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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Weinberger Asset Management, Inc | 1,644 | $707.3K | 0.30% | −65−3.8% | Reduced |
| Retireful, LLC | 1,645 | $707.8K | 0.52% | −576−25.9% | Reduced |
| Sagace Wealth Management LLC | 1,693 | $709.6K | 0.55% | +598+54.6% | Added |
| Wall Street Financial Group, Inc. | 1,649 | $709.7K | 0.75% | +960+139.3% | Added |
| Sharper & Granite LLC | 1,650 | $710.0K | 0.32% | +266+19.2% | Added |
| Shay Capital LLC | 1,655 | $712.1K | 0.21% | −3,645−68.8% | Reduced |
| Total Investment Management Inc | 1,655 | $712.3K | 0.08% | −697−29.6% | Reduced |
| Fulcrum Equity Management | 1,656 | $712.7K | 0.60% | −776−31.9% | Reduced |
| Cypress Financial Planning LLC | 1,660 | $714.3K | 0.26% | +20+1.2% | Added |
| VanderPol Investments L.L.C. | 1,663 | $715.6K | 1.59% | +35+2.1% | Added |
| Capstone Capital Wealth Advisors | 1,667 | $717.3K | 0.60% | +92+5.8% | Added |
| Bruce G. Allen Investments, LLC | 1,670 | $718.7K | 0.56% | +58+3.6% | Added |
| Coco Enterprises, LLC | 1,729 | $722.2K | 0.44% | −219−11.2% | Reduced |
| Foundry Financial Group, Inc. | 1,692 | $728.1K | 0.45% | −15−0.9% | Reduced |
| Global Wealth Management, LLC | 1,692 | $728.1K | 0.49% | +1,692 | New |
| Delta Wealth Advisors LLC | 1,694 | $728.7K | 0.70% | −134−7.3% | Reduced |
| Thomas Story & Son LLC | 1,695 | $729.0K | 0.30% | +200+13.4% | Added |
| Legacy Wealth Management, Inc | 1,695 | $729.4K | 0.05% | +1,695 | New |
| Penney Financial, LLC | 1,696 | $729.8K | 0.50% | +107+6.7% | Added |
| Arkansas Financial Group, Inc. | 1,698 | $730.6K | 0.12% | 00.0% | Unchanged |
| Enzi Wealth | 1,745 | $731.4K | 0.29% | −61−3.4% | Reduced |
| Karpus Management, Inc. | 1,700 | $731.5K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,705 | $733.8K | 0.29% | −32−1.8% | Reduced |
| PFS Partners, LLC | 1,707 | $734.6K | 0.42% | +1+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 1,708 | $735.0K | 0.20% | +35+2.1% | Added |
| Graham Capital Wealth Management, LLC | 1,711 | $736.2K | 0.75% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 1,718 | $739.3K | 0.39% | −23−1.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,719 | $739.6K | 0.54% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,721 | $740.6K | 0.29% | +1+0.1% | Added |
| Kure Advisory, LLC | 1,728 | $743.7K | 0.67% | +36+2.1% | Added |
| Clear Point Advisors Inc. | 1,729 | $744.1K | 0.58% | +7+0.4% | Added |
| Atlas Financial Advisors, Inc. | 1,740 | $748.7K | 1.18% | +36+2.1% | Added |
| Philip James Wealth Mangement, LLC | 1,757 | $756.0K | 0.09% | +502+40.0% | Added |
| Beckerman Institutional, LLC | 1,777 | $765.0K | 0.64% | +1,777 | New |
| FIDELIS iM, LLC | 1,780 | $766.0K | 0.35% | +103+6.1% | Added |
| Monument Group Wealth Advisors, LLC | 1,783 | $767.2K | 0.46% | −66−3.6% | Reduced |
| Compass Financial Group, Inc. | 1,784 | $767.7K | 0.36% | 00.0% | Unchanged |
| Cyr Financial Inc. | 1,785 | $768.3K | 0.72% | +99+5.9% | Added |
| Shakespeare Wealth Management, Inc. | 1,786 | $768.4K | 0.20% | +46+2.6% | Added |
| ETF Portfolio Partners, Inc. | 1,789 | $769.8K | 0.23% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,790 | $770.3K | 0.19% | +436+32.2% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,800 | $774.5K | 2.95% | +500+38.5% | Added |
| Counterpoint Mutual Funds LLC | 1,800 | $774.5K | 0.15% | +1,800 | New |
| Oxford Asset Management LLP | 1,803 | $775.8K | 0.65% | +1,803 | New |
| Surience Private Wealth LLC | 1,804 | $776.3K | 0.79% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 1,870 | $777.5K | 0.26% | +52+2.9% | Added |
| Golden Road Advisors LLC | 1,808 | $778.0K | 0.61% | −189−9.5% | Reduced |
| Core Wealth Advisors, Inc. | 1,829 | $786.9K | 0.25% | −19−1.0% | Reduced |
| Resolute Partners Group | 1,833 | $788.7K | 0.16% | +162+9.7% | Added |
| Kahn Brothers Group Inc | 1,839 | $791.8K | 0.14% | +12+0.7% | Added |
