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 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 17,232 | $7.70M | 5.12% | −70−0.4% | Reduced |
| Vanderbilt University | 17,233 | $7.70M | 1.61% | +4,457+34.9% | Added |
| Herbst Group, LLC | 17,246 | $7.71M | 4.69% | −554−3.1% | Reduced |
| Financial Management Network Inc | 16,488 | $7.71M | 1.85% | −473−2.8% | Reduced |
| Pettee Investors, Inc. | 17,269 | $7.72M | 3.72% | −575−3.2% | Reduced |
| Laidlaw Wealth Management LLC | 17,277 | $7.72M | 4.24% | −452−2.5% | Reduced |
| Scissortail Wealth Management, LLC | 17,299 | $7.73M | 1.97% | +2,166+14.3% | Added |
| American Trust Investment Advisors, LLC | 17,314 | $7.74M | 3.76% | −21−0.1% | Reduced |
| Private Capital Management LLC | 17,323 | $7.74M | 1.54% | +291+1.7% | Added |
| Blue Zone Wealth Advisors, LLC | 17,336 | $7.75M | 2.67% | +19+0.1% | Added |
| First Financial Corp | 17,352 | $7.76M | 3.95% | −732−4.0% | Reduced |
| Optimum Investment Advisors | 17,370 | $7.76M | 3.48% | −358−2.0% | Reduced |
| BSW Wealth Partners | 17,391 | $7.77M | 1.28% | +365+2.1% | Added |
| Trinity Legacy Partners, LLC | 17,395 | $7.77M | 2.21% | +102+0.6% | Added |
| Bank & Trust Co | 17,427 | $7.79M | 6.61% | +17,427 | New |
| S. R. Schill & Associates | 17,429 | $7.79M | 3.41% | +35+0.2% | Added |
| Kinsale Capital Group, Inc. | 17,471 | $7.81M | 2.71% | +2,721+18.4% | Added |
| Peloton Wealth Strategists | 17,499 | $7.82M | 3.22% | +71+0.4% | Added |
| Garrison Bradford & Associates Inc | 17,514 | $7.83M | 8.04% | +235+1.4% | Added |
| New Age Alpha Advisors, LLC | 17,523 | $7.83M | 4.33% | +2,523+16.8% | Added |
| Summit Place Financial Advisors, LLC | 17,530 | $7.84M | 4.63% | −250−1.4% | Reduced |
| WD Rutherford LLC | 17,539 | $7.84M | 3.94% | −430−2.4% | Reduced |
| Bienville Capital Management, LLC | 17,539 | $7.84M | 1.88% | +174+1.0% | Added |
| Tower View Investment Management & Research LLC | 17,581 | $7.86M | 4.51% | +105+0.6% | Added |
| Central Valley Advisors, LLC | 19,953 | $7.86M | 4.32% | +389+2.0% | Added |
| Michael B. Yongue | 17,591 | $7.86M | 6.76% | −345−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 17,593 | $7.86M | 1.02% | +152+0.9% | Added |
| JSF Financial, LLC | 17,605 | $7.87M | 2.41% | +661+3.9% | Added |
| Madison Park Capital Advisors, LLC | 17,610 | $7.87M | 6.58% | +3,395+23.9% | Added |
| Old Mission Investment Co LLC | 17,619 | $7.87M | 2.54% | +151+0.9% | Added |
| United Community Bank | 17,632 | $7.88M | 3.18% | −1,403−7.4% | Reduced |
| United Bank | 17,648 | $7.89M | 3.94% | +53+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 17,661 | $7.89M | 0.84% | 00.0% | Unchanged |
| Mathes Company, Inc. | 17,668 | $7.90M | 2.87% | −44−0.2% | Reduced |
| Carlson Capital L P | 17,700 | $7.91M | 1.24% | −24,367−57.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 17,719 | $7.92M | 5.09% | +9+0.1% | Added |
| Matisse Capital | 17,720 | $7.92M | 3.92% | −826−4.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 17,735 | $7.92M | 1.71% | −181−1.0% | Reduced |
| Harbert Fund Advisors, Inc. | 17,750 | $7.93M | 6.37% | 00.0% | Unchanged |
| Northwest Financial Advisors | 17,762 | $7.94M | 8.07% | −32−0.2% | Reduced |
| NWF Advisory Services Inc. | 17,767 | $7.94M | 1.26% | +1,007+6.0% | Added |
| Aveo Capital Partners, LLC | 17,788 | $7.95M | 0.90% | −13,963−44.0% | Reduced |
| Schrum Private Wealth Management LLC | 17,795 | $7.95M | 7.17% | −97−0.5% | Reduced |
| Highview Capital Management LLC | 17,799 | $7.96M | 3.31% | +955+5.7% | Added |
| Freemont Management S.A. | 17,800 | $7.96M | 4.60% | −87,700−83.1% | Reduced |
| Aristides Capital LLC | 17,810 | $7.96M | 3.32% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 17,831 | $7.97M | 4.94% | −495−2.7% | Reduced |
| Kowal Investment Group, LLC | 17,848 | $7.98M | 1.59% | +781+4.6% | Added |
| Lynch Asset Management, Inc. | 17,850 | $7.98M | 3.41% | 00.0% | Unchanged |
