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 |
|---|---|---|---|---|---|
| Eldridge Investment Advisors, Inc. | 6,992 | $3.13M | 0.79% | +415+6.3% | Added |
| Braun-Bostich & Associates Inc. | 6,999 | $3.13M | 2.33% | −2,032−22.5% | Reduced |
| Olstein Capital Management, L.P. | 7,000 | $3.13M | 0.56% | 00.0% | Unchanged |
| New World Advisors LLC | 7,006 | $3.13M | 0.87% | +50+0.7% | Added |
| Arlington Partners LLC | 7,015 | $3.14M | 1.56% | −315−4.3% | Reduced |
| Creekmur Asset Management LLC | 7,020 | $3.14M | 0.81% | +519+8.0% | Added |
| Onyx Financial Advisors, LLC | 7,028 | $3.14M | 1.88% | −10−0.1% | Reduced |
| Sage Private Wealth Group, LLC | 7,038 | $3.15M | 2.65% | +896+14.6% | Added |
| Olistico Wealth, LLC | 7,042 | $3.15M | 2.01% | +96+1.4% | Added |
| Jessup Wealth Management, Inc | 7,062 | $3.16M | 1.35% | −141−2.0% | Reduced |
| Idaho Trust Bank | 7,062 | $3.16M | 1.61% | +1,707+31.9% | Added |
| Lavaca Capital LLC | 7,062 | $3.16M | 1.72% | +74+1.1% | Added |
| DecisionPoint Financial, LLC | 7,563 | $3.16M | 1.06% | −28−0.4% | Reduced |
| TD Capital Management LLC | 7,093 | $3.17M | 0.33% | +28+0.4% | Added |
| Wolf Group Capital Advisors | 7,094 | $3.17M | 1.25% | +1,489+26.6% | Added |
| Cranbrook Wealth Management, LLC | 7,097 | $3.17M | 0.78% | +2,214+45.3% | Added |
| Optivise Advisory Services LLC | 7,101 | $3.17M | 1.71% | +7,101 | New |
| Pinnacle Wealth Management, LLC | 7,110 | $3.18M | 3.97% | −152−2.1% | Reduced |
| WMG Financial Advisors, LLC | 7,114 | $3.18M | 1.68% | +1,435+25.3% | Added |
| Eight 31 Financial LLC | 7,120 | $3.18M | 2.43% | −26−0.4% | Reduced |
| Montis Financial, LLC | 7,124 | $3.18M | 1.46% | −345−4.6% | Reduced |
| Nia Impact Advisors, LLC | 7,127 | $3.19M | 1.14% | +531+8.1% | Added |
| Detalus Advisors, LLC | 7,136 | $3.19M | 1.09% | +472+7.1% | Added |
| Goldstone Financial Group, LLC | 7,138 | $3.19M | 0.64% | +1,632+29.6% | Added |
| Gerber, LLC | 7,140 | $3.19M | 2.51% | +16+0.2% | Added |
| ZRC Wealth Management, LLC | 7,141 | $3.19M | 1.51% | +19+0.3% | Added |
| SFG Wealth Management, LLC. | 7,145 | $3.19M | 1.82% | −80−1.1% | Reduced |
| Resolute Wealth Strategies, LLC | 7,147 | $3.19M | 1.84% | −104−1.4% | Reduced |
| Silverleafe Capital Partners, LLC | 7,152 | $3.20M | 1.10% | −5−0.1% | Reduced |
| Sutton Place Investors LLC | 7,164 | $3.20M | 2.13% | −6,246−46.6% | Reduced |
| Tevis Investment Management | 7,166 | $3.20M | 2.57% | +241+3.5% | Added |
| Park Edge Advisors, LLC | 7,191 | $3.21M | 0.98% | −509−6.6% | Reduced |
| Taylor Financial Group, Inc. | 7,199 | $3.22M | 2.47% | −85−1.2% | Reduced |
| Aigen Investment Management, LP | 7,207 | $3.22M | 0.63% | +7,207 | New |
| Advisory Resource Group | 7,207 | $3.22M | 0.73% | −81−1.1% | Reduced |
| Intrepid Financial Planning Group LLC | 7,211 | $3.22M | 1.38% | −151−2.1% | Reduced |
| Tennessee Valley Asset Management Partners | 7,222 | $3.23M | 0.61% | +1,437+24.8% | Added |
| Power Wealth Management LLC | 7,230 | $3.23M | 1.54% | −432−5.6% | Reduced |
| Spotlight Asset Group, Inc. | 7,240 | $3.24M | 2.26% | −272−3.6% | Reduced |
| Aldebaran Financial Inc. | 7,240 | $3.24M | 4.48% | +1,033+16.6% | Added |
| Calton & Associates, Inc. | 7,242 | $3.24M | 1.62% | −238−3.2% | Reduced |
| Safeguard Financial, LLC | 7,251 | $3.24M | 0.90% | +560+8.4% | Added |
| Correct Capital Wealth Management | 7,259 | $3.24M | 0.76% | +1,170+19.2% | Added |
| First Citizens Financial Corp | 7,268 | $3.25M | 1.92% | −265−3.5% | Reduced |
| Watershed Private Wealth LLC | 7,269 | $3.25M | 1.38% | +4+0.1% | Added |
| Whalen Wealth Management Inc. | 7,273 | $3.25M | 2.58% | −39−0.5% | Reduced |
| Old North State Wealth Management, LLC | 7,258 | $3.25M | 2.14% | +391+5.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 7,281 | $3.25M | 1.11% | −134−1.8% | Reduced |
| LWM Advisory Services, LLC | 7,282 | $3.25M | 2.74% | −1,378−15.9% | Reduced |
