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 |
|---|---|---|---|---|---|
| Mattern Capital Management, LLC | 38,595 | $16.6M | 2.09% | +54+0.1% | Added |
| Searle & Co. | 38,565 | $16.6M | 4.14% | −314−0.8% | Reduced |
| Torray LLC | 38,516 | $16.6M | 2.32% | +400+1.0% | Added |
| Argonautica Private Wealth Management, Inc | 38,497 | $16.6M | 5.49% | +92+0.2% | Added |
| Old Point Trust & Financial Services N A | 38,467 | $16.6M | 5.95% | −993−2.5% | Reduced |
| Mirabaud Asset Management Ltd | 38,600 | $16.5M | 6.82% | −8,448−18.0% | Reduced |
| My Personal CFO, LLC | 38,365 | $16.5M | 9.05% | −1,452−3.6% | Reduced |
| Davidson Trust Co | 38,342 | $16.5M | 8.48% | +9,758+34.1% | Added |
| Capital Investment Counsel, LLC | 38,334 | $16.5M | 2.86% | +237+0.6% | Added |
| Simplicity Wealth,LLC | 38,230 | $16.5M | 1.52% | −217,991−85.1% | Reduced |
| Tranquility Partners, LLC | 38,095 | $16.4M | 5.94% | −367−1.0% | Reduced |
| Sirios Capital Management L P | 38,094 | $16.4M | 2.90% | −4,426−10.4% | Reduced |
| Herold Advisors, Inc. | 38,058 | $16.4M | 3.56% | −123−0.3% | Reduced |
| Bizma Investimentos Ltda | 36,600 | $16.4M | 6.26% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 37,978 | $16.3M | 0.52% | +21,881+135.9% | Added |
| Aviance Capital Partners, LLC | 37,964 | $16.3M | 2.16% | +304+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 37,967 | $16.3M | 3.41% | +238+0.6% | Added |
| Providence Capital Advisors, LLC | 37,966 | $16.3M | 3.24% | +360+1.0% | Added |
| Central Bank & Trust Co | 37,948 | $16.3M | 2.25% | −2,538−6.3% | Reduced |
| Strategic Planning Group, LLC | 37,849 | $16.3M | 3.21% | −3,275−8.0% | Reduced |
| NVWM, LLC | 37,786 | $16.3M | 4.14% | +471+1.3% | Added |
| Aster Capital Management (DIFC) Ltd | 37,776 | $16.3M | 3.52% | +37,776 | New |
| Stokes Capital Advisors, LLC | 37,723 | $16.2M | 4.16% | +805+2.2% | Added |
| Verde Servicos Internacionais S.A. | 37,669 | $16.2M | 7.52% | −10,840−22.3% | Reduced |
| Heathbridge Capital Management Ltd. | 37,645 | $16.2M | 6.15% | −375−1.0% | Reduced |
| Richard C. Young & CO., LTD. | 37,624 | $16.2M | 1.77% | +346+0.9% | Added |
| Harbour Trust & Investment Management Co | 37,451 | $16.1M | 1.84% | +3,217+9.4% | Added |
| David R. Rahn & Associates Inc. | 37,415 | $16.1M | 4.88% | −601−1.6% | Reduced |
| Hollow Brook Wealth Management LLC | 37,283 | $16.0M | 4.76% | +1,136+3.1% | Added |
| Resonant Capital Advisors, LLC | 37,180 | $16.0M | 1.18% | +1,569+4.4% | Added |
| Horan Capital Advisors, LLC. | 37,108 | $16.0M | 5.30% | −341−0.9% | Reduced |
| WBH Advisory Inc | 37,039 | $15.9M | 1.51% | −401−1.1% | Reduced |
| Roberts Wealth Advisors, LLC | 38,395 | $15.9M | 5.15% | +527+1.4% | Added |
| Ally Financial Inc. | 37,000 | $15.9M | 1.92% | +32,000+640.0% | Added |
| TLW Wealth Management, LLC | 36,965 | $15.9M | 9.45% | −215−0.6% | Reduced |
| Enterprise Bank & Trust Co | 36,946 | $15.9M | 5.12% | +529+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 36,945 | $15.9M | 4.83% | +107+0.3% | Added |
| Icapital Wealth LLC | 36,943 | $15.9M | 8.69% | +6,003+19.4% | Added |
| Harrell Investment Partners, LLC | 36,778 | $15.8M | 4.48% | −798−2.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 36,763 | $15.8M | 0.36% | +3,654+11.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,739 | $15.8M | 2.40% | +735+2.0% | Added |
| Udine Wealth Management, Inc. | 36,661 | $15.8M | 11.13% | +690+1.9% | Added |
| Ervin Investment Management, LLC | 36,648 | $15.8M | 10.12% | −513−1.4% | Reduced |
| Selway Asset Management | 36,644 | $15.8M | 6.16% | −50−0.1% | Reduced |
| Nicholas Investment Partners, LP | 36,595 | $15.7M | 1.45% | −3,148−7.9% | Reduced |
| Marshall & Sullivan Inc | 36,568 | $15.7M | 7.56% | −608−1.6% | Reduced |
| Portland Global Advisors LLC | 36,526 | $15.7M | 1.98% | +290+0.8% | Added |
| Platform Technology Partners | 36,505 | $15.7M | 4.94% | −406−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 36,486 | $15.7M | 1.49% | +479+1.3% | Added |
| LM Advisors LLC | 36,487 | $15.7M | 3.19% | +364+1.0% | Added |
