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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 85,532 | $36.8M | 1.12% | −278−0.3% | Reduced |
| Insigneo Advisory Services, LLC | 85,508 | $36.8M | 3.71% | −3,362−3.8% | Reduced |
| Arkadios Wealth Advisors | 85,175 | $36.7M | 2.08% | +9,305+12.3% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 84,931 | $36.5M | 0.82% | +3,602+4.4% | Added |
| Ninety One SA (PTY) Ltd | 85,303 | $36.5M | 7.98% | −59,598−41.1% | Reduced |
| Dash Acquisitions Inc. | 85,148 | $36.5M | 8.86% | +5,040+6.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 84,668 | $36.4M | 3.84% | +19,253+29.4% | Added |
| Avitas Wealth Management LLC | 84,605 | $36.4M | 5.12% | −1,819−2.1% | Reduced |
| 1st Source Bank | 84,509 | $36.4M | 2.05% | −714−0.8% | Reduced |
| Vicus Capital | 84,501 | $36.4M | 3.22% | −7,157−7.8% | Reduced |
| LS Investment Advisors, LLC | 84,428 | $36.3M | 5.37% | +1,624+2.0% | Added |
| Gladstone Institutional Advisory LLC | 84,200 | $36.2M | 1.77% | +2,295+2.8% | Added |
| RAM Investment Partners, LLC | 84,052 | $36.2M | 9.42% | +12,149+16.9% | Added |
| Cypress Capital Group | 84,043 | $36.2M | 4.06% | −429−0.5% | Reduced |
| Charter Trust Co | 83,848 | $36.1M | 2.30% | −2,743−3.2% | Reduced |
| River & Mercantile Asset Management LLP | 83,822 | $36.1M | 7.77% | +77,374+1,200.0% | Added |
| Edge Wealth Management LLC | 83,831 | $36.1M | 7.24% | +241+0.3% | Added |
| Verdence Capital Advisors LLC | 83,721 | $36.0M | 2.87% | +2,392+2.9% | Added |
| Tritonpoint Wealth, LLC | 84,143 | $36.0M | 3.29% | +2,979+3.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 83,478 | $35.9M | 7.19% | −1,053−1.2% | Reduced |
| CapitalatWork S.A. | 83,453 | $35.9M | 1.22% | −11,194−11.8% | Reduced |
| NBC Securities, Inc. | 83,402 | $35.9M | 3.01% | −104−0.1% | Reduced |
| Keystone Investors Pte Ltd | 83,294 | $35.8M | 2.62% | −187,596−69.3% | Reduced |
| Griffin Asset Management, Inc. | 83,259 | $35.8M | 4.01% | −305−0.4% | Reduced |
| Mark Asset Management LP | 83,165 | $35.8M | 4.42% | −186−0.2% | Reduced |
| Geneos Wealth Management Inc. | 83,056 | $35.7M | 1.36% | +6,732+8.8% | Added |
| Tamar Securities, LLC | 83,041 | $35.7M | 5.02% | +16,522+24.8% | Added |
| Rings Capital Management LLC | 83,000 | $35.7M | 18.62% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 82,907 | $35.7M | 3.41% | −231−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 82,808 | $35.6M | 2.45% | +2,528+3.1% | Added |
| SP Asset Management LLC | 82,632 | $35.6M | 2.95% | −522−0.6% | Reduced |
| First National Advisers, LLC | 82,547 | $35.5M | 5.66% | +4,966+6.4% | Added |
| Horiko Capital Management LLC | 82,557 | $35.5M | 10.26% | −4,653−5.3% | Reduced |
| Owl Creek Asset Management, L.P. | 82,415 | $35.5M | 5.18% | +82,415 | New |
| Courier Capital LLC | 82,412 | $35.5M | 2.43% | −176−0.2% | Reduced |
| One Capital Management, LLC | 82,294 | $35.4M | 1.13% | −275−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 82,186 | $35.4M | 0.76% | −685−0.8% | Reduced |
| First Hawaiian Bank | 81,672 | $35.1M | 1.12% | +5,438+7.1% | Added |
| Trybe Capital Management LP | 81,657 | $35.1M | 12.19% | 00.0% | Unchanged |
| Caldwell Trust Co | 81,481 | $35.1M | 3.68% | −931−1.1% | Reduced |
| Northwest Investment Counselors, LLC | 81,367 | $35.0M | 7.92% | −240−0.3% | Reduced |
| Palisade Capital Management LLC | 81,076 | $34.9M | 0.93% | +113+0.1% | Added |
| St Germain D J Co Inc | 80,939 | $34.8M | 1.60% | −2,558−3.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 80,840 | $34.8M | 4.27% | −752−0.9% | Reduced |
| Edge Capital Group, LLC | 80,789 | $34.8M | 1.54% | +763+1.0% | Added |
| First Nebraska Trust Co | 80,647 | $34.7M | 3.38% | +930+1.2% | Added |
| Woodmont Investment Counsel LLC | 80,525 | $34.7M | 2.61% | +346+0.4% | Added |
| Lake Street Advisors Group, LLC | 80,514 | $34.6M | 1.60% | −4,827−5.7% | Reduced |
| Mengis Capital Management, Inc. | 80,451 | $34.6M | 6.81% | −873−1.1% | Reduced |
