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 |
|---|---|---|---|---|---|
| Glen Eagle Advisors, LLC | 59,010 | $26.4M | 4.83% | −310−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 58,972 | $26.4M | 4.34% | +1,626+2.8% | Added |
| Foster & Motley Inc | 58,931 | $26.3M | 1.81% | −966−1.6% | Reduced |
| Valley National Advisers Inc | 58,719 | $26.2M | 3.89% | −1,025−1.7% | Reduced |
| TrinityPoint Wealth, LLC | 58,664 | $26.2M | 4.10% | +88+0.2% | Added |
| Alight Capital Management LP | 58,643 | $26.2M | 6.49% | +8,643+17.3% | Added |
| New Hampshire Trust | 58,596 | $26.2M | 5.97% | −165−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 58,585 | $26.2M | 4.68% | +44,012+302.0% | Added |
| L1 Capital International Pty Ltd | 57,224 | $26.1M | 10.46% | +4,694+8.9% | Added |
| Hall Laurie J Trustee | 58,459 | $26.1M | 9.10% | −1,460−2.4% | Reduced |
| Columbus Hill Capital Management, L.P. | 58,423 | $26.1M | 5.35% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 58,359 | $26.1M | 9.83% | +315+0.5% | Added |
| Kozak & Associates, Inc. | 56,510 | $26.0M | 6.43% | +767+1.4% | Added |
| City Holding Co | 58,215 | $26.0M | 3.85% | +661+1.1% | Added |
| Nicola Wealth Management Ltd. | 58,160 | $26.0M | 2.32% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 58,081 | $26.0M | 5.75% | +2,232+4.0% | Added |
| EULAV Asset Management | 58,032 | $25.9M | 0.70% | −501−0.9% | Reduced |
| Balboa Wealth Partners | 57,935 | $25.9M | 6.84% | +1,825+3.3% | Added |
| Villere St Denis J & Co LLC | 57,723 | $25.8M | 2.18% | −608−1.0% | Reduced |
| St. Clair Advisors, LLC | 57,681 | $25.8M | 8.23% | −1,593−2.7% | Reduced |
| Zhang Financial LLC | 57,674 | $25.8M | 1.80% | +366+0.6% | Added |
| Capital Planning LLC | 57,605 | $25.7M | 7.71% | +3,189+5.9% | Added |
| Arrow Financial Corp | 57,563 | $25.7M | 2.51% | −1,490−2.5% | Reduced |
| Y.D. More Investments Ltd | 57,542 | $25.7M | 2.62% | −5,789−9.1% | Reduced |
| Bellecapital International Ltd. | 57,516 | $25.7M | 5.45% | −140−0.2% | Reduced |
| Proficio Capital Partners LLC | 57,513 | $25.7M | 2.70% | +50.0% | Added |
| Yelin Lapidot Holdings Management Ltd. | 57,305 | $25.6M | 4.51% | −6,000−9.5% | Reduced |
| Claar Advisors LLC | 57,182 | $25.6M | 8.21% | −2,400−4.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56,967 | $25.5M | 1.09% | −7,351−11.4% | Reduced |
| RKL Wealth Management LLC | 56,925 | $25.4M | 2.45% | −683−1.2% | Reduced |
| Cheviot Value Management, LLC | 56,616 | $25.3M | 4.95% | −842−1.5% | Reduced |
| Strategic Blueprint, LLC | 56,580 | $25.3M | 1.72% | +65+0.1% | Added |
| D L Carlson Investment Group Inc | 56,541 | $25.3M | 4.88% | −1,078−1.9% | Reduced |
| Proequities, Inc. | 56,529 | $25.3M | 1.58% | +1,503+2.7% | Added |
| Pavion Blue Capital, LLC | 56,473 | $25.2M | 12.43% | −318−0.6% | Reduced |
| Hendershot Investments Inc. | 56,413 | $25.2M | 3.62% | +143+0.3% | Added |
| Hillman Co | 56,289 | $25.2M | 12.06% | −23,216−29.2% | Reduced |
| Farmers Trust Co | 56,203 | $25.1M | 5.10% | −1,588−2.7% | Reduced |
| Princeton Capital Management LLC | 56,167 | $25.1M | 8.18% | +117+0.2% | Added |
| Cozad Asset Management Inc | 56,080 | $25.1M | 2.50% | +476+0.9% | Added |
| Two Point Capital Management, Inc. | 55,964 | $25.0M | 10.07% | +125+0.2% | Added |
| Baker Ellis Asset Management LLC | 55,964 | $25.0M | 3.77% | +2,373+4.4% | Added |
| Spence Asset Management | 16,268 | $24.9M | 6.22% | −39,804−71.0% | Reduced |
| AMS Capital Ltda | 55,573 | $24.8M | 5.19% | −6,876−11.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 55,412 | $24.8M | 4.74% | +22,901+70.4% | Added |
| Atlas Capital Advisors LLC | 55,400 | $24.8M | 3.22% | +40,311+267.2% | Added |
| Camden National Bank | 55,395 | $24.8M | 3.82% | +7,394+15.4% | Added |
| Symmetry Partners, LLC | 55,306 | $24.7M | 1.27% | −3,579−6.1% | Reduced |
| Camden Capital, LLC | 55,282 | $24.7M | 1.97% | +10,001+22.1% | Added |
| Hamilton Point Investment Advisors, LLC | 55,277 | $24.7M | 4.80% | +654+1.2% | Added |
