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 |
|---|---|---|---|---|---|
| Braun Stacey Associates Inc | 335,156 | $144.2M | 5.47% | −9,341−2.7% | Reduced |
| Focused Investors LLC | 334,350 | $143.9M | 4.37% | −89,300−21.1% | Reduced |
| GTS Securities LLC | 333,281 | $143.4M | 2.88% | +262,531+371.1% | Added |
| Prime Capital Investment Advisors, LLC | 332,251 | $143.0M | 2.04% | +908+0.3% | Added |
| Kodai Capital Management LP | 331,487 | $142.6M | 2.96% | +107,640+48.1% | Added |
| Zevenbergen Capital Investments LLC | 331,371 | $142.6M | 2.99% | +423+0.1% | Added |
| Gladstone Capital Management LLP | 331,345 | $142.6M | 12.00% | +16,195+5.1% | Added |
| Greenleaf Trust | 330,573 | $142.2M | 1.27% | +6,315+1.9% | Added |
| Chilton Capital Management LLC | 329,865 | $141.9M | 5.91% | +17,859+5.7% | Added |
| Bristlecone Advisors, LLC | 327,733 | $141.0M | 11.32% | +2,101+0.6% | Added |
| Evergreen Quality Fund GP, Ltd. | 327,451 | $140.9M | 7.14% | +141,351+76.0% | Added |
| Cowen and Company, LLC | 327,257 | $140.8M | 4.86% | +280,640+602.0% | Added |
| J. L. Bainbridge & Co., Inc. | 327,170 | $140.8M | 13.64% | −3,698−1.1% | Reduced |
| Elite Wealth Management, Inc. | 325,486 | $140.1M | 32.21% | +6,260+2.0% | Added |
| Pensioenfonds Rail & Ov | 325,047 | $139.9M | 9.71% | +190,000+140.7% | Added |
| Sit Investment Associates Inc | 324,720 | $139.7M | 3.12% | +8,212+2.6% | Added |
| RMB Capital Management, LLC | 323,613 | $139.3M | 3.16% | +12,858+4.1% | Added |
| HB Wealth Management, LLC | 322,292 | $138.7M | 1.49% | +13,348+4.3% | Added |
| Congress Wealth Management LLC | 320,114 | $137.7M | 1.84% | +78,303+32.4% | Added |
| Cohen Klingenstein LLC | 319,500 | $137.5M | 4.79% | −8,000−2.4% | Reduced |
| GW&K Investment Management, LLC | 319,386 | $137.4M | 1.18% | −43,750−12.0% | Reduced |
| Confluence Investment Management LLC | 319,220 | $137.4M | 1.84% | −3,094−1.0% | Reduced |
| Old National Bancorp | 318,673 | $137.1M | 3.17% | +743+0.2% | Added |
| Stephens Inc | 317,561 | $136.6M | 1.94% | +2,287+0.7% | Added |
| Shell Asset Management Co | 316,300 | $136.1M | 5.99% | +316,300 | New |
| KCM Investment Advisors LLC | 315,583 | $135.8M | 4.60% | −1,434−0.5% | Reduced |
| Vinva Investment Management Ltd | 316,860 | $135.6M | 5.88% | +35,828+12.7% | Added |
| Hancock Whitney Corp | 314,839 | $135.5M | 4.37% | +11,215+3.7% | Added |
| RSM US Wealth Management LLC | 321,891 | $135.4M | 1.99% | +31,825+11.0% | Added |
| Allianz SE | 310,956 | $133.8M | 3.62% | −15,796−4.8% | Reduced |
| Palestra Capital Management LLC | 310,111 | $133.4M | 4.40% | +58,543+23.3% | Added |
| Benjamin Edwards Inc | 309,237 | $133.2M | 1.94% | +266,766+628.1% | Added |
| Clarius Group, LLC | 310,024 | $133.1M | 9.34% | −2,193−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 307,183 | $132.2M | 4.69% | −2,752−0.9% | Reduced |
| Clearstead Advisors, LLC | 306,815 | $132.0M | 2.05% | +4,524+1.5% | Added |
| Howland Capital Management LLC | 306,591 | $131.9M | 5.72% | −6,890−2.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 306,373 | $131.8M | 6.00% | −82,761−21.3% | Reduced |
| Miracle Mile Advisors, LLC | 306,024 | $131.7M | 3.05% | +3,802+1.3% | Added |
| Vaughan David Investments LLC | 306,002 | $131.7M | 3.03% | −2,566−0.8% | Reduced |
| Bowie Capital Management, LLC | 305,715 | $131.5M | 7.41% | +49,775+19.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 305,656 | $131.5M | 2.13% | −55,721−15.4% | Reduced |
| Allworth Financial LP | 304,469 | $131.0M | 0.80% | +4,018+1.3% | Added |
| Capula Management Ltd | 303,694 | $130.7M | 1.64% | −22,418−6.9% | Reduced |
| Heritage Investors Management Corp | 302,361 | $130.1M | 4.33% | −877−0.3% | Reduced |
| Capital International Ltd | 302,338 | $130.1M | 5.61% | −2,164−0.7% | Reduced |
| Quadrature Capital Ltd | 302,281 | $130.1M | 2.95% | +302,281 | New |
| Independent Advisor Alliance | 300,439 | $129.3M | 4.71% | −19,279−6.0% | Reduced |
| Consulta Ltd | 300,000 | $129.1M | 7.97% | +40,500+15.6% | Added |
| Daymark Wealth Partners, LLC | 392,386 | $128.1M | 5.42% | +342+0.1% | Added |
| McDaniel Terry & Co | 297,542 | $128.0M | 10.72% | +530.0% | Added |
