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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 34,587 | $14.9M | 1.25% | +607+1.8% | Added |
| Hirtle Callaghan & Co LLC | 34,578 | $14.9M | 0.60% | −177−0.5% | Reduced |
| TPG GP A, LLC | 34,488 | $14.8M | 0.25% | −117,556−77.3% | Reduced |
| Apexium Financial, LP | 34,433 | $14.8M | 0.98% | +11,238+48.5% | Added |
| Arvest Bank Trust Division | 34,388 | $14.8M | 0.85% | +34,388 | New |
| Greater Midwest Financial Group, LLC | 34,360 | $14.8M | 8.68% | −581−1.7% | Reduced |
| Humankind Investments LLC | 34,322 | $14.8M | 5.33% | +452+1.3% | Added |
| Gifford Fong Associates | 34,302 | $14.8M | 3.69% | 00.0% | Unchanged |
| Bell Bank | 34,284 | $14.8M | 1.75% | +408+1.2% | Added |
| Guardian Wealth Advisors, LLC | 34,267 | $14.7M | 1.60% | −231−0.7% | Reduced |
| Summa Corp. | 35,418 | $14.7M | 7.07% | +1,984+5.9% | Added |
| Delta Investment Management, LLC | 34,237 | $14.7M | 3.00% | +1,052+3.2% | Added |
| Bedel Financial Consulting, Inc. | 34,196 | $14.7M | 2.08% | +956+2.9% | Added |
| Consolidated Capital Management, LLC | 34,138 | $14.7M | 6.41% | −6,625−16.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 34,121 | $14.7M | 3.72% | +168+0.5% | Added |
| Pragma Gestao de Patrimonio Ltd | 34,000 | $14.6M | 7.56% | +24,000+240.0% | Added |
| Financial Network Wealth Management LLC | 33,909 | $14.6M | 5.23% | +74+0.2% | Added |
| Altfest L J & Co Inc | 33,883 | $14.6M | 1.94% | −7,022−17.2% | Reduced |
| Connable Office Inc | 33,867 | $14.6M | 1.47% | −263−0.8% | Reduced |
| Prudent Investors Network | 33,843 | $14.6M | 4.47% | +1,667+5.2% | Added |
| Intact Investment Management Inc. | 33,800 | $14.5M | 0.48% | +1,300+4.0% | Added |
| LMG Wealth Partners, LLC | 33,793 | $14.5M | 3.33% | +361+1.1% | Added |
| Miller Investment Management, LP | 33,764 | $14.5M | 1.51% | +12,214+56.7% | Added |
| BOCHK Asset Management Ltd | 33,750 | $14.5M | 4.32% | +7,970+30.9% | Added |
| Tyche Wealth Partners LLC | 33,675 | $14.5M | 3.28% | +3,060+10.0% | Added |
| Greystone Financial Group, LLC | 33,643 | $14.5M | 2.59% | +936+2.9% | Added |
| Midland Wealth Advisors LLC | 33,596 | $14.5M | 0.85% | −2,529−7.0% | Reduced |
| John G Ullman & Associates Inc | 33,576 | $14.4M | 2.08% | −997−2.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 33,587 | $14.4M | 0.16% | −1,758−5.0% | Reduced |
| Grove Bank & Trust | 33,574 | $14.4M | 2.13% | −1,905−5.4% | Reduced |
| Legacy Financial Advisors, Inc. | 33,552 | $14.4M | 2.42% | −449−1.3% | Reduced |
| DCM Advisors, LLC | 33,548 | $14.4M | 7.27% | +61+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 33,512 | $14.4M | 2.19% | +516+1.6% | Added |
| Quotient Wealth Partners, LLC | 33,471 | $14.4M | 0.47% | −1,507−4.3% | Reduced |
| Sphera Funds Management Ltd. | 33,427 | $14.4M | 2.35% | +500+1.5% | Added |
| Biltmore Family Office, LLC | 33,406 | $14.4M | 2.46% | +1,025+3.2% | Added |
| Apollon Financial, LLC | 33,386 | $14.4M | 4.23% | +1,246+3.9% | Added |
| BDF-Gestion | 232,182 | $14.3M | 2.36% | −2,250−1.0% | Reduced |
| Affinity Wealth Management LLC | 33,242 | $14.3M | 2.54% | +107+0.3% | Added |
| Beck Capital Management, LLC | 33,174 | $14.3M | 3.81% | +1,714+5.4% | Added |
| Ravenstone Capital Management Inc. | 33,137 | $14.3M | 8.58% | +753+2.3% | Added |
| Carnegie Lake Advisors LLC | 33,124 | $14.3M | 5.64% | +33,124 | New |
| Plancorp, LLC | 33,029 | $14.2M | 0.58% | −375−1.1% | Reduced |
| Maxi Investments CY Ltd | 33,022 | $14.2M | 3.79% | −14,084−29.9% | Reduced |
| Financial Perspectives, Inc | 32,996 | $14.2M | 4.92% | −22−0.1% | Reduced |
| Cornerstone Advisory, LLC | 32,986 | $14.2M | 1.87% | +739+2.3% | Added |
| Dudley Capital Management, LLC | 32,967 | $14.2M | 7.43% | +122+0.4% | Added |
| Reuter James Wealth Management, LLC | 32,935 | $14.2M | 2.61% | +27,878+551.3% | Added |
| Builder Investment Group Inc | 32,911 | $14.2M | 3.80% | +20+0.1% | Added |
| Roman Butler Fullerton & Co | 33,718 | $14.1M | 4.25% | +298+0.9% | Added |
