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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Avanda Investment Management Pte. Ltd. | 28,395 | $12.2M | 2.38% | −26,625−48.4% | Reduced |
| Wrapmanager Inc | 28,358 | $12.2M | 3.16% | −116−0.4% | Reduced |
| Roanoke Asset Management Corp | 28,341 | $12.2M | 3.84% | −45−0.2% | Reduced |
| Argyle Capital Management Inc. | 28,327 | $12.2M | 4.85% | −823−2.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,327 | $12.2M | 3.52% | +55+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 28,265 | $12.2M | 1.18% | +369+1.3% | Added |
| Founders Financial Securities LLC | 28,248 | $12.2M | 1.12% | −3,043−9.7% | Reduced |
| Northstar Advisory Group, LLC | 28,227 | $12.1M | 6.31% | +2,459+9.5% | Added |
| Meridian Investment Counsel Inc. | 28,225 | $12.1M | 3.67% | −859−3.0% | Reduced |
| Davis-Rea Ltd. | 28,202 | $12.1M | 5.28% | −5,100−15.3% | Reduced |
| Souders Financial Advisors | 28,197 | $12.1M | 1.69% | −20.0% | Reduced |
| Kensington Investment Counsel, LLC | 28,162 | $12.1M | 5.06% | +167+0.6% | Added |
| AlphaCore Capital LLC | 28,119 | $12.1M | 2.73% | +1,205+4.5% | Added |
| Consolidated Investment Group LLC | 28,089 | $12.1M | 1.80% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 28,070 | $12.1M | 7.57% | −385−1.4% | Reduced |
| Tikehau Investment Management | 28,050 | $12.1M | 11.10% | −4,757−14.5% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,029 | $12.1M | 4.64% | +89+0.3% | Added |
| FCG Investment Co | 28,001 | $12.0M | 7.90% | +2,431+9.5% | Added |
| Harrington Investments, INC | 27,977 | $12.0M | 6.57% | −524−1.8% | Reduced |
| Beacon Investment Advisors LLC | 27,935 | $12.0M | 5.69% | +89+0.3% | Added |
| Bank Ozk | 27,919 | $12.0M | 4.96% | −1,274−4.4% | Reduced |
| Chickasaw Capital Management LLC | 27,916 | $12.0M | 0.51% | +120+0.4% | Added |
| Oak Harvest Investment Services | 27,912 | $12.0M | 1.73% | −583−2.0% | Reduced |
| Cascades Capital Asset Management, LLC | 27,896 | $12.0M | 6.61% | +27,896 | New |
| Harmony Asset Management LLC | 27,895 | $12.0M | 4.41% | +1,915+7.4% | Added |
| Menlo Advisors LLC | 27,887 | $12.0M | 6.18% | −230−0.8% | Reduced |
| Penn Davis McFarland Inc | 27,886 | $12.0M | 1.35% | +25,952+1,341.9% | Added |
| JB Capital LLC | 27,867 | $12.0M | 0.69% | +1,228+4.6% | Added |
| Warther Private Wealth, LLC | 27,865 | $12.0M | 4.23% | −7,407−21.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 27,856 | $12.0M | 10.08% | −1,520−5.2% | Reduced |
| Benson Investment Management Company, Inc. | 27,854 | $12.0M | 4.74% | −58−0.2% | Reduced |
| Empire Financial Management Company, LLC | 27,847 | $12.0M | 3.69% | −1,545−5.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 27,823 | $12.0M | 1.98% | +7,400+36.2% | Added |
| Councilmark Asset Management, LLC | 27,813 | $12.0M | 8.04% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 27,804 | $12.0M | 0.86% | −1,003−3.5% | Reduced |
| Keystone Financial Planning, Inc. | 27,718 | $11.9M | 3.61% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 27,625 | $11.9M | 1.62% | −141−0.5% | Reduced |
| Trust Co of Oklahoma | 27,585 | $11.9M | 3.85% | −1,252−4.3% | Reduced |
| Westend Capital Management, LLC | 27,583 | $11.9M | 4.07% | +490+1.8% | Added |
| Arlington Trust Co LLC | 27,577 | $11.9M | 2.58% | +79+0.3% | Added |
| SOL Capital Management CO | 27,557 | $11.9M | 1.32% | −913−3.2% | Reduced |
| Breakwater Investment Management | 27,548 | $11.9M | 4.95% | +228+0.8% | Added |
| Loudon Investment Management, LLC | 27,526 | $11.8M | 6.49% | −146−0.5% | Reduced |
| VeraBank, N.A. | 27,478 | $11.8M | 3.46% | +137+0.5% | Added |
| Clear Creek Financial Management, LLC | 27,473 | $11.8M | 1.34% | +579+2.2% | Added |
| Once Capital Management, LLC | 27,400 | $11.8M | 5.35% | 00.0% | Unchanged |
| Greenfield Savings Bank | 27,394 | $11.8M | 5.59% | +172+0.6% | Added |
| Brick & Kyle, Associates | 27,522 | $11.8M | 5.04% | −576−2.0% | Reduced |
| SPC Financial, Inc. | 27,298 | $11.7M | 1.03% | +1,177+4.5% | Added |
