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 |
|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 21,512 | $9.26M | 2.88% | −1,131−5.0% | Reduced |
| Graphene Investments SAS | 21,500 | $9.25M | 5.93% | −6,900−24.3% | Reduced |
| Tyler-Stone Wealth Management | 21,479 | $9.24M | 1.75% | +11,638+118.3% | Added |
| Signet Investment Advisory Group, Inc. | 21,445 | $9.23M | 4.62% | −93−0.4% | Reduced |
| Allegheny Financial Group LTD | 21,440 | $9.23M | 2.28% | +1,108+5.4% | Added |
| Schwerin Boyle Capital Management Inc | 21,435 | $9.22M | 0.97% | −375−1.7% | Reduced |
| Abacus Planning Group, Inc. | 21,393 | $9.21M | 1.65% | +2,844+15.3% | Added |
| First County Bank | 21,351 | $9.19M | 4.54% | +1,224+6.1% | Added |
| Lineweaver Wealth Advisors, LLC | 21,255 | $9.15M | 1.74% | +411+2.0% | Added |
| Phoenix Wealth Advisors | 21,270 | $9.15M | 4.25% | −408−1.9% | Reduced |
| Byrne Asset Management LLC | 21,243 | $9.14M | 6.24% | −156−0.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 21,238 | $9.14M | 4.19% | −161−0.8% | Reduced |
| Tempus Wealth Planning, LLC | 21,230 | $9.14M | 3.35% | +273+1.3% | Added |
| Ami Investment Management Inc | 21,199 | $9.12M | 3.09% | +217+1.0% | Added |
| Castellan Group, LLC | 21,154 | $9.10M | 3.84% | +1,052+5.2% | Added |
| Inspire Trust Co, N.A. | 21,151 | $9.10M | 2.51% | +3,221+18.0% | Added |
| Aft, Forsyth & Sober, LLC | 21,150 | $9.10M | 2.99% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 21,126 | $9.09M | 1.58% | −1,800−7.9% | Reduced |
| Unison Asset Management LLC | 21,085 | $9.07M | 4.31% | −30−0.1% | Reduced |
| TTP Investments, Inc. | 21,048 | $9.06M | 3.11% | +1,721+8.9% | Added |
| IMA Wealth, Inc. | 21,045 | $9.06M | 1.97% | +21,045 | New |
| First Community Trust NA | 21,028 | $9.05M | 7.39% | −61−0.3% | Reduced |
| Cottage Street Advisors LLC | 21,023 | $9.04M | 4.93% | −402−1.9% | Reduced |
| Alta Advisers Ltd | 21,000 | $9.04M | 4.13% | +300+1.4% | Added |
| Sittner & Nelson, LLC | 20,995 | $9.03M | 4.04% | −54−0.3% | Reduced |
| Gries Financial LLC | 20,991 | $9.03M | 1.69% | +1,308+6.6% | Added |
| Royal Capital Wealth Management, LLC | 20,985 | $9.03M | 6.38% | −243−1.1% | Reduced |
| TBH Global Asset Management, LLC | 20,984 | $9.03M | 1.97% | +24+0.1% | Added |
| Mandatum Life Insurance Co Ltd | 20,959 | $9.02M | 2.77% | −3,114−12.9% | Reduced |
| Fusion Capital, LLC | 20,932 | $9.01M | 3.86% | −80.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 20,919 | $9.00M | 0.65% | +118+0.6% | Added |
| BRX Global LP | 20,900 | $8.99M | 5.89% | 00.0% | Unchanged |
| Maxwell Wealth Strategies Inc. | 21,849 | $8.99M | 3.82% | +326+1.5% | Added |
| EPG Wealth Management LLC | 20,879 | $8.98M | 2.27% | +20,879 | Added |
| KG&L Capital Management,LLC | 20,884 | $8.98M | 2.90% | +914+4.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 20,873 | $8.98M | 3.75% | +311+1.5% | Added |
| FLC Capital Advisors | 20,868 | $8.98M | 2.07% | +563+2.8% | Added |
| Wilkins Investment Counsel Inc | 20,840 | $8.97M | 1.24% | +385+1.9% | Added |
| Trust Investment Advisors | 20,826 | $8.96M | 5.71% | −1,427−6.4% | Reduced |
| Alera Investment Advisors, LLC | 20,801 | $8.95M | 1.05% | −1,960−8.6% | Reduced |
| Townsend Asset Management Corp | 20,796 | $8.95M | 3.32% | +66+0.3% | Added |
| Wealth Management Associates, Inc. | 20,792 | $8.95M | 3.93% | +137+0.7% | Added |
| Evolutionary Tree Capital Management, LLC | 20,780 | $8.94M | 8.96% | −450−2.1% | Reduced |
| SNS Financial Group, LLC | 20,753 | $8.93M | 0.90% | −173−0.8% | Reduced |
| BCJ Capital Management, LLC | 20,704 | $8.91M | 0.67% | −59−0.3% | Reduced |
| SFE Investment Counsel | 20,664 | $8.89M | 1.85% | +2,285+12.4% | Added |
| Abundance Wealth Counselors | 20,615 | $8.87M | 1.84% | +20,615 | New |
| Fruth Investment Management | 20,607 | $8.87M | 2.30% | −620−2.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,595 | $8.86M | 1.21% | +3,770+22.4% | Added |
| Nordwand Advisors, LLC | 20,588 | $8.86M | 2.37% | −794−3.7% | Reduced |
