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; 6,247 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, Q2 2024
Institutional positions in Microsoft Corp as of Jun 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
- 5,269
- +96 vs. Q1 2024
- Shares held
- 5.30B
- +24.2M (+0.5%) vs. Q1 2024
- Total value
- $2.37T
- +$153.5B (+6.9%) vs. Q1 2024
- New holders
- 200
- 2,401 more added
- Sold out
- 104
- 2,256 more reduced
67 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 6,247 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Microsoft Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hershey Financial Advisers, LLC | 3 | $1.34K | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 3,575 | $1.43K | 1.00% | +385+12.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $2.68K | 0.00% | +6 | New |
| ZynergyRetirementPlanningLLC | 7 | $3.13K | 0.00% | +7 | New |
| Icon Advisers Inc | 15 | $6.70K | 0.00% | +15 | New |
| Richardson Capital Management LLC | 20 | $9.10K | 0.01% | −119−85.6% | Reduced |
| Longfellow Investment Management Co LLC | 39 | $17.4K | 0.00% | −6−13.3% | Reduced |
| Cultivar Capital, Inc. | 52 | $23.3K | 0.02% | +52 | New |
| Insight Financial Services | 65 | $29.4K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 68 | $30.4K | 0.02% | +2+3.0% | Added |
| Christopher J. Hasenberg, Inc | 70 | $31.3K | 0.01% | +44+169.2% | Added |
| SIMA Wealth Partners, LLC | 92 | $41.2K | 0.04% | +92 | New |
| Lion Point Capital, LP | 100 | $44.7K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 100 | $44.7K | 0.02% | +100 | New |
| DB Fitzpatrick & Co, Inc | 114 | $51.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 122 | $54.5K | 0.00% | −2,274−94.9% | Reduced |
| 4Thought Financial Group Inc. | 128 | $57.2K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 140 | $62.6K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 15,647 | $62.8K | 0.11% | −7,159−31.4% | Reduced |
| PayPay Securities Corp | 141 | $63.0K | 5.26% | −16−10.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 148 | $66.1K | 0.06% | 00.0% | Unchanged |
| Innealta Capital, LLC | 167 | $74.6K | 0.02% | +167 | New |
| Wells Financial Advisors INC | 170 | $76.0K | 0.05% | 00.0% | Unchanged |
| Bellevue Group AG | 179 | $80.0K | 0.00% | −1−0.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 180 | $80.5K | 0.03% | −25−12.2% | Reduced |
| Horizon Financial Services, LLC | 190 | $84.9K | 0.05% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 199 | $89.0K | 0.07% | +5+2.6% | Added |
| Gleason Group, Inc. | 201 | $89.7K | 0.02% | +1+0.5% | Added |
| Bare Financial Services, Inc | 217 | $90.8K | 0.05% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 210 | $93.9K | 0.03% | −210−50.0% | Reduced |
| FNY Investment Advisers, LLC | 220 | $98.0K | 0.07% | −3,790−94.5% | Reduced |
| Carolina Wealth Advisors, LLC | 307 | $137.2K | 0.07% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 315 | $140.8K | 0.64% | −212−40.2% | Reduced |
| Family CFO Inc | 338 | $151.1K | 0.09% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 379 | $169.4K | 0.06% | +268+241.4% | Added |
| Beutel, Goodman & Co Ltd. | 386 | $172.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 389 | $173.9K | 0.12% | −38−8.9% | Reduced |
| Evolution Advisers, Inc. | 403 | $180.0K | 0.10% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 414 | $185.0K | 0.09% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 430 | $192.2K | 0.13% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 443 | $198.0K | 0.15% | +17+4.0% | Added |
| MayTech Global Investments, LLC | 448 | $200.2K | 0.03% | +448 | New |
| Your Advocates Ltd., LLP | 451 | $201.6K | 0.08% | −116−20.5% | Reduced |
| OmniStar Financial Group, Inc. | 452 | $202.1K | 0.18% | +452 | New |
| Grunden Financial Advisory, Inc. | 453 | $202.5K | 0.11% | +453 | New |
| Envision Financial Planning, LLC | 453 | $202.6K | 0.15% | −54−10.7% | Reduced |
