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 |
|---|---|---|---|---|---|
| APCM Wealth Management for Individuals | 2,822 | $1.21M | 0.18% | −334−10.6% | Reduced |
| Passumpsic Savings Bank | 2,832 | $1.22M | 0.80% | +1,156+69.0% | Added |
| BetterWealth, LLC | 2,839 | $1.22M | 0.36% | −2,274−44.5% | Reduced |
| Kelman-Lazarov, Inc. | 2,840 | $1.22M | 0.21% | +30+1.1% | Added |
| Gallacher Capital Management LLC | 2,842 | $1.22M | 0.56% | −398−12.3% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,846 | $1.22M | 0.69% | −10−0.4% | Reduced |
| Opus Capital Group, LLC | 2,852 | $1.23M | 0.15% | +121+4.4% | Added |
| Kraematon Investment Advisors, Inc | 2,857 | $1.23M | 1.21% | +371+14.9% | Added |
| Yoder Wealth Management, Inc. | 2,861 | $1.23M | 0.74% | +302+11.8% | Added |
| Brown Wealth Management, LLC | 2,873 | $1.24M | 0.45% | +121+4.4% | Added |
| Wick Capital Partners, LLC | 2,877 | $1.24M | 0.40% | −166−5.5% | Reduced |
| Birmingham Capital Management Co Inc | 2,887 | $1.24M | 0.45% | −95−3.2% | Reduced |
| Flower City Capital | 2,897 | $1.25M | 0.73% | −25−0.9% | Reduced |
| Coyle Financial Counsel LLC | 2,795 | $1.25M | 0.44% | +439+18.6% | Added |
| Sherbrooke Park Advisers LLC | 2,907 | $1.25M | 0.29% | +2,907 | New |
| Winslow Asset Management Inc | 2,908 | $1.25M | 0.23% | −90−3.0% | Reduced |
| HFG Advisors, Inc. | 2,914 | $1.25M | 1.11% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 2,983 | $1.25M | 2.58% | +65+2.2% | Added |
| Brio Consultants, LLC | 2,920 | $1.26M | 0.20% | +464+18.9% | Added |
| SWMG, LLC | 2,957 | $1.26M | 0.52% | +2,444+476.4% | Added |
| Sugar Maple Asset Management, LLC | 2,927 | $1.26M | 1.09% | −404−12.1% | Reduced |
| Plum Street Advisors, LLC | 2,948 | $1.27M | 0.64% | +1,477+100.4% | Added |
| Tandem Wealth Advisors LLC | 2,951 | $1.27M | 0.64% | +222+8.1% | Added |
| Gray Private Wealth, LLC | 2,955 | $1.27M | 0.76% | −64−2.1% | Reduced |
| Wealthgarden F.S. LLC | 2,955 | $1.27M | 1.24% | 00.0% | Unchanged |
| Christensen, King & Associates Investment Services, Inc. | 2,961 | $1.27M | 0.60% | −223−7.0% | Reduced |
| Epiq Partners, LLC | 2,969 | $1.28M | 0.71% | −155−5.0% | Reduced |
| Ridgepath Capital Management LLC | 2,970 | $1.28M | 1.02% | +16+0.5% | Added |
| Gimbal Financial | 3,012 | $1.28M | 0.83% | −103−3.3% | Reduced |
| Act Wealth Management, LLC | 2,995 | $1.29M | 0.57% | −627−17.3% | Reduced |
| MAS Advisors LLC | 2,996 | $1.29M | 2.75% | −17−0.6% | Reduced |
| Global Wealth Strategies & Associates | 2,997 | $1.29M | 0.42% | +25+0.8% | Added |
| Gruss & Co., LLC | 3,000 | $1.29M | 10.19% | −1,000−25.0% | Reduced |
| De Lisle Partners LLP | 3,000 | $1.29M | 0.21% | +3,000 | New |
| Stephens Investment Management Group LLC | 3,006 | $1.29M | 0.02% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 3,012 | $1.30M | 0.48% | −351−10.4% | Reduced |
| Dean Investment Associates, LLC | 3,016 | $1.30M | 0.18% | −133−4.2% | Reduced |
| Monumental Financial Group Inc. | 3,017 | $1.30M | 0.48% | −310−9.3% | Reduced |
| Trinity Wealth Management, LLC | 3,017 | $1.30M | 0.60% | −9−0.3% | Reduced |
| Claris Advisors, LLC | 3,036 | $1.31M | 0.57% | +139+4.8% | Added |
| Pitti Group Wealth Management, LLC | 3,475 | $1.31M | 1.42% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,039 | $1.31M | 0.56% | +256+9.2% | Added |
| LGT Financial Advisors LLC | 3,039 | $1.31M | 3.23% | −1,076−26.1% | Reduced |
| Columbia Advisory Partners LLC | 3,046 | $1.31M | 1.24% | +132+4.5% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,050 | $1.31M | 0.52% | −11−0.4% | Reduced |
| Innova Wealth Partners | 3,053 | $1.31M | 1.08% | −2,314−43.1% | Reduced |
| Arlington Capital Management, Inc. | 3,053 | $1.31M | 1.08% | −75−2.4% | Reduced |
| McNaughton Wealth Management, LLC | 3,054 | $1.31M | 0.64% | +42+1.4% | Added |
| Sprinkle Financial Consultants LLC | 3,062 | $1.32M | 0.94% | −53−1.7% | Reduced |
