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 |
|---|---|---|---|---|---|
| Southern Capital Advisors, LLC | 8,432 | $3.63M | 2.04% | +1,128+15.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 8,438 | $3.63M | 0.90% | +2,317+37.9% | Added |
| Monte Financial Group, LLC | 8,449 | $3.64M | 1.51% | +249+3.0% | Added |
| Blue Square Asset Management, LLC | 8,458 | $3.64M | 1.96% | +210+2.5% | Added |
| Twin Lakes Capital Management, LLC | 8,464 | $3.64M | 2.35% | −22−0.3% | Reduced |
| Vigilare Wealth Management | 8,468 | $3.64M | 1.47% | −103−1.2% | Reduced |
| Barrett & Company, Inc. | 8,474 | $3.65M | 1.58% | −1,126−11.7% | Reduced |
| Northwest Wealth Management, LLC | 8,483 | $3.65M | 0.85% | −203−2.3% | Reduced |
| Seelaus Asset Management LLC | 8,508 | $3.66M | 3.35% | +1,930+29.3% | Added |
| VELA Investment Management, LLC | 8,508 | $3.66M | 1.25% | −30.0% | Reduced |
| GFG Capital, LLC | 16,811 | $3.66M | 1.48% | −2,254−11.8% | Reduced |
| Windmill Hill Asset Management Ltd | 8,516 | $3.66M | 1.96% | +973+12.9% | Added |
| Canandaigua National Trust Co of Florida | 8,520 | $3.67M | 3.15% | +8,520 | New |
| Salvus Wealth Management, LLC | 8,535 | $3.67M | 2.25% | −111−1.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 8,829 | $3.68M | 1.25% | +30+0.3% | Added |
| Fonville Wealth Management LLC | 8,565 | $3.69M | 1.27% | +1,000+13.2% | Added |
| Legacy Financial Strategies, LLC | 8,565 | $3.69M | 0.81% | +447+5.5% | Added |
| Sterneck Capital Management, LLC | 8,574 | $3.69M | 2.00% | +755+9.7% | Added |
| Tsai Capital Corp | 8,576 | $3.69M | 3.00% | +95+1.1% | Added |
| Opes Wealth Management LLC | 8,578 | $3.69M | 0.71% | −121−1.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,579 | $3.69M | 2.12% | +21+0.2% | Added |
| Wagner Wealth Management, LLC | 8,587 | $3.70M | 1.00% | −1,361−13.7% | Reduced |
| Wilson & Boucher Capital Management, LLC | 8,593 | $3.70M | 2.55% | −108−1.2% | Reduced |
| Firestone Capital Management | 8,595 | $3.70M | 0.93% | +984+12.9% | Added |
| Baron Wealth Management LLC | 8,609 | $3.70M | 1.78% | −263−3.0% | Reduced |
| Fiduciary Financial Group, LLC | 8,936 | $3.71M | 0.85% | +254+2.9% | Added |
| IAM Advisory, LLC | 8,616 | $3.71M | 0.94% | −176−2.0% | Reduced |
| Islay Capital Management, LLC | 8,622 | $3.71M | 2.49% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8,625 | $3.71M | 0.91% | −388−4.3% | Reduced |
| Rede Wealth, LLC | 8,626 | $3.71M | 1.42% | +126+1.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,627 | $3.71M | 1.48% | +36+0.4% | Added |
| Northern Financial Advisors Inc | 8,632 | $3.71M | 2.82% | −223−2.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 8,642 | $3.72M | 0.46% | +78+0.9% | Added |
| Ifrah Financial Services, Inc. | 8,647 | $3.72M | 1.00% | +100+1.2% | Added |
| Legacy Capital Wealth Partners, LLC | 8,655 | $3.72M | 0.74% | −313−3.5% | Reduced |
| American Planning Services, Inc. | 8,662 | $3.73M | 2.95% | +219+2.6% | Added |
| Westhampton Capital, LLC | 8,684 | $3.74M | 1.90% | +160+1.9% | Added |
| Warren Street Wealth Advisors, LLC | 8,687 | $3.74M | 1.55% | +399+4.8% | Added |
| Bullseye Investment Management, LLC | 8,979 | $3.75M | 2.19% | +232+2.7% | Added |
| Milestone Asset Management, LLC | 8,727 | $3.76M | 0.84% | −11,650−57.2% | Reduced |
| DMG Group, LLC | 8,731 | $3.76M | 3.04% | −118−1.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,745 | $3.76M | 1.87% | +14+0.2% | Added |
| Nebula Research & Development LLC | 8,758 | $3.77M | 0.45% | +8,758 | New |
| Proactive Wealth Strategies LLC | 8,761 | $3.77M | 2.09% | +8,761 | New |
| Northcape Capital Pty Ltd | 8,764 | $3.77M | 0.56% | −476−5.2% | Reduced |
| West Bancorporation Inc | 8,764 | $3.77M | 2.52% | −409−4.5% | Reduced |
| Fortress Wealth Group, LLC | 8,846 | $3.77M | 1.87% | −97−1.1% | Reduced |
| New Covenant Trust Company, N.A. | 8,822 | $3.78M | 3.66% | +991+12.7% | Added |
| Southland Equity Partners LLC | 8,784 | $3.78M | 0.92% | +838+10.5% | Added |
