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 |
|---|---|---|---|---|---|
| Caerus Investment Advisors, LLC | 2,449 | $1.05M | 1.00% | +24+1.0% | Added |
| Covey Capital Advisors, LLC | 2,450 | $1.05M | 1.16% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,451 | $1.05M | 0.24% | +3+0.1% | Added |
| Penobscot Wealth Management | 2,455 | $1.06M | 0.57% | −124−4.8% | Reduced |
| Cardinal Point Capital Management, ULC | 2,460 | $1.06M | 0.18% | +1,084+78.8% | Added |
| ARK & TLK Investments, LLC | 2,463 | $1.06M | 0.38% | 00.0% | Unchanged |
| Verde Capital Management | 2,464 | $1.06M | 0.32% | +1,527+163.0% | Added |
| Objectivity Squared, LLC | 2,597 | $1.06M | 0.74% | +23+0.9% | Added |
| Better Money Decisions, LLC | 2,475 | $1.07M | 0.76% | −22−0.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,477 | $1.07M | 0.15% | +2,477 | New |
| CMC Financial Group | 2,481 | $1.07M | 1.57% | −654−20.9% | Reduced |
| Oldfather Financial Services, LLC | 2,487 | $1.07M | 0.41% | +14+0.6% | Added |
| Intergy Private Wealth, LLC | 2,496 | $1.07M | 0.41% | +154+6.6% | Added |
| Meredith Wealth Planning | 2,503 | $1.08M | 0.51% | −159−6.0% | Reduced |
| Foundry Partners, LLC | 2,505 | $1.08M | 0.05% | −160−6.0% | Reduced |
| Austin Wealth Management, LLC | 2,593 | $1.08M | 0.24% | +124+5.0% | Added |
| Dakota Community Bank & Trust NA | 2,513 | $1.08M | 5.43% | −33−1.3% | Reduced |
| Avaii Wealth Management, LLC | 2,514 | $1.08M | 0.55% | −593−19.1% | Reduced |
| Axiom Financial Strategies, LLC | 2,523 | $1.09M | 0.57% | +1,919+317.7% | Added |
| Sensible Money, LLC | 2,525 | $1.09M | 0.47% | +11+0.4% | Added |
| Israel Discount Bank of New York | 2,533 | $1.09M | 1.62% | +99+4.1% | Added |
| Narus Financial Partners, LLC | 2,535 | $1.09M | 0.39% | −63−2.4% | Reduced |
| Carmel Capital Management L.L.C. | 2,539 | $1.09M | 0.41% | 00.0% | Unchanged |
| Wealthcare Capital Management LLC | 2,541 | $1.09M | 0.11% | +12+0.5% | Added |
| Stevard, LLC | 2,547 | $1.10M | 4.46% | −1,846−42.0% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,550 | $1.10M | 0.53% | +54+2.2% | Added |
| ShankerValleau Wealth Advisors, Inc. | 2,552 | $1.10M | 0.37% | +1,295+103.0% | Added |
| Windsor Advisory Group, LLC | 2,553 | $1.10M | 1.24% | −774−23.3% | Reduced |
| Wiser Wealth Management, Inc | 2,554 | $1.10M | 0.31% | +258+11.2% | Added |
| Noble Family Wealth, LLC | 2,556 | $1.10M | 0.30% | 00.0% | Unchanged |
| Axim Planning & Wealth | 2,559 | $1.10M | 1.24% | −13−0.5% | Reduced |
| Mullaney, Keating & Wright, Inc. | 2,560 | $1.10M | 0.76% | +30+1.2% | Added |
| Boulder Wealth Advisors, LLC | 2,569 | $1.11M | 0.60% | +25+1.0% | Added |
| America First Investment Advisors, LLC | 2,569 | $1.11M | 0.25% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 2,573 | $1.11M | 0.90% | −3−0.1% | Reduced |
| American Capital Advisory, LLC | 2,573 | $1.11M | 0.64% | +521+25.4% | Added |
| Williams & Novak, LLC | 2,573 | $1.11M | 1.03% | −230−8.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,574 | $1.11M | 0.29% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,646 | $1.11M | 1.08% | +207+8.5% | Added |
| DORVAL Corp | 2,667 | $1.11M | 0.46% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,590 | $1.11M | 0.20% | −10,659−80.5% | Reduced |
| Trademark Financial Management, LLC | 2,591 | $1.11M | 0.88% | +325+14.3% | Added |
| Botty Investors LLC | 2,596 | $1.12M | 0.37% | +197+8.2% | Added |
| Glaxis Capital Management, LLC | 2,600 | $1.12M | 4.37% | −4,000−60.6% | Reduced |
| Davis Investment Partners, LLC | 2,681 | $1.12M | 0.47% | −200−6.9% | Reduced |
| KilterHowling LLC | 2,605 | $1.12M | 0.70% | +98+3.9% | Added |
| Joseph P. Lucia & Associates, LLC | 2,605 | $1.12M | 0.52% | +176+7.2% | Added |
| Everstar Asset Management, LLC | 2,607 | $1.12M | 0.77% | +2,607 | New |
| Chris Bulman Inc | 2,607 | $1.12M | 0.76% | +137+5.5% | Added |
| Chiron Capital Management, LLC | 2,609 | $1.12M | 0.99% | +343+15.1% | Added |
