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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 170,283 | $76.1M | 1.41% | +5,875+3.6% | Added |
| TRB Advisors LP | 170,000 | $76.0M | 14.17% | −50,000−22.7% | Reduced |
| DDD Partners, LLC | 169,619 | $75.8M | 8.79% | +46,060+37.3% | Added |
| Van Hulzen Asset Management, LLC | 169,174 | $75.6M | 5.07% | −16,958−9.1% | Reduced |
| Empowered Funds, LLC | 168,533 | $75.3M | 1.30% | −5,269−3.0% | Reduced |
| Heritage Wealth Advisors | 167,851 | $75.0M | 3.39% | +3,062+1.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 167,793 | $75.0M | 7.63% | −9,490−5.4% | Reduced |
| Alta Capital Management LLC | 167,786 | $75.0M | 4.72% | −6,557−3.8% | Reduced |
| Insight Holdings Group, LLC | 167,460 | $74.8M | 2.59% | +7,050+4.4% | Added |
| Quattro Financial Advisors LLC | 166,624 | $74.5M | 19.47% | +20,000+13.6% | Added |
| Eagle Global Advisors LLC | 166,350 | $74.4M | 3.93% | −666−0.4% | Reduced |
| Wedge Capital Management L L P | 166,153 | $74.3M | 1.32% | −37,715−18.5% | Reduced |
| Cidel Asset Management Inc | 166,052 | $74.2M | 5.74% | −10,412−5.9% | Reduced |
| Woodstock Corp | 164,689 | $73.6M | 7.48% | −918−0.6% | Reduced |
| Wahed Invest LLC | 164,282 | $73.4M | 14.74% | +15,579+10.5% | Added |
| Beacon Investment Advisory Services, Inc. | 164,133 | $73.4M | 3.15% | +838+0.5% | Added |
| Tower Bridge Advisors | 163,943 | $73.3M | 8.14% | −10,617−6.1% | Reduced |
| Walleye Trading LLC | 163,749 | $73.2M | 1.44% | −118,922−42.1% | Reduced |
| Sigma Planning Corp | 163,536 | $73.1M | 2.32% | −11,997−6.8% | Reduced |
| Compass Capital Management, Inc | 163,241 | $73.0M | 4.89% | −7,046−4.1% | Reduced |
| Moneta Group Investment Advisors LLC | 163,129 | $72.9M | 1.16% | +4,588+2.9% | Added |
| Grassi Investment Management | 163,096 | $72.9M | 6.47% | +341+0.2% | Added |
| Ulysses Management LLC | 163,000 | $72.9M | 17.50% | −20,700−11.3% | Reduced |
| Cat Rock Capital Management LP | 163,000 | $72.9M | 8.16% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 162,943 | $72.8M | 2.11% | −2,560−1.5% | Reduced |
| Great Valley Advisor Group, Inc. | 162,595 | $72.7M | 2.03% | +2,291+1.4% | Added |
| Fairview Capital Investment Management, LLC | 162,087 | $72.4M | 4.07% | −1,907−1.2% | Reduced |
| Dynamic Advisor Solutions LLC | 161,421 | $72.1M | 2.27% | +2,564+1.6% | Added |
| Wealthspire Advisors, LLC | 160,861 | $71.9M | 0.92% | +15,290+10.5% | Added |
| Bragg Financial Advisors, Inc | 160,823 | $71.9M | 3.21% | +278+0.2% | Added |
| Patten & Patten Inc | 160,780 | $71.9M | 5.02% | −1,277−0.8% | Reduced |
| First Horizon Advisors, Inc. | 160,735 | $71.8M | 2.18% | +4,136+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 160,532 | $71.7M | 8.44% | −1,030−0.6% | Reduced |
| Cornerstone Investment Partners, LLC | 159,983 | $71.5M | 3.53% | +45,177+39.4% | Added |
| Nixon Peabody Trust Co | 159,454 | $71.3M | 6.33% | −8,298−4.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 159,438 | $71.3M | 5.49% | +1,093+0.7% | Added |
| Plato Investment Management Ltd | 158,638 | $70.9M | 6.61% | +7,775+5.2% | Added |
| Sycomore Asset Management | 156,322 | $70.7M | 12.43% | +19,501+14.3% | Added |
| BLB&B Advisors, LLC | 157,460 | $70.4M | 3.86% | −7,196−4.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 157,456 | $70.4M | 3.30% | +1,414+0.9% | Added |
| Narwhal Capital Management | 157,138 | $70.2M | 6.64% | +594+0.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 167,700 | $69.9M | 8.96% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 156,288 | $69.9M | 7.36% | +2,316+1.5% | Added |
| Quest Investment Management LLC | 156,258 | $69.8M | 7.73% | +5,176+3.4% | Added |
| Forbes J M & Co LLP | 155,955 | $69.7M | 7.14% | +2,187+1.4% | Added |
| North Star Asset Management Inc | 155,719 | $69.6M | 3.30% | −1,962−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 155,555 | $69.5M | 5.98% | −919−0.6% | Reduced |
| Fort Sheridan Advisors LLC | 155,249 | $69.4M | 11.21% | +10,171+7.0% | Added |
| Steel Peak Wealth Management LLC | 154,917 | $69.2M | 3.28% | −490.0% | Reduced |
