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 |
|---|---|---|---|---|---|
| Soma Equity Partners LP | 167,102 | $71.9M | 4.20% | −89,616−34.9% | Reduced |
| RiverFront Investment Group, LLC | 166,499 | $71.6M | 1.69% | +14,485+9.5% | Added |
| Generate Investment Management Ltd | 166,264 | $71.5M | 4.78% | −17,461−9.5% | Reduced |
| Eagle Global Advisors LLC | 165,857 | $71.4M | 3.54% | −493−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 165,826 | $71.4M | 2.97% | +1,693+1.0% | Added |
| Cornerstone Investment Partners, LLC | 165,311 | $71.1M | 3.52% | +5,328+3.3% | Added |
| Insight Holdings Group, LLC | 164,560 | $70.8M | 3.08% | −2,900−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 164,518 | $70.8M | 2.91% | +3,695+2.3% | Added |
| Empowered Funds, LLC | 164,417 | $70.7M | 1.11% | −4,116−2.4% | Reduced |
| Tower Bridge Advisors | 164,388 | $70.7M | 7.34% | +445+0.3% | Added |
| Woodstock Corp | 163,451 | $70.3M | 6.77% | −1,238−0.8% | Reduced |
| Grassi Investment Management | 163,292 | $70.3M | 6.07% | +196+0.1% | Added |
| Ulysses Management LLC | 163,000 | $70.1M | 16.07% | 00.0% | Unchanged |
| Compass Capital Management, Inc | 162,860 | $70.1M | 4.44% | −381−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 162,652 | $70.0M | 1.06% | +153,583+1,693.5% | Added |
| Plato Investment Management Ltd | 162,799 | $70.0M | 5.68% | +4,161+2.6% | Added |
| Fairview Capital Investment Management, LLC | 162,592 | $70.0M | 3.78% | +505+0.3% | Added |
| GAM Holding AG | 161,330 | $69.4M | 5.53% | −24,671−13.3% | Reduced |
| Rheos Capital Works Inc. | 161,300 | $69.4M | 3.62% | −68,000−29.7% | Reduced |
| First Horizon Advisors, Inc. | 161,156 | $69.3M | 1.93% | +421+0.3% | Added |
| Moneta Group Investment Advisors LLC | 161,121 | $69.3M | 1.01% | −2,008−1.2% | Reduced |
| Himension Fund | 160,958 | $69.3M | 5.41% | +15,016+10.3% | Added |
| Dynamic Advisor Solutions LLC | 160,105 | $68.9M | 2.07% | −1,316−0.8% | Reduced |
| Contour Asset Management LLC | 160,071 | $68.9M | 2.27% | −194,734−54.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 160,005 | $68.9M | 4.92% | +567+0.4% | Added |
| Patten & Patten Inc | 159,800 | $68.8M | 4.56% | −980−0.6% | Reduced |
| Bard Financial Services, Inc. | 159,258 | $68.5M | 8.09% | −33,300−17.3% | Reduced |
| Sigma Planning Corp | 159,061 | $68.4M | 2.10% | −4,475−2.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 158,827 | $68.3M | 7.48% | −1,705−1.1% | Reduced |
| BLB&B Advisors, LLC | 158,724 | $68.3M | 3.49% | +1,264+0.8% | Added |
| Narwhal Capital Management | 158,612 | $68.3M | 6.14% | +1,474+0.9% | Added |
| Nixon Peabody Trust Co | 158,345 | $68.1M | 5.67% | −1,109−0.7% | Reduced |
| Cidel Asset Management Inc | 158,025 | $68.0M | 4.80% | −8,027−4.8% | Reduced |
| Fort Sheridan Advisors LLC | 158,022 | $68.0M | 10.32% | +2,773+1.8% | Added |
| Signature Estate & Investment Advisors LLC | 157,324 | $67.7M | 1.56% | +3,878+2.5% | Added |
| Fishman Jay A Ltd | 156,976 | $67.5M | 6.71% | +688+0.4% | Added |
| Nicholas Hoffman & Company, LLC. | 156,947 | $67.5M | 2.85% | −509−0.3% | Reduced |
| S&CO Inc | 156,711 | $67.4M | 4.41% | +7,397+5.0% | Added |
| Warren Averett Asset Management, LLC | 155,686 | $67.0M | 1.24% | +8,398+5.7% | Added |
| Sumitomo Life Insurance Co | 155,275 | $66.8M | 1.31% | +7,298+4.9% | Added |
| North Star Asset Management Inc | 154,921 | $66.7M | 2.99% | −798−0.5% | Reduced |
| FRG Family Wealth Advisors LLC | 154,644 | $66.6M | 11.92% | +1,610+1.1% | Added |
| Forbes J M & Co LLP | 154,531 | $66.5M | 6.49% | −1,424−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 153,683 | $66.1M | 2.08% | +98,820+180.1% | Added |
| Adell Harriman & Carpenter Inc | 152,836 | $65.8M | 4.78% | +1,130+0.7% | Added |
| Univest Financial Corp | 152,749 | $65.7M | 4.33% | +119,461+358.9% | Added |
| Wedge Capital Management L L P | 152,245 | $65.5M | 1.13% | −13,908−8.4% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 152,185 | $65.5M | 1.26% | −159,700−51.2% | Reduced |
| Philadelphia Trust Co | 152,077 | $65.4M | 4.75% | +1,885+1.3% | Added |
