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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 11,388 | $5.09M | 0.37% | −78−0.7% | Reduced |
| Advanced Portfolio Management, LLC | 11,388 | $5.09M | 3.51% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 11,415 | $5.10M | 2.42% | +44+0.4% | Added |
| MeadowBrook Investment Advisors LLC | 11,451 | $5.12M | 4.85% | −135−1.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 11,453 | $5.12M | 4.84% | +566+5.2% | Added |
| Cooper/Haims Advisors, LLC | 11,469 | $5.13M | 2.88% | +2,531+28.3% | Added |
| Guidance Capital, Inc | 12,268 | $5.13M | 1.68% | +212+1.8% | Added |
| Left Brain Wealth Management, LLC | 11,501 | $5.14M | 2.40% | +251+2.2% | Added |
| Burt Wealth Advisors | 11,502 | $5.14M | 1.35% | −308−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 11,509 | $5.14M | 2.46% | −142−1.2% | Reduced |
| Elevated Capital Advisors, LLC | 11,520 | $5.15M | 1.45% | +864+8.1% | Added |
| WealthBridge Capital Management, LLC | 11,520 | $5.15M | 1.70% | −547−4.5% | Reduced |
| Todd Asset Management LLC | 11,551 | $5.16M | 0.11% | −172−1.5% | Reduced |
| Blackhawk Capital Partners LLC. | 11,569 | $5.17M | 3.12% | +544+4.9% | Added |
| Ambassador Advisors, LLC | 11,576 | $5.17M | 0.94% | −802−6.5% | Reduced |
| Ssi Investment Management LLC | 11,586 | $5.18M | 0.40% | −9−0.1% | Reduced |
| Emerald Advisors, LLC | 11,644 | $5.20M | 0.79% | +102+0.9% | Added |
| Fortem Financial Group, LLC | 11,657 | $5.21M | 2.24% | −14−0.1% | Reduced |
| Raleigh Capital Management Inc. | 11,657 | $5.21M | 2.22% | +1,036+9.8% | Added |
| Capstone Triton Financial Group, LLC | 11,683 | $5.22M | 3.66% | −100−0.8% | Reduced |
| Cypress Wealth Services, LLC | 11,702 | $5.23M | 1.16% | +503+4.5% | Added |
| DAGCO, Inc. | 11,715 | $5.24M | 2.32% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 11,726 | $5.24M | 0.75% | +84+0.7% | Added |
| Mendel Capital Management LLC | 11,730 | $5.24M | 3.39% | −42−0.4% | Reduced |
| Horizon Wealth Management, LLC | 11,753 | $5.25M | 1.25% | −969−7.6% | Reduced |
| Palouse Capital Management, Inc. | 11,755 | $5.25M | 3.53% | −334−2.8% | Reduced |
| Altus Wealth Group LLC | 11,779 | $5.26M | 2.64% | −333−2.7% | Reduced |
| Cacti Asset Management LLC | 11,630 | $5.27M | 0.43% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 11,790 | $5.27M | 1.90% | −52−0.4% | Reduced |
| Sierra Capital LLC | 11,793 | $5.27M | 0.70% | −40.0% | Reduced |
| Cook Wealth Management Group LLC | 12,604 | $5.27M | 2.85% | +5,289+72.3% | Added |
| Brookmont Capital Management | 11,802 | $5.27M | 2.88% | −285−2.4% | Reduced |
| Bouchey Financial Group Ltd | 11,805 | $5.28M | 0.50% | +391+3.4% | Added |
| Commons Capital, LLC | 11,805 | $5.28M | 6.36% | +730+6.6% | Added |
| Forza Wealth Management, LLC | 11,808 | $5.28M | 2.72% | −106−0.9% | Reduced |
| Towercrest Capital Management | 11,818 | $5.28M | 0.87% | −10−0.1% | Reduced |
| Crescent Sterling, Ltd. | 11,823 | $5.28M | 5.06% | −412−3.4% | Reduced |
| Dudley & Shanley, Inc. | 11,824 | $5.28M | 0.91% | −10−0.1% | Reduced |
| CCG Wealth Management, LLC | 11,829 | $5.29M | 2.98% | +759+6.9% | Added |
| Cahill Financial Advisors Inc | 11,833 | $5.29M | 0.72% | −42−0.4% | Reduced |
| Schulhoff & Co Inc | 11,840 | $5.29M | 2.39% | +16+0.1% | Added |
| Coston, McIsaac & Partners | 11,842 | $5.29M | 1.67% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 11,852 | $5.30M | 1.94% | +115+1.0% | Added |
| Barings LLC | 11,859 | $5.30M | 0.13% | −7,933−40.1% | Reduced |
| BEAM Asset Management, LLC | 11,866 | $5.30M | 1.77% | +8,288+231.6% | Added |
| UBS Oconnor LLC | 11,881 | $5.31M | 0.15% | +1,793+17.8% | Added |
| Hikari Tsushin, Inc. | 11,889 | $5.31M | 0.41% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 11,907 | $5.32M | 0.87% | +196+1.7% | Added |
| Fortis Group Advisors, LLC | 11,924 | $5.33M | 1.06% | −4,637−28.0% | Reduced |
| Wealthquest Corp | 11,933 | $5.33M | 0.57% | −196−1.6% | Reduced |