| Martin & Co Inc | 20,567 | $8.85M | 2.08% | −30−0.1% | Reduced |
| Nikulski Financial, Inc. | 20,546 | $8.84M | 2.65% | +417+2.1% | Added |
| Tradewinds Capital Management, LLC | 20,541 | $8.84M | 2.36% | +78+0.4% | Added |
| LCM Capital Management Inc | 20,528 | $8.83M | 5.08% | +115+0.6% | Added |
| JFS Wealth Advisors, LLC | 20,506 | $8.82M | 0.59% | +9,928+93.9% | Added |
| RBA Wealth Management, LLC | 20,505 | $8.82M | 3.40% | +292+1.4% | Added |
| First Pacific Financial | 20,499 | $8.82M | 2.06% | −278−1.3% | Reduced |
| All Terrain Financial Advisors, LLC | 20,494 | $8.82M | 3.38% | −378−1.8% | Reduced |
| Orleans Capital Management Corp | 20,470 | $8.81M | 5.00% | −1,051−4.9% | Reduced |
| SGL Investment Advisors, Inc. | 20,632 | $8.81M | 4.52% | +20,632 | New |
| Prosperity Wealth Management, Inc. | 20,453 | $8.80M | 3.52% | +1,205+6.3% | Added |
| Prossimo Advisors, LLC | 20,435 | $8.79M | 6.42% | +75+0.4% | Added |
| Family Legacy, Inc. | 20,423 | $8.79M | 2.92% | +20+0.1% | Added |
| First Dallas Securities Inc. | 20,381 | $8.77M | 3.67% | −52−0.3% | Reduced |
| Leelyn Smith, LLC | 20,379 | $8.77M | 1.58% | −64−0.3% | Reduced |
| Mattson Financial Services, LLC | 19,613 | $8.77M | 3.14% | −132−0.7% | Reduced |
| Drucker Wealth 3.0, LLC | 20,370 | $8.77M | 2.11% | +233+1.2% | Added |
| KWMG, LLC | 20,368 | $8.76M | 0.88% | −172−0.8% | Reduced |
| Kolinsky Wealth Management, LLC | 20,358 | $8.76M | 5.70% | +891+4.6% | Added |
| Windle Wealth, LLC | 20,348 | $8.76M | 4.76% | +739+3.8% | Added |
| Private Portfolio Partners LLC | 20,346 | $8.75M | 1.64% | +20,346 | New |
| Hudson Canyon Capital Management | 20,345 | $8.75M | 5.66% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 20,341 | $8.75M | 5.05% | +396+2.0% | Added |
| Gunn & Co Investment Management, Inc. | 20,311 | $8.74M | 6.01% | −187,574−90.2% | Reduced |
| Congress Park Capital LLC | 20,300 | $8.74M | 3.24% | −470−2.3% | Reduced |
| Cascade Financial Partners, LLC | 20,429 | $8.73M | 1.09% | −80.0% | Reduced |
| Security National Bank of So Dak | 20,271 | $8.72M | 4.85% | −150−0.7% | Reduced |
| Capstone Financial Advisors, Inc. | 20,257 | $8.72M | 0.54% | +5,787+40.0% | Added |
| RPg Family Wealth Advisory, LLC | 20,229 | $8.70M | 2.81% | +316+1.6% | Added |
| Alaethes Wealth LLC | 20,225 | $8.70M | 3.21% | +196+1.0% | Added |
| Beacon Financial Group | 20,185 | $8.69M | 0.94% | +646+3.3% | Added |
| Probity Advisors, Inc. | 20,165 | $8.68M | 1.66% | −487−2.4% | Reduced |
| Sivia Capital Partners, LLC | 20,159 | $8.67M | 5.12% | +582+3.0% | Added |
| Hengehold Capital Management LLC | 20,051 | $8.63M | 0.82% | +311+1.6% | Added |
| Chase Investment Counsel Corp | 20,042 | $8.62M | 2.87% | −10,743−34.9% | Reduced |
| Kinsale Capital Group, Inc. | 20,038 | $8.62M | 2.54% | +2,567+14.7% | Added |
| Okabena Investment Services Inc | 20,031 | $8.62M | 2.43% | −2,566−11.4% | Reduced |
| Vista Wealth Management Group, LLC | 20,017 | $8.61M | 0.57% | +634+3.3% | Added |
| Perseverance Asset Management International | 20,000 | $8.61M | 0.99% | −45,000−69.2% | Reduced |
| Telemark Asset Management, LLC | 20,000 | $8.61M | 0.87% | −20,000−50.0% | Reduced |
| Barbara Oil Co. | 20,000 | $8.61M | 3.52% | 00.0% | Unchanged |
| Empirical Capital Management, LLC | 20,000 | $8.61M | 6.01% | +20,000 | New |
| Wealth Group, Ltd. | 19,976 | $8.60M | 5.77% | +287+1.5% | Added |
| New Potomac Partners, LLC | 19,965 | $8.59M | 4.41% | −190−0.9% | Reduced |
| Interchange Capital Partners, LLC | 19,958 | $8.59M | 3.05% | −286−1.4% | Reduced |
| Dynasty Wealth Management, LLC | 19,963 | $8.59M | 0.26% | −6,027−23.2% | Reduced |
| Sculati Wealth Management, LLC | 19,942 | $8.58M | 3.42% | −747−3.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,927 | $8.57M | 2.98% | +309+1.6% | Added |
| Central Valley Advisors, LLC | 19,875 | $8.55M | 4.83% | −78−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 19,876 | $8.55M | 2.62% | +30.0% | Added |