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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 14,634 | $6.54M | 3.40% | +1,003+7.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,635 | $6.54M | 2.56% | +233+1.6% | Added |
| Kerrisdale Advisers, LLC | 14,655 | $6.55M | 2.05% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 14,655 | $6.55M | 1.66% | −386−2.6% | Reduced |
| Marion Wealth Management | 14,670 | $6.56M | 1.93% | +13+0.1% | Added |
| Dempze Nancy E | 14,692 | $6.57M | 4.51% | +514+3.6% | Added |
| Lewis Asset Management, LLC | 14,692 | $6.57M | 5.02% | +104+0.7% | Added |
| Stanley Capital Management, LLC | 14,695 | $6.57M | 1.34% | +14,695 | New |
| Empirical Asset Management, LLC | 120,854 | $6.57M | 2.47% | +95,521+377.1% | Added |
| Lane & Associates LLC | 14,699 | $6.57M | 3.87% | +6,539+80.1% | Added |
| Morton Community Bank | 14,710 | $6.57M | 1.86% | +514+3.6% | Added |
| Neo Ivy Capital Management | 14,752 | $6.59M | 1.29% | +14,752 | New |
| Center For Asset Management LLC | 14,752 | $6.59M | 4.36% | +996+7.2% | Added |
| Sage Rhino Capital LLC | 14,753 | $6.59M | 1.57% | −925−5.9% | Reduced |
| Colton Groome Financial Advisors, LLC | 14,757 | $6.60M | 2.60% | +271+1.9% | Added |
| Harvey Investment Co LLC | 14,764 | $6.60M | 0.79% | −164−1.1% | Reduced |
| SC&H Financial Advisors, Inc. | 14,766 | $6.60M | 1.62% | +251+1.7% | Added |
| VCI Wealth Management LLC | 14,783 | $6.61M | 3.27% | +7,391+100.0% | Added |
| LexAurum Advisors, LLC | 14,816 | $6.62M | 1.62% | −305−2.0% | Reduced |
| New Century Financial Group, LLC | 14,821 | $6.62M | 2.81% | +3,103+26.5% | Added |
| Consilium Wealth Advisory, LLC | 14,829 | $6.63M | 3.62% | +327+2.3% | Added |
| Sovereign Financial Group, Inc. | 14,844 | $6.63M | 1.65% | +1,162+8.5% | Added |
| Connective Capital Management, LLC | 14,848 | $6.64M | 12.48% | −3,461−18.9% | Reduced |
| Evergreen Private Wealth LLC | 14,877 | $6.65M | 3.28% | +223+1.5% | Added |
| Angeles Investment Advisors, LLC | 14,897 | $6.66M | 0.34% | +2,984+25.0% | Added |
| Quantbot Technologies LP | 14,900 | $6.66M | 0.32% | −6,672−30.9% | Reduced |
| Viawealth, LLC | 14,912 | $6.67M | 4.13% | −24−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 14,944 | $6.68M | 3.80% | 00.0% | Unchanged |
| McAdam, LLC | 14,946 | $6.68M | 0.40% | +1,229+9.0% | Added |
| Beech Hill Advisors, Inc. | 14,976 | $6.69M | 2.76% | −284−1.9% | Reduced |
| Metavasi Capital LP | 15,000 | $6.70M | 3.69% | +15,000 | New |
| New Republic Capital, LLC | 15,018 | $6.71M | 3.37% | +1,764+13.3% | Added |
| Glynn Capital Management LLC | 15,022 | $6.71M | 1.36% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 15,032 | $6.72M | 0.88% | −70−0.5% | Reduced |
| Financial Advisors, LLC | 15,041 | $6.72M | 1.37% | −6,358−29.7% | Reduced |
| Concentrum Wealth Management | 15,049 | $6.73M | 2.83% | +368+2.5% | Added |
| Palumbo Wealth Management LLC | 15,066 | $6.73M | 2.85% | +505+3.5% | Added |
| Global Financial Private Client, LLC | 15,067 | $6.73M | 2.82% | +53+0.4% | Added |
| Lazari Capital Management, Inc. | 15,087 | $6.74M | 3.04% | +778+5.4% | Added |
| TFB Advisors LLC | 15,099 | $6.75M | 2.20% | +1,089+7.8% | Added |
| Altman Advisors, Inc. | 15,100 | $6.75M | 3.84% | +948+6.7% | Added |
| Weaver Consulting Group | 15,106 | $6.75M | 2.36% | −14−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 15,111 | $6.75M | 0.59% | +2,282+17.8% | Added |
| Home Federal Bank of Tennessee | 15,115 | $6.76M | 2.06% | +100+0.7% | Added |
| Gradient Capital Advisors, LLC | 15,122 | $6.76M | 2.42% | −150−1.0% | Reduced |
| Shilanski & Associates, Inc. | 15,124 | $6.76M | 2.28% | −50−0.3% | Reduced |
| Stiles Financial Services Inc | 15,131 | $6.76M | 2.60% | +180+1.2% | Added |
| Quadrant Private Wealth Management, LLC | 15,136 | $6.76M | 1.55% | −7,688−33.7% | Reduced |
| Investors Asset Management of Georgia Inc | 15,144 | $6.77M | 3.29% | −250−1.6% | Reduced |
