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 |
|---|---|---|---|---|---|
| Chiron Investment Management, LLC | 35,874 | $16.0M | 6.29% | +4,385+13.9% | Added |
| Shepherd Financial Partners LLC | 35,913 | $16.1M | 2.07% | +1,516+4.4% | Added |
| Punch & Associates Investment Management, Inc. | 35,947 | $16.1M | 0.95% | −6,145−14.6% | Reduced |
| Leo Wealth, LLC | 35,550 | $16.1M | 1.64% | +551+1.6% | Added |
| Udine Wealth Management, Inc. | 35,971 | $16.1M | 11.20% | −80−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,004 | $16.1M | 2.69% | +559+1.6% | Added |
| Capital Investment Advisory Services, LLC | 36,007 | $16.1M | 1.66% | −132−0.4% | Reduced |
| McGinn Investment Management, Inc. | 36,014 | $16.1M | 10.94% | −405−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 36,035 | $16.1M | 2.37% | +6,457+21.8% | Added |
| LM Advisors LLC | 36,123 | $16.1M | 0.03% | −6,443−15.1% | Reduced |
| Midland Wealth Advisors LLC | 36,125 | $16.1M | 0.96% | +1,252+3.6% | Added |
| Hollow Brook Wealth Management LLC | 36,147 | $16.2M | 5.49% | +4,428+14.0% | Added |
| Leeward Financial Partners, LLC | 36,202 | $16.2M | 6.57% | +592+1.7% | Added |
| Round Rock Advisors, LLC | 36,224 | $16.2M | 3.94% | +340+0.9% | Added |
| Portland Global Advisors LLC | 36,236 | $16.2M | 2.20% | −672−1.8% | Reduced |
| Enterprise Bank & Trust Co | 36,417 | $16.3M | 5.56% | +680+1.9% | Added |
| Bank of New Hampshire | 36,440 | $16.3M | 4.23% | −127−0.3% | Reduced |
| Vishria Bird Financial Group, LLC | 36,446 | $16.3M | 6.84% | −233−0.6% | Reduced |
| Quent Capital, LLC | 36,495 | $16.3M | 1.79% | +607+1.7% | Added |
| Broadwater Capital Management LLC | 36,549 | $16.3M | 12.59% | −2,190−5.7% | Reduced |
| Bizma Investimentos Ltda | 36,600 | $16.4M | 6.94% | −8,400−18.7% | Reduced |
| Kesler, Norman & Wride, LLC | 36,619 | $16.4M | 3.47% | +360+1.0% | Added |
| Selway Asset Management | 36,694 | $16.4M | 6.70% | −773−2.1% | Reduced |
| Codex Capital Asset Management L.L.C. | 39,000 | $16.4M | 7.51% | +39,000 | New |
| Bulltick Wealth Management, LLC | 36,773 | $16.4M | 4.60% | −6,377−14.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 36,838 | $16.5M | 5.24% | −1,276−3.3% | Reduced |
| AlphaStar Capital Management, LLC | 36,867 | $16.5M | 1.52% | +3,732+11.3% | Added |
| Pensionfund Sabic | 36,890 | $16.5M | 4.85% | 00.0% | Unchanged |
| Platform Technology Partners | 36,911 | $16.5M | 5.68% | +36,911 | New |
| Stokes Capital Advisors, LLC | 36,918 | $16.5M | 4.59% | +510+1.4% | Added |
| American Trust | 36,990 | $16.5M | 1.35% | −842−2.2% | Reduced |
| Parker Investment Management, LLC | 37,035 | $16.6M | 2.63% | −182−0.5% | Reduced |
| Westover Capital Advisors, LLC | 37,104 | $16.6M | 4.27% | −25−0.1% | Reduced |
| Ervin Investment Management, LLC | 37,161 | $16.6M | 11.51% | −1,832−4.7% | Reduced |
| Hall Capital Management Co Inc | 37,176 | $16.6M | 7.92% | +283+0.8% | Added |
| Marshall & Sullivan Inc | 37,176 | $16.6M | 8.30% | −875−2.3% | Reduced |
| TLW Wealth Management, LLC | 37,180 | $16.6M | 10.35% | −249−0.7% | Reduced |
| Coastal Investment Advisors, Inc. | 37,229 | $16.6M | 3.26% | +685+1.9% | Added |
| Occidental Asset Management, LLC | 37,229 | $16.6M | 2.92% | +3,339+9.9% | Added |
| Concentric Capital Strategies, LP | 37,243 | $16.6M | 1.04% | −21,666−36.8% | Reduced |
| Pegasus Asset Management, Inc. | 37,277 | $16.7M | 6.39% | +876+2.4% | Added |
| Richard C. Young & CO., LTD. | 37,278 | $16.7M | 2.03% | +69+0.2% | Added |
| NVWM, LLC | 37,315 | $16.7M | 4.44% | −170.0% | Reduced |
| WBH Advisory Inc | 37,440 | $16.7M | 1.69% | −72−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 37,449 | $16.7M | 5.88% | −235−0.6% | Reduced |
| Blueprint Investment Partners LLC | 37,550 | $16.8M | 3.63% | +2,439+6.9% | Added |
| Harrell Investment Partners, LLC | 37,576 | $16.8M | 4.88% | −1,567−4.0% | Reduced |
| Providence Capital Advisors, LLC | 37,606 | $16.8M | 3.66% | +29+0.1% | Added |
| Stanley-Laman Group, Ltd. | 37,624 | $16.8M | 2.42% | +549+1.5% | Added |
