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 |
|---|---|---|---|---|---|
| Foresight Capital Management Advisors, Inc. | 7,648 | $3.42M | 2.31% | −55−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 7,657 | $3.42M | 0.37% | −18−0.2% | Reduced |
| New Covenant Trust Company, N.A. | 7,831 | $3.42M | 3.94% | −212−2.6% | Reduced |
| FSA Advisors, Inc. | 7,813 | $3.43M | 3.57% | −508−6.1% | Reduced |
| First National Corp | 7,675 | $3.43M | 0.82% | −780−9.2% | Reduced |
| Joseph Group Capital Management | 7,686 | $3.44M | 1.78% | +357+4.9% | Added |
| Wescott Financial Advisory Group, LLC | 7,709 | $3.45M | 0.40% | +3,733+93.9% | Added |
| Castle Wealth Management LLC | 7,727 | $3.45M | 1.65% | +10+0.1% | Added |
| Round Hill Asset Management | 7,734 | $3.46M | 2.20% | −225−2.8% | Reduced |
| Meridian Wealth Partners, LLC | 7,746 | $3.46M | 0.61% | +505+7.0% | Added |
| MPS Loria Financial Planners, LLC | 7,752 | $3.46M | 1.12% | +788+11.3% | Added |
| Iron Financial, LLC | 7,761 | $3.47M | 1.95% | +62+0.8% | Added |
| 17 Capital Partners, LLC | 7,762 | $3.47M | 2.47% | −2,477−24.2% | Reduced |
| Stamos Capital Partners, L.P. | 7,780 | $3.48M | 0.74% | +1,380+21.6% | Added |
| Dimension Capital Management LLC | 7,788 | $3.48M | 0.71% | −1,191−13.3% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 7,791 | $3.48M | 3.25% | −143−1.8% | Reduced |
| Brendel Financial Advisors LLC | 7,796 | $3.48M | 2.22% | +7,796 | New |
| Glass Jacobson Investment Advisors llc | 7,802 | $3.49M | 1.27% | −50−0.6% | Reduced |
| First Affirmative Financial Network | 7,803 | $3.49M | 2.42% | +472+6.4% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,804 | $3.49M | 1.33% | +528+7.3% | Added |
| Sterneck Capital Management, LLC | 7,819 | $3.49M | 1.98% | +10+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 7,825 | $3.50M | 0.85% | −10.0% | Reduced |
| XR Securities LLC | 7,827 | $3.50M | 5.90% | −2,635−25.2% | Reduced |
| Sym Financial Corp | 7,839 | $3.50M | 0.56% | +840+12.0% | Added |
| Camarda Financial Advisors, LLC | 7,840 | $3.50M | 1.38% | +5,043+180.3% | Added |
| Merrion Investment Management Co, LLC | 7,851 | $3.51M | 2.41% | 00.0% | Unchanged |
| CTC LLC | 7,884 | $3.52M | 0.26% | −353,514−97.8% | Reduced |
| Williamson Legacy Group, LLC | 7,886 | $3.52M | 2.62% | +75+1.0% | Added |
| Collective Family Office LLC | 7,893 | $3.53M | 1.04% | +737+10.3% | Added |
| Abel Hall, LLC | 7,903 | $3.53M | 2.50% | +354+4.7% | Added |
| SJS Investment Consulting Inc. | 7,926 | $3.54M | 0.69% | −84−1.0% | Reduced |
| Gsa Capital Partners LLP | 7,928 | $3.54M | 0.25% | +2,345+42.0% | Added |
| NorthStar Asset Management LLC | 7,929 | $3.54M | 2.46% | +91+1.2% | Added |
| Washburn Capital Management, Inc. | 7,929 | $3.54M | 2.53% | −146−1.8% | Reduced |
| Southland Equity Partners LLC | 7,946 | $3.55M | 1.01% | −1,022−11.4% | Reduced |
| Outlook Wealth Advisors, LLC | 7,947 | $3.55M | 1.71% | +264+3.4% | Added |
| Genesee Capital Advisors, LLC | 7,949 | $3.55M | 1.74% | −216−2.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 7,971 | $3.56M | 1.25% | −57−0.7% | Reduced |
| Clearwater Capital Advisors, LLC | 7,972 | $3.56M | 0.38% | +464+6.2% | Added |
| Heartwood Wealth Advisors LLC | 7,974 | $3.56M | 0.43% | +1,819+29.6% | Added |
| Precedent Wealth Partners, LLC | 7,977 | $3.57M | 1.44% | +379+5.0% | Added |
| Safeguard Investment Advisory Group, LLC | 7,989 | $3.57M | 1.11% | +313+4.1% | Added |
| Forest Hill Capital, LLC | 8,000 | $3.58M | 2.95% | 00.0% | Unchanged |
| Meridian Financial, LLC | 8,002 | $3.58M | 2.59% | −25−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 8,003 | $3.58M | 2.01% | −142−1.7% | Reduced |
| One Day In July LLC | 8,039 | $3.59M | 0.45% | +705+9.6% | Added |
| Running Point Capital Advisors, LLC | 8,076 | $3.61M | 1.49% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 8,079 | $3.61M | 3.02% | +141+1.8% | Added |
| Fiducient Advisors LLC | 8,082 | $3.61M | 0.50% | −1,035−11.4% | Reduced |
