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 |
|---|---|---|---|---|---|
| American Financial Advisors, LLC | 4,835 | $2.16M | 0.31% | +138+2.9% | Added |
| MBM Wealth Consultants, LLC | 4,717 | $2.17M | 0.74% | +65+1.4% | Added |
| TriaGen Wealth Management LLC | 4,849 | $2.17M | 0.84% | −74−1.5% | Reduced |
| Clearview Wealth Advisors LLC | 4,850 | $2.17M | 1.89% | −506−9.4% | Reduced |
| Davis Capital Management | 4,748 | $2.17M | 1.88% | +907+23.6% | Added |
| CJM Wealth Advisers, Ltd. | 4,756 | $2.17M | 0.80% | −9−0.2% | Reduced |
| Petix & Botte Co | 4,868 | $2.18M | 0.62% | +2,434+100.0% | Added |
| Cunning Capital Partners, LP | 4,890 | $2.19M | 1.24% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 4,893 | $2.19M | 1.40% | +147+3.1% | Added |
| Ferguson Shapiro LLC | 4,899 | $2.19M | 0.86% | +374+8.3% | Added |
| Capital Wealth Alliance, LLC | 4,900 | $2.19M | 1.25% | +710+16.9% | Added |
| AJOVista, LLC | 4,900 | $2.19M | 6.31% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 4,908 | $2.19M | 1.47% | −12−0.2% | Reduced |
| Arvest Investments, Inc. | 4,908 | $2.19M | 0.35% | +2,306+88.6% | Added |
| Financial Freedom, LLC | 4,909 | $2.19M | 1.25% | +226+4.8% | Added |
| Tobam | 4,910 | $2.19M | 0.34% | −1,702−25.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 4,931 | $2.20M | 1.23% | −44−0.9% | Reduced |
| IMZ Advisory Inc | 4,948 | $2.21M | 1.10% | +49+1.0% | Added |
| Private Capital Advisors, Inc. | 4,954 | $2.21M | 0.25% | +791+19.0% | Added |
| Emfo, LLC | 4,985 | $2.23M | 1.99% | +51+1.0% | Added |
| Account Management LLC | 4,995 | $2.23M | 2.53% | −180−3.5% | Reduced |
| Concorde Asset Management, LLC | 4,998 | $2.23M | 1.38% | −146−2.8% | Reduced |
| Axq Capital, LP | 4,999 | $2.23M | 0.52% | +2,799+127.2% | Added |
| Ally Financial Inc. | 5,000 | $2.23M | 0.28% | −32,000−86.5% | Reduced |
| Opus Investment Management Inc | 5,000 | $2.23M | 1.44% | 00.0% | Unchanged |
| Latash Investments, LLC | 5,000 | $2.23M | 1.81% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 5,000 | $2.23M | 0.93% | +5,000 | New |
| Echo45 Advisors LLC | 5,001 | $2.24M | 1.57% | −855−14.6% | Reduced |
| US Financial Advisors, LLC | 5,007 | $2.24M | 0.75% | +60+1.2% | Added |
| Connective Portfolio Management, LLC | 5,014 | $2.24M | 3.64% | −2,000−28.5% | Reduced |
| Kraft, Davis & Associates, LLC | 5,277 | $2.24M | 0.68% | +76+1.5% | Added |
| Kaydan Wealth Management, Inc. | 5,032 | $2.25M | 0.80% | +271+5.7% | Added |
| KRS Capital Management, LLC | 5,037 | $2.25M | 1.69% | −166−3.2% | Reduced |
| MGO Private Wealth, LLC | 5,055 | $2.26M | 1.42% | +15+0.3% | Added |
| Reuter James Wealth Management, LLC | 5,057 | $2.26M | 1.67% | −212−4.0% | Reduced |
| Financial & Tax Architects, LLC | 5,061 | $2.26M | 0.61% | +537+11.9% | Added |
| Acorn Creek Capital LLC | 5,074 | $2.27M | 1.35% | +122+2.5% | Added |
| Smallwood Wealth Investment Management, LLC | 5,074 | $2.27M | 1.75% | +543+12.0% | Added |
| LifePlan Financial, LLC | 5,079 | $2.27M | 2.09% | −153−2.9% | Reduced |
| Mittelman Wealth Management | 5,084 | $2.27M | 1.47% | −3−0.1% | Reduced |
| Aurora Private Wealth, Inc. | 5,095 | $2.28M | 1.99% | −410−7.4% | Reduced |
| Blue Barn Wealth, LLC | 5,098 | $2.28M | 1.27% | +340+7.1% | Added |
| LGL Partners, LLC | 5,108 | $2.28M | 0.33% | +1,214+31.2% | Added |
| BetterWealth, LLC | 5,113 | $2.29M | 0.73% | +76+1.5% | Added |
| RS Crum Inc. | 5,118 | $2.29M | 0.60% | +144+2.9% | Added |
| Great Waters Wealth Management | 5,120 | $2.29M | 0.35% | +362+7.6% | Added |
| Truepoint, Inc. | 5,125 | $2.29M | 0.07% | −406−7.3% | Reduced |
| Holistic Financial Partners | 5,138 | $2.30M | 1.15% | −288−5.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,152 | $2.30M | 0.91% | +225+4.6% | Added |
| Continuum Wealth Advisors, LLC | 5,174 | $2.31M | 1.22% | +181+3.6% | Added |
