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 |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 22,087 | $9.87M | 7.30% | −635−2.8% | Reduced |
| WT Wealth Management | 22,105 | $9.88M | 3.37% | +798+3.7% | Added |
| Montchanin Asset Management, LLC | 22,136 | $9.89M | 9.35% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 22,183 | $9.91M | 6.17% | −1,381−5.9% | Reduced |
| Tanager Wealth Management LLP | 22,203 | $9.92M | 1.48% | +16,051+260.9% | Added |
| Colonial River Wealth Management, LLC | 22,227 | $9.93M | 5.35% | +392+1.8% | Added |
| Diversify Wealth Management, LLC | 25,149 | $9.94M | 1.24% | +25,149 | New |
| Trust Investment Advisors | 22,253 | $9.95M | 6.32% | −346−1.5% | Reduced |
| Consolidated Portfolio Review Corp | 22,262 | $9.95M | 2.32% | +1,465+7.0% | Added |
| Pinnacle Bancorp, Inc. | 22,281 | $9.96M | 2.94% | −140−0.6% | Reduced |
| Sierra Summit Advisors LLC | 22,296 | $9.97M | 2.47% | +579+2.7% | Added |
| Saranac Partners Ltd | 22,403 | $10.0M | 5.96% | −505−2.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 22,414 | $10.0M | 3.02% | −1,671−6.9% | Reduced |
| Palo Alto Wealth Advisors, LLC | 22,450 | $10.0M | 6.94% | −237−1.0% | Reduced |
| Blume Capital Management, Inc. | 22,455 | $10.0M | 2.43% | −70−0.3% | Reduced |
| State of Wyoming | 22,471 | $10.0M | 1.65% | +1,062+5.0% | Added |
| Crown Wealth Group, LLC | 22,472 | $10.0M | 5.02% | +245+1.1% | Added |
| My Legacy Advisors, LLC | 22,474 | $10.0M | 3.21% | −308−1.4% | Reduced |
| Secure Asset Management, LLC | 22,506 | $10.1M | 1.91% | +5,664+33.6% | Added |
| Okabena Investment Services Inc | 22,597 | $10.1M | 3.20% | +145+0.6% | Added |
| Highline Wealth Partners LLC | 22,600 | $10.1M | 3.81% | +749+3.4% | Added |
| Forte Capital LLC | 22,606 | $10.1M | 1.22% | −80−0.4% | Reduced |
| CVA Family Office, LLC | 22,613 | $10.1M | 1.82% | +442+2.0% | Added |
| Foster Group, Inc. | 22,615 | $10.1M | 0.40% | +751+3.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 22,136 | $10.1M | 5.58% | −276−1.2% | Reduced |
| O'Brien Greene & Co. Inc | 22,643 | $10.1M | 3.20% | +1,436+6.8% | Added |
| Voya Financial Advisors, Inc. | 22,388 | $10.1M | 1.15% | +758+3.5% | Added |
| Compton Wealth Advisory Group, LLC | 22,740 | $10.2M | 2.71% | +608+2.7% | Added |
| Chaney Capital Management, Inc. | 22,749 | $10.2M | 6.74% | −313−1.4% | Reduced |
| Alera Investment Advisors, LLC | 22,761 | $10.2M | 1.22% | +7,933+53.5% | Added |
| EPG Wealth Management LLC | 0 | $10.2M | 2.37% | −21,471−100.0% | Reduced |
| Stablepoint Partners, LLC | 23,862 | $10.2M | 1.97% | −1,658−6.5% | Reduced |
| Graham Capital Management, L.P. | 22,807 | $10.2M | 0.35% | −60,133−72.5% | Reduced |
| Delaney Dennis R | 22,816 | $10.2M | 5.51% | −557−2.4% | Reduced |
| Studio Investment Management LLC | 22,834 | $10.2M | 2.32% | +486+2.2% | Added |
| Agate Pass Investment Management, LLC | 22,837 | $10.2M | 5.43% | +54+0.2% | Added |
| Lesa Sroufe & Co | 22,861 | $10.2M | 9.92% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 22,925 | $10.2M | 6.01% | +1,562+7.3% | Added |
| Essex Investment Management Co LLC | 22,926 | $10.2M | 1.92% | −2,643−10.3% | Reduced |
| Transcendent Capital Group LLC | 22,943 | $10.3M | 5.91% | −263−1.1% | Reduced |
| Wealth Management Partners, LLC | 22,967 | $10.3M | 4.99% | −134−0.6% | Reduced |
| Louisbourg Investments Inc. | 27,404 | $10.3M | 2.89% | −100−0.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 23,075 | $10.3M | 2.04% | +1,600+7.5% | Added |
| DGS Capital Management, LLC | 23,088 | $10.3M | 2.90% | −129−0.6% | Reduced |
| Eagle Capital Management, LLC | 23,091 | $10.3M | 4.55% | −759−3.2% | Reduced |
| Piscataqua Savings Bank | 23,096 | $10.3M | 9.17% | −138−0.6% | Reduced |
| CV Advisors LLC | 23,118 | $10.3M | 5.76% | +232+1.0% | Added |
| Summit X, LLC | 23,069 | $10.3M | 2.32% | +3,019+15.1% | Added |
| Octavia Wealth Advisors, LLC | 23,134 | $10.3M | 1.41% | +1,908+9.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 23,140 | $10.3M | 3.95% | +23,140 | New |
