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, 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 | 6,248 | $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, 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 |
|---|---|---|---|---|---|
| Foundation Wealth Management, LLC | 3,731 | $1.67M | 1.31% | +48+1.3% | Added |
| Seneca Financial Advisors LLC | 3,734 | $1.67M | 0.86% | +78+2.1% | Added |
| Archvest Wealth Advisors, Inc. | 3,662 | $1.67M | 1.11% | +552+17.7% | Added |
| Corrigan Financial, Inc. | 3,980 | $1.67M | 0.43% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 3,754 | $1.68M | 0.69% | +204+5.7% | Added |
| Frazier Financial Advisors, LLC | 3,758 | $1.68M | 1.33% | +120+3.3% | Added |
| Sterling Wealth Management, Inc. | 3,759 | $1.68M | 0.80% | +30+0.8% | Added |
| Quest Partners LLC | 3,763 | $1.68M | 0.23% | +790+26.6% | Added |
| Rezny Wealth Management, Inc. | 3,776 | $1.69M | 0.45% | +788+26.4% | Added |
| Fortitude Family Office, LLC | 3,783 | $1.69M | 0.96% | +969+34.4% | Added |
| Options Solutions, LLC | 3,786 | $1.69M | 1.01% | −416−9.9% | Reduced |
| Tucker Asset Management LLC | 3,788 | $1.69M | 0.37% | −354−8.5% | Reduced |
| Mainstay Capital Management LLC | 3,791 | $1.69M | 0.30% | +255+7.2% | Added |
| Biechele Royce Advisors | 3,792 | $1.70M | 0.57% | +105+2.8% | Added |
| Hart & Patterson Financial Group LLC | 3,799 | $1.70M | 0.84% | +72+1.9% | Added |
| Revisor Wealth Management LLC | 3,800 | $1.70M | 1.18% | −2,663−41.2% | Reduced |
| Planning Capital Management Corp | 3,800 | $1.70M | 1.20% | +917+31.8% | Added |
| PYA Waltman Capital, LLC | 3,801 | $1.70M | 0.62% | +5+0.1% | Added |
| Greenhouse Wealth Management, LLC | 3,804 | $1.70M | 1.24% | +5+0.1% | Added |
| Retirement Guys Formula LLC | 3,814 | $1.70M | 0.82% | −720−15.9% | Reduced |
| Granite FO LLC | 3,820 | $1.71M | 1.09% | −26−0.7% | Reduced |
| Mosley Wealth Management | 3,822 | $1.71M | 1.45% | +430+12.7% | Added |
| Reston Wealth Management LLC | 3,825 | $1.71M | 0.68% | +120+3.2% | Added |
| Sar Wealth Management Group, LLC | 3,832 | $1.71M | 1.20% | −439−10.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3,850 | $1.72M | 0.23% | +191+5.2% | Added |
| jvl associates llc | 3,861 | $1.73M | 0.69% | +5+0.1% | Added |
| One + One Wealth Management, LLC | 3,867 | $1.73M | 0.99% | −2,023−34.3% | Reduced |
| Hampton Road Capital Management LP | 3,870 | $1.73M | 0.27% | −7,500−66.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,871 | $1.73M | 0.43% | −165−4.1% | Reduced |
| Peterson Wealth Advisors, LLC | 3,880 | $1.73M | 0.36% | +45+1.2% | Added |
| IMPACTfolio, LLC | 3,887 | $1.74M | 0.97% | +56+1.5% | Added |
| Cascade Wealth Advisors, Inc | 4,160 | $1.74M | 1.29% | −250−5.7% | Reduced |
| LVZ Advisors, Inc. | 3,899 | $1.74M | 0.24% | +704+22.0% | Added |
| Hardin Capital Partners, LLC | 3,902 | $1.74M | 1.14% | +3,902 | New |
| Worth Asset Management, LLC | 3,907 | $1.75M | 1.04% | −608−13.5% | Reduced |
| Trinity Financial Advisors LLC | 3,918 | $1.75M | 0.78% | +352+9.9% | Added |
| Financial Advisory Corp | 3,920 | $1.75M | 0.73% | +438+12.6% | Added |
| Curran Financial Partners, LLC | 3,924 | $1.75M | 0.59% | +560+16.6% | Added |
| Koss-Olinger Consulting, LLC | 3,926 | $1.75M | 0.16% | −19,196−83.0% | Reduced |
| Impact Partnership Wealth, LLC | 3,930 | $1.76M | 0.46% | +1,514+62.7% | Added |
| Portfolio Strategies, Inc. | 3,932 | $1.76M | 0.24% | −4,878−55.4% | Reduced |
| Covestor Ltd | 3,944 | $1.76M | 1.14% | +223+6.0% | Added |
| Armbruster Capital Management, Inc. | 3,947 | $1.76M | 0.37% | +530+15.5% | Added |
| Sage Advisors, LLC | 3,948 | $1.76M | 1.43% | +1,256+46.7% | Added |
| Vertex Planning Partners, LLC | 3,954 | $1.77M | 0.46% | +82+2.1% | Added |
| Powell Investment Advisors, LLC | 3,957 | $1.77M | 0.92% | −167−4.0% | Reduced |
| Rinkey Investments | 3,959 | $1.77M | 0.64% | 00.0% | Unchanged |
| Whelan Financial | 3,961 | $1.77M | 0.79% | +135+3.5% | Added |