| Summit Financial Wealth Advisors, LLC | 8,815 | $3.79M | 0.71% | +6+0.1% | Added |
| Delta Capital Management LLC | 8,820 | $3.79M | 2.19% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 8,816 | $3.80M | 1.08% | +827+10.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 8,827 | $3.80M | 2.73% | +8,827 | New |
| Zimmermann Investment Management & Planning LLC | 8,829 | $3.80M | 1.17% | +148+1.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,832 | $3.80M | 0.85% | +116+1.3% | Added |
| Johnson Bixby & Associates, LLC | 8,850 | $3.81M | 0.58% | +2,446+38.2% | Added |
| Barden Capital Management, Inc. | 8,864 | $3.81M | 3.35% | +329+3.9% | Added |
| Burns Matteson Capital Management, LLC | 8,876 | $3.82M | 2.14% | +165+1.9% | Added |
| STAR Financial Bank | 8,879 | $3.82M | 2.57% | −1,630−15.5% | Reduced |
| 17 Capital Partners, LLC | 8,889 | $3.82M | 2.49% | +1,127+14.5% | Added |
| Aspire Private Capital, LLC | 8,903 | $3.83M | 0.91% | +459+5.4% | Added |
| Intrinsic Value Partners, LLC | 8,914 | $3.84M | 3.84% | −91−1.0% | Reduced |
| Sunburst Financial Group, LLC | 8,921 | $3.84M | 0.97% | +150+1.7% | Added |
| Copperwynd Financial, LLC | 8,946 | $3.85M | 1.16% | +956+12.0% | Added |
| Alpha DNA Investment Management LLC | 8,948 | $3.85M | 2.11% | −320−3.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 8,966 | $3.86M | 1.35% | −250−2.7% | Reduced |
| Platinum Investment Management Ltd | 8,989 | $3.87M | 0.18% | +400+4.7% | Added |
| Dechtman Wealth Management, LLC | 8,991 | $3.87M | 0.79% | +282+3.2% | Added |
| Provident Trust Co | 8,994 | $3.87M | 0.07% | +696+8.4% | Added |
| Towerpoint Wealth, LLC | 9,016 | $3.88M | 1.84% | −65−0.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 9,017 | $3.88M | 1.18% | +6,847+315.5% | Added |
| MBA Advisors LLC | 9,043 | $3.89M | 1.87% | −114−1.2% | Reduced |
| 49 Wealth Management, LLC | 9,045 | $3.89M | 0.63% | +1,629+22.0% | Added |
| Balentine LLC | 9,077 | $3.91M | 0.15% | +5,098+128.1% | Added |
| Cardinal Strategic Wealth Guidance | 9,079 | $3.91M | 1.28% | −28−0.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,084 | $3.91M | 2.11% | +42+0.5% | Added |
| Arbor Investment Advisors, LLC | 9,090 | $3.91M | 0.52% | −53−0.6% | Reduced |
| Legacy Advisory Services, LLC | 9,095 | $3.91M | 3.36% | −330−3.5% | Reduced |
| Blueshift Asset Management, LLC | 9,095 | $3.91M | 0.97% | +4,448+95.7% | Added |
| Lynx Investment Advisory | 9,108 | $3.92M | 2.82% | +832+10.1% | Added |
| Abacus Wealth Partners, LLC | 9,112 | $3.92M | 0.59% | +837+10.1% | Added |
| Pinnbrook Capital Management LP | 9,120 | $3.92M | 1.19% | −12,140−57.1% | Reduced |
| Paragon Financial Partners, Inc. | 9,129 | $3.93M | 2.88% | −196−2.1% | Reduced |
| Neo Ivy Capital Management | 9,132 | $3.93M | 1.27% | −5,620−38.1% | Reduced |
| Whalen Wealth Management Inc. | 9,149 | $3.94M | 2.78% | +1,876+25.8% | Added |
| CoreFirst Bank & Trust | 9,150 | $3.94M | 2.27% | −431−4.5% | Reduced |
| LJI Wealth Management, LLC | 9,156 | $3.94M | 0.81% | +169+1.9% | Added |
| Werba Rubin Papier Wealth Management | 9,159 | $3.94M | 0.92% | +852+10.3% | Added |
| Capricorn Fund Managers Ltd | 9,164 | $3.94M | 2.66% | +6,178+206.9% | Added |
| Tributary Capital Management, LLC | 9,176 | $3.95M | 0.31% | −137−1.5% | Reduced |
| Norris Financial Group, LLC | 9,177 | $3.95M | 1.94% | +81+0.9% | Added |
| Tarbox Family Office, Inc. | 9,183 | $3.95M | 0.65% | +395+4.5% | Added |
| Well Done, LLC | 9,187 | $3.95M | 0.72% | −841−8.4% | Reduced |
| Renasant Bank | 9,195 | $3.96M | 2.60% | +192+2.1% | Added |
| Woodward Diversified Capital, LLC | 9,212 | $3.96M | 2.52% | −13,713−59.8% | Reduced |
| Opal Wealth Advisors, LLC | 9,214 | $3.96M | 1.24% | −188−2.0% | Reduced |
| Red Wave Investments LLC | 9,221 | $3.97M | 1.38% | −27−0.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,231 | $3.97M | 1.68% | +135+1.5% | Added |
| Flaharty Asset Management, LLC | 9,235 | $3.97M | 0.56% | −158−1.7% | Reduced |
| Capitol Family Office, Inc. | 9,237 | $3.97M | 4.92% | −63−0.7% | Reduced |