| Tran Capital Management, L.P. | 151,364 | $65.1M | 7.01% | −2,681−1.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 151,275 | $65.1M | 2.96% | +1,556+1.0% | Added |
| Act Two Investors LLC | 150,843 | $64.9M | 12.24% | −945−0.6% | Reduced |
| Academy Capital Management Inc | 149,580 | $64.4M | 11.15% | −580−0.4% | Reduced |
| Pallas Capital Advisors LLC | 151,292 | $64.3M | 2.75% | +2,723+1.8% | Added |
| Hoey Investments, Inc | 143,727 | $64.2M | 12.28% | 00.0% | Unchanged |
| DDD Partners, LLC | 149,237 | $64.2M | 6.97% | −20,382−12.0% | Reduced |
| Hollencrest Capital Management | 149,202 | $64.2M | 2.65% | +171+0.1% | Added |
| Independent Financial Group, LLC | 149,158 | $64.2M | 2.36% | −3,623−2.4% | Reduced |
| Colonial Trust Advisors | 149,057 | $64.1M | 5.55% | +3,540+2.4% | Added |
| YHB Investment Advisors, Inc. | 148,706 | $64.0M | 5.30% | −6,849−4.4% | Reduced |
| Steel Peak Wealth Management LLC | 148,522 | $63.9M | 2.83% | −6,395−4.1% | Reduced |
| Baskin Financial Services Inc. | 148,518 | $63.9M | 5.23% | −2,181−1.4% | Reduced |
| Nellore Capital Management LLC | 148,200 | $63.8M | 8.69% | −30,000−16.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 146,928 | $63.2M | 4.18% | +10,759+7.9% | Added |
| Ritholtz Wealth Management | 146,660 | $63.1M | 1.90% | −1,670−1.1% | Reduced |
| Trust Co of Toledo NA | 146,577 | $63.1M | 8.53% | −1,067−0.7% | Reduced |
| Soltis Investment Advisors LLC | 146,290 | $62.9M | 6.15% | +5,817+4.1% | Added |
| Sawgrass Asset Management LLC | 146,088 | $62.9M | 6.54% | −4,508−3.0% | Reduced |
| Global Retirement Partners, LLC | 145,919 | $62.8M | 1.90% | +6,796+4.9% | Added |
| Richard Bernstein Advisors LLC | 145,789 | $62.7M | 1.34% | −1,872−1.3% | Reduced |
| Walleye Capital LLC | 145,216 | $62.5M | 0.66% | −167,722−53.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 145,139 | $62.5M | 4.36% | −6,086−4.0% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 161,700 | $62.3M | 8.07% | −6,000−3.6% | Reduced |
| NorthRock Partners, LLC | 144,761 | $62.3M | 2.05% | +6,853+5.0% | Added |
| Montag A & Associates Inc | 144,284 | $62.1M | 2.93% | −7,139−4.7% | Reduced |
| Meeder Advisory Services, Inc. | 143,970 | $62.0M | 4.01% | +624+0.4% | Added |
| Aviso Financial Inc. | 143,497 | $61.7M | 3.06% | +74,785+108.8% | Added |
| Madison Asset Management, LLC | 143,446 | $61.7M | 0.69% | −4,872−3.3% | Reduced |
| Foundations Investment Advisors, LLC | 143,095 | $61.6M | 1.29% | +36,567+34.3% | Added |
| Palisade Asset Management, LLC | 142,646 | $61.4M | 6.01% | −5,742−3.9% | Reduced |
| Roundview Capital LLC | 142,022 | $61.1M | 4.43% | +523+0.4% | Added |
| Bellevue Asset Management, LLC | 141,806 | $61.0M | 31.34% | −384−0.3% | Reduced |
| Northeast Financial Consultants Inc | 141,799 | $61.0M | 2.67% | +2,120+1.5% | Added |
| DuPont Capital Management Corp | 141,720 | $61.0M | 5.09% | −9,659−6.4% | Reduced |
| Destination Wealth Management | 141,571 | $60.9M | 1.89% | −280.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 141,549 | $60.9M | 3.73% | +19,932+16.4% | Added |
| Matrix Asset Advisors Inc | 141,215 | $60.8M | 6.76% | −391−0.3% | Reduced |
| Sowell Financial Services LLC | 140,686 | $60.5M | 2.81% | −12,504−8.2% | Reduced |
| Baxter Bros Inc | 140,456 | $60.4M | 7.86% | −5,289−3.6% | Reduced |
| Smith Group Asset Management, LLC | 140,317 | $60.4M | 5.01% | +5,768+4.3% | Added |
| GYL Financial Synergies, LLC | 140,283 | $60.4M | 4.54% | +85+0.1% | Added |
| Osborne Partners Capital Management, LLC | 140,197 | $60.3M | 3.42% | −1,320−0.9% | Reduced |
| Van Hulzen Asset Management, LLC | 139,903 | $60.2M | 4.36% | −29,271−17.3% | Reduced |
| Mane Global Capital Management LP | 139,826 | $60.2M | 4.20% | +9,221+7.1% | Added |
| Albion Financial Group | 139,434 | $60.0M | 4.16% | +1,367+1.0% | Added |
| Wendell David Associates Inc | 139,357 | $60.0M | 5.74% | +1,155+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 139,116 | $59.9M | 3.82% | −4,148−2.9% | Reduced |
| Summitry LLC | 138,971 | $59.8M | 2.86% | −2,184−1.5% | Reduced |
| Sycomore Asset Management | 138,417 | $59.7M | 9.91% | −17,905−11.5% | Reduced |
| Levin Capital Strategies, L.P. | 138,653 | $59.7M | 5.77% | −1,391−1.0% | Reduced |