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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 32,043 | $14.3M | 1.59% | +511+1.6% | Added |
| Alpha Family Trust | 32,070 | $14.3M | 8.40% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 31,410 | $14.3M | 4.17% | +1,086+3.6% | Added |
| Apollon Financial, LLC | 32,140 | $14.4M | 4.65% | +830+2.7% | Added |
| Uncommon Cents Investing LLC | 32,142 | $14.4M | 4.52% | −400−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 32,168 | $14.4M | 7.33% | −911−2.8% | Reduced |
| Prudent Investors Network | 32,176 | $14.4M | 5.20% | +1,403+4.6% | Added |
| Cornerstone Advisory, LLC | 32,247 | $14.4M | 2.03% | −2,308−6.7% | Reduced |
| Zega Financial, LLC | 32,301 | $14.4M | 5.22% | +9,339+40.7% | Added |
| Mirador Capital Partners LP | 32,309 | $14.4M | 2.72% | +556+1.8% | Added |
| Waterloo Capital, L.P. | 32,342 | $14.5M | 1.73% | +2,841+9.6% | Added |
| Biltmore Family Office, LLC | 32,381 | $14.5M | 2.66% | +2,824+9.6% | Added |
| Ravenstone Capital Management Inc. | 32,384 | $14.5M | 9.65% | −610−1.8% | Reduced |
| Jupiter Wealth Management LLC | 34,603 | $14.5M | 7.67% | −798−2.3% | Reduced |
| Harbour Capital Advisors, LLC | 31,762 | $14.5M | 3.44% | −128−0.4% | Reduced |
| General Pension Society PZU Joint Stock Co | 32,500 | $14.5M | 4.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 32,500 | $14.5M | 0.54% | +10,300+46.4% | Added |
| Catalina Capital Group, LLC | 32,505 | $14.5M | 5.53% | +6,749+26.2% | Added |
| Sonata Capital Group Inc | 32,544 | $14.5M | 7.47% | +2,338+7.7% | Added |
| Bellwether Advisors, LLC | 32,547 | $14.5M | 3.05% | +20,455+169.2% | Added |
| Concentric Wealth Management, LLC | 32,554 | $14.5M | 3.79% | +352+1.1% | Added |
| Artemis Wealth Advisors, LLC | 32,580 | $14.6M | 2.57% | +80.0% | Added |
| Greater Midwest Financial Group, LLC | 34,941 | $14.6M | 9.23% | +112+0.3% | Added |
| Greystone Financial Group, LLC | 32,707 | $14.6M | 2.86% | +315+1.0% | Added |
| Tikehau Investment Management | 32,807 | $14.7M | 12.99% | +1,297+4.1% | Added |
| Old Port Advisors | 32,841 | $14.7M | 4.38% | +539+1.7% | Added |
| Dudley Capital Management, LLC | 32,845 | $14.7M | 8.22% | +10.0% | Added |
| Builder Investment Group Inc | 32,891 | $14.7M | 4.01% | −48−0.1% | Reduced |
| Sphera Funds Management Ltd. | 32,927 | $14.7M | 2.40% | +5,379+19.5% | Added |
| Castle Rock Wealth Management, LLC | 32,272 | $14.7M | 3.68% | +1,051+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 32,996 | $14.7M | 2.47% | +1,029+3.2% | Added |
| Financial Perspectives, Inc | 33,018 | $14.8M | 5.45% | +40.0% | Added |
| Northside Capital Management, LLC | 33,052 | $14.8M | 2.54% | −486−1.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,109 | $14.8M | 0.32% | +469+1.4% | Added |
| Westmount Partners, LLC | 32,406 | $14.8M | 4.89% | +56+0.2% | Added |
| Affinity Wealth Management LLC | 33,135 | $14.8M | 2.70% | +100+0.3% | Added |
| Delta Investment Management, LLC | 33,185 | $14.8M | 3.27% | +2,243+7.2% | Added |
| Sentry Investment Management LLC | 33,187 | $14.8M | 6.59% | −8,799−21.0% | Reduced |
| Bedel Financial Consulting, Inc. | 33,240 | $14.9M | 2.18% | −949−2.8% | Reduced |
| Univest Financial Corp | 33,288 | $14.9M | 4.13% | −878−2.6% | Reduced |
| Independence Bank of Kentucky | 33,299 | $14.9M | 3.95% | +4,765+16.7% | Added |
| Alaska Permanent Fund Corp | 35,576 | $14.9M | 0.22% | −2,848−7.4% | Reduced |
| Davis-Rea Ltd. | 33,302 | $14.9M | 7.44% | −1,769−5.0% | Reduced |
| Junto Capital Management LP | 33,372 | $14.9M | 0.33% | −185,203−84.7% | Reduced |
| Plancorp, LLC | 33,404 | $14.9M | 0.65% | −261−0.8% | Reduced |
| LMG Wealth Partners, LLC | 33,432 | $14.9M | 3.73% | +160+0.5% | Added |
| Glassy Mountain Advisors, Inc. | 33,433 | $14.9M | 5.54% | −344−1.0% | Reduced |
| Summa Corp. | 33,434 | $14.9M | 7.24% | +1,044+3.2% | Added |
| DCM Advisors, LLC | 33,487 | $15.0M | 7.90% | −9,389−21.9% | Reduced |
| C Partners Holding GmbH | 33,716 | $15.1M | 4.35% | +963+2.9% | Added |
