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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Bennett Selby Investments LP | 18,666 | $8.34M | 3.75% | +210+1.1% | Added |
| West Family Investments, Inc. | 18,693 | $8.35M | 2.50% | +409+2.2% | Added |
| Core Wealth Partners LLC | 18,693 | $8.36M | 5.71% | +25+0.1% | Added |
| Northcape Wealth Management, LLC | 18,710 | $8.36M | 3.01% | +290+1.6% | Added |
| NWK Group, Inc. | 18,712 | $8.36M | 3.51% | −15−0.1% | Reduced |
| Provenance Wealth Advisors, LLC | 18,720 | $8.37M | 1.17% | +99+0.5% | Added |
| McBroom & Associates, LLC | 18,727 | $8.37M | 5.24% | +234+1.3% | Added |
| Green Harvest Asset Management LLC | 18,754 | $8.38M | 0.19% | +2,995+19.0% | Added |
| HHM Wealth Advisors, LLC | 18,794 | $8.40M | 1.26% | +1,542+8.9% | Added |
| Fortune Financial Advisors, LLC | 18,837 | $8.42M | 5.16% | +875+4.9% | Added |
| MBL Wealth, LLC | 18,851 | $8.43M | 0.94% | −138−0.7% | Reduced |
| Aspen Investment Management Inc | 18,856 | $8.43M | 4.21% | +121+0.6% | Added |
| Promethos Capital, LLC | 18,870 | $8.43M | 3.19% | +10,870+135.9% | Added |
| Mraz, Amerine & Associates, Inc. | 18,928 | $8.46M | 1.74% | −389−2.0% | Reduced |
| Evermay Wealth Management LLC | 18,935 | $8.46M | 1.36% | −142−0.7% | Reduced |
| Coppell Advisory Solutions LLC | 18,941 | $8.47M | 1.40% | +18,941 | New |
| Carl P. Sherr & Co., LLC | 18,958 | $8.47M | 4.73% | +27+0.1% | Added |
| Vectors Research Management, LLC | 18,982 | $8.48M | 2.60% | +434+2.3% | Added |
| Cambridge Financial Group, Inc. | 18,992 | $8.49M | 3.82% | −660−3.4% | Reduced |
| Intrua Financial, LLC | 19,026 | $8.50M | 1.38% | +555+3.0% | Added |
| Peoples Bank | 19,039 | $8.51M | 6.64% | −203−1.1% | Reduced |
| GFG Capital, LLC | 19,065 | $8.52M | 2.32% | +440+2.4% | Added |
| Scott Capital Advisors, LLC | 18,567 | $8.53M | 2.52% | −19−0.1% | Reduced |
| Corundum Group, Inc. | 19,092 | $8.53M | 3.33% | +1,447+8.2% | Added |
| Socorro Asset Management LP | 19,150 | $8.56M | 3.33% | −1,785−8.5% | Reduced |
| Marino, Stram & Associates LLC | 19,184 | $8.57M | 2.10% | −3,087−13.9% | Reduced |
| Palmer Knight Co | 19,192 | $8.58M | 4.10% | −17−0.1% | Reduced |
| Grafton Street Partners Fund, LP | 19,194 | $8.58M | 7.19% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 19,212 | $8.59M | 1.93% | +25+0.1% | Added |
| Prosperity Wealth Management, Inc. | 19,248 | $8.60M | 4.23% | +559+3.0% | Added |
| Bangor Savings Bank | 19,269 | $8.61M | 0.86% | +508+2.7% | Added |
| Cumberland Advisors Inc | 19,280 | $8.62M | 3.53% | −460−2.3% | Reduced |
| 626 Financial, LLC | 19,299 | $8.63M | 5.01% | +53+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 19,300 | $8.63M | 0.20% | +19,300 | New |
| Lindenwold Advisors | 19,305 | $8.63M | 4.61% | −222−1.1% | Reduced |
| TTP Investments, Inc. | 19,327 | $8.64M | 3.24% | +962+5.2% | Added |
| Bluesphere Advisors, LLC | 19,336 | $8.64M | 4.40% | +1,130+6.2% | Added |
| Bouvel Investment Partners, LLC | 19,366 | $8.66M | 3.35% | −48−0.2% | Reduced |
| Clarity Capital Partners LLC | 19,375 | $8.66M | 5.30% | +788+4.2% | Added |
| Vista Wealth Management Group, LLC | 19,383 | $8.66M | 0.63% | +260+1.4% | Added |
| Carlson Capital Management | 19,386 | $8.66M | 0.41% | +40.0% | Added |
| Capital Insight Partners, LLC | 19,400 | $8.67M | 1.64% | −992−4.9% | Reduced |
| MTM Investment Management, LLC | 19,417 | $8.68M | 3.56% | −17−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 19,453 | $8.69M | 1.93% | −186−0.9% | Reduced |
| Onefund, LLC | 19,461 | $8.70M | 9.47% | +337+1.8% | Added |
| Kolinsky Wealth Management, LLC | 19,467 | $8.70M | 6.23% | +933+5.0% | Added |
| Boxwood Ventures, Inc. | 19,474 | $8.70M | 13.98% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 19,489 | $8.71M | 3.13% | −273−1.4% | Reduced |
| Fairfield Financial Advisors, LTD | 19,492 | $8.71M | 3.13% | +19,492 | New |
