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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 6,227 | $2.68M | 1.55% | −554−8.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,245 | $2.69M | 0.78% | −496−7.4% | Reduced |
| Petra Financial Advisors Inc | 6,251 | $2.69M | 1.77% | −71−1.1% | Reduced |
| Phillips Wealth Planners LLC | 6,473 | $2.69M | 2.58% | +320+5.2% | Added |
| White Lighthouse Investment Management Inc. | 6,267 | $2.70M | 0.48% | −63−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 6,269 | $2.70M | 1.97% | −236−3.6% | Reduced |
| 360 Financial, Inc. | 6,282 | $2.70M | 1.00% | +480+8.3% | Added |
| WealthCare Investment Partners, LLC | 6,617 | $2.71M | 1.19% | −999−13.1% | Reduced |
| Doheny Asset Management | 6,301 | $2.71M | 1.85% | −110−1.7% | Reduced |
| Trevian Wealth Management LLC | 6,305 | $2.71M | 2.22% | +6,305 | New |
| RPS Advisory Solutions LLC | 6,315 | $2.72M | 1.95% | −374−5.6% | Reduced |
| Cherrydale Wealth Management, LLC | 6,319 | $2.72M | 1.11% | +26+0.4% | Added |
| Fortune Financial Advisors, LLC | 6,323 | $2.72M | 2.46% | −12,514−66.4% | Reduced |
| TrueWealth Financial Partners | 6,324 | $2.72M | 1.64% | −25−0.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 6,327 | $2.72M | 1.94% | −19−0.3% | Reduced |
| Tillman Hartley LLC | 6,329 | $2.72M | 0.81% | −1,089−14.7% | Reduced |
| Eagle Wealth Strategies LLC | 6,330 | $2.72M | 1.99% | +880+16.1% | Added |
| Elmwood Wealth Management, Inc. | 6,335 | $2.73M | 1.12% | +2,182+52.5% | Added |
| First National Bank Sioux Falls | 6,340 | $2.73M | 1.24% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 6,347 | $2.73M | 0.91% | −239−3.6% | Reduced |
| Birchbrook, Inc. | 6,348 | $2.73M | 1.51% | +45+0.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 6,373 | $2.74M | 0.46% | +143+2.3% | Added |
| Creekside Partners | 6,377 | $2.74M | 1.42% | −64−1.0% | Reduced |
| Fca Corp | 6,385 | $2.75M | 0.84% | +11+0.2% | Added |
| Private Capital Management, LLC | 6,386 | $2.75M | 0.30% | −568−8.2% | Reduced |
| Pathway Financial Advisors LLC | 6,389 | $2.75M | 0.71% | −137−2.1% | Reduced |
| G&S Capital LLC | 6,407 | $2.76M | 1.16% | +434+7.3% | Added |
| Private Client Services, LLC | 6,408 | $2.76M | 1.48% | −1,937−23.2% | Reduced |
| Black Diamond Financial, LLC | 6,421 | $2.76M | 0.47% | +549+9.3% | Added |
| Full Sail Capital, LLC | 6,425 | $2.76M | 0.18% | −882−12.1% | Reduced |
| Olistico Wealth, LLC | 6,426 | $2.77M | 1.69% | −616−8.7% | Reduced |
| Sonoma Private Wealth LLC | 6,428 | $2.77M | 4.31% | +39+0.6% | Added |
| Groesbeck Investment Management Corp | 6,429 | $2.77M | 4.06% | −28−0.4% | Reduced |
| Neumann Capital Management, LLC | 6,432 | $2.77M | 0.92% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 6,434 | $2.77M | 0.56% | +474+8.0% | Added |
| New World Advisors LLC | 6,438 | $2.77M | 0.72% | −568−8.1% | Reduced |
| WealthCollab, LLC | 6,449 | $2.78M | 1.83% | −429−6.2% | Reduced |
| ZRC Wealth Management, LLC | 6,452 | $2.78M | 1.19% | −689−9.6% | Reduced |
| Seven Post Investment Office LP | 6,462 | $2.78M | 0.42% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 6,463 | $2.78M | 2.02% | −270−4.0% | Reduced |
| Arq Wealth Advisors, LLC | 6,681 | $2.79M | 1.05% | +81+1.2% | Added |
| Sentinus, LLC | 6,484 | $2.79M | 1.05% | +813+14.3% | Added |
| Magnolia Capital Management Ltd | 6,489 | $2.79M | 2.22% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 6,493 | $2.79M | 2.14% | +300+4.8% | Added |
| Sharkey, Howes & Javer | 6,504 | $2.80M | 0.40% | −143−2.2% | Reduced |
| Values Added Financial LLC | 6,508 | $2.80M | 1.77% | −1,043−13.8% | Reduced |
| Point72 (DIFC) Ltd | 6,511 | $2.80M | 0.22% | −8,758−57.4% | Reduced |
| CHB Investment Group, LLC | 6,517 | $2.80M | 1.49% | +6,517 | New |
| Cedrus LLC | 6,534 | $2.81M | 1.04% | +1,295+24.7% | Added |
