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 |
|---|---|---|---|---|---|
| Interchange Capital Partners, LLC | 20,244 | $9.05M | 3.33% | +12,534+162.6% | Added |
| FLC Capital Advisors | 20,305 | $9.08M | 2.23% | +143+0.7% | Added |
| Cable Hill Partners, LLC | 20,313 | $9.08M | 0.98% | +133+0.7% | Added |
| Allegheny Financial Group LTD | 20,332 | $9.09M | 2.61% | +2,786+15.9% | Added |
| Hudson Canyon Capital Management | 20,345 | $9.09M | 6.15% | −1,780−8.0% | Reduced |
| Prossimo Advisors, LLC | 20,360 | $9.10M | 8.24% | +20,360 | New |
| Milestone Asset Management, LLC | 20,377 | $9.11M | 2.28% | −3,801−15.7% | Reduced |
| Everpar Advisors LLC | 20,385 | $9.11M | 4.56% | +3,286+19.2% | Added |
| Keudell/Morrison Wealth Management | 20,400 | $9.12M | 2.67% | −225−1.1% | Reduced |
| Family Legacy, Inc. | 20,403 | $9.12M | 3.27% | −468−2.2% | Reduced |
| LCM Capital Management Inc | 20,413 | $9.12M | 5.69% | +313+1.6% | Added |
| Security National Bank of So Dak | 20,421 | $9.13M | 5.46% | +206+1.0% | Added |
| BW Gestao de Investimentos Ltda. | 20,423 | $9.13M | 1.20% | +3,056+17.6% | Added |
| First Dallas Securities Inc. | 20,433 | $9.13M | 4.01% | +4,199+25.9% | Added |
| Cascade Financial Partners, LLC | 20,437 | $9.13M | 1.20% | +164+0.8% | Added |
| Leelyn Smith, LLC | 20,443 | $9.14M | 1.77% | +1,450+7.6% | Added |
| Wilkins Investment Counsel Inc | 20,455 | $9.14M | 1.36% | −135−0.7% | Reduced |
| Tradewinds Capital Management, LLC | 20,463 | $9.15M | 2.70% | +825+4.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $9.16M | 4.73% | +2,000+10.8% | Added |
| Cowbird Capital LP | 20,525 | $9.17M | 10.54% | +20,525 | New |
| San Luis Wealth Advisors LLC | 20,525 | $9.17M | 2.20% | +20,525 | New |
| KWMG, LLC | 20,540 | $9.18M | 0.99% | +815+4.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 20,562 | $9.19M | 4.29% | +40+0.2% | Added |
| Baker Tilly Wealth Management, LLC | 20,590 | $9.20M | 3.76% | −27,304−57.0% | Reduced |
| Martin & Co Inc | 20,597 | $9.21M | 2.32% | −99−0.5% | Reduced |
| WealthPLAN Partners, LLC | 20,626 | $9.22M | 0.99% | +524+2.6% | Added |
| Probity Advisors, Inc. | 20,652 | $9.23M | 1.91% | −731−3.4% | Reduced |
| Wealth Management Associates, Inc. | 20,655 | $9.23M | 4.33% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 20,689 | $9.25M | 3.95% | −910−4.2% | Reduced |
| Alta Advisers Ltd | 20,700 | $9.25M | 4.45% | +100+0.5% | Added |
| Townsend Asset Management Corp | 20,730 | $9.27M | 3.59% | −32−0.2% | Reduced |
| BCJ Capital Management, LLC | 20,763 | $9.28M | 0.74% | +410+2.0% | Added |
| Congress Park Capital LLC | 20,770 | $9.28M | 3.73% | −188−0.9% | Reduced |
| First Pacific Financial | 20,777 | $9.29M | 2.39% | +5,215+33.5% | Added |
| BOK Financial Private Wealth, Inc. | 20,801 | $9.30M | 0.68% | −258−1.2% | Reduced |
| Ashford Capital Management Inc | 20,823 | $9.31M | 1.26% | +130+0.6% | Added |
| Commonwealth Financial Services, LLC | 19,968 | $9.31M | 1.91% | +412+2.1% | Added |
| Costello Asset Management, INC | 20,831 | $9.31M | 6.94% | +68+0.3% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 20,837 | $9.31M | 0.23% | −671,263−97.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,844 | $9.32M | 1.93% | +1,347+6.9% | Added |
| All Terrain Financial Advisors, LLC | 20,872 | $9.33M | 3.92% | −176−0.8% | Reduced |
| BRX Global LP | 20,900 | $9.34M | 6.87% | −31,362−60.0% | Reduced |
| SNS Financial Group, LLC | 20,926 | $9.35M | 1.01% | −365−1.7% | Reduced |
| Mount Vernon Associates Inc | 20,940 | $9.36M | 8.30% | −4,145−16.5% | Reduced |
| Fusion Capital, LLC | 20,940 | $9.36M | 4.27% | −402−1.9% | Reduced |
| Tempus Wealth Planning, LLC | 20,957 | $9.37M | 3.91% | +272+1.3% | Added |
| TBH Global Asset Management, LLC | 20,960 | $9.37M | 2.08% | −5,056−19.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 20,978 | $9.38M | 4.58% | −59−0.3% | Reduced |
| Ami Investment Management Inc | 20,982 | $9.38M | 3.27% | −3,509−14.3% | Reduced |
| Sheets Smith Wealth Management | 20,991 | $9.38M | 1.12% | −3,998−16.0% | Reduced |