| Belpointe Asset Management LLC | 80,225 | $34.5M | 2.07% | +1,920+2.5% | Added |
| Marco Investment Management LLC | 80,195 | $34.5M | 2.98% | +1,144+1.4% | Added |
| Central Securities Corp | 80,000 | $34.4M | 3.34% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $34.4M | 19.40% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 80,000 | $34.4M | 4.44% | +4,500+6.0% | Added |
| Icon Wealth Advisors, LLC | 79,991 | $34.4M | 2.87% | −3,328−4.0% | Reduced |
| CenterBook Partners LP | 79,745 | $34.3M | 2.11% | +49,275+161.7% | Added |
| Private Trust Co NA | 78,903 | $34.0M | 3.42% | +2,180+2.8% | Added |
| Pacific Global Investment Management CO | 78,789 | $33.9M | 6.12% | −1,102−1.4% | Reduced |
| Lyell Wealth Management, LP | 78,720 | $33.9M | 3.08% | +1,026+1.3% | Added |
| Leonteq Securities AG | 78,680 | $33.9M | 3.99% | +24,013+43.9% | Added |
| Bourne Lent Asset Management Inc | 78,642 | $33.8M | 12.84% | +95+0.1% | Added |
| M. Kraus & Co | 77,698 | $33.4M | 9.80% | −1,264−1.6% | Reduced |
| Nexus Investment Management ULC | 77,650 | $33.4M | 3.28% | −7,990−9.3% | Reduced |
| Dividend Assets Capital, LLC | 77,601 | $33.4M | 6.39% | +689+0.9% | Added |
| Rice Partnership, LLC | 77,512 | $33.4M | 6.71% | −3,553−4.4% | Reduced |
| South Street Advisors LLC | 77,486 | $33.3M | 5.06% | −3,213−4.0% | Reduced |
| Headlands Technologies LLC | 77,452 | $33.3M | 3.83% | −25,896−25.1% | Reduced |
| Svenska Handelsbanken AB (publ) | 77,418 | $33.3M | 16.80% | +4,232+5.8% | Added |
| Howe & Rusling Inc | 77,410 | $33.3M | 2.86% | +4,082+5.6% | Added |
| Hills Bank & Trust Co | 77,386 | $33.3M | 2.51% | −1,371−1.7% | Reduced |
| Walter Public Investments Inc. | 77,339 | $33.3M | 5.81% | +5,174+7.2% | Added |
| IFP Advisors, Inc | 77,314 | $33.3M | 1.20% | +9,118+13.4% | Added |
| Hoffman, Alan N Investment Management | 77,217 | $33.2M | 16.00% | +217+0.3% | Added |
| Financial Engines Advisors L.L.C. | 76,940 | $33.1M | 0.07% | +2,059+2.7% | Added |
| First Financial Bank - Trust Division | 76,911 | $33.1M | 3.03% | −1,907−2.4% | Reduced |
| Oxbow Advisors, LLC | 76,848 | $33.1M | 3.28% | −3,058−3.8% | Reduced |
| Cooper Creek Partners Management LLC | 76,740 | $33.0M | 1.07% | +22,957+42.7% | Added |
| Angeles Wealth Management, LLC | 76,578 | $33.0M | 2.84% | +715+0.9% | Added |
| BBR Partners, LLC | 76,545 | $32.9M | 2.51% | −602−0.8% | Reduced |
| Tufton Capital Management | 76,481 | $32.9M | 6.17% | −1,671−2.1% | Reduced |
| Abner Herrman & Brock LLC | 76,467 | $32.9M | 3.97% | −288−0.4% | Reduced |
| PFG Advisors | 76,347 | $32.9M | 2.07% | −1,977−2.5% | Reduced |
| Greatmark Investment Partners, Inc. | 76,322 | $32.8M | 4.45% | −789−1.0% | Reduced |
| Focus Financial Network, Inc. | 76,296 | $32.8M | 1.34% | +1,489+2.0% | Added |
| Untitled Investments LP | 76,257 | $32.8M | 7.27% | −2,800−3.5% | Reduced |
| Cigna Investments Inc | 76,106 | $32.7M | 5.82% | −941−1.2% | Reduced |
| MIG Capital, LLC | 76,062 | $32.7M | 3.97% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 76,018 | $32.7M | 2.83% | +12,357+19.4% | Added |
| Jasper Ridge Partners, L.P. | 75,938 | $32.7M | 0.93% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 75,846 | $32.6M | 4.35% | +1,818+2.5% | Added |
| Sompo Asset Management Co., Ltd. | 75,830 | $32.6M | 5.11% | +2,359+3.2% | Added |
| Jump Financial, LLC | 75,778 | $32.6M | 0.67% | −180,210−70.4% | Reduced |
| SeaCrest Wealth Management, LLC | 75,465 | $32.5M | 3.50% | −966−1.3% | Reduced |
| Hallmark Capital Management Inc | 75,162 | $32.3M | 2.40% | +467+0.6% | Added |
| McRae Capital Management Inc | 75,039 | $32.3M | 6.30% | +7,296+10.8% | Added |
| Ostrum Asset Management | 74,838 | $32.2M | 2.66% | −2,806−3.6% | Reduced |
| Nelson Capital Management, LLC | 74,712 | $32.1M | 5.42% | +274+0.4% | Added |
| Buffington Mohr McNeal | 74,667 | $32.1M | 5.28% | +651+0.9% | Added |
| Cutler Investment Counsel LLC | 74,522 | $32.1M | 4.05% | −2,166−2.8% | Reduced |
| Nemes Rush Group LLC | 76,219 | $32.1M | 4.66% | −809−1.1% | Reduced |