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 |
|---|---|---|---|---|---|
| Vestor Capital, LLC | 255,890 | $110.1M | 8.66% | +27,927+12.3% | Added |
| Maple Capital Management, Inc. | 254,719 | $109.6M | 8.36% | +2,466+1.0% | Added |
| F/M Investments LLC | 254,404 | $109.4M | 3.74% | −7,718−2.9% | Reduced |
| Sather Financial Group Inc | 253,276 | $109.0M | 7.01% | −2,647−1.0% | Reduced |
| Caledonia Investments PLC | 253,317 | $109.0M | 11.95% | 00.0% | Unchanged |
| Martin Currie Ltd | 259,852 | $108.9M | 3.87% | −22,337−7.9% | Reduced |
| Triple Frond Partners LLC | 252,144 | $108.5M | 14.04% | +23,490+10.3% | Added |
| International Assets Investment Management, LLC | 38,501,645 | $108.4M | 0.50% | +38,422,466+48,526.1% | Added |
| Systematic Alpha Investments, LLC | 251,402 | $108.2M | 3.95% | 00.0% | Unchanged |
| Parthenon LLC | 250,994 | $108.0M | 12.90% | −365−0.1% | Reduced |
| Marathon Asset Mgmt Ltd | 250,306 | $107.7M | 2.98% | −82,696−24.8% | Reduced |
| Cypress Funds LLC | 249,049 | $107.2M | 13.93% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 248,400 | $106.8M | 8.47% | +6,000+2.5% | Added |
| Roffman Miller Associates Inc | 246,735 | $106.2M | 6.48% | +1,482+0.6% | Added |
| Central Trust Co | 245,968 | $105.8M | 2.48% | −4,772−1.9% | Reduced |
| Klingenstein Fields & Co LP | 243,889 | $104.9M | 4.17% | +448+0.2% | Added |
| Stack Financial Management, Inc | 243,436 | $104.8M | 9.40% | −1010.0% | Reduced |
| Antipodes Partners Ltd | 243,075 | $104.6M | 3.63% | −40,926−14.4% | Reduced |
| Alphadyne Asset Management LP | 243,000 | $104.6M | 62.56% | +70,000+40.5% | Added |
| E Fund Management Co., Ltd. | 242,569 | $104.4M | 5.36% | +28,290+13.2% | Added |
| Bowen Hanes & Co Inc | 241,041 | $103.7M | 2.72% | −2,067−0.9% | Reduced |
| GuoLine Advisory Pte Ltd | 240,900 | $103.7M | 10.56% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 240,756 | $103.6M | 4.74% | −6,264−2.5% | Reduced |
| Ancora Advisors, LLC | 240,650 | $103.6M | 2.36% | +3,139+1.3% | Added |
| Grandfield & Dodd, LLC | 240,557 | $103.5M | 6.13% | −3,829−1.6% | Reduced |
| Apollon Wealth Management, LLC | 239,184 | $102.9M | 2.91% | +8,319+3.6% | Added |
| Westpac Banking Corp | 238,987 | $102.8M | 6.89% | +58,803+32.6% | Added |
| Avalon Trust Co | 238,877 | $102.8M | 7.60% | −2,264−0.9% | Reduced |
| Chesley Taft & Associates LLC | 238,855 | $102.8M | 4.90% | −2,095−0.9% | Reduced |
| National Asset Management, Inc. | 240,100 | $102.3M | 2.84% | −36,969−13.3% | Reduced |
| Cullen Capital Management LLC | 237,500 | $102.2M | 1.11% | −24,638−9.4% | Reduced |
| Mar Vista Investment Partners LLC | 236,645 | $101.8M | 6.49% | −77,092−24.6% | Reduced |
| Ycg, LLC | 235,918 | $101.5M | 7.84% | −400.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 235,581 | $101.4M | 2.36% | −944−0.4% | Reduced |
| First National Trust Co | 235,419 | $101.3M | 3.91% | −3,397−1.4% | Reduced |
| Sienna Gestion | 235,785 | $101.2M | 6.74% | +50,014+26.9% | Added |
| Gotham Asset Management, LLC | 234,466 | $100.9M | 1.05% | +21,074+9.9% | Added |
| Investment House LLC | 233,627 | $100.5M | 5.42% | −7,793−3.2% | Reduced |
| Sander Capital Advisors Inc | 232,698 | $100.1M | 46.38% | +192+0.1% | Added |
| Franklin Street Advisors Inc | 232,665 | $100.1M | 6.76% | +856+0.4% | Added |
| Tower Research Capital LLC (TRC) | 232,472 | $100.0M | 2.65% | −474,172−67.1% | Reduced |
| Evergreen Capital Management LLC | 231,132 | $99.5M | 3.34% | −14,238−5.8% | Reduced |
| CAPROCK Group, Inc. | 229,860 | $98.9M | 3.60% | +4,911+2.2% | Added |
| RE Advisers Corp | 227,987 | $98.1M | 2.33% | −1000.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 227,842 | $98.0M | 4.12% | −473,464−67.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 226,767 | $97.6M | 4.47% | −941−0.4% | Reduced |
| Norris Perne & French LLP | 225,912 | $97.2M | 6.67% | −3,934−1.7% | Reduced |
| Private Wealth Partners, LLC | 225,740 | $97.1M | 7.74% | −38,496−14.6% | Reduced |
| Motley Fool Asset Management LLC | 227,715 | $95.8M | 5.66% | +42,045+22.6% | Added |
