M | 1.51% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 5,000 | $2.15M | 0.16% | +2,000+66.7% | Added |
| Advent Capital Management | 5,000 | $2.15M | 0.05% | +5,000 | New |
| Koss-Olinger Consulting, LLC | 5,004 | $2.15M | 0.19% | +1,078+27.5% | Added |
| IMZ Advisory Inc | 5,175 | $2.15M | 1.00% | +227+4.6% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,005 | $2.15M | 0.02% | −200−3.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,303 | $2.15M | 1.13% | +50+1.0% | Added |
| EPIQ Capital Group, LLC | 5,016 | $2.16M | 0.62% | +219+4.6% | Added |
| Kraft, Davis & Associates, LLC | 5,314 | $2.16M | 0.64% | +37+0.7% | Added |
| Brand Asset Management Group, Inc. | 5,029 | $2.16M | 0.85% | +1,655+49.1% | Added |
| KRS Capital Management, LLC | 5,031 | $2.17M | 1.58% | −6−0.1% | Reduced |
| US Financial Advisors, LLC | 5,034 | $2.17M | 0.67% | +27+0.5% | Added |
| Greenspring Advisors, LLC | 5,037 | $2.17M | 0.47% | +860+20.6% | Added |
| Code Waechter LLC | 5,038 | $2.17M | 2.07% | +5,038 | New |
| Sequent Planning LLC | 5,041 | $2.17M | 0.75% | +348+7.4% | Added |
| Arvest Investments, Inc. | 5,047 | $2.17M | 0.33% | +139+2.8% | Added |
| Smallwood Wealth Investment Management, LLC | 5,069 | $2.18M | 1.56% | −5−0.1% | Reduced |
| LGL Partners, LLC | 5,080 | $2.19M | 0.31% | −28−0.5% | Reduced |
| Lavaca Capital LLC | 5,088 | $2.19M | 1.05% | −1,974−28.0% | Reduced |
| Carrera Capital Advisors | 5,097 | $2.19M | 0.54% | −843−14.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,102 | $2.19M | 0.23% | +5,102 | New |
| Mainstream Capital Management LLC | 5,106 | $2.20M | 1.87% | +5,106 | New |
| Great Waters Wealth Management | 5,128 | $2.21M | 0.30% | +8+0.2% | Added |
| Eisler Capital (US) LLC | 5,132 | $2.21M | 0.41% | −9,444−64.8% | Reduced |
| RS Crum Inc. | 5,133 | $2.21M | 0.52% | +15+0.3% | Added |
| Doliver Advisors, LP | 5,150 | $2.22M | 0.61% | +911+21.5% | Added |
| Continuum Wealth Advisors, LLC | 5,152 | $2.22M | 1.19% | −22−0.4% | Reduced |
| Pacific Center for Financial Services | 5,162 | $2.22M | 0.58% | +858+19.9% | Added |
| LifePlan Financial, LLC | 5,179 | $2.23M | 1.91% | +100+2.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 5,185 | $2.23M | 1.04% | +459+9.7% | Added |
| Eagle Harbor Asset Management Inc | 5,191 | $2.23M | 2.21% | −59−1.1% | Reduced |
| CJM Wealth Advisers, Ltd. | 5,198 | $2.24M | 0.77% | +442+9.3% | Added |
| Winning Points Advisors, LLC | 7,134 | $2.24M | 4.24% | +7,134 | New |
| Rise Advisors, LLC | 5,209 | $2.24M | 1.07% | −59−1.1% | Reduced |
| PCJ Investment Counsel Ltd. | 5,220 | $2.25M | 0.71% | +220+4.4% | Added |
| Financial & Tax Architects, LLC | 5,233 | $2.25M | 0.58% | +172+3.4% | Added |
| PrairieView Partners, LLC | 5,237 | $2.25M | 0.23% | −146−2.7% | Reduced |
| Arlington Financial Advisors, LLC | 5,238 | $2.25M | 0.46% | +52+1.0% | Added |
| Samjo Management, LLC | 5,250 | $2.26M | 0.78% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5,254 | $2.26M | 0.36% | −66−1.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 5,272 | $2.27M | 1.08% | −55−1.0% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,278 | $2.27M | 0.79% | +126+2.4% | Added |