| Hoylecohen, LLC | 154,124 | $68.9M | 5.21% | −6,391−4.0% | Reduced |
| Tran Capital Management, L.P. | 154,045 | $68.9M | 7.99% | −2,701−1.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 153,446 | $68.6M | 1.72% | +15,758+11.4% | Added |
| Sowell Financial Services LLC | 153,190 | $68.5M | 3.27% | +3,847+2.6% | Added |
| Independent Financial Group, LLC | 152,781 | $68.3M | 2.74% | +9,898+6.9% | Added |
| TPG GP A, LLC | 152,044 | $68.0M | 1.06% | −62,134−29.0% | Reduced |
| RiverFront Investment Group, LLC | 152,014 | $67.9M | 1.81% | +10,574+7.5% | Added |
| Act Two Investors LLC | 151,788 | $67.8M | 13.43% | +378+0.2% | Added |
| Adell Harriman & Carpenter Inc | 151,706 | $67.8M | 5.24% | +1,613+1.1% | Added |
| Montag A & Associates Inc | 151,423 | $67.7M | 3.41% | +558+0.4% | Added |
| Picton Mahoney Asset Management | 151,416 | $67.7M | 2.88% | −29,007−16.1% | Reduced |
| DuPont Capital Management Corp | 151,379 | $67.7M | 5.89% | −3,162−2.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 151,225 | $67.6M | 5.29% | +5,882+4.0% | Added |
| Baskin Financial Services Inc. | 150,699 | $67.4M | 5.77% | −15,813−9.5% | Reduced |
| Sawgrass Asset Management LLC | 150,596 | $67.3M | 7.29% | −5,884−3.8% | Reduced |
| Philadelphia Trust Co | 150,192 | $67.1M | 5.22% | −735−0.5% | Reduced |
| Academy Capital Management Inc | 150,160 | $67.1M | 12.11% | −264−0.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 149,719 | $66.9M | 3.27% | +25,211+20.2% | Added |
| Martingale Asset Management L P | 149,415 | $66.8M | 1.44% | −19,621−11.6% | Reduced |
| S&CO Inc | 149,314 | $66.7M | 4.65% | +10,319+7.4% | Added |
| Hollencrest Capital Management | 149,031 | $66.6M | 2.93% | +235+0.2% | Added |
| Palisade Asset Management, LLC | 148,388 | $66.3M | 6.86% | −6,083−3.9% | Reduced |
| Ritholtz Wealth Management | 148,330 | $66.3M | 2.19% | +7,545+5.4% | Added |
| Madison Asset Management, LLC | 148,318 | $66.3M | 0.82% | −11,135−7.0% | Reduced |
| Fernbridge Capital Management LP | 148,127 | $66.2M | 4.40% | +8,860+6.4% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 148,001 | $66.1M | 24.52% | 00.0% | Unchanged |
| Clough Capital Partners L P | 147,797 | $66.1M | 7.21% | −15,650−9.6% | Reduced |
| Richard Bernstein Advisors LLC | 147,661 | $66.0M | 1.46% | −5,811−3.8% | Reduced |
| Trust Co of Toledo NA | 147,644 | $66.0M | 9.54% | +4,696+3.3% | Added |
| Warren Averett Asset Management, LLC | 147,288 | $65.8M | 1.29% | +54,974+59.6% | Added |
| Pallas Capital Advisors LLC | 148,569 | $65.4M | 2.95% | +3,421+2.4% | Added |
| Ninety One SA (PTY) Ltd | 144,901 | $65.4M | 10.14% | −7,022−4.6% | Reduced |
| Himension Fund | 145,942 | $65.2M | 4.62% | −108,247−42.6% | Reduced |
| Baxter Bros Inc | 145,745 | $65.1M | 8.53% | −3,903−2.6% | Reduced |
| Colonial Trust Advisors | 145,517 | $65.0M | 6.23% | −1,989−1.3% | Reduced |
| Hoey Investments, Inc | 143,727 | $64.2M | 12.28% | +4,229+3.0% | Added |
| Meeder Advisory Services, Inc. | 143,346 | $64.1M | 4.53% | +38,499+36.7% | Added |
| Lowe Brockenbrough & Co Inc | 143,264 | $64.0M | 4.26% | −196−0.1% | Reduced |
| Sumitomo Life Insurance Co | 147,977 | $63.7M | 1.47% | +503+0.3% | Added |
| Frank, Rimerman Advisors LLC | 142,220 | $63.6M | 4.50% | +122,526+622.1% | Added |
| Bellevue Asset Management, LLC | 142,190 | $63.6M | 35.09% | −4,353−3.0% | Reduced |
| Cornerstone Capital, Inc. | 142,062 | $63.5M | 6.40% | +272+0.2% | Added |
| Burns J W & Co Inc | 141,712 | $63.3M | 8.55% | −519−0.4% | Reduced |
| Matrix Asset Advisors Inc | 141,606 | $63.3M | 7.56% | −1,350−0.9% | Reduced |
| Destination Wealth Management | 141,599 | $63.3M | 2.09% | −6,214−4.2% | Reduced |
| Osborne Partners Capital Management, LLC | 141,517 | $63.3M | 3.79% | +2,822+2.0% | Added |
| Roundview Capital LLC | 141,499 | $63.2M | 4.98% | +2,300+1.7% | Added |
| Atlantic Union Bankshares Corp | 141,200 | $63.1M | 3.93% | +55,516+64.8% | Added |
| Summitry LLC | 141,155 | $63.1M | 3.26% | +1,351+1.0% | Added |
| Soltis Investment Advisors LLC | 140,473 | $62.8M | 6.65% | +10,298+7.9% | Added |
| Optiver Holding B.V. | 140,444 | $62.8M | 1.21% | +16,134+13.0% | Added |