| Trust Co of Kansas | 23,149 | $10.3M | 5.41% | −820−3.4% | Reduced |
| Eqis Capital Management, Inc. | 23,150 | $10.3M | 0.85% | +283+1.2% | Added |
| Allstate Corp | 23,159 | $10.4M | 0.84% | +239+1.0% | Added |
| Gilliland Jeter Wealth Management LLC | 23,160 | $10.4M | 3.49% | −505−2.1% | Reduced |
| Blue Edge Capital, LLC | 23,170 | $10.4M | 1.71% | −222−0.9% | Reduced |
| Frisch Financial Group, Inc. | 23,189 | $10.4M | 3.14% | +577+2.6% | Added |
| AMJ Financial Wealth Management | 23,190 | $10.4M | 3.23% | −104−0.4% | Reduced |
| Apexium Financial, LP | 23,195 | $10.4M | 0.74% | −1,720−6.9% | Reduced |
| Annandale Capital, LLC | 23,198 | $10.4M | 2.17% | −44−0.2% | Reduced |
| Parkside Investments, LLC | 23,209 | $10.4M | 1.64% | −895−3.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 23,263 | $10.4M | 3.15% | +23,263 | New |
| Cornerstone Enterprises, LLC | 23,264 | $10.4M | 6.90% | +662+2.9% | Added |
| Mendel Money Management | 23,271 | $10.4M | 4.87% | −1,192−4.9% | Reduced |
| Ayrshire Capital Management LLC | 23,274 | $10.4M | 5.30% | +152+0.7% | Added |
| Poehling Capital Management, LLC | 23,311 | $10.4M | 2.85% | −261−1.1% | Reduced |
| First Commonwealth Financial Corp | 23,371 | $10.4M | 2.69% | +985+4.4% | Added |
| Encompass Wealth Advisors, LLC | 23,395 | $10.5M | 2.77% | −29−0.1% | Reduced |
| Leisure Capital Management | 23,407 | $10.5M | 4.88% | +14+0.1% | Added |
| Platte River Wealth Advisors, LLC | 23,451 | $10.5M | 2.94% | −170−0.7% | Reduced |
| Palo DS Manager LLC | 23,474 | $10.5M | 5.40% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 23,478 | $10.5M | 7.47% | +1,355+6.1% | Added |
| Riverview Capital Advisers, LLC | 23,489 | $10.5M | 3.54% | −56−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 23,500 | $10.5M | 7.22% | −2,543−9.8% | Reduced |
| First PREMIER Bank | 23,504 | $10.5M | 2.81% | +977+4.3% | Added |
| Bey-Douglas LLC | 23,156 | $10.5M | 9.73% | −547−2.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,532 | $10.5M | 2.34% | −325−1.4% | Reduced |
| Revolve Wealth Partners, LLC | 23,539 | $10.5M | 1.73% | −49−0.2% | Reduced |
| Corsair Capital Management, L.P. | 23,571 | $10.5M | 2.95% | −257−1.1% | Reduced |
| Ascension Asset Management LLC | 23,610 | $10.6M | 5.52% | −850−3.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 23,622 | $10.6M | 7.05% | −410−1.7% | Reduced |
| Centerpoint Advisors, LLC | 23,632 | $10.6M | 3.81% | +257+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 23,640 | $10.6M | 3.00% | +4,513+23.6% | Added |
| Hillman Capital Management, Inc. | 23,675 | $10.6M | 3.74% | −2,083−8.1% | Reduced |
| WealthShield Partners, LLC | 23,703 | $10.6M | 1.61% | −112−0.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 23,719 | $10.6M | 5.36% | −38−0.2% | Reduced |
| Canopy Partners, LLC | 23,730 | $10.6M | 4.93% | +617+2.7% | Added |
| CORDA Investment Management, LLC. | 23,772 | $10.6M | 0.86% | +22+0.1% | Added |
| D'Orazio & Associates, Inc. | 23,822 | $10.6M | 1.64% | +1,162+5.1% | Added |
| Atlas Brown,Inc. | 23,837 | $10.7M | 3.82% | −42−0.2% | Reduced |
| Heartland Bank & Trust Co | 23,870 | $10.7M | 6.05% | +2,813+13.4% | Added |
| Trail Ridge Investment Advisors, LLC | 23,877 | $10.7M | 5.52% | +520+2.2% | Added |
| Chesapeake Asset Management LLC | 23,904 | $10.7M | 10.25% | −22−0.1% | Reduced |
| Aldebaran Capital, LLC | 23,906 | $10.7M | 9.95% | +214+0.9% | Added |
| Summit Financial Strategies, Inc. | 23,913 | $10.7M | 1.33% | −344−1.4% | Reduced |
| Thrive Wealth Management, LLC | 23,963 | $10.7M | 2.10% | −816−3.3% | Reduced |
| Banco BTG Pactual S.A. | 25,791 | $10.7M | 2.74% | +17,584+214.3% | Added |
| Apeiron Capital Ltd | 24,054 | $10.8M | 3.75% | +24,054 | New |
| Bank Pictet & Cie (Asia) Ltd | 24,159 | $10.8M | 3.60% | +2,025+9.1% | Added |
| Mandatum Life Insurance Co Ltd | 24,073 | $10.8M | 3.60% | −4,815−16.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 24,080 | $10.8M | 2.47% | +137+0.6% | Added |