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
- 5,270
- +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
- 2,257 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 10,335 | $4.62M | 3.51% | 00.0% | Unchanged |
| Sachetta, LLC | 10,929 | $4.62M | 2.01% | +297+2.8% | Added |
| GoalVest Advisory LLC | 10,366 | $4.63M | 1.48% | −1,253−10.8% | Reduced |
| Wormser Freres Gestion | 10,033 | $4.63M | 3.02% | +1,429+16.6% | Added |
| Davies Financial Advisors, Inc. | 10,381 | $4.64M | 4.33% | −464−4.3% | Reduced |
| Libra Wealth LLC | 10,398 | $4.65M | 2.01% | +1,001+10.7% | Added |
| Pictet Bank & Trust Ltd | 10,438 | $4.65M | 4.74% | +280+2.8% | Added |
| Etesian Wealth Advisors, Inc. | 10,407 | $4.65M | 2.61% | +178+1.7% | Added |
| ASB Consultores, LLC | 10,431 | $4.66M | 1.67% | −6,551−38.6% | Reduced |
| Strata Wealth Advisors, LLC | 10,435 | $4.66M | 1.61% | +69+0.7% | Added |
| Luts & Greenleigh Group, Inc | 10,450 | $4.67M | 4.86% | +10,450 | New |
| Independent Wealth Network Inc. | 10,461 | $4.68M | 2.18% | −224−2.1% | Reduced |
| Financial Sense Advisors, Inc. | 10,477 | $4.68M | 1.48% | +89+0.9% | Added |
| Signature Wealth Management Group | 10,480 | $4.68M | 2.05% | +220+2.1% | Added |
| Access Financial Services, Inc. | 10,485 | $4.69M | 2.13% | −21−0.2% | Reduced |
| Peninsula Wealth, LLC | 10,337 | $4.69M | 0.88% | −29−0.3% | Reduced |
| STAR Financial Bank | 10,509 | $4.70M | 3.62% | −1,118−9.6% | Reduced |
| Arcataur Capital Management LLC | 10,528 | $4.71M | 1.68% | −25−0.2% | Reduced |
| RW Investment Management LLC | 10,532 | $4.71M | 0.64% | −623−5.6% | Reduced |
| Evolution Wealth Advisors, LLC | 10,525 | $4.71M | 0.92% | +1,613+18.1% | Added |
| New England Asset Management Inc | 10,540 | $4.71M | 0.78% | −2,670−20.2% | Reduced |
| First National Bank | 10,567 | $4.72M | 3.49% | −351−3.2% | Reduced |
| FDx Advisors, Inc. | 10,575 | $4.73M | 1.31% | −32,675−75.5% | Reduced |
| JFS Wealth Advisors, LLC | 10,578 | $4.73M | 0.37% | −427−3.9% | Reduced |
| Rational Advisors LLC | 10,586 | $4.73M | 0.46% | −94−0.9% | Reduced |
| Greenup Street Wealth Management LLC | 10,592 | $4.73M | 1.11% | −1,382−11.5% | Reduced |
| Unique Wealth, LLC | 10,594 | $4.74M | 1.24% | +1,489+16.4% | Added |
| Samalin Investment Counsel, LLC | 10,601 | $4.74M | 2.21% | −54−0.5% | Reduced |
| Cascade Investment Advisors, Inc. | 10,621 | $4.75M | 3.20% | +45+0.4% | Added |
| Madden Securities Corp | 10,623 | $4.75M | 2.10% | −55−0.5% | Reduced |
| Prentice Wealth Management LLC | 10,633 | $4.75M | 1.55% | +47+0.4% | Added |
| Gould Capital, LLC | 10,637 | $4.75M | 3.35% | −105−1.0% | Reduced |
| HF Advisory Group, LLC | 10,642 | $4.76M | 2.46% | +296+2.9% | Added |
| CKW Financial Group | 10,444 | $4.77M | 0.61% | +20.0% | Added |
| PCA Investment Advisory Services Inc. | 10,674 | $4.77M | 2.50% | +65+0.6% | Added |
| TSFG, LLC | 10,691 | $4.78M | 1.12% | +179+1.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 10,699 | $4.78M | 1.37% | +1,324+14.1% | Added |
| Nvest Financial, LLC | 10,711 | $4.79M | 2.94% | +45+0.4% | Added |
| Semus Wealth Partners LLC | 10,712 | $4.79M | 3.70% | +100+0.9% | Added |
| Fermata Advisors, LLC | 10,718 | $4.79M | 1.10% | +28+0.3% | Added |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 10,728 | $4.79M | 1.99% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 10,730 | $4.80M | 2.99% | +20.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 10,730 | $4.80M | 1.78% | −16−0.1% | Reduced |
| Rockingstone Advisors LLC | 10,750 | $4.80M | 2.47% | +53+0.5% | Added |
| Keynote Financial Services LLC | 10,778 | $4.82M | 4.03% | +284+2.7% | Added |
| Alesco Advisors LLC | 10,791 | $4.82M | 0.16% | −86−0.8% | Reduced |
| Front Street Capital Management, Inc. | 10,878 | $4.82M | 0.92% | −30−0.3% | Reduced |
| Robinswood Financial LLC | 10,794 | $4.82M | 1.95% | +961+9.8% | Added |
| Shaker Investments LLC | 10,798 | $4.83M | 2.10% | +2,359+28.0% | Added |
