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 |
|---|---|---|---|---|---|
| BancFirst Trust & Investment Management | 2,358 | $1.07M | 0.50% | +345+17.1% | Added |
| Botty Investors LLC | 2,399 | $1.07M | 0.40% | +3+0.1% | Added |
| CGC Financial Services, LLC | 2,404 | $1.07M | 0.47% | −64−2.6% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,410 | $1.08M | 0.59% | −49−2.0% | Reduced |
| AlphaQ Advisors LLC | 2,411 | $1.08M | 3.19% | −2,593−51.8% | Reduced |
| Ballew Advisors, Inc | 2,381 | $1.08M | 0.72% | +53+2.3% | Added |
| Waypoint Wealth Partners Inc. | 2,421 | $1.08M | 0.32% | +170+7.6% | Added |
| Vantage Financial Partners, LLC | 2,421 | $1.08M | 0.28% | +51+2.2% | Added |
| Caerus Investment Advisors, LLC | 2,425 | $1.08M | 1.06% | −139−5.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 2,429 | $1.09M | 0.56% | +181+8.1% | Added |
| Seven Springs Wealth Group, LLC | 2,430 | $1.09M | 0.42% | −4−0.2% | Reduced |
| Fulcrum Equity Management | 2,432 | $1.09M | 0.98% | +782+47.4% | Added |
| Israel Discount Bank of New York | 2,434 | $1.09M | 1.73% | −2,494−50.6% | Reduced |
| Keystone Financial Services | 2,436 | $1.09M | 0.45% | +316+14.9% | Added |
| Client 1st Advisory Group, LLC | 2,444 | $1.09M | 0.47% | +154+6.7% | Added |
| Wheelhouse Advisory Group LLC | 2,380 | $1.09M | 0.77% | +362+17.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,448 | $1.09M | 0.27% | −144−5.6% | Reduced |
| Covey Capital Advisors, LLC | 2,450 | $1.10M | 1.26% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 2,453 | $1.10M | 0.64% | +2,453 | New |
| Altus Wealth Management, LLC | 2,454 | $1.10M | 0.53% | +127+5.5% | Added |
| Brio Consultants, LLC | 2,456 | $1.10M | 0.18% | +345+16.3% | Added |
| ARK & TLK Investments, LLC | 2,463 | $1.10M | 0.41% | +942+61.9% | Added |
| Chris Bulman Inc | 2,470 | $1.10M | 0.75% | +2,470 | New |
| Oldfather Financial Services, LLC | 2,473 | $1.11M | 0.45% | +117+5.0% | Added |
| DORVAL Corp | 2,667 | $1.11M | 0.49% | −29−1.1% | Reduced |
| Wealth Group Ltd | 2,479 | $1.11M | 0.33% | +4+0.2% | Added |
| Kraematon Investment Advisors, Inc | 2,486 | $1.11M | 1.13% | +459+22.6% | Added |
| Basso Capital Management, L.P. | 2,492 | $1.11M | 1.00% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 2,494 | $1.11M | 1.08% | +54+2.2% | Added |
| ShoreHaven Wealth Partners, LLC | 2,496 | $1.12M | 0.59% | +120+5.1% | Added |
| Better Money Decisions, LLC | 2,497 | $1.12M | 0.84% | −50−2.0% | Reduced |
| Keywise Capital Management (HK) Ltd | 2,500 | $1.12M | 0.14% | −1,050−29.6% | Reduced |
| KilterHowling LLC | 2,507 | $1.12M | 0.76% | +37+1.5% | Added |
| Austin Wealth Management, LLC | 2,469 | $1.12M | 0.26% | −126−4.9% | Reduced |
| Sensible Money, LLC | 2,514 | $1.12M | 0.55% | −40−1.6% | Reduced |
| Syverson Strege & Co | 2,529 | $1.13M | 0.39% | +1,015+67.0% | Added |
| Wealthcare Capital Management LLC | 2,529 | $1.13M | 0.12% | +70+2.8% | Added |
| Mullaney, Keating & Wright, Inc. | 2,530 | $1.13M | 0.88% | +2,530 | New |
| Carmel Capital Management L.L.C. | 2,539 | $1.13M | 0.44% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 2,540 | $1.14M | 0.50% | −200−7.3% | Reduced |
| Boulder Wealth Advisors, LLC | 2,544 | $1.14M | 0.66% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 2,546 | $1.14M | 6.12% | −65−2.5% | Reduced |
| Mizuho Securities Co. Ltd. | 2,550 | $1.14M | 2.65% | +290+12.8% | Added |
| Noble Family Wealth, LLC | 2,556 | $1.14M | 0.33% | +225+9.7% | Added |
| Yoder Wealth Management, Inc. | 2,559 | $1.14M | 0.74% | +23+0.9% | Added |
| Main Line Retirement Advisors, LLC | 2,568 | $1.15M | 0.88% | −305−10.6% | Reduced |
| America First Investment Advisors, LLC | 2,569 | $1.15M | 0.28% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,908 | $1.15M | 0.33% | +310+11.9% | Added |
| Arrowroot Family Office, LLC | 2,571 | $1.15M | 0.74% | −39−1.5% | Reduced |
