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 |
|---|---|---|---|---|---|
| Waypoint Wealth Partners Inc. | 2,055 | $884.3K | 0.23% | −366−15.1% | Reduced |
| Galibier Capital Management Ltd. | 2,058 | $885.6K | 0.20% | 00.0% | Unchanged |
| BWM Planning, LLC | 2,064 | $888.2K | 0.39% | +2,064 | New |
| Bluestem Financial Advisors, LLC | 2,067 | $889.4K | 0.42% | +868+72.4% | Added |
| Ardent Capital Management, Inc. | 2,067 | $889.4K | 0.40% | −6−0.3% | Reduced |
| MontVue Capital Management, Inc. | 2,070 | $890.7K | 0.68% | −61−2.9% | Reduced |
| Emergent Wealth Advisors, LLC | 2,070 | $890.8K | 0.66% | +211+11.4% | Added |
| Sage Financial Management Group, Inc. | 2,071 | $891.0K | 0.35% | +2,071 | New |
| Tidemark, LLC | 2,079 | $894.6K | 0.37% | +97+4.9% | Added |
| Virtus ETF Advisers LLC | 2,082 | $895.9K | 0.42% | −16−0.8% | Reduced |
| Altus Wealth Management, LLC | 2,083 | $896.4K | 0.42% | −371−15.1% | Reduced |
| TSA Wealth Managment LLC | 2,085 | $897.2K | 0.36% | +242+13.1% | Added |
| Moody Aldrich Partners LLC | 2,086 | $897.6K | 0.16% | −900−30.1% | Reduced |
| CGC Financial Services, LLC | 2,087 | $898.1K | 0.36% | −317−13.2% | Reduced |
| Darrow Company, Inc. | 2,097 | $902.4K | 0.52% | 00.0% | Unchanged |
| Financial Symmetry Inc | 2,106 | $906.2K | 0.63% | +184+9.6% | Added |
| Able Wealth Management LLC | 2,107 | $907.0K | 0.69% | −20−0.9% | Reduced |
| Motiv8 Investments LLC | 2,109 | $907.4K | 0.61% | +152+7.8% | Added |
| Martel Wealth Advisors Inc | 2,187 | $910.0K | 0.19% | −114−5.0% | Reduced |
| Value Aligned Research Advisors, LLC | 1,980 | $911.4K | 0.24% | +1,090+122.5% | Added |
| ESL Trust Services, LLC | 2,122 | $913.1K | 0.21% | −105−4.7% | Reduced |
| Cannon Financial Strategists, Inc. | 2,124 | $914.1K | 0.16% | −12−0.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,130 | $916.4K | 0.52% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 2,135 | $918.7K | 0.41% | +10.0% | Added |
| Weil Company, Inc. | 2,136 | $919.0K | 0.30% | +26+1.2% | Added |
| BIT Capital GmbH | 2,137 | $919.6K | 0.09% | −39,518−94.9% | Reduced |
| Portland Investment Counsel Inc. | 2,137 | $919.6K | 0.33% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 2,154 | $926.8K | 0.61% | −25−1.1% | Reduced |
| Vestia Personal Wealth Advisors | 2,157 | $928.1K | 0.87% | +116+5.7% | Added |
| Equita Financial Network, Inc. | 2,158 | $929.0K | 0.34% | +724+50.5% | Added |
| Jentner Corp | 2,160 | $929.6K | 0.28% | +13+0.6% | Added |
| Tilson Financial Group, Inc. | 2,162 | $930.0K | 0.40% | +2,162 | New |
| Mason Investment Advisory Services, Inc. | 2,163 | $930.6K | 0.05% | −105−4.6% | Reduced |
| Kendall Capital Management | 2,164 | $931.2K | 0.29% | −5−0.2% | Reduced |
| Horizon Family Wealth, Inc. | 2,172 | $934.7K | 0.67% | −2−0.1% | Reduced |
| SWS Partners | 2,173 | $934.8K | 0.30% | +8+0.4% | Added |
| Gouws Capital LLC | 2,174 | $935.5K | 0.63% | −5−0.2% | Reduced |
| Thompson Davis & Co., Inc. | 2,177 | $936.8K | 0.69% | +783+56.2% | Added |
| ForthRight Wealth Management, LLC | 2,178 | $937.3K | 0.31% | +49+2.3% | Added |
| Sound Stewardship, LLC | 2,185 | $940.2K | 0.53% | −75−3.3% | Reduced |
| TAP Consulting, LLC | 2,186 | $940.6K | 0.19% | −53−2.4% | Reduced |
| Fort, L.P. | 2,189 | $941.9K | 2.38% | −142−6.1% | Reduced |
| Auour Investments LLC | 2,187 | $944.7K | 0.34% | −15−0.7% | Reduced |
| Mustard Seed Financial, LLC | 2,200 | $946.7K | 0.79% | +319+17.0% | Added |
| TKG Advisors, LLC | 2,201 | $947.0K | 0.47% | −32−1.4% | Reduced |
| GoalFusion Wealth Management, LLC | 2,203 | $947.9K | 0.53% | +90+4.3% | Added |
| Raffa Wealth Management, LLC | 2,204 | $948.4K | 0.23% | −970−30.6% | Reduced |
| Great Oak Capital Partners, LLC | 2,281 | $949.1K | 0.33% | +3+0.1% | Added |
| Signify Wealth | 2,210 | $950.8K | 1.16% | −98−4.2% | Reduced |
