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; 6,247 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
- 5,269
- +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 | 6,247 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Beacon Financial Strategies CORP | 881 | $393.8K | 0.28% | −87−9.0% | Reduced |
| Clear Street Markets LLC | 881 | $394.0K | 0.15% | −149,619−99.4% | Reduced |
| Solutions 4 Wealth, Ltd | 882 | $394.4K | 0.89% | +48+5.8% | Added |
| Value Aligned Research Advisors, LLC | 890 | $397.8K | 0.09% | +890 | New |
| Fortress Wealth Management, Inc. | 894 | $399.7K | 0.20% | +208+30.3% | Added |
| Briaud Financial Planning, Inc | 897 | $401.0K | 0.23% | −1−0.1% | Reduced |
| Del-Sette Capital Management, LLC | 899 | $401.7K | 0.33% | −126−12.3% | Reduced |
| Myecfo, LLC | 899 | $401.8K | 0.23% | −34−3.6% | Reduced |
| Reinhart Partners, Inc. | 900 | $402.3K | 0.02% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 901 | $402.8K | 0.24% | −46−4.9% | Reduced |
| Pinnacle Financial Group, LLC | 902 | $403.1K | 0.17% | +902 | New |
| Ergawealth Advisors, Inc. | 904 | $404.1K | 0.22% | +3+0.3% | Added |
| CenterStar Asset Management, LLC | 903 | $404.7K | 0.61% | −112−11.0% | Reduced |
| City Center Advisors, LLC | 963 | $405.2K | 0.48% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 913 | $408.0K | 0.24% | +25+2.8% | Added |
| Lam Group, Inc. | 913 | $408.1K | 0.34% | +14+1.6% | Added |
| Sanchez Wealth Management Group | 915 | $408.9K | 0.13% | +10+1.1% | Added |
| Sicart Associates LLC | 926 | $413.9K | 0.16% | 00.0% | Unchanged |
| David Kennon Inc | 935 | $417.7K | 0.18% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 935 | $417.9K | 0.11% | +220+30.8% | Added |
| Leith Wheeler Investment Counsel Ltd. | 936 | $418.4K | 0.04% | −812−46.5% | Reduced |
| Verde Capital Management | 937 | $418.7K | 0.13% | +247+35.8% | Added |
| Andina Capital Management, LLC | 939 | $419.7K | 0.32% | +152+19.3% | Added |
| Causeway Capital Management LLC | 940 | $420.1K | 0.01% | −25−2.6% | Reduced |
| Simplify Asset Management Inc. | 941 | $420.6K | 0.04% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 942 | $420.9K | 0.18% | +942 | New |
| Integrated Capital Management, Inc. | 947 | $423.4K | 0.34% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 949 | $424.1K | 0.29% | +1+0.1% | Added |
| Aspect Partners, LLC | 949 | $424.2K | 0.25% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 949 | $424.3K | 0.11% | +143+17.7% | Added |
| Highlander Partners, L.P. | 1,050 | $424.3K | 0.28% | 00.0% | Unchanged |
| Custos Family Office, LLC | 951 | $425.0K | 0.17% | −39−3.9% | Reduced |
| Outfitter Financial LLC | 952 | $425.5K | 0.35% | 00.0% | Unchanged |
| Gagnon Securities LLC | 952 | $425.5K | 0.10% | +5+0.5% | Added |
| Afg Fiduciary Services Limited Partnership | 961 | $425.7K | 0.30% | +9+0.9% | Added |
| Industrial Alliance Investment Management Inc. | 954 | $426.0K | 0.24% | +954 | New |
| Clarity Asset Management, Inc. | 956 | $427.2K | 0.30% | −509−34.7% | Reduced |
| AIFG Consultants Ltd. | 957 | $427.7K | 0.32% | +13+1.4% | Added |
| Dravo Bay LLC | 964 | $430.9K | 0.24% | −132−12.0% | Reduced |
| OLIO Financial Planning | 1,153 | $432.6K | 0.18% | 00.0% | Unchanged |
| Clarity Capital Advisors, LLC | 975 | $435.6K | 0.34% | +1+0.1% | Added |
| Treasure Coast Financial Planning | 980 | $438.0K | 0.29% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 981 | $438.5K | 0.18% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 986 | $440.7K | 0.08% | +67+7.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 993 | $444.0K | 0.10% | +993 | New |
| WJ Interests, LLC | 997 | $445.6K | 0.22% | 00.0% | Unchanged |
| Gainplan LLC | 1,000 | $446.9K | 0.22% | −428−30.0% | Reduced |
| Interactive Financial Advisors | 1,000 | $446.9K | 0.25% | −26−2.5% | Reduced |
| Corepath Wealth Partners LLC | 959 | $447.2K | 0.47% | +445+86.6% | Added |