| Westfuller Advisors, LLC | 3,067 | $1.32M | 0.95% | +3,067 | New |
| Uhlmann Price Securities, LLC | 3,068 | $1.32M | 1.05% | +3,068 | New |
| R. W. Roge & Company, Inc. | 3,072 | $1.32M | 0.71% | −195−6.0% | Reduced |
| Verus Financial Partners, Inc. | 3,143 | $1.32M | 0.14% | +46+1.5% | Added |
| Aspire Wealth Management Corp | 3,075 | $1.32M | 0.71% | +2+0.1% | Added |
| Schwartz Investment Counsel Inc | 3,075 | $1.32M | 0.05% | −100−3.1% | Reduced |
| Gibson Capital, LLC | 3,080 | $1.33M | 0.27% | 00.0% | Unchanged |
| Presidio Capital Management, LLC | 3,086 | $1.33M | 0.85% | +290+10.4% | Added |
| LifePlan Investment Advisors, Inc. | 3,088 | $1.33M | 0.85% | +52+1.7% | Added |
| Brogan Financial, Inc. | 3,088 | $1.33M | 0.76% | +7+0.2% | Added |
| Cairn Investment Group, Inc. | 3,088 | $1.33M | 0.73% | −87−2.7% | Reduced |
| Tower Wealth Partners, Inc. | 3,108 | $1.34M | 0.78% | +104+3.5% | Added |
| My Purposeful Wealth Corp. | 3,115 | $1.34M | 0.64% | +268+9.4% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $1.34M | 0.53% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 3,118 | $1.34M | 0.78% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 3,119 | $1.34M | 0.11% | +31+1.0% | Added |
| POM Investment Strategies, LLC | 3,134 | $1.35M | 1.05% | +15+0.5% | Added |
| Ridgewood Investments LLC | 3,137 | $1.35M | 0.68% | −1,116−26.2% | Reduced |
| Welch Capital Partners LLC | 3,137 | $1.35M | 0.30% | 00.0% | Unchanged |
| Peak Financial Management, Inc. | 3,142 | $1.35M | 0.40% | −43−1.4% | Reduced |
| Second Half Financial Partners, LLC | 3,144 | $1.35M | 0.72% | +3,144 | New |
| Soundwatch Capital LLC | 3,152 | $1.36M | 0.21% | +3,152 | New |
| Sage Investment Advisers LLC | 3,157 | $1.36M | 1.42% | −140−4.2% | Reduced |
| Sightline Wealth Advisors, LLC | 3,158 | $1.36M | 0.75% | +10.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,158 | $1.36M | 0.00% | +1,053+50.0% | Added |
| WESPAC Advisors, LLC | 3,165 | $1.36M | 1.01% | −54−1.7% | Reduced |
| CPA Asset Management LLC | 3,166 | $1.36M | 0.66% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 3,168 | $1.36M | 0.89% | +150+5.0% | Added |
| ArrowMark Colorado Holdings LLC | 3,169 | $1.36M | 0.02% | 00.0% | Unchanged |
| FreeGulliver LLC | 3,173 | $1.37M | 0.81% | +1,055+49.8% | Added |
| Aufman Associates Inc | 3,173 | $1.37M | 0.88% | +795+33.4% | Added |
| Brightwater Advisory LLC | 3,174 | $1.37M | 1.01% | −28,682−90.0% | Reduced |
| Basepoint Wealth LLC | 3,191 | $1.37M | 1.01% | −428−11.8% | Reduced |
| WorthPointe, LLC | 3,193 | $1.37M | 0.58% | +298+10.3% | Added |
| Trinity Financial Advisors LLC | 4,019 | $1.38M | 0.62% | +101+2.6% | Added |
| Live Oak Investment Partners | – | $1.38M | 1.07% | – | – |
| Shelton Wealth Management, LLC | 3,201 | $1.38M | 0.78% | +68+2.2% | Added |
| One + One Wealth Management, LLC | 3,203 | $1.38M | 0.82% | −664−17.2% | Reduced |
| Cypress Point Wealth Management, LLC | 3,208 | $1.38M | 0.54% | +25+0.8% | Added |
| May Barnhard Investments LLC | 3,209 | $1.38M | 0.67% | +28+0.9% | Added |
| Dougherty Wealth Advisers LLC | 3,215 | $1.38M | 1.10% | −75−2.3% | Reduced |
| Elite Life Management LLC | 3,218 | $1.38M | 4.52% | +60+1.9% | Added |
| Mma Asset Management LLC | 3,716 | $1.39M | 0.37% | +1,139+44.2% | Added |
| MGO Private Wealth, LLC | 3,223 | $1.39M | 0.99% | −1,832−36.2% | Reduced |
| Cassia Capital Partners, LLC | 3,229 | $1.39M | 0.92% | −124−3.7% | Reduced |
| Kooman & Associates | 3,232 | $1.39M | 0.51% | −220−6.4% | Reduced |
| Vanguard Capital Wealth Advisors | 3,237 | $1.39M | 1.47% | −5,025−60.8% | Reduced |
| IVC Wealth Advisors LLC | 3,237 | $1.39M | 0.76% | +167+5.4% | Added |
| Echo Wealth Management, LLC | 3,339 | $1.39M | 0.97% | −110−3.2% | Reduced |
| True Link Financial Advisors, LLC | 3,244 | $1.40M | 0.12% | +6+0.2% | Added |
| Element Wealth, LLC | 3,245 | $1.40M | 0.74% | −404−11.1% | Reduced |