| Owen LaRue, LLC | 15,145 | $6.77M | 4.19% | −2,090−12.1% | Reduced |
| Granite Group Advisors, LLC | 15,166 | $6.78M | 5.13% | −202−1.3% | Reduced |
| Vista Investment Partners LLC | 15,187 | $6.79M | 2.27% | −591−3.7% | Reduced |
| Wittenberg Investment Management, Inc. | 15,189 | $6.79M | 2.31% | 00.0% | Unchanged |
| W Advisors, LLC | 15,191 | $6.79M | 4.45% | +16+0.1% | Added |
| waypoint wealth counsel | 15,198 | $6.79M | 5.20% | +135+0.9% | Added |
| Werlinich Asset Management, LLC | 15,000 | $6.79M | 4.23% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 15,209 | $6.80M | 2.85% | +50.0% | Added |
| Concorde Financial Corp | 15,233 | $6.81M | 4.47% | +12,333+425.3% | Added |
| 1858 Wealth Management, LLC | 15,261 | $6.82M | 5.66% | +150+1.0% | Added |
| Centric Wealth Management | 16,044 | $6.82M | 1.97% | +54+0.3% | Added |
| Point72 (DIFC) Ltd | 15,269 | $6.82M | 0.61% | +15,269 | New |
| HBC Financial Services, PLLC | 16,005 | $6.83M | 4.35% | −149−0.9% | Reduced |
| Regency Capital Management Inc. | 15,282 | $6.83M | 4.40% | +205+1.4% | Added |
| Centennial Bank | 15,289 | $6.83M | 3.35% | −63−0.4% | Reduced |
| Somerset Group LLC | 15,299 | $6.84M | 6.07% | +437+2.9% | Added |
| W.H. Cornerstone Investments Inc. | 15,298 | $6.84M | 4.85% | +77+0.5% | Added |
| Modus Advisors, LLC | 15,301 | $6.84M | 2.42% | +104+0.7% | Added |
| Duncan Williams Asset Management, LLC | 15,314 | $6.84M | 5.77% | −1,292−7.8% | Reduced |
| First Heartland Consultants, Inc. | 15,341 | $6.86M | 0.68% | +565+3.8% | Added |
| Legacy CG, LLC | 15,351 | $6.86M | 2.34% | −459−2.9% | Reduced |
| Legal Advantage Investments, Inc. | 15,366 | $6.87M | 3.96% | 00.0% | Unchanged |
| AXS Investments LLC | 15,402 | $6.88M | 1.92% | −7,529−32.8% | Reduced |
| Harbor Advisory Corp | 15,453 | $6.91M | 2.39% | +1,076+7.5% | Added |
| ICW Investment Advisors LLC | 15,456 | $6.91M | 3.14% | −360−2.3% | Reduced |
| WNY Asset Management, LLC | 15,460 | $6.91M | 0.92% | −103−0.7% | Reduced |
| Financial Avengers, Inc. | 15,474 | $6.92M | 3.67% | +9+0.1% | Added |
| Sterling Investment Counsel, LLC | 15,488 | $6.92M | 2.72% | +673+4.5% | Added |
| Curated Wealth Partners LLC | 15,500 | $6.93M | 0.97% | +15,500 | New |
| Am Investment Strategies LLC | 15,508 | $6.93M | 1.71% | +199+1.3% | Added |
| WJ Wealth Management, LLC | 15,540 | $6.95M | 2.53% | +2,638+20.4% | Added |
| Aviso Wealth Management | 15,541 | $6.95M | 4.12% | −64−0.4% | Reduced |
| Pineridge Advisors LLC | 15,549 | $6.95M | 2.37% | +17+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 15,411 | $6.95M | 0.13% | −394−2.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 15,608 | $6.98M | 4.20% | +426+2.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 15,609 | $6.98M | 1.93% | −20.0% | Reduced |
| Howard Financial Services, Ltd. | 15,626 | $6.98M | 1.14% | −689−4.2% | Reduced |
| Silver Oak Securities, Inc | 15,637 | $6.99M | 1.05% | +1,094+7.5% | Added |
| Ewa, LLC | 15,724 | $6.99M | 2.90% | +1,879+13.6% | Added |
| Sugarloaf Wealth Management, LLC | 15,659 | $7.00M | 1.42% | +94+0.6% | Added |
| SkyOak Wealth, LLC | 15,661 | $7.00M | 1.63% | −555−3.4% | Reduced |
| Watchman Group, Inc. | 15,689 | $7.01M | 2.24% | +201+1.3% | Added |
| Noesis Capital Mangement Corp | 15,704 | $7.02M | 1.56% | +390+2.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,369 | $7.02M | 0.80% | +45+0.3% | Added |
| Invst, LLC | 15,378 | $7.02M | 0.77% | +1,920+14.3% | Added |
| Acorn Wealth Advisors, LLC | 15,717 | $7.02M | 3.47% | +531+3.5% | Added |
| Atticus Wealth Management, LLC | 15,727 | $7.03M | 2.30% | −780−4.7% | Reduced |
| Sweet Financial Partners, LLC | 15,738 | $7.03M | 1.61% | +315+2.0% | Added |
| Granite Bay Wealth Management, LLC | 15,744 | $7.04M | 3.77% | +2,284+17.0% | Added |
| Kampmann Melissa S. | 15,745 | $7.04M | 5.14% | −320−2.0% | Reduced |
| Legato Capital Management LLC | 15,746 | $7.04M | 0.95% | −4,918−23.8% | Reduced |