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
- 5,302
- +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
- 2,488 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Transform Wealth, LLC | 138,295 | $59.5M | 3.94% | +5,519+4.2% | Added |
| Atlantic Union Bankshares Corp | 137,771 | $59.3M | 3.44% | −3,429−2.4% | Reduced |
| IHT Wealth Management, LLC | 138,242 | $59.2M | 1.68% | +30,380+28.2% | Added |
| Amica Mutual Insurance Co | 137,054 | $59.0M | 5.71% | −2,473−1.8% | Reduced |
| Everence Capital Management Inc | 136,858 | $58.9M | 3.72% | 00.0% | Unchanged |
| Principal Securities, Inc. | 136,555 | $58.8M | 1.42% | +4,933+3.7% | Added |
| Guardian Capital LP | 136,506 | $58.7M | 2.15% | −270−0.2% | Reduced |
| Blue Whale Capital LLP | 135,607 | $58.4M | 4.54% | −82,407−37.8% | Reduced |
| Cornerstone Capital, Inc. | 135,556 | $58.3M | 5.45% | −6,506−4.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 134,813 | $58.0M | 5.21% | +197+0.1% | Added |
| Burns J W & Co Inc | 134,796 | $58.0M | 7.54% | −6,916−4.9% | Reduced |
| Boston Family Office LLC | 134,782 | $58.0M | 3.93% | −647−0.5% | Reduced |
| Trexquant Investment LP | 134,701 | $58.0M | 0.73% | +134,701 | New |
| Gerber Kawasaki Wealth & Investment Management | 134,593 | $57.9M | 2.66% | +611+0.5% | Added |
| Hemenway Trust Co LLC | 134,130 | $57.7M | 4.57% | +130.0% | Added |
| Parsons Capital Management Inc | 134,117 | $57.7M | 3.66% | −1,477−1.1% | Reduced |
| Farther Finance Advisors, LLC | 133,942 | $57.6M | 2.16% | +34,434+34.6% | Added |
| Picton Mahoney Asset Management | 133,869 | $57.6M | 2.23% | −17,547−11.6% | Reduced |
| Frank, Rimerman Advisors LLC | 133,710 | $57.5M | 4.08% | −8,510−6.0% | Reduced |
| Chescapmanager LLC | 133,392 | $57.4M | 9.64% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 133,162 | $57.3M | 6.84% | +54,161+68.6% | Added |
| Beaumont Financial Advisors, LLC | 132,406 | $57.0M | 4.45% | −2,605−1.9% | Reduced |
| Bank of Hawaii | 132,362 | $57.0M | 2.38% | −330−0.2% | Reduced |
| Boston Common Asset Management, LLC | 132,147 | $56.9M | 1.48% | +23,469+21.6% | Added |
| Petrus Trust Company, LTA | 132,106 | $56.8M | 5.54% | +7,510+6.0% | Added |
| Beese Fulmer Investment Management, Inc. | 132,017 | $56.8M | 4.88% | +352+0.3% | Added |
| China Universal Asset Management Co., Ltd. | 131,927 | $56.8M | 6.26% | +25,388+23.8% | Added |
| Sonora Investment Management Group, LLC | 131,911 | $56.8M | 4.21% | −2,354−1.8% | Reduced |
| LGT Fund Management Co Ltd. | 135,989 | $56.7M | 5.88% | +19,253+16.5% | Added |
| Thoroughbred Financial Services, LLC | 131,441 | $56.6M | 3.65% | −2,473−1.8% | Reduced |
| Martingale Asset Management L P | 131,388 | $56.5M | 1.30% | −18,027−12.1% | Reduced |
| Level Four Advisory Services, LLC | 139,108 | $56.5M | 2.38% | +1,101+0.8% | Added |
| V-Square Quantitative Management LLC | 131,031 | $56.4M | 8.28% | +14,327+12.3% | Added |
| ClariVest Asset Management LLC | 125,934 | $56.3M | 5.74% | 00.0% | Unchanged |
| Alps Advisors Inc | 130,580 | $56.2M | 0.38% | −9,442−6.7% | Reduced |
| Gamco Investors, Inc. Et Al | 129,915 | $55.9M | 0.57% | +978+0.8% | Added |
| Yarbrough Capital, LLC | 129,794 | $55.9M | 2.28% | 00.0% | Unchanged |
| Grace & Mercy Foundation, Inc. | 129,230 | $55.6M | 12.66% | 00.0% | Unchanged |
| Burney Co | 129,181 | $55.6M | 1.98% | −11,139−7.9% | Reduced |
| BancorpSouth Bank | 128,616 | $55.3M | 3.81% | +1,201+0.9% | Added |
| Van Cleef Asset Management,Inc | 128,006 | $55.1M | 6.11% | −194−0.2% | Reduced |
| Dnca Finance | 127,944 | $55.1M | 4.72% | +3,189+2.6% | Added |
| Ledyard National Bank | 127,698 | $54.9M | 5.02% | +283+0.2% | Added |
| Twin Capital Management Inc | 127,536 | $54.9M | 6.19% | −2,010−1.6% | Reduced |
| Petredis Investment Advisors LLC | 127,170 | $54.7M | 5.82% | +150+0.1% | Added |
| Stonebridge Capital Advisors LLC | 126,803 | $54.6M | 4.45% | +2,114+1.7% | Added |
| Pittenger & Anderson Inc | 126,287 | $54.3M | 2.04% | +243+0.2% | Added |
| Quest Investment Management LLC | 125,979 | $54.2M | 6.34% | −30,279−19.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 125,777 | $54.1M | 4.21% | −960−0.8% | Reduced |
