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; 6,247 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 | 6,247 | $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 |
|---|---|---|---|---|---|
| Fairway Wealth LLC | 586 | $261.9K | 0.15% | +586 | New |
| Lauer Wealth, LLC | 577 | $262.4K | 0.21% | +577 | New |
| FC Advisory LLC | 591 | $264.2K | 0.10% | −6−1.0% | Reduced |
| Compass Financial Group, INC | 592 | $264.7K | 0.06% | +17+3.0% | Added |
| Rye Brook Capital LLC | 600 | $268.0K | 0.35% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 604 | $270.0K | 0.18% | −1,608−72.7% | Reduced |
| J. Stern & Co. LLP | 604 | $270.0K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 605 | $270.5K | 0.10% | +300+98.4% | Added |
| Cornerstone Wealth Advisors, Inc. | 606 | $270.7K | 0.08% | +123+25.5% | Added |
| White Wing Wealth Management | 609 | $272.4K | 0.22% | +53+9.5% | Added |
| Private Wealth Advisors | 598 | $272.9K | 0.12% | +1+0.2% | Added |
| Pinnacle Family Advisors, LLC | 616 | $275.1K | 0.15% | −4−0.6% | Reduced |
| Asset Allocation Strategies LLC | 623 | $278.8K | 0.09% | −179−22.3% | Reduced |
| Cornerstone Management, Inc. | 625 | $279.3K | 0.06% | 00.0% | Unchanged |
| Ceera Investments, LLC | 632 | $282.4K | 0.12% | +3+0.5% | Added |
| Ellsworth Advisors, LLC | 632 | $282.5K | 0.08% | −408−39.2% | Reduced |
| Horizons Wealth Management | 648 | $283.2K | 0.23% | −93−12.6% | Reduced |
| Ariston Services Group | 634 | $283.4K | 0.27% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 638 | $285.2K | 0.01% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 649 | $290.1K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 650 | $290.5K | 1.77% | −250−27.8% | Reduced |
| Access Investment Management LLC | 650 | $290.5K | 0.09% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 650 | $290.5K | 0.08% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 650 | $291.0K | 0.08% | +650 | New |
| Fusion Family Wealth LLC | 657 | $293.6K | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 657 | $293.6K | 0.01% | +657 | New |
| Arrien Investments, Inc. | 662 | $295.9K | 0.23% | −121−15.5% | Reduced |
| Mount Lucas Management LP | 672 | $300.4K | 0.11% | +672 | New |
| Stapp Wealth Management, PLLC | 676 | $302.1K | 0.52% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 679 | $303.5K | 0.01% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 679 | $303.5K | 0.23% | +90+15.3% | Added |
| Safir Wealth Advisors, LLC | 680 | $303.9K | 0.25% | 00.0% | Unchanged |
| Greenfield Seitz Capital Management, LLC | 683 | $305.3K | 0.11% | −50−6.8% | Reduced |
| Wall Street Financial Group, Inc. | 689 | $307.9K | 0.52% | +689 | New |
| Hudson Capital Management LLC | 691 | $308.8K | 0.10% | +71+11.5% | Added |
| Aquire Wealth Advisors, LLC | 692 | $309.1K | 0.10% | +82+13.4% | Added |
| Vantage Consulting Group Inc | 700 | $312.9K | 0.23% | −79−10.1% | Reduced |
| JDM Financial Group LLC | 700 | $312.9K | 0.21% | +9+1.3% | Added |
| Shariaportfolio, Inc. | 705 | $315.1K | 0.17% | −30−4.1% | Reduced |
| Elevate Wealth Advisory, Inc | 706 | $315.5K | 0.26% | +102+16.9% | Added |
| Hillcrest Wealth Advisors - NY, LLC | 728 | $325.4K | 0.18% | −76−9.5% | Reduced |
| Praetorian Wealth Management, Inc. | 734 | $328.1K | 0.08% | +734 | New |
| New England Professional Planning Group Inc. | 738 | $329.8K | 0.17% | −41−5.3% | Reduced |
| Mills Wealth Advisors LLC | 743 | $332.1K | 0.24% | −117−13.6% | Reduced |
| Rice Hall James & Associates, LLC | 743 | $332.1K | 0.02% | −24−3.1% | Reduced |
| Skylands Capital, LLC | 745 | $333.0K | 0.05% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 755 | $334.9K | 0.30% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 750 | $335.2K | 0.18% | 00.0% | Unchanged |
