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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 65,630 | $28.2M | 2.34% | +781+1.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 65,581 | $28.2M | 5.68% | +172+0.3% | Added |
| AdvisorNet Financial, Inc | 65,554 | $28.2M | 2.11% | +4,324+7.1% | Added |
| Perkins Coie Trust Co | 65,534 | $28.2M | 6.25% | −1,329−2.0% | Reduced |
| Greenwood Capital Associates LLC | 65,497 | $28.2M | 3.67% | −1,645−2.5% | Reduced |
| Harbour Investments, Inc. | 65,208 | $28.1M | 0.84% | +2,114+3.4% | Added |
| Prosperity Consulting Group, LLC | 65,140 | $28.0M | 2.19% | +33,320+104.7% | Added |
| Copeland Capital Management, LLC | 65,129 | $28.0M | 0.49% | −2,600−3.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 65,026 | $28.0M | 6.48% | −802−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 64,953 | $27.9M | 2.87% | +42+0.1% | Added |
| Somerville Kurt F | 64,815 | $27.9M | 4.49% | −1,137−1.7% | Reduced |
| Smithbridge Asset Management Inc | 64,729 | $27.9M | 4.80% | +11,330+21.2% | Added |
| Toth Financial Advisory Corp | 64,649 | $27.8M | 3.29% | −1,720−2.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 64,618 | $27.8M | 4.23% | +817+1.3% | Added |
| Two Sigma Securities, LLC | 64,461 | $27.7M | 2.18% | −18,252−22.1% | Reduced |
| Stratos Wealth Advisors, LLC | 64,400 | $27.7M | 1.27% | +3,043+5.0% | Added |
| Catalyst Funds Management Pty Ltd | 64,400 | $27.7M | 6.09% | +64,400 | New |
| Cassaday & Co Wealth Management LLC | 64,236 | $27.6M | 0.78% | +2,936+4.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 64,088 | $27.6M | 2.42% | −310−0.5% | Reduced |
| Norden Group LLC | 64,052 | $27.6M | 3.25% | +18,573+40.8% | Added |
| Broadleaf Partners, LLC | 63,969 | $27.5M | 6.51% | −222−0.3% | Reduced |
| 11 Capital Partners LP | 63,810 | $27.5M | 11.45% | −3,566−5.3% | Reduced |
| Premier Fund Managers Ltd | 63,725 | $27.3M | 0.97% | −1,469−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 63,365 | $27.3M | 1.92% | +2,749+4.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 63,344 | $27.3M | 6.69% | −1,944−3.0% | Reduced |
| Strategic Advisors LLC | 63,314 | $27.2M | 5.08% | −8,308−11.6% | Reduced |
| Aragon Global Management, LP | 63,237 | $27.2M | 11.40% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 63,190 | $27.2M | 9.50% | −46−0.1% | Reduced |
| Turim 21 Investimentos Ltda. | 63,145 | $27.2M | 7.48% | −344−0.5% | Reduced |
| Smartleaf Asset Management LLC | 63,184 | $27.0M | 3.28% | +18,608+41.7% | Added |
| Zions Bancorporation, N.A. | 62,697 | $27.0M | 1.97% | +1,708+2.8% | Added |
| First Trust Investment Solutions L.P. | 62,670 | $27.0M | 3.04% | +24,349+63.5% | Added |
| Buckingham Capital Management, Inc. | 62,538 | $26.9M | 3.08% | −743−1.2% | Reduced |
| Atomi Financial Group, Inc. | 62,502 | $26.9M | 1.68% | +2,301+3.8% | Added |
| Canal Insurance CO | 62,500 | $26.9M | 6.32% | 00.0% | Unchanged |
| Community Bank, N.A. | 62,426 | $26.9M | 3.39% | −991−1.6% | Reduced |
| Mitchell Sinkler & Starr | 65,122 | $26.8M | 6.75% | +1,824+2.9% | Added |
| Altrafin AG | 62,387 | $26.8M | 9.67% | +1,024+1.7% | Added |
| Financial Insights, Inc. | 62,362 | $26.8M | 8.47% | −14,517−18.9% | Reduced |
| Capital Planning LLC | 62,332 | $26.8M | 7.52% | +4,727+8.2% | Added |
| DT Investment Partners, LLC | 62,299 | $26.8M | 2.17% | +191+0.3% | Added |
| Hall Laurie J Trustee | 62,146 | $26.7M | 8.47% | +3,687+6.3% | Added |
| Valmark Advisers, Inc. | 62,093 | $26.7M | 0.42% | +1,638+2.7% | Added |
| Hodges Capital Management Inc. | 62,086 | $26.7M | 1.71% | +20.0% | Added |
| Benin Management CORP | 62,032 | $26.7M | 7.50% | +1,942+3.2% | Added |
| Stone Point Wealth LLC | 61,956 | $26.7M | 8.60% | −99−0.2% | Reduced |
| Bogart Wealth, LLC | 61,908 | $26.6M | 1.26% | +1,072+1.8% | Added |
| Allied Investment Advisors, LLC | 61,622 | $26.5M | 5.25% | +63+0.1% | Added |
| Central Pacific Bank - Trust Division | 61,613 | $26.5M | 3.34% | −4,704−7.1% | Reduced |
