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 |
|---|---|---|---|---|---|
| Kinetic Partners Management, LP | 202,305 | $87.1M | 6.04% | +19,200+10.5% | Added |
| ZWJ Investment Counsel Inc | 201,691 | $86.8M | 3.55% | +190+0.1% | Added |
| Park Avenue Securities LLC | 201,465 | $86.7M | 0.97% | −14,554−6.7% | Reduced |
| Tandem Investment Advisors, Inc. | 201,178 | $86.6M | 3.28% | +5,107+2.6% | Added |
| Voloridge Investment Management, LLC | 201,079 | $86.5M | 0.31% | −230,551−53.4% | Reduced |
| LMCG Investments, LLC | 200,927 | $86.5M | 5.20% | −3,640−1.8% | Reduced |
| Welch Group, LLC | 200,855 | $86.4M | 3.76% | −167−0.1% | Reduced |
| Ironvine Capital Partners, LLC | 200,792 | $86.4M | 9.28% | +1,280+0.6% | Added |
| Brookstone Capital Management | 200,709 | $86.4M | 1.27% | +25,884+14.8% | Added |
| FineMark National Bank & Trust | 200,282 | $86.2M | 3.00% | +3,165+1.6% | Added |
| General American Investors Co Inc | 200,000 | $86.1M | 5.98% | −5,000−2.4% | Reduced |
| Paralel Advisors LLC | 200,000 | $86.1M | 3.76% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 199,959 | $86.0M | 3.10% | −4,958−2.4% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 199,112 | $85.7M | 3.90% | +3,605+1.8% | Added |
| First American Bank | 198,665 | $85.5M | 6.14% | −1,252−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 196,502 | $84.6M | 4.26% | −1,856−0.9% | Reduced |
| Gradient Investments LLC | 195,225 | $84.0M | 1.75% | +607+0.3% | Added |
| Capital Investment Advisors, LLC | 195,009 | $83.9M | 1.73% | +7,763+4.1% | Added |
| Valeo Financial Advisors, LLC | 225,554 | $83.9M | 2.40% | −131−0.1% | Reduced |
| South State Corp. | 194,846 | $83.8M | 5.78% | −6,815−3.4% | Reduced |
| Logan Capital Management Inc | 194,681 | $83.8M | 3.45% | −4,083−2.1% | Reduced |
| Howard Capital Management Group, LLC | 194,618 | $83.7M | 5.88% | −239−0.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 194,364 | $83.6M | 5.15% | −534−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 194,218 | $83.6M | 3.08% | +1,955+1.0% | Added |
| united american securities inc. (d/b/a uas asset management) | 193,661 | $83.3M | 20.24% | −607−0.3% | Reduced |
| Meeder Asset Management Inc | 193,527 | $83.3M | 5.56% | −57,130−22.8% | Reduced |
| Equitable Holdings, Inc. | 193,294 | $83.2M | 0.81% | +11,476+6.3% | Added |
| Axxcess Wealth Management, LLC | 192,999 | $83.0M | 2.10% | −7,592−3.8% | Reduced |
| Kinneret Advisory, LLC | 191,829 | $82.5M | 7.57% | −2,514−1.3% | Reduced |
| Cullinan Associates Inc | 196,184 | $81.9M | 4.62% | +5,124+2.7% | Added |
| Brevan Howard Capital Management LP | 190,070 | $81.8M | 3.94% | +190,070 | New |
| Unigestion Holding SA | 189,607 | $81.5M | 3.94% | +40,890+27.5% | Added |
| Fulton Breakefield Broenniman LLC | 189,142 | $81.4M | 5.68% | −328−0.2% | Reduced |
| CWA Asset Management Group, LLC | 189,099 | $81.4M | 4.33% | +189,099 | New |
| Baldwin Brothers Inc | 189,087 | $81.4M | 5.55% | +9,714+5.4% | Added |
| Meritage Portfolio Management | 188,272 | $81.0M | 4.96% | −1,514−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 188,263 | $81.0M | 2.28% | −4,979−2.6% | Reduced |
| Violich Capital Management, Inc. | 187,988 | $80.9M | 10.51% | +2,770+1.5% | Added |
| Reynders McVeigh Capital Management, LLC | 187,673 | $80.8M | 4.28% | +2,157+1.2% | Added |
| Baader Bank INC | 187,823 | $80.7M | 6.80% | −32,969−14.9% | Reduced |
| LVM Capital Management Ltd | 180,001 | $80.5M | 9.15% | 00.0% | Unchanged |
| Henshaw Capital LLC | 186,543 | $80.3M | 3.36% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 186,452 | $80.2M | 4.33% | −3,630−1.9% | Reduced |
| HighPoint Advisor Group LLC | 186,364 | $80.2M | 4.67% | −3,860−2.0% | Reduced |
| GFI Investment Counsel Ltd. | 185,988 | $80.0M | 9.29% | −3,402−1.8% | Reduced |
| Parallel Advisors, LLC | 185,341 | $79.8M | 1.88% | +7,227+4.1% | Added |
| Nichols & Pratt Advisers LLP | 185,867 | $79.7M | 5.15% | −4,460−2.3% | Reduced |
| Taurus Asset Management, LLC | 184,254 | $79.3M | 7.72% | +3,813+2.1% | Added |
| Pacific Sage Partners, LLC | 184,081 | $79.2M | 18.85% | +648+0.4% | Added |
