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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 52,594 | $22.6M | 1.33% | −100.0% | Reduced |
| Stonebridge Capital Management Inc | 52,494 | $22.6M | 8.97% | +4,257+8.8% | Added |
| Premier Path Wealth Partners, LLC | 52,381 | $22.5M | 3.55% | −354−0.7% | Reduced |
| Cardinal Capital Management | 52,338 | $22.5M | 3.50% | +681+1.3% | Added |
| West Coast Financial LLC | 52,268 | $22.5M | 2.47% | +161+0.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 52,125 | $22.4M | 14.01% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 51,975 | $22.4M | 5.63% | +1,916+3.8% | Added |
| Rowland & Co Investment Counsel | 51,881 | $22.3M | 4.53% | +728+1.4% | Added |
| Weik Capital Management | 51,864 | $22.3M | 9.01% | −1,845−3.4% | Reduced |
| Boyd Watterson Asset Management LLC | 51,863 | $22.3M | 6.11% | −115−0.2% | Reduced |
| Hartford Financial Management Inc. | 51,857 | $22.3M | 4.56% | +2,001+4.0% | Added |
| Y.D. More Investments Ltd | 51,824 | $22.3M | 2.34% | −5,718−9.9% | Reduced |
| Value Partners Investments Inc. | 51,719 | $22.3M | 1.80% | +977+1.9% | Added |
| Journey Strategic Wealth LLC | 51,710 | $22.3M | 0.81% | +16,669+47.6% | Added |
| WESPAC Advisors SoCal, LLC | 51,564 | $22.2M | 5.13% | −1,982−3.7% | Reduced |
| Condor Capital Management | 51,541 | $22.2M | 2.00% | +1,283+2.6% | Added |
| SageView Advisory Group, LLC | 51,434 | $22.1M | 1.12% | −10,916−17.5% | Reduced |
| Consilio Wealth Advisors, LLC | 51,388 | $22.1M | 9.12% | +1,709+3.4% | Added |
| Headinvest, LLC | 51,325 | $22.1M | 4.09% | −1,202−2.3% | Reduced |
| Farley Capital L.P. | 51,312 | $22.1M | 19.46% | −30−0.1% | Reduced |
| Moloney Securities Asset Management, LLC | 51,251 | $22.1M | 2.96% | −1,422−2.7% | Reduced |
| Montecito Bank & Trust | 51,237 | $22.0M | 3.76% | +4,894+10.6% | Added |
| Strategy Asset Managers LLC | 51,120 | $22.0M | 4.22% | −5,610−9.9% | Reduced |
| Spectrum Wealth Counsel, LLC | 51,116 | $22.0M | 2.60% | −2,130−4.0% | Reduced |
| Lincoln Capital Corp | 51,069 | $22.0M | 8.97% | +378+0.7% | Added |
| Capital Asset Advisory Services LLC | 52,934 | $22.0M | 1.10% | +340+0.6% | Added |
| Pennant Investors, LP | 51,000 | $21.9M | 6.53% | −29,000−36.3% | Reduced |
| Capital Investment Counsel, Inc | 50,927 | $21.9M | 3.14% | −801−1.5% | Reduced |
| Renaissance Investment Group LLC | 50,841 | $21.9M | 4.55% | −1,285−2.5% | Reduced |
| L & S Advisors Inc | 50,731 | $21.8M | 2.28% | −8,650−14.6% | Reduced |
| RFG Advisory, LLC | 50,643 | $21.8M | 0.66% | +832+1.7% | Added |
| Edgestream Partners, L.P. | 50,630 | $21.8M | 0.96% | −18,399−26.7% | Reduced |
| Institute for Wealth Management, LLC. | 50,588 | $21.8M | 2.75% | −298−0.6% | Reduced |
| Wright Investors Service Inc | 50,577 | $21.8M | 5.70% | −3,169−5.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50,489 | $21.7M | 11.55% | −920−1.8% | Reduced |
| Monarch Capital Management Inc | 50,438 | $21.7M | 5.84% | −450−0.9% | Reduced |
| Traynor Capital Management, Inc. | 50,392 | $21.7M | 1.77% | +1,974+4.1% | Added |
| Phraction Management LLC | 50,376 | $21.7M | 7.67% | 00.0% | Unchanged |
| Cooper Financial Group | 50,367 | $21.7M | 2.81% | +477+1.0% | Added |
| Paradigm Financial Partners, LLC | 50,938 | $21.7M | 3.02% | −173−0.3% | Reduced |
| Weiss Asset Management LP | 50,295 | $21.6M | 0.55% | +50,295 | New |
| Embree Financial Group | 50,036 | $21.5M | 3.83% | +1,448+3.0% | Added |
| RBF Capital, LLC | 50,000 | $21.5M | 1.10% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 50,000 | $21.5M | 0.47% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 49,978 | $21.5M | 3.34% | +897+1.8% | Added |
| Forum Financial Management, LP | 49,945 | $21.5M | 0.36% | +919+1.9% | Added |
| HTLF Bank | 49,894 | $21.5M | 2.33% | −2,598−4.9% | Reduced |
| CFM Wealth Partners LLC | 49,811 | $21.4M | 3.74% | +34+0.1% | Added |
| American Money Management, LLC | 49,807 | $21.4M | 4.28% | −273−0.5% | Reduced |
