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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 8,524 | $3.81M | 2.07% | 00.0% | Unchanged |
| NCP Inc. | 8,531 | $3.81M | 2.41% | +1,689+24.7% | Added |
| Vienna Asset Management LLC | 8,542 | $3.82M | 3.16% | −1,318−13.4% | Reduced |
| Fairscale Capital, LLC | 8,499 | $3.82M | 3.39% | +8,499 | New |
| Ifrah Financial Services, Inc. | 8,547 | $3.82M | 1.08% | −486−5.4% | Reduced |
| Barden Capital Management, Inc. | 8,535 | $3.82M | 3.60% | −149−1.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 8,558 | $3.83M | 2.31% | +254+3.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 8,564 | $3.83M | 0.52% | +5+0.1% | Added |
| Cascade Investment Group, Inc. | 8,568 | $3.83M | 2.99% | −1,371−13.8% | Reduced |
| Vigilare Wealth Management | 8,571 | $3.83M | 1.69% | −126−1.4% | Reduced |
| Requisite Capital Management, LLC | 8,574 | $3.83M | 0.87% | −5,156−37.6% | Reduced |
| Platinum Investment Management Ltd | 8,589 | $3.84M | 0.16% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 8,591 | $3.84M | 0.75% | +2,700+45.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,591 | $3.84M | 1.64% | +189+2.2% | Added |
| Cora Capital Advisors LLC | 8,593 | $3.84M | 1.98% | −20.0% | Reduced |
| VisionPoint Advisory Group, LLC | 8,595 | $3.84M | 1.37% | −588−6.4% | Reduced |
| Clark Asset Management, LLC | 8,596 | $3.84M | 1.06% | +1,187+16.0% | Added |
| Islay Capital Management, LLC | 8,622 | $3.85M | 2.77% | −246−2.8% | Reduced |
| Geneva Capital Management LLC | 8,631 | $3.86M | 0.07% | −2,150−19.9% | Reduced |
| Legacy Bridge, LLC | 8,632 | $3.86M | 2.27% | −118−1.3% | Reduced |
| Salvus Wealth Management, LLC | 8,646 | $3.86M | 2.65% | −222−2.5% | Reduced |
| Legacy Financial Group LLC | 8,652 | $3.87M | 0.76% | +56+0.7% | Added |
| Zimmermann Investment Management & Planning LLC | 8,681 | $3.88M | 1.30% | +85+1.0% | Added |
| Northwest Wealth Management, LLC | 8,686 | $3.88M | 1.01% | +738+9.3% | Added |
| Opes Wealth Management LLC | 8,699 | $3.89M | 0.81% | +466+5.7% | Added |
| Wilson & Boucher Capital Management, LLC | 8,701 | $3.89M | 2.98% | +8+0.1% | Added |
| Interval Partners, LP | 8,701 | $3.89M | 0.11% | +8,701 | New |
| Dechtman Wealth Management, LLC | 8,709 | $3.89M | 0.87% | +82+1.0% | Added |
| Burns Matteson Capital Management, LLC | 8,711 | $3.89M | 2.45% | +486+5.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,716 | $3.90M | 0.95% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 8,731 | $3.90M | 2.12% | +5+0.1% | Added |
| Fiduciary Financial Group, LLC | 8,682 | $3.90M | 0.94% | +8,682 | New |
| Granger Management LLC | 8,745 | $3.91M | 0.65% | +117+1.4% | Added |
| BKM Wealth Management, LLC | 8,767 | $3.92M | 1.88% | −15,591−64.0% | Reduced |
| Sunburst Financial Group, LLC | 8,771 | $3.92M | 1.06% | +44+0.5% | Added |
| Tarbox Family Office, Inc. | 8,788 | $3.93M | 0.69% | 00.0% | Unchanged |
| IAM Advisory, LLC | 8,792 | $3.93M | 1.07% | −41−0.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 8,799 | $3.93M | 1.40% | +145+1.7% | Added |
| Baker Boyer National Bank | 8,806 | $3.94M | 1.38% | −1,350−13.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,809 | $3.94M | 0.80% | −538−5.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,812 | $3.94M | 0.10% | +8,812 | New |
| Delta Capital Management LLC | 8,820 | $3.94M | 2.38% | −10−0.1% | Reduced |
| MKT Advisors LLC | 8,602 | $3.95M | 1.97% | −153−1.7% | Reduced |
| Unique Wealth Strategies, LLC | 9,396 | $3.95M | 1.85% | 00.0% | Unchanged |
| DMG Group, LLC | 8,849 | $3.96M | 3.39% | −244−2.7% | Reduced |
| Northern Financial Advisors Inc | 8,855 | $3.96M | 3.17% | −20−0.2% | Reduced |
| Goepper Burkhardt LLC | 8,857 | $3.96M | 1.79% | +40.0% | Added |
| Baron Wealth Management LLC | 8,872 | $3.97M | 2.05% | +438+5.2% | Added |
| Cantor Fitzgerald, L. P. | 8,895 | $3.98M | 0.80% | −1,869−17.4% | Reduced |
| LWMG, LLC | 8,896 | $3.98M | 0.84% | +1,062+13.6% | Added |