| AFS Financial Group, LLC | 454 | $202.9K | 2.72% | −437−49.0% | Reduced |
| Brown Financial Advisory | 456 | $203.8K | 0.16% | +456 | New |
| Life Planning Partners, Inc | 469 | $209.6K | 0.19% | +469 | New |
| Hobart Private Capital, LLC | 470 | $210.1K | 0.06% | +470 | New |
| Rareview Capital LLC | 471 | $210.5K | 0.20% | +471 | New |
| HFR Wealth Management, LLC | 476 | $212.7K | 0.05% | −12−2.5% | Reduced |
| Livelsberger Financial Advisory | 479 | $214.2K | 3.19% | +479 | New |
| Stonehearth Capital Management, LLC | 491 | $219.5K | 0.09% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 493 | $220.3K | 0.14% | +493 | New |
| AF Advisors, Inc. | 494 | $220.8K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 497 | $222.1K | 0.08% | −4−0.8% | Reduced |
| Swan Global Investments, LLC | 501 | $223.3K | 0.01% | +501 | New |
| Kings Path Partners LLC | 500 | $223.5K | 0.11% | +500 | New |
| HGK Asset Management Inc | 507 | $226.1K | 0.04% | −705−58.2% | Reduced |
| Weitzel Financial Services, Inc. | 497 | $227.0K | 0.11% | 00.0% | Unchanged |
| SWMG, LLC | 513 | $229.1K | 0.10% | +513 | New |
| Brooklyn FI, LLC | 519 | $232.0K | 0.09% | +519 | New |
| Kanen Wealth Management LLC | 521 | $232.9K | 0.14% | +12+2.4% | Added |
| Ellerson Group Inc | 521 | $232.9K | 0.18% | −110−17.4% | Reduced |
| Discipline Wealth Solutions, LLC | 521 | $232.9K | 0.18% | +521 | New |
| Sinecera Capital, LLC | 522 | $233.3K | 0.32% | +1+0.2% | Added |
| Greylin Investment Mangement Inc | 525 | $234.6K | 0.04% | −50−8.7% | Reduced |
| Brave Warrior Advisors, LLC | 525 | $234.6K | 0.01% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 525 | $235.0K | 0.14% | 00.0% | Unchanged |
| Sage Financial Group Inc | 527 | $235.5K | 0.02% | −50−8.7% | Reduced |
| Schulz Wealth, LTD. | 527 | $235.5K | 0.20% | −20−3.7% | Reduced |
| ONE Advisory Partners, LLC | 528 | $236.0K | 0.11% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 528 | $236.1K | 0.17% | −37−6.5% | Reduced |
| ALM First Financial Advisors, LLC | 530 | $236.9K | 0.07% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 532 | $237.8K | 0.18% | 00.0% | Unchanged |
| Chartist Inc | 537 | $240.0K | 0.15% | +1+0.2% | Added |
| Weybosset Research & Management LLC | 540 | $241.0K | 0.09% | −5−0.9% | Reduced |
| Cobblestone Asset Management LLC | 540 | $241.4K | 0.16% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 542 | $242.3K | 0.12% | +542 | New |
| Wooster Corthell Wealth Management, Inc. | 547 | $244.7K | 0.06% | −131−19.3% | Reduced |
| Tuttle Tactical Management | 591 | $245.3K | 1.48% | +591 | New |
| Windward Private Wealth Management Inc. | 552 | $246.7K | 0.10% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 555 | $249.4K | 0.11% | −90−14.0% | Reduced |
| McNamara Financial Services, Inc. | 559 | $249.8K | 0.05% | 00.0% | Unchanged |
| Theory Financial LLC | 562 | $251.2K | 0.12% | −23−3.9% | Reduced |
| Retirement Investment Advisors, Inc. | 562 | $251.2K | 0.03% | +562 | New |
| Greytown Advisors Inc. | 563 | $251.6K | 0.15% | −97−14.7% | Reduced |
| Maven Securities LTD | 567 | $253.4K | 0.04% | −1,698−75.0% | Reduced |
| Garland Capital Management Inc | 568 | $253.9K | 0.18% | +568 | New |
| Share Andrew L. | 575 | $257.0K | 0.14% | 00.0% | Unchanged |
| LPF Advisors LLC | 576 | $257.4K | 0.24% | +72+14.3% | Added |
| Straight Path Wealth Management | 576 | $257.6K | 0.13% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 577 | $257.9K | 0.14% | −29−4.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 578 | $258.0K | 0.16% | −1,091−65.4% | Reduced |
| swisspartners Advisors Ltd | 640 | $258.4K | 0.26% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 580 | $259.4K | 0.21% | −2,210−79.2% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 585 | $261.5K | 0.09% | +48+8.9% | Added |
| Investments & Financial Planning, LLC | 585 | $261.7K | 0.18% | 00.0% | Unchanged |
| Fischer Investment Strategies, LLC | 586 | $261.9K | 0.26% | 00.0% | Unchanged |