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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 42,256 | $18.2M | 0.79% | −422−1.0% | Reduced |
| Makena Capital Management LLC | 42,239 | $18.2M | 4.36% | −6,181−12.8% | Reduced |
| Stoneridge Investment Partners LLC | 42,195 | $18.2M | 6.75% | +1,828+4.5% | Added |
| Romano Brothers and Company | 42,176 | $18.1M | 2.26% | +962+2.3% | Added |
| Harbor Island Capital LLC | 42,086 | $18.1M | 8.57% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 42,041 | $18.1M | 4.72% | +80+0.2% | Added |
| Rodgers Brothers Inc. | 41,955 | $18.1M | 2.29% | −2,478−5.6% | Reduced |
| Soditic Asset Management LLP | 41,936 | $18.0M | 18.35% | 00.0% | Unchanged |
| StoneX Group Inc. | 41,905 | $18.0M | 1.31% | −1,415−3.3% | Reduced |
| SOA Wealth Advisors, LLC. | 41,902 | $18.0M | 3.44% | +48+0.1% | Added |
| Roberts Glore & Co Inc | 41,868 | $18.0M | 5.21% | −201−0.5% | Reduced |
| STF Management LP | 41,830 | $18.0M | 8.19% | −3,938−8.6% | Reduced |
| Morton Capital Management LLC | 41,791 | $18.0M | 3.54% | +874+2.1% | Added |
| Wealth Alliance | 41,787 | $18.0M | 2.15% | +553+1.3% | Added |
| Concord Wealth Partners | 41,742 | $18.0M | 3.00% | +2,833+7.3% | Added |
| Manhattan West Asset Management, LLC | 41,712 | $17.9M | 4.64% | +458+1.1% | Added |
| Manchester Capital Management LLC | 41,658 | $17.9M | 2.10% | +796+1.9% | Added |
| Sendero Wealth Management, LLC | 41,657 | $17.9M | 2.83% | +527+1.3% | Added |
| Kestra Investment Management, LLC | 41,624 | $17.9M | 0.77% | +1,079+2.7% | Added |
| American Trust | 41,620 | $17.9M | 1.48% | +4,630+12.5% | Added |
| Moss Adams Wealth Advisors LLC | 41,552 | $17.9M | 1.96% | +2,684+6.9% | Added |
| Lake Street Financial LLC | 41,539 | $17.9M | 2.86% | −17,493−29.6% | Reduced |
| First Personal Financial Services | 41,442 | $17.8M | 3.77% | +2,515+6.5% | Added |
| Bellwether Advisors, LLC | 41,373 | $17.8M | 3.42% | +8,826+27.1% | Added |
| AlphaStar Capital Management, LLC | 41,313 | $17.8M | 1.41% | +4,446+12.1% | Added |
| FFG Partners, LLC | 41,266 | $17.8M | 6.75% | +668+1.6% | Added |
| Great Lakes Retirement, Inc. | 41,184 | $17.7M | 2.27% | +1,519+3.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 41,141 | $17.7M | 2.31% | −1,050−2.5% | Reduced |
| Twinbeech Capital LP | 41,117 | $17.7M | 0.34% | +28,293+220.6% | Added |
| Enclave Advisors LLC | 41,116 | $17.7M | 3.00% | +41,116 | New |
| Southeast Asset Advisors Inc. | 41,089 | $17.7M | 1.96% | +185+0.5% | Added |
| Chapin Davis, Inc. | 41,086 | $17.7M | 5.73% | +150+0.4% | Added |
| CRA Financial Services, LLC | 41,073 | $17.7M | 3.24% | +616+1.5% | Added |
| Financial Advisory Service, Inc. | 41,071 | $17.7M | 1.41% | +1,573+4.0% | Added |
| Birinyi Associates Inc | 41,001 | $17.6M | 5.06% | +1,645+4.2% | Added |
| Portfolio Design Labs, LLC | 40,972 | $17.6M | 4.92% | −766−1.8% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 40,950 | $17.6M | 0.87% | 00.0% | Unchanged |
| Thames Capital Management LLC | 40,843 | $17.6M | 5.48% | −3,769−8.4% | Reduced |
| Baldwin Investment Management, LLC | 40,829 | $17.6M | 2.20% | +1,003+2.5% | Added |
| Bonness Enterprises Inc | 40,800 | $17.6M | 5.84% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 40,745 | $17.5M | 2.77% | −200−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 40,715 | $17.5M | 6.20% | −430−1.0% | Reduced |
| Union Heritage Capital, LLC | 40,696 | $17.5M | 6.46% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 40,598 | $17.5M | 0.65% | −2,142−5.0% | Reduced |
| Apriem Advisors | 40,596 | $17.5M | 2.04% | +22,182+120.5% | Added |
| Sunbelt Securities, Inc. | 40,586 | $17.5M | 1.71% | +1,705+4.4% | Added |
| Iowa State Bank | 40,540 | $17.4M | 3.59% | −1,968−4.6% | Reduced |
| Westover Capital Advisors, LLC | 40,532 | $17.4M | 3.35% | +3,428+9.2% | Added |
| Bill Few Associates, Inc. | 40,455 | $17.4M | 6.18% | −106−0.3% | Reduced |
| Moser Wealth Advisors, LLC | 40,448 | $17.4M | 9.03% | +170+0.4% | Added |