| Weaver Capital Management LLC | 8,100 | $3.62M | 1.16% | +813+11.2% | Added |
| Dalton Investments LLC | 8,100 | $3.62M | 2.06% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 8,747 | $3.62M | 2.38% | −1,685−16.2% | Reduced |
| Criterion Capital Advisors, LLC | 8,106 | $3.62M | 2.28% | +45+0.6% | Added |
| Verum Partners LLC | 8,113 | $3.63M | 1.17% | +228+2.9% | Added |
| Rockbridge Investment Management, LCC | 8,121 | $3.63M | 0.51% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,122 | $3.63M | 1.45% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 8,144 | $3.64M | 2.19% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 8,159 | $3.65M | 3.64% | −92−1.1% | Reduced |
| Heritage Financial Services, LLC | 8,166 | $3.65M | 0.52% | −93−1.1% | Reduced |
| Farrell Financial LLC | 8,178 | $3.66M | 2.85% | +314+4.0% | Added |
| Fidelity D & D Bancorp Inc | 8,186 | $3.66M | 2.77% | −63−0.8% | Reduced |
| Gould Asset Management LLC | 8,190 | $3.66M | 0.84% | +214+2.7% | Added |
| Monte Financial Group, LLC | 8,200 | $3.66M | 1.62% | −637−7.2% | Reduced |
| Alexander Randolph Advisory, Inc. | 8,201 | $3.67M | 3.43% | −188−2.2% | Reduced |
| Activest Wealth Management | 8,209 | $3.67M | 1.21% | +6,267+322.7% | Added |
| Blue Square Asset Management, LLC | 8,248 | $3.69M | 2.15% | +169+2.1% | Added |
| New Capital Management LP | 8,252 | $3.69M | 1.13% | +87+1.1% | Added |
| Vanguard Capital Wealth Advisors | 8,262 | $3.69M | 2.50% | +22+0.3% | Added |
| Bain Capital Public Equity, LP | 8,269 | $3.70M | 4.04% | −851−9.3% | Reduced |
| Walker Financial Services, Inc. | 8,269 | $3.70M | 2.89% | −146−1.7% | Reduced |
| Abacus Wealth Partners, LLC | 8,275 | $3.70M | 0.61% | −676−7.6% | Reduced |
| Lynx Investment Advisory | 8,276 | $3.70M | 2.74% | +8,276 | New |
| NDVR, Inc. | 8,278 | $3.70M | 3.85% | +1,573+23.5% | Added |
| LSP Investment Advisors, LLC | 8,280 | $3.70M | 2.10% | 00.0% | Unchanged |
| TPG Advisors LLC | 8,283 | $3.70M | 3.15% | +8,283 | New |
| M.D. Sass Investors Services, Inc. | 8,288 | $3.70M | 0.30% | +1,680+25.4% | Added |
| Warren Street Wealth Advisors, LLC | 8,288 | $3.70M | 1.85% | −204−2.4% | Reduced |
| High Falls Advisors, Inc | 8,298 | $3.71M | 0.90% | −541−6.1% | Reduced |
| Provident Trust Co | 8,298 | $3.71M | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 8,307 | $3.71M | 1.02% | −1,458−14.9% | Reduced |
| City of London Investment Management Co Ltd | 8,319 | $3.72M | 0.32% | −4,270−33.9% | Reduced |
| Almanack Investment Partners, LLC. | 8,338 | $3.73M | 0.63% | −269−3.1% | Reduced |
| Charter Oak Capital Management, LLC | 8,338 | $3.73M | 0.39% | −507−5.7% | Reduced |
| Private Client Services, LLC | 8,345 | $3.73M | 2.34% | +197+2.4% | Added |
| East Coast Asset Management, LLC. | 8,360 | $3.74M | 1.36% | −66−0.8% | Reduced |
| Legacy Financial Strategies, LLC | 8,118 | $3.74M | 0.90% | +342+4.4% | Added |
| D. Scott Neal, Inc. | 8,386 | $3.75M | 2.09% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 8,402 | $3.76M | 0.94% | −123−1.4% | Reduced |
| Boomfish Wealth Group, LLC | 8,410 | $3.76M | 2.43% | −345−3.9% | Reduced |
| Prentiss Smith & Co Inc | 8,429 | $3.77M | 2.63% | 00.0% | Unchanged |
| American Planning Services, Inc. | 8,443 | $3.77M | 2.65% | +5,558+192.7% | Added |
| Aspire Private Capital, LLC | 8,444 | $3.77M | 0.97% | −103−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 8,444 | $3.77M | 0.07% | −79−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 8,469 | $3.79M | 2.33% | −461−5.2% | Reduced |
| Tsai Capital Corp | 8,481 | $3.79M | 3.73% | +111+1.3% | Added |
| Oliver Luxxe Assets LLC | 8,486 | $3.79M | 0.81% | +176+2.1% | Added |
| Twin Lakes Capital Management, LLC | 8,486 | $3.79M | 2.59% | −6−0.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,489 | $3.79M | 0.92% | −128−1.5% | Reduced |
| Rede Wealth, LLC | 8,500 | $3.80M | 3.50% | +222+2.7% | Added |
| VELA Investment Management, LLC | 8,511 | $3.80M | 1.35% | −17−0.2% | Reduced |