| Santori & Peters | 3,967 | $1.77M | 0.76% | −222−5.3% | Reduced |
| Yost Capital Management, LP | 3,970 | $1.77M | 2.96% | −3,980−50.1% | Reduced |
| Balentine LLC | 3,979 | $1.78M | 0.08% | −148,976−97.4% | Reduced |
| ICA Group Wealth Management, LLC | 3,980 | $1.78M | 1.07% | −13,180−76.8% | Reduced |
| Encompass More Asset Management | 3,981 | $1.78M | 1.27% | +46+1.2% | Added |
| Family Wealth Group, LLC | 3,989 | $1.78M | 1.80% | −63−1.6% | Reduced |
| Willow Creek Wealth Management Inc. | 3,996 | $1.79M | 0.20% | −43−1.1% | Reduced |
| Gruss & Co., LLC | 4,000 | $1.79M | 9.70% | +500+14.3% | Added |
| Sassicaia Capital Advisers LLC | 4,000 | $1.79M | 7.23% | +4,000 | New |
| First Wilshire Securities Management Inc | 4,000 | $1.79M | 0.55% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 4,003 | $1.79M | 0.37% | +32+0.8% | Added |
| Conrad Siegel Investment Advisors, Inc. | 4,007 | $1.79M | 0.52% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,012 | $1.79M | 1.37% | +169+4.4% | Added |
| Pasadena Private Wealth, LLC | 4,016 | $1.79M | 0.42% | −93−2.3% | Reduced |
| Clear Investment Research, LLC | 4,021 | $1.80M | 2.34% | +96+2.4% | Added |
| Georgetown University | 4,031 | $1.80M | 0.60% | +6+0.1% | Added |
| Pearl River Capital, LLC | 4,040 | $1.81M | 0.29% | +4,040 | New |
| New Vernon Investment Management LLC | 4,042 | $1.81M | 2.35% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 4,056 | $1.81M | 0.97% | −2,152−34.7% | Reduced |
| Mach-1 Financial Group, Inc. | 4,057 | $1.81M | 1.28% | +250+6.6% | Added |
| Crumly & Associates Inc. | 4,062 | $1.82M | 0.52% | +13+0.3% | Added |
| Veridan Wealth LLC | 3,650 | $1.82M | 0.73% | +3,650 | New |
| Hofer & Associates. Inc | 4,076 | $1.82M | 1.41% | +105+2.6% | Added |
| Intrepid Capital Management Inc | 4,076 | $1.82M | 1.16% | +420+11.5% | Added |
| Lockerman Financial Group, Inc. | 4,077 | $1.82M | 3.31% | −4−0.1% | Reduced |
| Selective Wealth Management, Inc. | 3,969 | $1.82M | 0.80% | −102−2.5% | Reduced |
| MA Private Wealth | 4,088 | $1.83M | 0.36% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 4,105 | $1.83M | 0.97% | +8+0.2% | Added |
| Stephens Consulting, LLC | 4,106 | $1.84M | 0.52% | −548−11.8% | Reduced |
| RMR Capital Management, LLC | 4,107 | $1.84M | 1.68% | −64−1.5% | Reduced |
| LGT Financial Advisors LLC | 4,115 | $1.84M | 3.88% | −206−4.8% | Reduced |
| Pingora Partners LLC | 4,117 | $1.84M | 1.31% | −10−0.2% | Reduced |
| Zeit Capital LLC | 4,118 | $1.84M | 1.49% | −2,000−32.7% | Reduced |
| Elser Financial Planning, Inc | 4,132 | $1.85M | 0.31% | +4,132 | New |
| Kelly Financial Services LLC | 4,137 | $1.85M | 0.66% | +128+3.2% | Added |
| Paladin Advisory Group, LLC | 4,054 | $1.85M | 1.44% | −56−1.4% | Reduced |
| Malaga Cove Capital, LLC | 4,149 | $1.85M | 0.75% | −19−0.5% | Reduced |
| Elmwood Wealth Management, Inc. | 4,153 | $1.86M | 0.83% | −25−0.6% | Reduced |
| Integrity Wealth Solutions LLC | 4,159 | $1.86M | 1.21% | −1,837−30.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,176 | $1.87M | 14.04% | −15,367−78.6% | Reduced |
| Sterling Financial Group, Inc. | 4,176 | $1.87M | 0.85% | +29+0.7% | Added |
| Greenspring Advisors, LLC | 4,177 | $1.87M | 0.45% | −540−11.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,178 | $1.87M | 0.04% | −24,974−85.7% | Reduced |
| Heritage Wealth Management, Inc. | 4,188 | $1.87M | 1.81% | −51−1.2% | Reduced |
| Hill Investment Group Partners, LLC | 4,223 | $1.88M | 0.25% | +54+1.3% | Added |
| Foguth Wealth Management, LLC. | 4,213 | $1.88M | 0.83% | +195+4.9% | Added |
| Avenue 1 Advisors, LLC | 4,215 | $1.88M | 0.76% | −6−0.1% | Reduced |
| Phocas Financial Corp. | 4,215 | $1.88M | 0.28% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 4,223 | $1.89M | 0.70% | +170+4.2% | Added |
| Bridger Management, LLC | 4,230 | $1.89M | 0.97% | 00.0% | Unchanged |
| apricus wealth, LLC | 4,232 | $1.89M | 1.35% | +443+11.7% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,059 | $1.89M | 0.66% | +565+16.2% | Added |