| Horrell Capital Management, Inc. | 2,211 | $951.0K | 0.28% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 2,210 | $951.1K | 0.45% | −4−0.2% | Reduced |
| Xcel Wealth Management, LLC | 2,215 | $953.3K | 0.28% | +348+18.6% | Added |
| O'Connor Financial Group LLC | 2,216 | $953.5K | 0.50% | −8−0.4% | Reduced |
| Annapolis Financial Services, LLC | 2,223 | $956.6K | 0.28% | +27+1.2% | Added |
| Family Investment Center, Inc. | 2,224 | $956.9K | 0.24% | +412+22.7% | Added |
| Conservest Capital Advisors, Inc. | 2,280 | $959.3K | 0.10% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 2,233 | $961.0K | 0.78% | +270+13.8% | Added |
| One Degree Advisors Inc | 2,249 | $962.0K | 0.41% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 2,240 | $963.9K | 0.87% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 2,248 | $967.5K | 0.52% | −24−1.1% | Reduced |
| Bear Mountain Capital, Inc. | 2,312 | $968.0K | 0.38% | 00.0% | Unchanged |
| Tang Capital Management LLC | 2,250 | $968.2K | 0.07% | +1,436+176.4% | Added |
| Arnhold LLC | 2,250 | $968.2K | 0.09% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 2,251 | $968.6K | 0.58% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 2,253 | $969.5K | 0.23% | +2,253 | New |
| Wealth Forward, LLC | 2,262 | $973.3K | 0.68% | +40+1.8% | Added |
| Allen Wealth Management, LLC | 2,284 | $982.9K | 0.68% | +30+1.3% | Added |
| TNF LLC | 2,314 | $982.9K | 0.35% | +10.0% | Added |
| Allie Family Office LLC | 2,290 | $985.4K | 0.53% | +325+16.5% | Added |
| Mosaic Advisors LLC | 2,291 | $985.8K | 0.75% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 2,308 | $988.3K | 0.33% | −50−2.1% | Reduced |
| Dopkins Wealth Management, LLC | 2,300 | $989.7K | 0.80% | −374−14.0% | Reduced |
| RiverGlades Family Offices LLC | 2,300 | $989.7K | 0.71% | 00.0% | Unchanged |
| DDFG, Inc | 2,302 | $990.6K | 0.28% | −796−25.7% | Reduced |
| Caitlin John, LLC | 2,339 | $994.5K | 0.64% | −2,091−47.2% | Reduced |
| Wheelhouse Advisory Group LLC | 2,311 | $994.8K | 0.64% | −69−2.9% | Reduced |
| Trellis Wealth Advisors LLC | 2,315 | $996.1K | 0.50% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 2,316 | $996.6K | 0.25% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,327 | $1.00M | 0.20% | +291+14.3% | Added |
| Chico Wealth RIA | 2,328 | $1.00M | 0.86% | +258+12.5% | Added |
| Ballew Advisors, Inc | 2,401 | $1.00M | 0.67% | +20+0.8% | Added |
| BlueSky Wealth Advisors, LLC | 2,332 | $1.00M | 0.16% | −11−0.5% | Reduced |
| Morton Brown Family Wealth, LLC | 2,338 | $1.01M | 0.36% | +400+20.6% | Added |
| Archetype Wealth Partners | 2,343 | $1.01M | 0.15% | −243−9.4% | Reduced |
| Wealth Group Ltd | 2,346 | $1.01M | 0.29% | −133−5.4% | Reduced |
| Level Financial Advisors, Inc. | 2,352 | $1.01M | 0.39% | −355−13.1% | Reduced |
| Meridian Management Co | 2,360 | $1.02M | 0.26% | +163+7.4% | Added |
| GGM Financials LLC | 2,369 | $1.02M | 0.88% | +8+0.3% | Added |
| McMorgan & Co LLC | 2,380 | $1.02M | 0.16% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 2,382 | $1.02M | 0.70% | +2+0.1% | Added |
| AlphaQ Advisors LLC | 2,391 | $1.03M | 2.87% | −20−0.8% | Reduced |
| Fortis Advisors, LLC | 2,408 | $1.04M | 0.67% | +67+2.9% | Added |
| Sharp Financial Services, LLC | 2,409 | $1.04M | 0.80% | +40+1.7% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,418 | $1.04M | 0.51% | +8+0.3% | Added |
| Axecap Investments, LLC | 2,428 | $1.04M | 0.79% | +2,428 | New |
| Seven Springs Wealth Group, LLC | 2,430 | $1.05M | 0.38% | 00.0% | Unchanged |
| JFG Wealth Management, LLC | 2,434 | $1.05M | 0.29% | +1,039+74.5% | Added |
| 25 LLC | 2,436 | $1.05M | 0.45% | +186+8.3% | Added |
| International Private Wealth Advisors LLC | 2,440 | $1.05M | 1.54% | −238−8.9% | Reduced |
| Stage Harbor Financial, LLC | 2,526 | $1.05M | 0.96% | +32+1.3% | Added |