| Arlington Financial Advisors, LLC | 5,186 | $2.32M | 0.51% | −110−2.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,189 | $2.32M | 1.42% | +173+3.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 5,205 | $2.33M | 0.02% | −157−2.9% | Reduced |
| Dixon Fnancial Services, Inc. | 5,213 | $2.33M | 1.31% | +3+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 5,215 | $2.33M | 1.17% | +1,814+53.3% | Added |
| Cedrus LLC | 5,239 | $2.34M | 1.17% | +406+8.4% | Added |
| Marotta Asset Management | 5,134 | $2.35M | 0.49% | +587+12.9% | Added |
| Samjo Management, LLC | 5,250 | $2.35M | 0.87% | −200−3.7% | Reduced |
| Eagle Harbor Asset Management Inc | 5,250 | $2.35M | 2.50% | −87−1.6% | Reduced |
| Fingerlakes Wealth Management, Inc. | 5,252 | $2.35M | 2.11% | −103−1.9% | Reduced |
| Obsidian Personal Planning Solutions LLC | 5,253 | $2.35M | 1.43% | −486−8.5% | Reduced |
| North Point Portfolio Managers Corp | 5,260 | $2.35M | 0.41% | +291+5.9% | Added |
| GG Group Ventures, LLC | 5,685 | $2.35M | 3.26% | +5,685 | New |
| Rise Advisors, LLC | 5,268 | $2.35M | 1.25% | +8+0.2% | Added |
| IFG Advisors, LLC | 5,285 | $2.36M | 0.56% | +3+0.1% | Added |
| Family Asset Management, LLC | 5,289 | $2.36M | 1.52% | +94+1.8% | Added |
| Planning Alternatives Ltd | 5,294 | $2.37M | 0.38% | −25−0.5% | Reduced |
| Hobbs Group Advisors, LLC | 5,391 | $2.37M | 0.90% | +5,391 | New |
| Millington Financial Advisors, LLC | 5,299 | $2.37M | 1.64% | +22+0.4% | Added |
| Shay Capital LLC | 5,300 | $2.37M | 0.66% | −5,475−50.8% | Reduced |
| Portolan Capital Management, LLC | 5,300 | $2.37M | 0.20% | −20.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 5,309 | $2.37M | 1.98% | +91+1.7% | Added |
| Roble, Belko & Company, Inc | 5,320 | $2.38M | 0.40% | +63+1.2% | Added |
| Sciencast Management LP | 5,326 | $2.38M | 0.83% | +5,326 | New |
| Stonebridge Financial Planning Group, LLC | 5,327 | $2.38M | 1.20% | +762+16.7% | Added |
| Constant Guidance Financial LLC | 5,342 | $2.39M | 2.48% | −616−10.3% | Reduced |
| Kades & Cheifetz LLC | 5,351 | $2.39M | 1.50% | −26−0.5% | Reduced |
| Phillips Financial Management, LLC | 5,353 | $2.39M | 0.20% | +1,031+23.9% | Added |
| Innova Wealth Partners | 5,367 | $2.40M | 1.72% | +415+8.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,368 | $2.40M | 0.36% | +77+1.5% | Added |
| Emerald Mutual Fund Advisers Trust | 5,376 | $2.40M | 0.13% | +248+4.8% | Added |
| Three Bridge Wealth Advisors, LLC | 5,379 | $2.40M | 0.95% | −1,091−16.9% | Reduced |
| PrairieView Partners, LLC | 5,383 | $2.40M | 0.27% | −96−1.8% | Reduced |
| Francis Financial, Inc. | 5,382 | $2.41M | 0.73% | +866+19.2% | Added |
| Cypress Capital, LLC | 5,384 | $2.41M | 0.66% | −355−6.2% | Reduced |
| TCWP LLC | 5,396 | $2.41M | 5.92% | −16−0.3% | Reduced |
| Selkirk Management LLC | 5,400 | $2.41M | 1.13% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 5,404 | $2.42M | 1.96% | +5,404 | New |
| Texas Capital Bancshares Inc | 5,415 | $2.42M | 0.99% | +204+3.9% | Added |
| Ascension Capital Advisors, Inc. | 5,420 | $2.42M | 1.29% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 5,430 | $2.43M | 1.85% | −27−0.5% | Reduced |
| Twelve Points Wealth Management LLC | 5,436 | $2.43M | 0.85% | −224−4.0% | Reduced |
| Inspirion Wealth Advisors, LLC | 5,437 | $2.43M | 0.37% | +360+7.1% | Added |
| Legacy Financial Group, Inc. | 5,438 | $2.43M | 0.92% | −36−0.7% | Reduced |
| Orgel Wealth Management, LLC | 5,439 | $2.43M | 0.07% | +21+0.4% | Added |
| Cedar Wealth Management, LLC | 5,444 | $2.43M | 0.79% | −322−5.6% | Reduced |
| Amitell Capital Pte Ltd | 5,446 | $2.43M | 2.10% | +4,107+306.7% | Added |
| M3 Advisory Group, LLC | 5,447 | $2.43M | 2.00% | +949+21.1% | Added |
| Eagle Wealth Strategies LLC | 5,450 | $2.44M | 1.97% | +116+2.2% | Added |
| MorganRosel Wealth Management, LLC | 5,456 | $2.44M | 0.86% | −256−4.5% | Reduced |