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 |
|---|---|---|---|---|---|
| MTM Financial Group, LLC | 1,211 | $541.4K | 0.35% | +2+0.2% | Added |
| Ehrlich Financial Group | 1,213 | $542.1K | 0.43% | +164+15.6% | Added |
| FMA Wealth Management, LLC | 1,213 | $542.2K | 0.44% | −72−5.6% | Reduced |
| Wexford Capital LP | 1,215 | $543.0K | 0.14% | +7+0.6% | Added |
| Beacon Financial Planning, Inc | 1,217 | $544.0K | 0.37% | +1+0.1% | Added |
| Beacon Wealthcare LLC | 1,222 | $546.2K | 0.24% | −194−13.7% | Reduced |
| Summit Investment Advisory Services, LLC | 1,225 | $547.5K | 0.64% | +88+7.7% | Added |
| Fee-Only Financial Planning, L.C. | 1,226 | $548.0K | 0.37% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 1,227 | $548.0K | 0.31% | +146+13.5% | Added |
| Guardian Wealth Management, Inc. | 1,231 | $550.1K | 0.42% | +1+0.1% | Added |
| Marathon Trading Investment Management LLC | 1,236 | $552.4K | 0.15% | +1,236 | New |
| Lowery Thomas, LLC | 1,240 | $554.4K | 0.40% | +102+9.0% | Added |
| Truefg, LLC | 1,241 | $554.5K | 0.20% | +37+3.1% | Added |
| Philip James Wealth Mangement, LLC | 1,255 | $560.8K | 0.37% | −98−7.2% | Reduced |
| Barnett & Company, Inc. | 1,255 | $560.9K | 0.40% | 00.0% | Unchanged |
| New Harbor Financial Group, LLC | 1,255 | $560.9K | 0.19% | +450+55.9% | Added |
| LPWM LLC | 1,204 | $561.4K | 0.19% | +2+0.2% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,257 | $561.8K | 0.24% | +135+12.0% | Added |
| Essex Private Wealth Management, LLC | 1,261 | $563.7K | 1.43% | −23−1.8% | Reduced |
| Josh Arnold Investment Consultant, LLC | 1,262 | $564.1K | 0.48% | +20+1.6% | Added |
| Keating Investment Counselors Inc | 1,265 | $565.4K | 0.18% | −1,080−46.1% | Reduced |
| Anfield Capital Management, LLC | 1,269 | $567.4K | 0.28% | +291+29.8% | Added |
| Family Capital Trust Co | 1,283 | $573.4K | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,287 | $575.0K | 0.37% | +16+1.3% | Added |
| Prism Advisors, Inc. | 1,287 | $575.0K | 0.17% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,290 | $576.6K | 0.19% | +6+0.5% | Added |
| True Wealth Design, LLC | 1,292 | $577.5K | 0.14% | +44+3.5% | Added |
| GenWealth Group, Inc. | 1,294 | $578.4K | 0.14% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,296 | $579.2K | 0.36% | +400+44.6% | Added |
| Applied Capital LLC | 1,297 | $579.7K | 0.33% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,298 | $580.1K | 0.67% | +326+33.5% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 1,300 | $581.0K | 0.86% | +1,300 | New |
| Raub Brock Capital Management LP | 1,300 | $581.2K | 0.13% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 1,308 | $584.6K | 0.27% | +49+3.9% | Added |
| Waller Financial Planning Group, Inc | 1,320 | $589.9K | 0.16% | +30+2.3% | Added |
| Bryant Woods Investment Advisors, LLC | 1,868 | $590.3K | 0.43% | +108+6.1% | Added |
| Lagoda Investment Management, L.P. | 1,325 | $592.2K | 0.34% | 00.0% | Unchanged |
| BCK Partners, Inc. | 1,329 | $594.0K | 0.31% | +216+19.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 1,332 | $595.3K | 0.23% | +26+2.0% | Added |
| True Vision MN LLC | 1,334 | $596.2K | 0.39% | −5−0.4% | Reduced |
| Highland Financial Advisors, LLC | 1,341 | $599.0K | 0.22% | +423+46.1% | Added |
| LBJ Family Wealth Advisors, Ltd. | 1,346 | $602.0K | 0.38% | +1,346 | New |
| O'Brien Wealth Partners LLC | 1,352 | $604.4K | 0.14% | +153+12.8% | Added |
| REAP Financial Group, LLC | 1,354 | $605.1K | 0.16% | −278−17.0% | Reduced |
| Sollinda Capital Management LLC | 1,357 | $606.5K | 0.18% | −18−1.3% | Reduced |
| Fenimore Asset Management Inc | 1,359 | $607.2K | 0.01% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 1,359 | $607.4K | 0.31% | +1,359 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 1,361 | $608.7K | 0.17% | +250+22.5% | Added |
| Disciplined Investments, LLC | 1,362 | $608.7K | 0.32% | +27+2.0% | Added |
