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 |
|---|---|---|---|---|---|
| Bank Ozk | 29,193 | $13.0M | 5.65% | +679+2.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 29,214 | $13.1M | 1.36% | +3,353+13.0% | Added |
| Magnus Financial Group LLC | 29,218 | $13.1M | 1.47% | +91+0.3% | Added |
| Mill Creek Capital Advisors, LLC | 29,305 | $13.1M | 0.33% | +2,188+8.1% | Added |
| Excalibur Management Corp | 29,318 | $13.1M | 5.34% | +1,012+3.6% | Added |
| White Pine Investment CO | 29,327 | $13.1M | 3.85% | −430−1.4% | Reduced |
| Oak Grove Capital LLC | 29,350 | $13.1M | 3.36% | +1,507+5.4% | Added |
| Regent Peak Wealth Advisors LLC | 29,373 | $13.1M | 3.27% | −1,527−4.9% | Reduced |
| Blodgett Wealth Advisors, LLC | 29,376 | $13.1M | 11.14% | −23−0.1% | Reduced |
| Empire Financial Management Company, LLC | 29,392 | $13.1M | 4.35% | −665−2.2% | Reduced |
| Eastover Investment Advisors LLC | 28,604 | $13.1M | 6.28% | −219−0.8% | Reduced |
| Mystic Asset Management, Inc. | 29,424 | $13.2M | 5.31% | +70.0% | Added |
| Key Financial Inc | 29,472 | $13.2M | 3.16% | +888+3.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 29,482 | $13.2M | 6.88% | −50−0.2% | Reduced |
| KP Management LLC | 29,500 | $13.2M | 4.96% | +13,000+78.8% | Added |
| Kemnay Advisory Services Inc. | 29,521 | $13.2M | 2.74% | −956−3.1% | Reduced |
| AIMZ Investment Advisors, LLC | 29,525 | $13.2M | 4.73% | −831−2.7% | Reduced |
| Chapman Investment Management, LLC | 29,680 | $13.3M | 10.09% | −2,067−6.5% | Reduced |
| Tiemann Investment Advisors, LLC | 29,682 | $13.3M | 5.90% | −863−2.8% | Reduced |
| Retirement Solution Inc. | 29,683 | $13.3M | 3.56% | +1,446+5.1% | Added |
| Perennial Investment Advisors, LLC | 29,750 | $13.3M | 1.90% | +917+3.2% | Added |
| Atlas Wealth LLC | 29,015 | $13.4M | 2.08% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $13.4M | 3.05% | 00.0% | Unchanged |
| Citizens & Northern Corp | 30,006 | $13.4M | 4.19% | −603−2.0% | Reduced |
| Cambridge Advisors Inc. | 30,027 | $13.4M | 3.12% | −29−0.1% | Reduced |
| Carroll Investors, Inc | 30,029 | $13.4M | 9.41% | +209+0.7% | Added |
| Transatlantique Private Wealth LLC | 30,280 | $13.4M | 5.49% | +582+2.0% | Added |
| Asio Capital, LLC | 30,096 | $13.5M | 2.75% | +284+1.0% | Added |
| LVW Advisors, LLC | 30,126 | $13.5M | 1.98% | +934+3.2% | Added |
| Drexel Morgan & Co. | 30,129 | $13.5M | 2.89% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 30,134 | $13.5M | 11.58% | −19−0.1% | Reduced |
| Unio Capital LLC | 30,159 | $13.5M | 5.66% | +1,182+4.1% | Added |
| Eukles Asset Management | 30,160 | $13.5M | 5.83% | +50+0.2% | Added |
| Ellevest, Inc. | 30,175 | $13.5M | 0.81% | +911+3.1% | Added |
| Stony Point Capital LLC | 30,268 | $13.5M | 3.47% | +7,312+31.9% | Added |
| White Pine Capital LLC | 30,269 | $13.5M | 5.13% | +197+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 30,308 | $13.5M | 3.14% | +3,778+14.2% | Added |
| IPG Investment Advisors LLC | 30,318 | $13.6M | 2.96% | −1,934−6.0% | Reduced |
| Chesapeake Wealth Management | 30,325 | $13.6M | 4.92% | −497−1.6% | Reduced |
| Financial Partners Group, LLC | 30,437 | $13.6M | 5.28% | −206−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 30,460 | $13.6M | 2.45% | −141−0.5% | Reduced |
| CenterBook Partners LP | 30,470 | $13.6M | 0.85% | +2,327+8.3% | Added |
| Strong Tower Advisory Services | 30,475 | $13.6M | 4.47% | +6,386+26.5% | Added |
| WealthTrust Axiom LLC | 30,481 | $13.6M | 4.52% | +20+0.1% | Added |
| Monument Capital Management | 30,510 | $13.6M | 4.01% | −334−1.1% | Reduced |
| Huber Capital Management LLC | 30,543 | $13.7M | 3.10% | −6,150−16.8% | Reduced |
| Nadler Financial Group, Inc. | 30,554 | $13.7M | 1.60% | −106−0.3% | Reduced |
| Tyche Wealth Partners LLC | 30,615 | $13.7M | 3.33% | −209−0.7% | Reduced |
| Marks Group Wealth Management, Inc | 30,619 | $13.7M | 1.44% | +144+0.5% | Added |
| Cardiff Park Advisors, LLC | 30,640 | $13.7M | 1.32% | −60.0% | Reduced |