| MRP Capital Investments, LLC | 8,896 | $3.98M | 3.72% | −1,315−12.9% | Reduced |
| Manchester Financial Inc | 8,898 | $3.98M | 0.98% | +1,299+17.1% | Added |
| Fortress Wealth Group, LLC | 8,943 | $3.98M | 2.00% | +391+4.6% | Added |
| Members Wealth LLC | 8,014 | $3.98M | 2.67% | +8,014 | New |
| Evergreen Wealth Management, LLC | 8,916 | $3.98M | 2.64% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 8,917 | $3.99M | 0.33% | +244+2.8% | Added |
| Garner Asset Management Corp | 8,930 | $3.99M | 1.95% | +10+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 8,968 | $4.01M | 1.02% | +7,058+369.5% | Added |
| Wealth Quarterback LLC | 8,971 | $4.01M | 2.27% | +1,214+15.7% | Added |
| BluePath Capital Management, LLC | 8,972 | $4.01M | 2.86% | +369+4.3% | Added |
| LJI Wealth Management, LLC | 8,987 | $4.02M | 0.89% | +49+0.5% | Added |
| Renasant Bank | 9,003 | $4.02M | 2.77% | −2,278−20.2% | Reduced |
| Intrinsic Value Partners, LLC | 9,005 | $4.02M | 4.20% | −29−0.3% | Reduced |
| West Paces Advisors Inc. | 9,013 | $4.03M | 1.05% | −712−7.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 9,042 | $4.04M | 2.35% | +34+0.4% | Added |
| Landscape Capital Management, L.L.C. | 9,043 | $4.04M | 0.34% | +5,105+129.6% | Added |
| Silvia McColl Wealth Management, LLC | 9,054 | $4.05M | 3.35% | −284−3.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 9,061 | $4.05M | 0.49% | −349−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 9,069 | $4.05M | 0.07% | −4,156−31.4% | Reduced |
| Forge First Asset Management Inc. | 9,075 | $4.05M | 1.72% | −9,200−50.3% | Reduced |
| Towerpoint Wealth, LLC | 9,081 | $4.06M | 2.03% | +555+6.5% | Added |
| Laraway Financial Inc | 9,095 | $4.07M | 3.47% | −6−0.1% | Reduced |
| Truvestments Capital LLC | 9,096 | $4.07M | 1.62% | +48+0.5% | Added |
| Norris Financial Group, LLC | 9,096 | $4.07M | 2.12% | −1,176−11.4% | Reduced |
| Palisades Hudson Asset Management, L.P. | 9,096 | $4.07M | 1.87% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 9,107 | $4.07M | 1.47% | +39+0.4% | Added |
| Beacon Capital Management, LLC | 9,117 | $4.07M | 0.75% | +133+1.5% | Added |
| Berkeley, Inc | 9,119 | $4.08M | 2.53% | +20.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 9,120 | $4.08M | 1.79% | −75−0.8% | Reduced |
| Firethorn Wealth Partners, LLC | 9,136 | $4.08M | 2.31% | −33−0.4% | Reduced |
| Pointe Capital Management LLC | 9,139 | $4.08M | 2.53% | −10−0.1% | Reduced |
| VERITY Wealth Advisors | 9,141 | $4.09M | 3.06% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 9,143 | $4.09M | 0.60% | +1,682+22.5% | Added |
| Blackston Financial Advisory Group, LLC | 9,145 | $4.09M | 2.29% | +2,480+37.2% | Added |
| Grace & White Inc | 9,150 | $4.09M | 0.77% | 00.0% | Unchanged |
| MBA Advisors LLC | 9,157 | $4.09M | 2.09% | −338−3.6% | Reduced |
| HighVista Strategies LLC | 9,158 | $4.09M | 1.50% | −3,100−25.3% | Reduced |
| Pathway Financial Advisers, LLC | 9,269 | $4.10M | 1.47% | +74+0.8% | Added |
| Patrick Mauro Investment Advisor, INC. | 9,172 | $4.10M | 2.38% | +1,354+17.3% | Added |
| West Bancorporation Inc | 9,173 | $4.10M | 3.03% | −573−5.9% | Reduced |
| Cross Staff Investments Inc | 9,177 | $4.10M | 3.42% | +20+0.2% | Added |
| Beirne Wealth Consulting Services, LLC | 9,216 | $4.12M | 1.66% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 9,234 | $4.13M | 3.14% | +239+2.7% | Added |
| Tortoise Investment Management, LLC | 9,235 | $4.13M | 0.47% | +358+4.0% | Added |
| Northcape Capital Pty Ltd | 9,240 | $4.13M | 0.61% | −126−1.3% | Reduced |
| Red Wave Investments LLC | 9,248 | $4.13M | 1.52% | +20.0% | Added |
| Mayport, LLC | 9,251 | $4.13M | 1.47% | −42−0.5% | Reduced |
| Alpha DNA Investment Management LLC | 9,268 | $4.14M | 2.35% | −6,192−40.1% | Reduced |
| Advance Capital Management, Inc. | 9,274 | $4.15M | 0.20% | −340−3.5% | Reduced |
| Marshall Financial Group LLC | 9,290 | $4.15M | 1.16% | −53−0.6% | Reduced |