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 |
|---|---|---|---|---|---|
| Manitou Investment Management Ltd. | 115,944 | $49.9M | 9.49% | +1,225+1.1% | Added |
| Alberta Investment Management Corp | 115,856 | $49.9M | 0.43% | +9,487+8.9% | Added |
| GW Henssler & Associates Ltd | 115,680 | $49.8M | 2.82% | +7,039+6.5% | Added |
| Stillwater Capital Advisors, LLC | 115,359 | $49.6M | 6.41% | −1,548−1.3% | Reduced |
| Garde Capital, Inc. | 115,348 | $49.6M | 3.26% | −168−0.1% | Reduced |
| Clough Capital Partners L P | 114,948 | $49.5M | 5.06% | −32,849−22.2% | Reduced |
| J.W. Cole Advisors, Inc. | 114,938 | $49.5M | 2.07% | +4,150+3.7% | Added |
| Kiley Juergens Wealth Management, LLC | 114,904 | $49.4M | 12.83% | −1,256−1.1% | Reduced |
| We Are One Seven, LLC | 114,543 | $49.3M | 2.13% | +2,207+2.0% | Added |
| Capital Investment Services of America, Inc. | 114,134 | $49.1M | 4.69% | −4,884−4.1% | Reduced |
| Anderson Hoagland & Co | 116,671 | $48.5M | 4.95% | −1,803−1.5% | Reduced |
| Jag Capital Management, LLC | 112,770 | $48.5M | 5.87% | +9,850+9.6% | Added |
| Kennedy Capital Management, Inc. | 112,699 | $48.5M | 1.07% | +26,704+31.1% | Added |
| Axiom Advisory, LLC | 113,167 | $48.4M | 0.45% | +7,002+6.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 112,290 | $48.3M | 8.98% | −1,626−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 111,617 | $48.0M | 8.35% | +184+0.2% | Added |
| Wilsey Asset Management Inc | 111,375 | $47.9M | 8.79% | −310.0% | Reduced |
| Schnieders Capital Management LLC | 111,122 | $47.8M | 9.11% | −641−0.6% | Reduced |
| Capital Analysts, LLC | 110,988 | $47.8M | 1.95% | +2,747+2.5% | Added |
| Auxano Advisors, LLC | 110,986 | $47.8M | 12.36% | +8,048+7.8% | Added |
| Cat Rock Capital Management LP | 110,725 | $47.6M | 5.40% | −52,275−32.1% | Reduced |
| Mirae Asset Securities (USA) Inc. | 110,512 | $47.6M | 2.75% | +35,088+46.5% | Added |
| King Wealth | 110,501 | $47.5M | 7.41% | +29,295+36.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 110,466 | $47.5M | 5.09% | +694+0.6% | Added |
| Tompkins Financial Corp | 110,410 | $47.5M | 4.55% | +693+0.6% | Added |
| Belmont Capital, LLC | 110,331 | $47.5M | 7.89% | +16,384+17.4% | Added |
| Wim Investment Management Ltd | 110,241 | $47.4M | 19.95% | +110,241 | New |
| Circle Wealth Management, LLC | 109,956 | $47.3M | 1.05% | +1,025+0.9% | Added |
| 180 Wealth Advisors, LLC | 109,868 | $47.3M | 7.44% | −635−0.6% | Reduced |
| Washington Trust Bank | 109,418 | $47.1M | 4.51% | −3,109−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 109,202 | $47.0M | 1.66% | −4,416−3.9% | Reduced |
| Principle Wealth Partners LLC | 109,082 | $46.9M | 3.32% | +221+0.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 108,963 | $46.9M | 3.93% | +2,752+2.6% | Added |
| Americana Partners, LLC | 108,353 | $46.6M | 3.18% | +6,633+6.5% | Added |
| TenCore Partners, LP | 107,941 | $46.4M | 21.97% | −22,330−17.1% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $46.3M | 1.13% | 00.0% | Unchanged |
| Atika Capital Management LLC | 107,500 | $46.3M | 4.95% | +10,000+10.3% | Added |
| Churchill Management Corp | 107,414 | $46.2M | 0.53% | +3,144+3.0% | Added |
| Willis Investment Counsel | 107,305 | $46.2M | 3.00% | +565+0.5% | Added |
| Moran Wealth Management, LLC | 106,907 | $46.0M | 1.42% | −2,897−2.6% | Reduced |
| Linscomb & Williams, Inc. | 106,666 | $45.9M | 2.28% | −2,656−2.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 106,581 | $45.9M | 4.85% | +8,258+8.4% | Added |
| Davy Global Fund Management Ltd | 106,292 | $45.7M | 4.76% | +10,421+10.9% | Added |
| Lynch & Associates | 106,179 | $45.7M | 9.66% | −929−0.9% | Reduced |
| Amussen Hunsaker Associates LLC | 106,100 | $45.7M | 7.06% | +3,349+3.3% | Added |
| BTC Capital Management, Inc. | 105,957 | $45.6M | 4.05% | −1,009−0.9% | Reduced |
| Evoke Wealth, LLC | 105,769 | $45.5M | 1.24% | +105,769 | New |
| Cooperman Leon G | 105,705 | $45.5M | 1.93% | 00.0% | Unchanged |
| Orion Investment Co | 105,617 | $45.4M | 17.75% | +315+0.3% | Added |
