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 |
|---|---|---|---|---|---|
| Peoples Bank | 9,296 | $4.15M | 2.16% | +1,470+18.8% | Added |
| Winton Group Ltd | 9,297 | $4.16M | 0.28% | +9,297 | New |
| Capitol Family Office, Inc. | 9,300 | $4.16M | 5.56% | −339−3.5% | Reduced |
| Tributary Capital Management, LLC | 9,313 | $4.16M | 0.34% | −355−3.7% | Reduced |
| Ellis Investment Partners, LLC | 9,315 | $4.16M | 0.88% | +636+7.3% | Added |
| Iams Wealth Management, LLC | 9,322 | $4.17M | 2.28% | +1,453+18.5% | Added |
| Paragon Financial Partners, Inc. | 9,325 | $4.17M | 3.25% | −72−0.8% | Reduced |
| Accel Wealth Management | 9,339 | $4.17M | 1.67% | +2,292+32.5% | Added |
| Apeiron RIA LLC | 9,354 | $4.18M | 1.28% | +11+0.1% | Added |
| Black Swift Group, LLC | 9,359 | $4.18M | 0.97% | +2,029+27.7% | Added |
| HT Partners LLC | 9,378 | $4.19M | 1.48% | −33−0.4% | Reduced |
| Flaharty Asset Management, LLC | 9,393 | $4.20M | 0.62% | −25−0.3% | Reduced |
| Opal Wealth Advisors, LLC | 9,402 | $4.20M | 1.35% | −777−7.6% | Reduced |
| Alliance Wealth Advisors, LLC | 9,410 | $4.21M | 2.65% | −44−0.5% | Reduced |
| Focused Wealth Management, Inc | 9,414 | $4.21M | 0.62% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 9,419 | $4.21M | 3.11% | +3,217+51.9% | Added |
| Titleist Asset Management, LLC | 9,424 | $4.21M | 0.64% | +1,092+13.1% | Added |
| Legacy Advisory Services, LLC | 9,425 | $4.21M | 3.85% | +231+2.5% | Added |
| Ninepoint Partners LP | 9,429 | $4.21M | 0.45% | +969+11.5% | Added |
| KC Investment Advisors, LLC | 9,439 | $4.22M | 2.10% | −269−2.8% | Reduced |
| TMD Wealth Management, LLC | 9,448 | $4.22M | 0.93% | −224−2.3% | Reduced |
| Lumbard & Kellner, LLC | 9,452 | $4.22M | 2.00% | −228−2.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 9,485 | $4.24M | 1.25% | −2,039−17.7% | Reduced |
| Indie Asset Partners, LLC | 9,496 | $4.24M | 3.38% | +283+3.1% | Added |
| Midwest Financial Group LLC | 9,517 | $4.25M | 2.71% | +303+3.3% | Added |
| Insight Inv LLC | 9,557 | $4.27M | 3.69% | +180+1.9% | Added |
| Mason & Associates Inc | 9,580 | $4.28M | 1.14% | +803+9.1% | Added |
| Clark Financial Services Group Inc | 9,580 | $4.28M | 4.52% | +17+0.2% | Added |
| CoreFirst Bank & Trust | 9,581 | $4.28M | 2.88% | −290−2.9% | Reduced |
| Richard W. Paul & Associates, LLC | 9,587 | $4.28M | 1.65% | +110+1.2% | Added |
| Barrett & Company, Inc. | 9,600 | $4.29M | 1.94% | −35−0.4% | Reduced |
| Fairbanks Capital Management, Inc. | 9,610 | $4.30M | 2.82% | +157+1.7% | Added |
| Integral Investment Advisors, Inc. | 9,495 | $4.30M | 1.59% | +464+5.1% | Added |
| Massachusetts Wealth Management | 9,640 | $4.31M | 2.89% | +25+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 9,641 | $4.31M | 3.30% | +41+0.4% | Added |
| Source Financial Advisors LLC | 9,646 | $4.31M | 1.33% | −589−5.8% | Reduced |
| Pullen Investment Management, LLC | 9,667 | $4.32M | 3.58% | +34+0.4% | Added |
| Rbo & Co LLC | 9,670 | $4.32M | 0.77% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 9,672 | $4.32M | 1.04% | −133−1.4% | Reduced |
| Clarity Wealth Advisors, LLC | 9,686 | $4.33M | 1.40% | −217−2.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 9,686 | $4.33M | 1.08% | +87+0.9% | Added |
| Engine No. 1 LLC | 9,700 | $4.34M | 4.55% | −9,366−49.1% | Reduced |
| Affinity Capital Advisors, LLC | 9,700 | $4.34M | 0.91% | −20−0.2% | Reduced |
| Clear Rock Advisors, LLC | 9,711 | $4.34M | 1.85% | +87+0.9% | Added |
| Lodestar Private Asset Management LLC | 9,747 | $4.36M | 0.60% | +524+5.7% | Added |
| Alta Wealth Advisors LLC | 9,754 | $4.36M | 2.18% | +120+1.2% | Added |
| Leibman Financial Services, Inc. | 9,755 | $4.36M | 3.24% | +10+0.1% | Added |
| Integrity Financial Corp | 9,758 | $4.36M | 2.73% | −16−0.2% | Reduced |
| Pring Turner Capital Group Inc | 9,766 | $4.36M | 3.05% | +153+1.6% | Added |
| BlackDiamond Wealth Management Inc. | 10,849 | $4.37M | 2.87% | +1,297+13.6% | Added |