| Orion Capital Management LLC | 11,940 | $5.34M | 2.81% | −80−0.7% | Reduced |
| Levy Wealth Management Group, LLC | 11,965 | $5.35M | 1.37% | +41+0.3% | Added |
| Channing Global Advisors, LLC | 11,969 | $5.35M | 4.48% | −20.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 11,975 | $5.35M | 1.72% | −149−1.2% | Reduced |
| Amplius Wealth Advisors, LLC | 11,982 | $5.36M | 0.60% | −1,202−9.1% | Reduced |
| Brown Financial Advisors | 11,995 | $5.36M | 2.40% | +11,995 | New |
| Absoluto Partners Gestao de Recursos Ltda | 11,996 | $5.36M | 2.84% | +30+0.3% | Added |
| Gitterman Wealth Management, LLC | 11,997 | $5.36M | 2.07% | −23−0.2% | Reduced |
| Walker Asset Management, LLC | 12,012 | $5.37M | 3.61% | −192−1.6% | Reduced |
| Advus Financial Partners, LLC | 12,019 | $5.37M | 1.64% | −216−1.8% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $5.37M | 2.18% | −135−1.1% | Reduced |
| Forte Asset Management LLC | 12,030 | $5.38M | 3.17% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,050 | $5.39M | 2.64% | −1,640−12.0% | Reduced |
| KKM Financial LLC | 12,386 | $5.39M | 2.55% | +60+0.5% | Added |
| Investment Advisory Group, LLC | 12,059 | $5.39M | 2.08% | +787+7.0% | Added |
| River Street Advisors LLC | 12,059 | $5.39M | 3.35% | +521+4.5% | Added |
| Tilia Fiduciary Partners, Inc. | 12,083 | $5.40M | 4.22% | −67−0.6% | Reduced |
| Wynn Capital, LLC | 12,086 | $5.40M | 4.00% | +279+2.4% | Added |
| Terra Nova Asset Management LLC | 12,114 | $5.41M | 4.27% | +16+0.1% | Added |
| Stevens Capital Management LP | 12,136 | $5.42M | 1.83% | +12,136 | New |
| Sustainable Insight Capital Management, LLC | 12,147 | $5.43M | 2.72% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 13,385 | $5.43M | 1.16% | +961+7.7% | Added |
| Alan B. Lancz & Associates, Inc. | 12,168 | $5.44M | 5.38% | +12,168 | New |
| Affiance Financial, LLC | 12,185 | $5.45M | 1.42% | +515+4.4% | Added |
| Purus Wealth Management, LLC | 12,190 | $5.45M | 2.41% | +1,047+9.4% | Added |
| Wolff Wiese Magana LLC | 12,190 | $5.45M | 4.33% | +19+0.2% | Added |
| Green Square Capital Advisors LLC | 12,193 | $5.45M | 0.75% | −3,329−21.4% | Reduced |
| Robbins Farley LLC | 12,206 | $5.46M | 2.90% | +617+5.3% | Added |
| Sonnipe Ltd | 12,220 | $5.46M | 0.57% | −5,497−31.0% | Reduced |
| Paragon Advisors, LLC | 12,231 | $5.47M | 1.99% | +80+0.7% | Added |
| Cahaba Wealth Management, Inc. | 12,263 | $5.48M | 0.48% | −617−4.8% | Reduced |
| Gilbert & Cook, Inc. | 12,264 | $5.48M | 0.80% | −442−3.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,580 | $5.48M | 1.13% | −662−4.3% | Reduced |
| REDW Wealth LLC | 12,289 | $5.49M | 1.44% | −570−4.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,295 | $5.50M | 0.02% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 12,317 | $5.50M | 2.48% | −62−0.5% | Reduced |
| Ullmann Financial Group, Inc. | 12,325 | $5.51M | 0.79% | +579+4.9% | Added |
| Covenant Partners, LLC | 12,326 | $5.51M | 1.67% | 00.0% | Unchanged |
| Capital Management Associates | 12,377 | $5.53M | 6.55% | −96−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 12,379 | $5.53M | 1.50% | +35+0.3% | Added |
| Old North State Trust, LLC | 12,381 | $5.53M | 4.78% | +76+0.6% | Added |
| CM Wealth Advisors LLC | 12,385 | $5.54M | 2.63% | +849+7.4% | Added |
| Cohen Investment Advisors LLC | 17,599 | $5.56M | 4.47% | −493−2.7% | Reduced |
| ERn Financial, LLC | 12,435 | $5.56M | 0.92% | +187+1.5% | Added |
| Midwest Professional Planners, LTD. | 12,462 | $5.57M | 1.86% | +699+5.9% | Added |
| Advisory Services & Investments, LLC | 12,465 | $5.57M | 3.87% | −2,404−16.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 12,482 | $5.58M | 3.47% | −43−0.3% | Reduced |
| Sandy Cove Advisors, LLC | 12,485 | $5.58M | 2.48% | −512−3.9% | Reduced |
| Great Point Wealth Advisors, LLC | 12,501 | $5.59M | 1.28% | −75−0.6% | Reduced |
| BIP Wealth, LLC | 12,506 | $5.59M | 0.46% | −416−3.2% | Reduced |