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 |
|---|---|---|---|---|---|
| Te Ahumairangi Investment Management Ltd | 97,894 | $41.9M | 7.42% | +13,793+16.4% | Added |
| Wallington Asset Management, LLC | 97,023 | $41.7M | 5.82% | +4,398+4.7% | Added |
| Blue Chip Partners, Inc. | 96,883 | $41.7M | 3.62% | −470−0.5% | Reduced |
| Newbrook Capital Advisors LP | 96,765 | $41.6M | 5.61% | +16,221+20.1% | Added |
| Hartline Investment Corp | 96,590 | $41.6M | 5.18% | +345+0.4% | Added |
| Addenda Capital Inc. | 96,558 | $41.5M | 1.48% | +136+0.1% | Added |
| Suvretta Capital Management, LLC | 96,526 | $41.5M | 1.49% | −7,507−7.2% | Reduced |
| Jacobs & Co | 96,021 | $41.3M | 4.13% | +880+0.9% | Added |
| Change Path, LLC | 95,565 | $41.1M | 1.40% | +28,240+41.9% | Added |
| De Burlo Group Inc | 95,379 | $41.0M | 5.05% | −50−0.1% | Reduced |
| Mirabaud & Cie SA | 95,269 | $41.0M | 11.91% | +35,542+59.5% | Added |
| Joel Isaacson & Co., LLC | 95,231 | $41.0M | 1.95% | +22,075+30.2% | Added |
| RWWM, Inc. | 95,198 | $41.0M | 3.78% | −951−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 94,940 | $40.9M | 1.16% | +169+0.2% | Added |
| Western Wealth Management, LLC | 94,913 | $40.8M | 2.33% | +18,835+24.8% | Added |
| Rossmore Private Capital | 94,613 | $40.7M | 5.03% | −473−0.5% | Reduced |
| Fiduciary Group LLC | 94,602 | $40.7M | 4.12% | −1,264−1.3% | Reduced |
| Pictet North America Advisors SA | 94,699 | $40.6M | 4.02% | +569+0.6% | Added |
| Visionary Wealth Advisors | 94,234 | $40.5M | 2.47% | +809+0.9% | Added |
| Blue Fin Capital, Inc. | 94,164 | $40.5M | 7.70% | +624+0.7% | Added |
| CBOE Vest Financial, LLC | 93,814 | $40.4M | 0.78% | +29,614+46.1% | Added |
| Resources Management Corp | 93,752 | $40.3M | 5.44% | −1,068−1.1% | Reduced |
| Fagan Associates, Inc. | 93,584 | $40.3M | 6.77% | −742−0.8% | Reduced |
| Clare Market Investments LLC | 93,420 | $40.2M | 10.53% | +3,506+3.9% | Added |
| First American Trust, FSB | 93,181 | $40.1M | 3.98% | −7,358−7.3% | Reduced |
| Buckingham Strategic Partners | 93,167 | $40.1M | 0.84% | +4,405+5.0% | Added |
| Quattro Financial Advisors LLC | 95,047 | $40.0M | 11.70% | −71,577−43.0% | Reduced |
| CapWealth Advisors, LLC | 93,036 | $40.0M | 4.37% | +872+0.9% | Added |
| Country Club Bank | 93,470 | $40.0M | 2.67% | −463−0.5% | Reduced |
| Managed Asset Portfolios, LLC | 92,684 | $39.9M | 5.63% | −13,684−12.9% | Reduced |
| Silicon Valley Capital Partners | 92,652 | $39.9M | 5.19% | +3,026+3.4% | Added |
| Candlestick Capital Management LP | 92,591 | $39.8M | 1.63% | −33,175−26.4% | Reduced |
| Smithfield Trust Co | 92,292 | $39.7M | 1.95% | +578+0.6% | Added |
| Mather Group, LLC. | 92,056 | $39.6M | 0.51% | −17,463−15.9% | Reduced |
| Waldron Private Wealth LLC | 91,918 | $39.6M | 1.64% | +3,541+4.0% | Added |
| Overbrook Management Corp | 91,874 | $39.5M | 9.07% | +12,411+15.6% | Added |
| Harbor Investment Advisory, LLC | 145,167 | $39.3M | 3.88% | −112−0.1% | Reduced |
| ProVise Management Group, LLC | 91,401 | $39.3M | 3.12% | −194−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 91,376 | $39.3M | 5.22% | −17,188−15.8% | Reduced |
| Johnson Financial Group, Inc. | 91,371 | $39.3M | 1.80% | +6,417+7.6% | Added |
| Merriman Wealth Management, LLC | 91,249 | $39.3M | 1.59% | +9,957+12.2% | Added |
| Leavell Investment Management, Inc. | 91,242 | $39.3M | 1.96% | +4,257+4.9% | Added |
| SlateStone Wealth, LLC | 91,227 | $39.3M | 3.53% | +19,249+26.7% | Added |
| Optiver Holding B.V. | 91,182 | $39.2M | 1.00% | −49,262−35.1% | Reduced |
| Professional Advisory Services Inc | 91,155 | $39.2M | 5.15% | +9,251+11.3% | Added |
| Ascent Group, LLC | 91,152 | $39.2M | 2.97% | −450−0.5% | Reduced |
| Diversify Advisory Services, LLC | 91,502 | $39.1M | 2.10% | +1,053+1.2% | Added |
| Vantage Investment Partners, LLC | 90,865 | $39.1M | 3.28% | −13,651−13.1% | Reduced |
| Chicago Partners Investment Group LLC | 92,018 | $39.1M | 1.39% | +460+0.5% | Added |
| Hilton Capital Management, LLC | 90,719 | $39.0M | 3.03% | −21,009−18.8% | Reduced |