| Lighthouse Investment Partners, LLC | 55,261 | $24.7M | 1.38% | +3,561+6.9% | Added |
| Anabranch Capital Management, LP | 55,227 | $24.7M | 14.70% | +6,752+13.9% | Added |
| Avanda Investment Management Pte. Ltd. | 55,020 | $24.6M | 3.72% | −16,761−23.4% | Reduced |
| Cypress Asset Management Inc | 53,558 | $24.6M | 6.33% | −76−0.1% | Reduced |
| Miramar Capital, LLC | 54,952 | $24.6M | 6.14% | −970−1.7% | Reduced |
| Haverford Financial Services, Inc. | 54,942 | $24.6M | 7.36% | −74−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 54,863 | $24.5M | 1.53% | +39,841+265.2% | Added |
| Scholtz & Company, LLC | 54,841 | $24.5M | 10.44% | −317−0.6% | Reduced |
| PFC Capital Group, Inc. | 54,814 | $24.5M | 12.26% | −180.0% | Reduced |
| Stokes Family Office, LLC | 54,733 | $24.5M | 2.87% | +935+1.7% | Added |
| Diligent Investors, LLC | 54,683 | $24.4M | 6.05% | +144+0.3% | Added |
| Leonteq Securities AG | 54,667 | $24.4M | 3.41% | +12,448+29.5% | Added |
| Independent Investors Inc | 54,628 | $24.4M | 5.36% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 54,555 | $24.4M | 6.55% | +3,025+5.9% | Added |
| Beach Investment Counsel Inc | 54,473 | $24.3M | 3.00% | −14,574−21.1% | Reduced |
| Marietta Investment Partners LLC | 54,466 | $24.3M | 5.35% | −590−1.1% | Reduced |
| Investment Advisory Services Inc | 54,419 | $24.3M | 8.91% | −2,366−4.2% | Reduced |
| Trinity Street Asset Management LLP | 54,397 | $24.3M | 2.15% | +649+1.2% | Added |
| Colonial Trust Co | 54,354 | $24.3M | 4.28% | +994+1.9% | Added |
| Alpha Omega Wealth Management LLC | 54,240 | $24.2M | 4.63% | −382−0.7% | Reduced |
| Mirova | 54,236 | $24.2M | 4.43% | −155−0.3% | Reduced |
| Nicollet Investment Management, Inc. | 54,192 | $24.2M | 9.04% | −360−0.7% | Reduced |
| Hendley & Co Inc | 54,122 | $24.2M | 8.68% | +1,813+3.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 54,118 | $24.2M | 8.41% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 52,594 | $24.2M | 1.31% | +685+1.3% | Added |
| Jackson Square Capital, LLC | 54,068 | $24.2M | 5.95% | +173+0.3% | Added |
| NTV Asset Management LLC | 54,048 | $24.2M | 3.46% | +113+0.2% | Added |
| Campbell Capital Management Inc | 53,956 | $24.1M | 10.36% | +259+0.5% | Added |
| Greenwich Wealth Management LLC | 53,883 | $24.1M | 1.76% | −93−0.2% | Reduced |
| Sepio Capital, LP | 53,825 | $24.1M | 2.21% | −2,089−3.7% | Reduced |
| Cooper Creek Partners Management LLC | 53,783 | $24.0M | 0.88% | +3,200+6.3% | Added |
| Wright Investors Service Inc | 53,746 | $24.0M | 6.33% | −6,356−10.6% | Reduced |
| Weik Capital Management | 53,709 | $24.0M | 10.27% | −1,275−2.3% | Reduced |
| Clarity Financial LLC | 53,678 | $24.0M | 3.61% | +906+1.7% | Added |
| Adalta Capital Management LLC | 53,609 | $24.0M | 13.03% | −139−0.3% | Reduced |
| Summit Global Investments | 53,597 | $24.0M | 1.62% | +3,476+6.9% | Added |
| Renaissance Investment Group LLC | 52,126 | $24.0M | 5.21% | −300−0.6% | Reduced |
| WESPAC Advisors SoCal, LLC | 53,546 | $23.9M | 6.01% | −1,002−1.8% | Reduced |
| Aaron Wealth Advisors | 53,493 | $23.9M | 3.32% | +1,242+2.4% | Added |
| Meridian Wealth Advisors, LLC | 53,462 | $23.9M | 4.26% | +373+0.7% | Added |
| Baker Chad R | 53,435 | $23.9M | 4.99% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 53,399 | $23.9M | 4.96% | −2,614−4.7% | Reduced |
| Grand Jean Capital Management Inc | 53,363 | $23.9M | 5.94% | −27−0.1% | Reduced |
| Hamilton Wealth, LLC | 53,326 | $23.8M | 6.40% | −1,229−2.3% | Reduced |
| Legacy Advisors, LLC | 53,310 | $23.8M | 2.90% | +1,794+3.5% | Added |
| HWG Holdings LP | 53,281 | $23.8M | 8.73% | +53,281 | New |
| Spectrum Wealth Counsel, LLC | 53,246 | $23.8M | 3.01% | −1,992−3.6% | Reduced |
| West Branch Capital LLC | 53,175 | $23.8M | 8.83% | −464−0.9% | Reduced |
| Cadinha & Co LLC | 52,889 | $23.6M | 4.38% | +373+0.7% | Added |
| Broderick Brian C | 52,808 | $23.6M | 4.82% | +403+0.8% | Added |