| Choate Investment Advisors | 297,210 | $127.9M | 3.26% | +953+0.3% | Added |
| Formuepleje A/S | 297,008 | $127.8M | 6.54% | +11,331+4.0% | Added |
| SG Americas Securities, LLC | 296,660 | $127.7M | 0.49% | +21,162+7.7% | Added |
| Mesirow Financial Investment Management, Inc. | 295,376 | $127.1M | 2.46% | +1,081+0.4% | Added |
| Wesbanco Bank Inc | 295,274 | $127.1M | 4.31% | +10,611+3.7% | Added |
| Fortis Capital Management LLC | 294,831 | $126.9M | 25.55% | −482−0.2% | Reduced |
| Fort Pitt Capital Group, LLC | 294,069 | $126.5M | 3.56% | −2,580−0.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 293,239 | $126.2M | 7.73% | +205+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 292,671 | $125.9M | 3.95% | −10,895−3.6% | Reduced |
| Mondrian Investment Partners LTD | 292,399 | $125.8M | 1.90% | +1,483+0.5% | Added |
| Chartwell Investment Partners, LLC | 292,213 | $125.7M | 4.31% | −4,731−1.6% | Reduced |
| Bollard Group LLC | 291,444 | $125.4M | 3.34% | −635−0.2% | Reduced |
| Avenir Corp | 290,438 | $125.0M | 12.60% | −33,942−10.5% | Reduced |
| Highland Capital Management, LLC | 289,987 | $124.8M | 7.11% | +3,669+1.3% | Added |
| Profund Advisors LLC | 285,173 | $122.7M | 4.64% | −47,049−14.2% | Reduced |
| Advisors Asset Management, Inc. | 283,057 | $121.8M | 2.24% | −518−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 278,341 | $119.8M | 3.53% | +8,099+3.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 278,392 | $119.7M | 6.43% | +87,377+45.7% | Added |
| Birch Hill Investment Advisors LLC | 278,080 | $119.7M | 5.62% | −646−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 277,616 | $119.5M | 7.20% | −17,550−5.9% | Reduced |
| Donaldson Capital Management, LLC | 274,500 | $118.1M | 4.54% | +3,307+1.2% | Added |
| Chicago Capital, LLC | 274,266 | $118.0M | 3.28% | +4,881+1.8% | Added |
| Kestra Private Wealth Services, LLC | 274,059 | $118.0M | 2.16% | −38,958−12.4% | Reduced |
| Ami Asset Management Corp | 273,782 | $117.8M | 6.38% | −6,000−2.1% | Reduced |
| Argent Trust Co | 273,526 | $117.7M | 4.87% | −3,940−1.4% | Reduced |
| Hantz Financial Services, Inc. | 273,241 | $117.6M | 2.09% | −22,913−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 273,072 | $117.5M | 3.65% | +3,454+1.3% | Added |
| Savant Capital, LLC | 272,759 | $117.4M | 0.97% | +45,801+20.2% | Added |
| Guyasuta Investment Advisors Inc | 272,723 | $117.4M | 7.24% | −3,082−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 271,176 | $116.6M | 6.93% | +55,987+26.0% | Added |
| Dakota Wealth Management | 270,802 | $116.5M | 2.64% | +1,293+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 270,677 | $116.5M | 4.44% | +1310.0% | Added |
| Park National Corp | 269,740 | $116.1M | 4.06% | −14,053−5.0% | Reduced |
| Empire Life Investments Inc. | 269,681 | $116.0M | 7.08% | −1,329−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 268,484 | $115.5M | 1.32% | +8,302+3.2% | Added |
| Baker Avenue Asset Management, LP | 265,059 | $114.1M | 3.62% | +18,017+7.3% | Added |
| Locust Wood Capital Advisers, LLC | 264,224 | $113.7M | 3.98% | +29,301+12.5% | Added |
| Nwam LLC | 263,742 | $113.5M | 6.92% | +263,742 | New |
| NorthCrest Asset Manangement, LLC | 263,599 | $113.4M | 3.43% | +10,005+3.9% | Added |
| Oak Ridge Investments LLC | 263,534 | $113.4M | 9.89% | +18,544+7.6% | Added |
| Advisory Services Network, LLC | 253,363 | $113.2M | 2.34% | 00.0% | Unchanged |
| Empirical Finance, LLC | 262,432 | $112.9M | 6.58% | +5,792+2.3% | Added |
| Banque Cantonale Vaudoise | 261,452 | $112.5M | 4.63% | −14,726−5.3% | Reduced |
| Dana Investment Advisors, Inc. | 261,378 | $112.5M | 3.72% | +22,899+9.6% | Added |
| Gilder Gagnon Howe & Co LLC | 261,249 | $112.4M | 1.34% | +6,604+2.6% | Added |
| Northeast Investment Management | 260,329 | $112.0M | 5.02% | +212+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 259,977 | $111.9M | 7.30% | 00.0% | Unchanged |
| Davis Selected Advisers | 258,140 | $111.1M | 0.62% | +180.0% | Added |
| Alpha Cubed Investments, LLC | 257,996 | $111.0M | 4.94% | +11,716+4.8% | Added |
| Integrated Wealth Concepts LLC | 256,084 | $110.2M | 1.34% | +2,901+1.1% | Added |