| MSA Advisors, LLC | 40,440 | $17.4M | 4.49% | −5,950−12.8% | Reduced |
| SeaBridge Investment Advisors LLC | 40,413 | $17.4M | 4.25% | −3,330−7.6% | Reduced |
| Leeward Financial Partners, LLC | 40,404 | $17.4M | 6.56% | +4,202+11.6% | Added |
| Lincoln Capital LLC | 40,357 | $17.4M | 3.67% | −912−2.2% | Reduced |
| CFO4Life Group, LLC | 40,309 | $17.3M | 3.07% | +71+0.2% | Added |
| Laffer Tengler Investments | 40,257 | $17.3M | 3.51% | +64+0.2% | Added |
| Legacy Trust | 40,250 | $17.3M | 3.98% | −1,033−2.5% | Reduced |
| Wall Street Access Asset Management, LLC | 40,229 | $17.3M | 6.60% | −532−1.3% | Reduced |
| Brave Asset Management Inc | 40,123 | $17.3M | 4.29% | −205−0.5% | Reduced |
| Trustmark National Bank Trust Department | 40,097 | $17.3M | 1.30% | −1,200−2.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 40,084 | $17.2M | 6.00% | −93−0.2% | Reduced |
| Hanson & Doremus Investment Management | 40,028 | $17.2M | 2.74% | −1,087−2.6% | Reduced |
| PDS Planning, Inc | 40,010 | $17.2M | 1.54% | +359+0.9% | Added |
| CoreCap Advisors, LLC | 40,006 | $17.2M | 0.81% | +40,006 | New |
| Moore Capital Management, LP | 40,000 | $17.2M | 0.50% | −93,922−70.1% | Reduced |
| Alight Capital Management LP | 40,000 | $17.2M | 6.21% | −18,643−31.8% | Reduced |
| L2 Asset Management, LLC | 39,966 | $17.2M | 4.67% | −355−0.9% | Reduced |
| Occidental Asset Management, LLC | 39,910 | $17.2M | 2.77% | +2,681+7.2% | Added |
| Inlet Private Wealth, LLC | 39,906 | $17.2M | 4.36% | −188−0.5% | Reduced |
| Next Century Growth Investors LLC | 39,844 | $17.1M | 1.39% | −3,238−7.5% | Reduced |
| Golden State Equity Partners | 39,783 | $17.1M | 2.67% | +1,762+4.6% | Added |
| Stonebrook Private Inc. | 39,758 | $17.1M | 4.52% | −35−0.1% | Reduced |
| Benedict Financial Advisors Inc | 39,756 | $17.1M | 4.04% | −1,887−4.5% | Reduced |
| MONECO Advisors, LLC | 39,694 | $17.1M | 2.13% | −100−0.3% | Reduced |
| FACT Capital, LP | 39,682 | $17.1M | 6.62% | −3,733−8.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 39,587 | $17.0M | 3.55% | +1,438+3.8% | Added |
| Retirement Solution Inc. | 39,510 | $17.0M | 4.14% | +9,827+33.1% | Added |
| Puzo Michael J | 39,485 | $17.0M | 4.44% | +32+0.1% | Added |
| Tradewinds, LLC. | 39,447 | $17.0M | 5.23% | +665+1.7% | Added |
| Greenlea Lane Capital Management, LLC | 39,350 | $16.9M | 5.14% | −49,815−55.9% | Reduced |
| Catalyst Financial Partners LLC | 39,348 | $16.9M | 3.31% | +801+2.1% | Added |
| NatWest Group plc | 39,335 | $16.9M | 5.00% | −5,804−12.9% | Reduced |
| Heritage Wealth Management, Inc. | 39,283 | $16.9M | 5.54% | −1,093−2.7% | Reduced |
| Savoie Capital LLC | 39,253 | $16.9M | 2.06% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 39,121 | $16.8M | 4.71% | +361+0.9% | Added |
| Orbis Allan Gray Ltd | 39,079 | $16.8M | 0.09% | −21,316−35.3% | Reduced |
| CIC Wealth, LLC | 39,053 | $16.8M | 4.34% | −796−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 39,170 | $16.8M | 1.44% | +39,170 | New |
| Codex Capital Asset Management L.L.C. | 39,000 | $16.8M | 7.44% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 38,927 | $16.8M | 4.04% | −347−0.9% | Reduced |
| Bank Hapoalim BM | 38,890 | $16.7M | 2.53% | −853−2.1% | Reduced |
| Avidian Wealth Solutions, LLC | 38,872 | $16.7M | 0.76% | +782+2.1% | Added |
| Shikiar Asset Management Inc | 38,869 | $16.7M | 4.40% | −984−2.5% | Reduced |
| Advisor OS, LLC | 38,782 | $16.7M | 1.66% | +980+2.6% | Added |
| Quent Capital, LLC | 38,804 | $16.7M | 1.69% | +2,309+6.3% | Added |
| Brown Miller Wealth Management, LLC | 38,770 | $16.7M | 6.48% | +650+1.7% | Added |
| Potrero Capital Research LLC | 38,694 | $16.7M | 5.59% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 38,669 | $16.6M | 2.83% | −3,409−8.1% | Reduced |
| Ocean Capital Management, LLC | 38,647 | $16.6M | 3.89% | +24,156+166.7% | Added |
| Larson Financial Group LLC | 38,621 | $16.6M | 0.94% | +7,047+22.3% | Added |