| Sittner & Nelson, LLC | 21,049 | $9.41M | 4.63% | −151−0.7% | Reduced |
| First Community Trust NA | 21,089 | $9.43M | 8.06% | +572+2.8% | Added |
| Unison Asset Management LLC | 21,115 | $9.44M | 4.78% | +131+0.6% | Added |
| IMS Capital Management | 22,222 | $9.44M | 4.40% | +241+1.1% | Added |
| Aft, Forsyth & Sober, LLC | 21,150 | $9.45M | 3.24% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 21,162 | $9.46M | 2.79% | +10,158+92.3% | Added |
| Integrated Investment Consultants, LLC | 22,531 | $9.48M | 2.61% | 00.0% | Unchanged |
| Fruth Investment Management | 21,227 | $9.49M | 2.58% | −78−0.4% | Reduced |
| Royal Capital Wealth Management, LLC | 21,228 | $9.49M | 7.15% | +627+3.0% | Added |
| Evolutionary Tree Capital Management, LLC | 21,230 | $9.49M | 9.77% | −287−1.3% | Reduced |
| Pinnbrook Capital Management LP | 21,260 | $9.50M | 2.87% | −38,113−64.2% | Reduced |
| HBW Advisory Services LLC | 21,313 | $9.53M | 1.58% | −753−3.4% | Reduced |
| Nordwand Advisors, LLC | 21,382 | $9.56M | 4.17% | −3,991−15.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 21,399 | $9.56M | 5.14% | −276−1.3% | Reduced |
| Cottage Street Advisors LLC | 21,425 | $9.58M | 5.69% | −191−0.9% | Reduced |
| Dorchester Wealth Management Co | 21,426 | $9.58M | 1.85% | −2,554−10.7% | Reduced |
| Orleans Capital Management Corp | 21,521 | $9.62M | 6.11% | −223−1.0% | Reduced |
| Maxwell Wealth Strategies Inc. | 21,523 | $9.62M | 4.71% | +65+0.3% | Added |
| Signet Investment Advisory Group, Inc. | 21,538 | $9.63M | 5.16% | −292−1.3% | Reduced |
| Miller Investment Management, LP | 21,550 | $9.63M | 1.15% | +9,395+77.3% | Added |
| Solstein Capital, LLC | 21,581 | $9.65M | 6.29% | −360−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 21,634 | $9.67M | 4.94% | +1,508+7.5% | Added |
| Investment Partners, Ltd. | 21,652 | $9.68M | 4.35% | +61+0.3% | Added |
| Keystone Wealth Services, LLC | 21,662 | $9.68M | 3.01% | +574+2.7% | Added |
| Phoenix Wealth Advisors | 21,678 | $9.69M | 4.86% | +169+0.8% | Added |
| Byrne Asset Management LLC | 21,399 | $9.69M | 6.92% | −253−1.2% | Reduced |
| High Note Wealth, LLC | 21,691 | $9.69M | 2.96% | +1,267+6.2% | Added |
| Agur Provident & Training Funds Management Ltd | 21,722 | $9.71M | 2.80% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,771 | $9.73M | 3.70% | −463−2.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 21,776 | $9.73M | 0.57% | +76+0.4% | Added |
| Regatta Capital Group, LLC | 21,794 | $9.74M | 2.10% | +858+4.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 21,809 | $9.75M | 2.10% | +789+3.8% | Added |
| Schwerin Boyle Capital Management Inc | 21,810 | $9.75M | 1.02% | −300−1.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 21,817 | $9.75M | 4.77% | −39−0.2% | Reduced |
| Austin Private Wealth, LLC | 21,818 | $9.75M | 1.05% | +733+3.5% | Added |
| Paragon Private Wealth Management, LLC | 21,820 | $9.75M | 5.51% | +6,657+43.9% | Added |
| Sterling Investment Advisors, Ltd. | 21,839 | $9.76M | 2.64% | +370+1.7% | Added |
| WealthPlan Investment Management, LLC | 21,847 | $9.76M | 1.48% | +225+1.0% | Added |
| Parkwood LLC | 21,847 | $9.77M | 1.23% | −19,612−47.3% | Reduced |
| Accurate Wealth Management, LLC | 21,512 | $9.77M | 2.34% | +2,722+14.5% | Added |
| Snider Financial Group | 21,850 | $9.77M | 3.77% | +542+2.5% | Added |
| Alpine Global Management, LLC | 21,873 | $9.78M | 1.70% | +21,873 | New |
| Providence Wealth Advisors, LLC | 21,671 | $9.79M | 7.80% | +71+0.3% | Added |
| MJP Associates Inc | 21,902 | $9.79M | 2.04% | +1,213+5.9% | Added |
| Prospector Partners LLC | 21,917 | $9.80M | 1.15% | +206+0.9% | Added |
| Curbstone Financial Management Corp | 21,948 | $9.81M | 2.13% | −876−3.8% | Reduced |
| Horizon Investment Services, LLC | 21,952 | $9.81M | 4.63% | −99−0.4% | Reduced |
| Globeflex Capital L P | 22,042 | $9.85M | 1.03% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 22,078 | $9.87M | 4.66% | +3,828+21.0% | Added |
| Kathmere Capital Management, LLC | 22,080 | $9.87M | 1.05% | +2,306+11.7% | Added |