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 |
|---|---|---|---|---|---|
| XY Capital Ltd | 901 | $387.7K | 0.21% | +901 | New |
| Leverty Financial Group, LLC | 901 | $387.8K | 0.21% | 00.0% | Unchanged |
| Lam Group, Inc. | 913 | $392.9K | 0.28% | 00.0% | Unchanged |
| Myecfo, LLC | 914 | $393.3K | 0.21% | +15+1.7% | Added |
| Flagship Private Wealth, LLC | 916 | $394.1K | 0.20% | +3+0.3% | Added |
| Sicart Associates LLC | 926 | $398.5K | 0.14% | 00.0% | Unchanged |
| Sanchez Wealth Management Group | 927 | $398.7K | 0.12% | +12+1.3% | Added |
| Afg Fiduciary Services Limited Partnership | 962 | $400.5K | 0.27% | +1+0.1% | Added |
| AIFG Consultants Ltd. | 931 | $400.6K | 0.30% | −26−2.7% | Reduced |
| Corepath Wealth Partners LLC | 956 | $400.8K | 0.39% | −3−0.3% | Reduced |
| Ergawealth Advisors, Inc. | 934 | $402.1K | 0.20% | +30+3.3% | Added |
| David Kennon Inc | 935 | $402.1K | 0.16% | 00.0% | Unchanged |
| City Center Advisors, LLC | 938 | $403.6K | 0.45% | −25−2.6% | Reduced |
| Causeway Capital Management LLC | 940 | $404.5K | 0.01% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 942 | $405.2K | 0.16% | 00.0% | Unchanged |
| Omega Financial Group, LLC | 953 | $410.0K | 0.16% | −1,679−63.8% | Reduced |
| Aspect Partners, LLC | 953 | $410.2K | 0.23% | +4+0.4% | Added |
| Bright Financial Advisors, Inc. | 956 | $411.4K | 0.26% | +109+12.9% | Added |
| Custos Family Office, LLC | 958 | $412.2K | 0.15% | +7+0.7% | Added |
| WFA Asset Management Corp | 958 | $412.2K | 0.22% | −55−5.4% | Reduced |
| Vawter Financial, Ltd. | 959 | $412.7K | 0.25% | +176+22.5% | Added |
| BCGM Wealth Management, LLC | 967 | $416.2K | 0.14% | −162−14.3% | Reduced |
| Treasure Coast Financial Planning | 971 | $417.8K | 0.26% | −9−0.9% | Reduced |
| Clarity Capital Advisors, LLC | 975 | $419.4K | 0.30% | 00.0% | Unchanged |
| SWAN Capital LLC | 976 | $420.1K | 0.21% | −74−7.0% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 980 | $421.7K | 0.09% | −13−1.3% | Reduced |
| Seaside Wealth Management, Inc. | 981 | $422.2K | 0.16% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 986 | $424.0K | 0.15% | −192−16.3% | Reduced |
| Strategic Point Investment Advisors, LLC | 986 | $424.3K | 0.07% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 989 | $425.6K | 0.11% | +54+5.8% | Added |
| Windward Private Wealth Management Inc. | 992 | $426.9K | 0.16% | +440+79.7% | Added |
| Briaud Financial Planning, Inc | 997 | $429.0K | 0.22% | +100+11.1% | Added |
| Interactive Financial Advisors | 1,000 | $430.3K | 0.22% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 1,000 | $430.3K | 0.04% | +1,000 | New |
| Triune Financial Partners, LLC | 1,003 | $431.6K | 0.14% | +2+0.2% | Added |
| OLIO Financial Planning | 1,153 | $432.6K | 0.18% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 1,050 | $433.3K | 0.26% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,007 | $433.3K | 0.20% | 00.0% | Unchanged |
| Wexford Capital LP | 1,009 | $434.2K | 0.10% | −206−17.0% | Reduced |
| Prairieview Wealth Partners, LLC | 1,011 | $435.0K | 0.47% | −25−2.4% | Reduced |
| Oak Thistle LLC | 1,012 | $435.3K | 0.14% | +1,012 | New |
| Sunesis Advisors, LLC | 1,017 | $437.6K | 0.26% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 1,021 | $439.3K | 0.19% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,022 | $439.8K | 0.60% | +2+0.2% | Added |
| Benchmark Wealth Management, LLC | 1,024 | $440.6K | 0.22% | −100−8.9% | Reduced |
| Retirement Financial Solutions, LLC | 1,026 | $441.6K | 0.19% | −27−2.6% | Reduced |
| Exane Asset Management | 1,029 | $442.8K | 0.35% | −441−30.0% | Reduced |
| Stephen J. Garry & Associates, LLC | 1,037 | $446.2K | 0.42% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,040 | $447.5K | 0.35% | −20−1.9% | Reduced |
| Gainplan LLC | 1,004 | $448.8K | 0.21% | +4+0.4% | Added |