| Compass Advisory Group LLC | 1,367 | $611.0K | 0.27% | −15−1.1% | Reduced |
| RTD Financial Advisors, Inc. | 1,367 | $611.0K | 0.08% | +41+3.1% | Added |
| Boston Standard Wealth Management, LLC | 1,372 | $613.0K | 0.13% | −348−20.2% | Reduced |
| Cardinal Point Capital Management, ULC | 1,376 | $615.0K | 0.11% | +340+32.8% | Added |
| BCM Advisors, LLC | 1,479 | $616.9K | 0.15% | −105−6.6% | Reduced |
| Avalon Advisory Group | 1,381 | $617.2K | 0.29% | 00.0% | Unchanged |
| Sharper & Granite LLC | 1,384 | $618.6K | 0.30% | −25−1.8% | Reduced |
| Cordant, Inc. | 1,393 | $622.6K | 0.35% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 1,393 | $622.8K | 0.22% | 00.0% | Unchanged |
| PPS&V Asset Management Consultants, Inc. | 1,394 | $623.0K | 0.45% | +1+0.1% | Added |
| V2 Financial group LLC | 1,460 | $623.0K | 0.42% | −32−2.1% | Reduced |
| Thompson Davis & Co., Inc. | 1,394 | $623.0K | 0.54% | +92+7.1% | Added |
| JFG Wealth Management, LLC | 1,395 | $623.5K | 0.18% | +321+29.9% | Added |
| Boothe Investment Group, Inc. | 1,366 | $624.0K | 0.29% | +1,366 | New |
| Windham Capital Management, LLC | 1,397 | $624.4K | 0.49% | 00.0% | Unchanged |
| Western Financial Corp | 1,400 | $625.5K | 0.38% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 1,400 | $625.7K | 0.46% | −493−26.0% | Reduced |
| Keeley-Teton Advisors, LLC | 1,408 | $629.3K | 0.08% | +91+6.9% | Added |
| Valley Financial Group, Inc. | 1,409 | $629.8K | 0.46% | −2−0.1% | Reduced |
| Vima LLC | 1,419 | $634.2K | 1.40% | −143−9.2% | Reduced |
| Financial Futures Ltd Liability Co. | 1,419 | $634.3K | 0.39% | +1,419 | New |
| Oceanside Advisors LLC | 1,424 | $636.5K | 0.51% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 1,429 | $638.7K | 0.38% | −1,321−48.0% | Reduced |
| Equita Financial Network, Inc. | 1,434 | $641.0K | 0.27% | +427+42.4% | Added |
| Significant Wealth Partners LLC | 1,435 | $641.3K | 0.36% | +89+6.6% | Added |
| Denver Wealth Management, Inc. | 1,443 | $644.9K | 0.32% | −38−2.6% | Reduced |
| LifePro Asset Management | 1,450 | $648.0K | 0.46% | +10+0.7% | Added |
| Donald L. Hagan, LLC | 1,470 | $656.8K | 0.35% | −474−24.4% | Reduced |
| Exane Asset Management | 1,470 | $657.0K | 0.46% | −430−22.6% | Reduced |
| Plum Street Advisors, LLC | 1,471 | $657.5K | 0.38% | −1,477−50.1% | Reduced |
| Luminvest Wealth Management LLC | 1,494 | $658.0K | 0.31% | +994+198.8% | Added |
| EnRich Financial Partners LLC | 1,475 | $659.3K | 0.24% | +3+0.2% | Added |
| Schiavi & Co LLC | 1,478 | $660.8K | 0.26% | +878+146.3% | Added |
| Dark Forest Capital Management LP | 1,480 | $661.5K | 0.12% | +938+173.1% | Added |
| Stone House Investment Management, LLC | 1,481 | $661.8K | 0.17% | +8+0.5% | Added |
| Redmont Wealth Advisors LLC | 1,483 | $662.8K | 1.04% | 00.0% | Unchanged |
| Strategic Equity Management | 1,487 | $664.6K | 0.43% | +168+12.7% | Added |
| Thomas Story & Son LLC | 1,495 | $668.0K | 0.29% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 1,505 | $672.5K | 4.10% | +16+1.1% | Added |
| New England Capital Financial Advisors LLC | 1,513 | $676.3K | 0.38% | +1+0.1% | Added |
| Raymond James Trust Co. of NH | 1,524 | $681.1K | 6.34% | −16−1.0% | Reduced |
| Core Wealth Management, Inc. | 1,524 | $681.2K | 0.28% | +173+12.8% | Added |
| NFC Investments, LLC | 1,525 | $682.0K | 0.20% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1,528 | $682.7K | 0.46% | −313−17.0% | Reduced |
| Advantage Trust Co | 1,528 | $682.9K | 0.49% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 1,531 | $684.2K | 0.30% | +49+3.3% | Added |
| Sippican Capital Advisors | 1,538 | $687.4K | 0.54% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 1,544 | $690.1K | 0.45% | −87−5.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,557 | $696.0K | 0.60% | −18−1.1% | Reduced |
| Capstone Capital Wealth Advisors | 1,575 | $703.9K | 0.63% | 00.0% | Unchanged |
| Capital Wealth Management, LLC | 1,576 | $704.4K | 0.32% | 00.0% | Unchanged |