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 |
|---|---|---|---|---|---|
| Orin Green Financial, LLC | 1,985 | $887.2K | 0.41% | – | – |
| Ruedi Wealth Management, Inc. | 1,991 | $889.9K | 0.35% | +84+4.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,000 | $893.9K | 0.34% | −1,000−33.3% | Reduced |
| Burrus Financial Services, Inc. | 2,019 | $902.3K | 0.46% | +3+0.1% | Added |
| Alamar Capital Management, LLC | 2,036 | $909.8K | 0.55% | +2,036 | New |
| Capital CS Group, LLC | 2,036 | $910.0K | 1.05% | +1,476+263.6% | Added |
| Partners in Financial Planning | 2,036 | $910.1K | 0.20% | +23+1.1% | Added |
| St. Louis Trust Co | 2,040 | $911.8K | 0.14% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 2,041 | $912.1K | 0.97% | +2,041 | New |
| Hoya Capital Real Estate, LLC | 2,044 | $913.6K | 17.91% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 1,997 | $917.5K | 0.76% | +129+6.9% | Added |
| DHK Financial Advisors, Inc. | 2,057 | $919.5K | 0.64% | +2,057 | New |
| Galibier Capital Management Ltd. | 2,058 | $919.8K | 0.23% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 2,033 | $921.0K | 0.12% | −32,991−94.2% | Reduced |
| Great Oak Capital Partners, LLC | 2,278 | $925.1K | 0.35% | −10−0.4% | Reduced |
| Chico Wealth RIA | 2,070 | $925.2K | 0.85% | +157+8.2% | Added |
| Ardent Capital Management, Inc. | 2,073 | $926.5K | 0.45% | 00.0% | Unchanged |
| Etfidea, LLC | 2,086 | $932.3K | 0.32% | +20+1.0% | Added |
| Priebe Wealth Holdings LLC | 2,091 | $934.4K | 0.74% | −64−3.0% | Reduced |
| Brickley Wealth Management | 2,093 | $935.5K | 0.20% | −250−10.7% | Reduced |
| Darrow Company, Inc. | 2,097 | $937.3K | 0.61% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,098 | $937.7K | 0.46% | +201+10.6% | Added |
| Long Island Wealth Management, Inc. | 2,098 | $938.0K | 0.66% | −10−0.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 2,232 | $939.1K | 0.60% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 2,105 | $940.8K | 0.00% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,110 | $943.1K | 0.34% | +10.0% | Added |
| GoalFusion Wealth Management, LLC | 2,113 | $944.3K | 0.59% | +513+32.1% | Added |
| MBE Wealth Management, LLC | 2,118 | $946.7K | 0.57% | −24−1.1% | Reduced |
| FreeGulliver LLC | 2,118 | $947.1K | 0.65% | +520+32.5% | Added |
| Mendota Financial Group, LLC | 2,123 | $949.1K | 0.51% | 00.0% | Unchanged |
| Able Wealth Management LLC | 2,127 | $950.8K | 0.78% | −241−10.2% | Reduced |
| ForthRight Wealth Management, LLC | 2,129 | $951.7K | 0.34% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 2,130 | $951.8K | 0.58% | +330+18.3% | Added |
| MontVue Capital Management, Inc. | 2,131 | $952.4K | 0.76% | +794+59.4% | Added |
| Cannon Financial Strategists, Inc. | 2,136 | $954.8K | 0.18% | −243−10.2% | Reduced |
| Portland Investment Counsel Inc. | 2,137 | $955.1K | 0.34% | −17−0.8% | Reduced |
| Conservest Capital Advisors, Inc. | 2,280 | $959.3K | 0.10% | 00.0% | Unchanged |
| Jentner Corp | 2,147 | $959.8K | 0.32% | 00.0% | Unchanged |
| SWS Partners | 2,165 | $967.9K | 0.29% | −1,233−36.3% | Reduced |
| Kendall Capital Management | 2,169 | $969.4K | 0.32% | +103+5.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,170 | $969.9K | 0.34% | +165+8.2% | Added |
| Horizon Family Wealth, Inc. | 2,174 | $971.8K | 0.74% | −40−1.8% | Reduced |
| Melfa Wealth Management, LLC | 2,179 | $973.8K | 0.68% | +270+14.1% | Added |
| Gouws Capital LLC | 2,179 | $973.9K | 0.70% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 2,134 | $974.5K | 0.44% | −256−10.7% | Reduced |
| Annapolis Financial Services, LLC | 2,196 | $981.6K | 0.32% | +27+1.2% | Added |
| Meridian Management Co | 2,197 | $982.1K | 0.27% | +112+5.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 2,200 | $983.3K | 0.16% | 00.0% | Unchanged |