| Eq LLC | 755 | $337.6K | 0.20% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 761 | $340.0K | 0.36% | 00.0% | Unchanged |
| J. Goldman & Co LP | 762 | $340.6K | 0.01% | −47,088−98.4% | Reduced |
| Kinloch Capital, LLC | 762 | $340.6K | 0.18% | +762 | New |
| Halpern Financial, Inc. | 765 | $341.9K | 0.09% | −49−6.0% | Reduced |
| Plan Group Financial, LLC | 769 | $343.9K | 0.21% | +157+25.7% | Added |
| Divergent Planning, LLC | 747 | $344.0K | 0.14% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 775 | $346.0K | 0.15% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 776 | $346.8K | 0.20% | −7,325−90.4% | Reduced |
| Buska Wealth Management, LLC | 777 | $347.4K | 0.14% | −45−5.5% | Reduced |
| Lee Johnson Capital Management, LLC | 777 | $347.5K | 0.18% | 00.0% | Unchanged |
| Mycio Wealth Partners, LLC | 779 | $348.2K | 0.09% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 781 | $349.2K | 0.19% | −19−2.4% | Reduced |
| SWP Financial LLC | 782 | $349.5K | 0.23% | −18−2.3% | Reduced |
| Pacific Wealth Management | 782 | $349.6K | 0.18% | +2+0.3% | Added |
| Vawter Financial, Ltd. | 783 | $350.0K | 0.24% | +116+17.4% | Added |
| Private Wealth Group, LLC | 784 | $350.4K | 0.18% | 00.0% | Unchanged |
| Hapanowicz & Associates Financial Services, Inc | 785 | $350.9K | 0.20% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 789 | $352.6K | 0.19% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 792 | $354.0K | 0.13% | +792 | New |
| Thor Investment Management Inc | 794 | $354.9K | 0.28% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 800 | $357.5K | 0.20% | −228−22.2% | Reduced |
| West Tower Group, LLC | 800 | $357.6K | 0.97% | 00.0% | Unchanged |
| EHP Funds Inc. | 800 | $357.6K | 0.18% | +300+60.0% | Added |
| GR Financial Group, LLC | 801 | $358.0K | 0.08% | −45−5.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 803 | $358.9K | 0.10% | −26−3.1% | Reduced |
| Biltmore Wealth Management, LLC | 803 | $359.0K | 0.16% | +1+0.1% | Added |
| Stewardship Advisors, LLC | 804 | $359.3K | 0.12% | +11+1.4% | Added |
| Sterling Investment Advisors LLC | 808 | $361.5K | 0.22% | +31+4.0% | Added |
| ETF Store, Inc. | 811 | $362.4K | 0.37% | −974−54.6% | Reduced |
| Corbyn Investment Management Inc | 813 | $363.4K | 0.15% | +813 | New |
| Tang Capital Management LLC | 814 | $363.6K | 0.04% | +814 | New |
| New Perspectives, Inc | 816 | $364.9K | 0.19% | 00.0% | Unchanged |
| Crosspoint Financial, LLC | 818 | $365.6K | 1.49% | +818 | New |
| Sykon Capital LLC | 818 | $365.6K | 0.14% | −34−4.0% | Reduced |
| 1492 Capital Management LLC | 820 | $366.5K | 0.21% | −70−7.9% | Reduced |
| RCS Financial Planning, LLC | 824 | $368.2K | 0.22% | +301+57.6% | Added |
| Roger Wittlin Investment Advisory, LLC | 829 | $370.5K | 0.24% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 831 | $371.4K | 0.13% | −249−23.1% | Reduced |
| NDWM LLC | 838 | $374.5K | 0.33% | +2+0.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 840 | $375.4K | 0.33% | −97−10.4% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 846 | $378.1K | 0.24% | +271+47.1% | Added |
| Bright Financial Advisors, Inc. | 847 | $378.6K | 0.27% | 00.0% | Unchanged |
| Clark Estates Inc | 853 | $381.2K | 0.07% | 00.0% | Unchanged |
| Certus Wealth Management, LLC | 854 | $381.9K | 0.29% | 00.0% | Unchanged |
| Two West Capital Advisors LLC | 860 | $384.5K | 0.37% | +860 | New |
| Cardinal Capital Management, Inc. | 861 | $384.8K | 0.01% | −41−4.5% | Reduced |
| Alpha Financial Advisors, LLC | 864 | $386.2K | 0.19% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 865 | $386.8K | 0.22% | +370+74.7% | Added |
| Laurel Wealth Planning LLC | 866 | $387.0K | 0.27% | −46−5.0% | Reduced |
| Qsemble Capital Management, LP | 871 | $389.3K | 0.07% | +871 | New |
| Terril Brothers, Inc. | 878 | $392.4K | 0.14% | +20+2.3% | Added |