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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 7,663 | $3.30M | 3.89% | +423+5.8% | Added |
| Farrow Financial Inc. | 7,669 | $3.30M | 2.08% | +129+1.7% | Added |
| Gould Asset Management LLC | 7,671 | $3.30M | 0.71% | −519−6.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,680 | $3.30M | 1.16% | −124−1.6% | Reduced |
| Dimension Capital Management LLC | 7,681 | $3.31M | 0.62% | −107−1.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 7,691 | $3.31M | 1.10% | −111−1.4% | Reduced |
| Coastwise Capital Group, LLC | 7,695 | $3.31M | 2.73% | +982+14.6% | Added |
| Old North State Wealth Management, LLC | 7,681 | $3.31M | 1.86% | +423+5.8% | Added |
| Baker Boyer National Bank | 7,701 | $3.31M | 1.11% | −1,105−12.5% | Reduced |
| Campbell Wealth Management | 7,703 | $3.31M | 0.30% | +7,703 | New |
| Wallace Advisory Group, LLC | 7,441 | $3.33M | 2.43% | −133−1.8% | Reduced |
| First National Corp | 7,748 | $3.33M | 0.74% | +73+1.0% | Added |
| Pettinga Financial Advisors, LLC | 7,749 | $3.33M | 0.79% | +109+1.4% | Added |
| MRP Capital Investments, LLC | 7,757 | $3.34M | 3.18% | −1,139−12.8% | Reduced |
| NorthStar Asset Management LLC | 7,757 | $3.34M | 2.23% | −172−2.2% | Reduced |
| Peak Financial Advisors LLC | 7,757 | $3.34M | 1.72% | +6,981+899.6% | Added |
| Tevis Investment Management | 7,759 | $3.34M | 2.47% | +593+8.3% | Added |
| Wescott Financial Advisory Group, LLC | 7,777 | $3.35M | 0.36% | +68+0.9% | Added |
| NCP Inc. | 7,784 | $3.35M | 1.91% | −747−8.8% | Reduced |
| BBJS Financial Advisors, LLC | 7,807 | $3.36M | 1.20% | +7,428+1,959.9% | Added |
| Correct Capital Wealth Management | 7,809 | $3.36M | 0.74% | +550+7.6% | Added |
| BluePath Capital Management, LLC | 7,827 | $3.37M | 2.11% | −1,145−12.8% | Reduced |
| Heartwood Wealth Advisors LLC | 7,831 | $3.37M | 0.37% | −143−1.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,832 | $3.37M | 1.38% | +1,166+17.5% | Added |
| Merrion Investment Management Co, LLC | 7,836 | $3.37M | 2.22% | −15−0.2% | Reduced |
| Running Point Capital Advisors, LLC | 7,838 | $3.37M | 1.30% | −238−2.9% | Reduced |
| Rosenberg Matthew Hamilton | 7,856 | $3.38M | 0.88% | +1,229+18.5% | Added |
| MinichMacGregor Wealth Management, LLC | 7,860 | $3.38M | 0.73% | +35+0.4% | Added |
| LaSalle St. Investment Advisors, LLC | 7,864 | $3.38M | 1.33% | +2,649+50.8% | Added |
| SJS Investment Consulting Inc. | 7,867 | $3.39M | 0.60% | −59−0.7% | Reduced |
| Round Hill Asset Management | 7,871 | $3.39M | 2.24% | +137+1.8% | Added |
| S. R. Schill & Associates | 7,873 | $3.39M | 2.40% | −9,556−54.8% | Reduced |
| Howard Bailey Securities, LLC | 7,879 | $3.39M | 1.28% | +7,879 | New |
| Hill Island Financial LLC | 7,894 | $3.40M | 1.03% | +364+4.8% | Added |
| Hilltop Partners LLC | 7,897 | $3.40M | 1.14% | +524+7.1% | Added |
| Cherry Tree Wealth Management, LLC | 7,902 | $3.40M | 0.81% | −500−6.0% | Reduced |
| Magnolia Capital Advisors LLC | 7,908 | $3.40M | 1.70% | +445+6.0% | Added |
| Cutter & CO Brokerage, Inc. | 7,909 | $3.40M | 0.77% | −580−6.8% | Reduced |
| Foresight Capital Management Advisors, Inc. | 7,912 | $3.40M | 2.02% | +264+3.5% | Added |
| Camarda Financial Advisors, LLC | 7,913 | $3.41M | 1.28% | +73+0.9% | Added |
| Cascade Investment Group, Inc. | 7,917 | $3.41M | 2.50% | −651−7.6% | Reduced |
| Driehaus Capital Management LLC | 7,918 | $3.41M | 0.03% | −2,409−23.3% | Reduced |
| J.Safra Asset Management Corp | 7,978 | $3.41M | 0.32% | +1,491+23.0% | Added |
| Geneva Capital Management LLC | 7,942 | $3.42M | 0.06% | −689−8.0% | Reduced |
| Power Wealth Management LLC | 7,942 | $3.42M | 1.46% | +712+9.8% | Added |
| Meridian Financial, LLC | 7,942 | $3.42M | 2.28% | −60−0.7% | Reduced |
| Birchcreek Wealth Management, LLC | 7,947 | $3.42M | 2.24% | −56−0.7% | Reduced |
| Legacy Bridge, LLC | 7,951 | $3.42M | 1.84% | −681−7.9% | Reduced |
| Aua Capital Management, LLC | 7,959 | $3.42M | 1.98% | −185−2.3% | Reduced |
