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 |
|---|---|---|---|---|---|
| Riverpoint Wealth Management Holdings, LLC | 5,476 | $2.45M | 0.68% | +9+0.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 6,100 | $2.45M | 1.35% | +267+4.6% | Added |
| Grant Street Asset Management, Inc. | 5,490 | $2.45M | 0.77% | +4+0.1% | Added |
| Sterling Group Wealth Management, LLC | 5,492 | $2.45M | 1.41% | +5,492 | New |
| O'Neil Global Advisors, Inc. | 5,500 | $2.46M | 1.16% | +4,100+292.9% | Added |
| PCG Wealth Advisors, LLC | 5,517 | $2.47M | 1.07% | +900+19.5% | Added |
| Virtus Investment Advisers, Inc. | 5,519 | $2.47M | 2.09% | −1,979−26.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,522 | $2.47M | 0.64% | −13−0.2% | Reduced |
| 1620 Investment Advisors, Inc. | 5,533 | $2.47M | 1.90% | +11+0.2% | Added |
| Dunhill Financial, LLC | 5,546 | $2.48M | 1.54% | +1,752+46.2% | Added |
| Mainsail Asset Management, LLC | 5,557 | $2.48M | 1.97% | +4+0.1% | Added |
| Ogorek Anthony Joseph | 5,559 | $2.48M | 0.86% | +707+14.6% | Added |
| Campion Asset Management LLC | 5,563 | $2.49M | 1.95% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,912 | $2.49M | 1.91% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 5,576 | $2.49M | 0.49% | +288+5.4% | Added |
| Matrix Trust Co | 5,576 | $2.49M | 0.56% | +289+5.5% | Added |
| Painted Porch Advisors LLC | 5,582 | $2.49M | 1.41% | −50−0.9% | Reduced |
| USAdvisors Wealth Management, LLC | 5,598 | $2.50M | 0.92% | −168−2.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 5,598 | $2.50M | 0.97% | +181+3.3% | Added |
| Macroview Investment Management LLC | 5,621 | $2.51M | 2.68% | +13+0.2% | Added |
| Alliance Wealth Management Group | 5,622 | $2.51M | 0.72% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 5,625 | $2.51M | 1.82% | −636−10.2% | Reduced |
| Security Financial Services, INC. | 5,634 | $2.52M | 0.55% | +159+2.9% | Added |
| Optimist Retirement Group LLC | 5,638 | $2.52M | 1.32% | +673+13.6% | Added |
| Blue Bell Private Wealth Management, LLC | 5,639 | $2.52M | 0.52% | −9−0.2% | Reduced |
| EWG Elevate Inc. | 5,645 | $2.52M | 0.92% | +63+1.1% | Added |
| Abound Wealth Management | 5,648 | $2.52M | 0.93% | +35+0.6% | Added |
| Nova R Wealth, Inc. | 5,660 | $2.53M | 1.30% | +850+17.7% | Added |
| Bright Futures Wealth Management, LLC. | 6,202 | $2.53M | 1.37% | −21−0.3% | Reduced |
| Sentinus, LLC | 5,671 | $2.53M | 0.82% | +287+5.3% | Added |
| Richardson Financial Services Inc. | 5,673 | $2.54M | 1.83% | −162−2.8% | Reduced |
| Cohen & Steers, Inc. | 5,677 | $2.54M | 0.01% | −105−1.8% | Reduced |
| Copperleaf Capital, LLC | 5,682 | $2.54M | 2.03% | +174+3.2% | Added |
| BluePointe Capital Management, LLC | 5,686 | $2.54M | 1.70% | +274+5.1% | Added |
| Fielder Capital Group LLC | 5,698 | $2.55M | 0.98% | −14−0.2% | Reduced |
| Fountainhead AM, LLC | 5,704 | $2.55M | 0.61% | +275+5.1% | Added |
| Intelligent Financial Strategies | 5,727 | $2.56M | 1.58% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 5,730 | $2.56M | 0.10% | +701+13.9% | Added |
| Global Assets Advisory, LLC | 5,732 | $2.56M | 4.08% | −2,346,934−99.8% | Reduced |
| One Charles Private Wealth Services, LLC | 5,740 | $2.57M | 1.07% | +54+0.9% | Added |
| SRN Advisors, LLC | 5,741 | $2.57M | 2.13% | −330−5.4% | Reduced |
| Ted Buchan & Co | 5,741 | $2.57M | 1.38% | +98+1.7% | Added |
| Financial Management Professionals, Inc. | 5,747 | $2.57M | 0.35% | −593−9.4% | Reduced |
| Rain Capital Management, LLC | 6,224 | $2.58M | 1.82% | −51−0.8% | Reduced |
| ERTS Wealth Advisors, LLC | 5,785 | $2.59M | 0.52% | −203−3.4% | Reduced |
| 360 Financial, Inc. | 5,802 | $2.59M | 0.98% | +10.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 5,803 | $2.59M | 2.46% | −90−1.5% | Reduced |
| Check Capital Management Inc | 5,844 | $2.61M | 0.19% | +100+1.7% | Added |
| Professional Financial Advisors, LLC | 5,847 | $2.61M | 0.72% | +209+3.7% | Added |
| Kennedy Investment Group | 5,856 | $2.62M | 1.33% | +283+5.1% | Added |