| Auxier Asset Management | 105,435 | $45.4M | 6.71% | −5,419−4.9% | Reduced |
| TCG Advisory Services, LLC | 105,321 | $45.3M | 1.98% | +1,371+1.3% | Added |
| Clarkston Capital Partners, LLC | 105,242 | $45.3M | 0.83% | −1,721−1.6% | Reduced |
| Exor Capital LLP | 105,090 | $45.2M | 1.30% | +2,530+2.5% | Added |
| FourThought Financial Partners, LLC | 104,893 | $45.1M | 5.35% | −343−0.3% | Reduced |
| Means Investment Co., Inc. | 104,734 | $45.1M | 5.01% | −54−0.1% | Reduced |
| Essex Financial Services, Inc. | 105,404 | $45.1M | 3.24% | −4,781−4.3% | Reduced |
| Capco Asset Management, LLC | 104,217 | $44.8M | 10.37% | −849−0.8% | Reduced |
| German American Bancorp, Inc. | 103,842 | $44.7M | 4.73% | +7,338+7.6% | Added |
| Transcend Wealth Collective, LLC | 103,516 | $44.5M | 2.98% | −1,332−1.3% | Reduced |
| Weatherly Asset Management L. P. | 103,308 | $44.5M | 3.90% | +612+0.6% | Added |
| PEAK6 Investments LLC | 102,965 | $44.3M | 2.22% | +102,965 | New |
| Greenwood Gearhart Inc | 102,695 | $44.2M | 3.67% | +7,601+8.0% | Added |
| Ace Management Global Ltd. | 102,494 | $44.1M | 13.16% | 00.0% | Unchanged |
| GAMMA Investing LLC | 102,403 | $44.1M | 4.37% | +17,605+20.8% | Added |
| Archon Partners LLC | 102,000 | $43.9M | 5.08% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 101,990 | $43.9M | 0.66% | +8,692+9.3% | Added |
| Pitcairn Co | 101,701 | $43.8M | 2.59% | −12,245−10.7% | Reduced |
| Polaris Capital Management, LLC | 101,626 | $43.7M | 2.15% | −3,300−3.1% | Reduced |
| Lee Danner & Bass Inc | 101,609 | $43.7M | 3.08% | +136+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 101,382 | $43.6M | 0.10% | +3,409+3.5% | Added |
| Anchor Investment Management, LLC | 101,089 | $43.5M | 4.11% | +1,697+1.7% | Added |
| Fidelis Capital Partners, LLC | 102,210 | $43.4M | 5.17% | −781−0.8% | Reduced |
| Simmons Bank | 100,830 | $43.4M | 3.14% | −548−0.5% | Reduced |
| Kadensa Capital Ltd | 100,753 | $43.4M | 11.35% | −7,654−7.1% | Reduced |
| RDST Capital LLC | 100,725 | $43.3M | 9.78% | +9,830+10.8% | Added |
| Lakeside Advisors, INC. | 100,539 | $43.3M | 27.19% | −1,294−1.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 100,320 | $43.2M | 4.26% | −3,956−3.8% | Reduced |
| Valiant Capital Management, L.P. | 100,195 | $43.1M | 5.89% | −33,485−25.0% | Reduced |
| WMS Partners, LLC | 100,057 | $43.1M | 2.41% | +23,549+30.8% | Added |
| Bornite Capital Management LP | 100,000 | $43.0M | 7.61% | 00.0% | Unchanged |
| Terry L. Blaker | 99,850 | $43.0M | 1.64% | −1,412−1.4% | Reduced |
| Connors Investor Services Inc | 99,770 | $42.9M | 4.15% | −493−0.5% | Reduced |
| Renaissance Group LLC | 99,596 | $42.9M | 1.76% | −2,261−2.2% | Reduced |
| Centiva Capital, LP | 99,238 | $42.7M | 1.93% | +99,116+81,242.6% | Added |
| Integrated Advisors Network LLC | 99,212 | $42.7M | 2.05% | −461−0.5% | Reduced |
| United Asset Strategies, Inc. | 99,177 | $42.7M | 3.97% | +6,059+6.5% | Added |
| American National Bank | 98,998 | $42.6M | 5.02% | −2,245−2.2% | Reduced |
| Bensler, LLC | 98,849 | $42.5M | 5.36% | +2,543+2.6% | Added |
| Simplex Trading, LLC | 98,740 | $42.5M | 1.43% | +98,740 | New |
| CSM Advisors, LLC | 98,718 | $42.5M | 2.77% | −7,017−6.6% | Reduced |
| Bath Savings Trust Co | 98,673 | $42.5M | 4.22% | +5,279+5.7% | Added |
| WestEnd Advisors, LLC | 98,656 | $42.5M | 1.04% | −133−0.1% | Reduced |
| North Star Investment Management Corp. | 98,505 | $42.4M | 2.93% | −1,031−1.0% | Reduced |
| Coastline Trust Co | 98,313 | $42.3M | 4.97% | −7,725−7.3% | Reduced |
| Denali Advisors LLC | 98,165 | $42.2M | 4.54% | +98,165 | New |
| Canoe Financial LP | 98,676 | $42.2M | 1.02% | −522,471−84.1% | Reduced |
| Columbia Asset Management | 97,881 | $42.1M | 7.42% | −285−0.3% | Reduced |
| Dock Street Asset Management Inc | 97,868 | $42.1M | 5.68% | −3,414−3.4% | Reduced |
| Zweig-DiMenna Associates LLC | 97,828 | $42.1M | 4.27% | −1,655−1.7% | Reduced |
| AlTi Global, Inc. | 97,415 | $41.9M | 1.01% | −6,202−6.0% | Reduced |