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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| Summerhill Capital Management lnc. | 26,751 | $12.0M | 8.47% | −1,164−4.2% | Reduced |
| General Partner, Inc. | 26,751 | $12.0M | 7.64% | −807−2.9% | Reduced |
| Tandem Capital Management Corp | 25,578 | $12.0M | 6.55% | −339−1.3% | Reduced |
| Clear Creek Financial Management, LLC | 26,894 | $12.0M | 1.46% | +645+2.5% | Added |
| AlphaCore Capital LLC | 26,914 | $12.0M | 2.91% | +3,173+13.4% | Added |
| Founders Capital Management | 26,924 | $12.0M | 7.80% | −102−0.4% | Reduced |
| Eos Management, L.P. | 26,979 | $12.1M | 4.70% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 27,072 | $12.1M | 3.55% | +666+2.5% | Added |
| Hudson Value Partners, LLC | 27,128 | $12.1M | 5.13% | +2,165+8.7% | Added |
| Jefferies Financial Group Inc. | 27,137 | $12.1M | 0.24% | −16,299−37.5% | Reduced |
| Berkshire Capital Holdings Inc | 27,150 | $12.1M | 4.91% | +27,140+271,400.0% | Added |
| Penbrook Management LLC | 27,168 | $12.1M | 7.41% | −445−1.6% | Reduced |
| Concord Asset Management, LLC | 27,202 | $12.2M | 3.01% | −4,044−12.9% | Reduced |
| Greenfield Savings Bank | 27,222 | $12.2M | 6.25% | −549−2.0% | Reduced |
| Bridge Creek Capital Management LLC | 27,261 | $12.2M | 3.92% | −875−3.1% | Reduced |
| Callan Capital, LLC | 27,266 | $12.2M | 1.00% | +1,704+6.7% | Added |
| Vise Technologies, Inc. | 27,266 | $12.2M | 2.14% | +3,416+14.3% | Added |
| MEMBERS Trust Co | 27,273 | $12.2M | 0.37% | −624−2.2% | Reduced |
| Wimmer Associates 1, LLC | 27,316 | $12.2M | 6.26% | −330−1.2% | Reduced |
| Breakwater Investment Management | 27,320 | $12.2M | 5.46% | +25+0.1% | Added |
| LRI Investments, LLC | 27,323 | $12.2M | 1.39% | +10,204+59.6% | Added |
| KPP Advisory Services LLC | 27,331 | $12.2M | 3.25% | +155+0.6% | Added |
| VeraBank, N.A. | 27,341 | $12.2M | 3.80% | −391−1.4% | Reduced |
| Once Capital Management, LLC | 27,400 | $12.2M | 6.07% | 00.0% | Unchanged |
| Notis-McConarty Edward | 27,413 | $12.3M | 4.81% | −401−1.4% | Reduced |
| Fairfield, Bush & Co. | 27,419 | $12.3M | 7.34% | −1,453−5.0% | Reduced |
| Sentinel Trust Co Lba | 27,431 | $12.3M | 1.51% | −2,517−8.4% | Reduced |
| Optas, LLC | 27,493 | $12.3M | 3.16% | +1,085+4.1% | Added |
| Arlington Trust Co LLC | 27,498 | $12.3M | 2.89% | −2,940−9.7% | Reduced |
| Principal Street Partners, LLC | 27,524 | $12.3M | 2.20% | −108−0.4% | Reduced |
| Barometer Capital Management Inc. | 27,604 | $12.3M | 4.76% | −3,271−10.6% | Reduced |
| Westwood Wealth Management | 27,622 | $12.3M | 4.88% | +983+3.7% | Added |
| Loudon Investment Management, LLC | 27,672 | $12.4M | 7.28% | −100−0.4% | Reduced |
| Westend Capital Management, LLC | 27,093 | $12.4M | 4.35% | −68−0.3% | Reduced |
| Keystone Financial Planning, Inc. | 27,718 | $12.4M | 4.10% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 27,749 | $12.4M | 3.62% | +7,881+39.7% | Added |
| Patton Albertson Miller Group, LLC | 27,766 | $12.4M | 1.76% | +2,535+10.0% | Added |
| Klingman & Associates, LLC | 27,771 | $12.4M | 0.84% | +861+3.2% | Added |
| CFS Investment Advisory Services, LLC | 27,780 | $12.4M | 1.01% | +27,780 | New |
| Chickasaw Capital Management LLC | 27,796 | $12.4M | 0.55% | +832+3.1% | Added |
| Councilmark Asset Management, LLC | 27,813 | $12.4M | 8.81% | −335−1.2% | Reduced |
| CNB Bank | 27,830 | $12.4M | 5.98% | +2,510+9.9% | Added |
| Beacon Investment Advisors LLC | 27,846 | $12.4M | 6.37% | +4,600+19.8% | Added |
| Ballast Advisors LLC | 27,874 | $12.5M | 3.95% | +810+3.0% | Added |
| Brandywine Oak Private Wealth LLC | 27,896 | $12.5M | 1.28% | +191+0.7% | Added |
| Main Street Financial Solutions, LLC | 27,899 | $12.5M | 1.18% | +3,820+15.9% | Added |
| Benson Investment Management Company, Inc. | 27,912 | $12.5M | 5.16% | +100.0% | Added |
| Prestige Wealth Management Group LLC | 27,913 | $12.5M | 2.70% | −378−1.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,940 | $12.5M | 5.16% | +200+0.7% | Added |
| Kensington Investment Counsel, LLC | 27,995 | $12.5M | 5.53% | +174+0.6% | Added |
