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 |
|---|---|---|---|---|---|
| RiverPark Advisors, LLC | 16,703 | $7.19M | 5.87% | +295+1.8% | Added |
| Canton Hathaway, LLC | 16,661 | $7.17M | 1.79% | 00.0% | Unchanged |
| Norway Savings Bank | 16,623 | $7.15M | 3.88% | +96+0.6% | Added |
| Park Place Capital Corp | 16,604 | $7.14M | 2.05% | +186+1.1% | Added |
| Amitell Capital Pte Ltd | 16,596 | $7.14M | 5.35% | +11,150+204.7% | Added |
| Boltwood Capital Management | 16,592 | $7.14M | 2.12% | +290+1.8% | Added |
| Graybill Bartz & Assoc Ltd | 16,583 | $7.14M | 2.64% | +349+2.1% | Added |
| Tiff Advisory Services Inc | 16,570 | $7.13M | 2.37% | +598+3.7% | Added |
| Millennium Capital Advisors, LLC | 16,528 | $7.11M | 4.65% | −704−4.1% | Reduced |
| Wellspring Financial Advisors, LLC | 150,289 | $7.11M | 0.85% | +136,980+1,029.2% | Added |
| Adams Wealth Management | 16,511 | $7.10M | 1.52% | −549−3.2% | Reduced |
| CacheTech Inc. | 16,511 | $7.10M | 1.52% | −549−3.2% | Reduced |
| KP Management LLC | 16,500 | $7.10M | 2.50% | −13,000−44.1% | Reduced |
| Chemistry Wealth Management LLC | 16,500 | $7.10M | 1.70% | +368+2.3% | Added |
| New Century Financial Group, LLC | 16,491 | $7.10M | 2.60% | +1,670+11.3% | Added |
| Summit Place Financial Advisors, LLC | 16,471 | $7.09M | 3.95% | −1,059−6.0% | Reduced |
| Verity Asset Management, Inc. | 16,454 | $7.08M | 2.67% | −444−2.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,458 | $7.08M | 2.77% | −149−0.9% | Reduced |
| Security National Bank of Sioux City Iowa | 16,397 | $7.06M | 4.31% | +130+0.8% | Added |
| Ayalon Holdings Ltd. | 16,390 | $7.05M | 2.20% | −36−0.2% | Reduced |
| Eley Financial Management, Inc | 16,384 | $7.05M | 2.84% | −289−1.7% | Reduced |
| Cox Capital Mgt LLC | 16,380 | $7.05M | 4.22% | −44−0.3% | Reduced |
| Aprio Wealth Management, LLC | 16,362 | $7.04M | 1.13% | −252−1.5% | Reduced |
| Lummis Asset Management, LP | 16,339 | $7.03M | 8.21% | +3,092+23.3% | Added |
| Gs Investments, Inc. | 16,313 | $7.02M | 3.12% | +25+0.2% | Added |
| Dark Forest Capital Management LP | 16,307 | $7.02M | 0.90% | +14,827+1,001.8% | Added |
| Stolper Co | 16,300 | $7.01M | 2.29% | −44−0.3% | Reduced |
| Amarillo National Bank | 16,294 | $7.01M | 1.28% | +329+2.1% | Added |
| Morris Retirement Advisors, LLC | 16,292 | $7.01M | 3.83% | −890−5.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 16,284 | $7.01M | 3.65% | +676+4.3% | Added |
| Essex LLC | 16,278 | $7.00M | 1.44% | −128−0.8% | Reduced |
| McAdam, LLC | 16,273 | $7.00M | 0.39% | +1,327+8.9% | Added |
| Palumbo Wealth Management LLC | 16,270 | $7.00M | 2.72% | +1,204+8.0% | Added |
| Transamerica Financial Advisors, Inc. | 16,264 | $7.00M | 0.68% | −1,397−7.9% | Reduced |
| Optimist Retirement Group LLC | 16,219 | $6.98M | 3.15% | +10,581+187.7% | Added |
| Consolidated Portfolio Review Corp | 16,211 | $6.98M | 1.56% | −6,051−27.2% | Reduced |
| S.A. Mason LLC | 16,197 | $6.97M | 3.70% | +46+0.3% | Added |
| Aperture Investors, LLC | 16,190 | $6.97M | 0.88% | −403−2.4% | Reduced |
| 3Chopt Investment Partners, LLC | 16,168 | $6.96M | 2.49% | +54+0.3% | Added |
| Strategic Financial Services, Inc, | 16,158 | $6.95M | 0.41% | +239+1.5% | Added |
| SkyOak Wealth, LLC | 16,147 | $6.95M | 1.54% | +486+3.1% | Added |
| Financial Management Network Inc | 16,697 | $6.95M | 1.45% | +209+1.3% | Added |
| HBC Financial Services, PLLC | 16,035 | $6.93M | 4.21% | +30+0.2% | Added |
| Kerrisdale Advisers, LLC | 16,115 | $6.93M | 2.36% | +1,460+10.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $6.93M | 5.36% | 00.0% | Unchanged |
| Pflug Koory, LLC | 16,086 | $6.92M | 3.40% | +16,086 | New |
| Marest Capital, LLC | 16,068 | $6.91M | 5.85% | −65−0.4% | Reduced |
| MSH Capital Advisors LLC | 16,049 | $6.91M | 2.11% | +152+1.0% | Added |
| Hazlett, Burt & Watson, Inc. | 16,037 | $6.90M | 3.18% | −38−0.2% | Reduced |
