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 |
|---|---|---|---|---|---|
| Arvin Capital Management LP | 15,770 | $7.05M | 3.03% | +6,336+67.2% | Added |
| Crescent Grove Advisors, LLC | 15,774 | $7.05M | 0.77% | −4,569−22.5% | Reduced |
| Gray Wealth Management Inc. | 15,794 | $7.06M | 3.05% | +233+1.5% | Added |
| Prairie Sky Financial Group LLC | 15,801 | $7.06M | 4.39% | −820−4.9% | Reduced |
| Sound Income Strategies, LLC | 15,830 | $7.08M | 0.44% | +1,759+12.5% | Added |
| Seldon Capital LP | 15,834 | $7.08M | 3.87% | 00.0% | Unchanged |
| Diversified, LLC | 15,837 | $7.08M | 0.83% | +3,337+26.7% | Added |
| Burr Financial Services, LLC | 15,838 | $7.08M | 4.94% | −1,849−10.5% | Reduced |
| Accretive Wealth Partners, LLC | 15,840 | $7.08M | 2.96% | +821+5.5% | Added |
| UMA Financial Services, Inc. | 15,771 | $7.09M | 1.31% | +84+0.5% | Added |
| RFP Financial Group LLC | 15,879 | $7.10M | 2.63% | −1,669−9.5% | Reduced |
| MSH Capital Advisors LLC | 15,897 | $7.11M | 2.37% | +10+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 15,902 | $7.11M | 2.23% | −192−1.2% | Reduced |
| Opinicus Capital, Inc. | 15,917 | $7.11M | 6.00% | +133+0.8% | Added |
| Strategic Financial Services, Inc, | 15,919 | $7.12M | 0.45% | −80−0.5% | Reduced |
| Amarillo National Bank | 15,965 | $7.14M | 1.36% | −2,196−12.1% | Reduced |
| Tiff Advisory Services Inc | 15,972 | $7.14M | 2.46% | +15,972 | New |
| Ballast, Inc. | 15,973 | $7.14M | 2.20% | +171+1.1% | Added |
| Summit Asset Management, LLC | 16,024 | $7.16M | 1.48% | +779+5.1% | Added |
| Convergence Financial, LLC | 16,053 | $7.18M | 1.90% | +16,053 | New |
| Lee Financial Co | 16,069 | $7.18M | 1.17% | +10+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 16,075 | $7.18M | 3.70% | +268+1.7% | Added |
| Boothbay Fund Management, LLC | 16,097 | $7.19M | 0.23% | −48,765−75.2% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 16,100 | $7.20M | 5.65% | −1,500−8.5% | Reduced |
| 3Chopt Investment Partners, LLC | 16,114 | $7.20M | 2.20% | +1,561+10.7% | Added |
| Dillon & Associates Inc | 16,119 | $7.21M | 1.05% | +519+3.3% | Added |
| Redhawk Wealth Advisors, Inc. | 16,125 | $7.21M | 1.10% | +2,131+15.2% | Added |
| Chemistry Wealth Management LLC | 16,132 | $7.21M | 1.86% | +818+5.3% | Added |
| Marest Capital, LLC | 16,133 | $7.21M | 6.41% | +37+0.2% | Added |
| S.A. Mason LLC | 16,151 | $7.22M | 4.10% | −132−0.8% | Reduced |
| Banco de Sabadell, S.A | 16,169 | $7.23M | 5.30% | −304−1.8% | Reduced |
| Garrison Point Advisors, LLC | 16,189 | $7.24M | 4.78% | −400−2.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 16,217 | $7.25M | 2.07% | −355−2.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 16,234 | $7.26M | 2.94% | +1,928+13.5% | Added |
| Wealth Architects, LLC | 16,234 | $7.26M | 0.89% | −1,380−7.8% | Reduced |
| C2C Wealth Management, LLC | 16,237 | $7.26M | 7.10% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 16,248 | $7.26M | 3.24% | −50.0% | Reduced |
| WP Advisors, LLC | 16,266 | $7.27M | 2.32% | +689+4.4% | Added |
| Security National Bank of Sioux City Iowa | 16,267 | $7.27M | 5.24% | −441−2.6% | Reduced |
| Atom Investors LP | 16,278 | $7.28M | 0.73% | −1,532−8.6% | Reduced |
| Gs Investments, Inc. | 16,288 | $7.28M | 3.44% | −58−0.4% | Reduced |
| Boltwood Capital Management | 16,302 | $7.29M | 2.28% | −705−4.1% | Reduced |
| Stolper Co | 16,344 | $7.30M | 2.57% | +47+0.3% | Added |
| Delap Wealth Advisory, LLC | 16,354 | $7.31M | 3.36% | −14,978−47.8% | Reduced |
| Essex LLC | 16,406 | $7.33M | 1.64% | −144−0.9% | Reduced |
| RiverPark Advisors, LLC | 16,408 | $7.33M | 6.07% | −350−2.1% | Reduced |
| Sweeney & Michel, LLC | 15,961 | $7.33M | 3.13% | −39−0.2% | Reduced |
| Park Place Capital Corp | 16,418 | $7.34M | 2.34% | −1,864−10.2% | Reduced |
| Cox Capital Mgt LLC | 16,424 | $7.34M | 4.44% | −92−0.6% | Reduced |
| Ayalon Holdings Ltd. | 16,426 | $7.34M | 2.42% | −506−3.0% | Reduced |
