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 |
|---|---|---|---|---|---|
| Interval Partners, LP | 46,848 | $20.2M | 0.58% | +38,147+438.4% | Added |
| Texas Yale Capital Corp. | 46,777 | $20.1M | 0.87% | +239+0.5% | Added |
| Hedeker Wealth, LLC | 46,738 | $20.1M | 5.33% | +795+1.7% | Added |
| Gryphon Financial Partners LLC | 46,659 | $20.1M | 2.71% | +1,863+4.2% | Added |
| First Interstate Bank | 46,569 | $20.0M | 1.22% | −1,149−2.4% | Reduced |
| Silverlake Wealth Management LLC | 46,485 | $20.0M | 7.69% | −83−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,481 | $20.0M | 4.65% | −1,429−3.0% | Reduced |
| Geller Advisors LLC | 46,455 | $20.0M | 1.38% | +1,462+3.2% | Added |
| Community Bank & Trust, Waco, Texas | 46,377 | $20.0M | 4.49% | +386+0.8% | Added |
| Inscription Capital, LLC | 46,353 | $19.9M | 2.96% | −723−1.5% | Reduced |
| Boyar Asset Management Inc. | 46,294 | $19.9M | 12.83% | −1,710−3.6% | Reduced |
| Krilogy Financial LLC | 46,266 | $19.9M | 1.37% | +2,298+5.2% | Added |
| Westbourne Investment Advisors, Inc. | 46,259 | $19.9M | 6.96% | +208+0.5% | Added |
| Jacobi Capital Management LLC | 46,185 | $19.9M | 1.50% | +431+0.9% | Added |
| Canal Capital Management, LLC | 46,082 | $19.8M | 3.17% | +1,283+2.9% | Added |
| Gordian Capital Singapore Pte Ltd | 46,081 | $19.8M | 7.53% | −3,833−7.7% | Reduced |
| Hilltop National Bank | 45,890 | $19.7M | 6.00% | −282−0.6% | Reduced |
| GPM Growth Investors, Inc. | 45,885 | $19.7M | 8.21% | −954−2.0% | Reduced |
| Allred Capital Management, LLC | 45,863 | $19.7M | 7.76% | −533−1.1% | Reduced |
| Rehmann Capital Advisory Group | 45,803 | $19.7M | 1.29% | −1,152−2.5% | Reduced |
| Archford Capital Strategies, LLC | 47,045 | $19.7M | 2.97% | +519+1.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 45,796 | $19.7M | 1.12% | +455+1.0% | Added |
| Aspiriant, LLC | 45,728 | $19.7M | 0.75% | −170.0% | Reduced |
| Brady Family Wealth, LLC | 45,728 | $19.7M | 5.91% | −266−0.6% | Reduced |
| Stansberry Asset Management, LLC | 45,695 | $19.7M | 2.46% | +431+1.0% | Added |
| 9258 Wealth Management, LLC | 45,630 | $19.6M | 2.90% | +628+1.4% | Added |
| Aspire Capital Advisors LLC | 45,629 | $19.6M | 5.86% | +735+1.6% | Added |
| Black Point Wealth Management | 45,544 | $19.6M | 22.70% | −32,488−41.6% | Reduced |
| Paragon Capital Management LLC | 45,448 | $19.6M | 10.12% | −492−1.1% | Reduced |
| Naviter Wealth, LLC | 45,336 | $19.5M | 2.72% | +752+1.7% | Added |
| Valley National Advisers Inc | 45,325 | $19.5M | 3.52% | −13,394−22.8% | Reduced |
| Miller Wealth Advisors, LLC | 46,791 | $19.5M | 10.63% | −681−1.4% | Reduced |
| Lakeview Capital Partners, LLC | 45,312 | $19.5M | 3.11% | −2,338−4.9% | Reduced |
| Symphony Financial, Ltd. Co. | 45,697 | $19.5M | 3.22% | +3,030+7.1% | Added |
| Beverly Hills Private Wealth, LLC | 45,262 | $19.5M | 3.94% | −191−0.4% | Reduced |
| Centre Asset Management, LLC | 45,231 | $19.5M | 4.19% | −23,228−33.9% | Reduced |
| Banco BTG Pactual S.A. | 45,147 | $19.4M | 5.05% | +19,356+75.0% | Added |
| Engineers Gate Manager LP | 45,104 | $19.4M | 0.38% | +7,285+19.3% | Added |
| Point72 Europe (London) LLP | 45,024 | $19.4M | 1.63% | −56,016−55.4% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 45,006 | $19.4M | 4.73% | −1,907−4.1% | Reduced |
| PKO Investment Management Joint-Stock Co | 45,000 | $19.4M | 2.39% | +11,000+32.4% | Added |
| LTS One Management LP | 45,000 | $19.4M | 5.61% | +45,000 | New |
| Lawson Kroeker Investment Management Inc | 44,975 | $19.4M | 3.53% | +78+0.2% | Added |
| J. W. Coons Advisors, LLC | 44,970 | $19.4M | 4.83% | −28−0.1% | Reduced |
| Trust Point Inc. | 44,954 | $19.3M | 1.45% | +40.0% | Added |
| Legacy Wealth Management, LLC | 44,895 | $19.3M | 7.10% | +1,933+4.5% | Added |
| Cooper Investors Pty Ltd | 44,890 | $19.3M | 2.87% | +3,493+8.4% | Added |
| McCollum Christoferson Group LLC | 44,884 | $19.3M | 5.60% | −221−0.5% | Reduced |
| Skopos Labs, Inc. | 44,878 | $19.3M | 6.35% | −60.0% | Reduced |
| Nkcfo LLC | 44,825 | $19.3M | 9.21% | +1,150+2.6% | Added |