| Gray Wealth Management Inc. | 16,035 | $6.90M | 2.72% | +241+1.5% | Added |
| Garrison Point Advisors, LLC | 16,026 | $6.90M | 4.27% | −163−1.0% | Reduced |
| 1858 Wealth Management, LLC | 16,025 | $6.90M | 5.67% | +764+5.0% | Added |
| Noesis Capital Mangement Corp | 16,025 | $6.90M | 1.37% | +321+2.0% | Added |
| Widmann Financial Services, Inc. | 16,023 | $6.89M | 5.22% | −617−3.7% | Reduced |
| Banco de Sabadell, S.A | 16,016 | $6.89M | 5.17% | −153−0.9% | Reduced |
| Wealth Architects, LLC | 16,016 | $6.89M | 0.78% | −218−1.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 16,010 | $6.89M | 4.37% | +1,550+10.7% | Added |
| Opinicus Capital, Inc. | 16,003 | $6.89M | 5.50% | +86+0.5% | Added |
| Diversified, LLC | 16,003 | $6.89M | 0.76% | +166+1.0% | Added |
| Diversified Enterprises, LLC | 16,003 | $6.89M | 0.76% | +16,003 | New |
| Cohen Investment Advisors LLC | 15,996 | $6.88M | 4.21% | −1,603−9.1% | Reduced |
| Acorn Wealth Advisors, LLC | 15,982 | $6.88M | 2.95% | +265+1.7% | Added |
| Dillon & Associates Inc | 15,961 | $6.86M | 0.97% | −158−1.0% | Reduced |
| Elevated Capital Advisors, LLC | 15,927 | $6.85M | 1.82% | +4,407+38.3% | Added |
| Gratus Wealth Advisors, LLC | 16,726 | $6.85M | 1.12% | +2,260+15.6% | Added |
| Global Financial Private Client, LLC | 15,903 | $6.84M | 2.67% | +836+5.5% | Added |
| waypoint wealth counsel | 15,894 | $6.84M | 4.63% | +696+4.6% | Added |
| Capital Advantage, Inc. | 15,873 | $6.83M | 1.31% | −154−1.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 15,871 | $6.83M | 1.29% | +212+1.4% | Added |
| Ballast, Inc. | 15,858 | $6.82M | 1.94% | −115−0.7% | Reduced |
| CM Wealth Advisors LLC | 15,849 | $6.82M | 2.21% | +3,464+28.0% | Added |
| Seldon Capital LP | 15,834 | $6.81M | 3.84% | 00.0% | Unchanged |
| Patrick Mauro Investment Advisor, INC. | 15,825 | $6.81M | 3.59% | +6,653+72.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 15,815 | $6.81M | 0.46% | +2,761+21.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,800 | $6.80M | 3.17% | +1,250+8.6% | Added |
| Lazari Capital Management, Inc. | 15,793 | $6.80M | 2.91% | +706+4.7% | Added |
| Atticus Wealth Management, LLC | 15,788 | $6.79M | 2.18% | +61+0.4% | Added |
| United Community Bank | 15,777 | $6.79M | 2.65% | −1,855−10.5% | Reduced |
| Centric Wealth Management | 16,156 | $6.79M | 1.82% | +112+0.7% | Added |
| OneAscent Financial Services LLC | 15,775 | $6.79M | 4.88% | +15,775 | New |
| Legato Capital Management LLC | 15,746 | $6.78M | 0.84% | 00.0% | Unchanged |
| Mathes Company, Inc. | 15,739 | $6.77M | 2.39% | −1,929−10.9% | Reduced |
| Watchman Group, Inc. | 15,736 | $6.77M | 1.77% | +47+0.3% | Added |
| Peterson Wealth Services | 15,736 | $6.77M | 2.16% | −727−4.4% | Reduced |
| Kampmann Melissa S. | 15,720 | $6.76M | 4.78% | −25−0.2% | Reduced |
| Curated Wealth Partners LLC | 15,710 | $6.76M | 0.86% | +210+1.4% | Added |
| Maia Wealth LLC | 15,900 | $6.75M | 1.67% | +1,726+12.2% | Added |
| Harbor Advisory Corp | 15,692 | $6.75M | 2.20% | +239+1.5% | Added |
| Corecam Pte. Ltd. | 15,690 | $6.75M | 4.42% | +13,715+694.4% | Added |
| Amica Retiree Medical Trust | 15,680 | $6.75M | 5.60% | +15,680 | New |
| Sierra Capital LLC | 15,673 | $6.74M | 0.80% | +3,880+32.9% | Added |
| Waterfront Wealth Inc. | 15,718 | $6.74M | 1.65% | +1,102+7.5% | Added |
| Financial Avengers, Inc. | 15,667 | $6.74M | 3.32% | +193+1.2% | Added |
| Concentrum Wealth Management | 15,657 | $6.74M | 2.62% | +608+4.0% | Added |
| Eaton Financial Holdings Company, LLC | 15,611 | $6.72M | 2.73% | +15,611 | New |
| Empirical Asset Management, LLC | 121,747 | $6.71M | 2.39% | +893+0.7% | Added |
| Convergence Financial, LLC | 15,565 | $6.70M | 1.42% | −488−3.0% | Reduced |
| Truvestments Capital LLC | 15,555 | $6.69M | 1.79% | +6,459+71.0% | Added |
| Sweeney & Michel, LLC | 15,990 | $6.69M | 2.64% | +29+0.2% | Added |
| Sweet Financial Partners, LLC | 15,536 | $6.69M | 1.45% | −202−1.3% | Reduced |