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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 97,353 | $43.5M | 4.02% | +3,230+3.4% | Added |
| German American Bancorp, Inc. | 96,504 | $43.1M | 4.95% | +1,271+1.3% | Added |
| Addenda Capital Inc. | 96,422 | $43.1M | 1.69% | +922+1.0% | Added |
| Bensler, LLC | 96,306 | $43.0M | 5.79% | +1,428+1.5% | Added |
| Hartline Investment Corp | 96,245 | $43.0M | 5.78% | +60,800+171.5% | Added |
| RWWM, Inc. | 96,149 | $43.0M | 4.67% | −2,392−2.4% | Reduced |
| Davy Global Fund Management Ltd | 95,871 | $42.8M | 4.90% | −193−0.2% | Reduced |
| Fiduciary Group LLC | 95,866 | $42.8M | 4.61% | −571−0.6% | Reduced |
| De Burlo Group Inc | 95,429 | $42.7M | 5.73% | −2,198−2.3% | Reduced |
| Country Club Bank | 93,933 | $42.5M | 2.96% | −818−0.9% | Reduced |
| Jacobs & Co | 95,141 | $42.5M | 4.46% | −1,151−1.2% | Reduced |
| Greenwood Gearhart Inc | 95,094 | $42.5M | 4.01% | +458+0.5% | Added |
| Rossmore Private Capital | 95,086 | $42.5M | 5.58% | +230.0% | Added |
| Resources Management Corp | 94,820 | $42.4M | 6.17% | −1,517−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 94,771 | $42.4M | 1.32% | +5,565+6.2% | Added |
| CapitalatWork S.A. | 94,647 | $42.3M | 1.42% | −47,538−33.4% | Reduced |
| Fagan Associates, Inc. | 94,326 | $42.2M | 7.38% | +2,334+2.5% | Added |
| Belmont Capital, LLC | 93,947 | $42.0M | 7.84% | +22,806+32.1% | Added |
| Pictet North America Advisors SA | 94,130 | $41.9M | 4.55% | +11,720+14.2% | Added |
| Blue Fin Capital, Inc. | 93,540 | $41.8M | 8.35% | +5,182+5.9% | Added |
| Visionary Wealth Advisors | 93,425 | $41.8M | 2.73% | +7,218+8.4% | Added |
| Bath Savings Trust Co | 93,394 | $41.7M | 4.44% | +604+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 93,298 | $41.7M | 0.67% | −406−0.4% | Reduced |
| United Asset Strategies, Inc. | 93,118 | $41.6M | 4.11% | +5,034+5.7% | Added |
| Diversify Advisory Services, LLC | 90,449 | $41.6M | 2.28% | +1,186+1.3% | Added |
| Wallington Asset Management, LLC | 92,625 | $41.4M | 6.33% | +1,328+1.5% | Added |
| Harvest Portfolios Group Inc. | 92,537 | $41.4M | 1.58% | −6,729−6.8% | Reduced |
| Canandaigua National Bank & Trust Co | 92,207 | $41.2M | 4.46% | −2,832−3.0% | Reduced |
| CapWealth Advisors, LLC | 92,164 | $41.2M | 5.21% | −9,366−9.2% | Reduced |
| Prime Capital Management Co Ltd | 92,139 | $41.2M | 5.40% | −90,324−49.5% | Reduced |
| Ithaka Group LLC | 91,843 | $41.0M | 7.58% | −2,913−3.1% | Reduced |
| Fidelis Capital Partners, LLC | 102,991 | $41.0M | 5.84% | +5,937+6.1% | Added |
| Vicus Capital | 91,658 | $41.0M | 3.70% | −1,266−1.4% | Reduced |
| Smithfield Trust Co | 91,714 | $41.0M | 2.15% | −1,529−1.6% | Reduced |
| Ascent Group, LLC | 91,602 | $40.9M | 3.33% | +4,330+5.0% | Added |
| ProVise Management Group, LLC | 91,595 | $40.9M | 3.48% | +909+1.0% | Added |
| Harbor Investment Advisory, LLC | 145,279 | $40.9M | 4.27% | −788−0.5% | Reduced |
| RDST Capital LLC | 90,895 | $40.6M | 10.69% | −2,920−3.1% | Reduced |
| GLOBALT Investments LLC | 90,840 | $40.6M | 1.62% | −1,554−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 90,789 | $40.6M | 7.25% | −1,212−1.3% | Reduced |
| Goelzer Investment Management, Inc. | 90,786 | $40.6M | 2.27% | −831−0.9% | Reduced |
| Knollwood Investment Advisory, LLC | 90,415 | $40.4M | 4.49% | +470+0.5% | Added |
| LaFleur & Godfrey LLC | 90,399 | $40.4M | 5.93% | −1,929−2.1% | Reduced |
| Hunter Associates Investment Management LLC | 90,098 | $40.3M | 6.77% | −427−0.5% | Reduced |
| Sky Investment Group LLC | 90,025 | $40.2M | 7.70% | −780−0.9% | Reduced |
| Clare Market Investments LLC | 89,914 | $40.2M | 11.23% | +2,561+2.9% | Added |
| American Assets Investment Management, LLC | 89,650 | $40.1M | 3.75% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 89,650 | $40.1M | 3.36% | +2,181+2.5% | Added |
| Silicon Valley Capital Partners | 89,626 | $40.1M | 5.51% | +4,049+4.7% | Added |
| Greenlea Lane Capital Management, LLC | 89,165 | $39.9M | 10.88% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 88,993 | $39.8M | 6.38% | −1,685−1.9% | Reduced |
