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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 115,516 | $51.6M | 3.59% | −1,021−0.9% | Reduced |
| DRW Securities, LLC | 114,541 | $51.3M | 3.14% | +32,640+39.9% | Added |
| Manitou Investment Management Ltd. | 114,719 | $51.3M | 11.47% | −780−0.7% | Reduced |
| Shufro Rose & Co LLC | 114,190 | $51.0M | 4.16% | −893−0.8% | Reduced |
| Pitcairn Co | 113,946 | $50.9M | 3.11% | +8,392+8.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 113,916 | $50.9M | 9.63% | −637−0.6% | Reduced |
| Private Advisory Group LLC | 113,887 | $50.9M | 6.69% | +9,321+8.9% | Added |
| Heritage Trust Co | 113,856 | $50.9M | 6.71% | −1,948−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 113,618 | $50.8M | 1.93% | −3,577−3.1% | Reduced |
| Synergy Financial Management, LLC | 112,620 | $50.3M | 7.88% | +19,947+21.5% | Added |
| Washington Trust Bank | 112,527 | $50.3M | 4.97% | +83+0.1% | Added |
| 180 Wealth Advisors, LLC | 110,503 | $50.2M | 8.19% | −1,539−1.4% | Reduced |
| We Are One Seven, LLC | 112,336 | $50.2M | 2.38% | +1,755+1.6% | Added |
| Schnieders Capital Management LLC | 111,763 | $50.0M | 10.09% | +352+0.3% | Added |
| Hilton Capital Management, LLC | 111,728 | $49.9M | 4.22% | +3,310+3.1% | Added |
| Wellington Shields Capital Management, LLC | 111,433 | $49.8M | 9.07% | +1,628+1.5% | Added |
| Wilsey Asset Management Inc | 111,406 | $49.8M | 10.46% | −500.0% | Reduced |
| Auxier Asset Management | 110,854 | $49.5M | 7.84% | −1,199−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 110,788 | $49.5M | 2.33% | +3,524+3.3% | Added |
| Moran Wealth Management, LLC | 109,804 | $49.1M | 1.62% | −1,019−0.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,772 | $49.1M | 5.64% | −910−0.8% | Reduced |
| Tompkins Financial Corp | 109,717 | $49.0M | 5.14% | −721−0.7% | Reduced |
| Linscomb & Williams, Inc. | 109,322 | $48.9M | 2.53% | +723+0.7% | Added |
| Circle Wealth Management, LLC | 108,931 | $48.7M | 1.13% | +1,020+0.9% | Added |
| Principle Wealth Partners LLC | 108,861 | $48.7M | 3.70% | +358+0.3% | Added |
| Boston Common Asset Management, LLC | 108,678 | $48.6M | 1.24% | +9,050+9.1% | Added |
| GW Henssler & Associates Ltd | 108,641 | $48.6M | 2.92% | −4,020−3.6% | Reduced |
| MainStreet Investment Advisors LLC | 108,564 | $48.5M | 5.94% | −9,791−8.3% | Reduced |
| Kadensa Capital Ltd | 108,407 | $48.5M | 11.42% | −5,618−4.9% | Reduced |
| Capital Analysts, LLC | 108,241 | $48.4M | 2.14% | +1,604+1.5% | Added |
| IHT Wealth Management, LLC | 107,862 | $48.2M | 1.80% | −942−0.9% | Reduced |
| Auto-Owners Insurance Co | 107,545 | $48.1M | 1.27% | 00.0% | Unchanged |
| Oak Associates, Ltd | 107,443 | $48.0M | 3.19% | −203−0.2% | Reduced |
| Lynch & Associates | 107,108 | $47.9M | 10.79% | +3,158+3.0% | Added |
| Waycross Partners, LLC | 107,037 | $47.8M | 7.34% | +9,934+10.2% | Added |
| BTC Capital Management, Inc. | 106,966 | $47.8M | 4.44% | −1,670−1.5% | Reduced |
| Clarkston Capital Partners, LLC | 106,963 | $47.8M | 0.91% | −3,325−3.0% | Reduced |
| Willis Investment Counsel | 106,740 | $47.7M | 3.30% | +150.0% | Added |
| China Universal Asset Management Co., Ltd. | 106,539 | $47.6M | 6.72% | −6,629−5.9% | Reduced |
| Foundations Investment Advisors, LLC | 106,528 | $47.6M | 1.16% | +2,573+2.5% | Added |
| Alberta Investment Management Corp | 106,369 | $47.5M | 0.50% | −93,981−46.9% | Reduced |
| Managed Asset Portfolios, LLC | 106,368 | $47.5M | 7.05% | −8,552−7.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 106,304 | $47.5M | 4.28% | +23,312+28.1% | Added |
| BSN Capital Partners Ltd | 105,000 | $47.5M | 3.11% | +105,000 | New |
| Foster Dykema Cabot & Partners, LLC | 106,211 | $47.5M | 4.25% | +2,660+2.6% | Added |
| Coastline Trust Co | 106,038 | $47.4M | 5.55% | −2,843−2.6% | Reduced |
| CSM Advisors, LLC | 105,735 | $47.3M | 3.34% | −2,650−2.4% | Reduced |
| Cooperman Leon G | 105,705 | $47.2M | 1.99% | −140,000−57.0% | Reduced |
| McIlrath & Eck, LLC | 105,486 | $47.1M | 7.00% | +943+0.9% | Added |
| Orion Investment Co | 105,302 | $47.1M | 18.75% | +105,302 | New |
