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; 6,248 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
- 5,301
- +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
- 2,487 more added
- Sold out
- 93
- 2,244 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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 769,594 | $331.2M | 3.06% | +66,914+9.5% | Added |
| Sterling Capital Management LLC | 766,846 | $330.0M | 4.27% | +766,846 | New |
| Bradley Foster & Sargent Inc | 763,290 | $328.4M | 5.49% | +1,568+0.2% | Added |
| Stockbridge Partners LLC | 759,278 | $326.7M | 6.56% | −236,414−23.7% | Reduced |
| Border to Coast Pensions Partnership Ltd | 760,011 | $326.1M | 6.65% | +32,422+4.5% | Added |
| Artemis Investment Management LLP | 756,514 | $325.5M | 4.97% | −234,582−23.7% | Reduced |
| Ieq Capital, LLC | 754,411 | $324.6M | 3.98% | +33,576+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 773,773 | $324.3M | 2.89% | +30,285+4.1% | Added |
| SRB Corp | 748,727 | $322.2M | 18.06% | 00.0% | Unchanged |
| Burgundy Asset Management Ltd. | 743,456 | $319.9M | 3.17% | −47,920−6.1% | Reduced |
| Laird Norton Trust Company, LLC | 742,970 | $319.7M | 41.87% | −500−0.1% | Reduced |
| Carmignac Gestion | 742,428 | $319.4M | 5.33% | −454,620−38.0% | Reduced |
| Johnson Investment Counsel Inc | 739,870 | $318.4M | 3.13% | −6,553−0.9% | Reduced |
| Alyeska Investment Group, L.P. | 734,107 | $315.9M | 1.61% | +734,107 | New |
| Intermede Investment Partners Ltd | 732,952 | $315.4M | 6.58% | −13,886−1.9% | Reduced |
| Beck Mack & Oliver LLC | 731,522 | $314.8M | 6.12% | −15,674−2.1% | Reduced |
| Tiaa Trust, National Association | 724,323 | $311.7M | 0.93% | −9,961−1.4% | Reduced |
| Abn Amro Investment Solutions | 719,271 | $309.5M | 5.40% | −2880.0% | Reduced |
| D.A. Davidson & Co. | 719,256 | $309.5M | 2.56% | +936+0.1% | Added |
| Marsico Capital Management LLC | 717,795 | $308.9M | 8.63% | +19,559+2.8% | Added |
| Pacer Advisors, Inc. | 715,329 | $307.8M | 0.66% | −10,516−1.4% | Reduced |
| Samlyn Capital, LLC | 713,910 | $307.2M | 4.96% | +197,769+38.3% | Added |
| Kovitz Investment Group Partners, LLC | 827,981 | $304.4M | 2.16% | +226,342+37.6% | Added |
| Silvercrest Asset Management Group LLC | 707,251 | $304.3M | 2.07% | −56,601−7.4% | Reduced |
| Oppenheimer & Co Inc | 706,809 | $304.1M | 4.64% | −11,317−1.6% | Reduced |
| Financial Counselors Inc | 703,324 | $302.6M | 4.48% | +17,810+2.6% | Added |
| SpiderRock Advisors, LLC | 699,923 | $301.2M | 6.46% | +85,691+14.0% | Added |
| Perpetual Ltd | 695,535 | $299.3M | 3.24% | +73,723+11.9% | Added |
| EP Wealth Advisors, LLC | 694,975 | $299.0M | 2.57% | +32,439+4.9% | Added |
| Aristotle Atlantic Partners, LLC | 694,528 | $298.9M | 9.29% | +12,288+1.8% | Added |
| Liontrust Investment Partners LLP | 666,372 | $297.8M | 4.23% | 00.0% | Unchanged |
| CCLA Investment Management Ltd | 657,163 | $296.9M | 4.57% | 00.0% | Unchanged |
| Eastern Bank | 684,429 | $294.5M | 5.28% | +383,542+127.5% | Added |
| Armstrong Henry H Associates Inc | 678,786 | $292.1M | 27.97% | −24,315−3.5% | Reduced |
| AE Wealth Management LLC | 678,418 | $291.9M | 2.65% | +60,334+9.8% | Added |
| J. Safra Sarasin Holding AG | 677,762 | $291.6M | 5.06% | −19,576−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 674,433 | $290.2M | 3.49% | −12,337−1.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 673,500 | $289.8M | 20.09% | −100,000−12.9% | Reduced |
| Elo Mutual Pension Insurance Co | 671,040 | $288.7M | 6.19% | +26,736+4.1% | Added |
| Fiduciary Trust Co | 669,540 | $288.1M | 4.02% | +2,325+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 666,526 | $286.8M | 1.39% | −617,662−48.1% | Reduced |
| Prudential PLC | 666,076 | $286.6M | 1.45% | +44,722+7.2% | Added |
| Banco Santander, S.A. | 662,121 | $284.9M | 3.36% | −12,296−1.8% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 662,000 | $284.9M | 2.52% | +87,434+15.2% | Added |
| First Eagle Investment Management, LLC | 657,467 | $282.9M | 0.58% | −1,737−0.3% | Reduced |
| Metropolis Capital Ltd | 657,098 | $282.7M | 9.78% | +422,573+180.2% | Added |
| Joho Capital LLC | 651,700 | $280.4M | 44.29% | 00.0% | Unchanged |
| Verition Fund Management LLC | 648,831 | $279.2M | 1.89% | −1,651,173−71.8% | Reduced |
| Brighton Jones LLC | 647,548 | $278.6M | 10.48% | −264,687−29.0% | Reduced |