| Jackson Hill Advisors, LLC | 28,000 | $12.5M | 6.86% | −500−1.8% | Reduced |
| Roberts Capital Advisors, LLC | 29,777 | $12.5M | 12.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 28,227 | $12.5M | 2.15% | −1,137−3.9% | Reduced |
| Finer Wealth Management, Inc. | 28,067 | $12.5M | 8.09% | +201+0.7% | Added |
| Consolidated Investment Group LLC | 28,089 | $12.6M | 1.95% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 28,098 | $12.6M | 5.19% | −171−0.6% | Reduced |
| Triangle Securities Wealth Management | 28,111 | $12.6M | 3.55% | −585−2.0% | Reduced |
| Menlo Advisors LLC | 28,117 | $12.6M | 6.97% | −50.0% | Reduced |
| Point72 Italy, S.r.l. | 28,193 | $12.6M | 5.45% | +16,466+140.4% | Added |
| Souders Financial Advisors | 28,199 | $12.6M | 1.90% | +697+2.5% | Added |
| Strategic Vision Investment Ltd | 28,251 | $12.6M | 22.26% | −32,412−53.4% | Reduced |
| Evexia Wealth LLC | 28,524 | $12.6M | 4.74% | −237−0.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,272 | $12.6M | 4.07% | −27−0.1% | Reduced |
| Roanoke Asset Management Corp | 28,386 | $12.7M | 4.19% | −250−0.9% | Reduced |
| Goodman Advisory Group, LLC | 28,391 | $12.7M | 3.79% | +3,153+12.5% | Added |
| Graphene Investments SAS | 28,400 | $12.7M | 7.98% | −3,300−10.4% | Reduced |
| Catalyst Capital Advisors LLC | 28,445 | $12.7M | 0.29% | −1,775−5.9% | Reduced |
| Diamant Asset Management, Inc. | 28,455 | $12.7M | 8.51% | +205+0.7% | Added |
| Advocate Group LLC | 28,466 | $12.7M | 2.56% | −223−0.8% | Reduced |
| SOL Capital Management CO | 28,470 | $12.7M | 1.53% | +734+2.6% | Added |
| Wrapmanager Inc | 28,474 | $12.7M | 3.51% | +1,042+3.8% | Added |
| Oak Harvest Investment Services | 28,495 | $12.7M | 2.01% | +11,294+65.7% | Added |
| Harrington Investments, INC | 28,501 | $12.7M | 7.23% | −943−3.2% | Reduced |
| Financial Security Advisor, Inc. | 28,510 | $12.7M | 4.27% | +1,063+3.9% | Added |
| In-Depth Partners, LLC | 28,539 | $12.8M | 11.75% | −6,329−18.2% | Reduced |
| Quadcap Wealth Management, LLC | 28,539 | $12.8M | 2.31% | +2,173+8.2% | Added |
| Ausdal Financial Partners, Inc. | 28,553 | $12.8M | 1.36% | +2,959+11.6% | Added |
| Davidson Trust Co | 28,584 | $12.8M | 8.80% | −9,175−24.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 28,603 | $12.8M | 4.17% | +2,783+10.8% | Added |
| MGB Wealth Management, LLC | 28,181 | $12.8M | 4.78% | +105+0.4% | Added |
| Gunderson Capital Management Inc. | 28,621 | $12.8M | 5.49% | +1,534+5.7% | Added |
| Red Cedar Investment Management, LLC | 28,645 | $12.8M | 1.75% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 28,746 | $12.8M | 1.73% | −641−2.2% | Reduced |
| Evanson Asset Management, LLC | 28,807 | $12.9M | 0.99% | −2,447−7.8% | Reduced |
| Modern Wealth Management, LLC | 28,812 | $12.9M | 0.95% | +5,214+22.1% | Added |
| MV Capital Management, Inc. | 28,834 | $12.9M | 1.45% | +359+1.3% | Added |
| Trust Co of Oklahoma | 28,837 | $12.9M | 4.53% | −414−1.4% | Reduced |
| Peak Planning Group, LLC | 28,888 | $12.9M | 6.35% | +1,792+6.6% | Added |
| M&R Capital Management Inc | 28,919 | $12.9M | 3.08% | −46−0.2% | Reduced |
| True North Advisors, LLC | 28,964 | $12.9M | 3.46% | +4,264+17.3% | Added |
| Fortitude Advisory Group L.L.C. | 28,966 | $12.9M | 7.74% | −1,062−3.5% | Reduced |
| Windward Capital Management Co | 28,983 | $13.0M | 1.09% | −903−3.0% | Reduced |
| Gibraltar Capital Management, Inc. | 28,996 | $13.0M | 5.86% | +2,281+8.5% | Added |
| Fort Point Capital Partners LLC | 29,026 | $13.0M | 1.67% | −210−0.7% | Reduced |
| Vista Capital Partners, Inc. | 29,062 | $13.0M | 1.61% | +351+1.2% | Added |
| Meridian Investment Counsel Inc. | 29,084 | $13.0M | 4.11% | −405−1.4% | Reduced |
| Stony Point Wealth Management Inc. | 29,125 | $13.0M | 5.65% | +724+2.5% | Added |
| Argyle Capital Management Inc. | 29,150 | $13.0M | 5.36% | −3,187−9.9% | Reduced |
| Glass Wealth Management Co LLC | 29,167 | $13.0M | 7.62% | −42−0.1% | Reduced |
| Unionview, LLC | 29,193 | $13.0M | 10.65% | −347−1.2% | Reduced |