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 |
|---|---|---|---|---|---|
| SFM, LLC | 18,446 | $7.94M | 5.95% | −73−0.4% | Reduced |
| MTM Investment Management, LLC | 19,020 | $7.91M | 3.08% | −397−2.0% | Reduced |
| United Bank | 18,378 | $7.91M | 3.65% | +730+4.1% | Added |
| First Business Financial Services, Inc. | 18,335 | $7.89M | 0.79% | +229+1.3% | Added |
| Beaton Management Co. Inc. | 18,328 | $7.89M | 3.99% | +266+1.5% | Added |
| Mechanics Financial Corp | 18,298 | $7.87M | 3.45% | −229−1.2% | Reduced |
| Ahl Investment Management, Inc. | 18,270 | $7.86M | 5.42% | −130−0.7% | Reduced |
| Thematics Asset Management | 18,232 | $7.85M | 0.31% | −50−0.3% | Reduced |
| BSW Wealth Partners | 18,223 | $7.84M | 1.18% | +832+4.8% | Added |
| Emerald Advisers, LLC | 18,200 | $7.83M | 0.30% | 00.0% | Unchanged |
| Brown Capital Management LLC | 18,174 | $7.82M | 0.17% | −66−0.4% | Reduced |
| Wharton Business Group, LLC | 18,158 | $7.81M | 0.35% | +165+0.9% | Added |
| Helios Capital Management Pte. Ltd | 18,125 | $7.80M | 4.81% | 00.0% | Unchanged |
| Advisors Management Group Inc | 18,126 | $7.80M | 1.84% | +92+0.5% | Added |
| Cramer Rosenthal McGlynn LLC | 18,113 | $7.79M | 0.43% | +15,264+535.8% | Added |
| Intrua Financial, LLC | 18,096 | $7.79M | 1.27% | −930−4.9% | Reduced |
| Kowal Investment Group, LLC | 18,083 | $7.78M | 1.43% | +235+1.3% | Added |
| Clearwater Capital Advisors, LLC | 18,041 | $7.76M | 0.76% | +10,069+126.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 18,028 | $7.76M | 4.89% | −100−0.6% | Reduced |
| Emprise Bank | 18,004 | $7.75M | 4.46% | −569−3.1% | Reduced |
| Kingdon Capital Management, L.L.C. | 18,000 | $7.75M | 1.14% | −2,000−10.0% | Reduced |
| Intellectus Partners, LLC | 17,991 | $7.74M | 1.98% | −79−0.4% | Reduced |
| Northwest Bank & Trust Co | 17,964 | $7.73M | 5.88% | −62−0.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 17,953 | $7.72M | 2.74% | −105−0.6% | Reduced |
| Cape Ann Savings Bank | 17,922 | $7.71M | 4.47% | +91+0.5% | Added |
| NWF Advisory Services Inc. | 17,910 | $7.71M | 1.12% | +143+0.8% | Added |
| Aspen Investment Management Inc | 17,892 | $7.70M | 3.59% | −964−5.1% | Reduced |
| Garrison Bradford & Associates Inc | 17,868 | $7.69M | 7.62% | +354+2.0% | Added |
| Lynch Asset Management, Inc. | 17,850 | $7.68M | 3.23% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 17,826 | $7.67M | 4.46% | +107+0.6% | Added |
| Old Mission Investment Co LLC | 17,823 | $7.67M | 2.34% | +204+1.2% | Added |
| Aristides Capital LLC | 17,810 | $7.66M | 3.18% | 00.0% | Unchanged |
| Freemont Management S.A. | 17,800 | $7.66M | 4.00% | 00.0% | Unchanged |
| Peninsula Asset Management Inc | 17,794 | $7.66M | 3.86% | −219−1.2% | Reduced |
| JSF Financial, LLC | 17,787 | $7.65M | 2.23% | +182+1.0% | Added |
| Blue Zone Wealth Advisors, LLC | 17,784 | $7.65M | 2.38% | +448+2.6% | Added |
| Elyxium Wealth, LLC | 17,764 | $7.64M | 4.21% | +17,764 | New |
| Atlas Private Wealth Advisors | 17,755 | $7.64M | 1.11% | +593+3.5% | Added |
| Pacitti Group Inc. | 17,731 | $7.63M | 3.60% | −204−1.1% | Reduced |
| Matisse Capital | 17,722 | $7.63M | 3.71% | +20.0% | Added |
| a16z Perennial Management, L.P. | 17,712 | $7.62M | 0.94% | −2,300−11.5% | Reduced |
| Tower View Investment Management & Research LLC | 17,690 | $7.61M | 4.17% | +109+0.6% | Added |
| First Financial Corp | 17,642 | $7.59M | 3.62% | +290+1.7% | Added |
| American Trust Investment Advisors, LLC | 17,598 | $7.57M | 3.10% | +284+1.6% | Added |
| Michael B. Yongue | 17,580 | $7.56M | 6.09% | −11−0.1% | Reduced |
| Scissortail Wealth Management, LLC | 429 | $7.56M | 1.83% | −16,870−97.5% | Reduced |
| Bank of Stockton | 17,539 | $7.55M | 2.28% | −509−2.8% | Reduced |
| US Asset Management LLC | 17,735 | $7.54M | 6.66% | −156−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 17,524 | $7.54M | 0.94% | −69−0.4% | Reduced |
| WD Rutherford LLC | 17,488 | $7.53M | 3.68% | −51−0.3% | Reduced |
