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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 19,875 | $8.55M | 3.61% | +132+0.7% | Added |
| Alcosta Capital Management, Inc. | 19,857 | $8.54M | 5.11% | +154+0.8% | Added |
| Bender Robert & Associates | 19,851 | $8.54M | 1.81% | +19,851 | New |
| Raelipskie Partnership | 19,850 | $8.54M | 4.16% | +1,460+7.9% | Added |
| GSG Advisors LLC | 20,282 | $8.53M | 2.82% | +831+4.3% | Added |
| WealthPLAN Partners, LLC | 19,826 | $8.53M | 1.15% | −800−3.9% | Reduced |
| Burford Brothers, Inc. | 19,793 | $8.52M | 4.44% | −44−0.2% | Reduced |
| Autumn Glory Partners, LLC | 19,760 | $8.51M | 3.27% | +1,257+6.8% | Added |
| Aft, Forsyth & Company, Inc. | 19,770 | $8.51M | 4.20% | −67−0.3% | Reduced |
| Aurora Investment Managers, LLC. | 19,764 | $8.50M | 5.45% | −124−0.6% | Reduced |
| Green Harvest Asset Management LLC | 19,754 | $8.50M | 0.17% | +1,000+5.3% | Added |
| Signal Advisors Wealth, LLC | 19,753 | $8.50M | 1.22% | +17,801+911.9% | Added |
| Exeter Financial, LLC | 19,749 | $8.50M | 3.76% | +18+0.1% | Added |
| Sheets Smith Wealth Management | 19,737 | $8.49M | 1.04% | −1,254−6.0% | Reduced |
| FSM Wealth Advisors, LLC | 19,732 | $8.49M | 2.25% | +1,251+6.8% | Added |
| Commonwealth Financial Services, LLC | 20,155 | $8.48M | 1.67% | +187+0.9% | Added |
| Bluesphere Advisors, LLC | 19,679 | $8.47M | 4.19% | +343+1.8% | Added |
| DeDora Capital, Inc. | 19,671 | $8.46M | 2.36% | +130+0.7% | Added |
| Lincluden Management Ltd | 19,670 | $8.46M | 0.92% | +1,798+10.1% | Added |
| KLCM Advisors, Inc. | 19,662 | $8.46M | 1.00% | +3,078+18.6% | Added |
| Brooks, Moore & Associates, Inc. | 19,656 | $8.46M | 5.00% | −92−0.5% | Reduced |
| Agur Provident & Training Funds Management Ltd | 21,722 | $8.46M | 2.57% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 19,632 | $8.45M | 2.45% | +101+0.5% | Added |
| Wealth Effects LLC | 19,628 | $8.45M | 2.96% | −308−1.5% | Reduced |
| Slow Capital, Inc. | 19,625 | $8.44M | 1.29% | −565−2.8% | Reduced |
| Carlson Capital Management | 19,611 | $8.44M | 0.36% | +225+1.2% | Added |
| Ashford Capital Management Inc | 19,610 | $8.44M | 1.05% | −1,213−5.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,547 | $8.41M | 1.77% | +335+1.7% | Added |
| Fairfield Financial Advisors, LTD | 19,510 | $8.40M | 2.86% | +18+0.1% | Added |
| Spirit of America Management Corp | 19,499 | $8.39M | 1.67% | 00.0% | Unchanged |
| Lindenwold Advisors | 19,490 | $8.39M | 4.22% | +185+1.0% | Added |
| Onefund, LLC | 19,489 | $8.39M | 8.52% | +28+0.1% | Added |
| Silver Oak Securities, Inc | 19,790 | $8.39M | 0.89% | +4,153+26.6% | Added |
| Keudell/Morrison Wealth Management | 19,481 | $8.38M | 2.28% | −919−4.5% | Reduced |
| Boxwood Ventures, Inc. | 19,474 | $8.38M | 12.97% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 19,468 | $8.38M | 5.38% | −157−0.8% | Reduced |
| Bouvel Investment Partners, LLC | 19,467 | $8.38M | 3.15% | +101+0.5% | Added |
| Capital Insight Partners, LLC | 19,445 | $8.37M | 1.46% | +45+0.2% | Added |
| Bangor Savings Bank | 19,407 | $8.35M | 0.79% | +138+0.7% | Added |
| Spreng Capital Management, Inc. | 19,383 | $8.34M | 3.88% | −12,484−39.2% | Reduced |
| Contravisory Investment Management, Inc. | 19,341 | $8.32M | 1.78% | −112−0.6% | Reduced |
| Insight Advisors, LLC | 19,292 | $8.30M | 1.45% | −361−1.8% | Reduced |
| Prosperity Financial Group, Inc. | 19,284 | $8.30M | 4.66% | +1,235+6.8% | Added |
| Clarity Capital Partners LLC | 19,278 | $8.30M | 4.89% | −97−0.5% | Reduced |
| Provenance Wealth Advisors, LLC | 19,251 | $8.28M | 1.03% | +531+2.8% | Added |
| Advisor Resource Council | 19,239 | $8.28M | 3.76% | +3,592+23.0% | Added |
| Grafton Street Partners Fund, LP | 19,194 | $8.26M | 6.55% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 19,183 | $8.25M | 1.84% | −10.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 19,816 | $8.24M | 3.99% | +802+4.2% | Added |