| Axim Planning & Wealth | 2,572 | $1.15M | 1.38% | −114−4.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,574 | $1.15M | 0.32% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2,759 | $1.15M | 0.19% | −238−7.9% | Reduced |
| Gentry Private Wealth, LLC | 2,576 | $1.15M | 1.01% | +2,576 | New |
| Mma Asset Management LLC | 2,577 | $1.15M | 0.54% | +25+1.0% | Added |
| Stegent Equity Advisors, Inc. | 2,586 | $1.16M | 1.20% | −226−8.0% | Reduced |
| Archetype Wealth Partners | 2,586 | $1.16M | 0.19% | −79−3.0% | Reduced |
| Independent Family Office, LLC | 2,690 | $1.16M | 0.66% | −1,764−39.6% | Reduced |
| Objectivity Squared, LLC | 2,574 | $1.16M | 0.88% | +4+0.2% | Added |
| Narus Financial Partners, LLC | 2,598 | $1.16M | 0.47% | +48+1.9% | Added |
| Hanseatic Management Services Inc | 2,602 | $1.16M | 1.75% | +15+0.6% | Added |
| Alpha Financial Partners, LLC | 2,603 | $1.16M | 1.01% | +659+33.9% | Added |
| Inspire Advisors, LLC | 2,605 | $1.16M | 0.15% | +181+7.5% | Added |
| Machina Capital S.A.S. | 2,605 | $1.16M | 0.52% | +2,605 | New |
| Financial Planning & Information Services, Inc. | 2,609 | $1.17M | 0.18% | −50−1.9% | Reduced |
| Waterford Advisors, LLC | 2,612 | $1.17M | 0.49% | +15+0.6% | Added |
| AJ Advisors, LLC | 2,617 | $1.17M | 0.65% | −1,037−28.4% | Reduced |
| Ameraudi Asset Management, Inc. | 2,618 | $1.17M | 0.53% | +2,000+323.6% | Added |
| McMahon Financial Advisors, LLC | 2,630 | $1.18M | 0.26% | +2+0.1% | Added |
| Omega Financial Group, LLC | 2,632 | $1.18M | 0.48% | +176+7.2% | Added |
| Anthracite Investment Company, Inc. | 2,636 | $1.18M | 0.63% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 2,639 | $1.18M | 0.89% | −1,511−36.4% | Reduced |
| Silverberg Bernstein Capital Management LLC | 2,642 | $1.18M | 1.14% | 00.0% | Unchanged |
| Fortune 45 LLC | 2,641 | $1.18M | 0.90% | +2+0.1% | Added |
| Lloyd Advisory Services, LLC. | 2,651 | $1.18M | 0.56% | −18,961−87.7% | Reduced |
| Conestoga Capital Advisors, LLC | 2,662 | $1.19M | 0.02% | −197−6.9% | Reduced |
| NavPoint Financial, Inc. | 2,662 | $1.19M | 1.03% | 00.0% | Unchanged |
| Meredith Wealth Planning | 2,662 | $1.19M | 0.62% | +133+5.3% | Added |
| Foundry Partners, LLC | 2,665 | $1.19M | 0.06% | −175−6.2% | Reduced |
| Dopkins Wealth Management, LLC | 2,674 | $1.20M | 0.73% | +158+6.3% | Added |
| International Private Wealth Advisors LLC | 2,678 | $1.20M | 2.02% | +486+22.2% | Added |
| Lowe Wealth Advisors, LLC | 2,689 | $1.20M | 0.55% | −60−2.2% | Reduced |
| Penobscot Wealth Management | 2,579 | $1.21M | 0.72% | −477−15.6% | Reduced |
| Marks Wealth, LLC | 2,702 | $1.21M | 0.53% | +2,702 | New |
| Level Financial Advisors, Inc. | 2,707 | $1.21M | 0.52% | −59−2.1% | Reduced |
| Maiden Cove Capital, LLC | 2,860 | $1.21M | 2.64% | +2,860 | New |
| Oberweis Asset Management Inc | 2,725 | $1.22M | 0.07% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 2,729 | $1.22M | 0.65% | −14−0.5% | Reduced |
| Bernardo Wealth Planning LLC | 2,732 | $1.22M | 0.33% | −142−4.9% | Reduced |
| Opus Capital Group, LLC | 2,731 | $1.22M | 0.17% | +6+0.2% | Added |
| Ironsides Asset Advisors, LLC | 2,746 | $1.23M | 0.41% | −410−13.0% | Reduced |
| Brown Wealth Management, LLC | 2,752 | $1.23M | 0.50% | +20+0.7% | Added |
| Red Mountain Financial, LLC | 2,761 | $1.23M | 1.49% | +2,761 | New |
| Lauterbach Financial Advisors, LLC | 3,022 | $1.23M | 0.81% | +7+0.2% | Added |
| G2 Capital Management, LLC | 2,763 | $1.23M | 0.38% | +100+3.8% | Added |
| Tranquilli Financial Advisor LLC | 2,707 | $1.24M | 0.83% | −107−3.8% | Reduced |
| Warner Financial, Inc | 2,767 | $1.24M | 0.60% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,769 | $1.24M | 0.55% | +360+14.9% | Added |
| Morris Financial Concepts, Inc. | 2,783 | $1.24M | 0.60% | +137+5.2% | Added |
| Presidio Capital Management, LLC | 2,796 | $1.25M | 0.87% | +145+5.5% | Added |
| Signature Resources Capital Management, LLC | 2,801 | $1.25M | 1.04% | +31+1.1% | Added |