| Spirit of America Management Corp | 19,499 | $8.72M | 1.77% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 19,531 | $8.73M | 6.97% | +562+3.0% | Added |
| Vivaldi Capital Management, LLC | 19,531 | $8.73M | 2.49% | +966+5.2% | Added |
| Beacon Financial Group | 19,539 | $8.73M | 1.00% | +561+3.0% | Added |
| DeDora Capital, Inc. | 19,541 | $8.73M | 2.68% | +171+0.9% | Added |
| Sivia Capital Partners, LLC | 19,577 | $8.75M | 5.85% | +383+2.0% | Added |
| Windle Wealth, LLC | 19,609 | $8.76M | 5.34% | −359−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,618 | $8.77M | 3.33% | −49−0.2% | Reduced |
| Cromwell Holdings LLC | 19,625 | $8.77M | 5.25% | +19,625 | New |
| Insight Advisors, LLC | 19,653 | $8.79M | 1.61% | +105+0.5% | Added |
| Gries Financial LLC | 19,683 | $8.80M | 1.81% | −8,543−30.3% | Reduced |
| Wealth Group, Ltd. | 19,689 | $8.80M | 6.31% | −22−0.1% | Reduced |
| Alcosta Capital Management, Inc. | 19,703 | $8.81M | 5.43% | −110−0.6% | Reduced |
| Exeter Financial, LLC | 19,731 | $8.82M | 4.21% | −2,210−10.1% | Reduced |
| Hengehold Capital Management LLC | 19,740 | $8.82M | 0.92% | −3,001−13.2% | Reduced |
| Clarus Group, Inc. | 19,743 | $8.82M | 3.90% | +708+3.7% | Added |
| Mattson Financial Services, LLC | 19,745 | $8.83M | 3.14% | +19,745 | New |
| Brooks, Moore & Associates, Inc. | 19,748 | $8.83M | 5.68% | −614−3.0% | Reduced |
| EagleClaw Capital Managment, LLC | 19,782 | $8.84M | 1.59% | −300−1.5% | Reduced |
| Charles Schwab Trust Co | 19,804 | $8.85M | 0.82% | +6,236+46.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 19,014 | $8.87M | 4.50% | +945+5.2% | Added |
| Aft, Forsyth & Company, Inc. | 19,837 | $8.87M | 4.53% | +959+5.1% | Added |
| Gateway Advisory, LLC | 19,837 | $8.87M | 1.51% | +1,914+10.7% | Added |
| Burford Brothers, Inc. | 19,837 | $8.87M | 5.15% | −81−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 19,873 | $8.88M | 2.94% | +297+1.5% | Added |
| GSG Advisors LLC | 19,451 | $8.88M | 3.14% | +60+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 19,882 | $8.89M | 1.73% | −806−3.9% | Reduced |
| Aurora Investment Managers, LLC. | 19,888 | $8.89M | 6.37% | −692−3.4% | Reduced |
| RPg Family Wealth Advisory, LLC | 19,913 | $8.90M | 2.93% | −212−1.1% | Reduced |
| Wealth Effects LLC | 19,936 | $8.91M | 3.23% | −331−1.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,945 | $8.91M | 5.48% | +29+0.1% | Added |
| KG&L Capital Management,LLC | 19,970 | $8.92M | 3.09% | +573+3.0% | Added |
| Kingdon Capital Management, L.L.C. | 20,000 | $8.94M | 1.38% | −15,000−42.9% | Reduced |
| Barbara Oil Co. | 20,000 | $8.94M | 3.91% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 20,000 | $8.94M | 9.13% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 20,012 | $8.94M | 0.96% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 20,029 | $8.95M | 3.70% | +339+1.7% | Added |
| Partners Capital Investment Group, LLP | 20,080 | $8.97M | 0.15% | +20,080 | New |
| Castellan Group, LLC | 20,102 | $8.98M | 4.28% | +2,438+13.8% | Added |
| West Michigan Advisors, LLC | 20,120 | $8.99M | 2.86% | +578+3.0% | Added |
| First County Bank | 20,127 | $9.00M | 4.63% | −1,508−7.0% | Reduced |
| Nikulski Financial, Inc. | 20,129 | $9.00M | 2.86% | +220+1.1% | Added |
| Immersion Capital LLP | 20,130 | $9.00M | 5.04% | −7,300−26.6% | Reduced |
| Drucker Wealth 3.0, LLC | 20,137 | $9.00M | 2.39% | +20,137 | New |
| Channel Wealth LLC | 20,143 | $9.00M | 3.26% | +1,040+5.4% | Added |
| Allen Capital Group, LLC | 20,154 | $9.01M | 1.27% | +253+1.3% | Added |
| New Potomac Partners, LLC | 20,155 | $9.01M | 4.92% | −269−1.3% | Reduced |
| Kapitalo Investimentos Ltda | 20,183 | $9.02M | 2.71% | −4,460−18.1% | Reduced |
| 1776 Wealth LLC | 20,186 | $9.02M | 4.06% | +291+1.5% | Added |
| Slow Capital, Inc. | 20,190 | $9.02M | 1.46% | +148+0.7% | Added |
| RBA Wealth Management, LLC | 20,213 | $9.03M | 3.62% | −389−1.9% | Reduced |