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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Glynn Capital Management LLC | 9,252 | $3.98M | 0.91% | −5,770−38.4% | Reduced |
| Ellis Investment Partners, LLC | 9,252 | $3.98M | 0.78% | −63−0.7% | Reduced |
| LWMG, LLC | 9,276 | $3.99M | 0.76% | +380+4.3% | Added |
| One Day In July LLC | 9,288 | $4.00M | 0.45% | +1,249+15.5% | Added |
| Evolution Wealth Advisors, LLC | 9,303 | $4.00M | 0.72% | −1,222−11.6% | Reduced |
| Pathway Financial Advisers, LLC | 9,299 | $4.00M | 1.81% | +30+0.3% | Added |
| Global Strategic Investment Solutions, LLC | 9,303 | $4.00M | 0.47% | +242+2.7% | Added |
| HT Partners LLC | 9,306 | $4.00M | 1.42% | −72−0.8% | Reduced |
| Apeiron RIA LLC | 9,322 | $4.01M | 1.15% | −32−0.3% | Reduced |
| Hara Capital LLC | 9,329 | $4.01M | 2.50% | +2,552+37.7% | Added |
| Vienna Asset Management LLC | 9,334 | $4.02M | 2.97% | +792+9.3% | Added |
| Weaver Capital Management LLC | 9,335 | $4.02M | 1.21% | +1,235+15.2% | Added |
| VERITY Wealth Advisors | 9,345 | $4.02M | 2.83% | +204+2.2% | Added |
| Cannon Advisors, Inc. | 9,400 | $4.02M | 3.29% | +9,400 | New |
| Sterling Investment Management, Inc. | 9,360 | $4.03M | 3.06% | −586−5.9% | Reduced |
| Advance Capital Management, Inc. | 9,366 | $4.03M | 0.18% | +92+1.0% | Added |
| Alliance Wealth Advisors, LLC | 9,367 | $4.03M | 2.32% | −43−0.5% | Reduced |
| Joseph Group Capital Management | 9,371 | $4.03M | 1.54% | +1,685+21.9% | Added |
| Goepper Burkhardt LLC | 9,377 | $4.04M | 1.66% | +520+5.9% | Added |
| Midwest Financial Group LLC | 9,380 | $4.04M | 2.37% | −137−1.4% | Reduced |
| Integrity Financial Corp | 9,384 | $4.04M | 2.37% | −374−3.8% | Reduced |
| Prospect Financial Services LLC | 9,395 | $4.04M | 2.51% | +3,050+48.1% | Added |
| Cross Staff Investments Inc | 9,405 | $4.05M | 3.12% | +228+2.5% | Added |
| Redwood Investment Management, LLC | 9,411 | $4.05M | 0.36% | −23,546−71.4% | Reduced |
| Beacon Financial Advisory LLC | 9,413 | $4.05M | 1.38% | −418−4.3% | Reduced |
| Willis Johnson & Associates, Inc. | 9,419 | $4.05M | 0.31% | +502+5.6% | Added |
| Mainsail Financial Group, LLC | 9,718 | $4.06M | 2.41% | −424−4.2% | Reduced |
| Mayport, LLC | 9,429 | $4.06M | 1.30% | +178+1.9% | Added |
| Wealth Quarterback LLC | 9,430 | $4.06M | 2.11% | +459+5.1% | Added |
| Droms Strauss Advisors Inc | 9,441 | $4.06M | 1.44% | −526−5.3% | Reduced |
| Pointe Capital Management LLC | 9,450 | $4.07M | 2.37% | +311+3.4% | Added |
| Lakehouse Capital Pty Ltd | 9,472 | $4.08M | 2.87% | −5,000−34.5% | Reduced |
| Permanens Capital L.P. | 9,483 | $4.08M | 0.83% | −4,182−30.6% | Reduced |
| Affinity Investment Advisors, LLC | 9,483 | $4.08M | 2.80% | −642−6.3% | Reduced |
| Oxford Wealth Group, LLC | 9,492 | $4.08M | 3.32% | −1,837−16.2% | Reduced |
| Signature Wealth Management Partners, LLC | 9,495 | $4.09M | 2.96% | +261+2.8% | Added |
| Olstein Capital Management, L.P. | 9,500 | $4.09M | 0.70% | +2,500+35.7% | Added |
| Patriot Investment Management Inc. | 9,500 | $4.09M | 0.30% | −472−4.7% | Reduced |
| Exchange Bank | 9,507 | $4.09M | 3.35% | −269−2.8% | Reduced |
| Swisher Financial Concepts, Inc. | 9,827 | $4.09M | 2.58% | +52+0.5% | Added |
| Rakuten Securities, Inc. | 9,522 | $4.10M | 1.78% | +2,193+29.9% | Added |
| Bridgewealth Advisory Group, LLC | 9,529 | $4.10M | 1.49% | +6,598+225.1% | Added |
| Richard W. Paul & Associates, LLC | 9,547 | $4.11M | 1.48% | −40−0.4% | Reduced |
| Lumbard & Kellner, LLC | 9,548 | $4.11M | 1.81% | +96+1.0% | Added |
| Garner Asset Management Corp | 9,554 | $4.11M | 1.89% | +624+7.0% | Added |
| Peoples Bank | 9,556 | $4.11M | 2.10% | +260+2.8% | Added |
| Independent Wealth Network Inc. | 9,557 | $4.11M | 1.82% | −904−8.6% | Reduced |
| Insight Inv LLC | 9,557 | $4.11M | 3.45% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 9,582 | $4.12M | 2.09% | +446+4.9% | Added |
| Source Financial Advisors LLC | 9,593 | $4.13M | 1.22% | −53−0.5% | Reduced |
