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
- 5,270
- +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
- 2,257 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 | 6,238 | $1.99T |
| Q4 2025 | 6,330 | $2.66T |
| Q3 2025 | 5,866 | $2.76T |
| Q2 2025 | 5,829 | $2.67T |
| Q1 2025 | 5,777 | $2.01T |
| Q4 2024 | 5,877 | $2.26T |
| Q3 2024 | 5,302 | $2.27T |
| Q2 2024 | 5,270 | $2.37T |
| Q1 2024 | 5,241 | $2.23T |
| Q4 2023 | 5,217 | $1.99T |
| Q3 2023 | 4,862 | $1.66T |
| Q2 2023 | 4,816 | $1.79T |
| Q1 2023 | 4,718 | $1.52T |
| Q4 2022 | 4,680 | $1.27T |
| Q3 2022 | 4,509 | $1.23T |
| Q2 2022 | 4,516 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,554 | $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 |
|---|---|---|---|---|---|
| Verity & Verity, LLC | 66,203 | $29.6M | 3.22% | +1,651+2.6% | Added |
| Iyo Bank, Ltd. | 66,077 | $29.5M | 10.48% | 00.0% | Unchanged |
| Leuthold Group, LLC | 66,053 | $29.5M | 3.41% | −591−0.9% | Reduced |
| Premier Fund Managers Ltd | 65,194 | $29.5M | 1.18% | +1,793+2.8% | Added |
| Bright Rock Capital Management, LLC | 66,000 | $29.5M | 6.22% | 00.0% | Unchanged |
| Somerville Kurt F | 65,952 | $29.5M | 4.97% | −1,151−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 65,828 | $29.4M | 6.89% | −1,006−1.5% | Reduced |
| Legacy Private Trust Co. | 65,777 | $29.4M | 2.09% | +488+0.7% | Added |
| Annex Advisory Services, LLC | 65,653 | $29.3M | 1.03% | +2,054+3.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 65,415 | $29.2M | 4.54% | +1,110+1.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 65,409 | $29.2M | 6.32% | −18,031−21.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 65,288 | $29.2M | 7.57% | −1,546−2.3% | Reduced |
| Spirepoint Private Client, LLC | 65,021 | $29.1M | 4.12% | +546+0.8% | Added |
| Perseverance Asset Management International | 65,000 | $29.1M | 3.81% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 64,911 | $29.0M | 3.35% | +191+0.3% | Added |
| Avestar Capital, LLC | 64,875 | $29.0M | 3.21% | +7,265+12.6% | Added |
| Cornerstone Wealth Group, LLC | 64,849 | $29.0M | 2.58% | +2,808+4.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 64,398 | $28.8M | 2.67% | +3,095+5.0% | Added |
| CBOE Vest Financial, LLC | 64,200 | $28.7M | 0.69% | +9,308+17.0% | Added |
| Broadleaf Partners, LLC | 64,191 | $28.7M | 6.94% | −441−0.7% | Reduced |
| CX Institutional | 64,154 | $28.7M | 1.35% | −210.0% | Reduced |
| Parcion Private Wealth LLC | 63,962 | $28.6M | 2.61% | +5,442+9.3% | Added |
| Jamison Private Wealth Management, Inc. | 63,801 | $28.5M | 4.74% | −756−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 63,661 | $28.5M | 3.05% | +6,242+10.9% | Added |
| Princeton Global Asset Management LLC | 63,523 | $28.4M | 6.27% | +3,529+5.9% | Added |
| Turim 21 Investimentos Ltda. | 63,489 | $28.4M | 7.24% | 00.0% | Unchanged |
| Community Bank, N.A. | 63,417 | $28.3M | 3.73% | −170−0.3% | Reduced |
| Buckingham Capital Management, Inc. | 63,281 | $28.3M | 3.38% | −749−1.2% | Reduced |
| Aragon Global Management, LP | 63,237 | $28.3M | 12.06% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 63,236 | $28.3M | 10.92% | +220.0% | Added |
| Harbour Investments, Inc. | 63,094 | $28.2M | 0.95% | +1,549+2.5% | Added |
| Polymer Capital Management (HK) LTD | 62,980 | $28.1M | 5.71% | +1,090+1.8% | Added |
| Virtu Financial LLC | 62,879 | $28.1M | 1.96% | +48,005+322.7% | Added |
| First Western Trust Bank | 62,847 | $28.1M | 1.34% | −6,444−9.3% | Reduced |
| Alta Park Capital, LP | 62,802 | $28.1M | 3.68% | −36,597−36.8% | Reduced |
| Wedgewood Partners Inc | 68,970 | $28.1M | 5.73% | −1,645−2.3% | Reduced |
| Bridgewater Advisors Inc. | 67,036 | $28.1M | 3.47% | +40,662+154.2% | Added |
| Hayek Kallen Investment Management | 62,735 | $28.0M | 10.45% | −483−0.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 62,715 | $28.0M | 5.49% | +18,670+42.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 62,702 | $28.0M | 10.46% | +9,185+17.2% | Added |
| Good Life Advisors, LLC | 62,618 | $28.0M | 2.31% | +539+0.9% | Added |
| Canal Insurance CO | 62,500 | $27.9M | 7.39% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 63,298 | $27.9M | 7.16% | −3,371−5.1% | Reduced |
| SageView Advisory Group, LLC | 62,350 | $27.9M | 1.29% | +62,350 | New |
| XML Financial, LLC | 62,349 | $27.9M | 2.80% | −3,146−4.8% | Reduced |
