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 |
|---|---|---|---|---|---|
| Mowery & Schoenfeld Wealth Management, LLC | 3,246 | $1.45M | 2.08% | +139+4.5% | Added |
| Guardian Financial Partners, LLC | 3,246 | $1.45M | 0.96% | −314−8.8% | Reduced |
| Rather & Kittrell, Inc. | 3,251 | $1.45M | 0.40% | −15−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 3,255 | $1.45M | 0.67% | +25+0.8% | Added |
| Asset Planning Corporation | 3,256 | $1.46M | 1.09% | −199−5.8% | Reduced |
| Visionary Horizons, LLC | 3,266 | $1.46M | 1.07% | −36−1.1% | Reduced |
| R. W. Roge & Company, Inc. | 3,267 | $1.46M | 0.83% | −324−9.0% | Reduced |
| Cambridge Financial Group, LLC | 3,274 | $1.46M | 0.67% | +34+1.0% | Added |
| ACT Advisors, LLC. | 3,284 | $1.47M | 0.76% | +310+10.4% | Added |
| Dougherty Wealth Advisers LLC | 3,290 | $1.47M | 1.28% | +38+1.2% | Added |
| Planning Directions Inc | 3,290 | $1.47M | 1.00% | +25+0.8% | Added |
| Tobias Financial Advisors, Inc. | 3,292 | $1.47M | 0.32% | +263+8.7% | Added |
| Sage Investment Advisers LLC | 3,297 | $1.47M | 1.67% | −127−3.7% | Reduced |
| Edge Financial Advisors LLC | 3,300 | $1.48M | 1.53% | −2,424−42.3% | Reduced |
| Hyperion Partners, LLC | 3,305 | $1.48M | 1.05% | −121−3.5% | Reduced |
| Sterling Financial Planning, Inc. | 3,312 | $1.48M | 0.60% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 3,317 | $1.48M | 1.21% | +860+35.0% | Added |
| Windsor Advisory Group, LLC | 3,327 | $1.49M | 2.98% | +930+38.8% | Added |
| Monumental Financial Group Inc. | 3,327 | $1.49M | 0.65% | −454−12.0% | Reduced |
| Sugar Maple Asset Management, LLC | 3,331 | $1.49M | 1.44% | +79+2.4% | Added |
| Cresta Advisors, Ltd. | 3,339 | $1.49M | 0.88% | +1,269+61.3% | Added |
| Market Street Wealth Management Advisors LLC | 3,343 | $1.49M | 0.26% | +98+3.0% | Added |
| Forthright Family Wealth Advisory LLC | 3,349 | $1.50M | 0.96% | +353+11.8% | Added |
| Cassia Capital Partners, LLC | 3,353 | $1.50M | 0.99% | −692−17.1% | Reduced |
| Insight Folios Inc | 3,354 | $1.50M | 0.62% | +114+3.5% | Added |
| FMB Wealth Management | 3,363 | $1.50M | 1.14% | +88+2.7% | Added |
| BHK Investment Advisors, LLC | 3,363 | $1.50M | 0.59% | +332+11.0% | Added |
| Brand Asset Management Group, Inc. | 3,374 | $1.51M | 0.64% | +426+14.5% | Added |
| Algebris (UK) Ltd | 3,615 | $1.51M | 0.49% | +1,054+41.2% | Added |
| TPG Financial Advisors, LLC | 3,376 | $1.51M | 0.71% | +3,376 | New |
| Camelot Portfolios, LLC | 3,380 | $1.51M | 0.86% | +2,483+276.8% | Added |
| FinDec Wealth Services, Inc. | 3,384 | $1.51M | 0.95% | −5−0.1% | Reduced |
| Diker Management LLC | 3,392 | $1.52M | 1.28% | 00.0% | Unchanged |
| Defender Capital, LLC. | 3,396 | $1.52M | 0.52% | +803+31.0% | Added |
| Defined Wealth Management, LLC | 3,406 | $1.52M | 1.06% | +167+5.2% | Added |
| Privium Fund Management (UK) Ltd | 3,314 | $1.53M | 0.60% | −7,253−68.6% | Reduced |
| Parker Financial LLC | 3,424 | $1.53M | 0.83% | −163−4.5% | Reduced |
| Planned Solutions, Inc. | 3,431 | $1.53M | 0.75% | −512−13.0% | Reduced |
| William B. Walkup & Associates, Inc. | 3,439 | $1.54M | 1.01% | +3,439 | New |
| Range Financial Group LLC | 3,443 | $1.54M | 0.79% | +72+2.1% | Added |
| WPWealth LLP | 3,445 | $1.54M | 0.37% | −71−2.0% | Reduced |
| Colorado Capital Management, Inc. | 3,447 | $1.54M | 0.87% | −194−5.3% | Reduced |
| Coho Partners, Ltd. | 3,448 | $1.54M | 0.05% | −3,171−47.9% | Reduced |
| Heck Capital Advisors, LLC | 3,449 | $1.54M | 0.19% | +5+0.1% | Added |
| Echo Wealth Management, LLC | 3,449 | $1.54M | 1.16% | +1,161+50.7% | Added |
| Rebalance, LLC | 3,451 | $1.54M | 0.12% | +24+0.7% | Added |
| Kooman & Associates | 3,452 | $1.54M | 0.62% | −27−0.8% | Reduced |
| Wade Financial Advisory, Inc | 3,455 | $1.54M | 0.56% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3,455 | $1.54M | 1.12% | +843+32.3% | Added |