| Round Rock Advisors, LLC | 36,426 | $15.7M | 3.66% | +202+0.6% | Added |
| Atom Investors LP | 36,378 | $15.7M | 1.64% | +20,100+123.5% | Added |
| Mount Yale Investment Advisors, LLC | 36,370 | $15.7M | 1.50% | −9,819−21.3% | Reduced |
| Vishria Bird Financial Group, LLC | 36,370 | $15.7M | 5.93% | −76−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 36,306 | $15.6M | 2.19% | −1,318−3.5% | Reduced |
| Shepherd Financial Partners LLC | 36,274 | $15.6M | 1.88% | +361+1.0% | Added |
| Oak Grove Capital LLC | 36,269 | $15.6M | 3.46% | +6,919+23.6% | Added |
| Broadwater Capital Management LLC | 36,229 | $15.6M | 11.49% | −320−0.9% | Reduced |
| Pegasus Asset Management, Inc. | 36,184 | $15.6M | 5.94% | −1,093−2.9% | Reduced |
| DLK Investment Management, LLC | 36,089 | $15.5M | 5.95% | +2,068+6.1% | Added |
| Parus Finance (UK) Ltd | 36,017 | $15.5M | 4.98% | −13,753−27.6% | Reduced |
| McGinn Investment Management, Inc. | 35,994 | $15.5M | 10.31% | −20−0.1% | Reduced |
| Consolidated Planning Corp | 35,982 | $15.5M | 2.30% | +2,041+6.0% | Added |
| BNC Wealth Management, LLC | 35,878 | $15.4M | 5.69% | +838+2.4% | Added |
| Mission Creek Capital Partners, Inc. | 35,855 | $15.4M | 3.59% | +363+1.0% | Added |
| Punch & Associates Investment Management, Inc. | 35,783 | $15.4M | 0.86% | −164−0.5% | Reduced |
| Sentry Investment Management LLC | 35,773 | $15.4M | 6.47% | +2,586+7.8% | Added |
| Westmount Partners, LLC | 35,763 | $15.4M | 4.63% | +3,357+10.4% | Added |
| Fortis Capital Advisors, LLC | 35,755 | $15.4M | 5.14% | +795+2.3% | Added |
| 44 Wealth Management LLC | 36,211 | $15.4M | 5.41% | +36,211 | New |
| Alpine Woods Capital Investors, LLC | 36,773 | $15.4M | 2.70% | −7,277−16.5% | Reduced |
| Bank of New Hampshire | 35,705 | $15.4M | 3.85% | −735−2.0% | Reduced |
| Impact Asset Management GmbH | 35,676 | $15.4M | 5.90% | +35,676 | New |
| Parker Investment Management, LLC | 35,675 | $15.4M | 2.48% | −1,360−3.7% | Reduced |
| Lafayette Investments, Inc. | 35,606 | $15.3M | 3.23% | +90.0% | Added |
| Alaska Permanent Fund Corp | 35,576 | $15.3M | 0.22% | 00.0% | Unchanged |
| Strategic Investment Advisors | 35,492 | $15.3M | 1.67% | −49−0.1% | Reduced |
| Advanced Asset Management Advisors Inc | 34,126 | $15.3M | 4.08% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 35,445 | $15.3M | 1.82% | −8,090−18.6% | Reduced |
| Northwest Capital Management Inc | 35,390 | $15.2M | 5.49% | −427−1.2% | Reduced |
| Umpqua Bank | 35,369 | $15.2M | 5.57% | +755+2.2% | Added |
| United Capital Management of KS, Inc. | 35,348 | $15.2M | 3.31% | −2,313−6.1% | Reduced |
| Stevens Capital Management LP | 35,225 | $15.2M | 2.16% | +23,089+190.3% | Added |
| Jupiter Wealth Management LLC | 35,218 | $15.2M | 7.75% | +615+1.8% | Added |
| Aries Wealth Management | 35,203 | $15.1M | 4.16% | +1,426+4.2% | Added |
| Tradition Wealth Management, LLC | 35,186 | $15.1M | 1.35% | +476+1.4% | Added |
| Kidder Stephen W | 35,169 | $15.1M | 4.47% | −399−1.1% | Reduced |
| C Partners Holding GmbH | 35,123 | $15.1M | 4.80% | +1,407+4.2% | Added |
| Kesler, Norman & Wride, LLC | 35,101 | $15.1M | 2.97% | −1,518−4.1% | Reduced |
| IFG Advisory, LLC | 35,097 | $15.1M | 0.96% | −162−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 35,038 | $15.1M | 0.29% | +30,860+738.6% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $15.1M | 5.81% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34,962 | $15.0M | 2.02% | −1,073−3.0% | Reduced |
| First Bank & Trust | 34,855 | $15.0M | 2.85% | +80.0% | Added |
| Citizens National Bank Trust Department | 34,738 | $14.9M | 3.14% | +60.0% | Added |
| Abbot Financial Management, Inc. | 34,732 | $14.9M | 7.52% | +459+1.3% | Added |
| Nilsine Partners, LLC | 34,666 | $14.9M | 1.93% | −649−1.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 34,655 | $14.9M | 5.24% | +1,222+3.7% | Added |
| Zullo Investment Group, Inc. | 34,593 | $14.9M | 6.18% | +464+1.4% | Added |
| Zega Financial, LLC | 34,588 | $14.9M | 4.89% | +2,287+7.1% | Added |