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; 6,248 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 | 6,248 | $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 |
|---|---|---|---|---|---|
| Williams & Novak, LLC | 2,803 | $1.25M | 1.17% | +60+2.2% | Added |
| Cadent Capital Advisors, LLC | 2,803 | $1.25M | 0.51% | +1,365+94.9% | Added |
| Kelman-Lazarov, Inc. | 2,810 | $1.26M | 0.23% | −477−14.5% | Reduced |
| Absolute Capital Management, LLC | 2,821 | $1.26M | 0.76% | +1,755+164.6% | Added |
| Custom Portfolio Group LLC | 2,838 | $1.26M | 0.99% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 2,826 | $1.26M | 1.11% | +7+0.2% | Added |
| H&H Retirement Design & Management INC | 2,871 | $1.27M | 0.79% | −19−0.7% | Reduced |
| My Purposeful Wealth Corp. | 2,847 | $1.27M | 0.66% | +96+3.5% | Added |
| Cramer Rosenthal McGlynn LLC | 2,849 | $1.27M | 0.07% | −6−0.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 2,856 | $1.28M | 1.37% | +126+4.6% | Added |
| Verdad Advisers, LP | 2,863 | $1.28M | 1.48% | +1,262+78.8% | Added |
| Dogwood Wealth Management LLC | 2,895 | $1.29M | 0.80% | +440+17.9% | Added |
| WorthPointe, LLC | 2,895 | $1.29M | 0.59% | +69+2.4% | Added |
| Claris Advisors, LLC | 2,897 | $1.29M | 0.67% | −2,260−43.8% | Reduced |
| USA Financial Portformulas Corp | 2,901 | $1.30M | 0.21% | +16+0.6% | Added |
| Columbia Advisory Partners LLC | 2,914 | $1.30M | 1.27% | −1,179−28.8% | Reduced |
| HFG Advisors, Inc. | 2,914 | $1.30M | 1.22% | −451−13.4% | Reduced |
| Continental Investors Services, Inc. | 2,918 | $1.30M | 2.90% | +23+0.8% | Added |
| Flower City Capital | 2,922 | $1.31M | 0.84% | −30−1.0% | Reduced |
| Pitti Group Wealth Management, LLC | 3,475 | $1.31M | 1.42% | −143−4.0% | Reduced |
| Davis Investment Partners, LLC | 2,881 | $1.31M | 0.54% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 2,931 | $1.31M | 0.58% | +163+5.9% | Added |
| Capital Square, LLC | 2,972 | $1.32M | 0.86% | +202+7.3% | Added |
| Ridgepath Capital Management LLC | 2,954 | $1.32M | 1.30% | +628+27.0% | Added |
| Wealthgarden F.S. LLC | 2,955 | $1.32M | 1.39% | +2,955 | New |
| Global Wealth Strategies & Associates | 2,972 | $1.33M | 0.48% | −251−7.8% | Reduced |
| Birmingham Capital Management Co Inc | 2,982 | $1.33M | 0.52% | −120−3.9% | Reduced |
| Moody Aldrich Partners LLC | 2,986 | $1.33M | 0.26% | −231−7.2% | Reduced |
| Capricorn Fund Managers Ltd | 2,986 | $1.33M | 0.94% | 00.0% | Unchanged |
| Winslow Asset Management Inc | 2,998 | $1.34M | 0.26% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 3,000 | $1.34M | 0.11% | −2,000−40.0% | Reduced |
| TruNorth Capital Management, LLC | 3,002 | $1.34M | 0.44% | +351+13.2% | Added |
| Tower Wealth Partners, Inc. | 3,004 | $1.34M | 0.83% | +324+12.1% | Added |
| Stephens Investment Management Group LLC | 3,006 | $1.34M | 0.02% | +84+2.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,009 | $1.35M | 0.77% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 3,012 | $1.35M | 0.71% | +130+4.5% | Added |
| MAS Advisors LLC | 3,013 | $1.35M | 3.21% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 3,018 | $1.35M | 0.95% | +120+4.1% | Added |
| Gray Private Wealth, LLC | 3,019 | $1.35M | 0.86% | −19−0.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3,025 | $1.35M | 0.18% | +424+16.3% | Added |
| Trinity Wealth Management, LLC | 3,026 | $1.35M | 0.67% | −38−1.2% | Reduced |
| LifePlan Investment Advisors, Inc. | 3,036 | $1.36M | 0.98% | +94+3.2% | Added |
| Wick Capital Partners, LLC | 3,043 | $1.36M | 0.47% | +3,043 | New |
| Hibernia Wealth Partners, LLC | 3,043 | $1.36M | 0.47% | +2,264+290.6% | Added |
| RFG Holdings, Inc. | 3,047 | $1.36M | 0.52% | +887+41.1% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 3,061 | $1.37M | 0.58% | −263−7.9% | Reduced |
| IVC Wealth Advisors LLC | 3,070 | $1.37M | 0.77% | +112+3.8% | Added |
| Aspire Wealth Management Corp | 3,073 | $1.37M | 0.79% | −6−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,078 | $1.38M | 0.50% | +1,379+81.2% | Added |
