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 |
|---|---|---|---|---|---|
| Palo DS Manager LLC | 25,968 | $11.2M | 5.41% | +2,494+10.6% | Added |
| JNBA Financial Advisors | 25,959 | $11.2M | 1.12% | −587−2.2% | Reduced |
| Secure Asset Management, LLC | 25,890 | $11.1M | 1.88% | +3,384+15.0% | Added |
| Great Diamond Partners, LLC | 25,870 | $11.1M | 2.83% | −5,743−18.2% | Reduced |
| Truxt Investmentos Ltda. | 25,856 | $11.1M | 7.49% | +25,856 | New |
| Wisconsin Capital Management LLC | 25,813 | $11.1M | 5.83% | +412+1.6% | Added |
| West Michigan Advisors, LLC | 25,783 | $11.1M | 3.35% | +5,663+28.1% | Added |
| Waratah Capital Advisors Ltd. | 25,736 | $11.1M | 0.66% | −57,909−69.2% | Reduced |
| WealthShield Partners, LLC | 25,701 | $11.1M | 1.50% | +1,998+8.4% | Added |
| David J Yvars Group | 25,693 | $11.1M | 6.85% | −242−0.9% | Reduced |
| NovaPoint Capital, LLC | 25,662 | $11.0M | 3.42% | −186−0.7% | Reduced |
| Sawyer & Company, Inc | 25,655 | $11.0M | 4.08% | +34+0.1% | Added |
| Pacifica Partners Inc. | 25,626 | $11.0M | 4.55% | +627+2.5% | Added |
| Eqis Capital Management, Inc. | 25,551 | $11.0M | 0.88% | +2,401+10.4% | Added |
| RDA Financial Network | 25,514 | $11.0M | 3.41% | +737+3.0% | Added |
| Monograph Wealth Advisors, LLC | 25,504 | $11.0M | 1.43% | −372−1.4% | Reduced |
| Harbor Advisors LLC | 25,500 | $11.0M | 1.84% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 25,478 | $11.0M | 5.65% | +697+2.8% | Added |
| S.E.E.D. Planning Group LLC | 25,472 | $11.0M | 3.63% | +573+2.3% | Added |
| Stelac Advisory Services LLC | 25,452 | $10.9M | 4.44% | +274+1.1% | Added |
| Peregrine Asset Advisers, Inc. | 26,002 | $10.9M | 3.77% | +14+0.1% | Added |
| Settian Capital LP | 25,350 | $10.9M | 7.95% | 00.0% | Unchanged |
| RB Capital Management, LLC | 25,346 | $10.9M | 2.57% | +145+0.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 25,308 | $10.9M | 4.20% | +3,537+16.2% | Added |
| General Partner, Inc. | 25,301 | $10.9M | 6.76% | −1,450−5.4% | Reduced |
| Cove Private Wealth, LLC | 25,273 | $10.9M | 8.44% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 25,204 | $10.8M | 1.43% | −753−2.9% | Reduced |
| Susquehanna International Group Ltd. | 25,200 | $10.8M | 2.30% | +25,200 | New |
| Summit Financial Strategies, Inc. | 25,133 | $10.8M | 1.22% | +1,220+5.1% | Added |
| OMC Financial Services LTD | 24,182 | $10.8M | 5.11% | 00.0% | Unchanged |
| Citizens Business Bank | 25,102 | $10.8M | 2.18% | −553−2.2% | Reduced |
| Kingfisher Capital LLC | 25,086 | $10.8M | 2.47% | −712−2.8% | Reduced |
| Prelude Capital Management, LLC | 25,075 | $10.8M | 0.83% | +8,484+51.1% | Added |
| Tandem Capital Management Corp | 25,074 | $10.8M | 5.68% | −504−2.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25,064 | $10.8M | 2.33% | +846+3.5% | Added |
| New Age Alpha Advisors, LLC | 25,059 | $10.8M | 6.63% | +7,536+43.0% | Added |
| Enterprise Financial Services Corp | 25,050 | $10.8M | 6.28% | −588−2.3% | Reduced |
| Hamel Associates, Inc. | 25,036 | $10.8M | 3.29% | −1,133−4.3% | Reduced |
| Sierra Summit Advisors LLC | 25,010 | $10.8M | 2.47% | +2,714+12.2% | Added |
| Commonwealth Retirement Investments LLC | 25,008 | $10.8M | 4.51% | +331+1.3% | Added |
| Center Lake Capital Management, LLC | 25,000 | $10.8M | 23.48% | 00.0% | Unchanged |
| Crocodile Capital Partners GmbH | 25,000 | $10.8M | 15.18% | 00.0% | Unchanged |
| Pennant Select, LLC | 25,000 | $10.8M | 7.58% | 00.0% | Unchanged |
| Honeycomb Asset Management LP | 25,000 | $10.8M | 4.24% | +25,000 | New |
| Optimus Prime Fund Management Co., Ltd. | 25,000 | $10.8M | 1.40% | +25,000 | New |
| Investment Research & Advisory Group, Inc. | 24,971 | $10.7M | 4.57% | +40.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 24,924 | $10.7M | 3.02% | +1,284+5.4% | Added |
| Clear Street Derivatives LLC | 24,912 | $10.7M | 0.18% | −9,536−27.7% | Reduced |
| United Advisor Group, LLC | 24,879 | $10.7M | 2.42% | +6,950+38.8% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 24,873 | $10.7M | 2.77% | −144−0.6% | Reduced |