| Hunter Perkins Capital Management, LLC | 1,840 | $792.0K | 0.16% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 1,845 | $793.9K | 0.57% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,845 | $794.0K | 0.72% | +1+0.1% | Added |
| Compton Financial Group, LLC | 1,846 | $794.3K | 0.24% | 00.0% | Unchanged |
| Keywise Capital Management (HK) Ltd | 1,850 | $796.1K | 0.08% | −650−26.0% | Reduced |
| Baron Financial Group, LLC | 1,850 | $796.2K | 0.49% | +112+6.4% | Added |
| Harbor Group, Inc. | 1,854 | $797.6K | 0.18% | +1+0.1% | Added |
| Capital Wealth Alliance, LLC | 1,863 | $801.8K | 0.47% | −3,037−62.0% | Reduced |
| Mendota Financial Group, LLC | 1,864 | $802.1K | 0.38% | −259−12.2% | Reduced |
| Poplar Forest Capital LLC | 1,869 | $804.2K | 0.11% | 00.0% | Unchanged |
| Kaye Capital Management | 1,871 | $805.2K | 0.32% | −30−1.6% | Reduced |
| Woodline Partners LP | 1,872 | $805.5K | 0.01% | −130,829−98.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 1,880 | $809.0K | 1.96% | +32+1.7% | Added |
| Whitcomb & Hess, Inc. | 1,880 | $809.2K | 0.24% | −28−1.5% | Reduced |
| West Financial Advisors, LLC | 1,883 | $810.1K | 0.16% | +222+13.4% | Added |
| Demars Financial Group, LLC | 1,884 | $810.6K | 0.37% | −57−2.9% | Reduced |
| Avid Wealth Partners LLC | 1,890 | $813.3K | 0.58% | −342−15.3% | Reduced |
| Plotkin Financial Advisors, LLC | 1,890 | $813.3K | 0.49% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,893 | $814.7K | 0.28% | −98−4.9% | Reduced |
| Martin Investment Management, LLC | 1,897 | $816.3K | 0.20% | 00.0% | Unchanged |
| DBK Financial Counsel, LLC | 1,906 | $820.2K | 0.83% | −3−0.2% | Reduced |
| Boston Mountain Money Management Inc | 1,907 | $820.7K | 0.48% | −60−3.1% | Reduced |
| Eschler Asset Management LLP | 1,912 | $822.7K | 1.23% | −495−20.6% | Reduced |
| Eaton-Cambridge Inc. | 1,929 | $830.0K | 0.39% | −54−2.7% | Reduced |
| IAG Wealth Partners, LLC | 1,931 | $831.1K | 0.15% | −9−0.5% | Reduced |
| Copley Financial Group, Inc. | 1,933 | $831.8K | 0.76% | +1,933 | New |
| Lecap Asset Management Ltd | 1,936 | $833.1K | 0.18% | +1,936 | New |
| Arcadia Wealth Management, LLC | 1,939 | $834.5K | 0.44% | +138+7.7% | Added |
| Bryant Woods Investment Advisors, LLC | 1,938 | $834.9K | 0.43% | +70+3.7% | Added |
| Ceera Investments, LLC | 1,961 | $843.7K | 0.32% | +1,329+210.3% | Added |
| Vista Private Wealth Partners. LLC | 1,966 | $846.1K | 0.32% | −359−15.4% | Reduced |
| Priebe Wealth Holdings LLC | 1,979 | $851.4K | 0.62% | −112−5.4% | Reduced |
| Brickley Wealth Management | 1,980 | $852.0K | 0.17% | −113−5.4% | Reduced |
| Sterling Manor Financial, LLC | 1,981 | $852.3K | 0.58% | +41+2.1% | Added |
| Sequent Asset Management, LLC | 1,983 | $853.5K | 0.42% | +25+1.3% | Added |
| Orin Green Financial, LLC | 1,985 | $854.1K | 0.37% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,985 | $854.1K | 0.34% | +26+1.3% | Added |
| Future Financial Wealth Managment LLC | 1,990 | $856.3K | 0.61% | +8+0.4% | Added |
| CMT Capital Markets Trading GmbH | 2,000 | $861.0K | 0.39% | +1,350+207.7% | Added |
| Stewardship Advisors, LLC | 2,001 | $861.0K | 0.24% | +1,197+148.9% | Added |
| Long Island Wealth Management, Inc. | 2,008 | $864.0K | 0.57% | −90−4.3% | Reduced |
| Etfidea, LLC | 2,012 | $865.8K | 0.27% | −74−3.5% | Reduced |
| Burrus Financial Services, Inc. | 2,022 | $870.2K | 0.43% | +3+0.1% | Added |
| DHK Financial Advisors, Inc. | 2,023 | $870.7K | 0.53% | −34−1.7% | Reduced |
| Collaborative Wealth Managment Inc. | 2,033 | $874.6K | 0.40% | −313−13.3% | Reduced |
| Alamar Capital Management, LLC | 2,036 | $876.0K | 0.48% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2,037 | $876.6K | 0.51% | −195−8.7% | Reduced |
| Hoya Capital Real Estate, LLC | 2,044 | $879.5K | 16.32% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 2,052 | $883.0K | 0.21% | +192+10.3% | Added |
| Basso Capital Management, L.P. | 2,053 | $883.4K | 0.81% | −439−17.6% | Reduced |