| NewEdge Wealth, LLC | 643,723 | $277.0M | 5.00% | +53,057+9.0% | Added |
| Cincinnati Financial Corp | 642,250 | $276.4M | 5.96% | −273,000−29.8% | Reduced |
| Wealthfront Advisers LLC | 640,324 | $275.5M | 0.85% | −8,563−1.3% | Reduced |
| Louisiana State Employees Retirement System | 638,000 | $274.5M | 5.05% | −11,100−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 636,492 | $273.9M | 5.13% | −1,951−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 635,153 | $273.3M | 6.35% | +2,436+0.4% | Added |
| LGT Capital Partners Ltd. | 626,828 | $269.7M | 9.38% | −74,008−10.6% | Reduced |
| Toroso Investments, LLC | 626,659 | $269.7M | 2.98% | +164,172+35.5% | Added |
| Phoenix Holdings Ltd. | 626,119 | $269.5M | 3.98% | −5,062−0.8% | Reduced |
| Sapient Capital LLC | 626,225 | $269.5M | 5.41% | +1,183+0.2% | Added |
| Sequoia Financial Advisors, LLC | 624,875 | $268.9M | 2.89% | +59,233+10.5% | Added |
| Trillium Asset Management, LLC | 620,974 | $267.2M | 6.56% | −16,121−2.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 620,048 | $266.8M | 5.09% | −5,353−0.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 612,455 | $263.5M | 5.14% | +12,451+2.1% | Added |
| Two Sigma Investments, LP | 610,659 | $262.8M | 0.59% | +16,015+2.7% | Added |
| Whittier Trust Co of Nevada Inc | 603,146 | $259.5M | 6.70% | +7,229+1.2% | Added |
| Congress Asset Management Co | 598,682 | $257.6M | 1.76% | +1,429+0.2% | Added |
| Kornitzer Capital Management Inc | 595,309 | $256.2M | 4.73% | −8,115−1.3% | Reduced |
| United Capital Financial Advisers, LLC | 594,910 | $256.0M | 2.11% | −14,080−2.3% | Reduced |
| Skye Global Management LP | 594,000 | $255.6M | 6.17% | −60,000−9.2% | Reduced |
| Private Advisor Group, LLC | 591,503 | $254.5M | 1.58% | −9,073−1.5% | Reduced |
| Jones Financial Companies LLLP | 591,778 | $253.7M | 0.26% | +210,664+55.3% | Added |
| Crake Asset Management LLP | 589,473 | $253.7M | 31.14% | +160,400+37.4% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 588,702 | $253.3M | 10.12% | −10,225−1.7% | Reduced |
| Foxhaven Asset Management, LP | 588,000 | $253.0M | 7.08% | −31,560−5.1% | Reduced |
| Advisors Capital Management, LLC | 584,609 | $251.6M | 4.09% | +12,506+2.2% | Added |
| Riverbridge Partners LLC | 581,398 | $250.2M | 3.34% | −9,086−1.5% | Reduced |
| Bamco Inc | 577,172 | $248.4M | 0.66% | −43,757−7.0% | Reduced |
| Milestone Resources Group Ltd | 568,973 | $244.8M | 8.52% | 00.0% | Unchanged |
| Hyperion Asset Management Ltd | 567,291 | $244.1M | 9.36% | −33,355−5.6% | Reduced |
| Beacon Pointe Advisors, LLC | 566,463 | $243.7M | 2.81% | −24,360−4.1% | Reduced |
| Clark Capital Management Group, Inc. | 566,024 | $243.6M | 1.67% | −78,912−12.2% | Reduced |
| Pinnacle Financial Partners Inc | 564,376 | $242.9M | 4.88% | −2,874−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 557,853 | $240.0M | 6.17% | −44,291−7.4% | Reduced |
| Great Lakes Advisors, LLC | 555,291 | $238.9M | 2.00% | +7,102+1.3% | Added |
| Silvant Capital Management LLC | 551,277 | $237.2M | 10.40% | −11,146−2.0% | Reduced |
| Umb Bank N A | 549,513 | $236.5M | 3.68% | −23,806−4.2% | Reduced |
| Crestwood Advisors Group LLC | 548,630 | $236.1M | 4.51% | −81,887−13.0% | Reduced |
| Investment Management Corp of Ontario | 544,893 | $234.5M | 5.24% | +99,152+22.2% | Added |
| Tocqueville Asset Management L.P. | 540,696 | $232.7M | 3.66% | −7,767−1.4% | Reduced |
| Flputnam Investment Management Co | 533,877 | $232.4M | 4.22% | −7,126−1.3% | Reduced |
| Agf Management Ltd | 537,853 | $231.4M | 1.17% | −12,343−2.2% | Reduced |
| Cryder Capital Partners LLP | 536,617 | $230.9M | 13.30% | 00.0% | Unchanged |
| Gabelli Funds LLC | 532,385 | $229.1M | 1.65% | −37,870−6.6% | Reduced |
| NS Partners Ltd | 531,345 | $228.6M | 9.64% | +8,691+1.7% | Added |
| South Dakota Investment Council | 525,669 | $226.2M | 4.42% | −900−0.2% | Reduced |
| Guinness Asset Management LTD | 522,876 | $224.9M | 4.26% | +1,464+0.3% | Added |
| Kentucky Retirement Systems | 517,826 | $222.8M | 6.57% | −42,245−7.5% | Reduced |
| Capital Counsel LLC | 515,472 | $221.8M | 9.54% | −1,019−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 515,353 | $221.8M | 0.72% | +4,546+0.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 514,980 | $221.6M | 1.99% | +7,500+1.5% | Added |