| Hayek Kallen Investment Management | 61,568 | $26.5M | 9.39% | −1,167−1.9% | Reduced |
| Lindbrook Capital, LLC | 61,115 | $26.3M | 2.33% | +297+0.5% | Added |
| Peak Asset Management, LLC | 61,075 | $26.3M | 4.95% | −5,473−8.2% | Reduced |
| Lathrop Investment Management Corp | 60,995 | $26.2M | 4.88% | −1,050−1.7% | Reduced |
| WoodTrust Financial Corp | 60,972 | $26.2M | 3.73% | +984+1.6% | Added |
| RPG Investment Advisory, LLC | 60,971 | $26.2M | 3.75% | +947+1.6% | Added |
| Criteria Caixa, S.A.U. | 60,848 | $26.2M | 3.62% | 00.0% | Unchanged |
| Conning Inc. | 60,831 | $26.2M | 0.86% | +1,103+1.8% | Added |
| Arthur M. Cohen & Associates, LLC | 62,060 | $26.1M | 4.72% | +248+0.4% | Added |
| Applied Finance Capital Management, LLC | 60,629 | $26.1M | 1.11% | +39+0.1% | Added |
| Parkwood LLC | 60,611 | $26.1M | 3.17% | +38,764+177.4% | Added |
| Mattern Wealth Management LLC | 60,590 | $26.1M | 5.73% | −374−0.6% | Reduced |
| Knuff & Co LLC | 60,573 | $26.1M | 7.95% | +1,117+1.9% | Added |
| Field & Main Bank | 60,479 | $26.0M | 9.27% | −172−0.3% | Reduced |
| Alley Investment Management Company, LLC | 60,473 | $26.0M | 3.30% | +267+0.4% | Added |
| Arcadia Investment Management Corp | 60,451 | $26.0M | 4.28% | −776−1.3% | Reduced |
| Regal Investment Advisors LLC | 60,407 | $26.0M | 1.82% | −9,286−13.3% | Reduced |
| AMS Capital Ltda | 60,357 | $26.0M | 4.53% | +4,784+8.6% | Added |
| Ameritas Advisory Services, LLC | 60,298 | $25.9M | 1.12% | −24,048−28.5% | Reduced |
| Madrona Financial Services, LLC | 60,075 | $25.9M | 7.18% | +56+0.1% | Added |
| Mirova | 60,066 | $25.8M | 4.47% | +5,830+10.7% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $25.8M | 7.59% | 00.0% | Unchanged |
| Sora Investors LLC | 60,000 | $25.8M | 4.51% | +20,000+50.0% | Added |
| Motco | 59,904 | $25.8M | 2.58% | −1,252−2.0% | Reduced |
| Oxford Financial Group Ltd | 59,902 | $25.8M | 1.63% | +731+1.2% | Added |
| Laurel Wealth Advisors LLC | 59,745 | $25.7M | 4.13% | −591−1.0% | Reduced |
| XML Financial, LLC | 59,677 | $25.7M | 2.38% | −2,672−4.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 59,676 | $25.7M | 4.17% | +21,755+57.4% | Added |
| EFG Asset Management (Americas) Corp. | 59,667 | $25.7M | 5.02% | −3,048−4.9% | Reduced |
| Middleton & Co Inc | 59,603 | $25.6M | 2.83% | −473−0.8% | Reduced |
| Solidarilty Wealth, LLC | 59,584 | $25.6M | 6.94% | +12,138+25.6% | Added |
| Algert Global LLC | 59,462 | $25.6M | 0.69% | +59,462 | New |
| Aaron Wealth Advisors | 59,389 | $25.6M | 3.04% | +5,896+11.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 59,300 | $25.5M | 7.54% | −1,200−2.0% | Reduced |
| Trifecta Capital Advisors, LLC | 59,200 | $25.5M | 5.33% | +1,119+1.9% | Added |
| Court Place Advisors, LLC | 59,159 | $25.5M | 7.42% | −857−1.4% | Reduced |
| Jackson Square Partners, LLC | 59,041 | $25.4M | 2.19% | −21,815−27.0% | Reduced |
| Harvey Capital Management Inc | 58,925 | $25.4M | 6.34% | −560−0.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 58,949 | $25.4M | 3.38% | −1,819−3.0% | Reduced |
| Hendershot Investments Inc. | 58,909 | $25.3M | 3.44% | +2,496+4.4% | Added |
| Northern Oak Wealth Management Inc | 58,776 | $25.3M | 2.94% | −3,312−5.3% | Reduced |
| Graham Capital Management, L.P. | 58,763 | $25.3M | 0.83% | +35,956+157.7% | Added |
| Zhang Financial LLC | 58,762 | $25.3M | 1.60% | +1,088+1.9% | Added |
| Berger Financial Group, Inc | 58,711 | $25.3M | 1.82% | +6,008+11.4% | Added |
| Bellecapital International Ltd. | 58,695 | $25.3M | 5.01% | +1,179+2.0% | Added |
| Concentric Capital Strategies, LP | 58,600 | $25.2M | 1.59% | +21,357+57.3% | Added |
| Kovack Advisors, Inc. | 58,559 | $25.2M | 2.67% | −1,895−3.1% | Reduced |
| Arrow Financial Corp | 58,505 | $25.2M | 2.33% | +942+1.6% | Added |
| First Western Trust Bank | 58,489 | $25.2M | 1.13% | −4,358−6.9% | Reduced |
| Clarity Financial LLC | 58,464 | $25.2M | 2.96% | +4,786+8.9% | Added |
| New Hampshire Trust | 58,458 | $25.2M | 5.39% | −138−0.2% | Reduced |