| FourThought Financial Partners, LLC | 105,236 | $47.0M | 6.05% | −1,353−1.3% | Reduced |
| Capco Asset Management, LLC | 105,066 | $47.0M | 11.11% | +1,358+1.3% | Added |
| Polaris Capital Management, LLC | 104,926 | $46.9M | 2.51% | −4,000−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 104,848 | $46.9M | 3.40% | +5,420+5.5% | Added |
| Means Investment Co., Inc. | 104,788 | $46.8M | 5.60% | −1,659−1.6% | Reduced |
| Vantage Investment Partners, LLC | 104,516 | $46.7M | 4.23% | −962−0.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 104,447 | $46.7M | 8.17% | −26,518−20.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 104,276 | $46.6M | 4.77% | −5,965−5.4% | Reduced |
| Churchill Management Corp | 104,270 | $46.6M | 0.55% | +2,225+2.2% | Added |
| Suvretta Capital Management, LLC | 104,033 | $46.5M | 1.90% | +24,716+31.2% | Added |
| TCG Advisory Services, LLC | 103,950 | $46.5M | 2.24% | +3,577+3.6% | Added |
| AlTi Global, Inc. | 103,617 | $46.3M | 1.24% | +2,149+2.1% | Added |
| Summit Financial, LLC | 103,509 | $46.3M | 2.11% | +39,816+62.5% | Added |
| Headlands Technologies LLC | 103,348 | $46.2M | 4.90% | +86,357+508.3% | Added |
| Mather Group, LLC. | 109,519 | $46.1M | 0.57% | +26,836+32.5% | Added |
| Auxano Advisors, LLC | 102,938 | $46.0M | 12.72% | −564−0.5% | Reduced |
| Jag Capital Management, LLC | 102,920 | $46.0M | 6.31% | −3,029−2.9% | Reduced |
| Amussen Hunsaker Associates LLC | 102,751 | $45.9M | 7.75% | +694+0.7% | Added |
| Weatherly Asset Management L. P. | 102,696 | $45.9M | 4.20% | −2,046−2.0% | Reduced |
| Exor Capital LLP | 102,560 | $45.8M | 1.54% | +12,034+13.3% | Added |
| Ace Management Global Ltd. | 102,494 | $45.8M | 13.45% | +102,494 | New |
| Bell Asset Management Ltd | 102,059 | $45.6M | 6.40% | −6,075−5.6% | Reduced |
| Archon Partners LLC | 102,000 | $45.6M | 5.85% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 101,901 | $45.5M | 6.03% | −4,261−4.0% | Reduced |
| Renaissance Group LLC | 101,857 | $45.5M | 1.78% | −3,947−3.7% | Reduced |
| Lakeside Advisors, INC. | 101,833 | $45.5M | 29.56% | −1,746−1.7% | Reduced |
| Americana Partners, LLC | 101,720 | $45.5M | 3.58% | −585−0.6% | Reduced |
| Farther Finance Advisors, LLC | 99,508 | $45.4M | 2.20% | +28,567+40.3% | Added |
| Lee Danner & Bass Inc | 101,473 | $45.4M | 3.50% | +101,473 | New |
| Simmons Bank | 101,378 | $45.3M | 3.42% | −1,799−1.7% | Reduced |
| Dock Street Asset Management Inc | 101,282 | $45.3M | 6.33% | −2,226−2.2% | Reduced |
| Terry L. Blaker | 101,262 | $45.3M | 1.82% | −4,218−4.0% | Reduced |
| American National Bank | 101,243 | $45.3M | 5.63% | +1,350+1.4% | Added |
| Point72 Europe (London) LLP | 101,040 | $45.2M | 3.82% | +26,700+35.9% | Added |
| First American Trust, FSB | 100,539 | $44.9M | 4.50% | −11,271−10.1% | Reduced |
| Axiom Advisory, LLC | 106,165 | $44.9M | 0.49% | +104,490+6,238.2% | Added |
| Connors Investor Services Inc | 100,263 | $44.8M | 4.66% | −1,293−1.3% | Reduced |
| Bornite Capital Management LP | 100,000 | $44.7M | 7.36% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 99,673 | $44.5M | 2.30% | +8,814+9.7% | Added |
| North Star Investment Management Corp. | 99,536 | $44.5M | 3.26% | −2,154−2.1% | Reduced |
| Zweig-DiMenna Associates LLC | 99,483 | $44.5M | 5.05% | −325−0.3% | Reduced |
| Anchor Investment Management, LLC | 99,392 | $44.4M | 4.57% | +1,170+1.2% | Added |
| Essex Financial Services, Inc. | 110,185 | $44.4M | 3.29% | +18,455+20.1% | Added |
| WestEnd Advisors, LLC | 98,789 | $44.2M | 1.14% | −5,121−4.9% | Reduced |
| Girard Partners Ltd. | 98,353 | $44.0M | 4.16% | −1,784−1.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 98,323 | $43.9M | 5.20% | +7,317+8.0% | Added |
| Columbia Asset Management | 98,166 | $43.9M | 8.25% | −339−0.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 97,973 | $43.8M | 0.11% | +982+1.0% | Added |
| Milestones Administradora de Recursos Ltda. | 97,792 | $43.7M | 18.37% | 00.0% | Unchanged |
| Atika Capital Management LLC | 97,500 | $43.6M | 5.05% | +11,000+12.7% | Added |