| Janney Capital Management LLC | 88,863 | $39.7M | 2.80% | −11,107−11.1% | Reduced |
| Buckingham Strategic Partners | 88,762 | $39.7M | 1.04% | −13,633−13.3% | Reduced |
| Culbertson A N & Co Inc | 88,694 | $39.6M | 6.92% | −2,490−2.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 88,439 | $39.5M | 4.78% | −433−0.5% | Reduced |
| Mitchell Capital Management Co | 88,399 | $39.5M | 6.96% | +469+0.5% | Added |
| Allen Operations LLC | 88,383 | $39.5M | 7.73% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 88,377 | $39.5M | 1.77% | −2,362−2.6% | Reduced |
| Bank of Nova Scotia Trust Co | 88,262 | $39.4M | 4.41% | −4,885−5.2% | Reduced |
| Progressive Investment Management Corp | 88,133 | $39.4M | 10.44% | −1,183−1.3% | Reduced |
| Quadrant Capital Group LLC | 88,103 | $39.4M | 2.92% | +5,834+7.1% | Added |
| Cyrus J. Lawrence, LLC | 87,785 | $39.3M | 8.15% | +130+0.1% | Added |
| United Bank | 87,979 | $39.3M | 4.88% | −2,618−2.9% | Reduced |
| Cullen Investment Group, Ltd. | 87,774 | $39.2M | 6.26% | −2,743−3.0% | Reduced |
| Peachtree Investment Partners, LLC | 87,749 | $39.2M | 15.38% | −1,329−1.5% | Reduced |
| Laurion Capital Management LP | 87,700 | $39.2M | 1.28% | −77,173−46.8% | Reduced |
| Pennsylvania Capital Management Inc | 87,658 | $39.2M | 15.07% | +57+0.1% | Added |
| ExodusPoint Capital Management, LP | 87,616 | $39.2M | 0.43% | −80,644−47.9% | Reduced |
| Horiko Capital Management LLC | 87,210 | $39.1M | 11.12% | +1,265+1.5% | Added |
| James Investment Research Inc | 87,353 | $39.0M | 4.65% | −1,869−2.1% | Reduced |
| Barlow Wealth Partners, Inc. | 90,785 | $38.9M | 5.39% | +701+0.8% | Added |
| Leavell Investment Management, Inc. | 86,985 | $38.9M | 2.15% | +2,660+3.2% | Added |
| Wedmont Private Capital | 85,591 | $38.8M | 2.44% | +5,344+6.7% | Added |
| Schmidt P J Investment Management Inc | 86,832 | $38.8M | 7.09% | +406+0.5% | Added |
| Chicago Partners Investment Group LLC | 91,558 | $38.7M | 1.50% | +154+0.2% | Added |
| Charter Trust Co | 86,591 | $38.7M | 2.56% | −957−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 86,567 | $38.7M | 3.06% | +746+0.9% | Added |
| Avitas Wealth Management LLC | 86,424 | $38.6M | 5.66% | −1,743−2.0% | Reduced |
| Absher Wealth Management, LLC | 86,249 | $38.5M | 5.41% | −2,656−3.0% | Reduced |
| Ivy Lane Capital Management, LLC | 86,000 | $38.4M | 22.33% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 85,999 | $38.4M | 2.56% | +1,615+1.9% | Added |
| Kennedy Capital Management, Inc. | 85,995 | $38.4M | 0.82% | −3,037−3.4% | Reduced |
| Trust Asset Management LLC | 85,929 | $38.4M | 3.23% | 00.0% | Unchanged |
| Graypoint LLC | 85,899 | $38.4M | 2.65% | +1,803+2.1% | Added |
| HBK Sorce Advisory LLC | 85,810 | $38.4M | 1.34% | −804−0.9% | Reduced |
| Qtron Investments LLC | 85,791 | $38.3M | 5.54% | +1,589+1.9% | Added |
| Ronald Blue Trust, Inc. | 91,121 | $38.3M | 0.53% | +14,613+19.1% | Added |
| Randolph Co Inc | 85,724 | $38.3M | 4.70% | +257+0.3% | Added |
| Nexus Investment Management ULC | 85,640 | $38.3M | 4.02% | −5,015−5.5% | Reduced |
| Lake Street Advisors Group, LLC | 85,341 | $38.1M | 1.83% | +151+0.2% | Added |
| 1st Source Bank | 85,223 | $38.1M | 2.23% | −900−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 101,344 | $38.0M | 4.94% | +7,346+7.8% | Added |
| Johnson Financial Group, Inc. | 84,954 | $38.0M | 1.84% | +38,722+83.8% | Added |
| Fiduciary Alliance LLC | 82,603 | $37.9M | 6.16% | +5,856+7.6% | Added |
| GAMMA Investing LLC | 84,798 | $37.9M | 5.16% | +27,315+47.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 84,531 | $37.8M | 8.19% | −1,544−1.8% | Reduced |
| Cypress Capital Group | 84,472 | $37.8M | 4.52% | −757−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 84,346 | $37.7M | 1.42% | +2,024+2.5% | Added |
| Te Ahumairangi Investment Management Ltd | 84,101 | $37.6M | 7.22% | −8,038−8.7% | Reduced |
| Venturi Wealth Management, LLC | 83,721 | $37.4M | 2.22% | +10,503+14.3% | Added |