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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 52,749 | $23.6M | 3.69% | +3,271+6.6% | Added |
| Premier Path Wealth Partners, LLC | 52,735 | $23.6M | 4.02% | +1,903+3.7% | Added |
| Berger Financial Group, Inc | 52,703 | $23.6M | 1.88% | +758+1.5% | Added |
| Moloney Securities Asset Management, LLC | 52,673 | $23.5M | 3.40% | +1,315+2.6% | Added |
| Sigma Investment Counselors Inc | 52,604 | $23.5M | 1.47% | −211−0.4% | Reduced |
| Headinvest, LLC | 52,527 | $23.5M | 4.62% | −1,030−1.9% | Reduced |
| Bourgeon Capital Management LLC | 52,516 | $23.5M | 4.60% | +628+1.2% | Added |
| HTLF Bank | 52,492 | $23.5M | 2.67% | −1,824−3.4% | Reduced |
| Family Management Corp | 52,480 | $23.5M | 4.16% | +3,425+7.0% | Added |
| Whalerock Point Partners, LLC | 52,456 | $23.4M | 6.27% | +201+0.4% | Added |
| Elk River Wealth Management, LLC | 52,356 | $23.4M | 4.58% | +276+0.5% | Added |
| Heirloom Wealth Management | 52,340 | $23.4M | 7.58% | −281−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 52,334 | $23.4M | 0.75% | −5,663−9.8% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 52,125 | $23.3M | 14.91% | 00.0% | Unchanged |
| West Coast Financial LLC | 52,107 | $23.3M | 2.76% | −150.0% | Reduced |
| Goldstream Capital Management Ltd | 52,009 | $23.2M | 11.07% | +3,689+7.6% | Added |
| Tenere Capital LLC | 52,001 | $23.2M | 6.90% | +16,062+44.7% | Added |
| Boyd Watterson Asset Management LLC | 51,978 | $23.2M | 6.64% | +1,238+2.4% | Added |
| SevenBridge Financial Group, LLC | 58,089 | $23.2M | 5.13% | +138+0.2% | Added |
| Capital Investment Counsel, Inc | 51,728 | $23.1M | 3.48% | +245+0.5% | Added |
| GM Advisory Group, Inc. | 51,727 | $23.1M | 1.49% | −930−1.8% | Reduced |
| WT Asset Management Ltd | 51,700 | $23.1M | 2.25% | −155,528−75.1% | Reduced |
| Cardinal Capital Management | 51,657 | $23.1M | 3.89% | −436−0.8% | Reduced |
| Rockline Wealth Management, LLC | 51,489 | $23.0M | 7.11% | +3,953+8.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 51,409 | $23.0M | 12.84% | −918−1.8% | Reduced |
| Farley Capital L.P. | 51,342 | $22.9M | 20.47% | −150−0.3% | Reduced |
| Rowland & Co Investment Counsel | 51,153 | $22.9M | 4.98% | +215+0.4% | Added |
| Red Door Wealth Management, LLC | 51,119 | $22.8M | 4.03% | +1,377+2.8% | Added |
| Paradigm Financial Partners, LLC | 51,111 | $22.8M | 3.40% | +10,759+26.7% | Added |
| Monarch Capital Management Inc | 50,888 | $22.7M | 6.68% | −524−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 50,886 | $22.7M | 3.05% | +5,068+11.1% | Added |
| EverSource Wealth Advisors, LLC | 54,258 | $22.7M | 1.51% | +3,464+6.8% | Added |
| Value Partners Investments Inc. | 50,742 | $22.7M | 1.97% | +969+1.9% | Added |
| Asset Dedication, LLC | 50,728 | $22.7M | 1.57% | +2,983+6.2% | Added |
| Lincoln Capital Corp | 50,691 | $22.7M | 9.70% | −3,441−6.4% | Reduced |
| Sage Mountain Advisors LLC | 50,491 | $22.6M | 2.09% | +5,984+13.4% | Added |
| Northstar Asset Management Inc | 50,471 | $22.6M | 5.76% | +990+2.0% | Added |
| Phraction Management LLC | 50,376 | $22.5M | 8.37% | −59−0.1% | Reduced |
| Condor Capital Management | 50,258 | $22.5M | 2.15% | −417−0.8% | Reduced |
| Motley Fool Wealth Management, LLC | 49,758 | $22.4M | 1.14% | +610+1.2% | Added |
| Wayfinding Financial, LLC | 50,170 | $22.4M | 12.62% | −324−0.6% | Reduced |
| Farmers National Bank | 50,144 | $22.4M | 6.75% | −993−1.9% | Reduced |
| American Money Management, LLC | 50,080 | $22.4M | 4.78% | −3,903−7.2% | Reduced |
| Plimoth Trust Co LLC | 50,059 | $22.4M | 5.97% | −2,633−5.0% | Reduced |
| Koshinski Asset Management, Inc. | 48,638 | $22.4M | 2.07% | +10,284+26.8% | Added |
| RBF Capital, LLC | 50,000 | $22.3M | 1.30% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 50,000 | $22.3M | 0.37% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 49,961 | $22.3M | 0.92% | +5,329+11.9% | Added |
| Gordian Capital Singapore Pte Ltd | 49,914 | $22.3M | 12.84% | +912+1.9% | Added |