| Asset Advisors Investment Management, LLC | 183,781 | $79.1M | 8.23% | −6,298−3.3% | Reduced |
| London & Capital Asset Management Ltd | 183,564 | $79.0M | 6.26% | −6,415−3.4% | Reduced |
| Ballentine Partners, LLC | 183,153 | $78.8M | 1.35% | +12,870+7.6% | Added |
| Hardman Johnston Global Advisors LLC | 183,067 | $78.8M | 3.09% | −7,293−3.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 182,725 | $78.6M | 6.60% | +14,932+8.9% | Added |
| Vancity Investment Management Ltd | 182,630 | $78.6M | 9.42% | −175,761−49.0% | Reduced |
| Select Equity Group, L.P. | 181,362 | $78.0M | 0.28% | −15,586−7.9% | Reduced |
| Andra AP-fonden | 180,500 | $77.7M | 1.14% | −3,400−1.8% | Reduced |
| Merit Financial Group, LLC | 180,464 | $77.7M | 1.74% | −21,714−10.7% | Reduced |
| Dundas Partners LLP | 180,361 | $77.6M | 5.58% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 179,915 | $77.4M | 2.30% | +6,115+3.5% | Added |
| Wahed Invest LLC | 179,756 | $77.3M | 13.76% | +15,474+9.4% | Added |
| Natixis Investment Managers International | 179,698 | $77.3M | 5.54% | +3,059+1.7% | Added |
| JBF Capital, Inc. | 179,000 | $77.0M | 11.50% | 00.0% | Unchanged |
| Thomasville National Bank | 178,538 | $76.8M | 5.69% | +104+0.1% | Added |
| SCS Capital Management LLC | 178,537 | $76.8M | 1.55% | −14,888−7.7% | Reduced |
| Cumberland Partners Ltd | 178,339 | $76.7M | 5.33% | +444+0.2% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $76.6M | 0.69% | 00.0% | Unchanged |
| Oribel Capital Management, LP | 177,400 | $76.3M | 8.34% | +127,800+257.7% | Added |
| Suncoast Equity Management | 177,350 | $76.3M | 8.70% | −10,215−5.4% | Reduced |
| Sculptor Capital LP | 176,934 | $76.1M | 1.51% | −11,400−6.1% | Reduced |
| MMBG Investment Advisors Co. | 176,618 | $76.0M | 7.93% | −255−0.1% | Reduced |
| Sabal Trust CO | 175,202 | $75.4M | 4.10% | −2,010−1.1% | Reduced |
| Spire Wealth Management | 174,907 | $75.3M | 2.54% | −12,159−6.5% | Reduced |
| Alta Capital Management LLC | 173,857 | $74.8M | 4.45% | +6,071+3.6% | Added |
| First Long Island Investors, LLC | 173,741 | $74.8M | 5.89% | +412+0.2% | Added |
| Corvex Management LP | 173,661 | $74.7M | 3.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 173,548 | $74.7M | 4.49% | −1,056,990−85.9% | Reduced |
| Tudor Investment Corp Et Al | 173,518 | $74.7M | 0.82% | +1,277+0.7% | Added |
| Exchange Traded Concepts, LLC | 173,303 | $74.6M | 1.77% | +50,630+41.3% | Added |
| Diamond Hill Capital Management Inc | 172,527 | $74.2M | 0.30% | 00.0% | Unchanged |
| United Services Automobile Association | 172,385 | $74.2M | 1.89% | −37,823−18.0% | Reduced |
| Granite Investment Partners, LLC | 172,318 | $74.1M | 3.17% | −4,395−2.5% | Reduced |
| First National Bank of Omaha | 171,701 | $73.9M | 4.72% | −3,462−2.0% | Reduced |
| Longbow Finance SA | 171,661 | $73.9M | 7.88% | −5,403−3.1% | Reduced |
| HS Management Partners, LLC | 171,328 | $73.7M | 4.74% | −64,215−27.3% | Reduced |
| Meridian Wealth Management, LLC | 171,052 | $73.6M | 3.62% | +171,052 | New |
| Great Valley Advisor Group, Inc. | 170,589 | $73.4M | 1.80% | +7,994+4.9% | Added |
| Siemens Fonds Invest GmbH | 200,487 | $73.3M | 5.83% | −2,032−1.0% | Reduced |
| TRB Advisors LP | 170,000 | $73.2M | 13.46% | 00.0% | Unchanged |
| Estabrook Capital Management | 169,909 | $73.1M | 10.90% | −8,895−5.0% | Reduced |
| Neville Rodie & Shaw Inc | 169,874 | $73.1M | 5.38% | −4,186−2.4% | Reduced |
| Heritage Wealth Advisors | 169,855 | $73.1M | 3.43% | +2,004+1.2% | Added |
| Provident Investment Management, Inc. | 169,830 | $73.1M | 6.51% | −3,944−2.3% | Reduced |
| Itau Unibanco Holding S.A. | 169,436 | $72.9M | 2.40% | +30,763+22.2% | Added |
| Aquatic Capital Management LLC | 169,240 | $72.8M | 1.91% | +169,240 | New |
| Perigon Wealth Management, LLC | 168,934 | $72.7M | 1.95% | +5,991+3.7% | Added |
| Grimes & Company, Inc. | 168,155 | $72.4M | 1.96% | −2,204−1.3% | Reduced |
| Verus Capital Partners, LLC | 168,045 | $72.3M | 7.08% | −3,215−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 168,034 | $72.3M | 3.84% | +29,341+21.2% | Added |
| Noked Israel Ltd | 168,000 | $72.3M | 15.79% | +30,000+21.7% | Added |