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 |
|---|---|---|---|---|---|
| Orca Investment Management, LLC | 30,964 | $13.3M | 12.02% | −410−1.3% | Reduced |
| Capital Market Strategies LLC | 30,955 | $13.3M | 8.03% | −119−0.4% | Reduced |
| Catalina Capital Group, LLC | 30,947 | $13.3M | 4.52% | −1,558−4.8% | Reduced |
| Horizon Investments, LLC | 30,916 | $13.3M | 0.35% | −343−1.1% | Reduced |
| TFG Advisers LLC | 30,886 | $13.3M | 4.78% | −42−0.1% | Reduced |
| Ardsley Advisory Partners LP | 31,000 | $13.3M | 2.51% | +6,050+24.2% | Added |
| Kemnay Advisory Services Inc. | 30,865 | $13.3M | 2.41% | +1,344+4.6% | Added |
| JT Stratford LLC | 30,752 | $13.2M | 2.26% | −102−0.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 31,008 | $13.2M | 3.17% | +226+0.7% | Added |
| Harbour Capital Advisors, LLC | 31,679 | $13.2M | 3.05% | −83−0.3% | Reduced |
| Boit C F David | 31,704 | $13.2M | 6.55% | 00.0% | Unchanged |
| XXEC, Inc. | 30,705 | $13.2M | 9.98% | −75−0.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 30,610 | $13.2M | 4.87% | −236−0.8% | Reduced |
| Huber Capital Management LLC | 30,543 | $13.1M | 2.64% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 30,535 | $13.1M | 0.59% | −441−1.4% | Reduced |
| Nadler Financial Group, Inc. | 30,522 | $13.1M | 1.45% | −32−0.1% | Reduced |
| Westwood Wealth Management | 30,452 | $13.1M | 5.14% | +2,830+10.2% | Added |
| Personal Cfo Solutions, LLC | 30,439 | $13.1M | 1.83% | −993−3.2% | Reduced |
| FWL Investment Management, LLC | 30,430 | $13.1M | 5.02% | +6,228+25.7% | Added |
| Financial Partners Group, LLC | 30,430 | $13.1M | 4.91% | −70.0% | Reduced |
| Delta Financial Advisors LLC | 30,424 | $13.1M | 4.75% | −407−1.3% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 30,409 | $13.1M | 0.12% | −3,777−11.0% | Reduced |
| Shorepoint Capital Partners LLC | 30,372 | $13.1M | 2.98% | −518−1.7% | Reduced |
| WealthTrust Axiom LLC | 30,352 | $13.1M | 3.87% | −129−0.4% | Reduced |
| White Pine Capital LLC | 30,338 | $13.1M | 4.46% | +69+0.2% | Added |
| MidWestOne Financial Group, Inc. | 30,326 | $13.0M | 1.80% | −134−0.4% | Reduced |
| Waterloo Capital, L.P. | 30,254 | $13.0M | 1.42% | −2,088−6.5% | Reduced |
| Bray Capital Advisors | 30,236 | $13.0M | 3.19% | −506−1.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 30,233 | $13.0M | 3.47% | −30,871−50.5% | Reduced |
| Bulltick Wealth Management, LLC | 30,196 | $13.0M | 3.23% | −6,577−17.9% | Reduced |
| Hudson Value Partners, LLC | 30,161 | $13.0M | 5.04% | +3,033+11.2% | Added |
| Paragon Private Wealth Management, LLC | 30,161 | $13.0M | 6.43% | +8,341+38.2% | Added |
| Ausdal Financial Partners, Inc. | 30,153 | $13.0M | 1.35% | +1,600+5.6% | Added |
| Chesapeake Wealth Management | 30,133 | $13.0M | 4.42% | −192−0.6% | Reduced |
| Nicolet Bankshares Inc | 30,132 | $13.0M | 3.14% | −1,858−5.8% | Reduced |
| Drexel Morgan & Co. | 30,129 | $13.0M | 2.41% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 30,111 | $13.0M | 0.80% | +2,340+8.4% | Added |
| Financial Security Advisor, Inc. | 30,087 | $12.9M | 3.23% | +1,577+5.5% | Added |
| Eukles Asset Management | 30,055 | $12.9M | 5.19% | −105−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 30,037 | $12.9M | 2.02% | +1,498+5.2% | Added |
| Ellevest, Inc. | 30,026 | $12.9M | 0.72% | −149−0.5% | Reduced |
| Cambridge Advisors Inc. | 30,008 | $12.9M | 2.82% | −19−0.1% | Reduced |
| Miura Global Management, LLC | 30,000 | $12.9M | 14.82% | −5,000−14.3% | Reduced |
| General Pension Society PZU Joint Stock Co | 30,000 | $12.9M | 3.75% | −2,500−7.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $12.9M | 2.79% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 29,964 | $12.9M | 10.44% | −170−0.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 29,954 | $12.9M | 4.52% | +5,626+23.1% | Added |
| Radnor Capital Management, LLC | 29,937 | $12.9M | 1.91% | +29,937 | New |
| Monument Capital Management | 29,933 | $12.9M | 3.56% | −577−1.9% | Reduced |
