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 |
|---|---|---|---|---|---|
| Harbour Investment Management LLC | 58,453 | $25.2M | 11.14% | −622−1.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 58,428 | $25.1M | 4.55% | +3,016+5.4% | Added |
| Columbus Hill Capital Management, L.P. | 58,423 | $25.1M | 5.14% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 58,420 | $25.1M | 5.09% | −3,923−6.3% | Reduced |
| Caxton Associates LP | 58,417 | $25.1M | 1.15% | −283,488−82.9% | Reduced |
| Trinity Street Asset Management LLP | 58,331 | $25.1M | 2.50% | +3,934+7.2% | Added |
| Foster & Motley Inc | 58,250 | $25.1M | 1.59% | −681−1.2% | Reduced |
| Ashburton (Jersey) Ltd | 59,468 | $25.0M | 9.07% | −1,069−1.8% | Reduced |
| Glen Eagle Advisors, LLC | 58,035 | $25.0M | 4.21% | −975−1.7% | Reduced |
| NFJ Investment Group, LLC | 57,956 | $24.9M | 0.73% | −1,662−2.8% | Reduced |
| TrinityPoint Wealth, LLC | 57,897 | $24.9M | 3.58% | −767−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57,888 | $24.9M | 0.99% | +921+1.6% | Added |
| Q Capital Solutions | 57,658 | $24.8M | 8.60% | +12,631+28.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 57,642 | $24.8M | 4.22% | −943−1.6% | Reduced |
| RKL Wealth Management LLC | 57,624 | $24.8M | 2.24% | +699+1.2% | Added |
| Claro Advisors LLC | 57,449 | $24.7M | 3.20% | +4,700+8.9% | Added |
| Goldstream Capital Management Ltd | 57,358 | $24.7M | 11.16% | +5,349+10.3% | Added |
| City Holding Co | 57,326 | $24.7M | 3.42% | −889−1.5% | Reduced |
| Legacy Advisors, LLC | 57,266 | $24.6M | 2.67% | +3,956+7.4% | Added |
| Claar Advisors LLC | 57,182 | $24.6M | 8.28% | 00.0% | Unchanged |
| Colonial Trust Co | 57,161 | $24.6M | 3.79% | +2,807+5.2% | Added |
| Lighthouse Investment Partners, LLC | 57,129 | $24.6M | 1.33% | +1,868+3.4% | Added |
| GeoWealth Management, LLC | 56,891 | $24.5M | 0.86% | −3,260−5.4% | Reduced |
| Simon Quick Advisors, LLC | 56,795 | $24.4M | 1.54% | +7,547+15.3% | Added |
| Villere St Denis J & Co LLC | 56,784 | $24.4M | 1.99% | −939−1.6% | Reduced |
| Spence Asset Management | 56,743 | $24.4M | 5.93% | +40,475+248.8% | Added |
| Princeton Capital Management LLC | 56,712 | $24.4M | 7.69% | +545+1.0% | Added |
| SevenBridge Financial Group, LLC | 58,379 | $24.4M | 4.70% | +290+0.5% | Added |
| St. Clair Advisors, LLC | 56,653 | $24.4M | 6.92% | −1,028−1.8% | Reduced |
| Farmers Trust Co | 56,607 | $24.4M | 4.54% | +404+0.7% | Added |
| Leuthold Group, LLC | 56,589 | $24.4M | 2.71% | −9,464−14.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 56,554 | $24.3M | 0.93% | +6,593+13.2% | Added |
| Strategic Blueprint, LLC | 56,414 | $24.3M | 1.51% | −166−0.3% | Reduced |
| Two Point Capital Management, Inc. | 56,404 | $24.3M | 8.86% | +440+0.8% | Added |
| Pavion Blue Capital, LLC | 56,297 | $24.2M | 11.29% | −176−0.3% | Reduced |
| Hillman Co | 56,289 | $24.2M | 10.56% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 56,214 | $24.2M | 3.42% | +250+0.4% | Added |
| Salomon & Ludwin, LLC | 56,190 | $24.2M | 2.46% | −3,410−5.7% | Reduced |
| Jackson Square Capital, LLC | 55,948 | $24.1M | 5.97% | +1,880+3.5% | Added |
| Balboa Wealth Partners | 55,921 | $24.1M | 5.99% | −2,014−3.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 55,910 | $24.1M | 3.96% | −1,395−2.4% | Reduced |
| Proequities, Inc. | 55,858 | $24.0M | 1.43% | −671−1.2% | Reduced |
| Family Management Corp | 55,834 | $24.0M | 4.00% | +3,354+6.4% | Added |
| Cozad Asset Management Inc | 55,831 | $24.0M | 2.30% | −249−0.4% | Reduced |
| DRW Securities, LLC | 55,656 | $23.9M | 1.32% | −58,885−51.4% | Reduced |
| EULAV Asset Management | 55,530 | $23.9M | 0.58% | −2,502−4.3% | Reduced |
| Confluence Wealth Services, Inc. | 55,445 | $23.9M | 1.74% | −4,039−6.8% | Reduced |
| Whalerock Point Partners, LLC | 55,416 | $23.8M | 5.67% | +2,960+5.6% | Added |
| Catalytic Wealth RIA, LLC | 55,402 | $23.8M | 4.16% | −18,370−24.9% | Reduced |
| Red Door Wealth Management, LLC | 55,233 | $23.8M | 3.95% | +4,114+8.0% | Added |
