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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 24,135 | $10.8M | 0.11% | +1,124+4.9% | Added |
| Ashton Thomas Securities, LLC | 23,506 | $10.8M | 2.62% | +23,506 | New |
| Peoples Financial Services Corp. | 24,174 | $10.8M | 4.89% | −1,086−4.3% | Reduced |
| OMC Financial Services LTD | 24,182 | $10.8M | 5.09% | +546+2.3% | Added |
| Elgethun Capital Management | 24,191 | $10.8M | 2.73% | −70−0.3% | Reduced |
| FWL Investment Management, LLC | 24,202 | $10.8M | 5.45% | −980−3.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,218 | $10.8M | 2.52% | +1,263+5.5% | Added |
| LCNB Corp | 24,222 | $10.8M | 4.04% | −1,496−5.8% | Reduced |
| Ar Asset Management Inc | 24,279 | $10.9M | 2.62% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 24,313 | $10.9M | 1.04% | +5,357+28.3% | Added |
| Newbridge Financial Services Group, Inc. | 24,328 | $10.9M | 4.05% | +1,431+6.2% | Added |
| Schonfeld Strategic Advisors LLC | 24,378 | $10.9M | 0.08% | −18,325−42.9% | Reduced |
| North Growth Management Ltd. | 24,000 | $10.9M | 2.15% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 24,430 | $10.9M | 1.50% | +105+0.4% | Added |
| Adirondack Trust Co | 24,440 | $10.9M | 4.46% | −61−0.2% | Reduced |
| Drive Wealth Management, LLC | 24,459 | $10.9M | 2.95% | +542+2.3% | Added |
| Parisi Gray Wealth Management | 24,464 | $10.9M | 3.92% | −330−1.3% | Reduced |
| Slagle Financial, LLC | 24,467 | $10.9M | 5.61% | +1,534+6.7% | Added |
| Valley Brook Capital Group | 24,493 | $10.9M | 8.53% | +114+0.5% | Added |
| Washington Trust Advisors, Inc. | 24,508 | $11.0M | 1.01% | +361+1.5% | Added |
| Cito Capital Group, LLC | 24,555 | $11.0M | 4.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 24,607 | $11.0M | 5.49% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 24,614 | $11.0M | 5.11% | +135+0.6% | Added |
| Commonwealth Retirement Investments LLC | 24,677 | $11.0M | 5.05% | −107−0.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 24,680 | $11.0M | 8.58% | −370−1.5% | Reduced |
| Garrett Investment Advisors LLC | 24,725 | $11.1M | 1.29% | +557+2.3% | Added |
| RDA Financial Network | 24,777 | $11.1M | 3.63% | +2,042+9.0% | Added |
| First City Capital Management, Inc. | 24,781 | $11.1M | 6.22% | −745−2.9% | Reduced |
| Ignite Planners, LLC | 23,697 | $11.1M | 2.70% | +211+0.9% | Added |
| Westside Investment Management, Inc. | 24,808 | $11.1M | 2.54% | +273+1.1% | Added |
| BTG Pactual Asset Management US LLC | 24,849 | $11.1M | 2.78% | +24,849 | New |
| S.E.E.D. Planning Group LLC | 24,899 | $11.1M | 4.05% | +381+1.6% | Added |
| Main Street Group, LTD | 24,391 | $11.1M | 4.63% | −373−1.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 24,967 | $11.2M | 5.01% | −14−0.1% | Reduced |
| Crocodile Capital Partners GmbH | 25,000 | $11.2M | 17.79% | 00.0% | Unchanged |
| Pennant Select, LLC | 25,000 | $11.2M | 7.84% | 00.0% | Unchanged |
| Center Lake Capital Management, LLC | 25,000 | $11.2M | 21.69% | +7,500+42.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 25,017 | $11.2M | 3.10% | −2,412−8.8% | Reduced |
| Ardsley Advisory Partners LP | 24,950 | $11.2M | 2.02% | +13,450+117.0% | Added |
| Kercheville Advisors, LLC | 25,055 | $11.2M | 4.86% | +511+2.1% | Added |
| Winthrop Advisory Group LLC | 25,101 | $11.2M | 1.53% | +2,063+9.0% | Added |
| Stelac Advisory Services LLC | 25,178 | $11.3M | 4.72% | −1,082−4.1% | Reduced |
| RB Capital Management, LLC | 25,201 | $11.3M | 2.88% | +438+1.8% | Added |
| Gold Investment Management Ltd. | 25,253 | $11.3M | 4.77% | −888−3.4% | Reduced |
| Cove Private Wealth, LLC | 25,273 | $11.3M | 9.03% | −863−3.3% | Reduced |
| Cim Investment Mangement Inc | 25,294 | $11.3M | 3.49% | −288−1.1% | Reduced |
| Private Ocean, LLC | 25,325 | $11.3M | 1.00% | +449+1.8% | Added |
| Settian Capital LP | 25,350 | $11.3M | 8.32% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 25,401 | $11.4M | 5.75% | −282−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 25,419 | $11.4M | 2.14% | +353+1.4% | Added |
