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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 4,239 | $1.89M | 0.53% | −52−1.2% | Reduced |
| Saxony Capital Management, LLC | 4,247 | $1.90M | 2.09% | −114−2.6% | Reduced |
| Ridgewood Investments LLC | 4,253 | $1.90M | 0.95% | −3,854−47.5% | Reduced |
| Slocum, Gordon & Co LLP | 4,259 | $1.90M | 1.42% | +45+1.1% | Added |
| Gridiron Partners, LLC | 4,265 | $1.91M | 1.21% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 4,266 | $1.91M | 1.63% | −106−2.4% | Reduced |
| Strategic Advocates LLC | 4,273 | $1.91M | 0.76% | −946−18.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 4,275 | $1.91M | 1.68% | +680+18.9% | Added |
| Community Bank of Raymore | 4,276 | $1.91M | 1.48% | −2,822−39.8% | Reduced |
| Breed's Hill Capital LLC | 4,277 | $1.91M | 1.69% | −7−0.2% | Reduced |
| KFA Private Wealth Group, LLC | 4,286 | $1.92M | 0.99% | −3,672−46.1% | Reduced |
| Guidance Point Advisors, LLC | 4,286 | $1.92M | 0.60% | −651−13.2% | Reduced |
| Red Tortoise LLC | 4,289 | $1.92M | 1.05% | +10.0% | Added |
| Pacific Sun Financial Corp | 4,290 | $1.92M | 1.13% | −8−0.2% | Reduced |
| Curtis Advisory Group, LLC | 4,291 | $1.92M | 0.68% | −35−0.8% | Reduced |
| Arcus Capital Partners, LLC | 4,292 | $1.92M | 0.74% | +547+14.6% | Added |
| Kearns & Associates LLC | 4,300 | $1.92M | 1.44% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,304 | $1.92M | 0.54% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,252 | $1.93M | 1.31% | −29−0.7% | Reduced |
| Acorns Advisers, LLC | 4,316 | $1.93M | 0.02% | +1,274+41.9% | Added |
| Eclectic Associates Inc | 4,320 | $1.93M | 0.86% | −89−2.0% | Reduced |
| Waterway Wealth Management, LLC | 4,320 | $1.93M | 0.95% | +288+7.1% | Added |
| Bridge Advisory, LLC | 4,342 | $1.94M | 0.96% | +9+0.2% | Added |
| Blossom Wealth Management | 4,367 | $1.95M | 4.25% | −112−2.5% | Reduced |
| Centennial Wealth Advisory LLC | 4,369 | $1.95M | 0.85% | +413+10.4% | Added |
| Bell Investment Advisors, Inc | 4,374 | $1.95M | 0.38% | +7+0.2% | Added |
| Precision Wealth Strategies, LLC | 4,375 | $1.96M | 2.02% | +1,325+43.4% | Added |
| Essential Planning, LLC. | 4,378 | $1.96M | 0.86% | −363−7.7% | Reduced |
| Planning Center, Inc. | 4,386 | $1.96M | 0.26% | −95−2.1% | Reduced |
| Maripau Wealth Management LLC | 4,388 | $1.96M | 1.34% | +844+23.8% | Added |
| Riverwater Partners LLC | 4,388 | $1.96M | 1.45% | −167−3.7% | Reduced |
| Krane Funds Advisors LLC | 4,392 | $1.96M | 0.08% | −487−10.0% | Reduced |
| Stevard, LLC | 4,393 | $1.96M | 1.70% | +689+18.6% | Added |
| Client First Investment Management LLC | 4,400 | $1.97M | 1.53% | 00.0% | Unchanged |
| SMART Wealth LLC | 4,401 | $1.97M | 0.80% | +620+16.4% | Added |
| Pin Oak Investment Advisors Inc | 4,410 | $1.97M | 1.88% | −134−2.9% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 4,422 | $1.98M | 2.99% | +361+8.9% | Added |
| Comprehensive Wealth Management, LLC | 4,426 | $1.98M | 1.45% | −208−4.5% | Reduced |
| Heritage Investment Group, Inc. | 4,430 | $1.98M | 0.41% | −73−1.6% | Reduced |
| Caitlin John, LLC | 4,430 | $1.98M | 1.44% | +276+6.6% | Added |
| Rodgers & Associates, LTD | 4,431 | $1.98M | 0.25% | +348+8.5% | Added |
| Vista Investment Management | 4,452 | $1.99M | 0.81% | +89+2.0% | Added |
| MN Wealth Advisors, LLC | 4,454 | $1.99M | 1.16% | +236+5.6% | Added |
| Von Berge Wealth Management Group, LLC | 4,362 | $1.99M | 1.27% | +110+2.6% | Added |
| Bayshore Asset Management, LLC | 4,458 | $1.99M | 1.00% | 00.0% | Unchanged |
| OxenFree Capital LLC | 4,470 | $2.00M | 1.74% | +21+0.5% | Added |
| PFG Private Wealth Management, LLC | 4,475 | $2.00M | 1.21% | +115+2.6% | Added |
| OMNI 360 Wealth, Inc. | 4,475 | $2.00M | 1.52% | +95+2.2% | Added |
| Riverstone Advisors, LLC | 4,485 | $2.00M | 1.23% | +145+3.3% | Added |
| Financial Network Wealth Advisors LLC | 4,497 | $2.01M | 1.50% | +82+1.9% | Added |
