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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 83,645 | $37.4M | 2.26% | −81,752−49.4% | Reduced |
| Edge Wealth Management LLC | 83,590 | $37.4M | 7.87% | −1,705−2.0% | Reduced |
| Griffin Asset Management, Inc. | 83,564 | $37.3M | 4.33% | +795+1.0% | Added |
| NBC Securities, Inc. | 83,506 | $37.3M | 3.40% | +1,256+1.5% | Added |
| St Germain D J Co Inc | 83,497 | $37.3M | 1.81% | −1,504−1.8% | Reduced |
| Mark Asset Management LP | 83,351 | $37.3M | 4.92% | +256+0.3% | Added |
| SP Asset Management LLC | 83,154 | $37.2M | 3.38% | −130.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 83,138 | $37.2M | 3.84% | −6,468−7.2% | Reduced |
| Rings Capital Management LLC | 83,000 | $37.1M | 19.41% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 82,983 | $37.1M | 4.43% | +437+0.5% | Added |
| Bridgeway Capital Management, LLC | 82,871 | $37.0M | 0.87% | −24,431−22.8% | Reduced |
| LS Investment Advisors, LLC | 82,804 | $37.0M | 5.78% | +824+1.0% | Added |
| Two Sigma Securities, LLC | 82,713 | $37.0M | 1.76% | −107,329−56.5% | Reduced |
| Courier Capital LLC | 82,588 | $36.9M | 2.93% | +770+0.9% | Added |
| One Capital Management, LLC | 82,569 | $36.9M | 1.26% | +19,194+30.3% | Added |
| Moody National Bank Trust Division | 82,514 | $36.9M | 2.87% | +1,186+1.5% | Added |
| Caldwell Trust Co | 82,412 | $36.8M | 4.08% | +1,415+1.7% | Added |
| Gladstone Institutional Advisory LLC | 81,905 | $36.6M | 1.91% | −1,917−2.3% | Reduced |
| Professional Advisory Services Inc | 81,904 | $36.6M | 5.00% | −295−0.4% | Reduced |
| Trybe Capital Management LP | 81,657 | $36.5M | 11.56% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 81,607 | $36.5M | 9.13% | +877+1.1% | Added |
| ARS Wealth Advisors Group, LLC | 81,592 | $36.5M | 4.73% | −927−1.1% | Reduced |
| AMG National Trust Bank | 81,502 | $36.4M | 0.99% | +12,994+19.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 81,329 | $36.4M | 1.13% | +6,673+8.9% | Added |
| Verdence Capital Advisors LLC | 81,329 | $36.3M | 3.24% | +487+0.6% | Added |
| Mengis Capital Management, Inc. | 81,324 | $36.3M | 7.37% | −77,582−48.8% | Reduced |
| Merriman Wealth Management, LLC | 81,292 | $36.3M | 1.59% | −1,351−1.6% | Reduced |
| King Wealth | 81,206 | $36.3M | 6.05% | +100+0.1% | Added |
| Tritonpoint Wealth, LLC | 81,164 | $36.3M | 3.49% | +6,743+9.1% | Added |
| Rice Partnership, LLC | 81,065 | $36.2M | 7.87% | +2,137+2.7% | Added |
| Palisade Capital Management LLC | 80,963 | $36.2M | 0.98% | +4,402+5.7% | Added |
| Jackson Square Partners, LLC | 80,856 | $36.1M | 2.20% | −9,105−10.1% | Reduced |
| Permanent Capital Management, LP | 72,532 | $36.1M | 7.54% | +72,532 | New |
| South Street Advisors LLC | 80,699 | $36.1M | 5.47% | −1,792−2.2% | Reduced |
| Pinpoint Asset Management Ltd | 80,621 | $36.0M | 5.32% | +13,645+20.4% | Added |
| Newbrook Capital Advisors LP | 80,544 | $36.0M | 5.29% | +6,390+8.6% | Added |
| Rempart Asset Management Inc. | 80,471 | $36.0M | 7.09% | −4,159−4.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 80,280 | $35.9M | 2.65% | +3,491+4.5% | Added |
| Woodmont Investment Counsel LLC | 80,179 | $35.8M | 2.93% | −1,254−1.5% | Reduced |
| Edge Capital Group, LLC | 80,026 | $35.8M | 1.73% | +956+1.2% | Added |
| Pennant Investors, LP | 80,000 | $35.8M | 9.76% | −32,000−28.6% | Reduced |
| Central Securities Corp | 80,000 | $35.8M | 3.52% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 80,000 | $35.8M | 19.59% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 79,906 | $35.7M | 4.19% | −1,410−1.7% | Reduced |
| Pacific Global Investment Management CO | 79,891 | $35.7M | 6.78% | −1,565−1.9% | Reduced |
| First Nebraska Trust Co | 79,717 | $35.6M | 3.67% | −367−0.5% | Reduced |
| Dash Acquisitions Inc. | 80,108 | $35.5M | 9.71% | +5,787+7.8% | Added |
| Overbrook Management Corp | 79,463 | $35.5M | 8.97% | −1,086−1.3% | Reduced |
| International Assets Investment Management, LLC | 79,179 | $35.4M | 3.33% | +5,613+7.6% | Added |
