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 |
|---|---|---|---|---|---|
| W Advisors, LLC | 15,533 | $6.68M | 4.12% | +342+2.3% | Added |
| Aviso Wealth Management | 15,528 | $6.68M | 3.62% | −13−0.1% | Reduced |
| Viawealth, LLC | 15,520 | $6.68M | 3.89% | +608+4.1% | Added |
| Colton Groome Financial Advisors, LLC | 15,517 | $6.68M | 2.50% | +760+5.2% | Added |
| Stiles Financial Services Inc | 15,501 | $6.67M | 2.35% | +370+2.4% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,500 | $6.67M | 3.44% | −5,000−24.4% | Reduced |
| Prairie Sky Financial Group LLC | 15,498 | $6.67M | 3.79% | −303−1.9% | Reduced |
| Coastal Investment Advisors, Inc. | 15,901 | $6.66M | 3.07% | −21,328−57.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 15,488 | $6.66M | 1.93% | −414−2.6% | Reduced |
| Altus Wealth Group LLC | 15,458 | $6.65M | 2.84% | +3,679+31.2% | Added |
| UMA Financial Services, Inc. | 15,880 | $6.65M | 1.20% | +109+0.7% | Added |
| Citadel Investment Advisory, Inc. | 15,444 | $6.65M | 3.49% | +500+3.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,440 | $6.64M | 1.66% | −169−1.1% | Reduced |
| Am Investment Strategies LLC | 15,417 | $6.63M | 1.61% | −91−0.6% | Reduced |
| ICW Investment Advisors LLC | 15,412 | $6.63M | 2.76% | −44−0.3% | Reduced |
| Beech Hill Advisors, Inc. | 15,409 | $6.63M | 2.51% | +433+2.9% | Added |
| Legacy CG, LLC | 15,407 | $6.63M | 2.17% | +56+0.4% | Added |
| St. Johns Investment Management Company, LLC | 15,363 | $6.61M | 3.11% | −1,824−10.6% | Reduced |
| Saxon Interests, Inc. | 15,352 | $6.61M | 3.01% | +985+6.9% | Added |
| Weaver Consulting Group | 15,333 | $6.60M | 2.10% | +227+1.5% | Added |
| Regency Capital Management Inc. | 15,328 | $6.60M | 3.62% | +46+0.3% | Added |
| Cloverfields Capital Group, LP | 15,287 | $6.58M | 2.13% | −1,259−7.6% | Reduced |
| C2C Wealth Management, LLC | 16,187 | $6.58M | 6.13% | −50−0.3% | Reduced |
| Quantum Financial Advisors, LLC | 15,286 | $6.58M | 1.03% | +1,731+12.8% | Added |
| Legal Advantage Investments, Inc. | 15,265 | $6.57M | 3.61% | −101−0.7% | Reduced |
| Trust Co of the South | 15,264 | $6.57M | 1.39% | +963+6.7% | Added |
| First Heartland Consultants, Inc. | 15,257 | $6.57M | 0.71% | −84−0.5% | Reduced |
| Consilium Wealth Advisory, LLC | 15,251 | $6.56M | 3.58% | +422+2.8% | Added |
| Global Trust Asset Management, LLC | 15,245 | $6.56M | 2.43% | +1,183+8.4% | Added |
| Dorchester Wealth Management Co | 15,241 | $6.56M | 1.20% | −6,185−28.9% | Reduced |
| Worth Financial Advisory Group, LLC | 15,209 | $6.54M | 3.85% | +1,056+7.5% | Added |
| Red Lighthouse Investment Management, LLC | 15,202 | $6.54M | 2.56% | −70.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 15,202 | $6.54M | 0.93% | −923−5.7% | Reduced |
| Pineridge Advisors LLC | 15,192 | $6.54M | 2.47% | −357−2.3% | Reduced |
| Home Federal Bank of Tennessee | 15,191 | $6.54M | 1.87% | +76+0.5% | Added |
| Dohj, LLC | 15,668 | $6.54M | 1.52% | −1,041−6.2% | Reduced |
| Hixon Zuercher, LLC | 15,187 | $6.54M | 2.56% | −1,770−10.4% | Reduced |
| TFB Advisors LLC | 15,180 | $6.53M | 1.94% | +81+0.5% | Added |
| SC&H Financial Advisors, Inc. | 15,164 | $6.53M | 1.43% | +398+2.7% | Added |
| Altman Advisors, Inc. | 15,151 | $6.52M | 2.90% | +51+0.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 15,141 | $6.52M | 4.88% | −2,845−15.8% | Reduced |
| Global Endowment Management, LP | 15,138 | $6.51M | 0.66% | +927+6.5% | Added |
| Game Plan Financial Advisors, LLC | 15,138 | $6.51M | 3.15% | +982+6.9% | Added |
| LBMC Investment Advisors, LLC | 15,131 | $6.51M | 0.51% | +20+0.1% | Added |
| Foster Group, Inc. | 15,124 | $6.51M | 0.24% | −7,491−33.1% | Reduced |
| Investors Asset Management of Georgia Inc | 15,119 | $6.51M | 3.07% | −25−0.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 15,118 | $6.50M | 4.39% | −180−1.2% | Reduced |
| Delap Wealth Advisory, LLC | 15,115 | $6.50M | 4.11% | −1,239−7.6% | Reduced |
| Concorde Financial Corp | 15,113 | $6.50M | 3.83% | −120−0.8% | Reduced |