| Polymer Capital Management (HK) LTD | 9,600 | $4.13M | 0.96% | −53,380−84.8% | Reduced |
| Pullen Investment Management, LLC | 9,606 | $4.13M | 3.02% | −61−0.6% | Reduced |
| Clark Financial Services Group Inc | 9,608 | $4.13M | 3.76% | +28+0.3% | Added |
| Charter Oak Capital Management, LLC | 9,622 | $4.14M | 0.39% | +1,284+15.4% | Added |
| Beacon Capital Management, LLC | 9,637 | $4.15M | 0.59% | +520+5.7% | Added |
| American Institute for Advanced Investment Management, LLP | 9,651 | $4.15M | 2.97% | +10+0.1% | Added |
| Integral Investment Advisors, Inc. | 9,656 | $4.16M | 1.39% | +161+1.7% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 9,657 | $4.16M | 3.73% | +9,657 | New |
| Caldwell Sutter Capital, Inc. | 9,660 | $4.16M | 1.94% | −350−3.5% | Reduced |
| Accel Wealth Management | 9,671 | $4.16M | 1.55% | +332+3.6% | Added |
| Pring Turner Capital Group Inc | 9,676 | $4.16M | 2.63% | −90−0.9% | Reduced |
| Titleist Asset Management, LLC | 9,685 | $4.17M | 0.60% | +261+2.8% | Added |
| Rappaport Reiches Capital Management, LLC | 9,723 | $4.18M | 1.11% | +238+2.5% | Added |
| Mason & Associates Inc | 9,760 | $4.20M | 1.05% | +180+1.9% | Added |
| Triumph Capital Management | 9,780 | $4.21M | 1.50% | +3,183+48.2% | Added |
| Three Seasons Wealth, LLC | 9,783 | $4.21M | 2.21% | −435−4.3% | Reduced |
| Lodestar Private Asset Management LLC | 9,787 | $4.21M | 0.54% | +40+0.4% | Added |
| M.D. Sass Investors Services, Inc. | 9,788 | $4.21M | 0.33% | +1,500+18.1% | Added |
| Leibman Financial Services, Inc. | 9,806 | $4.22M | 2.99% | +51+0.5% | Added |
| Rbo & Co LLC | 9,826 | $4.23M | 0.67% | +156+1.6% | Added |
| Monticello Wealth Management, LLC | 9,846 | $4.24M | 0.36% | −20.0% | Reduced |
| Game Creek Capital, LP | 9,850 | $4.24M | 2.28% | −375−3.7% | Reduced |
| Oak Asset Management, LLC | 9,854 | $4.24M | 1.50% | −37−0.4% | Reduced |
| Calton & Associates, Inc. | 9,855 | $4.24M | 1.62% | +2,613+36.1% | Added |
| Pictet Bank & Trust Ltd | 9,888 | $4.24M | 4.30% | −550−5.3% | Reduced |
| Massachusetts Wealth Management | 9,886 | $4.25M | 2.68% | +246+2.6% | Added |
| Lee Johnson Capital Management, LLC | 9,886 | $4.25M | 2.19% | +9,109+1,172.3% | Added |
| KC Investment Advisors, LLC | 9,948 | $4.28M | 1.79% | +509+5.4% | Added |
| Carson Advisory Inc. | 9,966 | $4.29M | 2.69% | −152−1.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 9,973 | $4.29M | 1.71% | +853+9.4% | Added |
| Tortoise Investment Management, LLC | 9,975 | $4.29M | 0.45% | +740+8.0% | Added |
| Sonnipe Ltd | 10,000 | $4.30M | 0.39% | −2,220−18.2% | Reduced |
| Privium Fund Management B.V. | 10,000 | $4.30M | 1.07% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 10,008 | $4.31M | 3.26% | −259−2.5% | Reduced |
| New Wave Wealth Advisors LLC | 10,008 | $4.31M | 1.98% | +2,409+31.7% | Added |
| Heritage Oak Wealth Advisors LLC | 10,008 | $4.31M | 1.98% | +8,649+636.4% | Added |
| Indie Asset Partners, LLC | 10,012 | $4.31M | 3.23% | +516+5.4% | Added |
| Kapstone Financial Advisors LLC | 10,089 | $4.32M | 2.62% | +256+2.6% | Added |
| Clarity Wealth Advisors, LLC | 10,053 | $4.33M | 1.26% | +367+3.8% | Added |
| Wormser Freres Gestion | 10,090 | $4.34M | 2.65% | +57+0.6% | Added |
| Laraway Financial Inc | 10,090 | $4.34M | 3.46% | +995+10.9% | Added |
| PAX Financial Group, LLC | 10,097 | $4.34M | 0.78% | +1,506+17.5% | Added |
| Davies Financial Advisors, Inc. | 10,138 | $4.36M | 3.81% | −243−2.3% | Reduced |
| Libra Wealth LLC | 10,156 | $4.37M | 1.75% | −242−2.3% | Reduced |
| Landaas & Co | 10,158 | $4.37M | 1.22% | +10.0% | Added |
| CKW Financial Group | 10,421 | $4.38M | 0.53% | −23−0.2% | Reduced |
| Focused Wealth Management, Inc | 10,206 | $4.39M | 0.61% | +792+8.4% | Added |
| Ellsworth Advisors, LLC | 10,219 | $4.40M | 1.14% | +9,587+1,516.9% | Added |
| Castle Wealth Management LLC | 10,230 | $4.40M | 1.76% | +2,503+32.4% | Added |
| Strata Wealth Advisors, LLC | 10,233 | $4.40M | 1.42% | −202−1.9% | Reduced |