| Buckhead Capital Management LLC | 33,716 | $15.1M | 5.10% | −392−1.1% | Reduced |
| Aries Wealth Management | 33,777 | $15.1M | 4.76% | +42+0.1% | Added |
| Financial Network Wealth Management LLC | 33,835 | $15.1M | 5.76% | −62−0.2% | Reduced |
| SeaTown Holdings Pte. Ltd. | 33,854 | $15.1M | 10.96% | −25,610−43.1% | Reduced |
| Arvest Trust Co N A | 33,869 | $15.1M | 0.90% | +22,158+189.2% | Added |
| Humankind Investments LLC | 33,870 | $15.1M | 4.02% | −5,432−13.8% | Reduced |
| Bell Bank | 33,876 | $15.1M | 1.27% | +1,363+4.2% | Added |
| Consolidated Planning Corp | 33,941 | $15.2M | 2.50% | +2,330+7.4% | Added |
| Raab & Moskowitz Asset Management LLC | 33,953 | $15.2M | 4.12% | −126−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 33,980 | $15.2M | 1.43% | +237+0.7% | Added |
| PKO Investment Management Joint-Stock Co | 34,000 | $15.2M | 1.88% | −2,000−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 34,001 | $15.2M | 2.71% | +685+2.1% | Added |
| Arden Trust Co | 34,016 | $15.2M | 2.12% | −1,480−4.2% | Reduced |
| DLK Investment Management, LLC | 34,021 | $15.2M | 6.28% | +2,350+7.4% | Added |
| Advanced Asset Management Advisors Inc | 34,126 | $15.3M | 4.05% | −117−0.3% | Reduced |
| Connable Office Inc | 34,130 | $15.3M | 1.64% | +1,541+4.7% | Added |
| Zullo Investment Group, Inc. | 34,129 | $15.3M | 6.70% | +69+0.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 34,186 | $15.3M | 0.14% | −4,396−11.4% | Reduced |
| Harbour Trust & Investment Management Co | 34,234 | $15.3M | 1.82% | +1,301+4.0% | Added |
| Abbot Financial Management, Inc. | 34,273 | $15.3M | 8.21% | −768−2.2% | Reduced |
| Gifford Fong Associates | 34,302 | $15.3M | 4.06% | 00.0% | Unchanged |
| Clear Street Derivatives LLC | 34,448 | $15.4M | 0.24% | +5,124+17.5% | Added |
| Guardian Wealth Advisors, LLC | 34,498 | $15.4M | 1.80% | −25−0.1% | Reduced |
| John G Ullman & Associates Inc | 34,573 | $15.5M | 2.36% | −173−0.5% | Reduced |
| Umpqua Bank | 34,614 | $15.5M | 5.99% | +861+2.6% | Added |
| Tradition Wealth Management, LLC | 34,710 | $15.5M | 1.50% | +1,033+3.1% | Added |
| Citizens National Bank Trust Department | 34,732 | $15.5M | 3.46% | −83−0.2% | Reduced |
| Hirtle Callaghan & Co LLC | 34,755 | $15.5M | 0.67% | +1,298+3.9% | Added |
| Navellier & Associates Inc | 34,803 | $15.6M | 1.83% | +592+1.7% | Added |
| First Bank & Trust | 34,847 | $15.6M | 3.17% | −395−1.1% | Reduced |
| Roman Butler Fullerton & Co | 33,420 | $15.6M | 5.04% | +1,305+4.1% | Added |
| Fortis Capital Advisors, LLC | 34,960 | $15.6M | 5.64% | +3,079+9.7% | Added |
| Quotient Wealth Partners, LLC | 34,978 | $15.6M | 0.55% | −231−0.7% | Reduced |
| Miura Global Management, LLC | 35,000 | $15.6M | 15.25% | −5,000−12.5% | Reduced |
| First Sabrepoint Capital Management LP | 35,000 | $15.6M | 6.62% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 35,040 | $15.7M | 5.82% | +2,152+6.5% | Added |
| Journey Strategic Wealth LLC | 35,041 | $15.7M | 0.67% | +1,905+5.7% | Added |
| Franchise Capital Ltd | 35,159 | $15.7M | 3.80% | −53,366−60.3% | Reduced |
| IFG Advisory, LLC | 35,259 | $15.8M | 1.01% | +612+1.8% | Added |
| Warther Private Wealth, LLC | 35,272 | $15.8M | 6.17% | +1,634+4.9% | Added |
| Nilsine Partners, LLC | 35,315 | $15.8M | 2.12% | +156+0.4% | Added |
| Nikko Asset Management Americas, Inc. | 35,345 | $15.8M | 0.18% | −4,131−10.5% | Reduced |
| Grove Bank & Trust | 35,479 | $15.9M | 2.55% | +587+1.7% | Added |
| Mission Creek Capital Partners, Inc. | 35,492 | $15.9M | 3.99% | +5,603+18.7% | Added |
| Strategic Investment Advisors | 35,541 | $15.9M | 1.94% | +890+2.6% | Added |
| Kidder Stephen W | 35,568 | $15.9M | 4.97% | −279−0.8% | Reduced |
| Royal Fund Management, LLC | 35,288 | $15.9M | 2.14% | −7,610−17.7% | Reduced |
| Lafayette Investments, Inc. | 35,597 | $15.9M | 3.62% | +479+1.4% | Added |
| Resonant Capital Advisors, LLC | 35,611 | $15.9M | 1.29% | +1,861+5.5% | Added |
| Northwest Capital Management Inc | 35,817 | $16.0M | 5.84% | −5,233−12.7% | Reduced |