| GFS Advisors, LLC | 140 | $22.3M | 3.67% | −50,378−99.7% | Reduced |
| Cooper Financial Group | 49,890 | $22.3M | 3.28% | +484+1.0% | Added |
| Hartford Financial Management Inc. | 49,856 | $22.3M | 4.78% | −684−1.4% | Reduced |
| RFG Advisory, LLC | 49,811 | $22.3M | 0.73% | +2,170+4.6% | Added |
| Osher Van de Voorde Investment Management | 49,797 | $22.3M | 5.13% | −1,336−2.6% | Reduced |
| CFM Wealth Partners LLC | 49,777 | $22.2M | 4.09% | +1,368+2.8% | Added |
| Parus Finance (UK) Ltd | 49,770 | $22.2M | 6.43% | +1,890+3.9% | Added |
| Crewe Advisors LLC | 49,696 | $22.2M | 2.49% | −888−1.8% | Reduced |
| Consilio Wealth Advisors, LLC | 49,679 | $22.2M | 9.96% | +1,434+3.0% | Added |
| Oribel Capital Management, LP | 49,600 | $22.2M | 3.01% | −73,900−59.8% | Reduced |
| Asset Planning Services Inc | 49,515 | $22.1M | 11.68% | −930−1.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 49,444 | $22.1M | 5.92% | −260−0.5% | Reduced |
| McGuire Investment Group, LLC | 49,415 | $22.1M | 3.17% | +215+0.4% | Added |
| LMR Partners LLP | 49,374 | $22.1M | 0.47% | −201,431−80.3% | Reduced |
| Simon Quick Advisors, LLC | 49,248 | $22.0M | 1.55% | +2,832+6.1% | Added |
| Stockman Wealth Management, Inc. | 49,081 | $21.9M | 3.84% | +297+0.6% | Added |
| Rench Wealth Management, Inc. | 49,040 | $21.9M | 7.86% | −495−1.0% | Reduced |
| Forum Financial Management, LP | 49,026 | $21.9M | 0.40% | +1,036+2.2% | Added |
| Skyline Advisors, Inc. | 48,975 | $21.9M | 9.52% | −418−0.8% | Reduced |
| Scott & Selber, Inc. | 48,772 | $21.8M | 6.95% | +730+1.5% | Added |
| Hound Partners, LLC | 48,756 | $21.8M | 4.37% | −6,236−11.3% | Reduced |
| NBW Capital LLC | 48,708 | $21.8M | 4.29% | +335+0.7% | Added |
| Embree Financial Group | 48,588 | $21.7M | 4.18% | +409+0.8% | Added |
| Verde Servicos Internacionais S.A. | 48,509 | $21.7M | 10.00% | +8,893+22.4% | Added |
| R.m.sincerbeaux Capital Management LLC | 48,476 | $21.7M | 14.23% | −3,800−7.3% | Reduced |
| Makena Capital Management LLC | 48,420 | $21.6M | 5.01% | −3,643−7.0% | Reduced |
| Traynor Capital Management, Inc. | 48,418 | $21.6M | 1.83% | +4,235+9.6% | Added |
| Formidable Asset Management, LLC | 48,409 | $21.6M | 3.50% | +1,000+2.1% | Added |
| Connecticut Wealth Management, LLC | 48,378 | $21.6M | 1.12% | +626+1.3% | Added |
| Marcum Wealth, LLC | 48,368 | $21.6M | 2.17% | +1,126+2.4% | Added |
| Element Capital Management LLC | 48,321 | $21.6M | 1.68% | +35,077+264.9% | Added |
| Canvas Wealth Advisors, LLC | 51,063 | $21.6M | 6.68% | −602−1.2% | Reduced |
| Armistice Capital, LLC | 48,258 | $21.6M | 0.56% | −1,431−2.9% | Reduced |
| Stonebridge Capital Management Inc | 48,237 | $21.6M | 9.20% | −40−0.1% | Reduced |
| Liberty One Investment Management, LLC | 48,201 | $21.5M | 2.43% | −12,912−21.1% | Reduced |
| Elevatus Welath Management | 48,141 | $21.5M | 8.05% | −4,924−9.3% | Reduced |
| Pure Financial Advisors, Inc. | 48,098 | $21.5M | 0.60% | +942+2.0% | Added |
| Vista Equity Partners Management, LLC | 48,046 | $21.5M | 0.57% | −670−1.4% | Reduced |
| Duncker Streett & Co Inc | 48,044 | $21.5M | 4.13% | +235+0.5% | Added |
| Boyar Asset Management Inc. | 48,004 | $21.5M | 14.72% | −659−1.4% | Reduced |
| Oakworth Capital, Inc. | 47,998 | $21.5M | 1.57% | +739+1.6% | Added |
| Burke & Herbert Bank & Trust Co | 47,910 | $21.4M | 5.20% | +27,555+135.4% | Added |
| Parkside Financial Bank & Trust | 47,829 | $21.4M | 3.35% | +197+0.4% | Added |
| First Interstate Bank | 47,718 | $21.3M | 1.42% | −639−1.3% | Reduced |
| Atlantic Trust, LLC | 47,646 | $21.3M | 5.30% | −1,889−3.8% | Reduced |
| Capital City Trust Co | 47,635 | $21.3M | 5.78% | −300−0.6% | Reduced |
| SYSTM Wealth Solutions LLC | 47,626 | $21.3M | 4.75% | −16,332−25.5% | Reduced |
| RMR Wealth Builders | 47,565 | $21.3M | 2.44% | +171+0.4% | Added |
| Wells Trecaso Financial Group, LLC | 47,548 | $21.3M | 7.35% | −343−0.7% | Reduced |
| Miller Wealth Advisors, LLC | 47,472 | $21.2M | 11.48% | −221−0.5% | Reduced |
| Solidarilty Wealth, LLC | 47,446 | $21.2M | 6.44% | +603+1.3% | Added |