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
- 2,256 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 | 6,238 | $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 |
|---|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | 13,571 | $6.07M | 2.75% | −802−5.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,573 | $6.07M | 3.25% | −220−1.6% | Reduced |
| Seven Mile Advisory | 13,594 | $6.08M | 4.47% | −688−4.8% | Reduced |
| Prospect Capital Advisors, LLC | 13,595 | $6.08M | 2.56% | +90+0.7% | Added |
| Aspen Grove Capital, LLC | 13,617 | $6.09M | 1.43% | −1,701−11.1% | Reduced |
| LifeSteps Financial, Inc. | 13,618 | $6.09M | 5.02% | −154−1.1% | Reduced |
| Grant/GrossMendelsohn, LLC | 13,634 | $6.09M | 2.79% | −907−6.2% | Reduced |
| Viewpoint Capital Management LLC | 13,636 | $6.09M | 3.73% | +194+1.4% | Added |
| Jacobsen Capital Management | 13,645 | $6.10M | 2.72% | +834+6.5% | Added |
| Eagle Bay Advisors LLC | 13,653 | $6.10M | 3.70% | −544−3.8% | Reduced |
| Karpas Strategies, LLC | 13,654 | $6.10M | 1.91% | −326−2.3% | Reduced |
| Compass Ion Advisors, LLC | 14,513 | $6.11M | 0.87% | +134+0.9% | Added |
| Veracity Capital LLC | 13,661 | $6.11M | 2.55% | −3,129−18.6% | Reduced |
| Permanens Capital L.P. | 13,665 | $6.11M | 0.62% | +1,470+12.1% | Added |
| Archer Investment Corp | 13,687 | $6.12M | 1.79% | +1,293+10.4% | Added |
| Taylor & Morgan Wealth Management, LLC | 13,688 | $6.12M | 4.33% | −183−1.3% | Reduced |
| Otter Creek Advisors, LLC | 13,700 | $6.12M | 3.97% | +6,750+97.1% | Added |
| Aberdeen Wealth Management LLC | 13,702 | $6.12M | 4.14% | −749−5.2% | Reduced |
| Trustco Bank Corp N Y | 13,716 | $6.13M | 6.52% | +175+1.3% | Added |
| Capital Performance Advisors LLP | 13,724 | $6.13M | 2.33% | +208+1.5% | Added |
| Gibbs Wealth Management | 13,732 | $6.14M | 2.48% | +4,128+43.0% | Added |
| Stableford Capital II LLC | 13,852 | $6.14M | 2.41% | −789−5.4% | Reduced |
| Naples Money Management LLC | 13,475 | $6.15M | 5.25% | +101+0.8% | Added |
| McLean Asset Management Corp | 13,230 | $6.17M | 2.00% | +161+1.2% | Added |
| NewSquare Capital LLC | 13,817 | $6.18M | 0.53% | +572+4.3% | Added |
| Trueblood Wealth Management, LLC | 13,822 | $6.18M | 3.49% | −12−0.1% | Reduced |
| O'Rourke & Company, Inc | 13,832 | $6.18M | 3.48% | +142+1.0% | Added |
| Seeds Investor LLC | 13,859 | $6.19M | 3.18% | +2,118+18.0% | Added |
| HMS Capital Management, LLC | 13,898 | $6.21M | 3.24% | +500+3.7% | Added |
| Hemington Wealth Management | 13,900 | $6.21M | 2.09% | +385+2.8% | Added |
| Certified Advisory Corp | 13,899 | $6.21M | 0.78% | +1,175+9.2% | Added |
| Total Clarity Wealth Management, Inc. | 13,913 | $6.22M | 2.16% | +484+3.6% | Added |
| AllGen Financial Advisors, Inc. | 13,942 | $6.23M | 2.36% | +92+0.7% | Added |
| ABLE Financial Group, LLC | 13,951 | $6.24M | 2.25% | +141+1.0% | Added |
| Hartford Funds Management Co LLC | 14,001 | $6.26M | 0.59% | +401+2.9% | Added |
| Taika Capital, LP | 14,013 | $6.26M | 4.99% | −6,587−32.0% | Reduced |
| Shoker Investment Counsel, Inc. | 14,015 | $6.26M | 2.21% | −985−6.6% | Reduced |
| Thornburg Investment Management Inc | 14,016 | $6.26M | 0.09% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 24,004 | $6.27M | 3.76% | +11,249+88.2% | Added |
| Monterey Private Wealth, Inc. | 14,039 | $6.27M | 2.35% | +729+5.5% | Added |
| Global Trust Asset Management, LLC | 14,062 | $6.29M | 2.53% | +282+2.0% | Added |
| Greenline Partners, LLC | 13,768 | $6.29M | 0.96% | +3,517+34.3% | Added |
| AA Financial Advisors, LLC | 14,073 | $6.29M | 2.22% | +1,161+9.0% | Added |
| Jeppson Wealth Management, LLC | 14,074 | $6.29M | 2.40% | +166+1.2% | Added |
| ORBA Wealth Advisors, L.L.C. | 14,088 | $6.30M | 3.26% | +867+6.6% | Added |
| Creative Financial Designs Inc | 14,099 | $6.30M | 0.56% | −283−2.0% | Reduced |
| Oak Family Advisors, LLC | 14,102 | $6.30M | 2.40% | −1,303−8.5% | Reduced |
| Gratus Wealth Advisors, LLC | 14,466 | $6.32M | 1.09% | −451−3.0% | Reduced |
