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
- 2,243 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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 74,451 | $32.0M | 4.44% | +3,674+5.2% | Added |
| Strategic Wealth Partners, Ltd. | 74,254 | $32.0M | 3.07% | +2,490+3.5% | Added |
| Syon Capital LLC | 73,989 | $31.8M | 2.82% | −3,351−4.3% | Reduced |
| GHP Investment Advisors, Inc. | 73,731 | $31.7M | 1.45% | −357−0.5% | Reduced |
| Mechanics Bank Trust Department | 73,729 | $31.7M | 4.22% | −1,115−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 73,685 | $31.7M | 1.94% | +73,685 | New |
| WCG Wealth Advisors LLC | 73,571 | $31.7M | 2.14% | +1,658+2.3% | Added |
| Intrust Bank NA | 73,558 | $31.7M | 3.17% | −312−0.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,465 | $31.6M | 3.70% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 73,413 | $31.6M | 2.40% | +3,751+5.4% | Added |
| Pettyjohn, Wood & White, Inc | 73,350 | $31.6M | 5.81% | −267−0.4% | Reduced |
| Fulcrum Capital LLC | 73,262 | $31.5M | 6.87% | −422−0.6% | Reduced |
| Rempart Asset Management Inc. | 75,360 | $31.5M | 5.86% | −5,111−6.4% | Reduced |
| Westchester Capital Management, Inc. | 73,200 | $31.5M | 7.65% | −5,458−6.9% | Reduced |
| Payden & Rygel | 73,030 | $31.4M | 2.42% | −3,500−4.6% | Reduced |
| Cohen Capital Management, Inc. | 72,891 | $31.4M | 5.09% | +580+0.8% | Added |
| Chicago Trust Co NA | 72,705 | $31.3M | 5.39% | +4,503+6.6% | Added |
| Fundamentun, LLC | 72,677 | $31.3M | 2.18% | −3,283−4.3% | Reduced |
| Monetary Management Group Inc | 72,668 | $31.3M | 8.04% | −940−1.3% | Reduced |
| Anchor Capital Advisors LLC | 72,544 | $31.2M | 0.83% | −1,331−1.8% | Reduced |
| Covenant Asset Management, LLC | 72,538 | $31.2M | 6.92% | −316−0.4% | Reduced |
| Global X Japan Co., Ltd. | 72,527 | $31.2M | 3.99% | +11,924+19.7% | Added |
| Galvin, Gaustad & Stein, LLC | 72,196 | $31.1M | 2.77% | −4,451−5.8% | Reduced |
| RNC Capital Management LLC | 69,494 | $31.1M | 1.72% | 00.0% | Unchanged |
| Blackhill Capital Inc | 72,050 | $31.0M | 1.78% | 00.0% | Unchanged |
| Holderness Investments Co | 71,926 | $30.9M | 6.76% | +488+0.7% | Added |
| Godsey & Gibb Associates | 71,865 | $30.9M | 2.96% | −60−0.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 71,667 | $30.8M | 11.21% | +8,965+14.3% | Added |
| JGP Wealth Management, LLC | 71,568 | $30.8M | 3.96% | +1,040+1.5% | Added |
| Hutchinson Capital Management | 71,402 | $30.7M | 5.82% | −517−0.7% | Reduced |
| Guardian Capital Advisors LP | 72,984 | $30.7M | 3.02% | +7,860+12.1% | Added |
| Centaurus Financial, Inc. | 71,311 | $30.7M | 1.95% | +10,964+18.2% | Added |
| Community Financial Services Group, LLC | 71,285 | $30.7M | 6.28% | +285+0.4% | Added |
| Montag & Caldwell, LLC | 71,272 | $30.7M | 6.23% | −7,388−9.4% | Reduced |
| Naples Global Advisors, LLC | 71,261 | $30.7M | 2.85% | −821−1.1% | Reduced |
| SignalPoint Asset Management, LLC | 71,438 | $30.6M | 7.14% | +57,093+398.0% | Added |
| Bright Rock Capital Management, LLC | 71,000 | $30.6M | 6.14% | +5,000+7.6% | Added |
| Edentree Asset Management Ltd | 71,014 | $30.5M | 8.84% | −2,984−4.0% | Reduced |
| Parcion Private Wealth LLC | 70,938 | $30.5M | 2.54% | +6,976+10.9% | Added |
| Buckley Wealth Management, LLC | 70,931 | $30.5M | 9.40% | −730−1.0% | Reduced |
| Exchange Capital Management, Inc. | 70,880 | $30.5M | 4.86% | −1,853−2.5% | Reduced |
| Vision Capital Management, Inc. | 70,863 | $30.5M | 4.30% | +1,243+1.8% | Added |
| Brasada Capital Management, LP | 73,022 | $30.5M | 5.32% | −1,056−1.4% | Reduced |
| Fogel Capital Management, Inc. | 70,818 | $30.5M | 15.72% | −2,438−3.3% | Reduced |
| Apella Capital, LLC | 72,969 | $30.4M | 1.25% | +2,483+3.5% | Added |
| Cape Cod Five Cents Savings Bank | 70,734 | $30.4M | 2.79% | −1,128−1.6% | Reduced |
| AMG National Trust Bank | 70,729 | $30.4M | 0.82% | −10,773−13.2% | Reduced |
| Arjuna Capital | 70,387 | $30.3M | 7.84% | −900−1.3% | Reduced |
| Titan Global Capital Management USA LLC | 70,356 | $30.3M | 4.73% | −2,012−2.8% | Reduced |