| Gibson Capital, LLC | 3,080 | $1.38M | 0.30% | −10−0.3% | Reduced |
| Brogan Financial, Inc. | 3,081 | $1.38M | 0.87% | +26+0.9% | Added |
| Capital Markets Trading UK LLP | 3,081 | $1.38M | 1.01% | −162−5.0% | Reduced |
| Lutz Financial Services LLC | 3,088 | $1.38M | 0.12% | −8−0.3% | Reduced |
| Verus Financial Partners, Inc. | 3,097 | $1.38M | 0.16% | +16+0.5% | Added |
| DDFG, Inc | 3,098 | $1.38M | 0.43% | +131+4.4% | Added |
| Pachira Investments Inc. | 3,105 | $1.39M | 1.23% | +1,019+48.8% | Added |
| Tanglewood Legacy Advisors, LLC | 3,106 | $1.39M | 0.66% | +244+8.5% | Added |
| Avaii Wealth Management, LLC | 3,107 | $1.39M | 0.77% | +193+6.6% | Added |
| Marquette Asset Management, LLC | 3,113 | $1.39M | 0.24% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 3,115 | $1.39M | 1.10% | +65+2.1% | Added |
| Long Road Investment Counsel, LLC | 3,117 | $1.39M | 0.61% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 3,118 | $1.39M | 0.86% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 3,119 | $1.39M | 1.12% | +281+9.9% | Added |
| Epiq Partners, LLC | 3,124 | $1.40M | 0.94% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 3,128 | $1.40M | 1.21% | +38+1.2% | Added |
| Shelton Wealth Management, LLC | 3,133 | $1.40M | 0.84% | −219−6.5% | Reduced |
| Maren Capital LLC | 3,134 | $1.40M | 0.13% | −1,500−32.4% | Reduced |
| CMC Financial Group | 3,135 | $1.40M | 2.33% | +28+0.9% | Added |
| Welch Capital Partners LLC | 3,137 | $1.40M | 0.33% | +1,062+51.2% | Added |
| Keb Asset Management, LLC | 3,138 | $1.40M | 0.47% | −139−4.2% | Reduced |
| Harvest Investment Services, LLC | 3,138 | $1.40M | 0.56% | −4−0.1% | Reduced |
| Dean Investment Associates, LLC | 3,149 | $1.41M | 0.20% | −224−6.6% | Reduced |
| Koa Wealth Management, LLC | 3,154 | $1.41M | 1.19% | −93−2.9% | Reduced |
| APCM Wealth Management for Individuals | 3,156 | $1.41M | 0.22% | −282−8.2% | Reduced |
| Sightline Wealth Advisors, LLC | 3,157 | $1.41M | 0.88% | +221+7.5% | Added |
| Elite Life Management LLC | 3,158 | $1.41M | 5.47% | +119+3.9% | Added |
| Live Oak Investment Partners | – | $1.41M | 1.17% | – | New |
| Accordant Advisory Group Inc | 3,165 | $1.41M | 1.34% | −1,933−37.9% | Reduced |
| CPA Asset Management LLC | 3,166 | $1.41M | 0.76% | −50−1.6% | Reduced |
| Gimbal Financial | 3,115 | $1.42M | 1.04% | −73−2.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 3,169 | $1.42M | 0.02% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 3,171 | $1.42M | 0.92% | −92−2.8% | Reduced |
| Raffa Wealth Management, LLC | 3,174 | $1.42M | 0.40% | +164+5.4% | Added |
| Cairn Investment Group, Inc. | 3,175 | $1.42M | 0.83% | +2+0.1% | Added |
| Schwartz Investment Counsel Inc | 3,175 | $1.42M | 0.05% | −175−5.2% | Reduced |
| Horizon Bancorp Inc | 3,176 | $1.42M | 0.67% | −106−3.2% | Reduced |
| May Barnhard Investments LLC | 3,181 | $1.42M | 0.73% | −368−10.4% | Reduced |
| Cypress Point Wealth Management, LLC | 3,183 | $1.42M | 0.67% | −35−1.1% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 3,184 | $1.42M | 0.70% | −38−1.2% | Reduced |
| Peak Financial Management, Inc. | 3,185 | $1.42M | 0.45% | −110−3.3% | Reduced |
| Brightwater Advisory LLC | 31,856 | $1.42M | 1.10% | +28,557+865.6% | Added |
| Hiley Hunt Wealth Management | 3,195 | $1.43M | 0.88% | −156−4.7% | Reduced |
| Acas, LLC | 3,417 | $1.43M | 1.24% | −164−4.6% | Reduced |
| HighMark Wealth Management LLC | 3,200 | $1.43M | 0.86% | +43+1.4% | Added |
| WESPAC Advisors, LLC | 3,219 | $1.44M | 1.13% | −599−15.7% | Reduced |
| Kuhn & Co Investment Counsel | 3,228 | $1.44M | 1.29% | −10−0.3% | Reduced |
| Morling Financial Advisors, LLC | 3,234 | $1.45M | 0.63% | +322+11.1% | Added |
| True Link Financial Advisors, LLC | 3,238 | $1.45M | 0.13% | +211+7.0% | Added |
| Gallacher Capital Management LLC | 3,240 | $1.45M | 0.76% | −88−2.6% | Reduced |
| Wallace Capital Management Inc. | 3,242 | $1.45M | 0.21% | +600+22.7% | Added |