| Family Asset Management, LLC | 5,288 | $2.28M | 1.37% | −10.0% | Reduced |
| Phillips Financial Management, LLC | 5,289 | $2.28M | 0.18% | −64−1.2% | Reduced |
| Orgel Wealth Management, LLC | 5,297 | $2.28M | 0.06% | −142−2.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,310 | $2.28M | 1.90% | +58+1.1% | Added |
| Ascension Capital Advisors, Inc. | 5,311 | $2.29M | 1.07% | −109−2.0% | Reduced |
| Cedar Wealth Management, LLC | 5,315 | $2.29M | 0.71% | −129−2.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,317 | $2.29M | 0.31% | −51−1.0% | Reduced |
| Precision Wealth Strategies, LLC | 5,318 | $2.29M | 2.12% | +943+21.6% | Added |
| Kades & Cheifetz LLC | 5,356 | $2.30M | 1.32% | +5+0.1% | Added |
| Axq Capital, LP | 5,357 | $2.31M | 0.70% | +358+7.2% | Added |
| Concorde Asset Management, LLC | 5,358 | $2.31M | 1.30% | +360+7.2% | Added |
| Dixon Fnancial Services, Inc. | 5,366 | $2.31M | 1.23% | +153+2.9% | Added |
| Holistic Financial Partners | 5,368 | $2.31M | 1.11% | +230+4.5% | Added |
| Emerald Mutual Fund Advisers Trust | 5,376 | $2.31M | 0.12% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 5,383 | $2.32M | 1.28% | +74+1.4% | Added |
| Krane Funds Advisors LLC | 5,389 | $2.32M | 0.08% | +997+22.7% | Added |
| Texas Capital Bancshares Inc | 5,390 | $2.32M | 0.94% | −25−0.5% | Reduced |
| Hobbs Group Advisors, LLC | 5,483 | $2.32M | 0.83% | +92+1.7% | Added |
| Selkirk Management LLC | 5,400 | $2.32M | 0.95% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 5,414 | $2.33M | 1.09% | +3,486+180.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,419 | $2.33M | 2.10% | −384−6.6% | Reduced |
| Francis Financial, Inc. | 5,431 | $2.34M | 0.62% | +49+0.9% | Added |
| TriaGen Wealth Management LLC | 5,438 | $2.34M | 0.78% | +589+12.1% | Added |
| Twelve Points Wealth Management LLC | 5,450 | $2.35M | 0.74% | +14+0.3% | Added |
| Planning Alternatives Ltd | 5,453 | $2.35M | 0.36% | +159+3.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5,453 | $2.35M | 0.29% | +1,603+41.6% | Added |
| Pinnacle Wealth Management, LLC | 5,455 | $2.35M | 2.81% | −1,655−23.3% | Reduced |
| Northeast Financial Group, Inc. | 5,459 | $2.35M | 0.90% | +660+13.8% | Added |
| Mosley Wealth Management | 5,619 | $2.35M | 1.61% | +1,797+47.0% | Added |
| Flagstone Financial Management | 5,483 | $2.36M | 0.79% | +781+16.6% | Added |
| Arbor Capital Management Inc | 5,576 | $2.36M | 2.23% | −647−10.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 5,486 | $2.36M | 0.61% | +10+0.2% | Added |
| Verdad Advisers, LP | 5,491 | $2.36M | 3.15% | +2,628+91.8% | Added |
| KFG Wealth Management, LLC | 5,492 | $2.36M | 0.51% | +741+15.6% | Added |
| Tolleson Wealth Management, Inc. | 5,506 | $2.37M | 0.45% | −70−1.3% | Reduced |
| Oakwell Private Wealth Management, LLC | 5,513 | $2.37M | 0.68% | −581−9.5% | Reduced |
| Sterling Group Wealth Management, LLC | 5,515 | $2.37M | 1.26% | +23+0.4% | Added |
| OMNI 360 Wealth, Inc. | 5,516 | $2.37M | 1.63% | +1,041+23.3% | Added |
| Grant Street Asset Management, Inc. | 5,521 | $2.38M | 0.70% | +31+0.6% | Added |
| SRN Advisors, LLC | 5,529 | $2.38M | 2.11% | −212−3.7% | Reduced |