| Madison Park Capital Advisors, LLC | 17,485 | $7.52M | 5.64% | −125−0.7% | Reduced |
| GSB Wealth Management, LLC | 17,479 | $7.52M | 1.92% | +783+4.7% | Added |
| Bull Street Advisors, LLC | 17,477 | $7.52M | 3.49% | −438−2.4% | Reduced |
| Northwest Financial Advisors | 17,450 | $7.51M | 5.98% | −312−1.8% | Reduced |
| First United Bank Trust | 17,438 | $7.50M | 2.70% | −1,159−6.2% | Reduced |
| Ewa, LLC | 17,576 | $7.50M | 2.68% | +1,852+11.8% | Added |
| Coppell Advisory Solutions LLC | 17,493 | $7.49M | 1.12% | −1,448−7.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 17,362 | $7.47M | 3.09% | +17,362 | New |
| Baker Tilly Wealth Management, LLC | 17,315 | $7.45M | 3.30% | −3,275−15.9% | Reduced |
| Socorro Asset Management LP | 17,305 | $7.45M | 2.83% | −1,845−9.6% | Reduced |
| ICONIQ Capital, LLC | 17,277 | $7.43M | 0.16% | +9,919+134.8% | Added |
| Corundum Group, Inc. | 17,275 | $7.43M | 3.39% | −1,817−9.5% | Reduced |
| Palo Alto Wealth Advisors, LLC | 17,747 | $7.43M | 3.08% | −4,703−20.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 17,213 | $7.41M | 2.77% | +13+0.1% | Added |
| Coastal Bridge Advisors, LLC | 17,203 | $7.40M | 1.83% | +180+1.1% | Added |
| Lifeworks Advisors, LLC | 17,193 | $7.40M | 1.45% | −666−3.7% | Reduced |
| Strengthening Families & Communities, LLC | 17,166 | $7.39M | 1.89% | +538+3.2% | Added |
| Shayne & Co., LLC | 17,163 | $7.39M | 1.85% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 17,162 | $7.38M | 3.69% | +581+3.5% | Added |
| Bank & Trust Co | 17,160 | $7.38M | 5.99% | −267−1.5% | Reduced |
| McGowan Group Asset Management, Inc. | 17,153 | $7.38M | 0.97% | +338+2.0% | Added |
| Convergence Investment Partners, LLC | 17,129 | $7.37M | 1.99% | −10,620−38.3% | Reduced |
| Orrstown Financial Services Inc | 17,116 | $7.37M | 2.18% | +9,682+130.2% | Added |
| Gateway Advisory, LLC | 17,106 | $7.36M | 1.19% | −2,731−13.8% | Reduced |
| Lee Financial Co | 17,088 | $7.35M | 1.04% | +1,019+6.3% | Added |
| Union Savings Bank | 17,080 | $7.35M | 3.60% | −88−0.5% | Reduced |
| Addison Capital Co | 17,077 | $7.35M | 2.96% | +39+0.2% | Added |
| NCM Capital Management, LLC | 17,057 | $7.34M | 3.52% | +10.0% | Added |
| Laidlaw Wealth Management LLC | 17,046 | $7.33M | 3.63% | −231−1.3% | Reduced |
| CWS Financial Advisors, LLC | 17,011 | $7.32M | 2.59% | −50.0% | Reduced |
| Monetta Financial Services Inc | 17,000 | $7.32M | 6.23% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 16,952 | $7.29M | 2.90% | −547−3.1% | Reduced |
| ROI Financial Advisors, LLC | 16,949 | $7.29M | 5.04% | +340+2.0% | Added |
| Sound Income Strategies, LLC | 16,915 | $7.28M | 0.47% | +1,085+6.9% | Added |
| Ramirez Asset Management, Inc. | 16,878 | $7.26M | 1.39% | +25+0.1% | Added |
| Centurion Wealth Management LLC | 16,877 | $7.26M | 2.32% | +16,877 | New |
| Sterling Investment Counsel, LLC | 16,876 | $7.26M | 2.59% | +1,388+9.0% | Added |
| North Point Portfolio Managers Corp | 16,855 | $7.25M | 1.16% | +11,595+220.4% | Added |
| Wealth Dimensions Group, Ltd. | 16,846 | $7.25M | 1.84% | +629+3.9% | Added |
| GenTrust, LLC | 16,838 | $7.25M | 0.35% | +5,728+51.6% | Added |
| City of London Investment Management Co Ltd | 16,834 | $7.24M | 0.63% | +8,515+102.4% | Added |
| Herbst Group, LLC | 16,810 | $7.23M | 4.48% | −436−2.5% | Reduced |
| Trinity Legacy Partners, LLC | 17,253 | $7.23M | 1.86% | −142−0.8% | Reduced |
| Optimum Investment Advisors | 16,795 | $7.23M | 3.12% | −575−3.3% | Reduced |
| Duncan Williams Asset Management, LLC | 16,784 | $7.22M | 3.98% | +1,470+9.6% | Added |
| Addison Advisors LLC | 16,774 | $7.22M | 2.01% | +131+0.8% | Added |
| Summit Asset Management, LLC | 16,767 | $7.21M | 1.36% | +743+4.6% | Added |
| Palogic Value Management, L.P. | 16,740 | $7.20M | 2.87% | −250−1.5% | Reduced |
| Modus Advisors, LLC | 16,731 | $7.20M | 2.37% | +1,430+9.3% | Added |
| Steamboat Capital Partners, LLC | 16,730 | $7.20M | 2.27% | −345−2.0% | Reduced |