| Delphi Financial Group, Inc. | 10,800 | $4.83M | 2.72% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 10,817 | $4.83M | 4.77% | +595+5.8% | Added |
| FFT Wealth Management LLC | 10,823 | $4.84M | 0.43% | +182+1.7% | Added |
| Omnia Family Wealth, LLC | 10,848 | $4.85M | 2.05% | +389+3.7% | Added |
| Crew Capital Management, Ltd. | 10,860 | $4.85M | 3.88% | +225+2.1% | Added |
| Ti-Trust, Inc | 10,867 | $4.86M | 3.74% | −2,575−19.2% | Reduced |
| Quad-Cities Investment Group, LLC | 10,899 | $4.87M | 2.69% | −87−0.8% | Reduced |
| Proffitt & Goodson Inc | 10,901 | $4.87M | 0.86% | +280+2.6% | Added |
| Cladis Investment Advisory, LLC | 10,904 | $4.87M | 3.53% | −199−1.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 10,905 | $4.87M | 3.70% | −3,002−21.6% | Reduced |
| Kessler Investment Group, LLC | 10,905 | $4.87M | 2.63% | +64+0.6% | Added |
| Financial Council Asset Management Inc | 10,922 | $4.88M | 2.73% | −108−1.0% | Reduced |
| Prosperitas Financial LLC | 10,923 | $4.88M | 2.98% | −11−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 10,929 | $4.88M | 0.87% | +1,500+15.9% | Added |
| Redmond Asset Management, LLC | 10,935 | $4.89M | 1.61% | −445−3.9% | Reduced |
| Cim, LLC | 11,975 | $4.89M | 0.74% | +792+7.1% | Added |
| Whitford Management LLC | 10,948 | $4.89M | 2.85% | +1,507+16.0% | Added |
| Evernest Financial Advisors, LLC | 10,992 | $4.91M | 2.20% | +503+4.8% | Added |
| Redwood Wealth Management Group, LLC | 11,014 | $4.92M | 3.71% | +10+0.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 11,044 | $4.94M | 2.43% | +1,375+14.2% | Added |
| D.B. Root & Company, LLC | 11,051 | $4.94M | 1.69% | −162−1.4% | Reduced |
| Hillsdale Investment Management Inc. | 11,055 | $4.94M | 0.39% | +876+8.6% | Added |
| Virginia Wealth Management Group, Inc. | 11,060 | $4.94M | 4.06% | −38−0.3% | Reduced |
| James J. Burns & Company, LLC | 11,074 | $4.95M | 0.97% | +6,903+165.5% | Added |
| Ellenbecker Investment Group | 11,090 | $4.96M | 1.00% | +446+4.2% | Added |
| Counterweight Ventures, LLC | 11,109 | $4.97M | 3.75% | +188+1.7% | Added |
| GenTrust, LLC | 11,110 | $4.97M | 0.27% | +1,901+20.6% | Added |
| Cavalier Investments, LLC | 11,169 | $4.99M | 1.54% | +305+2.8% | Added |
| Royal Harbor Partners, LLC | 11,194 | $5.00M | 2.07% | −2,394−17.6% | Reduced |
| WR Wealth Planners, LLC | 11,201 | $5.01M | 1.53% | +185+1.7% | Added |
| Taylor Hoffman Wealth Management | 10,984 | $5.02M | 2.04% | +215+2.0% | Added |
| Asset Management Group, Inc. | 11,232 | $5.02M | 0.94% | +935+9.1% | Added |
| Northstar Group, Inc. | 11,238 | $5.02M | 0.95% | −200−1.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 11,244 | $5.03M | 0.77% | +527+4.9% | Added |
| Crestline Management, LP | 11,253 | $5.03M | 0.39% | −10,275−47.7% | Reduced |
| Gables Capital Management Inc. | 11,253 | $5.03M | 2.63% | +170+1.5% | Added |
| tru Independence LLC | 11,253 | $5.03M | 1.52% | +412+3.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 11,254 | $5.03M | 1.73% | −30.0% | Reduced |
| KWB Wealth | 11,962 | $5.03M | 0.69% | −62−0.5% | Reduced |
| Smith Shellnut Wilson LLC | 11,261 | $5.03M | 2.44% | 00.0% | Unchanged |
| LongView Wealth Management | 11,265 | $5.03M | 1.86% | −217−1.9% | Reduced |
| Zimmer Partners, LP | 11,300 | $5.05M | 0.10% | 00.0% | Unchanged |
| Artal Group S.A. | 11,300 | $5.05M | 0.13% | +8,800+352.0% | Added |
| Menard Financial Group LLC | 11,301 | $5.05M | 3.60% | +360+3.3% | Added |
| Pine Harbor Wealth Management, LLC | 11,308 | $5.05M | 2.97% | +210+1.9% | Added |
| MB, Levis & Associates, LLC | 11,309 | $5.05M | 2.66% | −10.0% | Reduced |
| Peterson Wealth Management | 11,309 | $5.05M | 3.12% | +1,239+12.3% | Added |
| Marvin & Palmer Associates Inc | 7,308 | $5.06M | 5.18% | −4,709−39.2% | Reduced |
| Oxford Wealth Group, LLC | 11,329 | $5.06M | 3.48% | +2,559+29.2% | Added |
| Bullock Wealth Management Group | 11,101 | $5.07M | 3.32% | −195−1.7% | Reduced |
| Argent Advisors, Inc. | 11,345 | $5.07M | 2.01% | −808−6.6% | Reduced |