| Hillsdale Investment Management Inc. | 15,108 | $6.50M | 0.50% | +4,053+36.7% | Added |
| Evergreen Private Wealth LLC | 15,094 | $6.50M | 3.01% | +217+1.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 15,088 | $6.49M | 4.19% | +610+4.2% | Added |
| Marion Wealth Management | 15,083 | $6.49M | 1.73% | +413+2.8% | Added |
| Second Line Capital, LLC | 15,080 | $6.49M | 1.77% | +894+6.3% | Added |
| TFC Financial Management | 15,074 | $6.49M | 1.03% | +820+5.8% | Added |
| Financial Advisors, LLC | 15,056 | $6.48M | 1.23% | +15+0.1% | Added |
| Capital Performance Advisors LLP | 15,053 | $6.48M | 1.97% | +1,329+9.7% | Added |
| Adams Asset Advisors, LLC | 15,032 | $6.47M | 0.86% | 00.0% | Unchanged |
| Center For Asset Management LLC | 15,029 | $6.47M | 3.86% | +277+1.9% | Added |
| Sunpointe, LLC | 15,028 | $6.47M | 5.32% | +807+5.7% | Added |
| Werlinich Asset Management, LLC | 15,000 | $6.45M | 3.75% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 14,999 | $6.45M | 1.42% | +183+1.2% | Added |
| Granite Group Advisors, LLC | 14,998 | $6.45M | 4.15% | −168−1.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,436 | $6.45M | 3.39% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 14,984 | $6.45M | 1.84% | +636+4.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 14,985 | $6.45M | 0.11% | −426−2.8% | Reduced |
| Crescent Grove Advisors, LLC | 14,980 | $6.45M | 0.66% | −794−5.0% | Reduced |
| Wittenberg Investment Management, Inc. | 14,949 | $6.43M | 2.10% | −240−1.6% | Reduced |
| AllGen Financial Advisors, Inc. | 14,932 | $6.43M | 2.09% | +990+7.1% | Added |
| Bay Rivers Group | 14,920 | $6.42M | 3.19% | +286+2.0% | Added |
| Owen LaRue, LLC | 14,897 | $6.41M | 3.40% | −248−1.6% | Reduced |
| Alpine Bank Wealth Management | 14,882 | $6.40M | 1.02% | +14,882 | New |
| Seven Mile Advisory | 14,823 | $6.38M | 4.22% | +1,229+9.0% | Added |
| Shilanski & Associates, Inc. | 14,814 | $6.37M | 2.08% | −310−2.0% | Reduced |
| Sage Rhino Capital LLC | 14,801 | $6.37M | 1.41% | +48+0.3% | Added |
| Onyx Bridge Wealth Group LLC | 14,774 | $6.36M | 0.96% | +172+1.2% | Added |
| Harvey Investment Co LLC | 14,764 | $6.35M | 0.72% | 00.0% | Unchanged |
| Barr E S & Co | 14,742 | $6.34M | 0.40% | +212+1.5% | Added |
| Gradient Capital Advisors, LLC | 14,731 | $6.34M | 2.10% | −391−2.6% | Reduced |
| NewSquare Capital LLC | 14,705 | $6.33M | 0.50% | +888+6.4% | Added |
| Quadrant Private Wealth Management, LLC | 14,699 | $6.33M | 1.57% | −437−2.9% | Reduced |
| Stanley Capital Management, LLC | 14,695 | $6.32M | 1.23% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14,689 | $6.32M | 0.97% | −40,711−73.5% | Reduced |
| Waddell & Associates, LLC | 14,668 | $6.31M | 0.77% | +257+1.8% | Added |
| BIP Wealth, LLC | 14,638 | $6.30M | 0.43% | +2,132+17.0% | Added |
| Long Run Wealth Advisors, LLC | 14,629 | $6.29M | 1.48% | −26−0.2% | Reduced |
| Integris Wealth Management, LLC | 14,625 | $6.29M | 1.76% | +103+0.7% | Added |
| WP Advisors, LLC | 14,617 | $6.29M | 2.30% | −1,649−10.1% | Reduced |
| Invst, LLC | 14,600 | $6.28M | 0.76% | −778−5.1% | Reduced |
| Alta Fox Capital Management, LLC | 14,600 | $6.28M | 3.21% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 14,586 | $6.28M | 0.60% | +1,484+11.3% | Added |
| Morton Community Bank | 14,579 | $6.27M | 1.64% | −131−0.9% | Reduced |
| Connective Capital Management, LLC | 15,420 | $6.27M | 5.82% | +572+3.9% | Added |
| AA Financial Advisors, LLC | 14,546 | $6.26M | 1.81% | +473+3.4% | Added |
| Certified Advisory Corp | 14,540 | $6.26M | 0.69% | +641+4.6% | Added |
| Traveka Wealth, LLC | 14,514 | $6.25M | 3.17% | +126+0.9% | Added |
| Clearline Capital LP | 14,500 | $6.24M | 0.55% | +14,500 | New |
| Hartford Funds Management Co LLC | 14,465 | $6.22M | 0.58% | +464+3.3% | Added |
| Fiduciary Family Office, LLC | 14,463 | $6.22M | 2.05% | +1,311+10.0% | Added |
| WNY Asset Management, LLC | 14,460 | $6.22M | 0.73% | −1,000−6.5% | Reduced |