| Hamilton Point Investment Advisors, LLC | 54,987 | $23.7M | 4.27% | −290−0.5% | Reduced |
| Haverford Financial Services, Inc. | 54,935 | $23.6M | 6.77% | −70.0% | Reduced |
| PFC Capital Group, Inc. | 54,866 | $23.6M | 11.38% | +52+0.1% | Added |
| Tenere Capital LLC | 54,833 | $23.6M | 6.27% | +2,832+5.4% | Added |
| Cypress Asset Management Inc | 54,825 | $23.6M | 5.87% | +1,267+2.4% | Added |
| Hamilton Wealth, LLC | 54,814 | $23.6M | 5.77% | +1,488+2.8% | Added |
| Kozak & Associates, Inc. | 56,620 | $23.6M | 5.57% | +110+0.2% | Added |
| Canvas Wealth Advisors, LLC | 54,747 | $23.6M | 6.51% | +3,684+7.2% | Added |
| Walleye Trading LLC | 54,720 | $23.5M | 0.57% | −109,029−66.6% | Reduced |
| Independent Investors Inc | 54,628 | $23.5M | 4.76% | 00.0% | Unchanged |
| Diligent Investors, LLC | 54,621 | $23.5M | 5.45% | −62−0.1% | Reduced |
| Stokes Family Office, LLC | 54,472 | $23.4M | 2.56% | −261−0.5% | Reduced |
| Campbell Capital Management Inc | 54,407 | $23.4M | 9.28% | +451+0.8% | Added |
| Sepio Capital, LP | 54,362 | $23.4M | 1.82% | +537+1.0% | Added |
| Marietta Investment Partners LLC | 54,316 | $23.4M | 4.96% | −150−0.3% | Reduced |
| Principal Street Partners, LLC | 52,288 | $23.4M | 3.82% | +24,764+90.0% | Added |
| EverSource Wealth Advisors, LLC | 54,278 | $23.4M | 1.48% | +200.0% | Added |
| Valicenti Advisory Services Inc | 54,200 | $23.3M | 5.99% | −355−0.7% | Reduced |
| APG Asset Management US Inc. | 55,359 | $23.3M | 0.16% | −487,296−89.8% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $23.3M | 7.82% | 00.0% | Unchanged |
| Camden National Bank | 54,102 | $23.3M | 3.34% | −1,293−2.3% | Reduced |
| D L Carlson Investment Group Inc | 54,087 | $23.3M | 4.21% | −2,454−4.3% | Reduced |
| Greenwich Wealth Management LLC | 54,082 | $23.3M | 1.58% | +199+0.4% | Added |
| Nicollet Investment Management, Inc. | 53,879 | $23.2M | 8.01% | −313−0.6% | Reduced |
| Executive Wealth Management, LLC | 53,855 | $23.2M | 1.82% | +53,855 | New |
| Miramar Capital, LLC | 53,837 | $23.2M | 5.41% | −1,115−2.0% | Reduced |
| Evernest Financial Advisors, LLC | 53,770 | $23.1M | 6.24% | +42,778+389.2% | Added |
| HWG Holdings LP | 53,689 | $23.1M | 7.95% | +408+0.8% | Added |
| Heirloom Wealth Management | 53,604 | $23.1M | 7.19% | +1,264+2.4% | Added |
| Rockline Wealth Management, LLC | 53,596 | $23.1M | 6.51% | +2,107+4.1% | Added |
| Sage Mountain Advisors LLC | 53,576 | $23.1M | 1.97% | +3,085+6.1% | Added |
| NTV Asset Management LLC | 53,548 | $23.0M | 3.08% | −500−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 53,513 | $23.0M | 4.23% | −727−1.3% | Reduced |
| Grand Jean Capital Management Inc | 53,476 | $23.0M | 5.15% | +113+0.2% | Added |
| GM Advisory Group, Inc. | 53,456 | $23.0M | 1.38% | +1,729+3.3% | Added |
| Baker Chad R | 53,435 | $23.0M | 4.52% | 00.0% | Unchanged |
| West Branch Capital LLC | 53,409 | $23.0M | 7.95% | +234+0.4% | Added |
| Adalta Capital Management LLC | 53,398 | $23.0M | 11.85% | −211−0.4% | Reduced |
| BSN Capital Partners Ltd | 50,000 | $23.0M | 4.52% | −55,000−52.4% | Reduced |
| LMR Partners LLP | 53,301 | $22.9M | 0.50% | +3,927+8.0% | Added |
| Beach Investment Counsel Inc | 53,194 | $22.9M | 2.83% | −1,279−2.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,793 | $22.9M | 1.83% | +9,795+21.8% | Added |
| Cadinha & Co LLC | 53,156 | $22.9M | 3.91% | +267+0.5% | Added |
| Elk River Wealth Management, LLC | 53,098 | $22.8M | 4.16% | +742+1.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 53,016 | $22.8M | 4.59% | +8,138+18.1% | Added |
| Decatur Capital Management, Inc. | 53,007 | $22.8M | 10.50% | +7,208+15.7% | Added |
| Meridian Wealth Advisors, LLC | 52,896 | $22.8M | 3.81% | −566−1.1% | Reduced |
| Broderick Brian C | 52,826 | $22.7M | 4.45% | +180.0% | Added |
| Cheviot Value Management, LLC | 52,810 | $22.7M | 4.29% | −3,806−6.7% | Reduced |
| Bourgeon Capital Management LLC | 52,789 | $22.7M | 4.37% | +273+0.5% | Added |