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 |
|---|---|---|---|---|---|
| TrueWealth Financial Partners | 6,349 | $2.84M | 1.83% | +1,698+36.5% | Added |
| Warwick Investment Management, Inc. | 6,350 | $2.84M | 0.66% | +207+3.4% | Added |
| Arbor Capital Management Inc | 6,223 | $2.84M | 2.64% | −256−4.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,363 | $2.84M | 0.64% | +64+1.0% | Added |
| Delos Wealth Advisors, LLC | 6,368 | $2.85M | 2.75% | +2,375+59.5% | Added |
| Fca Corp | 6,374 | $2.85M | 0.91% | −10−0.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 6,380 | $2.85M | 2.38% | −425−6.2% | Reduced |
| Sonoma Private Wealth LLC | 6,389 | $2.86M | 4.64% | −89−1.4% | Reduced |
| O'Dell Group, LLC | 6,789 | $2.86M | 0.70% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6,398 | $2.86M | 0.90% | −276−4.1% | Reduced |
| Johnson Bixby & Associates, LLC | 6,404 | $2.86M | 0.48% | −77−1.2% | Reduced |
| NRI Wealth Management LC | 6,406 | $2.86M | 2.22% | +277+4.5% | Added |
| Doheny Asset Management | 6,411 | $2.87M | 2.04% | +14+0.2% | Added |
| Geo Capital Gestora de Recursos Ltd | 6,413 | $2.87M | 2.85% | +4,669+267.7% | Added |
| Phillips Wealth Planners LLC | 6,153 | $2.87M | 3.02% | −31−0.5% | Reduced |
| Hanlon Investment Management, Inc. | 6,431 | $2.87M | 0.85% | +795+14.1% | Added |
| Neumann Capital Management, LLC | 6,432 | $2.87M | 0.99% | −95−1.5% | Reduced |
| Creekside Partners | 6,441 | $2.88M | 1.59% | +6,441 | New |
| River & Mercantile Asset Management LLP | 6,448 | $2.88M | 0.79% | −230−3.4% | Reduced |
| Paulson Wealth Management Inc. | 6,448 | $2.88M | 0.84% | −21−0.3% | Reduced |
| Summit Wealth Partners, LLC | 6,454 | $2.88M | 0.60% | +829+14.7% | Added |
| Groesbeck Investment Management Corp | 6,457 | $2.89M | 4.00% | −1,479−18.6% | Reduced |
| Seven Post Investment Office LP | 6,462 | $2.89M | 0.53% | +4,400+213.4% | Added |
| J.Safra Asset Management Corp | 6,487 | $2.90M | 0.29% | +2,056+46.4% | Added |
| Magnolia Capital Management Ltd | 6,489 | $2.90M | 2.43% | +120+1.9% | Added |
| Ulland Investment Advisors, LLC | 6,505 | $2.91M | 2.02% | +392+6.4% | Added |
| Pathway Financial Advisors LLC | 6,526 | $2.92M | 0.79% | +62+1.0% | Added |
| Lansing Street Advisors | 6,527 | $2.92M | 1.22% | +798+13.9% | Added |
| Ruggaard & Associates LLC | 6,542 | $2.92M | 1.35% | −18−0.3% | Reduced |
| Summit Wealth Group, LLC | 6,544 | $2.92M | 0.88% | +6,544 | New |
| Retirement Income Solutions, Inc | 6,562 | $2.93M | 0.71% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 6,568 | $2.93M | 1.51% | −4,881−42.6% | Reduced |
| Seelaus Asset Management LLC | 6,578 | $2.94M | 2.98% | −110−1.6% | Reduced |
| TrueWealth Advisors, LLC | 6,586 | $2.94M | 1.09% | −639−8.8% | Reduced |
| Triumph Capital Management | 6,597 | $2.95M | 1.15% | +109+1.7% | Added |
| Arq Wealth Advisors, LLC | 6,600 | $2.95M | 1.28% | −314−4.5% | Reduced |
| Glaxis Capital Management, LLC | 6,600 | $2.95M | 5.12% | +1,000+17.9% | Added |
| Operose Advisors LLC | 6,602 | $2.95M | 1.04% | −58−0.9% | Reduced |
| Ade, LLC | 6,614 | $2.96M | 1.99% | −13−0.2% | Reduced |
| Per Stirling Capital Management, LLC. | 6,623 | $2.96M | 0.48% | −278−4.0% | Reduced |
| Burton Enright Welch | 6,642 | $2.97M | 0.68% | −253−3.7% | Reduced |
| Latitude Advisors, LLC | 6,645 | $2.97M | 1.81% | −980−12.9% | Reduced |
| Sharkey, Howes & Javer | 6,647 | $2.97M | 0.48% | +10.0% | Added |
| AllSquare Wealth Management LLC | 6,655 | $2.97M | 1.79% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 6,656 | $2.97M | 1.53% | −44−0.7% | Reduced |
| Motive Wealth Advisors | 6,657 | $2.98M | 1.79% | −24−0.4% | Reduced |
| Altiora Financial Group, LLC | 6,662 | $2.98M | 0.71% | +8+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 6,666 | $2.98M | 1.35% | +1,284+23.9% | Added |
| Westshore Wealth, LLC | 6,670 | $2.98M | 1.24% | −97−1.4% | Reduced |
