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 |
|---|---|---|---|---|---|
| Abich Financial Wealth Management LLC | 1,578 | $705.3K | 0.48% | +81+5.4% | Added |
| TL Private Wealth | 1,572 | $706.6K | 0.32% | 00.0% | Unchanged |
| Penney Financial, LLC | 1,589 | $710.2K | 0.52% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 1,592 | $711.5K | 0.23% | −400−20.1% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,595 | $712.9K | 0.45% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,596 | $713.0K | 0.37% | +1,596 | New |
| Knott David M Jr | 1,600 | $715.0K | 0.29% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,600 | $715.1K | 0.43% | +1,600 | New |
| Sara-Bay Financial | 1,601 | $715.6K | 0.29% | +127+8.6% | Added |
| Bruce G. Allen Investments, LLC | 1,612 | $720.5K | 0.61% | −182−10.1% | Reduced |
| Delta Accumulation, LLC | 1,618 | $723.2K | 4.05% | +2+0.1% | Added |
| VanderPol Investments L.L.C. | 1,628 | $727.6K | 2.21% | +30+1.9% | Added |
| Bennett Associates Wealth Management | 1,631 | $729.0K | 0.66% | −618−27.5% | Reduced |
| Schoolcraft Capital LLC | 1,635 | $730.8K | 0.16% | −19−1.1% | Reduced |
| High Probability Advisors, LLC | 1,639 | $732.6K | 0.13% | 00.0% | Unchanged |
| Higgins & Schmidt Wealth Strategies LLC | 1,640 | $732.8K | 0.53% | +11+0.7% | Added |
| Cypress Financial Planning LLC | 1,640 | $733.0K | 0.31% | −267−14.0% | Reduced |
| McCarthy Asset Management, Inc. | 1,642 | $733.9K | 0.43% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 1,644 | $734.7K | 0.67% | −331−16.8% | Reduced |
| Mizuho Bank, Ltd. | 1,650 | $737.5K | 0.18% | +1,650 | New |
| Team Hewins, LLC | 1,654 | $739.3K | 0.31% | +1,654 | New |
| West Financial Advisors, LLC | 1,661 | $742.3K | 0.15% | −17−1.0% | Reduced |
| Resolute Partners Group | 1,671 | $746.9K | 0.19% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,673 | $747.9K | 0.26% | +159+10.5% | Added |
| FIDELIS iM, LLC | 1,677 | $749.0K | 0.37% | +3+0.2% | Added |
| Passumpsic Savings Bank | 1,676 | $749.1K | 0.54% | −1,294−43.6% | Reduced |
| Cyr Financial Inc. | 1,686 | $753.7K | 0.75% | +1,686 | New |
| Valued Wealth Advisors LLC | 1,687 | $754.2K | 0.52% | +203+13.7% | Added |
| Kure Advisory, LLC | 1,692 | $756.1K | 0.62% | +185+12.3% | Added |
| Arkansas Financial Group, Inc. | 1,698 | $758.9K | 0.14% | −21−1.2% | Reduced |
| Karpus Management, Inc. | 1,700 | $759.8K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 1,702 | $761.0K | 0.13% | 00.0% | Unchanged |
| Atlas Financial Advisors, Inc. | 1,704 | $761.6K | 1.26% | −127−6.9% | Reduced |
| PFS Partners, LLC | 1,706 | $762.6K | 0.48% | −7−0.4% | Reduced |
| Foundry Financial Group, Inc. | 1,707 | $763.1K | 0.53% | +22+1.3% | Added |
| Weinberger Asset Management, Inc | 1,709 | $764.0K | 0.36% | +294+20.8% | Added |
| Graham Capital Wealth Management, LLC | 1,711 | $764.7K | 1.03% | −841−33.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 1,719 | $768.2K | 0.58% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,720 | $768.9K | 0.32% | −299−14.8% | Reduced |
| Clear Point Advisors Inc. | 1,722 | $769.8K | 0.63% | +2+0.1% | Added |
| American Capital Advisory, LLC | 2,052 | $771.7K | 0.55% | +684+50.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,737 | $776.5K | 0.33% | +27+1.6% | Added |
| Baron Financial Group, LLC | 1,738 | $776.7K | 0.49% | −524−23.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 1,740 | $777.9K | 0.22% | +28+1.6% | Added |
| Shared Vision Wealth Group LLC | 1,741 | $777.9K | 0.45% | +687+65.2% | Added |
| Blankinship & Foster, LLC | 1,750 | $782.0K | 0.20% | +1+0.1% | Added |
| AAFCPAs Wealth Management, LLC | 1,774 | $792.7K | 0.41% | +221+14.2% | Added |
| Gordian Advisors LLC | 1,786 | $798.3K | 0.77% | −11−0.6% | Reduced |
| ETF Portfolio Partners, Inc. | 1,789 | $799.6K | 0.25% | 00.0% | Unchanged |
| Arcadia Wealth Management, LLC | 1,801 | $804.9K | 0.46% | +55+3.2% | Added |