| Brendel Financial Advisors LLC | 7,964 | $3.43M | 1.94% | +168+2.2% | Added |
| Ariadne Wealth Management, LP | 8,059 | $3.43M | 1.87% | +453+6.0% | Added |
| TPG Advisors LLC | 7,970 | $3.43M | 2.68% | −313−3.8% | Reduced |
| Stamos Capital Partners, L.P. | 7,970 | $3.43M | 0.81% | +190+2.4% | Added |
| Grace & White Inc | 7,975 | $3.43M | 0.62% | −1,175−12.8% | Reduced |
| Forge First Asset Management Inc. | 7,975 | $3.43M | 1.88% | −1,100−12.1% | Reduced |
| Forest Hill Capital, LLC | 8,000 | $3.44M | 2.61% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 8,000 | $3.44M | 0.99% | +53+0.7% | Added |
| Capital Management Associates, Inc | 8,005 | $3.44M | 1.41% | +3,360+72.3% | Added |
| Willner & Heller, LLC | 8,006 | $3.45M | 3.07% | +590+8.0% | Added |
| Silvia McColl Wealth Management, LLC | 8,031 | $3.46M | 2.59% | −1,023−11.3% | Reduced |
| State of Wyoming | 8,047 | $3.46M | 0.49% | −14,424−64.2% | Reduced |
| Activest Wealth Management | 8,056 | $3.47M | 1.07% | −153−1.9% | Reduced |
| Rockbridge Investment Management, LCC | 8,064 | $3.47M | 0.45% | −57−0.7% | Reduced |
| Riverpark Capital Management LLC | 8,072 | $3.47M | 6.32% | −1,800−18.2% | Reduced |
| Washburn Capital Management, Inc. | 8,072 | $3.47M | 2.49% | +143+1.8% | Added |
| Abel Hall, LLC | 8,093 | $3.48M | 2.28% | +190+2.4% | Added |
| Safeguard Financial, LLC | 8,096 | $3.48M | 0.82% | +845+11.7% | Added |
| Dalton Investments LLC | 8,100 | $3.49M | 2.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 8,360 | $3.49M | 1.64% | −242−2.8% | Reduced |
| Fidelity D & D Bancorp Inc | 8,109 | $3.49M | 2.32% | −77−0.9% | Reduced |
| Guerra Pan Advisors, LLC | 8,110 | $3.49M | 2.79% | +31+0.4% | Added |
| Verum Partners LLC | 8,116 | $3.49M | 1.02% | +30.0% | Added |
| Objective Capital Management, LLC | 8,121 | $3.49M | 2.05% | +8,121 | New |
| Select Asset Management & Trust | 8,133 | $3.50M | 1.29% | +11+0.1% | Added |
| Sym Financial Corp | 8,144 | $3.50M | 0.47% | +305+3.9% | Added |
| Heritage Financial Services, LLC | 8,157 | $3.51M | 0.47% | −9−0.1% | Reduced |
| Aletheian Wealth Advisors LLC | 8,165 | $3.51M | 2.05% | −4,998−38.0% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 8,166 | $3.51M | 3.19% | +7+0.1% | Added |
| Alexander Randolph Advisory, Inc. | 8,171 | $3.52M | 3.11% | −30−0.4% | Reduced |
| Farrell Financial LLC | 8,347 | $3.53M | 2.49% | +169+2.1% | Added |
| Boomfish Wealth Group, LLC | 8,197 | $3.53M | 2.16% | −213−2.5% | Reduced |
| Partnership Wealth Management, LLC | 8,201 | $3.53M | 2.49% | −1,218−12.9% | Reduced |
| Fairscale Capital, LLC | 8,227 | $3.54M | 3.10% | −272−3.2% | Reduced |
| New Capital Management LP | 8,267 | $3.56M | 1.00% | +15+0.2% | Added |
| LSP Investment Advisors, LLC | 8,280 | $3.56M | 1.92% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 8,286 | $3.57M | 2.15% | −630−7.1% | Reduced |
| WMG Financial Advisors, LLC | 8,295 | $3.57M | 1.61% | +1,181+16.6% | Added |
| VisionPoint Advisory Group, LLC | 8,295 | $3.57M | 1.20% | −300−3.5% | Reduced |
| Almanack Investment Partners, LLC. | 8,323 | $3.58M | 0.56% | −15−0.2% | Reduced |
| Ninepoint Partners LP | 8,343 | $3.59M | 0.47% | −1,086−11.5% | Reduced |
| Walker Financial Services, Inc. | 8,347 | $3.59M | 2.43% | +78+0.9% | Added |
| Precedent Wealth Partners, LLC | 8,349 | $3.59M | 1.18% | +372+4.7% | Added |
| NDVR, Inc. | 8,422 | $3.60M | 3.70% | +144+1.7% | Added |
| D. Scott Neal, Inc. | 8,386 | $3.61M | 1.91% | 00.0% | Unchanged |
| Arlington Partners LLC | 8,389 | $3.61M | 1.41% | +1,374+19.6% | Added |
| Cora Capital Advisors LLC | 8,391 | $3.61M | 1.78% | −202−2.4% | Reduced |
| Oliver Luxxe Assets LLC | 8,402 | $3.62M | 0.65% | −84−1.0% | Reduced |
| Criterion Capital Advisors, LLC | 8,106 | $3.62M | 2.28% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 8,427 | $3.63M | 0.83% | +129+1.6% | Added |
| Prentiss Smith & Co Inc | 8,429 | $3.63M | 2.32% | 00.0% | Unchanged |