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 |
|---|---|---|---|---|---|
| DSC Advisors, L.P. | 1,247 | $536.6K | 4.89% | +81+6.9% | Added |
| Kraft Asset Management, LLC | 1,247 | $536.6K | 0.42% | +110+9.7% | Added |
| Jim Saulnier & Associates, LLC | 1,250 | $537.8K | 0.53% | +1,250 | New |
| Barnett & Company, Inc. | 1,255 | $540.0K | 0.36% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,257 | $540.9K | 0.30% | +103+8.9% | Added |
| Applied Capital LLC | 1,259 | $541.7K | 0.28% | −38−2.9% | Reduced |
| Guardian Wealth Advisors, LLC | 1,262 | $542.9K | 0.34% | −25−1.9% | Reduced |
| Keating Investment Counselors Inc | 1,265 | $544.3K | 0.16% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,272 | $547.2K | 0.11% | −80−5.9% | Reduced |
| Lagoda Investment Management, L.P. | 1,275 | $548.6K | 0.32% | −50−3.8% | Reduced |
| Bull Oak Capital, LLC | 1,277 | $549.4K | 0.32% | +234+22.4% | Added |
| Family Capital Trust Co | 1,283 | $552.1K | 0.18% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,287 | $553.6K | 0.16% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1,290 | $555.1K | 0.21% | +21+1.7% | Added |
| Heritage Wealth Management, Inc./Texas | 1,296 | $557.6K | 0.32% | 00.0% | Unchanged |
| Alpha Square Group S, LLC | 1,300 | $559.4K | 0.56% | +100+8.3% | Added |
| Raub Brock Capital Management LP | 1,300 | $559.5K | 0.11% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,302 | $560.2K | 0.61% | +4+0.3% | Added |
| TAGStone Capital, Inc. | 1,303 | $561.0K | 0.29% | +76+6.2% | Added |
| Capital Wealth Management, LLC | 1,304 | $561.1K | 0.24% | −272−17.3% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,309 | $563.1K | 0.24% | +1+0.1% | Added |
| Essex Private Wealth Management, LLC | 1,312 | $564.7K | 1.33% | +51+4.0% | Added |
| Stephenson National Bank & Trust | 1,314 | $565.4K | 0.18% | +145+12.4% | Added |
| Vima LLC | 1,320 | $567.8K | 1.16% | −99−7.0% | Reduced |
| Range Financial Group LLC | 1,320 | $568.0K | 0.78% | −2,123−61.7% | Reduced |
| Truefg, LLC | 1,322 | $568.8K | 0.19% | +81+6.5% | Added |
| BCM Advisors, LLC | 1,395 | $569.8K | 0.13% | −84−5.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,328 | $571.0K | 0.17% | −5,462−80.4% | Reduced |
| Valley Financial Group, Inc. | 1,334 | $574.0K | 0.40% | −75−5.3% | Reduced |
| Marshall Financial Group Inc | 1,342 | $577.5K | 0.17% | −250−15.7% | Reduced |
| Saybrook Capital | 1,343 | $577.9K | 0.16% | +175+15.0% | Added |
| Marathon Trading Investment Management LLC | 1,346 | $579.2K | 0.27% | +110+8.9% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,347 | $580.0K | 0.34% | +1+0.1% | Added |
| GenWealth Group, Inc. | 1,348 | $580.0K | 0.13% | +54+4.2% | Added |
| Ledgewood Wealth Advisors, LLC | 1,349 | $580.5K | 0.39% | +1,349 | New |
| BCK Partners, Inc. | 1,353 | $582.2K | 0.28% | +24+1.8% | Added |
| Grand Wealth Management, LLC | 1,356 | $583.5K | 0.33% | −73−5.1% | Reduced |
| Marathon Strategic Advisors, LLC | 1,357 | $584.1K | 0.62% | +169+14.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,362 | $586.1K | 0.18% | +72+5.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,364 | $586.9K | 0.16% | +3+0.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 1,368 | $588.6K | 0.04% | +432+46.2% | Added |
| Beacon Wealthcare LLC | 1,370 | $589.5K | 0.24% | +148+12.1% | Added |
| Disciplined Investments, LLC | 1,377 | $592.5K | 0.29% | +15+1.1% | Added |
| Avalon Advisory Group | 1,381 | $594.2K | 0.27% | 00.0% | Unchanged |
| Divergent Planning, LLC | 1,434 | $596.4K | 0.22% | +687+92.0% | Added |
| Courage Miller Partners, LLC | 1,394 | $599.8K | 0.20% | +1+0.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,395 | $600.1K | 0.41% | +1+0.1% | Added |
| Spectrum Investment Advisors, Inc. | 1,401 | $602.9K | 0.41% | +1+0.1% | Added |
| Keeley-Teton Advisors, LLC | 1,407 | $605.6K | 0.07% | −1−0.1% | Reduced |