| Ascent Wealth Partners, LLC | 44,793 | $19.3M | 2.69% | −244−0.5% | Reduced |
| Summit Global Investments | 44,787 | $19.3M | 1.23% | −8,810−16.4% | Reduced |
| Hoertkorn Richard Charles | 44,767 | $19.3M | 8.31% | −1,357−2.9% | Reduced |
| Independence Bank of Kentucky | 44,752 | $19.3M | 4.14% | +11,453+34.4% | Added |
| Strategic Global Advisors, LLC | 44,696 | $19.2M | 3.79% | −425−0.9% | Reduced |
| SS&H Financial Advisors, Inc. | 44,685 | $19.2M | 7.00% | +3,663+8.9% | Added |
| David Loasby | 45,962 | $19.1M | 1.81% | +1,448+3.3% | Added |
| Quantum Private Wealth, LLC | 44,482 | $19.1M | 6.48% | +450+1.0% | Added |
| Elevatus Welath Management | 44,475 | $19.1M | 6.26% | −3,666−7.6% | Reduced |
| Cordatus Wealth Management LLC | 44,441 | $19.1M | 6.87% | +130+0.3% | Added |
| Lattice Capital Management, LLC | 44,408 | $19.1M | 17.39% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 44,351 | $19.1M | 3.10% | −942−2.1% | Reduced |
| Wills Financial Group, Inc. | 44,322 | $19.1M | 8.00% | +115+0.3% | Added |
| Patten Group, Inc. | 44,217 | $19.0M | 4.23% | +299+0.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,198 | $19.0M | 3.10% | −242−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 44,154 | $19.0M | 1.15% | −229−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 44,088 | $19.0M | 0.68% | −8,246−15.8% | Reduced |
| Security National Bank | 44,072 | $19.0M | 2.58% | −58−0.1% | Reduced |
| Marietta Wealth Management, LLC | 44,043 | $19.0M | 2.75% | +1,141+2.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 43,936 | $18.9M | 1.51% | +79+0.2% | Added |
| GDS Wealth Management | 43,681 | $18.8M | 1.83% | +2,142+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 43,615 | $18.8M | 2.55% | +655+1.5% | Added |
| Coalescence Partners Investment Management, LP | 43,584 | $18.8M | 8.50% | +4,641+11.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 43,393 | $18.7M | 5.15% | +2,308+5.6% | Added |
| M. Kulyk & Associates, LLC | 43,396 | $18.7M | 3.76% | +779+1.8% | Added |
| Continuum Advisory, LLC | 43,621 | $18.6M | 2.38% | +3,493+8.7% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 43,095 | $18.5M | 0.65% | −357,395−89.2% | Reduced |
| Mayflower Financial Advisors, LLC | 43,050 | $18.5M | 2.79% | −212−0.5% | Reduced |
| Baugh & Associates, LLC | 43,977 | $18.5M | 9.51% | +42+0.1% | Added |
| Litman Gregory Asset Management LLC | 42,888 | $18.5M | 1.54% | +3,446+8.7% | Added |
| Physicians Financial Services, Inc. | 42,876 | $18.4M | 5.74% | −530−1.2% | Reduced |
| Leo Wealth, LLC | 42,867 | $18.4M | 1.69% | +7,317+20.6% | Added |
| Keebeck Wealth Management, LLC | 42,847 | $18.4M | 2.67% | +1,487+3.6% | Added |
| JCIC Asset Management Inc. | 42,838 | $18.4M | 7.56% | +220+0.5% | Added |
| Everhart Financial Group, Inc. | 42,827 | $18.4M | 4.08% | +4,475+11.7% | Added |
| Alta Park Capital, LP | 42,797 | $18.4M | 2.58% | −20,005−31.9% | Reduced |
| Fox Hill Wealth Management | 42,589 | $18.3M | 10.10% | +952+2.3% | Added |
| Isthmus Partners, LLC | 42,572 | $18.3M | 2.18% | −731−1.7% | Reduced |
| Eagle Rock Investment Company, LLC | 42,556 | $18.3M | 3.07% | +4,895+13.0% | Added |
| Winch Advisory Services, LLC | 42,543 | $18.3M | 5.06% | −412−1.0% | Reduced |
| Coronation Fund Managers Ltd. | 42,503 | $18.3M | 1.01% | +3,334+8.5% | Added |
| First National Bank & Trust Co of Newtown | 42,489 | $18.3M | 3.50% | +184+0.4% | Added |
| Berkshire Bank | 42,421 | $18.3M | 4.28% | −1,380−3.2% | Reduced |
| Accent Capital Management, LLC | 42,406 | $18.2M | 10.54% | +2,162+5.4% | Added |
| Financial Partners Group, Inc | 42,387 | $18.2M | 2.70% | +1,688+4.1% | Added |
| Whitener Capital Management, Inc. | 42,369 | $18.2M | 5.17% | −313−0.7% | Reduced |
| Portside Wealth Group, LLC | 42,362 | $18.2M | 3.11% | −1,835−4.2% | Reduced |
| Beck Bode, LLC | 42,351 | $18.2M | 3.43% | +2,400+6.0% | Added |
| Boston Research & Management Inc | 42,351 | $18.2M | 4.21% | −301−0.7% | Reduced |
| Watts Gwilliam & Co., LLC | 43,875 | $18.2M | 3.97% | +43,875 | New |