| Exchange Bank | 9,776 | $4.37M | 3.71% | −652−6.3% | Reduced |
| Herr Investment Group LLC | 9,787 | $4.37M | 1.29% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 9,831 | $4.39M | 1.64% | +1,006+11.4% | Added |
| Kapstone Financial Advisors LLC | 9,833 | $4.39M | 2.88% | +443+4.7% | Added |
| Tyler-Stone Wealth Management | 9,841 | $4.40M | 1.81% | −189−1.9% | Reduced |
| Monticello Wealth Management, LLC | 9,848 | $4.40M | 0.41% | −32−0.3% | Reduced |
| Invenio Wealth Partners LLC | 9,860 | $4.41M | 2.18% | +192+2.0% | Added |
| Riverpark Capital Management LLC | 9,872 | $4.41M | 5.85% | +182+1.9% | Added |
| Goldstein Advisors, LLC | 9,875 | $4.41M | 0.74% | +276+2.9% | Added |
| Oak Asset Management, LLC | 9,891 | $4.42M | 1.62% | +20+0.2% | Added |
| Hoxton Planning & Management, LLC | 9,930 | $4.44M | 2.06% | +182+1.9% | Added |
| Triad Wealth Partners, LLC | 9,942 | $4.44M | 2.33% | +2,925+41.7% | Added |
| Sterling Investment Management, Inc. | 9,946 | $4.45M | 3.38% | −941−8.6% | Reduced |
| Wagner Wealth Management, LLC | 9,948 | $4.45M | 1.33% | +674+7.3% | Added |
| Droms Strauss Advisors Inc | 9,967 | $4.46M | 1.61% | +5,199+109.0% | Added |
| Patriot Investment Management Inc. | 9,972 | $4.46M | 0.35% | −640−6.0% | Reduced |
| Symphony Financial Services, Inc. | 7,665 | $4.46M | 3.87% | +7,665 | New |
| Ion Asset Management Ltd. | 10,000 | $4.47M | 0.30% | −6,000−37.5% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 10,000 | $4.47M | 2.37% | +10,000 | New |
| PFW Advisors LLC | 10,007 | $4.47M | 1.42% | −1,048−9.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,010 | $4.47M | 2.21% | +55+0.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,027 | $4.48M | 3.70% | −1,402−12.3% | Reduced |
| Well Done, LLC | 10,028 | $4.48M | 0.93% | −617−5.8% | Reduced |
| Swisher Financial Concepts, Inc. | 9,775 | $4.49M | 4.55% | −146−1.5% | Reduced |
| McAlister, Sweet & Associates, Inc. | 10,076 | $4.50M | 3.23% | −384−3.7% | Reduced |
| Sandler Capital Management | 10,091 | $4.51M | 0.89% | −15,800−61.0% | Reduced |
| Carson Advisory Inc. | 10,118 | $4.52M | 3.17% | +129+1.3% | Added |
| Affinity Investment Advisors, LLC | 10,125 | $4.53M | 3.40% | −310−3.0% | Reduced |
| Mainsail Financial Group, LLC | 10,142 | $4.53M | 2.67% | −797−7.3% | Reduced |
| Alternative Investment Advisors, LLC. | 10,150 | $4.54M | 2.59% | −447−4.2% | Reduced |
| Landaas & Co | 10,157 | $4.54M | 1.38% | +120+1.2% | Added |
| Perissos Private Wealth Management, LLC | 10,158 | $4.54M | 4.07% | +337+3.4% | Added |
| Oxinas Partners Wealth Management LLC | 10,175 | $4.55M | 3.03% | −182−1.8% | Reduced |
| Riverview Trust Co | 10,195 | $4.56M | 4.32% | −3,793−27.1% | Reduced |
| Hamilton Capital, LLC | 10,200 | $4.56M | 0.35% | −1,019−9.1% | Reduced |
| Three Seasons Wealth, LLC | 10,218 | $4.57M | 2.53% | +248+2.5% | Added |
| Game Creek Capital, LP | 10,225 | $4.57M | 2.54% | −125−1.2% | Reduced |
| Falcon Wealth Planning | 10,232 | $4.57M | 0.59% | +1,299+14.5% | Added |
| MWA Asset Management | 10,233 | $4.57M | 3.26% | −10−0.1% | Reduced |
| Nottingham Advisors, Inc. | 10,242 | $4.58M | 0.54% | +3,690+56.3% | Added |
| Mirabella Financial Services LLP | 10,244 | $4.58M | 0.33% | −2,512−19.7% | Reduced |
| Gladius Capital Management LP | 10,252 | $4.58M | 4.58% | +3,438+50.5% | Added |
| Patrick M Sweeney & Associates, Inc | 10,266 | $4.59M | 3.71% | +331+3.3% | Added |
| Keene & Associates, Inc. | 10,267 | $4.59M | 3.74% | −252−2.4% | Reduced |
| Privium Fund Management B.V. | 10,000 | $4.59M | 1.17% | −400−3.8% | Reduced |
| Knightsbridge Asset Management, LLC | 10,297 | $4.60M | 1.14% | +176+1.7% | Added |
| Conway Capital Management, Inc. | 10,300 | $4.60M | 2.31% | +500+5.1% | Added |
| Diversified Investment Strategies, LLC | 10,317 | $4.61M | 3.22% | −340−3.2% | Reduced |
| Driehaus Capital Management LLC | 10,327 | $4.62M | 0.04% | −90−0.9% | Reduced |
| RF&L Wealth Management, LLC | 10,335 | $4.62M | 3.51% | 00.0% | Unchanged |