| Heritage Wealth Partners, LLC | 7,289 | $3.26M | 4.72% | +36+0.5% | Added |
| Vivid Wealth Management, LLC | 7,302 | $3.26M | 1.83% | −4,468−38.0% | Reduced |
| Southern Capital Advisors, LLC | 7,304 | $3.26M | 2.02% | −370−4.8% | Reduced |
| Pecaut & Co. | 7,305 | $3.27M | 1.23% | +10.0% | Added |
| Full Sail Capital, LLC | 7,307 | $3.27M | 0.22% | +116+1.6% | Added |
| Sunflower Bank, N.A. | 7,322 | $3.27M | 0.77% | −608−7.7% | Reduced |
| Rakuten Securities, Inc. | 7,329 | $3.28M | 1.41% | −3,868−34.5% | Reduced |
| Shira Ridge Wealth Management | 7,339 | $3.28M | 1.83% | +20.0% | Added |
| Acima Private Wealth, LLC | 7,357 | $3.29M | 1.21% | −49−0.7% | Reduced |
| ICONIQ Capital, LLC | 7,358 | $3.29M | 0.07% | +3,680+100.1% | Added |
| Townsend & Associates, Inc | 7,746 | $3.29M | 0.37% | −136−1.7% | Reduced |
| Hilltop Partners LLC | 7,373 | $3.30M | 1.22% | +584+8.6% | Added |
| Sage Capital Management, LLC | 7,377 | $3.30M | 1.73% | +9+0.1% | Added |
| New Insight Wealth Advisors | 7,381 | $3.30M | 1.94% | +184+2.6% | Added |
| Cassady Schiller Wealth Management, LLC | 7,382 | $3.30M | 1.34% | −851−10.3% | Reduced |
| Human Investing LLC | 7,393 | $3.30M | 0.64% | +72+1.0% | Added |
| Willner & Heller, LLC | 7,416 | $3.31M | 3.18% | −73−1.0% | Reduced |
| Tillman Hartley LLC | 7,418 | $3.32M | 1.13% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 7,422 | $3.32M | 1.53% | +189+2.6% | Added |
| Orrstown Financial Services Inc | 7,434 | $3.32M | 1.75% | −206−2.7% | Reduced |
| Secured Retirement Advisors, LLC | 7,444 | $3.33M | 2.59% | +672+9.9% | Added |
| Magnolia Capital Advisors LLC | 7,463 | $3.34M | 1.87% | +7,463 | New |
| Copperwynd Financial, LLC | 7,990 | $3.34M | 1.09% | +1,036+14.9% | Added |
| Davidson Capital Management Inc. | 7,483 | $3.34M | 1.03% | +590+8.6% | Added |
| Oder Investment Management, LLC | 7,501 | $3.35M | 3.04% | −16−0.2% | Reduced |
| Hill Island Financial LLC | 7,530 | $3.37M | 1.10% | +150+2.0% | Added |
| Farrow Financial Inc. | 7,540 | $3.37M | 2.30% | +68+0.9% | Added |
| Lynx Capital Group Ltd | 7,541 | $3.37M | 2.33% | −149−1.9% | Reduced |
| Windmill Hill Asset Management Ltd | 7,543 | $3.37M | 1.41% | −1,137−13.1% | Reduced |
| Values Added Financial LLC | 7,551 | $3.37M | 2.43% | +2,089+38.2% | Added |
| Lion Street Advisors, LLC | 7,556 | $3.38M | 1.25% | +257+3.5% | Added |
| Fonville Wealth Management LLC | 7,565 | $3.38M | 1.34% | +424+5.9% | Added |
| Wallace Advisory Group, LLC | 7,574 | $3.39M | 2.44% | +492+6.9% | Added |
| Waycross Investment Management Co | 7,575 | $3.39M | 3.27% | −915−10.8% | Reduced |
| Syntax Research, Inc. | 7,578 | $3.39M | 2.68% | +30.0% | Added |
| 49 Wealth Management, LLC | 7,416 | $3.39M | 0.67% | +1,851+33.3% | Added |
| Alhambra Investment Partners LLC | 7,585 | $3.39M | 1.86% | −151−2.0% | Reduced |
| Lakewood Asset Management LLC | 7,590 | $3.39M | 2.36% | −85−1.1% | Reduced |
| Scientech Research LLC | 7,590 | $3.39M | 0.70% | +6,359+516.6% | Added |
| Evergreen Wealth Solutions, LLC | 7,595 | $3.39M | 2.41% | +133+1.8% | Added |
| New Wave Wealth Advisors LLC | 7,599 | $3.40M | 1.82% | +7,599 | New |
| Ariadne Wealth Management, LP | 7,606 | $3.40M | 3.00% | +7,606 | New |
| Pine Ridge Advisers LLC | 7,610 | $3.40M | 0.36% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 7,611 | $3.40M | 1.22% | +424+5.9% | Added |
| Firestone Capital Management | 7,611 | $3.40M | 0.93% | +124+1.7% | Added |
| WealthCare Investment Partners, LLC | 7,616 | $3.40M | 1.58% | −293−3.7% | Reduced |
| Audent Global Asset Management, LLC | 7,621 | $3.41M | 3.55% | −1,390−15.4% | Reduced |
| Heritage Wealth Management, LLC | 7,636 | $3.41M | 1.89% | −868−10.2% | Reduced |
| Heritage Family Offices, LLP | 7,636 | $3.41M | 1.89% | +7,636 | New |
| Pettinga Financial Advisors, LLC | 7,640 | $3.41M | 0.86% | +586+8.3% | Added |
| Beaird Harris Wealth Management, LLC | 7,644 | $3.42M | 0.32% | +1,741+29.5% | Added |