| Peterson Wealth Services | 16,463 | $7.36M | 2.57% | +268+1.7% | Added |
| Norway Savings Bank | 16,527 | $7.39M | 4.21% | +1,082+7.0% | Added |
| Madison Wealth Partners, Inc | 16,534 | $7.39M | 2.53% | −207−1.2% | Reduced |
| Cloverfields Capital Group, LP | 16,546 | $7.40M | 2.50% | −125−0.7% | Reduced |
| Sitrin Capital Management LLC | 16,581 | $7.41M | 3.94% | +39+0.2% | Added |
| KLCM Advisors, Inc. | 16,584 | $7.41M | 0.92% | +505+3.1% | Added |
| Prelude Capital Management, LLC | 16,591 | $7.42M | 0.62% | −8,744−34.5% | Reduced |
| Aperture Investors, LLC | 16,593 | $7.42M | 1.09% | −13,682−45.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 16,607 | $7.42M | 3.23% | +1,121+7.2% | Added |
| Aprio Wealth Management, LLC | 16,614 | $7.43M | 1.35% | −538−3.1% | Reduced |
| Strengthening Families & Communities, LLC | 16,628 | $7.43M | 2.13% | +16,628 | New |
| Widmann Financial Services, Inc. | 16,640 | $7.44M | 6.05% | −622−3.6% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 16,641 | $7.44M | 4.93% | +5,762+53.0% | Added |
| Addison Advisors LLC | 16,643 | $7.44M | 2.40% | +981+6.3% | Added |
| Martin Capital Partners, LLC | 16,656 | $7.44M | 3.01% | −721−4.1% | Reduced |
| Canton Hathaway, LLC | 16,661 | $7.45M | 2.04% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 16,673 | $7.45M | 3.16% | −198−1.2% | Reduced |
| ROI Financial Advisors, LLC | 16,609 | $7.46M | 5.41% | −53−0.3% | Reduced |
| GSB Wealth Management, LLC | 16,696 | $7.46M | 2.04% | +73+0.4% | Added |
| Freedom Day Solutions, LLC | 16,701 | $7.46M | 2.52% | −29−0.2% | Reduced |
| Dohj, LLC | 16,709 | $7.47M | 1.87% | +1,565+10.3% | Added |
| Capital Advantage, Inc. | 16,027 | $7.47M | 1.53% | +50+0.3% | Added |
| Crescent Park Management, L.P. | 16,761 | $7.49M | 3.71% | −7,955−32.2% | Reduced |
| McGowan Group Asset Management, Inc. | 16,815 | $7.52M | 1.05% | +373+2.3% | Added |
| Linden Thomas Advisory Services, LLC | 16,825 | $7.52M | 1.16% | +2,886+20.7% | Added |
| Ramirez Asset Management, Inc. | 16,853 | $7.53M | 1.53% | +20.0% | Added |
| Verity Asset Management, Inc. | 16,898 | $7.55M | 2.96% | +8,483+100.8% | Added |
| Hel Ved Capital Management Ltd | 16,915 | $7.56M | 2.66% | −50−0.3% | Reduced |
| Hixon Zuercher, LLC | 16,957 | $7.58M | 3.19% | −4,011−19.1% | Reduced |
| Guardian Investment Management | 16,961 | $7.58M | 5.53% | +2,006+13.4% | Added |
| Cynosure Management, LLC | 16,962 | $7.58M | 1.22% | +3,615+27.1% | Added |
| Palogic Value Management, L.P. | 16,990 | $7.59M | 3.22% | −75−0.4% | Reduced |
| Monetta Financial Services Inc | 17,000 | $7.60M | 6.57% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 17,016 | $7.61M | 2.99% | +518+3.1% | Added |
| Coastal Bridge Advisors, LLC | 17,023 | $7.61M | 1.89% | +466+2.8% | Added |
| Addison Capital Co | 17,038 | $7.61M | 3.30% | +1,603+10.4% | Added |
| Duff & Phelps Investment Management Co | 17,049 | $7.62M | 0.10% | −22,614−57.0% | Reduced |
| NCM Capital Management, LLC | 17,056 | $7.62M | 4.00% | +318+1.9% | Added |
| Adams Wealth Management | 17,060 | $7.62M | 1.76% | −467−2.7% | Reduced |
| CacheTech Inc. | 17,060 | $7.62M | 1.76% | +17,060 | New |
| Steamboat Capital Partners, LLC | 17,075 | $7.63M | 2.80% | −1,011−5.6% | Reduced |
| Callan Family Office, LLC | 17,119 | $7.65M | 1.47% | +11,323+195.4% | Added |
| ORG Partners LLC | 16,783 | $7.67M | 0.95% | +16,083+2,297.6% | Added |
| Shayne & Co., LLC | 17,163 | $7.67M | 2.13% | +305+1.8% | Added |
| Atlas Private Wealth Advisors | 17,162 | $7.67M | 1.25% | +8,675+102.2% | Added |
| Union Savings Bank | 17,168 | $7.67M | 4.03% | −601−3.4% | Reduced |
| Morris Retirement Advisors, LLC | 17,182 | $7.68M | 4.39% | +113+0.7% | Added |
| St. Johns Investment Management Company, LLC | 17,187 | $7.68M | 3.65% | +553+3.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 17,200 | $7.69M | 3.10% | −399−2.3% | Reduced |
| Triasima Portfolio Management inc. | 17,208 | $7.69M | 0.70% | +2,759+19.1% | Added |