| Cornerstone Enterprises, LLC | 24,827 | $10.7M | 6.69% | +1,563+6.7% | Added |
| Main Street Financial Solutions, LLC | 24,799 | $10.7M | 0.98% | −3,100−11.1% | Reduced |
| Drive Wealth Management, LLC | 24,777 | $10.7M | 2.78% | +318+1.3% | Added |
| BTG Pactual Asset Management US LLC | 24,768 | $10.7M | 1.56% | −81−0.3% | Reduced |
| Marathon Capital Management | 24,759 | $10.7M | 2.58% | −774−3.0% | Reduced |
| Westside Investment Management, Inc. | 24,826 | $10.6M | 2.27% | +18+0.1% | Added |
| Cito Capital Group, LLC | 24,655 | $10.6M | 3.96% | +100+0.4% | Added |
| BKM Wealth Management, LLC | 24,650 | $10.6M | 4.31% | +15,883+181.2% | Added |
| Trust Co of Kansas | 24,624 | $10.6M | 5.15% | +1,475+6.4% | Added |
| Mount Vernon Associates Inc | 24,585 | $10.6M | 8.39% | +3,645+17.4% | Added |
| Bremer Bank National Association | 24,547 | $10.6M | 1.99% | −1,190−4.6% | Reduced |
| WealthPlan Investment Management, LLC | 24,529 | $10.6M | 1.07% | +2,682+12.3% | Added |
| Valley Brook Capital Group | 24,523 | $10.6M | 7.58% | +30+0.1% | Added |
| Parisi Gray Wealth Management | 24,519 | $10.6M | 3.48% | +55+0.2% | Added |
| Geneva Partners, LLC | 24,513 | $10.5M | 4.57% | −1,166−4.5% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,505 | $10.5M | 7.56% | −175−0.7% | Reduced |
| Adirondack Trust Co | 24,471 | $10.5M | 4.06% | +31+0.1% | Added |
| North Growth Management Ltd. | 24,000 | $10.5M | 1.96% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 24,463 | $10.5M | 2.77% | −2,609−9.6% | Reduced |
| Transcendent Capital Group LLC | 24,426 | $10.5M | 5.39% | +1,483+6.5% | Added |
| In-Depth Partners, LLC | 24,414 | $10.5M | 10.91% | −4,125−14.5% | Reduced |
| Cim Investment Mangement Inc | 24,408 | $10.5M | 3.11% | −886−3.5% | Reduced |
| Keystone Wealth Services, LLC | 24,391 | $10.5M | 2.90% | +2,729+12.6% | Added |
| Main Street Group, LTD | 24,290 | $10.5M | 4.12% | −101−0.4% | Reduced |
| Ar Asset Management Inc | 24,279 | $10.4M | 2.32% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 24,243 | $10.4M | 2.64% | +2,404+11.0% | Added |
| First Command Advisory Services, Inc. | 24,140 | $10.4M | 0.10% | +50.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 24,118 | $10.4M | 6.28% | +618+2.6% | Added |
| CORDA Investment Management, LLC. | 24,113 | $10.4M | 0.81% | +341+1.4% | Added |
| Peoples Financial Services Corp. | 24,112 | $10.4M | 4.70% | −62−0.3% | Reduced |
| Moseley Investment Management Inc | 24,109 | $10.4M | 4.14% | −505−2.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 23,205 | $10.4M | 3.92% | +65+0.3% | Added |
| Ignite Planners, LLC | 24,002 | $10.3M | 2.37% | +305+1.3% | Added |
| MYDA Advisors LLC | 24,000 | $10.3M | 2.94% | −2,000−7.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,973 | $10.3M | 4.70% | +254+1.1% | Added |
| Chesapeake Asset Management LLC | 23,973 | $10.3M | 8.96% | +69+0.3% | Added |
| Atlas Brown,Inc. | 23,941 | $10.3M | 3.57% | +104+0.4% | Added |
| Elgethun Capital Management | 23,932 | $10.3M | 2.42% | −259−1.1% | Reduced |
| RFP Financial Group LLC | 23,934 | $10.3M | 3.35% | +8,055+50.7% | Added |
| Bey-Douglas LLC | 23,916 | $10.3M | 9.03% | +760+3.3% | Added |
| DGS Capital Management, LLC | 23,905 | $10.3M | 2.79% | +817+3.5% | Added |
| Aldebaran Capital, LLC | 23,902 | $10.3M | 9.39% | −40.0% | Reduced |
| Kercheville Advisors, LLC | 23,848 | $10.3M | 4.33% | −1,207−4.8% | Reduced |
| CV Advisors LLC | 23,832 | $10.3M | 5.24% | +714+3.1% | Added |
| LCNB Corp | 23,824 | $10.3M | 3.63% | −398−1.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 23,761 | $10.2M | 2.58% | +1,021+4.5% | Added |
| Heartland Bank & Trust Co | 23,744 | $10.2M | 5.51% | −126−0.5% | Reduced |
| Pinnacle Bancorp, Inc. | 23,719 | $10.2M | 2.73% | +1,438+6.5% | Added |
| Sentinel Trust Co Lba | 23,709 | $10.2M | 1.16% | −3,722−13.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 24,004 | $10.2M | 4.86% | +127+0.5% | Added |