| Unio Capital LLC | 29,908 | $12.9M | 5.20% | −251−0.8% | Reduced |
| Ashton Thomas Securities, LLC | 29,870 | $12.9M | 2.50% | +6,364+27.1% | Added |
| Brown, Lisle/Cummings, Inc. | 29,868 | $12.9M | 3.91% | +1,265+4.4% | Added |
| Blueprint Investment Partners LLC | 29,856 | $12.8M | 2.33% | −7,694−20.5% | Reduced |
| Front Row Advisors LLC | 29,845 | $12.8M | 4.58% | −1,217−3.9% | Reduced |
| Roberts Capital Advisors, LLC | 29,777 | $12.8M | 10.96% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 29,712 | $12.8M | 9.34% | +32+0.1% | Added |
| Barometer Capital Management Inc. | 29,711 | $12.8M | 3.69% | +2,107+7.6% | Added |
| Perennial Investment Advisors, LLC | 29,707 | $12.8M | 1.66% | −43−0.1% | Reduced |
| Center for Financial Planning, Inc. | 29,697 | $12.8M | 1.73% | −968−3.2% | Reduced |
| Winthrop Advisory Group LLC | 29,696 | $12.8M | 1.58% | +4,595+18.3% | Added |
| Transatlantique Private Wealth LLC | 29,686 | $12.8M | 4.92% | −594−2.0% | Reduced |
| Magnus Financial Group LLC | 29,667 | $12.8M | 1.30% | +449+1.5% | Added |
| M&R Capital Management Inc | 29,661 | $12.8M | 2.81% | +742+2.6% | Added |
| Glass Wealth Management Co LLC | 29,652 | $12.8M | 7.05% | +485+1.7% | Added |
| Gibraltar Capital Management, Inc. | 29,629 | $12.7M | 5.73% | +633+2.2% | Added |
| Key Financial Inc | 29,568 | $12.7M | 2.81% | +96+0.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 29,557 | $12.7M | 6.57% | +75+0.3% | Added |
| Pinpoint Asset Management Ltd | 29,553 | $12.7M | 2.73% | −51,068−63.3% | Reduced |
| Callan Capital, LLC | 29,545 | $12.7M | 0.89% | +2,279+8.4% | Added |
| Optas, LLC | 29,390 | $12.6M | 2.91% | +1,897+6.9% | Added |
| Regent Peak Wealth Advisors LLC | 29,313 | $12.6M | 2.90% | −60−0.2% | Reduced |
| Schrum Private Wealth Management LLC | 29,296 | $12.6M | 6.51% | +11,501+64.6% | Added |
| Vista Capital Partners, Inc. | 29,281 | $12.6M | 1.46% | +219+0.8% | Added |
| Evexia Wealth LLC | 30,757 | $12.6M | 4.47% | +2,233+7.8% | Added |
| Entropy Technologies, LP | 29,272 | $12.6M | 1.32% | +29,272 | New |
| Cardiff Park Advisors, LLC | 29,259 | $12.6M | 1.14% | −1,381−4.5% | Reduced |
| Stony Point Wealth Management Inc. | 29,221 | $12.6M | 5.30% | +96+0.3% | Added |
| Excalibur Management Corp | 29,205 | $12.6M | 4.79% | −113−0.4% | Reduced |
| AIMZ Investment Advisors, LLC | 29,181 | $12.6M | 4.29% | −344−1.2% | Reduced |
| LRI Investments, LLC | 55,675 | $12.5M | 1.22% | +28,352+103.8% | Added |
| Tiemann Investment Advisors, LLC | 29,097 | $12.5M | 5.40% | −585−2.0% | Reduced |
| Peak Planning Group, LLC | 29,088 | $12.5M | 5.49% | +200+0.7% | Added |
| CNB Bank | 29,054 | $12.5M | 5.78% | +1,224+4.4% | Added |
| Advisory Research Inc | 29,047 | $12.5M | 2.22% | −11,312−28.0% | Reduced |
| White Pine Investment CO | 29,046 | $12.5M | 3.43% | −281−1.0% | Reduced |
| Gunderson Capital Management Inc. | 28,988 | $12.5M | 5.28% | +367+1.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 28,971 | $12.5M | 2.98% | −2,615−8.3% | Reduced |
| Atlas Wealth LLC | 28,959 | $12.5M | 5.38% | −56−0.2% | Reduced |
| MV Capital Management, Inc. | 28,923 | $12.4M | 1.32% | +89+0.3% | Added |
| Finer Wealth Management, Inc. | 28,800 | $12.4M | 7.65% | +733+2.6% | Added |
| Goodman Advisory Group, LLC | 28,760 | $12.4M | 3.53% | +369+1.3% | Added |
| Sentry LLC | 28,756 | $12.4M | 2.39% | −2,165−7.0% | Reduced |
| VCI Wealth Management LLC | 28,672 | $12.3M | 5.49% | +13,889+94.0% | Added |
| Laurion Capital Management LP | 28,672 | $12.3M | 0.79% | −59,028−67.3% | Reduced |
| Signet Financial Management, LLC | 28,669 | $12.3M | 1.57% | −77−0.3% | Reduced |
| Red Cedar Investment Management, LLC | 28,645 | $12.3M | 1.56% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 28,562 | $12.3M | 4.64% | −862−2.9% | Reduced |
| Kapitalo Investimentos Ltda | 28,546 | $12.3M | 3.00% | +8,363+41.4% | Added |
| Fortitude Advisory Group L.L.C. | 28,520 | $12.3M | 7.74% | −446−1.5% | Reduced |
| Essex Savings Bank | 28,517 | $12.3M | 3.06% | +2,570+9.9% | Added |