| Wealthspire Advisors, LLC | 222,485 | $95.7M | 0.97% | +61,624+38.3% | Added |
| Oriental Harbor Investment Fund | 225,956 | $95.7M | 9.88% | +225,956 | New |
| Vestcor Inc | 221,830 | $95.5M | 3.01% | +7,188+3.3% | Added |
| Rockland Trust Co | 221,701 | $95.4M | 4.69% | −17,860−7.5% | Reduced |
| Moors & Cabot, Inc. | 220,851 | $95.0M | 4.72% | +749+0.3% | Added |
| Calamos Wealth Management LLC | 220,425 | $94.8M | 4.88% | +15,371+7.5% | Added |
| Edgemoor Investment Advisors, Inc. | 220,253 | $94.8M | 8.24% | −6,876−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 220,073 | $94.7M | 6.57% | −19,649−8.2% | Reduced |
| Bleakley Financial Group, LLC | 218,751 | $94.1M | 2.87% | −1,661−0.8% | Reduced |
| Howard Capital Management Inc. | 218,498 | $94.0M | 1.54% | +205,394+1,567.4% | Added |
| Ariel Investments, LLC | 217,988 | $93.8M | 0.96% | −47,450−17.9% | Reduced |
| Waters Parkerson & Co., LLC | 217,760 | $93.7M | 4.75% | −1,609−0.7% | Reduced |
| Mill Capital Management, LLC | 217,229 | $93.5M | 7.31% | −441−0.2% | Reduced |
| First Citizens Bank & Trust Co | 217,081 | $93.4M | 2.05% | −5,093−2.3% | Reduced |
| Oakmont Corp | 227,607 | $93.4M | 17.96% | +17,194+8.2% | Added |
| Veriti Management LLC | 216,816 | $93.3M | 5.00% | +8,827+4.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 216,676 | $93.2M | 4.99% | −4,763−2.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 216,521 | $93.2M | 1.72% | +796+0.4% | Added |
| Ameritas Investment Partners, Inc. | 216,413 | $93.1M | 3.03% | +2,073+1.0% | Added |
| NBT Bank N A | 216,278 | $93.1M | 6.27% | −4,128−1.9% | Reduced |
| Azimuth Capital Investment Management LLC | 216,220 | $93.0M | 3.61% | +1,557+0.7% | Added |
| Community Trust & Investment Co | 216,184 | $93.0M | 5.90% | +10,759+5.2% | Added |
| Wedbush Securities Inc | 215,918 | $92.9M | 3.45% | −14,393−6.2% | Reduced |
| Ingalls & Snyder LLC | 215,876 | $92.9M | 3.64% | −3,499−1.6% | Reduced |
| Washington Trust Co | 215,587 | $92.8M | 3.25% | +940.0% | Added |
| Diversified Trust Co | 215,466 | $92.7M | 2.34% | +30,553+16.5% | Added |
| Smith, Salley & Associates | 215,116 | $92.6M | 6.05% | +6,012+2.9% | Added |
| Dearborn Partners LLC | 215,073 | $92.5M | 3.76% | −2,223−1.0% | Reduced |
| Davidson Investment Advisors | 215,039 | $92.5M | 4.47% | +7,760+3.7% | Added |
| Osterweis Capital Management Inc | 214,810 | $92.4M | 4.68% | −36,217−14.4% | Reduced |
| Nwi Management LP | 213,400 | $91.8M | 10.95% | −151,600−41.5% | Reduced |
| Trust Co of Vermont | 213,326 | $91.8M | 4.60% | +4,650+2.2% | Added |
| Kanawha Capital Management LLC | 211,622 | $91.1M | 6.62% | −4,514−2.1% | Reduced |
| Vident Advisory, LLC | 211,086 | $90.8M | 2.29% | +25,494+13.7% | Added |
| Kingsview Wealth Management, LLC | 210,505 | $90.6M | 1.90% | +1,871+0.9% | Added |
| Cookson Peirce & Co Inc | 210,275 | $90.5M | 4.24% | −1,343−0.6% | Reduced |
| Snowden Capital Advisors LLC | 210,122 | $90.4M | 2.69% | −10,530−4.8% | Reduced |
| Sandy Spring Bank | 209,856 | $90.3M | 3.72% | +1,116+0.5% | Added |
| Ninety One North America, Inc. | 209,603 | $90.2M | 6.13% | −162,473−43.7% | Reduced |
| Venture Visionary Partners LLC | 209,388 | $90.1M | 3.93% | −3,262−1.5% | Reduced |
| Berkshire Asset Management LLC | 201,554 | $90.1M | 4.58% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 211,914 | $90.0M | 2.63% | +7,501+3.7% | Added |
| Prospera Financial Services Inc | 206,981 | $89.1M | 2.28% | +24,040+13.1% | Added |
| Talbot Financial, LLC | 206,640 | $88.9M | 10.82% | +3,137+1.5% | Added |
| Delta Global Management LP | 205,794 | $88.6M | 5.95% | −41,797−16.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 204,772 | $88.1M | 4.97% | −3,113−1.5% | Reduced |
| Aureus Asset Management, LLC | 204,303 | $87.9M | 5.75% | −1,433−0.7% | Reduced |
| Steadfast Capital Management LP | 203,000 | $87.4M | 2.03% | −184,500−47.6% | Reduced |
| Trajan Wealth LLC | 202,902 | $87.3M | 5.15% | +6,425+3.3% | Added |
| Campbell Newman Asset Management Inc | 202,641 | $87.2M | 6.56% | −1,093−0.5% | Reduced |
| Signaturefd, LLC | 202,604 | $87.2M | 1.66% | −1,723−0.8% | Reduced |