| Hexagon Capital Partners LLC | 5,871 | $2.62M | 0.57% | +19+0.3% | Added |
| Black Diamond Financial, LLC | 5,872 | $2.62M | 0.51% | +1,609+37.7% | Added |
| Carrera Capital Advisors | 5,940 | $2.65M | 0.87% | +5,940 | New |
| Facet Wealth, Inc. | 6,295 | $2.66M | 0.08% | −141−2.2% | Reduced |
| Lebenthal Global Advisors, LLC | 5,960 | $2.66M | 0.58% | +461+8.4% | Added |
| CastleKnight Management LP | 5,980 | $2.67M | 0.36% | −1,195−16.7% | Reduced |
| X-Square Capital, LLC | 5,979 | $2.67M | 1.24% | −199−3.2% | Reduced |
| Tealwood Asset Management Inc | 5,984 | $2.67M | 1.61% | −20−0.3% | Reduced |
| Granite Harbor Advisors, Inc. | 5,986 | $2.68M | 1.70% | +159+2.7% | Added |
| Thrive Capital Management, LLC | 5,988 | $2.68M | 1.22% | +931+18.4% | Added |
| Arista Wealth Management, LLC | 5,997 | $2.68M | 0.71% | +4,081+213.0% | Added |
| Viking Fund Management LLC | 6,000 | $2.68M | 0.48% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 6,021 | $2.69M | 0.51% | −123−2.0% | Reduced |
| Seamount Financial Group Inc | 6,034 | $2.70M | 2.20% | +844+16.3% | Added |
| Cottonwood Capital Advisors, LLC | 5,896 | $2.71M | 2.12% | −508−7.9% | Reduced |
| G&S Capital LLC | 5,973 | $2.71M | 1.18% | +211+3.7% | Added |
| Guild Investment Management, Inc. | 6,067 | $2.71M | 3.10% | −62−1.0% | Reduced |
| Prostatis Group LLC | 6,071 | $2.71M | 0.95% | −260−4.1% | Reduced |
| Custom Index Systems, LLC | 6,072 | $2.71M | 1.56% | +81+1.4% | Added |
| Rooted Wealth Advisors, Inc. | 6,165 | $2.71M | 1.20% | +296+5.0% | Added |
| Oakwell Private Wealth Management, LLC | 6,094 | $2.72M | 0.77% | +337+5.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,121 | $2.74M | 0.78% | −57−0.9% | Reduced |
| Trust Co | 6,143 | $2.75M | 0.35% | −975−13.7% | Reduced |
| Clifford Group, LLC | 6,144 | $2.75M | 2.22% | −18−0.3% | Reduced |
| Paul Damon & Associates, Inc. | 6,152 | $2.75M | 1.87% | −189−3.0% | Reduced |
| Prepared Retirement Institute LLC | 6,158 | $2.75M | 1.82% | +358+6.2% | Added |
| Seed Wealth Management, Inc. | 6,162 | $2.75M | 2.40% | +80+1.3% | Added |
| Triton Wealth Management, PLLC | 6,204 | $2.76M | 1.61% | +9+0.1% | Added |
| Hummer Financial Advisory Services Inc | 6,189 | $2.77M | 2.39% | −25−0.4% | Reduced |
| Smith Thornton Advisors LLC | 6,191 | $2.77M | 2.04% | +6,191 | New |
| Nabity-Jensen Investment Management Inc | 6,193 | $2.77M | 2.26% | +159+2.6% | Added |
| Charter Research & Investment Group, Inc. | 6,194 | $2.77M | 2.18% | +40+0.6% | Added |
| Corundum Trust Company, INC | 6,219 | $2.78M | 8.08% | +6,219 | New |
| Pacific Capital Wealth Advisors, Inc | 6,230 | $2.78M | 0.51% | +1,015+19.5% | Added |
| Twin City Private Wealth, LLC | 6,248 | $2.79M | 2.64% | +403+6.9% | Added |
| WealthTrust Asset Management, LLC | 6,258 | $2.80M | 2.04% | −3,811−37.8% | Reduced |
| Gen-Wealth Partners Inc | 6,259 | $2.80M | 1.35% | +155+2.5% | Added |
| Prairie Wealth Advisors, Inc. | 6,279 | $2.81M | 1.42% | −1,013−13.9% | Reduced |
| Horan Securities, Inc. | 6,289 | $2.81M | 1.22% | −26−0.4% | Reduced |
| Index Fund Advisors, Inc. | 6,292 | $2.81M | 0.16% | +499+8.6% | Added |
| Cherrydale Wealth Management, LLC | 6,293 | $2.81M | 1.23% | +637+11.3% | Added |
| Deuterium Capital Management, LLC | 6,300 | $2.82M | 4.75% | 00.0% | Unchanged |
| Ping Capital Management, Inc. | 6,300 | $2.82M | 1.76% | +6,300 | New |
| Birchbrook, Inc. | 6,303 | $2.82M | 1.69% | −89−1.4% | Reduced |
| Rocky Mountain Advisers, LLC | 6,316 | $2.82M | 0.95% | −59−0.9% | Reduced |
| Petra Financial Advisors Inc | 6,322 | $2.83M | 2.03% | −138−2.1% | Reduced |
| White Lighthouse Investment Management Inc. | 6,330 | $2.83M | 0.55% | +550+9.5% | Added |
| First National Bank Sioux Falls | 6,340 | $2.83M | 1.47% | +24+0.4% | Added |
| Prospect Financial Services LLC | 6,345 | $2.84M | 2.18% | +638+11.2% | Added |
| Kellett Schaffner Wealth Advisors LLC | 6,346 | $2.84M | 2.29% | +124+2.0% | Added |