| Aviance Capital Partners, LLC | 37,660 | $16.8M | 2.39% | +580+1.6% | Added |
| Eagle Rock Investment Company, LLC | 37,661 | $16.8M | 3.05% | +4,385+13.2% | Added |
| United Capital Management of KS, Inc. | 37,661 | $16.8M | 3.71% | +555+1.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 37,729 | $16.9M | 3.85% | +259+0.7% | Added |
| Advisor OS, LLC | 37,802 | $16.9M | 1.85% | +2,549+7.2% | Added |
| Engineers Gate Manager LP | 37,819 | $16.9M | 0.38% | +37,227+6,288.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 37,921 | $16.9M | 3.30% | −15,819−29.4% | Reduced |
| David R. Rahn & Associates Inc. | 38,016 | $17.0M | 5.39% | +4,469+13.3% | Added |
| Heathbridge Capital Management Ltd. | 38,020 | $17.0M | 7.20% | −3,125−7.6% | Reduced |
| Golden State Equity Partners | 38,021 | $17.0M | 3.54% | +38,021 | New |
| Avidian Wealth Solutions, LLC | 38,090 | $17.0M | 0.82% | +3,972+11.6% | Added |
| Capital Investment Counsel, LLC | 38,097 | $17.0M | 3.34% | +781+2.1% | Added |
| Torray LLC | 38,116 | $17.0M | 2.54% | −2,695−6.6% | Reduced |
| Brown Miller Wealth Management, LLC | 38,120 | $17.0M | 7.08% | +307+0.8% | Added |
| Jackson Hole Capital Partners, LLC | 38,149 | $17.1M | 3.76% | −2,018−5.0% | Reduced |
| Herold Advisors, Inc. | 38,181 | $17.1M | 3.95% | +448+1.2% | Added |
| Ratan Capital Management LP | 38,265 | $17.1M | 5.23% | +6,000+18.6% | Added |
| First Trust Investment Solutions L.P. | 38,321 | $17.1M | 2.41% | +16,708+77.3% | Added |
| Everhart Financial Group, Inc. | 38,352 | $17.1M | 4.45% | +3,872+11.2% | Added |
| Argonautica Private Wealth Management, Inc | 38,405 | $17.2M | 5.87% | +48+0.1% | Added |
| Ransom Advisory, Ltd | 38,422 | $17.2M | 8.61% | +1,251+3.4% | Added |
| Tranquility Partners, LLC | 38,462 | $17.2M | 6.61% | −110.0% | Reduced |
| Mattern Capital Management, LLC | 38,541 | $17.2M | 2.38% | −244−0.6% | Reduced |
| Catalyst Financial Partners LLC | 38,547 | $17.2M | 3.79% | +6,359+19.8% | Added |
| Potrero Capital Research LLC | 38,694 | $17.3M | 7.45% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 38,760 | $17.3M | 5.23% | +332+0.9% | Added |
| Tradewinds, LLC. | 38,782 | $17.3M | 5.33% | +38,782 | New |
| Moss Adams Wealth Advisors LLC | 38,868 | $17.4M | 2.42% | +3,170+8.9% | Added |
| Searle & Co. | 38,879 | $17.4M | 4.07% | +68+0.2% | Added |
| Sunbelt Securities, Inc. | 38,881 | $17.4M | 1.78% | −1,514−3.7% | Reduced |
| Concord Wealth Partners | 38,909 | $17.4M | 3.07% | +1,422+3.8% | Added |
| First Personal Financial Services | 38,927 | $17.4M | 3.93% | +4,466+13.0% | Added |
| Roberts Wealth Advisors, LLC | 37,868 | $17.4M | 5.94% | +174+0.5% | Added |
| Coalescence Partners Investment Management, LP | 38,943 | $17.4M | 14.44% | +6,147+18.7% | Added |
| Coronation Fund Managers Ltd. | 39,169 | $17.5M | 1.01% | −43,093−52.4% | Reduced |
| World Equity Group, Inc. | 39,176 | $17.5M | 5.23% | −38,938−49.8% | Reduced |
| Savoie Capital LLC | 39,253 | $17.5M | 2.27% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 39,274 | $17.6M | 4.50% | −323−0.8% | Reduced |
| Birinyi Associates Inc | 39,356 | $17.6M | 5.27% | +590+1.5% | Added |
| Hilltop Holdings Inc. | 39,409 | $17.6M | 2.05% | +538+1.4% | Added |
| Litman Gregory Asset Management LLC | 39,442 | $17.6M | 1.56% | −525−1.3% | Reduced |
| Puzo Michael J | 39,453 | $17.6M | 4.89% | −502−1.3% | Reduced |
| Old Point Trust & Financial Services N A | 39,460 | $17.6M | 6.84% | −2,916−6.9% | Reduced |
| Financial Advisory Service, Inc. | 39,498 | $17.7M | 1.53% | +1,858+4.9% | Added |
| Hosking Partners LLP | 39,641 | $17.7M | 0.66% | −4,455−10.1% | Reduced |
| PDS Planning, Inc | 39,651 | $17.7M | 1.79% | +360+0.9% | Added |
| Great Lakes Retirement, Inc. | 39,665 | $17.7M | 2.43% | +1,435+3.8% | Added |
| Nicholas Investment Partners, LP | 39,743 | $17.8M | 1.84% | +1,164+3.0% | Added |
| Bank Hapoalim BM | 39,743 | $17.8M | 2.51% | +572+1.5% | Added |
| Stonebrook Private Inc. | 39,793 | $17.8M | 5.11% | +218+0.6% | Added |
| MONECO Advisors, LLC | 39,794 | $17.8M | 2.61% | +1,960+5.2% | Added |