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; 6,247 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
- 5,301
- +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
- 2,487 more added
- Sold out
- 93
- 2,244 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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Ruane, Cunniff & Goldfarb L.P. | 649 | $279.3K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 650 | $279.7K | 1.61% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 656 | $282.5K | 0.24% | +70+11.9% | Added |
| von Borstel & Associates, Inc. | 658 | $283.0K | 0.16% | +658 | New |
| Ellerson Group Inc | 661 | $284.6K | 0.22% | +140+26.9% | Added |
| Josh Arnold Investment Consultant, LLC | 667 | $287.0K | 0.23% | −595−47.1% | Reduced |
| BTS Asset Management, Inc. | 669 | $288.3K | 0.27% | +669 | New |
| Hudson Capital Management LLC | 670 | $288.3K | 0.09% | −21−3.0% | Reduced |
| Compass Financial Group, INC | 670 | $288.4K | 0.06% | +78+13.2% | Added |
| Horizon Advisory Services, Inc. | 674 | $290.2K | 0.13% | +674 | New |
| Tuttle Tactical Management | 678 | $291.7K | 1.59% | +87+14.7% | Added |
| Disciplined Growth Investors Inc | 679 | $292.2K | 0.01% | 00.0% | Unchanged |
| Safir Wealth Advisors, LLC | 680 | $292.6K | 0.22% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 680 | $292.6K | 0.06% | +30+4.6% | Added |
| Cove Street Capital, LLC | 680 | $292.6K | 0.23% | +680 | New |
| Stapp Wealth Management, PLLC | 681 | $293.0K | 0.47% | +5+0.7% | Added |
| Kathleen S. Wright Associates Inc. | 691 | $293.6K | 0.12% | +136+24.5% | Added |
| Private Wealth Advisors | 701 | $294.8K | 0.12% | +103+17.2% | Added |
| Thor Investment Management Inc | 686 | $295.2K | 0.22% | −108−13.6% | Reduced |
| Financial Alternatives, Inc | 696 | $299.7K | 0.21% | +17+2.5% | Added |
| Optimas Capital Ltd | 700 | $301.2K | 0.29% | −3,288−82.4% | Reduced |
| Dravo Bay LLC | 700 | $301.2K | 0.15% | −264−27.4% | Reduced |
| Straight Path Wealth Management | 700 | $301.4K | 0.13% | +124+21.5% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 702 | $302.2K | 0.24% | −138−16.4% | Reduced |
| Elevate Wealth Advisory, Inc | 705 | $303.4K | 0.23% | −1−0.1% | Reduced |
| Asset Allocation Strategies LLC | 705 | $303.5K | 0.09% | +82+13.2% | Added |
| Iron Horse Wealth Management, LLC | 706 | $303.9K | 0.10% | +101+16.7% | Added |
| Spectrum Financial Alliance Ltd LLC | 710 | $305.5K | 0.11% | +125+21.4% | Added |
| Aquire Wealth Advisors, LLC | 716 | $308.5K | 0.10% | +24+3.5% | Added |
| Greenfield Seitz Capital Management, LLC | 717 | $308.5K | 0.11% | +34+5.0% | Added |
| Innovator Capital Management, LLC | 722 | $310.7K | 27.14% | +722 | New |
| Rice Hall James & Associates, LLC | 728 | $313.3K | 0.02% | −15−2.0% | Reduced |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $313.3K | 0.16% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 731 | $314.6K | 0.16% | +115+18.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 733 | $315.0K | 0.19% | +155+26.8% | Added |
| McNamara Financial Services, Inc. | 734 | $315.8K | 0.06% | +175+31.3% | Added |
| ONE Advisory Partners, LLC | 734 | $315.8K | 0.14% | +206+39.0% | Added |
| LPF Advisors LLC | 736 | $316.7K | 0.27% | +160+27.8% | Added |
| Sensible Financial Planning & Management, LLC. | 741 | $319.0K | 0.06% | +741 | New |
| Mills Wealth Advisors LLC | 743 | $319.7K | 0.22% | 00.0% | Unchanged |
| Skylands Capital, LLC | 745 | $320.6K | 0.04% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 750 | $322.7K | 0.16% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 751 | $323.0K | 0.09% | +145+23.9% | Added |
| Mizuho Markets Cayman LP | 751 | $323.2K | 1.43% | −434−36.6% | Reduced |
| 5th Street Advisors, LLC | 753 | $324.0K | 0.16% | +753 | New |
| ETF Store, Inc. | 753 | $324.1K | 0.33% | −58−7.2% | Reduced |
| Eq LLC | 756 | $325.1K | 0.16% | +1+0.1% | Added |
| NorthLanding Financial Partners, LLC | 761 | $327.4K | 0.32% | 00.0% | Unchanged |
