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 |
|---|---|---|---|---|---|
| Hillman Capital Management, Inc. | 23,668 | $10.2M | 3.49% | −70.0% | Reduced |
| Centerpoint Advisors, LLC | 23,665 | $10.2M | 3.54% | +33+0.1% | Added |
| First Commonwealth Financial Corp | 23,646 | $10.2M | 2.44% | +275+1.2% | Added |
| D'Orazio & Associates, Inc. | 23,638 | $10.2M | 1.45% | −184−0.8% | Reduced |
| First PREMIER Bank | 23,599 | $10.2M | 2.53% | +95+0.4% | Added |
| Corsair Capital Management, L.P. | 23,566 | $10.1M | 2.40% | −50.0% | Reduced |
| Thrive Wealth Management, LLC | 23,557 | $10.1M | 1.86% | −406−1.7% | Reduced |
| Callan Family Office, LLC | 23,557 | $10.1M | 1.70% | +6,438+37.6% | Added |
| Parkside Investments, LLC | 23,539 | $10.1M | 1.53% | +330+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 23,526 | $10.1M | 2.29% | −554−2.3% | Reduced |
| Riverview Capital Advisers, LLC | 23,490 | $10.1M | 3.11% | +10.0% | Added |
| Platte River Wealth Advisors, LLC | 23,441 | $10.1M | 2.71% | −100.0% | Reduced |
| Blue Edge Capital, LLC | 23,436 | $10.1M | 1.57% | +266+1.1% | Added |
| First Washington CORP | 23,433 | $10.1M | 4.01% | −2,541−9.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 23,355 | $10.0M | 1.28% | −1,075−4.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,353 | $10.0M | 2.06% | −179−0.8% | Reduced |
| Chelsea Counsel Co | 23,322 | $10.0M | 4.95% | −1,285−5.2% | Reduced |
| Ayrshire Capital Management LLC | 23,321 | $10.0M | 4.77% | +47+0.2% | Added |
| Integrated Investment Consultants, LLC | 23,272 | $10.0M | 2.18% | +741+3.3% | Added |
| Encompass Wealth Advisors, LLC | 23,272 | $10.0M | 2.51% | −123−0.5% | Reduced |
| Poehling Capital Management, LLC | 23,270 | $10.0M | 2.56% | −41−0.2% | Reduced |
| IPG Investment Advisors LLC | 23,229 | $10.0M | 2.18% | −7,089−23.4% | Reduced |
| Symmetry Investments LP | 23,213 | $9.99M | 2.12% | −54,992−70.3% | Reduced |
| Costello Asset Management, INC | 23,189 | $9.98M | 6.67% | +2,358+11.3% | Added |
| Capital Advisors Wealth Management, LLC | 23,137 | $9.96M | 1.83% | +62+0.3% | Added |
| Annandale Capital, LLC | 23,129 | $9.95M | 2.00% | −69−0.3% | Reduced |
| Stablepoint Partners, LLC | 23,119 | $9.95M | 1.81% | −743−3.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,119 | $9.95M | 3.21% | −41−0.2% | Reduced |
| Notis-McConarty Edward | 23,118 | $9.95M | 4.50% | −4,295−15.7% | Reduced |
| Savvy Advisors, Inc. | 23,117 | $9.95M | 2.02% | +4,853+26.6% | Added |
| AMJ Financial Wealth Management | 23,081 | $9.93M | 2.86% | −109−0.5% | Reduced |
| InTrack Investment Management Inc | 23,050 | $9.92M | 7.03% | −428−1.8% | Reduced |
| Piscataqua Savings Bank | 23,047 | $9.92M | 8.42% | −49−0.2% | Reduced |
| Eagle Capital Management, LLC | 23,001 | $9.90M | 4.12% | −90−0.4% | Reduced |
| Canopy Partners, LLC | 22,987 | $9.89M | 4.26% | −743−3.1% | Reduced |
| StrongBox Wealth, LLC | 22,929 | $9.87M | 4.23% | +851+3.9% | Added |
| True North Advisors, LLC | 22,911 | $9.86M | 2.58% | −6,053−20.9% | Reduced |
| Chaney Capital Management, Inc. | 22,876 | $9.84M | 5.52% | +127+0.6% | Added |
| Gold Investment Management Ltd. | 22,921 | $9.84M | 4.12% | −2,332−9.2% | Reduced |
| Frisch Financial Group, Inc. | 22,828 | $9.82M | 2.95% | −361−1.6% | Reduced |
| Delaney Dennis R | 22,778 | $9.80M | 5.06% | −38−0.2% | Reduced |
| Kathmere Capital Management, LLC | 22,775 | $9.80M | 0.92% | +695+3.1% | Added |
| Mendel Money Management | 22,734 | $9.78M | 4.23% | −537−2.3% | Reduced |
| Snider Financial Group | 22,726 | $9.78M | 3.58% | +876+4.0% | Added |
| Highline Wealth Partners LLC | 22,701 | $9.77M | 3.27% | +101+0.4% | Added |
| Leisure Capital Management | 22,698 | $9.77M | 4.17% | −709−3.0% | Reduced |
| Tanager Wealth Management LLP | 22,694 | $9.77M | 1.31% | +491+2.2% | Added |
| San Luis Wealth Advisors LLC | 22,661 | $9.75M | 2.01% | +2,136+10.4% | Added |
| MJP Associates Inc | 22,633 | $9.74M | 1.85% | +731+3.3% | Added |