| Buckhead Capital Management LLC | 32,674 | $14.1M | 4.45% | −1,042−3.1% | Reduced |
| Advisory Alpha, LLC | 32,669 | $14.1M | 0.50% | +6,621+25.4% | Added |
| Northside Capital Management, LLC | 32,621 | $14.0M | 2.19% | −431−1.3% | Reduced |
| Diversify Wealth Management, LLC | 33,031 | $14.0M | 1.35% | +7,882+31.3% | Added |
| Pensionfund Sabic | 32,590 | $14.0M | 4.38% | −4,300−11.7% | Reduced |
| Artemis Wealth Advisors, LLC | 32,588 | $14.0M | 2.47% | +80.0% | Added |
| Legacy Edge Advisors, LLC | 32,583 | $14.0M | 2.24% | +675+2.1% | Added |
| Old Port Advisors | 32,501 | $14.0M | 3.88% | −340−1.0% | Reduced |
| Versant Capital Management, Inc | 32,471 | $14.0M | 3.19% | +1,068+3.4% | Added |
| Strait & Sound Wealth Management LLC | 32,394 | $13.9M | 6.77% | +226+0.7% | Added |
| Sonata Capital Group Inc | 32,324 | $13.9M | 5.88% | −220−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,325 | $13.9M | 0.65% | +356+1.1% | Added |
| Chronos Wealth Management, LLC | 32,295 | $13.9M | 7.25% | +864+2.7% | Added |
| MUFG Securities EMEA plc | 32,274 | $13.9M | 0.57% | +317+1.0% | Added |
| Citizens & Northern Corp | 32,178 | $13.8M | 4.16% | +2,172+7.2% | Added |
| Somerset Trust Co | 32,142 | $13.8M | 5.17% | +283+0.9% | Added |
| Gardner Lewis Asset Management L P | 32,114 | $13.8M | 3.91% | +806+2.6% | Added |
| Navellier & Associates Inc | 32,101 | $13.8M | 1.87% | −2,702−7.8% | Reduced |
| Alpha Family Trust | 32,070 | $13.8M | 7.71% | 00.0% | Unchanged |
| Dover Advisors, LLC | 32,032 | $13.8M | 7.82% | +19+0.1% | Added |
| Modern Wealth Management, LLC | 31,979 | $13.8M | 0.84% | +3,167+11.0% | Added |
| Muhlenkamp & Co Inc | 31,958 | $13.8M | 4.21% | +130.0% | Added |
| Concentric Wealth Management, LLC | 31,845 | $13.7M | 3.34% | −709−2.2% | Reduced |
| Telos Capital Management, Inc. | 31,825 | $13.7M | 1.44% | −218−0.7% | Reduced |
| Mirador Capital Partners LP | 31,820 | $13.7M | 2.46% | −489−1.5% | Reduced |
| Carolinas Wealth Consulting LLC | 31,741 | $13.7M | 2.48% | +101+0.3% | Added |
| Fort Point Capital Partners LLC | 31,708 | $13.6M | 1.71% | +2,682+9.2% | Added |
| Uncommon Cents Investing LLC | 31,624 | $13.6M | 3.82% | −518−1.6% | Reduced |
| Asio Capital, LLC | 31,546 | $13.6M | 2.58% | +1,450+4.8% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,488 | $13.5M | 9.67% | −130−0.4% | Reduced |
| Oxler Private Wealth LLC | 31,471 | $13.5M | 4.72% | −56−0.2% | Reduced |
| Wambolt & Associates, LLC | 32,178 | $13.5M | 3.70% | +768+2.4% | Added |
| Chatham Capital Group, Inc. | 31,435 | $13.5M | 2.21% | −53−0.2% | Reduced |
| Castle Rock Wealth Management, LLC | 32,574 | $13.5M | 3.23% | +302+0.9% | Added |
| Windward Capital Management Co | 31,394 | $13.5M | 1.03% | +2,411+8.3% | Added |
| Marks Group Wealth Management, Inc | 31,381 | $13.5M | 1.29% | +762+2.5% | Added |
| Carderock Capital Management Inc | 31,350 | $13.5M | 3.18% | +71+0.2% | Added |
| World Equity Group, Inc. | 31,341 | $13.5M | 4.87% | −7,835−20.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 31,311 | $13.5M | 2.70% | +1,003+3.3% | Added |
| Northstar Asset Management LLC | 31,285 | $13.5M | 3.08% | +150+0.5% | Added |
| Carroll Investors, Inc | 31,262 | $13.4M | 8.81% | +1,233+4.1% | Added |
| Birch Capital Management, LLC | 31,236 | $13.4M | 6.57% | −70.0% | Reduced |
| LVW Advisors, LLC | 31,142 | $13.4M | 1.72% | +1,016+3.4% | Added |
| Founders Financial Alliance, LLC | 31,129 | $13.4M | 3.73% | +406+1.3% | Added |
| Strong Tower Advisory Services | 31,070 | $13.4M | 3.73% | +595+2.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 31,027 | $13.4M | 1.31% | +1,813+6.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,024 | $13.3M | 3.03% | −611−1.9% | Reduced |
| Concord Asset Management, LLC | 31,009 | $13.3M | 3.02% | +3,807+14.0% | Added |
| Stony Point Capital LLC | 30,988 | $13.3M | 3.18% | +720+2.4% | Added |
| MCF Advisors LLC | 30,971 | $13.3M | 0.93% | −850−2.7% | Reduced |