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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Portolan Capital Management, LLC | 5,538 | $2.38M | 0.17% | +238+4.5% | Added |
| Cohen & Steers, Inc. | 5,540 | $2.38M | 0.00% | −137−2.4% | Reduced |
| Mainsail Asset Management, LLC | 5,562 | $2.39M | 1.77% | +5+0.1% | Added |
| Campion Asset Management LLC | 5,563 | $2.39M | 1.76% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,578 | $2.40M | 1.88% | +483+9.5% | Added |
| Nova R Wealth, Inc. | 5,581 | $2.40M | 1.18% | −79−1.4% | Reduced |
| Macroview Investment Management LLC | 5,582 | $2.40M | 2.35% | −39−0.7% | Reduced |
| Millington Financial Advisors, LLC | 5,588 | $2.40M | 1.50% | +289+5.5% | Added |
| Alliance Wealth Management Group | 5,592 | $2.41M | 0.64% | −30−0.5% | Reduced |
| Painted Porch Advisors LLC | 5,599 | $2.41M | 1.22% | +17+0.3% | Added |
| Ogorek Anthony Joseph | 5,600 | $2.41M | 0.83% | +41+0.7% | Added |
| BluePointe Capital Management, LLC | 5,605 | $2.41M | 1.56% | −81−1.4% | Reduced |
| Seamount Financial Group Inc | 5,610 | $2.41M | 1.82% | −424−7.0% | Reduced |
| Financial Advisory Corp | 5,620 | $2.42M | 0.90% | +1,700+43.4% | Added |
| Inspirion Wealth Advisors, LLC | 5,620 | $2.42M | 0.34% | +183+3.4% | Added |
| TLWM | 5,623 | $2.42M | 0.49% | +884+18.7% | Added |
| Abound Wealth Management | 5,628 | $2.42M | 0.80% | −20−0.4% | Reduced |
| MorganRosel Wealth Management, LLC | 5,631 | $2.42M | 0.80% | +175+3.2% | Added |
| Lantern Wealth Advisors, LLC | 5,638 | $2.43M | 1.68% | +13+0.2% | Added |
| USAdvisors Wealth Management, LLC | 5,671 | $2.43M | 0.85% | +73+1.3% | Added |
| IFG Advisors, LLC | 5,642 | $2.43M | 0.52% | +357+6.8% | Added |
| JMG Financial Group, Ltd. | 5,643 | $2.43M | 0.08% | −87−1.5% | Reduced |
| Acorns Advisers, LLC | 5,656 | $2.43M | 0.02% | +1,340+31.0% | Added |
| EWG Elevate Inc. | 5,663 | $2.44M | 0.98% | +18+0.3% | Added |
| Copperleaf Capital, LLC | 5,666 | $2.44M | 1.87% | −16−0.3% | Reduced |
| Encompass More Asset Management | 5,673 | $2.44M | 0.93% | +1,692+42.5% | Added |
| Cottonwood Capital Advisors, LLC | 5,676 | $2.44M | 1.79% | −220−3.7% | Reduced |
| Matrix Trust Co | 5,678 | $2.44M | 0.46% | +102+1.8% | Added |
| Fielder Capital Group LLC | 5,694 | $2.45M | 0.81% | −4−0.1% | Reduced |
| Stonekeep Investments, LLC | 5,701 | $2.45M | 1.89% | +297+5.5% | Added |
| Element Capital Management LLC | 5,704 | $2.45M | 0.11% | −42,617−88.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,723 | $2.46M | 0.50% | −640−10.1% | Reduced |
| Intelligent Financial Strategies | 5,727 | $2.46M | 1.36% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 5,731 | $2.47M | 6.79% | −488−7.8% | Reduced |
| One Charles Private Wealth Services, LLC | 5,737 | $2.47M | 0.94% | −3−0.1% | Reduced |
| Security Financial Services, INC. | 5,743 | $2.47M | 0.50% | +109+1.9% | Added |
| AtlasMark Financial, Inc | 5,751 | $2.47M | 2.30% | +5,751 | New |
| LFA - Lugano Financial Advisors SA | 5,757 | $2.48M | 1.68% | +327+6.0% | Added |
| Financial Management Professionals, Inc. | 5,769 | $2.48M | 0.31% | +22+0.4% | Added |
| ERTS Wealth Advisors, LLC | 5,773 | $2.48M | 0.47% | −12−0.2% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,777 | $2.49M | 0.92% | +398+7.4% | Added |
| Index Fund Advisors, Inc. | 5,796 | $2.49M | 0.13% | −496−7.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 5,816 | $2.50M | 0.48% | +177+3.1% | Added |
| Kennedy Investment Group | 5,823 | $2.51M | 1.15% | −33−0.6% | Reduced |
| Global Assets Advisory, LLC | 5,964 | $2.51M | 1.37% | +232+4.0% | Added |
| Anthracite Investment Company, Inc. | 5,836 | $2.51M | 1.19% | +3,200+121.4% | Added |
| Adamsbrown Wealth Consultants LLC | 5,837 | $2.51M | 0.87% | +239+4.3% | Added |
| Tobam | 5,841 | $2.51M | 0.46% | +931+19.0% | Added |
| Shulman DeMeo Asset Management LLC | 5,810 | $2.52M | 0.62% | +288+5.2% | Added |
| Prostatis Group LLC | 5,895 | $2.54M | 0.83% | −176−2.9% | Reduced |