| Worth Financial Advisory Group, LLC | 14,153 | $6.33M | 4.15% | +985+7.5% | Added |
| Madden Advisory Services, Inc. | 14,155 | $6.33M | 3.22% | +60+0.4% | Added |
| Red Spruce Capital, LLC | 14,156 | $6.33M | 2.94% | −82−0.6% | Reduced |
| Game Plan Financial Advisors, LLC | 14,156 | $6.33M | 3.12% | +176+1.3% | Added |
| Powers Advisory Group, LLC | 14,160 | $6.33M | 3.45% | +29+0.2% | Added |
| Fosun International Ltd | 14,173 | $6.33M | 2.14% | 00.0% | Unchanged |
| Athena Investment Management | 14,175 | $6.34M | 3.84% | −211−1.5% | Reduced |
| JPL Wealth Management, LLC | 14,177 | $6.34M | 3.10% | +2,041+16.8% | Added |
| Second Line Capital, LLC | 14,186 | $6.34M | 1.94% | +3,132+28.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 14,190 | $6.34M | 6.67% | −47−0.3% | Reduced |
| Global Endowment Management, LP | 14,211 | $6.35M | 0.67% | −288−2.0% | Reduced |
| Clay Northam Wealth Management, LLC | 14,214 | $6.35M | 4.82% | +20+0.1% | Added |
| Sunpointe, LLC | 14,221 | $6.36M | 4.13% | +718+5.3% | Added |
| Cape Investment Advisory, Inc. | 14,222 | $6.36M | 2.86% | +135+1.0% | Added |
| TFC Financial Management | 14,254 | $6.37M | 1.12% | −313−2.1% | Reduced |
| Trust Co of the South | 14,301 | $6.39M | 1.51% | −42−0.3% | Reduced |
| Port Capital LLC | 14,301 | $6.39M | 0.32% | −15−0.1% | Reduced |
| Lodestone Wealth Management LLC | 14,307 | $6.39M | 3.40% | +75+0.5% | Added |
| Reik & Co., LLC | 14,335 | $6.41M | 1.66% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 14,345 | $6.41M | 1.71% | −1,640−10.3% | Reduced |
| Berkeley Capital Partners, LLC | 14,348 | $6.41M | 1.93% | +433+3.1% | Added |
| Saxon Interests, Inc. | 14,367 | $6.42M | 3.05% | +100+0.7% | Added |
| Murphy Pohlad Asset Management LLC | 14,369 | $6.42M | 2.77% | −1,914−11.8% | Reduced |
| Traveka Wealth, LLC | 14,388 | $6.43M | 3.14% | +245+1.7% | Added |
| Hourglass Capital, LLC | 14,393 | $6.43M | 1.91% | −24−0.2% | Reduced |
| Maia Wealth LLC | 14,174 | $6.43M | 1.94% | +14,174 | New |
| Bowman & Co S.C. | 14,397 | $6.44M | 3.72% | +985+7.3% | Added |
| Waddell & Associates, LLC | 14,411 | $6.44M | 0.85% | −74−0.5% | Reduced |
| First National Bank of Hutchinson | 14,424 | $6.45M | 4.12% | −61−0.4% | Reduced |
| Steele Capital Management, Inc. | 14,435 | $6.45M | 0.36% | +229+1.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 14,436 | $6.45M | 3.39% | −136−0.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,460 | $6.46M | 4.20% | +109+0.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 14,465 | $6.47M | 4.37% | −66−0.5% | Reduced |
| Capstone Financial Advisors, Inc. | 14,470 | $6.47M | 0.43% | −53−0.4% | Reduced |
| Lakehouse Capital Pty Ltd | 14,472 | $6.47M | 4.53% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 14,475 | $6.47M | 2.29% | +516+3.7% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 14,478 | $6.47M | 4.28% | −86−0.6% | Reduced |
| Ocean Capital Management, LLC | 14,491 | $6.48M | 2.15% | −60.0% | Reduced |
| Integris Wealth Management, LLC | 14,522 | $6.49M | 1.87% | −202−1.4% | Reduced |
| Barr E S & Co | 14,530 | $6.49M | 0.43% | +60+0.4% | Added |
| HAP Trading, LLC | 14,534 | $6.50M | 2.83% | +14,534 | New |
| Mitchell & Pahl Private Wealth, LLC | 14,550 | $6.50M | 3.43% | −229−1.5% | Reduced |
| Jmac Enterprises LLC | 14,558 | $6.51M | 1.14% | −287−1.9% | Reduced |
| Cetera Trust Company, N.A | 14,562 | $6.51M | 4.09% | −1,076−6.9% | Reduced |
| Fernwood Investment Management, LLC | 14,563 | $6.51M | 2.02% | −4,054−21.8% | Reduced |
| Eisler Capital (US) LLC | 14,576 | $6.51M | 1.23% | +2,947+25.3% | Added |
| Perkins Capital Management Inc | 14,576 | $6.51M | 6.14% | −550−3.6% | Reduced |
| Rockport Wealth LLC | 14,591 | $6.52M | 2.75% | +145+1.0% | Added |
| Alta Fox Capital Management, LLC | 14,600 | $6.53M | 4.14% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 14,602 | $6.53M | 1.07% | +161+1.1% | Added |
| Waterfront Wealth Inc. | 14,616 | $6.53M | 1.77% | −296−2.0% | Reduced |
| Gilman Hill Asset Management, LLC | 14,628 | $6.54M | 1.18% | −3,418−18.9% | Reduced |