| Studio Investment Management LLC | 22,625 | $9.74M | 2.05% | −209−0.9% | Reduced |
| Quantbot Technologies LP | 22,618 | $9.73M | 0.38% | +7,718+51.8% | Added |
| Wealth Management Partners, LLC | 22,605 | $9.73M | 4.51% | −362−1.6% | Reduced |
| Lesa Sroufe & Co | 22,591 | $9.72M | 9.07% | −270−1.2% | Reduced |
| Accurate Wealth Management, LLC | 23,198 | $9.71M | 1.95% | +1,686+7.8% | Added |
| West Family Investments, Inc. | 22,575 | $9.71M | 3.31% | +3,882+20.8% | Added |
| Scarborough Advisors, LLC | 22,571 | $9.71M | 1.57% | +22,571 | New |
| Brophy Wealth Management, LLC | 22,562 | $9.71M | 3.47% | +22,562 | New |
| CVA Family Office, LLC | 22,522 | $9.69M | 1.57% | −91−0.4% | Reduced |
| Octavia Wealth Advisors, LLC | 22,516 | $9.69M | 1.19% | −618−2.7% | Reduced |
| Jackson Hill Advisors, LLC | 22,500 | $9.68M | 4.93% | −5,500−19.6% | Reduced |
| Blume Capital Management, Inc. | 22,498 | $9.68M | 2.19% | +43+0.2% | Added |
| Virtue Capital Management, LLC | 22,468 | $9.67M | 1.94% | −5,759−20.4% | Reduced |
| Regatta Capital Group, LLC | 22,439 | $9.66M | 1.87% | +645+3.0% | Added |
| Resurgent Financial Advisors LLC | 22,438 | $9.65M | 5.65% | +255+1.1% | Added |
| Chiron Investment Management, LLC | 22,407 | $9.64M | 3.39% | −13,467−37.5% | Reduced |
| SeaTown Holdings Pte. Ltd. | 22,405 | $9.64M | 7.12% | −11,449−33.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 22,402 | $9.64M | 6.10% | −1,220−5.2% | Reduced |
| Crown Wealth Group, LLC | 22,372 | $9.63M | 4.19% | −100−0.4% | Reduced |
| Point72 Italy, S.r.l. | 22,300 | $9.60M | 3.14% | −5,893−20.9% | Reduced |
| Cable Hill Partners, LLC | 22,293 | $9.59M | 0.94% | +1,980+9.7% | Added |
| Forte Capital LLC | 22,261 | $9.58M | 1.08% | −345−1.5% | Reduced |
| Agate Pass Investment Management, LLC | 22,250 | $9.57M | 4.78% | −587−2.6% | Reduced |
| IMS Capital Management | 22,246 | $9.57M | 4.30% | +24+0.1% | Added |
| Louisbourg Investments Inc. | 26,404 | $9.55M | 2.42% | −1,000−3.6% | Reduced |
| Channel Wealth LLC | 22,161 | $9.54M | 3.14% | +2,018+10.0% | Added |
| Montchanin Asset Management, LLC | 22,104 | $9.51M | 8.76% | −32−0.1% | Reduced |
| Prospector Partners LLC | 22,065 | $9.49M | 1.01% | +148+0.7% | Added |
| Accredited Investors Inc. | 22,044 | $9.49M | 0.54% | +3,393+18.2% | Added |
| Globeflex Capital L P | 22,042 | $9.48M | 0.91% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 22,005 | $9.47M | 8.99% | +4,119+23.0% | Added |
| Siren, L.L.C. | 22,000 | $9.46M | 0.47% | +22,000 | New |
| WT Wealth Management | 22,601 | $9.45M | 3.02% | +496+2.2% | Added |
| Austin Private Wealth, LLC | 21,947 | $9.44M | 0.92% | +129+0.6% | Added |
| HBW Advisory Services LLC | 21,894 | $9.42M | 1.38% | +581+2.7% | Added |
| Retirement Planning Group | 21,871 | $9.41M | 0.51% | +3,543+19.3% | Added |
| Horizon Investment Services, LLC | 21,847 | $9.40M | 4.02% | −105−0.5% | Reduced |
| Providence Wealth Advisors, LLC | 21,921 | $9.40M | 6.95% | +250+1.2% | Added |
| Curbstone Financial Management Corp | 21,800 | $9.38M | 2.01% | −148−0.7% | Reduced |
| Summit X, LLC | 20,977 | $9.37M | 2.28% | −2,092−9.1% | Reduced |
| High Note Wealth, LLC | 21,777 | $9.37M | 2.68% | +86+0.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 21,773 | $9.37M | 0.52% | −30.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 21,670 | $9.33M | 4.11% | +692+3.3% | Added |
| Ground Swell Capital, LLC | 21,631 | $9.31M | 13.25% | +21,631 | New |
| Allen Capital Group, LLC | 21,630 | $9.31M | 1.18% | +1,476+7.3% | Added |
| Flynn Zito Capital Management, LLC | 21,611 | $9.30M | 4.50% | −23−0.1% | Reduced |
| Solstein Capital, LLC | 21,581 | $9.29M | 4.92% | 00.0% | Unchanged |
| B&L Asset Management LLC | 21,577 | $9.28M | 5.87% | +21,577 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 21,562 | $9.28M | 2.79% | −852−3.8% | Reduced |
| Voya Financial Advisors, Inc. | 21,656 | $9.27M | 1.00% | −732−3.3% | Reduced |
| Investment Partners, Ltd. | 21,528 | $9.26M | 3.86% | −124−0.6% | Reduced |