| Triune Financial Partners, LLC | 1,001 | $447.5K | 0.15% | −61−5.7% | Reduced |
| Hyperion Capital Advisors LP | 1,007 | $450.1K | 0.21% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,013 | $452.9K | 0.26% | −3−0.3% | Reduced |
| Sunesis Advisors, LLC | 1,017 | $454.5K | 0.27% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,020 | $455.7K | 0.70% | +185+22.2% | Added |
| Wela Strategies, Inc. | 1,021 | $456.3K | 0.21% | +346+51.3% | Added |
| Traction Financial Partners, LLC | 1,084 | $456.4K | 0.33% | 00.0% | Unchanged |
| Prairieview Wealth Partners, LLC | 1,036 | $463.0K | 0.39% | 00.0% | Unchanged |
| Stephen J. Garry & Associates, LLC | 1,037 | $463.5K | 0.47% | 00.0% | Unchanged |
| LifeGuide Financial Advisors, LLC | 1,042 | $465.7K | 0.23% | +176+20.3% | Added |
| Bull Oak Capital, LLC | 1,043 | $466.5K | 0.30% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,050 | $469.3K | 0.26% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 1,053 | $470.7K | 0.22% | +60+6.0% | Added |
| Robinson Value Management, Ltd. | 1,054 | $471.1K | 0.33% | +1,054 | New |
| American Investment Services, Inc. | 1,057 | $472.4K | 0.08% | +320+43.4% | Added |
| Hoese & Co LLP | 1,140 | $473.2K | 0.41% | +31+2.8% | Added |
| Balanced Rock Investment Advisor | 1,060 | $473.8K | 0.40% | −27−2.5% | Reduced |
| Forum Private Client Group LLC | 1,061 | $474.2K | 0.23% | −34−3.1% | Reduced |
| Marmo Financial Group, LLC | 1,073 | $479.6K | 0.29% | 00.0% | Unchanged |
| Standard Family Office LLC | 1,081 | $483.2K | 0.62% | 00.0% | Unchanged |
| McCarthy & Cox | 1,083 | $484.2K | 0.19% | −728−40.2% | Reduced |
| Sagace Wealth Management LLC | 1,095 | $485.0K | 0.48% | +1,095 | New |
| Adapt Wealth Advisors, LLC | 1,088 | $486.4K | 0.30% | +398+57.7% | Added |
| IvyRock Asset Management (HK) Ltd | 1,090 | $487.2K | 0.21% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,070 | $488.7K | 0.09% | −30−2.7% | Reduced |
| Roth Financial Partners LLC | 1,094 | $489.0K | 0.21% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,100 | $491.6K | 0.61% | +1,100 | New |
| Lountzis Asset Management, LLC | 1,103 | $493.0K | 0.23% | 00.0% | Unchanged |
| Envoi LLC | 1,105 | $493.9K | 1.57% | −2,695−70.9% | Reduced |
| Tanglewood Wealth Management, Inc. | 1,109 | $495.7K | 0.06% | 00.0% | Unchanged |
| Benchmark Wealth Management, LLC | 1,124 | $502.4K | 0.27% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 1,129 | $504.6K | 0.27% | +38+3.5% | Added |
| BCGM Wealth Management, LLC | 1,129 | $504.8K | 0.17% | −328−22.5% | Reduced |
| Schubert & Co | 1,203 | $506.1K | 0.43% | 00.0% | Unchanged |
| Kraft Asset Management, LLC | 1,137 | $508.2K | 0.43% | +141+14.2% | Added |
| Barry Investment Advisors, LLC | 1,147 | $512.6K | 0.17% | +1+0.1% | Added |
| Lifestyle Asset Management, Inc. | 1,154 | $515.8K | 0.30% | +22+1.9% | Added |
| DSC Advisors, L.P. | 1,166 | $521.1K | 1.74% | −89−7.1% | Reduced |
| Saybrook Capital | 1,168 | $522.0K | 0.15% | +10+0.9% | Added |
| Stephenson National Bank & Trust | 1,169 | $522.5K | 0.18% | −59−4.8% | Reduced |
| AlphaMark Advisors, LLC | 1,178 | $526.0K | 0.18% | −124−9.5% | Reduced |
| Cutler Capital Management, LLC | 1,182 | $528.2K | 0.21% | −59−4.8% | Reduced |
| Mizuho Markets Cayman LP | 1,185 | $529.6K | 2.45% | −3,075−72.2% | Reduced |
| Shapiro Capital Management LLC | 1,187 | $530.4K | 0.02% | −159−11.8% | Reduced |
| Marathon Strategic Advisors, LLC | 1,188 | $531.0K | 0.62% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 1,189 | $531.4K | 0.13% | −734−38.2% | Reduced |
| Bramshill Investments, LLC | 1,190 | $531.9K | 0.06% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,192 | $532.7K | 0.25% | −18−1.5% | Reduced |
| Strid Group, LLC | 1,193 | $533.2K | 0.09% | +351+41.7% | Added |
| Bluestem Financial Advisors, LLC | 1,199 | $535.8K | 0.27% | +202+20.3% | Added |
| Alpha Square Group S, LLC | 1,200 | $536.3K | 0.99% | +200+20.0% | Added |