| Atwater Malick LLC | 17,854 | $7.98M | 2.75% | +378+2.2% | Added |
| Lifeworks Advisors, LLC | 17,859 | $7.98M | 2.22% | +4,026+29.1% | Added |
| Lincluden Management Ltd | 17,872 | $7.99M | 0.97% | −650−3.5% | Reduced |
| Synergy Financial Group, LTD | 17,886 | $7.99M | 8.38% | −561−3.0% | Reduced |
| US Asset Management LLC | 17,891 | $8.00M | 7.22% | −584−3.2% | Reduced |
| Mosaic Financial Group, LLC | 17,911 | $8.01M | 5.75% | −61−0.3% | Reduced |
| Bull Street Advisors, LLC | 17,915 | $8.01M | 3.86% | −35−0.2% | Reduced |
| United Advisor Group, LLC | 17,929 | $8.01M | 2.49% | +753+4.4% | Added |
| Inspire Trust Co, N.A. | 17,930 | $8.01M | 2.65% | +8,498+90.1% | Added |
| Pacitti Group Inc. | 17,935 | $8.02M | 4.19% | +285+1.6% | Added |
| Andrew Hill Investment Advisors, Inc. | 17,986 | $8.04M | 6.66% | +1,292+7.7% | Added |
| IronBridge Private Wealth, LLC | 17,991 | $8.04M | 3.01% | −200−1.1% | Reduced |
| Wharton Business Group, LLC | 17,993 | $8.04M | 0.42% | −539−2.9% | Reduced |
| Peninsula Asset Management Inc | 18,013 | $8.05M | 4.43% | +205+1.2% | Added |
| Northwest Bank & Trust Co | 18,026 | $8.06M | 6.73% | −188−1.0% | Reduced |
| Advisors Management Group Inc | 18,034 | $8.06M | 2.01% | −6,689−27.1% | Reduced |
| Bank of Stockton | 18,048 | $8.07M | 2.56% | −33−0.2% | Reduced |
| Prosperity Financial Group, Inc. | 18,049 | $8.07M | 5.10% | +255+1.4% | Added |
| WealthBridge Investment Counsel Inc. | 18,058 | $8.07M | 3.09% | +845+4.9% | Added |
| Beaton Management Co. Inc. | 18,062 | $8.07M | 4.34% | +40.0% | Added |
| Intellectus Partners, LLC | 18,070 | $8.08M | 2.20% | −2,136−10.6% | Reduced |
| SRS Capital Advisors, Inc. | 18,096 | $8.09M | 0.79% | +5,941+48.9% | Added |
| First Business Financial Services, Inc. | 18,106 | $8.09M | 0.86% | +590+3.4% | Added |
| Helios Capital Management Pte. Ltd | 18,125 | $8.10M | 5.28% | 00.0% | Unchanged |
| S&T Bank | 18,126 | $8.10M | 2.06% | −4,120−18.5% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 18,128 | $8.10M | 5.56% | −50−0.3% | Reduced |
| JJJ Advisors Inc. | 18,157 | $8.12M | 1.70% | −1,030−5.4% | Reduced |
| Emerald Advisers, LLC | 18,200 | $8.13M | 0.34% | −278−1.5% | Reduced |
| Liberty Wealth Management LLC | 123,290 | $8.13M | 1.49% | +105,538+594.5% | Added |
| Brown Capital Management LLC | 18,240 | $8.15M | 0.16% | −2,749−13.1% | Reduced |
| Beta Wealth Group, Inc. | 18,256 | $8.16M | 3.87% | +177+1.0% | Added |
| Institutional & Family Asset Management, LLC | 18,264 | $8.16M | 1.25% | −107−0.6% | Reduced |
| Savvy Advisors, Inc. | 18,264 | $8.16M | 2.66% | +7,765+74.0% | Added |
| Thematics Asset Management | 18,282 | $8.17M | 0.33% | −857−4.5% | Reduced |
| Retirement Planning Group | 18,328 | $8.19M | 0.52% | +2,475+15.6% | Added |
| SFE Investment Counsel | 18,379 | $8.21M | 1.82% | +914+5.2% | Added |
| Darden Wealth Group Inc | 18,387 | $8.22M | 6.24% | +920+5.3% | Added |
| Raelipskie Partnership | 18,390 | $8.22M | 4.39% | −760−4.0% | Reduced |
| Breakwater Capital Group | 18,390 | $8.22M | 1.87% | +663+3.7% | Added |
| Ahl Investment Management, Inc. | 18,400 | $8.22M | 6.03% | −389−2.1% | Reduced |
| Apriem Advisors | 18,414 | $8.23M | 1.01% | +348+1.9% | Added |
| Acropolis Investment Management, LLC | 18,450 | $8.25M | 0.52% | +646+3.6% | Added |
| FSM Wealth Advisors, LLC | 18,481 | $8.26M | 2.77% | +236+1.3% | Added |
| Autumn Glory Partners, LLC | 18,503 | $8.27M | 4.22% | +288+1.6% | Added |
| SFM, LLC | 18,519 | $8.28M | 6.23% | −481−2.5% | Reduced |
| Mechanics Financial Corp | 18,527 | $8.28M | 4.25% | −61−0.3% | Reduced |
| Abacus Planning Group, Inc. | 18,549 | $8.29M | 1.61% | +1,773+10.6% | Added |
| Riggs Asset Managment Co. Inc. | 18,569 | $8.30M | 2.47% | −42−0.2% | Reduced |
| Emprise Bank | 18,573 | $8.30M | 5.12% | −456−2.4% | Reduced |
| First United Bank Trust | 18,597 | $8.31M | 3.09% | −214−1.1% | Reduced |
| Accredited Investors Inc. | 18,651 | $8.34M | 0.52% | +461+2.5% | Added |