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 |
|---|---|---|---|---|---|
| Parker Financial LLC | 3,246 | $1.40M | 0.70% | −178−5.2% | Reduced |
| Ionic Capital Management LLC | 3,250 | $1.40M | 0.84% | +3,250 | New |
| Deseret Mutual Benefit Administrators | 3,255 | $1.40M | 0.71% | 00.0% | Unchanged |
| Asset Planning Corporation | 3,257 | $1.40M | 0.91% | +10.0% | Added |
| Clarus Wealth Advisors | 3,426 | $1.40M | 0.71% | +99+3.0% | Added |
| Kuhn & Co Investment Counsel | 3,261 | $1.40M | 1.20% | +33+1.0% | Added |
| Crane Advisory, LLC | 3,386 | $1.40M | 0.25% | 00.0% | Unchanged |
| Koa Wealth Management, LLC | 3,278 | $1.41M | 1.09% | +124+3.9% | Added |
| Insight Folios Inc | 3,283 | $1.41M | 0.50% | −71−2.1% | Reduced |
| Horizon Bancorp Inc | 3,286 | $1.41M | 0.65% | +110+3.5% | Added |
| Hyperion Partners, LLC | 3,291 | $1.42M | 0.90% | −14−0.4% | Reduced |
| HighMark Wealth Management LLC | 3,296 | $1.42M | 0.78% | +96+3.0% | Added |
| Joule Financial, LLC | 3,299 | $1.42M | 0.52% | −416−11.2% | Reduced |
| Cowa, LLC | 3,304 | $1.42M | 0.68% | −1,300−28.2% | Reduced |
| Colorado Capital Management, Inc. | 3,310 | $1.42M | 0.70% | −137−4.0% | Reduced |
| Wallace Capital Management Inc. | 3,312 | $1.43M | 0.19% | +70+2.2% | Added |
| Columbus Macro, LLC | 3,362 | $1.43M | 0.52% | −43−1.3% | Reduced |
| New Harbor Financial Group, LLC | 3,324 | $1.43M | 0.41% | +2,069+164.9% | Added |
| Cresta Advisors, Ltd. | 3,340 | $1.44M | 0.75% | +10.0% | Added |
| Guardian Financial Partners, LLC | 3,351 | $1.44M | 0.90% | +105+3.2% | Added |
| Bernardo Wealth Planning LLC | 3,463 | $1.44M | 0.35% | +731+26.8% | Added |
| Heck Capital Advisors, LLC | 3,356 | $1.44M | 0.17% | −93−2.7% | Reduced |
| FMB Wealth Management | 3,363 | $1.45M | 0.82% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 3,369 | $1.45M | 0.36% | +118+3.6% | Added |
| Garrett Wealth Advisory Group, LLC | 3,369 | $1.45M | 0.36% | +291+9.5% | Added |
| Fox Run Management, L.L.C. | 3,371 | $1.45M | 0.32% | +1,093+48.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 3,375 | $1.45M | 1.07% | −133−3.8% | Reduced |
| FNY Investment Advisers, LLC | 3,385 | $1.46M | 0.70% | +3,165+1,438.6% | Added |
| Ironsides Asset Advisors, LLC | 3,385 | $1.46M | 0.42% | +639+23.3% | Added |
| Morling Financial Advisors, LLC | 3,388 | $1.46M | 0.56% | +154+4.8% | Added |
| Panoramic Investment Advisors, LLC | 3,388 | $1.46M | 1.01% | +3,388 | New |
| Diker Management LLC | 3,392 | $1.46M | 1.17% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 3,395 | $1.46M | 1.16% | +230+7.3% | Added |
| Defender Capital, LLC. | 3,401 | $1.46M | 0.49% | +5+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,402 | $1.46M | 0.75% | +393+13.1% | Added |
| TruNorth Capital Management, LLC | 3,404 | $1.46M | 0.43% | +402+13.4% | Added |
| FinDec Wealth Services, Inc. | 3,408 | $1.47M | 0.85% | +24+0.7% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3,409 | $1.47M | 0.18% | +384+12.7% | Added |
| Pachira Investments Inc. | 3,410 | $1.47M | 1.13% | +305+9.8% | Added |
| Sterling Financial Planning, Inc. | 3,418 | $1.47M | 0.54% | +106+3.2% | Added |
| Stordahl Capital Management, Inc. | 3,502 | $1.47M | 0.35% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,434 | $1.48M | 1.26% | −841−19.7% | Reduced |
| William B. Walkup & Associates, Inc. | 3,439 | $1.48M | 0.92% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 3,455 | $1.49M | 0.50% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3,469 | $1.49M | 0.62% | −10.0% | Reduced |
| Castlekeep Investment Advisors LLC | 3,469 | $1.49M | 1.02% | −98−2.7% | Reduced |
| Magnolia Wealth Management, LLC | 3,471 | $1.49M | 1.06% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,478 | $1.50M | 0.75% | −5−0.1% | Reduced |
| Forthright Family Wealth Advisory LLC | 3,377 | $1.50M | 0.96% | +28+0.8% | Added |