| Strategy Capital LLC | 125,680 | $54.1M | 5.20% | +125,680 | New |
| Main Street Research LLC | 125,423 | $54.0M | 3.40% | +2,722+2.2% | Added |
| Marex Group plc | 125,082 | $53.8M | 1.23% | −53,727−30.0% | Reduced |
| Kimelman & Baird, LLC | 125,070 | $53.8M | 4.29% | −645−0.5% | Reduced |
| Senator Investment Group LP | 125,000 | $53.8M | 2.55% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 124,974 | $53.8M | 1.55% | +5,192+4.3% | Added |
| McIlrath & Eck, LLC | 124,788 | $53.7M | 6.92% | +19,302+18.3% | Added |
| Harvest Portfolios Group Inc. | 124,415 | $53.5M | 1.78% | +31,878+34.4% | Added |
| Cobblestone Capital Advisors LLC | 124,412 | $53.5M | 3.00% | +697+0.6% | Added |
| Summit Trail Advisors, LLC | 124,178 | $53.4M | 1.32% | +7,621+6.5% | Added |
| Founders Capital Management, LLC | 123,612 | $53.2M | 9.22% | −90−0.1% | Reduced |
| Night Owl Capital Management, LLC | 123,346 | $53.1M | 7.26% | +3,195+2.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 123,329 | $53.1M | 2.86% | +914+0.7% | Added |
| Constitution Capital LLC | 122,914 | $52.9M | 28.24% | −6,514−5.0% | Reduced |
| Ronald Blue Trust, Inc. | 118,233 | $52.8M | 0.69% | +27,112+29.8% | Added |
| PFG Investments, LLC | 122,748 | $52.8M | 3.41% | +1,998+1.7% | Added |
| Eagle Ridge Investment Management | 122,686 | $52.8M | 4.63% | −266−0.2% | Reduced |
| Trust Co of Virginia | 122,457 | $52.7M | 4.72% | −2,666−2.1% | Reduced |
| Synergy Financial Management, LLC | 122,435 | $52.7M | 8.01% | +9,815+8.7% | Added |
| Papp L Roy & Associates | 122,166 | $52.6M | 6.36% | −1,947−1.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 122,021 | $52.5M | 3.61% | +3,708+3.1% | Added |
| Milestones Administradora de Recursos Ltda. | 121,097 | $52.1M | 20.76% | +23,305+23.8% | Added |
| KMG Fiduciary Partners, LLC | 121,096 | $52.1M | 4.50% | +4,108+3.5% | Added |
| Equitable Trust Co | 120,975 | $52.1M | 3.34% | −4,110−3.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 120,980 | $52.0M | 3.71% | +14,676+13.8% | Added |
| Ashton Thomas Private Wealth, LLC | 120,352 | $51.8M | 2.76% | −591−0.5% | Reduced |
| Novare Capital Management LLC | 120,296 | $51.8M | 4.39% | +866+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 120,221 | $51.7M | 1.90% | +1,376+1.2% | Added |
| Coerente Capital Management | 120,196 | $51.7M | 9.65% | −264−0.2% | Reduced |
| Financial Advocates Investment Management | 120,196 | $51.7M | 2.93% | +1,025+0.9% | Added |
| Hilltop Holdings Inc. | 120,129 | $51.7M | 3.38% | +80,720+204.8% | Added |
| Carret Asset Management, LLC | 119,700 | $51.5M | 5.59% | −170−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 119,500 | $51.4M | 6.11% | 00.0% | Unchanged |
| Appleton Partners Inc | 119,376 | $51.4M | 3.78% | −1,174−1.0% | Reduced |
| Wolverine Trading, LLC | 119,957 | $51.3M | 1.34% | −567,885−82.6% | Reduced |
| Summit Financial, LLC | 118,902 | $51.2M | 2.00% | +15,393+14.9% | Added |
| Rollins Financial Advisors, LLC | 118,774 | $51.1M | 8.48% | −3,452−2.8% | Reduced |
| Shufro Rose & Co LLC | 114,190 | $51.0M | 4.16% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 118,449 | $51.0M | 9.70% | −653−0.5% | Reduced |
| Alerus Financial NA | 118,188 | $50.9M | 3.73% | −3,804−3.1% | Reduced |
| Waycross Partners, LLC | 117,744 | $50.7M | 7.00% | +10,707+10.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 117,401 | $50.5M | 1.60% | −788,452−87.0% | Reduced |
| Avala Global LP | 117,397 | $50.5M | 3.33% | −18,000−13.3% | Reduced |
| Argent Financial Group, Inc. | 117,164 | $50.4M | 5.98% | +117,164 | New |
| Private Advisory Group LLC | 116,997 | $50.3M | 6.34% | +3,110+2.7% | Added |
| Spinnaker Trust | 116,960 | $50.3M | 3.10% | −972−0.8% | Reduced |
| Oak Associates, Ltd | 116,862 | $50.3M | 3.38% | +9,419+8.8% | Added |
| Fulton Bank, N.A. | 116,770 | $50.2M | 1.92% | −770−0.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 116,630 | $50.2M | 3.43% | +3,319+2.9% | Added |
| Greenbrier Partners Capital Management, LLC | 119,843 | $50.1M | 3.79% | −157−0.1% | Reduced |
| Callahan Advisors, LLC | 116,061 | $49.9M | 4.87% | −323−0.3% | Reduced |