| Clarity Asset Management, Inc. | 1,052 | $452.8K | 0.31% | +96+10.0% | Added |
| Latko Wealth Management, Ltd. | 1,053 | $453.0K | 0.27% | +1,053 | New |
| Robinson Value Management, Ltd. | 1,054 | $453.5K | 0.29% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 1,062 | $457.0K | 0.20% | +1+0.1% | Added |
| Marmo Financial Group, LLC | 1,073 | $461.8K | 0.25% | 00.0% | Unchanged |
| Farnam Financial LLC | 1,077 | $463.6K | 0.51% | +1,077 | New |
| Standard Family Office LLC | 1,081 | $465.2K | 0.57% | 00.0% | Unchanged |
| Traction Financial Partners, LLC | 1,082 | $465.6K | 0.37% | −2−0.2% | Reduced |
| Legacy Investment Solutions, LLC | 1,095 | $465.6K | 0.28% | +1,095 | New |
| Legacy Wealth Managment, LLC | 1,095 | $465.6K | 0.28% | +1,095 | New |
| Redmont Wealth Advisors LLC | 1,083 | $466.0K | 0.72% | −400−27.0% | Reduced |
| HRC Wealth Management, LLC | 1,085 | $467.0K | 0.30% | +136+14.3% | Added |
| IvyRock Asset Management (HK) Ltd | 1,090 | $469.0K | 0.21% | 00.0% | Unchanged |
| Roth Financial Partners LLC | 1,094 | $470.7K | 0.19% | 00.0% | Unchanged |
| Jordan Park Group LLC | 1,100 | $473.3K | 0.03% | +1,100 | New |
| Richard P Slaughter Associates Inc | 1,102 | $474.2K | 0.11% | −87−7.3% | Reduced |
| Adapt Wealth Advisors, LLC | 1,103 | $474.4K | 0.25% | +15+1.4% | Added |
| Lountzis Asset Management, LLC | 1,111 | $478.1K | 0.20% | +8+0.7% | Added |
| Safe Harbor Fiduciary, LLC | 1,111 | $478.1K | 0.45% | +1,111 | New |
| Tanglewood Wealth Management, Inc. | 1,113 | $478.9K | 0.06% | +4+0.4% | Added |
| FMA Wealth Management, LLC | 1,113 | $479.0K | 0.35% | −100−8.2% | Reduced |
| WJ Interests, LLC | 1,115 | $479.8K | 0.21% | +118+11.8% | Added |
| Magnetar Financial LLC | 1,115 | $479.8K | 0.01% | +458+69.7% | Added |
| Kitching Partners, LLC | 1,118 | $481.1K | 0.64% | +1,118 | New |
| Maryland Capital Advisors Inc. | 1,119 | $481.5K | 0.23% | +330+41.8% | Added |
| McCarthy & Cox | 1,125 | $484.1K | 0.19% | +42+3.9% | Added |
| American Financial & Tax Strategies Inc | 1,139 | $490.1K | 0.25% | +10+0.9% | Added |
| Compass Advisory Group LLC | 1,144 | $492.2K | 0.19% | −223−16.3% | Reduced |
| True Vision MN LLC | 1,164 | $500.9K | 0.30% | −170−12.7% | Reduced |
| Boothe Investment Group, Inc. | 1,165 | $501.0K | 0.23% | −201−14.7% | Reduced |
| LPWM LLC | 1,204 | $501.5K | 0.16% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,174 | $505.0K | 0.27% | +405+52.7% | Added |
| Cutler Capital Management, LLC | 1,182 | $508.6K | 0.18% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 1,185 | $509.9K | 0.13% | +715+152.1% | Added |
| Bramshill Investments, LLC | 1,190 | $512.1K | 0.06% | 00.0% | Unchanged |
| Strid Group, LLC | 1,193 | $513.3K | 0.08% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 1,193 | $513.4K | 0.37% | −1,410−54.2% | Reduced |
| Ehrlich Financial Group | 1,193 | $513.4K | 0.37% | −20−1.6% | Reduced |
| Winton Group Ltd | 1,199 | $515.9K | 0.04% | −8,098−87.1% | Reduced |
| MTM Financial Group, LLC | 1,211 | $521.3K | 0.32% | 00.0% | Unchanged |
| Western Financial Corp | 1,212 | $521.5K | 0.30% | −188−13.4% | Reduced |
| Beacon Financial Planning, Inc | 1,218 | $524.3K | 0.32% | +1+0.1% | Added |
| Fee-Only Financial Planning, L.C. | 1,226 | $527.5K | 0.34% | 00.0% | Unchanged |
| American Investment Services, Inc. | 1,227 | $528.0K | 0.09% | +170+16.1% | Added |
| Guardian Wealth Management, Inc. | 1,231 | $529.7K | 0.37% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 1,235 | $531.0K | 0.23% | +1,235 | New |
| TCP Asset Management, LLC | 1,240 | $533.7K | 0.12% | +291+30.7% | Added |
| Kingdom Financial Group LLC. | 1,241 | $534.2K | 0.40% | −287−18.8% | Reduced |
| Lowery Thomas, LLC | 1,242 | $534.2K | 0.36% | +2+0.2% | Added |
| McCarthy Asset Management, Inc. | 1,242 | $534.5K | 0.33% | −400−24.4% | Reduced |