| Untitled Investments LP | 79,057 | $35.3M | 7.89% | −25,944−24.7% | Reduced |
| Marco Investment Management LLC | 79,051 | $35.3M | 3.26% | +240+0.3% | Added |
| Jackson Wealth Management, LLC | 79,001 | $35.3M | 7.57% | −54,475−40.8% | Reduced |
| M. Kraus & Co | 78,962 | $35.3M | 10.82% | −989−1.2% | Reduced |
| First Financial Bank - Trust Division | 78,818 | $35.2M | 3.47% | −4,154−5.0% | Reduced |
| Hills Bank & Trust Co | 78,757 | $35.2M | 2.85% | −1,863−2.3% | Reduced |
| Nations Financial Group Inc, | 78,699 | $35.2M | 2.87% | +534+0.7% | Added |
| Montag & Caldwell, LLC | 78,660 | $35.2M | 7.10% | −22,385−22.2% | Reduced |
| Westchester Capital Management, Inc. | 78,658 | $35.2M | 8.88% | −333−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 88,870 | $35.1M | 3.95% | −824−0.9% | Reduced |
| Bourne Lent Asset Management Inc | 78,547 | $35.1M | 13.46% | −901−1.1% | Reduced |
| PFG Advisors | 78,324 | $35.0M | 2.37% | +2,353+3.1% | Added |
| Belpointe Asset Management LLC | 78,305 | $35.0M | 2.44% | −259−0.3% | Reduced |
| Symmetry Investments LP | 78,205 | $35.0M | 4.38% | −129,221−62.3% | Reduced |
| Tufton Capital Management | 78,152 | $34.9M | 6.79% | −494−0.6% | Reduced |
| Black Point Wealth Management | 78,032 | $34.9M | 36.14% | +78,032 | New |
| Icon Wealth Advisors, LLC | 83,319 | $34.9M | 3.10% | +6,957+9.1% | Added |
| Lyell Wealth Management, LP | 77,694 | $34.7M | 3.32% | +1,746+2.3% | Added |
| Ostrum Asset Management | 77,644 | $34.7M | 3.03% | −1,694−2.1% | Reduced |
| First National Advisers, LLC | 77,581 | $34.7M | 6.34% | +9,057+13.2% | Added |
| Syon Capital LLC | 77,340 | $34.6M | 3.18% | +2,242+3.0% | Added |
| Sound View Wealth Advisors Group, LLC | 77,275 | $34.5M | 3.56% | −171−0.2% | Reduced |
| BBR Partners, LLC | 77,147 | $34.5M | 2.82% | −7,329−8.7% | Reduced |
| Greatmark Investment Partners, Inc. | 77,111 | $34.5M | 5.03% | −2,112−2.7% | Reduced |
| Cigna Investments Inc | 77,047 | $34.4M | 6.43% | −1,088−1.4% | Reduced |
| Nemes Rush Group LLC | 77,028 | $34.4M | 4.73% | +231+0.3% | Added |
| Hoffman, Alan N Investment Management | 77,000 | $34.4M | 16.98% | +340.0% | Added |
| Dividend Assets Capital, LLC | 76,912 | $34.4M | 7.01% | +533+0.7% | Added |
| Financial Insights, Inc. | 76,879 | $34.4M | 9.55% | +543+0.7% | Added |
| Abner Herrman & Brock LLC | 76,755 | $34.3M | 4.35% | +53+0.1% | Added |
| Private Trust Co NA | 76,723 | $34.3M | 3.69% | −8,959−10.5% | Reduced |
| Cutler Investment Counsel LLC | 76,688 | $34.3M | 4.66% | −942−1.2% | Reduced |
| Galvin, Gaustad & Stein, LLC | 76,647 | $34.3M | 3.19% | −3,213−4.0% | Reduced |
| Payden & Rygel Investment Group | 76,530 | $34.2M | 2.76% | −9,000−10.5% | Reduced |
| Payden & Rygel | 76,530 | $34.2M | 2.76% | −9,000−10.5% | Reduced |
| WMS Partners, LLC | 76,508 | $34.2M | 2.19% | −2,420−3.1% | Reduced |
| SeaCrest Wealth Management, LLC | 76,431 | $34.2M | 3.89% | +2,616+3.5% | Added |
| Geneos Wealth Management Inc. | 76,324 | $34.1M | 1.51% | +42+0.1% | Added |
| First Hawaiian Bank | 76,234 | $34.1M | 1.15% | −7,284−8.7% | Reduced |
| Western Wealth Management, LLC | 76,078 | $34.0M | 2.52% | +2,956+4.0% | Added |
| MIG Capital, LLC | 76,062 | $34.0M | 4.53% | 00.0% | Unchanged |
| Fundamentun, LLC | 75,960 | $34.0M | 2.81% | +5,786+8.2% | Added |
| Jasper Ridge Partners, L.P. | 75,938 | $33.9M | 1.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 75,870 | $33.9M | 2.29% | +6,989+10.1% | Added |
| Angeles Wealth Management, LLC | 75,863 | $33.9M | 3.18% | +4,485+6.3% | Added |
| Ardmore Road Asset Management LP | 75,500 | $33.7M | 5.20% | +15,500+25.8% | Added |
| Mirae Asset Securities (USA) Inc. | 75,424 | $33.7M | 2.17% | +75,424 | New |
| Perennial Advisors, LLC | 75,409 | $33.7M | 7.56% | −421−0.6% | Reduced |
| Brasada Capital Management, LP | 74,078 | $33.7M | 5.96% | −1,022−1.4% | Reduced |
| Wildcat Capital Management, LLC | 75,000 | $33.5M | 8.20% | 00.0% | Unchanged |
| Firetrail Investments Pty Ltd | 74,934 | $33.5M | 10.16% | +41,925+127.0% | Added |