| RPS Advisory Solutions LLC | 6,689 | $2.99M | 2.76% | +6,689 | New |
| Sageworth Trust Co | 6,696 | $2.99M | 0.19% | +4,318+181.6% | Added |
| Coastwise Capital Group, LLC | 6,713 | $3.00M | 2.86% | −38−0.6% | Reduced |
| Primoris Wealth Advisors, LLC | 6,733 | $3.01M | 2.40% | −317−4.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 6,741 | $3.01M | 0.96% | +33+0.5% | Added |
| Spectrum Strategic Capital Management, LLC | 6,747 | $3.02M | 2.21% | +94+1.4% | Added |
| Navalign, LLC | 6,756 | $3.02M | 0.95% | +33+0.5% | Added |
| Eads & Heald Wealth Management | 6,764 | $3.02M | 1.46% | −389−5.4% | Reduced |
| Private Management Group Inc | 6,769 | $3.03M | 0.12% | +532+8.5% | Added |
| Rosenberg Matthew Hamilton | 6,627 | $3.03M | 0.89% | −774−10.5% | Reduced |
| Hara Capital LLC | 6,777 | $3.03M | 1.94% | −109−1.6% | Reduced |
| Talisman Wealth Advisors LLC | 6,778 | $3.03M | 3.50% | +45+0.7% | Added |
| Castleview Partners, LLC | 6,781 | $3.03M | 1.72% | −220−3.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 6,782 | $3.03M | 2.61% | +281+4.3% | Added |
| WestHill Financial Advisors, Inc. | 6,782 | $3.03M | 0.74% | −339−4.8% | Reduced |
| BigSur Wealth Management LLC | 6,785 | $3.03M | 0.93% | +112+1.7% | Added |
| Jackson Creek Investment Advisors LLC | 6,790 | $3.04M | 1.11% | −34−0.5% | Reduced |
| Cortland Associates Inc | 6,789 | $3.04M | 0.38% | +506+8.1% | Added |
| RVW Wealth, LLC | 6,796 | $3.04M | 0.30% | +1,177+20.9% | Added |
| Twin Focus Capital Partners, LLC | 6,797 | $3.04M | 0.49% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 6,797 | $3.04M | 1.99% | +17+0.3% | Added |
| Seven Eight Capital, LP | 6,798 | $3.04M | 0.32% | −9,780−59.0% | Reduced |
| Capasso Planning Partners LLC | 6,811 | $3.04M | 0.99% | +1,309+23.8% | Added |
| Kelly Lawrence W & Associates Inc | 6,834 | $3.05M | 0.70% | +388+6.0% | Added |
| Northern Capital Management, Inc. | 6,836 | $3.06M | 2.04% | +56+0.8% | Added |
| Investmark Advisory Group LLC | 6,843 | $3.06M | 1.63% | +645+10.4% | Added |
| Parkside Advisors LLC | 6,844 | $3.06M | 0.78% | −1,360−16.6% | Reduced |
| Kaizen Financial Strategies | 7,239 | $3.06M | 1.91% | −307−4.1% | Reduced |
| First International Bank & Trust | 6,863 | $3.07M | 1.06% | −206−2.9% | Reduced |
| Element Pointe Advisors, LLC | 6,863 | $3.07M | 0.78% | −27−0.4% | Reduced |
| Napatree Capital LLC | 6,867 | $3.07M | 2.49% | +2,956+75.6% | Added |
| Root Financial Partners, LLC | 6,874 | $3.07M | 0.72% | +46+0.7% | Added |
| WealthCollab, LLC | 6,878 | $3.07M | 2.21% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6,880 | $3.08M | 0.82% | −200−2.8% | Reduced |
| West Wealth Group, LLC | 6,886 | $3.08M | 1.09% | 00.0% | Unchanged |
| Brooktree Capital Management | 6,889 | $3.08M | 2.63% | −1,595−18.8% | Reduced |
| FF Advisors,LLC | 6,924 | $3.09M | 2.18% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 6,924 | $3.09M | 1.59% | +290+4.4% | Added |
| Retirement Capital Strategies | 6,927 | $3.10M | 1.24% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 6,982 | $3.10M | 2.15% | −237−3.3% | Reduced |
| Lipe & Dalton | 6,933 | $3.10M | 1.67% | −50−0.7% | Reduced |
| CMG Global Holdings, LLC | 6,936 | $3.10M | 2.05% | −13−0.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,938 | $3.10M | 0.66% | +100+1.5% | Added |
| Gill Capital Partners, LLC | 6,941 | $3.10M | 1.20% | +76+1.1% | Added |
| Kennon-Green & Company, LLC | 6,942 | $3.10M | 2.85% | +1,451+26.4% | Added |
| Conscious Wealth Investments, LLC | 6,986 | $3.11M | 2.23% | +25+0.4% | Added |
| Private Capital Management, LLC | 6,954 | $3.11M | 0.37% | −243−3.4% | Reduced |
| Riversedge Advisors, LLC | 6,968 | $3.11M | 0.76% | +319+4.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 6,970 | $3.12M | 1.27% | +1,574+29.2% | Added |
| Proquility Private Wealth Partners, LLC | 6,972 | $3.12M | 1.06% | +27+0.4% | Added |
| Keeler Thomas Management LLC | 6,980 | $3.12M | 1.06% | −286−3.9% | Reduced |