| Surience Private Wealth LLC | 1,804 | $806.3K | 1.04% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 1,812 | $809.7K | 0.24% | +56+3.2% | Added |
| Kahn Brothers Group Inc | 1,827 | $816.6K | 0.14% | −75−3.9% | Reduced |
| Delta Wealth Advisors LLC | 1,828 | $817.0K | 0.80% | +116+6.8% | Added |
| Goodman Financial Corp | 1,830 | $817.9K | 0.18% | +1,830 | New |
| Hunter Perkins Capital Management, LLC | 1,840 | $822.0K | 0.17% | −200−9.8% | Reduced |
| Coco Enterprises, LLC | 1,948 | $822.3K | 0.56% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 1,843 | $823.7K | 0.35% | +263+16.6% | Added |
| Fairman Group, LLC | 1,844 | $824.4K | 0.84% | 00.0% | Unchanged |
| Forbes Financial Planning, Inc. | 1,845 | $824.6K | 0.65% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 1,846 | $824.9K | 0.27% | +1+0.1% | Added |
| Lingohr & Partner Asset Management GmbH | 1,848 | $826.0K | 2.06% | +41+2.3% | Added |
| Core Wealth Advisors, Inc. | 1,848 | $826.2K | 0.28% | +294+18.9% | Added |
| Monument Group Wealth Advisors, LLC | 1,849 | $826.4K | 0.56% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,853 | $828.2K | 0.21% | −1−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 1,860 | $831.0K | 0.22% | −13,343−87.8% | Reduced |
| Compass Financial Group, Inc. | 1,784 | $834.1K | 0.42% | +20+1.1% | Added |
| Xcel Wealth Management, LLC | 1,867 | $834.6K | 0.26% | −421−18.4% | Reduced |
| Dodds Wealth, LLC | 1,818 | $835.2K | 0.33% | +201+12.4% | Added |
| Poplar Forest Capital LLC | 1,869 | $835.4K | 0.12% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 1,881 | $840.7K | 0.80% | 00.0% | Unchanged |
| Enzi Wealth | 1,806 | $844.4K | 0.37% | +145+8.7% | Added |
| Plotkin Financial Advisors, LLC | 1,890 | $844.7K | 0.54% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 1,897 | $847.9K | 0.22% | +40+2.2% | Added |
| Kaye Capital Management | 1,901 | $849.5K | 0.36% | +58+3.1% | Added |
| Epic Trust Investment Advisors, LLC | 1,903 | $850.7K | 0.94% | −234−10.9% | Reduced |
| Battery Global Advisors, LLC | 1,906 | $851.9K | 0.56% | +486+34.2% | Added |
| Whitcomb & Hess, Inc. | 1,908 | $853.0K | 0.27% | −331−14.8% | Reduced |
| DBK Financial Counsel, LLC | 1,909 | $853.1K | 0.93% | −97−4.8% | Reduced |
| Morton Brown Family Wealth, LLC | 1,938 | $853.4K | 0.34% | +50+2.6% | Added |
| VanWeelden Wealth Management, LLC | 1,723 | $857.2K | 0.73% | +1,723 | New |
| Financial Symmetry Inc | 1,922 | $859.0K | 0.67% | +115+6.4% | Added |
| Emergent Wealth Advisors, LLC | 1,859 | $860.5K | 0.69% | +693+59.4% | Added |
| Hilltop Wealth Advisors, LLC | 1,928 | $861.8K | 0.43% | +527+37.6% | Added |
| Penn Davis McFarland Inc | 1,934 | $864.4K | 0.13% | −293−13.2% | Reduced |
| Sterling Manor Financial, LLC | 1,940 | $867.0K | 0.66% | −50−2.5% | Reduced |
| IAG Wealth Partners, LLC | 1,940 | $867.1K | 0.17% | +103+5.6% | Added |
| Demars Financial Group, LLC | 1,941 | $867.5K | 0.42% | −41−2.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,952 | $872.4K | 1.91% | −10,780−84.7% | Reduced |
| Private Wealth Strategies, L.L.C. | 1,955 | $873.7K | 0.18% | +31+1.6% | Added |
| Motiv8 Investments LLC | 1,957 | $874.6K | 0.65% | −35−1.8% | Reduced |
| Sequent Asset Management, LLC | 1,958 | $875.2K | 0.44% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,959 | $875.6K | 0.40% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 1,963 | $878.2K | 0.81% | +1,963 | New |
| Allie Family Office LLC | 1,965 | $878.3K | 0.53% | +1,965 | New |
| Boston Mountain Money Management Inc | 1,967 | $879.1K | 0.58% | 00.0% | Unchanged |
| Corecam Pte. Ltd. | 1,975 | $882.7K | 0.66% | +1,975 | New |
| Future Financial Wealth Managment LLC | 1,982 | $885.9K | 0.78% | −925−31.8% | Reduced |
| Tidemark, LLC | 1,982 | $886.0K | 0.41% | +868+77.9% | Added |
| Eaton-Cambridge Inc. | 1,983 | $886.3K | 0.45% | −6−0.3% | Reduced |