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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 12,555 | $5.61M | 1.05% | −24−0.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,563 | $5.62M | 0.42% | −661−5.0% | Reduced |
| NFP Retirement, Inc. | 12,577 | $5.62M | 0.47% | −232−1.8% | Reduced |
| Spinnaker Investment Group, LLC | 12,579 | $5.62M | 1.55% | +58+0.5% | Added |
| Crystal Rock Capital Management | 12,600 | $5.63M | 3.37% | +600+5.0% | Added |
| Register Financial Advisors LLC | 12,614 | $5.64M | 2.85% | +356+2.9% | Added |
| SAM Advisors, LLC | 12,616 | $5.64M | 2.04% | −124−1.0% | Reduced |
| Investment Partners Asset Management, Inc. | 12,633 | $5.65M | 5.03% | −62−0.5% | Reduced |
| Next Level Private LLC | 12,648 | $5.65M | 2.59% | −75−0.6% | Reduced |
| Masso Torrence Wealth Management Inc. | 12,650 | $5.65M | 3.14% | +53+0.4% | Added |
| Ironwood Financial, llc | 12,658 | $5.66M | 1.27% | +38+0.3% | Added |
| Schear Investment Advisers, LLC | 12,660 | $5.66M | 4.09% | +807+6.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,723 | $5.69M | 3.31% | −139−1.1% | Reduced |
| Semmax Financial Advisors Inc. | 13,750 | $5.69M | 1.71% | −730−5.0% | Reduced |
| HITE Hedge Asset Management LLC | 12,742 | $5.70M | 0.56% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 12,750 | $5.70M | 1.59% | −3,300−20.6% | Reduced |
| Five Oceans Advisors | 12,750 | $5.70M | 2.99% | +2,033+19.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 12,771 | $5.71M | 2.64% | +480+3.9% | Added |
| Finivi Inc. | 12,783 | $5.71M | 4.73% | +68+0.5% | Added |
| Rogco, LP | 12,793 | $5.72M | 2.33% | −593−4.4% | Reduced |
| Indiana Trust & Investment Management CO | 12,796 | $5.72M | 2.10% | +1,060+9.0% | Added |
| Carr Financial Group Corp | 12,802 | $5.72M | 1.82% | +113+0.9% | Added |
| Twinbeech Capital LP | 12,824 | $5.73M | 0.11% | +12,284+2,274.8% | Added |
| Van Den Berg Management I, Inc | 12,828 | $5.73M | 1.70% | −130−1.0% | Reduced |
| Clean Yield Group | 12,845 | $5.74M | 2.14% | −155−1.2% | Reduced |
| Syntegra Private Wealth Group, LLC | 12,861 | $5.75M | 0.73% | +1,427+12.5% | Added |
| Applied Capital LLC | 12,862 | $5.75M | 5.02% | −350−2.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 12,866 | $5.75M | 2.87% | +929+7.8% | Added |
| Peddock Capital Advisors, LLC | 12,871 | $5.75M | 1.48% | −449−3.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,844 | $5.75M | 0.93% | +143+1.1% | Added |
| High Net Worth Advisory Group LLC | 12,883 | $5.76M | 1.75% | −129−1.0% | Reduced |
| Point Break Capital Management, LLC | 12,900 | $5.77M | 6.26% | +12,900 | New |
| Providence First Trust Co | 12,906 | $5.77M | 2.60% | −6,000−31.7% | Reduced |
| Garden State Investment Advisory Services LLC | 12,897 | $5.77M | 1.99% | −79−0.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 12,911 | $5.77M | 1.84% | −22−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 12,927 | $5.78M | 1.08% | −171−1.3% | Reduced |
| E&G Advisors, LP | 12,932 | $5.78M | 1.70% | +275+2.2% | Added |
| Successful Portfolios LLC | 12,957 | $5.79M | 4.05% | −790−5.7% | Reduced |
| Ethos Financial Group, LLC | 12,930 | $5.81M | 1.02% | −879−6.4% | Reduced |
| Wedgewood Investors Inc | 13,013 | $5.82M | 6.91% | +13,013 | New |
| StoneCrest Wealth Management, Inc. | 13,019 | $5.82M | 4.44% | +1,710+15.1% | Added |
| City State Bank | 13,026 | $5.82M | 2.38% | −14−0.1% | Reduced |
| GraniteShares Advisors LLC | 13,051 | $5.83M | 1.94% | −816−5.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 13,054 | $5.83M | 0.45% | +31+0.2% | Added |
| Brass Tax Wealth Management, Inc | 13,055 | $5.83M | 1.14% | +4,361+50.2% | Added |
| Eagle Strategies LLC | 13,084 | $5.85M | 1.12% | −6,149−32.0% | Reduced |
| Sloy Dahl & Holst, LLC | 13,097 | $5.85M | 1.23% | +90+0.7% | Added |
| Sofos Investments, Inc. | 20,082 | $5.85M | 1.46% | −19,579−49.4% | Reduced |
| Smith Anglin Financial, LLC | 13,102 | $5.86M | 0.59% | −283−2.1% | Reduced |
| Howard Capital Management Inc. | 13,104 | $5.86M | 0.58% | +302+2.4% | Added |
