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 |
|---|---|---|---|---|---|
| First International Bank & Trust | 6,884 | $2.96M | 0.95% | +21+0.3% | Added |
| Brooktree Capital Management | 6,889 | $2.96M | 2.41% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 6,896 | $2.97M | 0.67% | +114+1.7% | Added |
| Conscious Wealth Investments, LLC | 6,990 | $2.97M | 2.04% | +4+0.1% | Added |
| O'Dell Group, LLC | 6,898 | $2.97M | 0.66% | +109+1.6% | Added |
| Cooper/Haims Advisors, LLC | 6,903 | $2.97M | 1.63% | −4,566−39.8% | Reduced |
| Motive Wealth Advisors | 6,657 | $2.98M | 1.79% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 6,921 | $2.98M | 2.47% | −21−0.3% | Reduced |
| Northern Capital Management, Inc. | 6,922 | $2.98M | 1.88% | +86+1.3% | Added |
| Lipe & Dalton | 6,933 | $2.98M | 1.51% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,939 | $2.99M | 0.82% | +154+2.3% | Added |
| Gen-Wealth Partners Inc | 6,915 | $2.99M | 1.31% | +656+10.5% | Added |
| Spectrum Strategic Capital Management, LLC | 6,956 | $2.99M | 2.03% | +209+3.1% | Added |
| Quartz Partners, LLC | 6,964 | $3.00M | 1.88% | +6,964 | New |
| Waycross Investment Management Co | 6,966 | $3.00M | 2.76% | −609−8.0% | Reduced |
| Per Stirling Capital Management, LLC. | 6,976 | $3.00M | 0.42% | +353+5.3% | Added |
| Shira Ridge Wealth Management | 6,980 | $3.00M | 1.53% | −359−4.9% | Reduced |
| Vivid Wealth Management, LLC | 6,986 | $3.01M | 1.57% | −316−4.3% | Reduced |
| Nia Impact Advisors, LLC | 7,002 | $3.01M | 1.00% | −125−1.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,011 | $3.02M | 1.01% | −960−12.0% | Reduced |
| RIA Advisory Group LLC | 7,021 | $3.02M | 1.07% | +7,021 | New |
| Resolute Wealth Strategies, LLC | 7,036 | $3.03M | 1.57% | −111−1.6% | Reduced |
| Braun-Bostich & Associates Inc. | 7,039 | $3.03M | 2.11% | +40+0.6% | Added |
| SFG Wealth Management, LLC. | 7,047 | $3.03M | 1.61% | −98−1.4% | Reduced |
| Aspen Wealth Strategies, LLC | 7,058 | $3.04M | 1.96% | +76+1.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 7,074 | $3.04M | 4.05% | −9,567−57.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,074 | $3.04M | 2.07% | −521−6.9% | Reduced |
| Syntax Research, Inc. | 7,085 | $3.05M | 2.06% | −493−6.5% | Reduced |
| West Wealth Group, LLC | 7,086 | $3.05M | 0.99% | +200+2.9% | Added |
| Tennessee Valley Asset Management Partners | 7,125 | $3.06M | 0.51% | −97−1.3% | Reduced |
| Sage Private Wealth Group, LLC | 7,127 | $3.07M | 2.42% | +89+1.3% | Added |
| Advisory Resource Group | 7,141 | $3.07M | 0.66% | −66−0.9% | Reduced |
| Onyx Financial Advisors, LLC | 7,142 | $3.07M | 1.69% | +114+1.6% | Added |
| Idaho Trust Bank | 7,143 | $3.07M | 1.48% | +81+1.1% | Added |
| Vantage Financial Partners, LLC | 7,159 | $3.08M | 0.76% | +4,738+195.7% | Added |
| Gerber, LLC | 7,160 | $3.08M | 2.26% | +20+0.3% | Added |
| CMG Global Holdings, LLC | 7,161 | $3.08M | 1.74% | +225+3.2% | Added |
| Silverleafe Capital Partners, LLC | 7,163 | $3.08M | 1.09% | +11+0.2% | Added |
| Granger Management LLC | 7,174 | $3.09M | 0.61% | −1,571−18.0% | Reduced |
| Gill Capital Partners, LLC | 7,175 | $3.09M | 1.11% | +234+3.4% | Added |
| Taylor Financial Group, Inc. | 7,199 | $3.10M | 2.14% | 00.0% | Unchanged |
| TD Capital Management LLC | 7,242 | $3.12M | 0.31% | +149+2.1% | Added |
| Cranbrook Wealth Management, LLC | 7,243 | $3.12M | 0.71% | +146+2.1% | Added |
| Wintrust Investments LLC | 7,244 | $3.12M | 2.31% | −66,260−90.1% | Reduced |
| Creekmur Asset Management LLC | 7,245 | $3.12M | 0.73% | +225+3.2% | Added |
| First Citizens Financial Corp | 7,245 | $3.12M | 1.65% | −23−0.3% | Reduced |
| HighVista Strategies LLC | 7,258 | $3.12M | 1.08% | −1,900−20.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 7,261 | $3.12M | 1.14% | −121−1.6% | Reduced |
| Custom Index Systems, LLC | 7,262 | $3.12M | 1.69% | +1,190+19.6% | Added |
| Sunflower Bank, N.A. | 7,263 | $3.13M | 0.86% | −59−0.8% | Reduced |