| Prescott Group Capital Management, L.L.C. | 4,500 | $2.01M | 0.31% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 4,506 | $2.01M | 0.60% | −105−2.3% | Reduced |
| Betterment LLC | 4,518 | $2.02M | 0.01% | +480+11.9% | Added |
| Alterna Wealth Management, Inc | 4,531 | $2.03M | 1.77% | −40−0.9% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 4,791 | $2.03M | 0.79% | −90−1.8% | Reduced |
| Richmond Brothers, Inc. | 4,544 | $2.03M | 4.02% | −577−11.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,851 | $2.03M | 1.16% | +8+0.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,550 | $2.03M | 1.42% | −143−3.0% | Reduced |
| Prairiewood Capital, LLC | 4,554 | $2.04M | 0.97% | −16−0.4% | Reduced |
| Newport Capital Group, LLC | 4,558 | $2.04M | 1.61% | +4,558 | New |
| Diversified Portfolios, Inc. | 4,560 | $2.04M | 0.27% | −11−0.2% | Reduced |
| Next Capital Management LLC | 4,563 | $2.04M | 0.86% | −51−1.1% | Reduced |
| Windsor Capital Management, LLC | 4,565 | $2.04M | 0.63% | −20−0.4% | Reduced |
| Armor Investment Advisors, LLC | 4,568 | $2.04M | 0.94% | +1,046+29.7% | Added |
| Cravens & Co Advisors, LLC | 4,569 | $2.04M | 1.52% | −268−5.5% | Reduced |
| Atwood & Palmer Inc | 4,574 | $2.04M | 0.15% | −452−9.0% | Reduced |
| Lansdowne Partners (UK) LLP | 4,584 | $2.05M | 0.16% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 4,585 | $2.05M | 1.49% | −51−1.1% | Reduced |
| Cowa, LLC | 4,604 | $2.06M | 1.10% | +43+0.9% | Added |
| BayBridge Capital Group, LLC | 4,608 | $2.06M | 1.61% | +70+1.5% | Added |
| Valued Retirements, Inc. | 4,624 | $2.07M | 3.14% | −169−3.5% | Reduced |
| BlueChip Wealth Advisors LLC | 4,635 | $2.07M | 1.22% | +659+16.6% | Added |
| Hanover Advisors Inc | 4,639 | $2.07M | 0.92% | +56+1.2% | Added |
| Capital Management Associates, Inc | 4,645 | $2.08M | 1.26% | +6+0.1% | Added |
| Blueshift Asset Management, LLC | 4,647 | $2.08M | 0.70% | +4,647 | New |
| Napa Wealth Management | 4,670 | $2.09M | 1.41% | +492+11.8% | Added |
| CAP Partners, LLC | 4,676 | $2.09M | 1.70% | +230+5.2% | Added |
| Smart Portfolios, LLC | 4,677 | $2.09M | 2.11% | +492+11.8% | Added |
| Jackson Thornton Asset Management, LLC | 4,682 | $2.09M | 0.32% | 00.0% | Unchanged |
| Meritas Wealth Management, LLC | 4,689 | $2.10M | 1.48% | 00.0% | Unchanged |
| Profit Investment Management, LLC | 4,689 | $2.10M | 1.31% | −36−0.8% | Reduced |
| Flagstone Financial Management | 4,702 | $2.10M | 0.78% | −24−0.5% | Reduced |
| Cornerstone National Bank & Trust Co | 4,707 | $2.10M | 1.03% | +54+1.2% | Added |
| Austin Asset Management Co Inc | 4,707 | $2.10M | 0.43% | +54+1.2% | Added |
| New Jersey Better Educational Savings Trust | 4,709 | $2.10M | 4.21% | −5,415−53.5% | Reduced |
| 4J Wealth Management LLC | 4,723 | $2.11M | 1.75% | −35−0.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,726 | $2.11M | 1.03% | +363+8.3% | Added |
| TLWM | 4,739 | $2.12M | 0.46% | −20.0% | Reduced |
| KFG Wealth Management, LLC | 4,751 | $2.12M | 0.84% | −126−2.6% | Reduced |
| Victory Financial Group, LLC | 4,754 | $2.12M | 0.99% | −299−5.9% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 4,700 | $2.13M | 2.05% | +4,700 | New |
| Helen Stephens Group, LLC | 4,789 | $2.14M | 0.74% | +27+0.6% | Added |
| Cedar Mountain Advisors, LLC | 4,792 | $2.14M | 0.53% | −20.0% | Reduced |
| Sequent Planning LLC | 4,693 | $2.14M | 0.73% | −239−4.8% | Reduced |
| Silver Oak Advisory Group, Inc. | 4,799 | $2.14M | 1.19% | −49−1.0% | Reduced |
| EPIQ Capital Group, LLC | 4,797 | $2.14M | 0.75% | +2,647+123.1% | Added |
| AM Squared Ltd | 4,800 | $2.15M | 5.42% | +2,367+97.3% | Added |
| Northeast Financial Group, Inc. | 4,799 | $2.15M | 0.92% | +1,560+48.2% | Added |
| Lionsbridge Wealth Management LLC | 4,809 | $2.15M | 1.72% | −67−1.4% | Reduced |
| Yarger Wealth Strategies, LLC | 4,826 | $2.16M | 1.30% | +137+2.9% | Added |