| Oarsman Capital, Inc. | 27,289 | $11.7M | 2.17% | +616+2.3% | Added |
| Sandhill Capital Partners LLC | 27,263 | $11.7M | 0.84% | +728+2.7% | Added |
| Wimmer Associates 1, LLC | 27,157 | $11.7M | 5.72% | −159−0.6% | Reduced |
| Prestige Wealth Management Group LLC | 27,153 | $11.7M | 2.42% | −760−2.7% | Reduced |
| Triangle Securities Wealth Management | 27,153 | $11.7M | 3.02% | −958−3.4% | Reduced |
| Penbrook Management LLC | 27,128 | $11.7M | 7.59% | −40−0.1% | Reduced |
| KPP Advisory Services LLC | 27,111 | $11.7M | 2.80% | −220−0.8% | Reduced |
| L.M. Kohn & Company | 27,102 | $11.7M | 2.96% | +676+2.6% | Added |
| Fairfield, Bush & Co. | 27,101 | $11.7M | 6.94% | −318−1.2% | Reduced |
| Bluegrass Capital Partners LP | 27,000 | $11.6M | 10.61% | +7,000+35.0% | Added |
| OV Management LLC | 26,992 | $11.6M | 7.71% | +1,106+4.3% | Added |
| Bridge Creek Capital Management LLC | 26,980 | $11.6M | 3.50% | −281−1.0% | Reduced |
| Eos Management, L.P. | 26,979 | $11.6M | 4.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 26,934 | $11.6M | 2.03% | −3,973−12.9% | Reduced |
| Summerhill Capital Management lnc. | 26,933 | $11.6M | 7.95% | +182+0.7% | Added |
| Armstrong Advisory Group, Inc | 26,868 | $11.6M | 0.96% | +151+0.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 26,844 | $11.6M | 2.87% | +5,035+23.1% | Added |
| Paloma Partners Management Co | 26,800 | $11.5M | 0.61% | +26,800 | New |
| Smith, Moore & Co. | 26,791 | $11.5M | 1.10% | +208+0.8% | Added |
| Sax Wealth Advisors, LLC | 26,765 | $11.5M | 1.03% | +2,452+10.1% | Added |
| Hardy Reed LLC | 26,741 | $11.5M | 1.03% | +597+2.3% | Added |
| Childress Capital Advisors, LLC | 26,711 | $11.5M | 3.10% | +404+1.5% | Added |
| Ballast Advisors LLC | 26,693 | $11.5M | 3.55% | −1,181−4.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 26,664 | $11.5M | 0.98% | +293+1.1% | Added |
| MEMBERS Trust Co | 26,617 | $11.5M | 0.37% | −656−2.4% | Reduced |
| Founders Capital Management | 26,611 | $11.5M | 6.97% | −313−1.2% | Reduced |
| Pegasus Partners Ltd. | 26,567 | $11.4M | 1.07% | +355+1.4% | Added |
| Garrett Investment Advisors LLC | 26,506 | $11.4M | 1.15% | +1,781+7.2% | Added |
| Hurlow Wealth Management Group, Inc. | 26,503 | $11.4M | 3.56% | +70+0.3% | Added |
| McDonough Capital Management, Inc | 26,472 | $11.4M | 7.84% | +442+1.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26,460 | $11.4M | 0.97% | +797+3.1% | Added |
| National Philanthropic Trust | 26,409 | $11.4M | 0.21% | −56−0.2% | Reduced |
| Unionview, LLC | 26,385 | $11.4M | 8.84% | −2,808−9.6% | Reduced |
| Advocate Group LLC | 26,365 | $11.3M | 2.06% | −2,101−7.4% | Reduced |
| Catalyst Capital Advisors LLC | 26,364 | $11.3M | 0.26% | −2,081−7.3% | Reduced |
| MGB Wealth Management, LLC | 26,348 | $11.3M | 4.14% | −1,833−6.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,299 | $11.3M | 3.15% | 00.0% | Unchanged |
| Lantz Financial LLC | 26,276 | $11.3M | 3.06% | +738+2.9% | Added |
| Crestline Management, LP | 26,273 | $11.3M | 0.64% | +15,020+133.5% | Added |
| Buttonwood Financial Advisors Inc. | 26,257 | $11.3M | 4.93% | −109−0.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 26,248 | $11.3M | 0.27% | −3,057−10.4% | Reduced |
| Barton Investment Management | 26,195 | $11.3M | 1.41% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 26,184 | $11.3M | 4.44% | +418+1.6% | Added |
| Revolve Wealth Partners, LLC | 26,175 | $11.3M | 1.72% | +2,636+11.2% | Added |
| Slagle Financial, LLC | 26,147 | $11.3M | 4.99% | +1,680+6.9% | Added |
| FinTrust Capital Advisors, LLC | 26,138 | $11.2M | 1.91% | +719+2.8% | Added |
| Washington Trust Advisors, Inc. | 26,131 | $11.2M | 0.97% | +1,623+6.6% | Added |
| Lederer & Associates Investment Counsel | 26,118 | $11.2M | 7.91% | −264−1.0% | Reduced |
| Eastover Investment Advisors LLC | 26,104 | $11.2M | 5.26% | −2,500−8.7% | Reduced |
| Liberty Capital Management, Inc. | 26,008 | $11.2M | 2.48% | −40.0% | Reduced |
| Herald Investment Management Ltd | 26,000 | $11.2M | 1.93% | 00.0% | Unchanged |