| Auour Investments LLC | 2,202 | $984.2K | 0.37% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 2,207 | $986.4K | 5.58% | −260−10.5% | Reduced |
| Horrell Capital Management, Inc. | 2,211 | $988.0K | 0.29% | 00.0% | Unchanged |
| HTG Investment Advisors, Inc. | 2,214 | $989.7K | 0.53% | −50−2.2% | Reduced |
| Coyle Financial Counsel LLC | 2,356 | $991.2K | 0.35% | 00.0% | Unchanged |
| TNF LLC | 2,313 | $992.1K | 0.37% | +201+9.5% | Added |
| Retireful, LLC | 2,221 | $992.7K | 0.47% | +2,221 | New |
| Wealth Forward, LLC | 2,222 | $993.1K | 0.78% | +195+9.6% | Added |
| O'Connor Financial Group LLC | 2,224 | $994.0K | 0.58% | +10+0.5% | Added |
| ESL Trust Services, LLC | 2,227 | $995.4K | 0.24% | +171+8.3% | Added |
| Avid Wealth Partners LLC | 2,232 | $997.6K | 0.78% | −260−10.4% | Reduced |
| TKG Advisors, LLC | 2,233 | $997.9K | 0.54% | −241−9.7% | Reduced |
| TAP Consulting, LLC | 2,239 | $1.00M | 0.21% | −56−2.4% | Reduced |
| Arbor Wealth Advisors LLC | 2,240 | $1.00M | 0.99% | −25−1.1% | Reduced |
| ESG Planning | 2,243 | $1.00M | 0.99% | +1,270+130.5% | Added |
| One Degree Advisors Inc | 2,249 | $1.00M | 0.48% | +198+9.7% | Added |
| 25 LLC | 2,250 | $1.01M | 0.48% | +4+0.2% | Added |
| Arnhold LLC | 2,250 | $1.01M | 0.11% | 00.0% | Unchanged |
| Wrenne Financial Planning LLC | 2,251 | $1.01M | 0.69% | −315−12.3% | Reduced |
| Allen Wealth Management, LLC | 2,254 | $1.01M | 0.90% | −2,122−48.5% | Reduced |
| Insight Wealth Partners, LLC | 2,258 | $1.01M | 0.65% | +197+9.6% | Added |
| Sound Stewardship, LLC | 2,260 | $1.01M | 0.61% | −97−4.1% | Reduced |
| Trademark Financial Management, LLC | 2,266 | $1.01M | 0.82% | +1,257+124.6% | Added |
| Chiron Capital Management, LLC | 2,266 | $1.01M | 0.97% | +35+1.6% | Added |
| Mason Investment Advisory Services, Inc. | 2,268 | $1.01M | 0.06% | +134+6.3% | Added |
| Chicago Wealth Management, Inc. | 2,272 | $1.02M | 0.58% | +3+0.1% | Added |
| Fox Run Management, L.L.C. | 2,278 | $1.02M | 0.19% | +2,278 | New |
| Instrumental Wealth, LLC | 2,439 | $1.02M | 1.05% | −60−2.4% | Reduced |
| Mosaic Advisors LLC | 2,291 | $1.02M | 0.83% | −47−2.0% | Reduced |
| Wiser Wealth Management, Inc | 2,296 | $1.03M | 0.32% | +596+35.1% | Added |
| RiverGlades Family Offices LLC | 2,300 | $1.03M | 0.80% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 2,300 | $1.03M | 0.73% | −608−20.9% | Reduced |
| Martel Wealth Advisors Inc | 2,301 | $1.03M | 0.22% | −139−5.7% | Reduced |
| Signify Wealth | 2,308 | $1.03M | 1.48% | −201−8.0% | Reduced |
| Trellis Wealth Advisors LLC | 2,315 | $1.03M | 0.57% | −3−0.1% | Reduced |
| Kickstand Ventures, LLC. | 2,316 | $1.04M | 0.28% | +56+2.5% | Added |
| Eschler Asset Management LLP | 2,407 | $1.04M | 0.82% | −1,202−33.3% | Reduced |
| Vista Private Wealth Partners. LLC | 2,325 | $1.04M | 0.41% | −300−11.4% | Reduced |
| Fort, L.P. | 2,331 | $1.04M | 2.67% | +35+1.5% | Added |
| Juncture Wealth Strategies, LLC | 2,340 | $1.05M | 0.44% | −296−11.2% | Reduced |
| Fortis Advisors, LLC | 2,341 | $1.05M | 0.74% | −105−4.3% | Reduced |
| Intergy Private Wealth, LLC | 2,342 | $1.05M | 0.43% | +179+8.3% | Added |
| BlueSky Wealth Advisors, LLC | 2,343 | $1.05M | 0.18% | +2,343 | New |
| Bear Mountain Capital, Inc. | 2,312 | $1.05M | 0.43% | −10.0% | Reduced |
| Collaborative Wealth Managment Inc. | 2,346 | $1.05M | 0.51% | −21−0.9% | Reduced |
| Total Investment Management Inc | 2,352 | $1.05M | 0.14% | −661−21.9% | Reduced |
| GGM Financials LLC | 2,361 | $1.06M | 0.97% | +2,361 | New |
| Sharp Financial Services, LLC | 2,369 | $1.06M | 0.91% | +263+12.5% | Added |
| Aufman Associates Inc | 2,378 | $1.06M | 0.76% | +164+7.4% | Added |
| Cedar Point Capital Partners, LLC | 2,380 | $1.06M | 0.80% | +40+1.7% | Added |
| McMorgan & Co LLC | 2,380 | $1.06M | 0.17% | −1,496−38.6% | Reduced |
| Provident Wealth Management, LLC | 2,389 | $1.07M | 0.39% | +434+22.2% | Added |