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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 74,924 | $33.5M | 0.14% | −962,664−92.8% | Reduced |
| Financial Engines Advisors L.L.C. | 74,881 | $33.5M | 0.07% | +29,603+65.4% | Added |
| Mechanics Bank Trust Department | 74,844 | $33.5M | 4.79% | −546−0.7% | Reduced |
| Hallmark Capital Management Inc | 74,695 | $33.4M | 2.66% | −5,631−7.0% | Reduced |
| Morningstar Investment Management LLC | 74,620 | $33.4M | 3.48% | +11,586+18.4% | Added |
| Ibex Wealth Advisors | 74,450 | $33.3M | 5.19% | +11,462+18.2% | Added |
| Nelson Capital Management, LLC | 74,438 | $33.3M | 5.90% | −644−0.9% | Reduced |
| Svenska Handelsbanken AB (publ) | 73,186 | $33.2M | 9.24% | +73,186 | New |
| Focus Financial Network, Inc. | 74,807 | $33.2M | 1.42% | +1,341+1.8% | Added |
| GHP Investment Advisors, Inc. | 74,088 | $33.1M | 1.65% | −540−0.7% | Reduced |
| River Wealth Advisors LLC | 74,028 | $33.1M | 4.75% | +1,366+1.9% | Added |
| Buffington Mohr McNeal | 74,016 | $33.1M | 5.80% | +855+1.2% | Added |
| Edentree Asset Management Ltd | 73,998 | $33.1M | 10.48% | +2,440+3.4% | Added |
| Anchor Capital Advisors LLC | 73,875 | $33.0M | 0.93% | −300.0% | Reduced |
| Intrust Bank NA | 73,870 | $33.0M | 3.51% | −320−0.4% | Reduced |
| Catalytic Wealth RIA, LLC | 73,772 | $33.0M | 6.51% | +2,935+4.1% | Added |
| Fulcrum Capital LLC | 73,684 | $32.9M | 7.50% | +2,330+3.3% | Added |
| Pettyjohn, Wood & White, Inc | 73,617 | $32.9M | 6.39% | −2,097−2.8% | Reduced |
| Monetary Management Group Inc | 73,608 | $32.9M | 8.70% | +68+0.1% | Added |
| Wintrust Investments LLC | 73,504 | $32.9M | 2.67% | +742+1.0% | Added |
| Sompo Asset Management Co., Ltd. | 73,471 | $32.8M | 5.55% | −4,245−5.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,465 | $32.8M | 3.74% | −506−0.7% | Reduced |
| Howe & Rusling Inc | 73,328 | $32.8M | 2.99% | +5,291+7.8% | Added |
| Fogel Capital Management, Inc. | 73,256 | $32.7M | 17.44% | +240+0.3% | Added |
| Joel Isaacson & Co., LLC | 73,156 | $32.7M | 1.72% | +1,090+1.5% | Added |
| Covenant Asset Management, LLC | 72,854 | $32.6M | 7.32% | −280−0.4% | Reduced |
| Exchange Capital Management, Inc. | 72,733 | $32.5M | 5.30% | −1,429−1.9% | Reduced |
| Apella Capital, LLC | 70,486 | $32.4M | 1.45% | +20,602+41.3% | Added |
| Titan Global Capital Management USA LLC | 72,368 | $32.3M | 5.15% | −734−1.0% | Reduced |
| Cohen Capital Management, Inc. | 72,311 | $32.3M | 5.57% | −50−0.1% | Reduced |
| Walter Public Investments Inc. | 72,165 | $32.3M | 6.17% | −381−0.5% | Reduced |
| Naples Global Advisors, LLC | 72,082 | $32.2M | 3.23% | −446−0.6% | Reduced |
| Blackhill Capital Inc | 72,050 | $32.2M | 2.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 71,978 | $32.2M | 3.49% | −17,251−19.3% | Reduced |
| Godsey & Gibb Associates | 71,925 | $32.1M | 3.32% | −5,794−7.5% | Reduced |
| Hutchinson Capital Management | 71,919 | $32.1M | 6.57% | +258+0.4% | Added |
| WCG Wealth Advisors LLC | 71,913 | $32.1M | 2.38% | +4,148+6.1% | Added |
| RAM Investment Partners, LLC | 71,903 | $32.1M | 9.33% | −42−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 71,862 | $32.1M | 3.11% | −4,038−5.3% | Reduced |
| Hohimer Wealth Management, LLC | 72,133 | $32.1M | 7.45% | +6,856+10.5% | Added |
| Strategic Wealth Partners, Ltd. | 71,764 | $32.1M | 3.35% | +3,491+5.1% | Added |
| Brown Shipley& Co Ltd | 71,687 | $32.0M | 14.42% | −2,084−2.8% | Reduced |
| Buckley Wealth Management, LLC | 71,661 | $32.0M | 10.15% | −664−0.9% | Reduced |
| Strategic Advisors LLC | 71,622 | $32.0M | 6.21% | −7,211−9.1% | Reduced |
| Rothschild Investment LLC | 71,606 | $32.0M | 2.23% | +4,556+6.8% | Added |
| Holderness Investments Co | 71,438 | $31.9M | 7.53% | −1,003−1.4% | Reduced |
| Arjuna Capital | 71,287 | $31.9M | 8.57% | +1,148+1.6% | Added |
| Foyston, Gordon, & Payne Inc | 71,229 | $31.8M | 7.85% | −2,096−2.9% | Reduced |
| Community Financial Services Group, LLC | 71,000 | $31.7M | 6.83% | +1,129+1.6% | Added |