| Center for Financial Planning, Inc. | 30,665 | $13.7M | 1.98% | −182−0.6% | Reduced |
| Founders Financial Alliance, LLC | 30,723 | $13.7M | 4.07% | +674+2.2% | Added |
| Bray Capital Advisors | 30,742 | $13.7M | 3.45% | +232+0.8% | Added |
| XXEC, Inc. | 30,780 | $13.8M | 10.62% | −504−1.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 30,782 | $13.8M | 3.55% | +507+1.7% | Added |
| Chase Investment Counsel Corp | 30,785 | $13.8M | 4.88% | +1,229+4.2% | Added |
| Delta Financial Advisors LLC | 30,831 | $13.8M | 5.34% | +100+0.3% | Added |
| Carmichael Hill & Associates, Inc. | 30,846 | $13.8M | 5.61% | −325−1.0% | Reduced |
| JT Stratford LLC | 30,854 | $13.8M | 2.56% | +4,316+16.3% | Added |
| Shorepoint Capital Partners LLC | 30,890 | $13.8M | 3.24% | +149+0.5% | Added |
| RWM Asset Management, LLC | 30,907 | $13.8M | 2.48% | +1,280+4.3% | Added |
| Sentry LLC | 30,921 | $13.8M | 2.55% | +172+0.6% | Added |
| TFG Advisers LLC | 30,928 | $13.8M | 5.36% | −697−2.2% | Reduced |
| Icapital Wealth LLC | 30,940 | $13.8M | 7.54% | +2,556+9.0% | Added |
| Seizert Capital Partners, LLC | 30,976 | $13.8M | 0.69% | −4,636−13.0% | Reduced |
| Front Row Advisors LLC | 31,062 | $13.9M | 4.83% | −304−1.0% | Reduced |
| Capital Market Strategies LLC | 31,074 | $13.9M | 8.77% | +16,157+108.3% | Added |
| Northstar Asset Management LLC | 31,135 | $13.9M | 3.37% | −175−0.6% | Reduced |
| Birch Capital Management, LLC | 31,243 | $14.0M | 7.26% | −23−0.1% | Reduced |
| Horizon Investments, LLC | 31,259 | $14.0M | 0.39% | −13,744−30.5% | Reduced |
| Carderock Capital Management Inc | 31,279 | $14.0M | 3.66% | +316+1.0% | Added |
| Founders Financial Securities LLC | 31,291 | $14.0M | 1.32% | +2,236+7.7% | Added |
| Monolith Management Ltd | 31,300 | $14.0M | 6.45% | −45,500−59.2% | Reduced |
| Gardner Lewis Asset Management L P | 31,308 | $14.0M | 3.90% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 31,374 | $14.0M | 13.38% | −99−0.3% | Reduced |
| Versant Capital Management, Inc | 31,403 | $14.0M | 3.55% | +1,908+6.5% | Added |
| Chronos Wealth Management, LLC | 31,431 | $14.0M | 7.81% | −264−0.8% | Reduced |
| Personal Cfo Solutions, LLC | 31,432 | $14.0M | 2.16% | +209+0.7% | Added |
| Beck Capital Management, LLC | 31,460 | $14.1M | 3.87% | +898+2.9% | Added |
| Redwood Investment Management, LLC | 32,957 | $14.1M | 1.22% | +1,883+6.1% | Added |
| Chatham Capital Group, Inc. | 31,488 | $14.1M | 2.46% | +214+0.7% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 31,500 | $14.1M | 1.66% | +31,500 | New |
| Oxler Private Wealth LLC | 31,527 | $14.1M | 5.22% | −50.0% | Reduced |
| Larson Financial Group LLC | 31,574 | $14.1M | 0.96% | +6,435+25.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 31,586 | $14.1M | 3.40% | −218−0.7% | Reduced |
| Great Diamond Partners, LLC | 31,613 | $14.1M | 3.32% | −1,556−4.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,618 | $14.1M | 10.19% | −600−1.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 31,635 | $14.1M | 3.41% | −1,169−3.6% | Reduced |
| Carolinas Wealth Consulting LLC | 31,640 | $14.1M | 2.73% | +155+0.5% | Added |
| Boit C F David | 31,704 | $14.2M | 7.38% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 31,820 | $14.2M | 1.93% | +1,935+6.5% | Added |
| MCF Advisors LLC | 31,821 | $14.2M | 1.08% | +44+0.1% | Added |
| Somerset Trust Co | 31,859 | $14.2M | 5.84% | −1,450−4.4% | Reduced |
| Spreng Capital Management, Inc. | 31,867 | $14.2M | 7.38% | −227−0.7% | Reduced |
| Legacy Edge Advisors, LLC | 31,908 | $14.3M | 2.63% | +2,985+10.3% | Added |
| Muhlenkamp & Co Inc | 31,945 | $14.3M | 4.46% | +82+0.3% | Added |
| MUFG Securities EMEA plc | 31,957 | $14.3M | 0.64% | +30,545+2,163.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,969 | $14.3M | 0.73% | +254+0.8% | Added |
| Nicolet Bankshares Inc | 31,990 | $14.3M | 3.55% | −343−1.1% | Reduced |
| Dover Advisors, LLC | 32,013 | $14.3M | 8.84% | +471+1.5% | Added |