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 |
|---|---|---|---|---|---|
| Burney Co | 140,320 | $62.7M | 2.40% | −12,968−8.5% | Reduced |
| GYL Financial Synergies, LLC | 140,198 | $62.7M | 4.84% | +797+0.6% | Added |
| Levin Capital Strategies, L.P. | 140,044 | $62.6M | 6.62% | −9,022−6.1% | Reduced |
| Alps Advisors Inc | 140,022 | $62.6M | 0.43% | −5,672−3.9% | Reduced |
| Northeast Financial Consultants Inc | 139,679 | $62.4M | 2.88% | +1,392+1.0% | Added |
| Amica Mutual Insurance Co | 139,527 | $62.4M | 6.20% | −1,698−1.2% | Reduced |
| Global Retirement Partners, LLC | 139,123 | $62.2M | 1.95% | +21,112+17.9% | Added |
| Dorsey & Whitney Trust CO LLC | 138,693 | $62.0M | 4.29% | +637+0.5% | Added |
| Itau Unibanco Holding S.A. | 138,673 | $62.0M | 2.55% | −23,220−14.3% | Reduced |
| Wendell David Associates Inc | 138,202 | $61.8M | 6.29% | +172+0.1% | Added |
| Albion Financial Group | 138,067 | $61.7M | 4.65% | +251+0.2% | Added |
| Level Four Advisory Services, LLC | 138,007 | $61.7M | 2.78% | +16,378+13.5% | Added |
| Noked Israel Ltd | 138,000 | $61.7M | 17.02% | −22,000−13.8% | Reduced |
| Segall Bryant & Hamill, LLC | 137,921 | $61.6M | 1.09% | +550.0% | Added |
| NorthRock Partners, LLC | 137,908 | $61.6M | 2.32% | +4,099+3.1% | Added |
| FRG Family Wealth Advisors LLC | 153,034 | $61.2M | 11.84% | −147−0.1% | Reduced |
| Guardian Capital LP | 136,776 | $61.1M | 2.31% | +2,691+2.0% | Added |
| Albar Capital Ltd | 136,211 | $60.9M | 9.28% | +17,021+14.3% | Added |
| Knights of Columbus Asset Advisors LLC | 136,169 | $60.9M | 3.97% | −7,186−5.0% | Reduced |
| Parsons Capital Management Inc | 135,594 | $60.6M | 4.13% | −1,070−0.8% | Reduced |
| Boston Family Office LLC | 135,429 | $60.5M | 4.36% | +614+0.5% | Added |
| Avala Global LP | 135,397 | $60.5M | 4.40% | −30,300−18.3% | Reduced |
| Pensioenfonds Rail & Ov | 135,047 | $60.4M | 4.52% | +31,742+30.7% | Added |
| Beaumont Financial Advisors, LLC | 135,011 | $60.3M | 4.83% | −1,280−0.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 134,616 | $60.2M | 5.80% | +12,032+9.8% | Added |
| Smith Group Asset Management, LLC | 134,549 | $60.1M | 5.34% | −86,754−39.2% | Reduced |
| Hemenway Trust Co LLC | 134,117 | $59.9M | 5.13% | −309−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 133,982 | $59.9M | 3.00% | +1,310+1.0% | Added |
| Moore Capital Management, LP | 133,922 | $59.9M | 1.31% | −235,947−63.8% | Reduced |
| Thoroughbred Financial Services, LLC | 133,914 | $59.9M | 4.00% | +30,198+29.1% | Added |
| Valiant Capital Management, L.P. | 133,680 | $59.7M | 7.04% | −11,918−8.2% | Reduced |
| Chescapmanager LLC | 133,392 | $59.6M | 9.42% | +30,000+29.0% | Added |
| Transform Wealth, LLC | 132,776 | $59.3M | 4.45% | +1,088+0.8% | Added |
| Woodline Partners LP | 132,701 | $59.3M | 0.57% | −35,052−20.9% | Reduced |
| Bank of Hawaii | 132,692 | $59.3M | 2.72% | −4,206−3.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 131,665 | $58.8M | 5.36% | +1,413+1.1% | Added |
| Principal Securities, Inc. | 131,622 | $58.8M | 1.62% | +13,720+11.6% | Added |
| Mane Global Capital Management LP | 130,605 | $58.4M | 4.10% | +129,817+16,474.2% | Added |
| TenCore Partners, LP | 130,271 | $58.2M | 22.41% | −24,970−16.1% | Reduced |
| Yarbrough Capital, LLC | 129,794 | $58.0M | 2.41% | 00.0% | Unchanged |
| Twin Capital Management Inc | 129,546 | $57.9M | 6.82% | +3,246+2.6% | Added |
| Constitution Capital LLC | 129,428 | $57.8M | 30.52% | +4,551+3.6% | Added |
| Grace & Mercy Foundation, Inc. | 129,230 | $57.8M | 13.07% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 128,937 | $57.6M | 0.63% | −512−0.4% | Reduced |
| Van Cleef Asset Management,Inc | 128,200 | $57.3M | 7.18% | −1,634−1.3% | Reduced |
| BancorpSouth Bank | 127,415 | $56.9M | 4.27% | −978−0.8% | Reduced |
| Ledyard National Bank | 127,415 | $56.9M | 5.53% | −2,095−1.6% | Reduced |
| Petredis Investment Advisors LLC | 127,020 | $56.8M | 6.35% | −425−0.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 126,737 | $56.6M | 4.57% | +2,988+2.4% | Added |
| Sonora Investment Management Group, LLC | 134,265 | $56.5M | 4.42% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 126,044 | $56.3M | 2.31% | −5,024−3.8% | Reduced |