| EagleClaw Capital Managment, LLC | 19,154 | $8.24M | 1.38% | −628−3.2% | Reduced |
| Cumberland Advisors Inc | 19,145 | $8.24M | 3.27% | −135−0.7% | Reduced |
| Private Capital Management LLC | 19,136 | $8.23M | 1.49% | +1,813+10.5% | Added |
| Buck Wealth Strategies, LLC | 19,088 | $8.21M | 2.59% | −2,074−9.8% | Reduced |
| McBroom & Associates, LLC | 19,078 | $8.21M | 5.02% | +351+1.9% | Added |
| HHM Wealth Advisors, LLC | 19,077 | $8.21M | 1.16% | +283+1.5% | Added |
| MBL Wealth, LLC | 19,041 | $8.19M | 0.88% | +190+1.0% | Added |
| Palmer Knight Co | 19,023 | $8.19M | 3.60% | −169−0.9% | Reduced |
| NWK Group, Inc. | 19,019 | $8.18M | 3.33% | +307+1.6% | Added |
| Core Wealth Partners LLC | 19,013 | $8.18M | 4.96% | +320+1.7% | Added |
| Everpar Advisors LLC | 19,005 | $8.18M | 4.23% | −1,380−6.8% | Reduced |
| 1776 Wealth LLC | 18,993 | $8.17M | 3.66% | −1,193−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 18,991 | $8.17M | 0.73% | +895+4.9% | Added |
| Virtu Financial LLC | 18,990 | $8.17M | 0.45% | −43,889−69.8% | Reduced |
| Stableford Capital II LLC | 19,616 | $8.17M | 3.26% | +5,764+41.6% | Added |
| Peoples Bank | 18,969 | $8.16M | 5.48% | −70−0.4% | Reduced |
| Howard Financial Services, Ltd. | 18,952 | $8.16M | 1.18% | +3,326+21.3% | Added |
| Mraz, Amerine & Associates, Inc. | 18,928 | $8.14M | 1.47% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 18,914 | $8.14M | 3.96% | +1,645+9.5% | Added |
| Promethos Capital, LLC | 18,870 | $8.12M | 2.89% | 00.0% | Unchanged |
| Arvin Capital Management LP | 18,868 | $8.12M | 3.43% | +3,098+19.6% | Added |
| Mosaic Financial Group, LLC | 18,856 | $8.11M | 5.76% | +945+5.3% | Added |
| Carl P. Sherr & Co., LLC | 18,851 | $8.11M | 4.27% | −107−0.6% | Reduced |
| Partners Capital Investment Group, LLP | 18,842 | $8.11M | 0.13% | −1,238−6.2% | Reduced |
| Berry Wealth Group, LP | 18,833 | $8.10M | 5.81% | −698−3.6% | Reduced |
| Breakwater Capital Group | 18,826 | $8.10M | 1.63% | +436+2.4% | Added |
| Vanderbilt University | 18,798 | $8.09M | 1.50% | +1,565+9.1% | Added |
| My Legacy Advisors, LLC | 18,783 | $8.08M | 3.19% | −3,691−16.4% | Reduced |
| Freedom Day Solutions, LLC | 18,769 | $8.08M | 2.51% | +2,068+12.4% | Added |
| Bennett Selby Investments LP | 18,757 | $8.07M | 3.39% | +91+0.5% | Added |
| Highview Capital Management LLC | 18,714 | $8.05M | 3.27% | +915+5.1% | Added |
| Evermay Wealth Management LLC | 18,706 | $8.05M | 1.29% | −229−1.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 18,701 | $8.05M | 3.91% | −3,116−14.3% | Reduced |
| Charles Schwab Trust Co | 18,686 | $8.04M | 0.69% | −1,118−5.6% | Reduced |
| 626 Financial, LLC | 18,677 | $8.04M | 4.45% | −622−3.2% | Reduced |
| Beta Wealth Group, Inc. | 18,657 | $8.03M | 3.62% | +401+2.2% | Added |
| Liberty Wealth Management LLC | 18,627 | $8.02M | 1.36% | −104,663−84.9% | Reduced |
| Triasima Portfolio Management inc. | 18,611 | $8.01M | 1.80% | +1,403+8.2% | Added |
| Walkner Condon Financial Advisors LLC | 18,601 | $8.00M | 1.63% | +866+4.9% | Added |
| Hosking Partners LLP | 18,596 | $8.00M | 0.31% | −21,045−53.1% | Reduced |
| Atwater Malick LLC | 18,563 | $7.99M | 2.57% | +709+4.0% | Added |
| Berkeley, Inc | 18,560 | $7.99M | 2.33% | +9,441+103.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 18,559 | $7.99M | 1.50% | −1,323−6.7% | Reduced |
| Acropolis Investment Management, LLC | 18,550 | $7.98M | 0.47% | +100+0.5% | Added |
| Northcape Wealth Management, LLC | 18,546 | $7.98M | 2.61% | −164−0.9% | Reduced |
| Vectors Research Management, LLC | 18,776 | $7.98M | 2.42% | −206−1.1% | Reduced |
| Scott Capital Advisors, LLC | 18,541 | $7.98M | 2.26% | −26−0.1% | Reduced |
| Seven Eight Capital, LP | 18,540 | $7.98M | 0.72% | +11,742+172.7% | Added |
| Madison Wealth Partners, Inc | 18,523 | $7.97M | 2.36% | +1,989+12.0% | Added |
| Darden Wealth Group Inc | 18,478 | $7.95M | 5.70% | +91+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 18,449 | $7.94M | 2.17% | −120−0.6% | Reduced |