| Harbor Advisors LLC | 25,500 | $11.4M | 2.09% | 00.0% | Unchanged |
| Marathon Capital Management | 25,533 | $11.4M | 2.91% | +1,014+4.1% | Added |
| Lantz Financial LLC | 25,538 | $11.4M | 3.55% | −1,484−5.5% | Reduced |
| FCG Investment Co | 25,570 | $11.4M | 8.67% | +851+3.4% | Added |
| Sawyer & Company, Inc | 25,621 | $11.5M | 4.55% | −91−0.4% | Reduced |
| Enterprise Financial Services Corp | 25,638 | $11.5M | 7.05% | −595−2.3% | Reduced |
| Citizens Business Bank | 25,655 | $11.5M | 2.42% | −2,468−8.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,663 | $11.5M | 1.27% | −2,843−10.0% | Reduced |
| Geneva Partners, LLC | 25,679 | $11.5M | 4.73% | +1,855+7.8% | Added |
| Bremer Bank National Association | 25,737 | $11.5M | 2.25% | −2,371−8.4% | Reduced |
| Pacifica Partners Inc. | 24,999 | $11.5M | 4.94% | −1,001−3.9% | Reduced |
| Mezzasalma Advisors, LLC | 25,766 | $11.5M | 4.94% | +2,010+8.5% | Added |
| Northstar Advisory Group, LLC | 25,768 | $11.5M | 6.62% | +374+1.5% | Added |
| BOCHK Asset Management Ltd | 25,780 | $11.5M | 3.77% | +5,080+24.5% | Added |
| Peregrine Asset Advisers, Inc. | 25,988 | $11.5M | 4.60% | −846−3.2% | Reduced |
| Kingfisher Capital LLC | 25,798 | $11.5M | 2.70% | +92+0.4% | Added |
| NovaPoint Capital, LLC | 25,848 | $11.6M | 3.92% | −278−1.1% | Reduced |
| Monograph Wealth Advisors, LLC | 25,876 | $11.6M | 1.69% | +3,775+17.1% | Added |
| OV Management LLC | 25,886 | $11.6M | 8.08% | +248+1.0% | Added |
| David J Yvars Group | 25,935 | $11.6M | 7.25% | +504+2.0% | Added |
| Essex Savings Bank | 25,947 | $11.6M | 3.12% | −1,134−4.2% | Reduced |
| Cary Street Partners Asset Management LLC | 25,957 | $11.6M | 1.70% | +1,849+7.7% | Added |
| First Washington CORP | 25,974 | $11.6M | 4.30% | −2,783−9.7% | Reduced |
| Harmony Asset Management LLC | 25,980 | $11.6M | 4.87% | +2,297+9.7% | Added |
| Herald Investment Management Ltd | 26,000 | $11.6M | 1.90% | −1,000−3.7% | Reduced |
| Dynasty Wealth Management, LLC | 25,990 | $11.6M | 0.34% | +912+3.6% | Added |
| MYDA Advisors LLC | 26,000 | $11.6M | 3.54% | +9,000+52.9% | Added |
| Liberty Capital Management, Inc. | 26,012 | $11.6M | 2.76% | +536+2.1% | Added |
| McDonough Capital Management, Inc | 26,030 | $11.6M | 8.47% | +605+2.4% | Added |
| Advisory Alpha, LLC | 26,048 | $11.6M | 0.46% | +3,773+16.9% | Added |
| SPC Financial, Inc. | 26,121 | $11.7M | 1.08% | +984+3.9% | Added |
| Hardy Reed LLC | 26,144 | $11.7M | 1.17% | +21,265+435.8% | Added |
| Hamel Associates, Inc. | 26,169 | $11.7M | 3.69% | −179−0.7% | Reduced |
| XTX Topco Ltd | 26,174 | $11.7M | 1.00% | +19,120+271.1% | Added |
| Barton Investment Management | 26,195 | $11.7M | 1.56% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 26,212 | $11.7M | 1.18% | −2,246−7.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,299 | $11.8M | 3.72% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 26,307 | $11.8M | 3.31% | +544+2.1% | Added |
| Buttonwood Financial Advisors Inc. | 26,366 | $11.8M | 5.56% | −3,528−11.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 26,371 | $11.8M | 1.18% | +781+3.1% | Added |
| Lederer & Associates Investment Counsel | 26,382 | $11.8M | 8.53% | −1,051−3.8% | Reduced |
| L.M. Kohn & Company | 26,426 | $11.8M | 3.20% | −1,004−3.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,433 | $11.8M | 4.06% | −215−0.8% | Reduced |
| National Philanthropic Trust | 26,465 | $11.8M | 0.23% | −2,613−9.0% | Reduced |
| Sandhill Capital Partners LLC | 26,535 | $11.9M | 0.91% | −513−1.9% | Reduced |
| JNBA Financial Advisors | 26,546 | $11.9M | 1.25% | −425−1.6% | Reduced |
| Smith, Moore & Co. | 26,583 | $11.9M | 1.23% | +555+2.1% | Added |
| JB Capital LLC | 26,639 | $11.9M | 0.75% | −593−2.2% | Reduced |
| Oarsman Capital, Inc. | 26,673 | $11.9M | 2.63% | +847+3.3% | Added |
| Armstrong Advisory Group, Inc | 26,717 | $11.9M | 1.06% | +737+2.8% | Added |