| Invictus Private Wealth, LLC | 90,577 | $39.0M | 3.08% | +927+1.0% | Added |
| Ironwood Investment Counsel, LLC | 90,518 | $38.9M | 6.49% | −271−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 90,415 | $38.9M | 4.17% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 90,385 | $38.9M | 7.12% | −11,674−11.4% | Reduced |
| Venturi Wealth Management, LLC | 90,289 | $38.9M | 2.03% | +6,568+7.8% | Added |
| LaFleur & Godfrey LLC | 90,021 | $38.7M | 5.34% | −378−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 89,937 | $38.7M | 5.99% | −161−0.2% | Reduced |
| Ithaka Group LLC | 89,651 | $38.6M | 7.32% | −2,192−2.4% | Reduced |
| American Assets Investment Management, LLC | 89,650 | $38.6M | 3.38% | 00.0% | Unchanged |
| Twin Tree Management, LP | 89,297 | $38.4M | 0.89% | +42,448+90.6% | Added |
| Janney Capital Management LLC | 89,124 | $38.4M | 2.59% | +261+0.3% | Added |
| Morningstar Investment Management LLC | 91,271 | $38.3M | 3.78% | +16,651+22.3% | Added |
| Sky Investment Group LLC | 88,801 | $38.2M | 6.86% | −1,224−1.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 88,792 | $38.2M | 4.17% | +353+0.4% | Added |
| GLOBALT Investments LLC | 88,737 | $38.2M | 1.43% | −2,103−2.3% | Reduced |
| Covington Investment Advisors Inc. | 88,528 | $38.1M | 5.73% | −465−0.5% | Reduced |
| Pennsylvania Capital Management Inc | 88,418 | $38.0M | 13.67% | +760+0.9% | Added |
| Allen Operations LLC | 88,383 | $38.0M | 6.41% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 88,347 | $38.0M | 2.08% | −2,439−2.7% | Reduced |
| Cyrus J. Lawrence, LLC | 88,279 | $38.0M | 7.45% | +494+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 88,240 | $38.0M | 4.20% | −13,104−12.9% | Reduced |
| Hound Partners, LLC | 88,137 | $37.9M | 9.49% | +39,381+80.8% | Added |
| Fiduciary Alliance LLC | 87,982 | $37.9M | 5.02% | +5,379+6.5% | Added |
| Culbertson A N & Co Inc | 87,868 | $37.8M | 6.09% | −826−0.9% | Reduced |
| Fernbridge Capital Management LP | 87,818 | $37.8M | 2.32% | −60,309−40.7% | Reduced |
| Barlow Wealth Partners, Inc. | 92,128 | $37.7M | 4.93% | +1,343+1.5% | Added |
| Quadrant Capital Group LLC | 87,640 | $37.7M | 2.62% | −463−0.5% | Reduced |
| Absher Wealth Management, LLC | 87,538 | $37.7M | 4.86% | +1,289+1.5% | Added |
| United Bank | 87,465 | $37.6M | 4.38% | −514−0.6% | Reduced |
| Progressive Investment Management Corp | 87,360 | $37.6M | 9.64% | −773−0.9% | Reduced |
| TruWealth Advisors, LLC | 87,206 | $37.5M | 2.30% | +1,207+1.4% | Added |
| Bank of Nova Scotia Trust Co | 87,172 | $37.5M | 3.81% | −1,090−1.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 86,981 | $37.4M | 3.06% | +9,706+12.6% | Added |
| Cullen Investment Group, Ltd. | 86,955 | $37.4M | 5.58% | −819−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 86,902 | $37.4M | 0.30% | +62,524+256.5% | Added |
| Wedmont Private Capital | 91,202 | $37.4M | 2.13% | +5,611+6.6% | Added |
| Qtron Investments LLC | 86,746 | $37.3M | 5.10% | +955+1.1% | Added |
| Schmidt P J Investment Management Inc | 86,610 | $37.3M | 6.43% | −222−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 86,297 | $37.1M | 3.53% | −5,910−6.4% | Reduced |
| Checchi Capital Advisers, LLC | 86,294 | $37.1M | 2.77% | −273−0.3% | Reduced |
| Peachtree Investment Partners, LLC | 86,095 | $37.0M | 13.93% | −1,654−1.9% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $37.0M | 20.91% | 00.0% | Unchanged |
| Graypoint LLC | 85,965 | $37.0M | 2.37% | +66+0.1% | Added |
| Trust Asset Management LLC | 85,929 | $37.0M | 2.95% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 85,909 | $37.0M | 3.96% | +3,395+4.1% | Added |
| Journey Advisory Group, LLC | 82,657 | $36.9M | 4.42% | −326−0.4% | Reduced |
| James Investment Research Inc | 85,820 | $36.9M | 4.26% | −1,533−1.8% | Reduced |
| Nations Financial Group Inc, | 85,778 | $36.9M | 2.68% | +7,079+9.0% | Added |
| Randolph Co Inc | 85,708 | $36.9M | 4.29% | −160.0% | Reduced |
| Mitchell Capital Management Co | 85,641 | $36.9M | 6.44% | −2,758−3.1% | Reduced |