| Rothschild Investment LLC | 69,690 | $30.0M | 1.96% | −1,916−2.7% | Reduced |
| JLB & Associates Inc | 69,632 | $30.0M | 3.86% | −398−0.6% | Reduced |
| Money Concepts Capital Corp | 69,463 | $29.9M | 2.27% | −417−0.6% | Reduced |
| Hohimer Wealth Management, LLC | 69,454 | $29.9M | 6.43% | −2,679−3.7% | Reduced |
| Pioneer Trust Bank N A | 69,352 | $29.8M | 7.63% | −354−0.5% | Reduced |
| Deltec Asset Management LLC | 69,348 | $29.8M | 5.88% | −1,295−1.8% | Reduced |
| Claret Asset Management Corp | 69,291 | $29.8M | 4.88% | −554−0.8% | Reduced |
| Paragon Capital Management Ltd | 69,195 | $29.8M | 5.83% | −190−0.3% | Reduced |
| Nicola Wealth Management Ltd. | 69,160 | $29.8M | 2.36% | +11,000+18.9% | Added |
| Legacy Private Trust Co. | 68,981 | $29.7M | 2.00% | +3,204+4.9% | Added |
| Segment Wealth Management, LLC | 68,887 | $29.6M | 2.04% | +150.0% | Added |
| Core Alternative Capital | 68,810 | $29.6M | 5.72% | −750−1.1% | Reduced |
| Wellington Shields & Co., LLC | 68,525 | $29.5M | 8.96% | −100−0.1% | Reduced |
| Missouri Trust & Investment Co | 68,514 | $29.5M | 10.29% | +10,155+17.4% | Added |
| Van Strum & Towne Inc. | 68,390 | $29.4M | 10.19% | −292−0.4% | Reduced |
| CCM Investment Advisers LLC | 68,349 | $29.4M | 3.28% | +902+1.3% | Added |
| CMH Wealth Management LLC | 68,331 | $29.4M | 6.92% | +607+0.9% | Added |
| Fragasso Group Inc. | 68,273 | $29.4M | 2.26% | −1,385−2.0% | Reduced |
| Azzad Asset Management Inc | 68,199 | $29.3M | 3.29% | −1,364−2.0% | Reduced |
| Ratan Capital Management LP | 68,155 | $29.3M | 7.90% | +29,890+78.1% | Added |
| BKD Wealth Advisors, LLC | 68,060 | $29.3M | 0.67% | −942−1.4% | Reduced |
| Thompson Investment Management, Inc. | 68,006 | $29.3M | 4.18% | −285−0.4% | Reduced |
| Rit Capital Partners PLC | 68,000 | $29.2M | 6.20% | +68,000 | New |
| SFMG, LLC | 67,962 | $29.2M | 2.37% | −585−0.9% | Reduced |
| Avestar Capital, LLC | 67,845 | $29.2M | 3.18% | +2,970+4.6% | Added |
| Annex Advisory Services, LLC | 67,835 | $29.2M | 0.93% | +2,182+3.3% | Added |
| K.J. Harrison & Partners Inc | 69,641 | $29.2M | 4.40% | +10,669+18.1% | Added |
| Webster Bank, N. A. | 67,610 | $29.1M | 3.09% | −2,359−3.4% | Reduced |
| Bridgewater Advisors Inc. | 67,199 | $29.0M | 3.04% | +163+0.2% | Added |
| Morse Asset Management, Inc | 67,404 | $29.0M | 6.26% | +20,061+42.4% | Added |
| Zevin Asset Management LLC | 67,369 | $29.0M | 4.48% | +53+0.1% | Added |
| CX Institutional | 67,320 | $29.0M | 1.29% | +3,166+4.9% | Added |
| Csenge Advisory Group | 69,504 | $28.9M | 1.51% | −1,187−1.7% | Reduced |
| Verity & Verity, LLC | 67,243 | $28.9M | 2.83% | +1,040+1.6% | Added |
| L1 Capital International Pty Ltd | 68,723 | $28.9M | 9.25% | +11,499+20.1% | Added |
| Flagship Harbor Advisors, LLC | 67,111 | $28.9M | 1.59% | −337−0.5% | Reduced |
| Wedgewood Partners Inc | 67,884 | $28.9M | 5.24% | −1,086−1.6% | Reduced |
| Royal Fund Management, LLC | 66,035 | $28.7M | 2.03% | +30,747+87.1% | Added |
| Good Life Advisors, LLC | 66,597 | $28.7M | 1.76% | +3,979+6.4% | Added |
| Strategic Wealth Designers | 68,020 | $28.6M | 3.07% | +26,661+64.5% | Added |
| Clear Harbor Asset Management, LLC | 66,495 | $28.6M | 2.35% | −173−0.3% | Reduced |
| Anabranch Capital Management, LP | 66,464 | $28.6M | 16.79% | +11,237+20.3% | Added |
| BFSG, LLC | 66,379 | $28.6M | 3.32% | −2,516−3.7% | Reduced |
| Princeton Global Asset Management LLC | 66,296 | $28.5M | 5.55% | +2,773+4.4% | Added |
| Brown Shipley& Co Ltd | 66,241 | $28.5M | 14.02% | −5,446−7.6% | Reduced |
| Borer Denton & Associates, Inc. | 66,205 | $28.5M | 9.72% | −320.0% | Reduced |
| Schechter Investment Advisors, LLC | 66,141 | $28.5M | 2.10% | −1,448−2.1% | Reduced |
| Sand Hill Global Advisors, LLC | 66,093 | $28.4M | 1.20% | −601−0.9% | Reduced |
| Iyo Bank, Ltd. | 66,077 | $28.4M | 10.09% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 65,947 | $28.4M | 7.08% | −5,282−7.4% | Reduced |
| Spirepoint Private Client, LLC | 65,683 | $28.3M | 3.74% | +662+1.0% | Added |