| Trust Co | 5,901 | $2.54M | 0.31% | −242−3.9% | Reduced |
| Thrive Capital Management, LLC | 5,905 | $2.54M | 1.20% | −83−1.4% | Reduced |
| Fountainhead AM, LLC | 5,911 | $2.54M | 0.53% | +207+3.6% | Added |
| Optivise Advisory Services LLC | 5,916 | $2.55M | 1.34% | −1,185−16.7% | Reduced |
| Richardson Financial Services Inc. | 5,706 | $2.55M | 1.62% | +33+0.6% | Added |
| Sterling Wealth Management, Inc. | 5,934 | $2.55M | 0.95% | +2,175+57.9% | Added |
| Quest Partners LLC | 5,935 | $2.55M | 0.23% | +2,172+57.7% | Added |
| Maiden Cove Capital, LLC | 5,948 | $2.56M | 3.99% | +3,088+108.0% | Added |
| Summit Wealth Partners, LLC | 5,970 | $2.57M | 0.49% | −484−7.5% | Reduced |
| Ted Buchan & Co | 5,971 | $2.57M | 1.22% | +230+4.0% | Added |
| Hexagon Capital Partners LLC | 5,992 | $2.58M | 0.50% | +121+2.1% | Added |
| Professional Financial Advisors, LLC | 5,995 | $2.58M | 0.67% | +148+2.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 6,090 | $2.58M | 1.63% | −10−0.2% | Reduced |
| Check Capital Management Inc | 5,996 | $2.58M | 0.18% | +152+2.6% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 6,000 | $2.58M | 9.68% | −142,001−95.9% | Reduced |
| Viking Fund Management LLC | 6,000 | $2.58M | 0.42% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 6,312 | $2.58M | 1.15% | +147+2.4% | Added |
| Legacy Financial Group, Inc. | 6,367 | $2.59M | 0.88% | +929+17.1% | Added |
| Guild Investment Management, Inc. | 6,030 | $2.59M | 2.85% | −37−0.6% | Reduced |
| WealthTrust Asset Management, LLC | 6,032 | $2.60M | 1.93% | −226−3.6% | Reduced |
| Tealwood Asset Management Inc | 6,033 | $2.60M | 1.14% | +49+0.8% | Added |
| Audent Global Asset Management, LLC | 6,071 | $2.61M | 4.46% | −1,550−20.3% | Reduced |
| Rocky Mountain Advisers, LLC | 6,076 | $2.61M | 0.79% | −240−3.8% | Reduced |
| Paradigm Capital Management, LLC | 6,077 | $2.62M | 2.51% | +6,077 | New |
| Up Strategic Wealth Investment Advisors LLC | 6,082 | $2.62M | 2.93% | +1,660+37.5% | Added |
| Bright Futures Wealth Management, LLC. | 6,066 | $2.62M | 1.27% | −136−2.2% | Reduced |
| Advanced Portfolio Management, LLC | 6,101 | $2.63M | 2.70% | −5,287−46.4% | Reduced |
| X-Square Capital, LLC | 6,108 | $2.63M | 1.15% | +129+2.2% | Added |
| M3 Advisory Group, LLC | 6,122 | $2.63M | 1.93% | +675+12.4% | Added |
| Horst & Graben Wealth Management LLC | 6,123 | $2.63M | 0.47% | +102+1.7% | Added |
| Fiducient Advisors LLC | 6,133 | $2.64M | 0.30% | −1,949−24.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 6,140 | $2.64M | 2.11% | −240−3.8% | Reduced |
| Net Worth Advisory Group | 6,147 | $2.65M | 0.78% | +6,147 | New |
| Clifford Group, LLC | 6,160 | $2.65M | 2.06% | +16+0.3% | Added |
| Allstate Corp | 6,160 | $2.65M | 0.25% | −16,999−73.4% | Reduced |
| Seed Wealth Management, Inc. | 6,162 | $2.65M | 2.12% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 6,162 | $2.65M | 0.88% | +6,162 | New |
| PSI Advisors, LLC | 6,178 | $2.66M | 0.78% | −220−3.4% | Reduced |
| Eight 31 Financial LLC | 6,184 | $2.66M | 2.05% | −936−13.1% | Reduced |
| Prepared Retirement Institute LLC | 6,189 | $2.66M | 1.61% | +31+0.5% | Added |
| Paul Damon & Associates, Inc. | 6,192 | $2.66M | 1.72% | +40+0.7% | Added |
| Heritage Investment Group, Inc. | 6,193 | $2.66M | 0.51% | +1,763+39.8% | Added |
| Capasso Planning Partners LLC | 6,194 | $2.67M | 0.79% | −617−9.1% | Reduced |
| Charter Research & Investment Group, Inc. | 6,194 | $2.67M | 1.97% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,199 | $2.67M | 2.10% | +10+0.2% | Added |
| Smith Thornton Advisors LLC | 6,201 | $2.67M | 1.75% | +10+0.2% | Added |
| Arista Wealth Management, LLC | 6,212 | $2.67M | 0.64% | +215+3.6% | Added |
| Element Pointe Advisors, LLC | 6,216 | $2.67M | 0.65% | −647−9.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,223 | $2.68M | 1.32% | −56−0.9% | Reduced |
| Paladin Wealth, LLC | 6,224 | $2.68M | 2.34% | +6,224 | New |