| Sciencast Management LP | 6,535 | $2.81M | 0.83% | +1,209+22.7% | Added |
| Ruggaard & Associates LLC | 6,540 | $2.81M | 1.22% | −20.0% | Reduced |
| Summit Wealth Group, LLC | 6,549 | $2.82M | 0.81% | +5+0.1% | Added |
| Nottingham Advisors, Inc. | 6,549 | $2.82M | 0.31% | −3,693−36.1% | Reduced |
| Paulson Wealth Management Inc. | 6,576 | $2.83M | 0.76% | +128+2.0% | Added |
| Burkett Financial Services, LLC | 6,579 | $2.83M | 1.17% | −77−1.2% | Reduced |
| Deane Retirement Strategies, Inc. | 6,586 | $2.83M | 1.38% | +18+0.3% | Added |
| Retirement Income Solutions, Inc | 6,589 | $2.84M | 0.65% | +27+0.4% | Added |
| Horan Securities, Inc. | 6,603 | $2.84M | 1.10% | +314+5.0% | Added |
| Ade, LLC | 6,606 | $2.84M | 1.75% | −8−0.1% | Reduced |
| Burton Enright Welch | 6,613 | $2.85M | 0.61% | −29−0.4% | Reduced |
| Atlas Wealth Partners, LLC | 6,615 | $2.85M | 4.34% | +6,615 | New |
| Warwick Investment Management, Inc. | 6,626 | $2.85M | 0.68% | +276+4.3% | Added |
| Cortland Associates Inc | 6,631 | $2.85M | 0.35% | −158−2.3% | Reduced |
| Triton Wealth Management, PLLC | 6,765 | $2.85M | 1.62% | +561+9.0% | Added |
| Eads & Heald Wealth Management | 6,639 | $2.86M | 1.35% | −125−1.8% | Reduced |
| PCG Wealth Advisors, LLC | 6,662 | $2.87M | 1.11% | +1,145+20.8% | Added |
| Latitude Advisors, LLC | 6,663 | $2.87M | 1.62% | +18+0.3% | Added |
| Twin City Private Wealth, LLC | 6,666 | $2.87M | 2.49% | +418+6.7% | Added |
| Altiora Financial Group, LLC | 6,670 | $2.87M | 0.63% | +8+0.1% | Added |
| RVW Wealth, LLC | 6,673 | $2.87M | 0.27% | −123−1.8% | Reduced |
| Jessup Wealth Management, Inc | 6,684 | $2.88M | 1.32% | −378−5.4% | Reduced |
| Mascoma Wealth Management LLC | 6,698 | $2.88M | 0.72% | −182−2.6% | Reduced |
| AllSquare Wealth Management LLC | 6,699 | $2.88M | 1.64% | +44+0.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,700 | $2.88M | 2.30% | −82−1.2% | Reduced |
| Wolff Financial Management LLC | 6,701 | $2.88M | 0.78% | +6,701 | New |
| Lynx Capital Group Ltd | 6,717 | $2.89M | 1.87% | −824−10.9% | Reduced |
| Acorn Creek Capital LLC | 6,721 | $2.89M | 1.53% | +1,647+32.5% | Added |
| Talisman Wealth Advisors LLC | 6,757 | $2.89M | 3.05% | −21−0.3% | Reduced |
| FF Advisors,LLC | 6,924 | $2.90M | 1.89% | 00.0% | Unchanged |
| Private Management Group Inc | 6,746 | $2.90M | 0.10% | −23−0.3% | Reduced |
| Retirement Capital Strategies | 6,767 | $2.91M | 1.14% | −160−2.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 6,768 | $2.91M | 0.25% | −876−11.5% | Reduced |
| FOCUS Wealth Advisors, LLC | 6,769 | $2.91M | 1.45% | −155−2.2% | Reduced |
| Dunhill Financial, LLC | 6,770 | $2.91M | 1.50% | +1,224+22.1% | Added |
| Facet Wealth, Inc. | 7,100 | $2.91M | 0.08% | +805+12.8% | Added |
| Westshore Wealth, LLC | 6,774 | $2.91M | 1.19% | +104+1.6% | Added |
| Lansing Street Advisors | 6,776 | $2.92M | 1.07% | +249+3.8% | Added |
| Ibex Wealth Advisors | 9,652 | $2.92M | 0.94% | −64,798−87.0% | Reduced |
| Capstone Wealth Management Group, LLC | 6,791 | $2.92M | 1.73% | −6−0.1% | Reduced |
| Fortitude Family Office, LLC | 6,792 | $2.92M | 1.16% | +3,009+79.5% | Added |
| Parkside Advisors LLC | 6,794 | $2.92M | 0.69% | −50−0.7% | Reduced |
| Twin Focus Capital Partners, LLC | 6,797 | $2.92M | 0.46% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 6,810 | $2.93M | 0.66% | −24−0.4% | Reduced |
| Pure Portfolios Holdings LLC | 6,823 | $2.94M | 1.11% | +6,823 | New |
| Investmark Advisory Group LLC | 6,829 | $2.94M | 1.43% | −14−0.2% | Reduced |
| Hanlon Investment Management, Inc. | 6,836 | $2.94M | 0.82% | +405+6.3% | Added |
| Riversedge Advisors, LLC | 6,850 | $2.95M | 0.67% | −118−1.7% | Reduced |
| Intrepid Financial Planning Group LLC | 6,851 | $2.95M | 1.26% | −360−5.0% | Reduced |
| Heritage Wealth Partners, LLC | 6,852 | $2.95M | 3.47% | −437−6.0% | Reduced |
| Navalign, LLC | 6,855 | $2.95M | 0.87% | +99+1.5% | Added |