| Financial Futures Ltd Liability Co. | 1,409 | $606.3K | 0.35% | −10−0.7% | Reduced |
| Oceanside Advisors LLC | 1,424 | $612.7K | 0.46% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 1,427 | $614.0K | 0.21% | +95+7.1% | Added |
| RTD Financial Advisors, Inc. | 1,429 | $614.9K | 0.08% | +62+4.5% | Added |
| Schubert & Co | 1,431 | $615.8K | 0.44% | +228+19.0% | Added |
| Inceptionr LLC | 1,449 | $623.5K | 0.15% | +1,449 | New |
| Financial Enhancement Group LLC | 2,004 | $624.7K | 0.12% | −755−27.4% | Reduced |
| Fenimore Asset Management Inc | 1,453 | $625.1K | 0.01% | +94+6.9% | Added |
| Donald L. Hagan, LLC | 1,455 | $626.0K | 0.32% | −15−1.0% | Reduced |
| V2 Financial group LLC | 1,460 | $628.2K | 0.41% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 1,462 | $629.0K | 0.29% | +19+1.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,461 | $629.0K | 0.51% | −96−6.2% | Reduced |
| EnRich Financial Partners LLC | 1,475 | $634.8K | 0.21% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,475 | $634.8K | 0.16% | +155+11.7% | Added |
| Schiavi & Co LLC | 1,480 | $637.0K | 0.23% | +2+0.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,483 | $638.2K | 0.03% | −2,103−58.6% | Reduced |
| New England Capital Financial Advisors LLC | 1,487 | $640.0K | 0.33% | −26−1.7% | Reduced |
| Financial Connections Group, Inc. | 1,490 | $641.0K | 0.32% | −106−6.6% | Reduced |
| Hoese & Co LLP | 1,492 | $642.0K | 0.54% | +352+30.9% | Added |
| EntryPoint Capital, LLC | 1,492 | $642.0K | 0.37% | +1,492 | New |
| Stone House Investment Management, LLC | 1,493 | $642.6K | 0.13% | +12+0.8% | Added |
| NFC Investments, LLC | 1,500 | $645.0K | 0.19% | −25−1.6% | Reduced |
| Peterson Financial Group, Inc. | 1,501 | $645.9K | 2.49% | −4−0.3% | Reduced |
| Significant Wealth Partners LLC | 1,508 | $649.0K | 0.34% | +73+5.1% | Added |
| Boston Standard Wealth Management, LLC | 1,516 | $652.0K | 0.13% | +144+10.5% | Added |
| Cordant, Inc. | 1,516 | $652.3K | 0.33% | +123+8.8% | Added |
| New Perspectives, Inc | 1,517 | $652.9K | 0.35% | +701+85.9% | Added |
| All Season Financial Advisors, Inc. | 1,530 | $658.3K | 0.56% | −114−6.9% | Reduced |
| Threadgill Financial, LLC | 1,537 | $661.3K | 0.39% | +345+28.9% | Added |
| Sippican Capital Advisors | 1,538 | $661.8K | 0.46% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 1,546 | $665.2K | 0.42% | +2+0.1% | Added |
| Lauer Wealth, LLC | 1,581 | $671.3K | 0.52% | +1,004+174.0% | Added |
| Sollinda Capital Management LLC | 1,566 | $673.9K | 0.19% | +209+15.4% | Added |
| Raymond James Trust Co. of NH | 1,570 | $675.6K | 5.56% | +46+3.0% | Added |
| Core Wealth Management, Inc. | 1,524 | $681.2K | 0.28% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 1,585 | $682.0K | 0.56% | −46−2.8% | Reduced |
| TL Private Wealth | 1,672 | $684.8K | 0.31% | +100+6.4% | Added |
| Carl Stuart Investment Advisor, Inc | 1,595 | $686.5K | 0.39% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 1,598 | $687.5K | 0.44% | −42−2.6% | Reduced |
| Knott David M Jr | 1,600 | $688.0K | 0.27% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 1,601 | $689.0K | 0.29% | +107+7.2% | Added |
| Sara-Bay Financial | 1,602 | $689.4K | 0.29% | +1+0.1% | Added |
| St. Louis Trust Co | 1,603 | $689.8K | 0.10% | −437−21.4% | Reduced |
| Delta Accumulation, LLC | 1,620 | $697.1K | 4.62% | +2+0.1% | Added |
| Valued Wealth Advisors LLC | 1,621 | $697.7K | 0.45% | −66−3.9% | Reduced |
| Schoolcraft Capital LLC | 1,622 | $697.9K | 0.14% | −13−0.8% | Reduced |
| Youngs Advisory Group, Inc. | 1,624 | $698.8K | 0.29% | +93+6.1% | Added |
| Advantage Trust Co | 1,628 | $700.5K | 0.48% | +100+6.5% | Added |
| EMC Capital Management | 9,469 | $702.0K | 0.58% | +5,931+167.6% | Added |
| High Probability Advisors, LLC | 1,639 | $705.3K | 0.12% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,639 | $705.3K | 0.36% | −135−7.6% | Reduced |