| Osher Van de Voorde Investment Management | 49,602 | $21.3M | 4.62% | −195−0.4% | Reduced |
| GFS Advisors, LLC | 49,533 | $21.3M | 4.53% | +49,393+35,280.7% | Added |
| Gladius Capital Management LP | 49,512 | $21.3M | 12.79% | +39,260+382.9% | Added |
| Liberty One Investment Management, LLC | 49,506 | $21.3M | 2.18% | +1,305+2.7% | Added |
| Wayfinding Financial, LLC | 49,485 | $21.3M | 15.84% | −685−1.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 49,415 | $21.3M | 5.44% | −29−0.1% | Reduced |
| Asset Planning Services Inc | 49,315 | $21.2M | 10.49% | −200−0.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 49,301 | $21.2M | 3.99% | +49,301 | New |
| Connecticut Wealth Management, LLC | 49,261 | $21.2M | 1.03% | +883+1.8% | Added |
| NBW Capital LLC | 49,260 | $21.2M | 4.00% | +552+1.1% | Added |
| Hendley & Co Inc | 49,110 | $21.1M | 7.37% | −5,012−9.3% | Reduced |
| Northstar Asset Management Inc | 49,028 | $21.1M | 5.18% | −1,443−2.9% | Reduced |
| Camden Capital, LLC | 48,973 | $21.1M | 2.28% | −6,309−11.4% | Reduced |
| Motley Fool Wealth Management, LLC | 48,958 | $21.1M | 1.06% | −800−1.6% | Reduced |
| Asset Dedication, LLC | 48,899 | $21.0M | 1.42% | −1,829−3.6% | Reduced |
| Marcum Wealth, LLC | 48,896 | $21.0M | 1.95% | +528+1.1% | Added |
| Investment Advisory Services Inc | 48,838 | $21.0M | 7.42% | −5,581−10.3% | Reduced |
| Spinnaker Investment Group, LLC | 48,833 | $21.0M | 5.14% | +36,254+288.2% | Added |
| Ransom Advisory, Ltd | 48,830 | $21.0M | 9.82% | +10,408+27.1% | Added |
| Koshinski Asset Management, Inc. | 48,742 | $21.0M | 1.82% | +104+0.2% | Added |
| Oakworth Capital, Inc. | 48,712 | $21.0M | 1.45% | +714+1.5% | Added |
| Skyline Advisors, Inc. | 48,615 | $20.9M | 8.61% | −360−0.7% | Reduced |
| Proficio Capital Partners LLC | 48,462 | $20.9M | 2.07% | −9,051−15.7% | Reduced |
| Capital Planning Advisors, LLC | 48,461 | $20.9M | 3.15% | +1,219+2.6% | Added |
| Scott & Selber, Inc. | 48,406 | $20.8M | 6.47% | −366−0.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 48,316 | $20.8M | 12.91% | −160−0.3% | Reduced |
| McGuire Investment Group, LLC | 48,231 | $20.8M | 2.92% | −1,184−2.4% | Reduced |
| Duncker Streett & Co Inc | 48,189 | $20.7M | 3.78% | +145+0.3% | Added |
| Parkside Financial Bank & Trust | 48,176 | $20.7M | 2.89% | +347+0.7% | Added |
| Rench Wealth Management, Inc. | 48,147 | $20.7M | 7.11% | −893−1.8% | Reduced |
| Vise Technologies, Inc. | 48,065 | $20.7M | 2.63% | +20,799+76.3% | Added |
| Soros Capital Management LLC | 48,050 | $20.7M | 4.98% | +48,050 | New |
| Sargent Investment Group, LLC | 48,009 | $20.7M | 3.71% | +1,110+2.4% | Added |
| Armistice Capital, LLC | 47,965 | $20.6M | 0.54% | −293−0.6% | Reduced |
| RMR Wealth Builders | 47,919 | $20.6M | 2.18% | +354+0.7% | Added |
| Heron Bay Capital Management | 47,901 | $20.6M | 4.34% | +2,162+4.7% | Added |
| Atlantic Trust, LLC | 47,844 | $20.6M | 4.93% | +198+0.4% | Added |
| Capital City Trust Co | 47,824 | $20.6M | 5.11% | +189+0.4% | Added |
| Pure Financial Advisors, Inc. | 47,713 | $20.5M | 0.49% | −385−0.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 47,544 | $20.5M | 6.73% | −40.0% | Reduced |
| New Millennium Group LLC | 47,526 | $20.5M | 13.21% | +6,860+16.9% | Added |
| Keel Point, LLC | 47,518 | $20.4M | 1.70% | +1,361+2.9% | Added |
| Formidable Asset Management, LLC | 47,318 | $20.4M | 3.25% | −1,091−2.3% | Reduced |
| Little House Capital LLC | 47,298 | $20.4M | 5.84% | −48−0.1% | Reduced |
| Keystone Financial Group | 47,210 | $20.3M | 2.60% | −60.0% | Reduced |
| Biondo Investment Advisors, LLC | 47,210 | $20.3M | 2.78% | −225−0.5% | Reduced |
| McDonald Partners LLC | 47,185 | $20.3M | 5.08% | +150.0% | Added |
| Scholtz & Company, LLC | 47,179 | $20.3M | 9.58% | −7,662−14.0% | Reduced |
| HCR Wealth Advisors | 47,024 | $20.2M | 2.65% | +34+0.1% | Added |
| Rothschild Capital Partners, LLC | 47,014 | $20.2M | 5.64% | +250+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 46,921 | $20.2M | 0.07% | +4,720+11.2% | Added |