| Tanglewood Legacy Advisors, LLC | 3,481 | $1.50M | 0.67% | +375+12.1% | Added |
| Garrison Asset Management, LLC | 3,486 | $1.50M | 0.76% | −144−4.0% | Reduced |
| ACT Advisors, LLC. | 3,489 | $1.50M | 0.71% | +205+6.2% | Added |
| Mountain Capital Investment Advisors, Inc | 3,550 | $1.50M | 0.33% | −54−1.5% | Reduced |
| SMART Wealth LLC | 3,494 | $1.50M | 0.59% | −907−20.6% | Reduced |
| Ackerman Capital Advisors, LLC | 3,495 | $1.50M | 0.39% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 3,508 | $1.51M | 0.45% | +370+11.8% | Added |
| Parkwoods Wealth Partners, LLC | 3,511 | $1.51M | 1.24% | +3,511 | New |
| Powell Investment Advisors, LLC | 3,518 | $1.51M | 0.71% | −439−11.1% | Reduced |
| Visionary Horizons, LLC | 3,517 | $1.51M | 1.01% | +251+7.7% | Added |
| Presilium Private Wealth, LLC | 3,522 | $1.52M | 0.35% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 3,523 | $1.52M | 0.30% | +231+7.0% | Added |
| Howard Wealth Management, LLC | 3,531 | $1.52M | 0.88% | −12−0.3% | Reduced |
| Private Wealth Management Group, LLC | 3,536 | $1.52M | 0.60% | +28+0.8% | Added |
| Geometric Wealth Advisors | 3,539 | $1.52M | 0.28% | −39−1.1% | Reduced |
| Slocum, Gordon & Co LLP | 3,541 | $1.52M | 0.61% | −718−16.9% | Reduced |
| Edge Financial Advisors LLC | 3,547 | $1.53M | 1.35% | +247+7.5% | Added |
| Acas, LLC | 3,549 | $1.53M | 1.26% | +132+3.9% | Added |
| Integrated Capital Management, LLC | 3,553 | $1.53M | 0.81% | +3,553 | New |
| Defined Wealth Management, LLC | 3,556 | $1.53M | 0.99% | +150+4.4% | Added |
| Hibernia Wealth Partners, LLC | 3,556 | $1.53M | 0.53% | +513+16.9% | Added |
| Seneca Financial Advisors LLC | 3,558 | $1.53M | 0.74% | −176−4.7% | Reduced |
| Earnest Partners LLC | 3,569 | $1.54M | 0.01% | −16−0.4% | Reduced |
| Arcus Capital Partners, LLC | 3,593 | $1.55M | 0.56% | −699−16.3% | Reduced |
| Tacita Capital Inc | 3,594 | $1.55M | 1.01% | 00.0% | Unchanged |
| Seascape Capital Management | 3,596 | $1.55M | 0.55% | +23+0.6% | Added |
| Foundation Wealth Management, LLC | 3,598 | $1.55M | 1.17% | −133−3.6% | Reduced |
| Silver Coast Investments LLC | 3,606 | $1.55M | 0.57% | −10.0% | Reduced |
| Holland Advisory Services, Inc. | 3,608 | $1.55M | 2.03% | +10.0% | Added |
| Cornercap Investment Counsel Inc | 3,609 | $1.55M | 0.46% | −8,298−69.7% | Reduced |
| Alterna Wealth Management, Inc | 3,620 | $1.56M | 1.40% | −911−20.1% | Reduced |
| Hoge Financial Services, LLC | 3,621 | $1.56M | 1.17% | +304+9.2% | Added |
| Moneywise, Inc. | 3,622 | $1.56M | 0.77% | +3,622 | New |
| Market Street Wealth Management Advisors LLC | 3,625 | $1.56M | 0.26% | +282+8.4% | Added |
| ISAM Funds (UK) Ltd | 3,635 | $1.56M | 0.89% | +3,635 | New |
| Saiph Capital, LLC | 3,639 | $1.57M | 0.74% | +19+0.5% | Added |
| WPWealth LLP | 3,645 | $1.57M | 0.33% | +200+5.8% | Added |
| Tenon Financial LLC | 3,656 | $1.57M | 1.04% | −14−0.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 3,657 | $1.57M | 0.44% | −64−1.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3,666 | $1.58M | 2.49% | +420+12.9% | Added |
| Marquette Asset Management, LLC | 3,668 | $1.58M | 0.25% | +555+17.8% | Added |
| Biechele Royce Advisors | 3,676 | $1.58M | 0.52% | −116−3.1% | Reduced |
| Awm Capital, LLC | 3,681 | $1.58M | 0.19% | +170+4.8% | Added |
| Systematic Financial Management LP | 3,685 | $1.59M | 0.04% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 3,686 | $1.59M | 0.36% | 00.0% | Unchanged |
| Eclectic Associates Inc | 3,697 | $1.59M | 0.63% | −623−14.4% | Reduced |
| Rebalance, LLC | 3,704 | $1.59M | 0.12% | +253+7.3% | Added |
| Yeomans Consulting Group, Inc. | 3,709 | $1.60M | 0.60% | −9−0.2% | Reduced |
| Strategic Financial Partners, Ltd. | 3,713 | $1.60M | 0.82% | +96+2.7% | Added |
| Ferguson Shapiro LLC | 3,713 | $1.60M | 0.60% | −1,186−24.2% | Reduced |
| Intelligence Driven Advisers, LLC | 3,714 | $1.60M | 0.23% | +234+6.7% | Added |