| Columbus Macro, LLC | 3,405 | $1.55M | 0.60% | −37−1.1% | Reduced |
| Muirfield Wealth Advisors LLC | 3,460 | $1.55M | 1.45% | +38+1.1% | Added |
| Smart Money Group LLC | 3,705 | $1.55M | 0.55% | +120+3.3% | Added |
| Creative Capital Management Investments LLC | 3,470 | $1.55M | 0.75% | −9−0.3% | Reduced |
| Clarus Wealth Advisors | 3,327 | $1.55M | 0.82% | +10.0% | Added |
| Magnolia Wealth Management, LLC | 3,471 | $1.55M | 1.17% | +1,567+82.3% | Added |
| Intelligence Driven Advisers, LLC | 3,480 | $1.56M | 0.22% | +544+18.5% | Added |
| Insight 2811, Inc. | 3,483 | $1.56M | 0.81% | −11−0.3% | Reduced |
| Drake & Associates, LLC | 3,485 | $1.56M | 0.56% | +27+0.8% | Added |
| Ackerman Capital Advisors, LLC | 3,495 | $1.56M | 0.41% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 3,502 | $1.57M | 0.39% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3,508 | $1.57M | 1.18% | +568+19.3% | Added |
| Private Wealth Management Group, LLC | 3,508 | $1.57M | 0.68% | −103−2.9% | Reduced |
| Awm Capital, LLC | 3,511 | $1.57M | 0.24% | +302+9.4% | Added |
| Presilium Private Wealth, LLC | 3,522 | $1.57M | 0.40% | −25−0.7% | Reduced |
| FMFE Wealth Management, LLC | 3,531 | $1.58M | 1.47% | −34−1.0% | Reduced |
| Wiser Advisor Group LLC | 3,532 | $1.58M | 2.48% | +88+2.6% | Added |
| Crane Advisory, LLC | 3,386 | $1.58M | 0.31% | +22+0.7% | Added |
| Howard Wealth Management, LLC | 3,543 | $1.58M | 1.25% | +25+0.7% | Added |
| Castlekeep Investment Advisors LLC | 3,567 | $1.59M | 1.23% | −10−0.3% | Reduced |
| Seascape Capital Management | 3,573 | $1.60M | 0.60% | −10.0% | Reduced |
| Geometric Wealth Advisors | 3,578 | $1.60M | 0.33% | +1,362+61.5% | Added |
| Earnest Partners LLC | 3,585 | $1.60M | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3,586 | $1.60M | 0.09% | +48+1.4% | Added |
| Optimas Capital Ltd | 3,988 | $1.61M | 1.83% | +3,988 | New |
| Tacita Capital Inc | 3,594 | $1.61M | 1.13% | −766−17.6% | Reduced |
| Clayton Financial Group LLC | 3,830 | $1.61M | 0.70% | +94+2.5% | Added |
| Holland Advisory Services, Inc. | 3,607 | $1.61M | 1.99% | +28+0.8% | Added |
| Silver Coast Investments LLC | 3,607 | $1.61M | 0.66% | −28−0.8% | Reduced |
| EMC Capital Management | 3,538 | $1.61M | 0.93% | +10.0% | Added |
| Strategic Financial Partners, Ltd. | 3,617 | $1.62M | 0.89% | +10.0% | Added |
| Basepoint Wealth LLC | 3,619 | $1.62M | 1.28% | +158+4.6% | Added |
| Saiph Capital, LLC | 3,620 | $1.62M | 0.72% | +144+4.1% | Added |
| Act Wealth Management, LLC | 3,622 | $1.62M | 0.80% | +164+4.7% | Added |
| Avion Wealth | 3,627 | $1.62M | 0.45% | +137+3.9% | Added |
| Garrison Asset Management, LLC | 3,630 | $1.62M | 0.85% | −39−1.1% | Reduced |
| FSC Wealth Advisors, LLC | 3,643 | $1.63M | 1.20% | +3+0.1% | Added |
| Element Wealth, LLC | 3,649 | $1.63M | 0.92% | −10.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 3,604 | $1.64M | 0.41% | +206+6.1% | Added |
| WFA of San Diego, LLC | 3,663 | $1.64M | 1.46% | +3,663 | New |
| Voisard Asset Management Group, Inc. | 3,669 | $1.64M | 0.80% | +777+26.9% | Added |
| Tenon Financial LLC | 3,670 | $1.64M | 1.28% | +53+1.5% | Added |
| Systematic Financial Management LP | 3,685 | $1.65M | 0.05% | −235−6.0% | Reduced |
| SilverOak Wealth Management LLC | 3,686 | $1.65M | 0.40% | +33+0.9% | Added |
| Matrix Private Capital Group LLC | 3,691 | $1.65M | 1.04% | +259+7.5% | Added |
| Family Firm, Inc. | 3,696 | $1.65M | 0.37% | +110+3.1% | Added |
| Redwood Financial Network Corp | 3,704 | $1.66M | 1.39% | +76+2.1% | Added |
| Strategic Investment Solutions, Inc. | 5,562 | $1.66M | 0.54% | +5,562 | New |
| Joule Financial, LLC | 3,715 | $1.66M | 0.68% | −16−0.4% | Reduced |
| Yeomans Consulting Group, Inc. | 3,718 | $1.66M | 0.64% | +358+10.7% | Added |
| Smith & Howard Wealth Management, LLC | 3,721 | $1.66M | 0.50% | +181+5.1% | Added |