| Amara Financial, LLC. | 764 | $328.6K | 0.31% | +764 | New |
| Beddow Capital Management Inc | 775 | $333.0K | 0.14% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 777 | $334.3K | 0.16% | +15+2.0% | Added |
| Highland Financial Advisors, LLC | 779 | $335.0K | 0.12% | −562−41.9% | Reduced |
| Mycio Wealth Partners, LLC | 779 | $335.2K | 0.08% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 782 | $336.6K | 0.16% | +1+0.1% | Added |
| Pacific Wealth Management | 783 | $337.1K | 0.16% | +1+0.1% | Added |
| Private Wealth Group, LLC | 784 | $337.4K | 0.17% | 00.0% | Unchanged |
| JDM Financial Group LLC | 784 | $337.4K | 0.18% | +84+12.0% | Added |
| Hapanowicz & Associates Financial Services, Inc | 785 | $337.8K | 0.17% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 793 | $341.2K | 0.12% | +1+0.1% | Added |
| Summit Investment Advisory Services, LLC | 795 | $342.2K | 0.18% | −430−35.1% | Reduced |
| 1492 Capital Management LLC | 796 | $342.5K | 0.17% | −24−2.9% | Reduced |
| Lanham O'Dell & Company, Inc. | 800 | $344.2K | 0.19% | 00.0% | Unchanged |
| Rockport Wealth LLC | 800 | $344.2K | 0.09% | −13,791−94.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 801 | $344.7K | 0.09% | −2−0.2% | Reduced |
| Biltmore Wealth Management, LLC | 804 | $345.9K | 0.14% | +1+0.1% | Added |
| GR Financial Group, LLC | 806 | $347.0K | 0.06% | +5+0.6% | Added |
| Sterling Investment Advisors LLC | 807 | $347.3K | 0.20% | −1−0.1% | Reduced |
| Barry Investment Advisors, LLC | 811 | $348.8K | 0.11% | −336−29.3% | Reduced |
| Corbyn Investment Management Inc | 813 | $349.8K | 0.13% | 00.0% | Unchanged |
| Sykon Capital LLC | 818 | $352.0K | 0.12% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 818 | $352.0K | 1.21% | 00.0% | Unchanged |
| RCS Financial Planning, LLC | 821 | $353.2K | 0.20% | −3−0.4% | Reduced |
| Andina Capital Management, LLC | 821 | $353.3K | 0.27% | −118−12.6% | Reduced |
| SWP Financial LLC | 825 | $355.0K | 0.22% | +43+5.5% | Added |
| Roger Wittlin Investment Advisory, LLC | 829 | $356.7K | 0.21% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 835 | $359.4K | 0.35% | −2,545−75.3% | Reduced |
| NDWM LLC | 838 | $360.6K | 0.30% | 00.0% | Unchanged |
| Two West Capital Advisors LLC | 849 | $365.5K | 0.30% | −11−1.3% | Reduced |
| Clark Estates Inc | 853 | $367.0K | 0.07% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 854 | $367.7K | 0.26% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 865 | $372.4K | 0.20% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 866 | $372.6K | 0.16% | −176−16.9% | Reduced |
| FPC Investment Advisory, Inc. | 912 | $373.5K | 0.32% | +157+20.8% | Added |
| Alpha Financial Advisors, LLC | 871 | $374.8K | 0.17% | +7+0.8% | Added |
| Beacon Financial Strategies CORP | 874 | $376.1K | 0.26% | −7−0.8% | Reduced |
| Terril Brothers, Inc. | 878 | $377.8K | 0.13% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 879 | $378.2K | 0.13% | +48+5.8% | Added |
| Pinnacle Financial Group, LLC | 880 | $378.6K | 0.15% | −22−2.4% | Reduced |
| Yardley Wealth Management LLC | 880 | $379.0K | 0.22% | +880 | New |
| Deerfield Management Company, L.P. (Series C) | 885 | $380.8K | 0.01% | +885 | New |
| Beutel, Goodman & Co Ltd. | 886 | $381.0K | 0.00% | +500+129.5% | Added |
| Solutions 4 Wealth, Ltd | 888 | $382.0K | 0.75% | +6+0.7% | Added |
| Cardinal Capital Management, Inc. | 890 | $383.0K | 0.02% | +29+3.4% | Added |
| Fusion Family Wealth LLC | 891 | $383.4K | 0.04% | +234+35.6% | Added |
| Mid-American Wealth Advisory Group, Inc. | 893 | $384.3K | 0.24% | +47+5.6% | Added |
| Industrial Alliance Investment Management Inc. | 894 | $385.0K | 0.20% | −60−6.3% | Reduced |
| Del-Sette Capital Management, LLC | 899 | $386.7K | 0.30% | 00.0% | Unchanged |
| nVerses Capital, LLC | 900 | $387.3K | 0.18% | −700−43.8% | Reduced |
| Integrated Capital Management, Inc. | 900 | $387.3K | 0.30% | −47−5.0% | Reduced |
| Reinhart Partners, Inc. | 900 | $387.3K | 0.01% | 00.0% | Unchanged |