| Operose Advisors LLC | 7,268 | $3.13M | 1.01% | +666+10.1% | Added |
| Collective Family Office LLC | 7,270 | $3.13M | 0.85% | −623−7.9% | Reduced |
| Argus Investors' Counsel, Inc. | 7,296 | $3.14M | 2.05% | −1,173−13.9% | Reduced |
| Keeler Thomas Management LLC | 7,297 | $3.14M | 0.99% | +317+4.5% | Added |
| Iron Financial, LLC | 7,323 | $3.15M | 1.71% | −438−5.6% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 7,335 | $3.16M | 1.19% | +365+5.2% | Added |
| Heritage Family Offices, LLP | 7,338 | $3.16M | 1.63% | −298−3.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 7,352 | $3.16M | 1.01% | +71+1.0% | Added |
| Acima Private Wealth, LLC | 7,357 | $3.17M | 1.06% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 7,361 | $3.17M | 0.55% | +223+3.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 7,369 | $3.17M | 2.64% | −422−5.4% | Reduced |
| Sage Capital Management, LLC | 7,387 | $3.18M | 1.52% | +10+0.1% | Added |
| Watershed Private Wealth LLC | 7,389 | $3.18M | 1.27% | +120+1.7% | Added |
| Kaizen Financial Strategies | 7,395 | $3.18M | 1.85% | +156+2.2% | Added |
| Landscape Capital Management, L.L.C. | 7,396 | $3.18M | 0.32% | −1,647−18.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,417 | $3.19M | 0.49% | +479+6.9% | Added |
| Park Edge Advisors, LLC | 7,422 | $3.19M | 0.91% | +231+3.2% | Added |
| Human Investing LLC | 7,438 | $3.20M | 0.58% | +45+0.6% | Added |
| Lion Street Advisors, LLC | 7,442 | $3.20M | 1.12% | −114−1.5% | Reduced |
| Sutton Place Investors LLC | 7,454 | $3.21M | 1.96% | +290+4.0% | Added |
| Group One Trading, L.P. | 7,454 | $3.21M | 0.13% | −241,110−97.0% | Reduced |
| Genesee Capital Advisors, LLC | 7,457 | $3.21M | 1.55% | −492−6.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 7,459 | $3.21M | 4.01% | +7,459 | New |
| Granite Harbor Advisors, Inc. | 7,466 | $3.21M | 1.86% | +1,480+24.7% | Added |
| BOS Asset Management, LLC | 7,467 | $3.21M | 1.18% | +45+0.6% | Added |
| Meridian Wealth Partners, LLC | 7,467 | $3.21M | 0.50% | −279−3.6% | Reduced |
| Detalus Advisors, LLC | 7,469 | $3.21M | 1.07% | +333+4.7% | Added |
| Proquility Private Wealth Partners, LLC | 7,480 | $3.22M | 1.03% | +508+7.3% | Added |
| New England Asset Management Inc | 7,490 | $3.22M | 0.50% | −3,050−28.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,494 | $3.22M | 0.76% | +502+7.2% | Added |
| Townsend & Associates, Inc | 7,600 | $3.23M | 0.33% | −146−1.9% | Reduced |
| Fiduciary Planning LLC | 7,530 | $3.24M | 1.10% | −81−1.1% | Reduced |
| Truepoint, Inc. | 7,538 | $3.24M | 0.09% | +2,413+47.1% | Added |
| N.E.W. Advisory Services LLC | 7,544 | $3.25M | 0.32% | −113−1.5% | Reduced |
| New Insight Wealth Advisors | 7,569 | $3.26M | 1.71% | +188+2.5% | Added |
| Napatree Capital LLC | 7,575 | $3.26M | 2.27% | +708+10.3% | Added |
| DecisionPoint Financial, LLC | 7,577 | $3.26M | 1.03% | +14+0.2% | Added |
| Lakewood Asset Management LLC | 7,579 | $3.26M | 2.23% | −11−0.1% | Reduced |
| Capital Markets Trading UK LLP | 7,598 | $3.27M | 3.03% | +4,517+146.6% | Added |
| Alhambra Investment Partners LLC | 7,601 | $3.27M | 1.70% | +16+0.2% | Added |
| Oder Investment Management, LLC | 7,602 | $3.27M | 2.81% | +101+1.3% | Added |
| Pine Ridge Advisers LLC | 7,610 | $3.27M | 0.33% | 00.0% | Unchanged |
| Montis Financial, LLC | 7,610 | $3.27M | 1.16% | +486+6.8% | Added |
| MPS Loria Financial Planners, LLC | 7,610 | $3.27M | 0.98% | −142−1.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 7,792 | $3.28M | 1.82% | −14,344−64.8% | Reduced |
| FSA Advisors, Inc. | 7,531 | $3.28M | 3.27% | −282−3.6% | Reduced |
| Davidson Capital Management Inc. | 7,635 | $3.29M | 0.95% | +152+2.0% | Added |
| East Coast Asset Management, LLC. | 7,643 | $3.29M | 1.09% | −717−8.6% | Reduced |
| Symphony Financial Services, Inc. | 9,552 | $3.29M | 2.80% | +1,887+24.6% | Added |
| Secured Retirement Advisors, LLC | 7,653 | $3.29M | 2.37% | +209+2.8% | Added |