| Western Pacific Wealth Management, LP | 13,109 | $5.86M | 4.43% | +106+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 13,125 | $5.87M | 1.96% | −50.0% | Reduced |
| Guardian Asset Advisors, LLC | 13,122 | $5.87M | 4.31% | +474+3.7% | Added |
| William Allan, LLC | 13,126 | $5.87M | 3.92% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,144 | $5.87M | 0.64% | −216−1.6% | Reduced |
| Investors Research Corp | 13,151 | $5.88M | 1.37% | +200+1.5% | Added |
| Fiduciary Family Office, LLC | 13,152 | $5.88M | 2.32% | −1,116−7.8% | Reduced |
| Aletheian Wealth Advisors LLC | 13,163 | $5.88M | 3.10% | −428−3.1% | Reduced |
| Meridian Financial Partners LLC | 13,381 | $5.89M | 3.50% | +13,381 | New |
| ELCO Management Co., LLC | 13,192 | $5.90M | 3.43% | +48+0.4% | Added |
| Aire Advisors, LLC | 13,200 | $5.90M | 1.35% | +2,550+23.9% | Added |
| Compass Wealth Management LLC | 13,205 | $5.90M | 1.46% | +1,011+8.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,206 | $5.90M | 2.38% | −524−3.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 13,213 | $5.91M | 1.42% | +628+5.0% | Added |
| Waypoint Capital Advisors, LLC | 13,216 | $5.91M | 1.48% | +519+4.1% | Added |
| Financial Strategies Group, Inc. | 12,855 | $5.91M | 1.49% | +1,756+15.8% | Added |
| Benchmark Investment Advisors LLC | 13,227 | $5.91M | 4.28% | −528−3.8% | Reduced |
| Lokken Investment Group LLC | 13,229 | $5.91M | 2.78% | +547+4.3% | Added |
| Lakeridge Wealth Management LLC | 13,240 | $5.92M | 3.56% | −147−1.1% | Reduced |
| Lummis Asset Management, LP | 13,247 | $5.92M | 7.82% | +86+0.7% | Added |
| Occudo Quantitative Strategies LP | 13,249 | $5.92M | 1.05% | +6,590+99.0% | Added |
| Reliant Investment Management, LLC | 13,266 | $5.93M | 2.79% | +539+4.2% | Added |
| Wealthspan Partners, LLC | 13,282 | $5.94M | 3.28% | −30.0% | Reduced |
| Financial Advisory Partners, LLC | 13,301 | $5.94M | 2.22% | −526−3.8% | Reduced |
| West Oak Capital, LLC | 13,308 | $5.95M | 2.39% | +233+1.8% | Added |
| Wellspring Financial Advisors, LLC | 13,309 | $5.95M | 0.81% | +376+2.9% | Added |
| Invesco, LLC | 13,313 | $5.95M | 2.49% | −111−0.8% | Reduced |
| Patron Partners Advisors, LLC | 13,327 | $5.96M | 3.50% | −271−2.0% | Reduced |
| Cabot Wealth Management Inc | 13,335 | $5.96M | 0.78% | −62−0.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 13,340 | $5.96M | 1.13% | −758−5.4% | Reduced |
| New England Research & Management, Inc. | 13,355 | $5.97M | 2.87% | −427−3.1% | Reduced |
| Blue Investment Partners LLC | 13,361 | $5.97M | 2.71% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 13,365 | $5.97M | 2.36% | +80+0.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 13,419 | $6.00M | 1.68% | +926+7.4% | Added |
| Redwood Investments, LLC | 14,374 | $6.00M | 2.04% | −2,121−12.9% | Reduced |
| Silphium Asset Management Ltd | 13,453 | $6.01M | 2.88% | +16+0.1% | Added |
| Montz Harcus Wealth Management LLC | 13,494 | $6.03M | 3.91% | +95+0.7% | Added |
| Roof Eidam & Maycock | 13,503 | $6.04M | 1.64% | +30.0% | Added |
| Gemmer Asset Management LLC | 13,504 | $6.04M | 0.65% | −69−0.5% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 13,510 | $6.04M | 3.03% | −234−1.7% | Reduced |
| Harfst & Associates, Inc. | 13,518 | $6.04M | 1.41% | −122−0.9% | Reduced |
| PBMares Wealth Management LLC | 13,525 | $6.05M | 1.48% | +280+2.1% | Added |
| Orser Capital Management, LLC | 13,529 | $6.05M | 4.92% | +50+0.4% | Added |
| Gateway Wealth Partners, LLC | 13,547 | $6.05M | 1.83% | +3,782+38.7% | Added |
| Sanders Morris Harris LLC | 13,548 | $6.06M | 0.99% | 00.0% | Unchanged |
| Parametrica Management Ltd | 13,550 | $6.06M | 8.01% | +2,762+25.6% | Added |
| Quantum Financial Advisors, LLC | 13,555 | $6.06M | 1.06% | +70+0.5% | Added |
| Fullcircle Wealth LLC | 14,134 | $6.06M | 2.97% | +14,134 | New |
| American State Bank (Iowa) | 13,565 | $6.06M | 3.88% | −198−1.4% | Reduced |
| Trilogy Capital Inc. | 13,568 | $6.06M | 0.33% | +7,664+129.8% | Added |