| Chemung Canal Trust Co | 62,343 | $27.9M | 5.39% | −2,665−4.1% | Reduced |
| DT Investment Partners, LLC | 62,108 | $27.8M | 2.46% | +1,695+2.8% | Added |
| Northern Oak Wealth Management Inc | 62,088 | $27.8M | 3.34% | −2,081−3.2% | Reduced |
| Hodges Capital Management Inc. | 62,084 | $27.7M | 1.86% | −1,408−2.2% | Reduced |
| Stone Point Wealth LLC | 62,055 | $27.7M | 9.94% | −250.0% | Reduced |
| Lathrop Investment Management Corp | 62,045 | $27.7M | 5.42% | −5,622−8.3% | Reduced |
| Ashburton (Jersey) Ltd | 60,537 | $27.6M | 11.68% | +60,537 | New |
| Arthur M. Cohen & Associates, LLC | 61,812 | $27.6M | 5.07% | +979+1.6% | Added |
| Allied Investment Advisors, LLC | 61,559 | $27.5M | 6.46% | +31+0.1% | Added |
| Altrafin AG | 61,363 | $27.4M | 10.13% | +1,582+2.6% | Added |
| Stratos Wealth Advisors, LLC | 61,357 | $27.4M | 1.36% | −2,641−4.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 61,300 | $27.4M | 0.86% | +908+1.5% | Added |
| AdvisorNet Financial, Inc | 61,230 | $27.4M | 2.49% | −147−0.2% | Reduced |
| Arcadia Investment Management Corp | 61,227 | $27.4M | 4.67% | +94+0.2% | Added |
| Motco | 61,156 | $27.3M | 1.61% | +216+0.4% | Added |
| Dumont & Blake Investment Advisors LLC | 61,104 | $27.3M | 3.87% | +30,626+100.5% | Added |
| Zions Bancorporation, N.A. | 60,989 | $27.3M | 2.18% | −6,394−9.5% | Reduced |
| Mattern Wealth Management LLC | 60,964 | $27.2M | 6.55% | −1,205−1.9% | Reduced |
| Criteria Caixa, S.A.U. | 60,848 | $27.2M | 3.63% | −21,402−26.0% | Reduced |
| Bogart Wealth, LLC | 60,836 | $27.2M | 1.38% | −2,739−4.3% | Reduced |
| Lindbrook Capital, LLC | 60,818 | $27.2M | 2.55% | +3,657+6.4% | Added |
| GPS Wealth Strategies Group, LLC | 60,768 | $27.2M | 4.08% | +1,006+1.7% | Added |
| Field & Main Bank | 60,651 | $27.1M | 10.15% | +271+0.4% | Added |
| Cornerstone Wealth Management, LLC | 60,616 | $27.1M | 2.08% | +471+0.8% | Added |
| Global X Japan Co., Ltd. | 60,603 | $27.1M | 3.84% | +18,638+44.4% | Added |
| Applied Finance Capital Management, LLC | 60,590 | $27.1M | 1.25% | +59,691+6,639.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 60,500 | $27.0M | 8.31% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 60,455 | $27.0M | 0.46% | +2,270+3.9% | Added |
| Kovack Advisors, Inc. | 60,454 | $27.0M | 2.97% | −5,361−8.1% | Reduced |
| LSV Asset Management | 60,400 | $27.0M | 0.06% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 60,395 | $27.0M | 0.17% | +3,011+5.2% | Added |
| Centaurus Financial, Inc. | 60,347 | $27.0M | 1.80% | +17,320+40.3% | Added |
| Laurel Wealth Advisors LLC | 60,336 | $27.0M | 4.72% | −1,404−2.3% | Reduced |
| Alley Investment Management Company, LLC | 60,206 | $26.9M | 3.68% | −2,153−3.5% | Reduced |
| Atomi Financial Group, Inc. | 60,201 | $26.9M | 1.99% | +10,789+21.8% | Added |
| GeoWealth Management, LLC | 60,151 | $26.9M | 1.17% | +8,784+17.1% | Added |
| Benin Management CORP | 60,090 | $26.9M | 8.16% | +9,268+18.2% | Added |
| Middleton & Co Inc | 60,076 | $26.9M | 3.12% | −2,942−4.7% | Reduced |
| RPG Investment Advisory, LLC | 60,024 | $26.8M | 3.96% | −488−0.8% | Reduced |
| Madrona Financial Services, LLC | 60,019 | $26.8M | 8.24% | +11,128+22.8% | Added |
| Court Place Advisors, LLC | 60,016 | $26.8M | 8.42% | +826+1.4% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 60,000 | $26.8M | 8.06% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 59,988 | $26.8M | 4.17% | −606−1.0% | Reduced |
| Conning Inc. | 59,728 | $26.7M | 0.96% | +105+0.2% | Added |
| Mirabaud & Cie SA | 59,727 | $26.7M | 9.04% | +866+1.5% | Added |
| NFJ Investment Group, LLC | 59,618 | $26.6M | 0.82% | −1,895−3.1% | Reduced |
| Salomon & Ludwin, LLC | 59,600 | $26.6M | 2.97% | −11,528−16.2% | Reduced |
| Harvey Capital Management Inc | 59,485 | $26.6M | 6.99% | −1,170−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 59,484 | $26.6M | 2.12% | +4,354+7.9% | Added |
| Knuff & Co LLC | 59,456 | $26.6M | 8.62% | −240−0.4% | Reduced |
| L & S Advisors Inc | 59,381 | $26.5M | 3.03% | +11,082+22.9% | Added |
| Oxford Financial Group Ltd | 59,171 | $26.4M | 1.74% | +41,649+237.7% | Added |
| Harbour Investment Management LLC | 59,075 | $26.4M | 12.20% | −80.0% | Reduced |
| Lake Street Financial LLC | 59,032 | $26.4M | 3.42% | +1,635+2.8% | Added |
| Relative Value Partners Group, LLC | 59,032 | $26.4M | 3.42% | +38,686+190.1% | Added |