| Financial Planning & Information Services, Inc. | 2,609 | $1.12M | 0.15% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,612 | $1.12M | 0.62% | +494+23.3% | Added |
| Waterford Advisors, LLC | 2,612 | $1.12M | 0.57% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 2,616 | $1.13M | 0.77% | +48+1.9% | Added |
| Ameraudi Asset Management, Inc. | 2,618 | $1.13M | 0.51% | 00.0% | Unchanged |
| TPG Financial Advisors, LLC | 2,622 | $1.13M | 0.51% | −754−22.3% | Reduced |
| Hiley Hunt Wealth Management | 2,624 | $1.13M | 0.65% | −571−17.9% | Reduced |
| Maren Capital LLC | 2,634 | $1.13M | 0.09% | −500−16.0% | Reduced |
| Stegent Equity Advisors, Inc. | 2,636 | $1.13M | 1.25% | +50+1.9% | Added |
| Silverberg Bernstein Capital Management LLC | 2,642 | $1.14M | 1.04% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,644 | $1.14M | 0.79% | +5+0.2% | Added |
| Keener Financial Planning LLC | 2,646 | $1.14M | 0.75% | −525−16.6% | Reduced |
| AJ Advisors, LLC | 2,653 | $1.14M | 0.59% | +36+1.4% | Added |
| Richwood Investment Advisors, LLC | 2,659 | $1.14M | 0.95% | −167−5.9% | Reduced |
| Discipline Wealth Solutions, LLC | 2,659 | $1.14M | 0.60% | +2,138+410.4% | Added |
| Provident Wealth Management, LLC | 2,659 | $1.14M | 0.39% | +270+11.3% | Added |
| Conestoga Capital Advisors, LLC | 2,662 | $1.15M | 0.02% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 2,662 | $1.15M | 0.92% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 2,663 | $1.15M | 0.34% | −100−3.6% | Reduced |
| RFG Holdings, Inc. | 2,659 | $1.15M | 0.40% | −388−12.7% | Reduced |
| Fortune 45 LLC | 2,665 | $1.15M | 0.81% | +24+0.9% | Added |
| Cornerstone Planning Group LLC | 2,657 | $1.15M | 0.30% | −251−8.6% | Reduced |
| Arrowroot Family Office, LLC | 2,670 | $1.15M | 0.67% | +99+3.9% | Added |
| McMahon Financial Advisors, LLC | 2,674 | $1.15M | 0.25% | +44+1.7% | Added |
| Signature Resources Capital Management, LLC | 2,678 | $1.15M | 1.05% | −123−4.4% | Reduced |
| Lauterbach Financial Advisors, LLC | 2,679 | $1.15M | 0.70% | −343−11.4% | Reduced |
| Oberweis Asset Management Inc | 2,685 | $1.16M | 0.06% | −40−1.5% | Reduced |
| RHS Financial, LLC | 2,688 | $1.16M | 0.58% | +2,688 | New |
| Red Mountain Financial, LLC | 2,701 | $1.16M | 1.24% | −60−2.2% | Reduced |
| Marks Wealth, LLC | 2,702 | $1.16M | 0.50% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,704 | $1.16M | 0.45% | +364+15.6% | Added |
| B&D White Capital Company, LLC | 2,706 | $1.16M | 0.20% | +2,706 | New |
| Keystone Financial Services | 2,714 | $1.17M | 0.45% | +278+11.4% | Added |
| Client 1st Advisory Group, LLC | 2,714 | $1.17M | 0.46% | +270+11.0% | Added |
| Tranquilli Financial Advisor LLC | 2,719 | $1.17M | 0.73% | +12+0.4% | Added |
| H&H Retirement Design & Management INC | 2,796 | $1.17M | 0.69% | −75−2.6% | Reduced |
| Hanseatic Management Services Inc | 2,723 | $1.17M | 1.66% | +121+4.7% | Added |
| Planning Directions Inc | 2,728 | $1.17M | 0.70% | −562−17.1% | Reduced |
| Parametrica Management Ltd | 2,731 | $1.18M | 1.40% | −10,819−79.8% | Reduced |
| Quaker Wealth Management, LLC | 2,743 | $1.18M | 0.43% | +2,743 | New |
| Lowe Wealth Advisors, LLC | 2,747 | $1.18M | 0.51% | +58+2.2% | Added |
| Blankinship & Foster, LLC | 2,750 | $1.18M | 0.29% | +1,000+57.1% | Added |
| Inspire Advisors, LLC | 2,758 | $1.19M | 0.14% | +153+5.9% | Added |
| Halter Ferguson Financial Inc. | 2,761 | $1.19M | 0.67% | +461+20.0% | Added |
| Lloyd Advisory Services, LLC. | 2,762 | $1.19M | 0.57% | +111+4.2% | Added |
| Warner Financial, Inc | 2,767 | $1.19M | 0.53% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,769 | $1.19M | 0.47% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 2,791 | $1.20M | 0.58% | +338+13.8% | Added |
| ODonnell Financial Services, LLC | 2,793 | $1.20M | 0.49% | +253+10.0% | Added |
| Mizuho Securities Co. Ltd. | 2,800 | $1.20M | 2.97% | +250+9.8% | Added |