| ClariVest Asset Management LLC | 125,934 | $56.3M | 5.74% | −1,278−1.0% | Reduced |
| Candlestick Capital Management LP | 125,766 | $56.2M | 2.16% | −30,192−19.4% | Reduced |
| Kimelman & Baird, LLC | 125,715 | $56.2M | 4.63% | +125,715 | New |
| Trust Co of Virginia | 125,123 | $55.9M | 5.33% | −1,116−0.9% | Reduced |
| Equitable Trust Co | 125,085 | $55.9M | 3.85% | −4,873−3.7% | Reduced |
| Unigestion Holding SA | 148,717 | $55.9M | 3.07% | −14,287−8.8% | Reduced |
| Senator Investment Group LP | 125,000 | $55.9M | 2.72% | −25,000−16.7% | Reduced |
| Dnca Finance | 124,755 | $55.8M | 4.78% | +124,755 | New |
| Stonebridge Capital Advisors LLC | 124,689 | $55.7M | 4.90% | −82−0.1% | Reduced |
| Petrus Trust Company, LTA | 124,596 | $55.7M | 5.20% | 00.0% | Unchanged |
| Papp L Roy & Associates | 124,113 | $55.5M | 6.72% | −5,753−4.4% | Reduced |
| Cobblestone Capital Advisors LLC | 123,715 | $55.3M | 3.41% | −509−0.4% | Reduced |
| Founders Capital Management, LLC | 123,702 | $55.3M | 9.93% | −145−0.1% | Reduced |
| Eagle Ridge Investment Management | 122,952 | $55.0M | 5.09% | −5,114−4.0% | Reduced |
| Main Street Research LLC | 122,701 | $54.8M | 3.62% | +3,525+3.0% | Added |
| Exchange Traded Concepts, LLC | 122,673 | $54.8M | 1.40% | +12,013+10.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 122,415 | $54.7M | 3.16% | +1,534+1.3% | Added |
| Rollins Financial Advisors, LLC | 122,226 | $54.6M | 9.38% | −396−0.3% | Reduced |
| Alerus Financial NA | 121,992 | $54.5M | 4.08% | −5,732−4.5% | Reduced |
| Anderson Hoagland & Co | 118,474 | $54.4M | 5.72% | −1,287−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 121,617 | $54.4M | 4.12% | +74,751+159.5% | Added |
| Ashton Thomas Private Wealth, LLC | 120,943 | $54.1M | 2.99% | +865+0.7% | Added |
| PFG Investments, LLC | 120,750 | $54.0M | 3.85% | −10,233−7.8% | Reduced |
| Appleton Partners Inc | 120,550 | $53.9M | 4.15% | −949−0.8% | Reduced |
| Coerente Capital Management | 120,460 | $53.8M | 10.51% | −6,792−5.3% | Reduced |
| Night Owl Capital Management, LLC | 120,151 | $53.7M | 8.03% | −2,924−2.4% | Reduced |
| TD Private Client Wealth LLC | 119,782 | $53.7M | 1.69% | −5,532−4.4% | Reduced |
| Greenbrier Partners Capital Management, LLC | 120,000 | $53.6M | 4.42% | +14,412+13.6% | Added |
| Carret Asset Management, LLC | 119,870 | $53.6M | 6.25% | −918−0.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 119,500 | $53.4M | 6.64% | 00.0% | Unchanged |
| Novare Capital Management LLC | 119,430 | $53.4M | 4.80% | +1,272+1.1% | Added |
| Everence Capital Management Inc | 136,858 | $53.3M | 3.69% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 119,171 | $53.3M | 3.31% | −10,192−7.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 119,102 | $53.2M | 10.86% | −13,542−10.2% | Reduced |
| Capital Investment Services of America, Inc. | 119,018 | $53.2M | 5.13% | −3,479−2.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 118,845 | $53.1M | 2.78% | +6,958+6.2% | Added |
| Procyon Private Wealth Partners, LLC | 118,313 | $52.9M | 3.92% | −3,002−2.5% | Reduced |
| Spinnaker Trust | 117,932 | $52.7M | 3.38% | +785+0.7% | Added |
| Fulton Bank, N.A. | 117,540 | $52.5M | 2.12% | −1,456−1.2% | Reduced |
| KMG Fiduciary Partners, LLC | 116,988 | $52.3M | 5.14% | +1,159+1.0% | Added |
| Stillwater Capital Advisors, LLC | 116,907 | $52.3M | 7.29% | −1,753−1.5% | Reduced |
| LGT Fund Management Co Ltd. | 116,736 | $52.2M | 6.50% | +81,392+230.3% | Added |
| V-Square Quantitative Management LLC | 116,704 | $52.2M | 8.45% | −1,574−1.3% | Reduced |
| Summit Trail Advisors, LLC | 116,557 | $52.1M | 1.37% | +47,703+69.3% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 113,311 | $52.0M | 4.07% | +630+0.6% | Added |
| Callahan Advisors, LLC | 116,384 | $52.0M | 5.41% | +220+0.2% | Added |
| Kiley Juergens Wealth Management, LLC | 116,160 | $51.9M | 14.42% | +6,897+6.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 116,059 | $51.9M | 20.71% | −253−0.2% | Reduced |
| Gratus Capital LLC | 115,907 | $51.8M | 2.09% | +21,265+22.5% | Added |