| Teamwork Financial Advisors, LLC | 70,777 | $31.6M | 4.69% | −18,229−20.5% | Reduced |
| GTS Securities LLC | 70,750 | $31.6M | 0.66% | −167,974−70.4% | Reduced |
| Csenge Advisory Group | 70,691 | $31.6M | 1.79% | +1,268+1.8% | Added |
| Deltec Asset Management LLC | 70,643 | $31.6M | 6.04% | −484−0.7% | Reduced |
| JGP Wealth Management, LLC | 70,528 | $31.5M | 4.50% | +228+0.3% | Added |
| JLB & Associates Inc | 70,030 | $31.3M | 4.23% | −876−1.2% | Reduced |
| Webster Bank, N. A. | 69,969 | $31.3M | 3.43% | −406−0.6% | Reduced |
| Money Concepts Capital Corp | 69,880 | $31.2M | 2.62% | −145−0.2% | Reduced |
| Claret Asset Management Corp | 69,845 | $31.2M | 5.55% | −2,123−2.9% | Reduced |
| Pioneer Trust Bank N A | 69,706 | $31.2M | 8.41% | −1,404−2.0% | Reduced |
| Regal Investment Advisors LLC | 69,693 | $31.1M | 2.06% | +1,380+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 69,662 | $31.1M | 2.66% | +896+1.3% | Added |
| Fragasso Group Inc. | 69,658 | $31.1M | 2.57% | −815−1.2% | Reduced |
| Vision Capital Management, Inc. | 69,620 | $31.1M | 4.63% | −385−0.5% | Reduced |
| Azzad Asset Management Inc | 69,563 | $31.1M | 3.66% | +1,133+1.7% | Added |
| Core Alternative Capital | 69,560 | $31.1M | 6.22% | −3,698−5.0% | Reduced |
| RNC Capital Management LLC | 69,494 | $31.1M | 1.72% | +4,719+7.3% | Added |
| Paragon Capital Management Ltd | 69,385 | $31.0M | 5.69% | +86+0.1% | Added |
| Varenne Capital Partners | 69,105 | $30.9M | 8.73% | +2,903+4.4% | Added |
| Edgestream Partners, L.P. | 69,029 | $30.9M | 1.49% | +16,782+32.1% | Added |
| BKD Wealth Advisors, LLC | 69,002 | $30.8M | 0.77% | −1,437−2.0% | Reduced |
| BFSG, LLC | 68,895 | $30.8M | 3.90% | −853−1.2% | Reduced |
| Segment Wealth Management, LLC | 68,872 | $30.8M | 2.27% | +1,223+1.8% | Added |
| Van Strum & Towne Inc. | 68,682 | $30.7M | 11.14% | −324−0.5% | Reduced |
| Wellington Shields & Co., LLC | 68,625 | $30.7M | 9.99% | +1,167+1.7% | Added |
| Aviso Financial Inc. | 68,712 | $30.7M | 1.71% | +68,712 | New |
| SFMG, LLC | 68,547 | $30.6M | 2.66% | −84−0.1% | Reduced |
| Centre Asset Management, LLC | 68,459 | $30.6M | 7.03% | +945+1.4% | Added |
| Thompson Investment Management, Inc. | 68,291 | $30.5M | 4.71% | −807−1.2% | Reduced |
| IFP Advisors, Inc | 68,196 | $30.5M | 1.21% | +5,291+8.4% | Added |
| Chicago Trust Co NA | 68,202 | $30.5M | 6.18% | +1,907+2.9% | Added |
| Guardian Capital Advisors LP | 65,124 | $30.4M | 3.23% | −3,428−5.0% | Reduced |
| McRae Capital Management Inc | 67,743 | $30.3M | 6.90% | −1,065−1.5% | Reduced |
| Copeland Capital Management, LLC | 67,729 | $30.3M | 0.57% | +2,385+3.6% | Added |
| CMH Wealth Management LLC | 67,724 | $30.3M | 7.45% | +1,514+2.3% | Added |
| Schechter Investment Advisors, LLC | 67,589 | $30.2M | 2.28% | +714+1.1% | Added |
| CCM Investment Advisers LLC | 67,447 | $30.1M | 3.54% | +640+1.0% | Added |
| Flagship Harbor Advisors, LLC | 67,448 | $30.1M | 1.81% | +1,964+3.0% | Added |
| BlueCrest Capital Management Ltd | 67,412 | $30.1M | 5.27% | +66,812+11,135.3% | Added |
| 11 Capital Partners LP | 67,376 | $30.1M | 12.40% | −310−0.5% | Reduced |
| Change Path, LLC | 67,325 | $30.1M | 1.52% | −10,830−13.9% | Reduced |
| Zevin Asset Management LLC | 67,316 | $30.1M | 4.87% | −2,598−3.7% | Reduced |
| Greenwood Capital Associates LLC | 67,142 | $30.0M | 3.95% | −494−0.7% | Reduced |
| Perkins Coie Trust Co | 66,863 | $29.9M | 6.95% | −1,489−2.2% | Reduced |
| Sand Hill Global Advisors, LLC | 66,694 | $29.8M | 1.35% | +2,019+3.1% | Added |
| Clear Harbor Asset Management, LLC | 66,668 | $29.8M | 2.59% | −281−0.4% | Reduced |
| Peak Asset Management, LLC | 66,548 | $29.7M | 5.83% | −1,468−2.2% | Reduced |
| Tamar Securities, LLC | 66,519 | $29.7M | 4.82% | −4,374−6.2% | Reduced |
| Toth Financial Advisory Corp | 66,369 | $29.7M | 3.77% | −1,150−1.7% | Reduced |
| Central Pacific Bank - Trust Division | 66,317 | $29.6M | 3.53% | −2,969−4.3% | Reduced |
| Borer Denton & Associates, Inc. | 66,237 | $29.6M | 10.75% | −390−0.6% | Reduced |