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
- 2,256 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 | 6,238 | $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 |
|---|---|---|---|---|---|
| Biondo Investment Advisors, LLC | 47,435 | $21.2M | 3.14% | +187+0.4% | Added |
| Little House Capital LLC | 47,346 | $21.2M | 6.62% | +2,202+4.9% | Added |
| Morse Asset Management, Inc | 47,343 | $21.2M | 5.13% | +2,473+5.5% | Added |
| Capital Planning Advisors, LLC | 47,242 | $21.1M | 3.61% | −1,042−2.2% | Reduced |
| Keystone Financial Group | 47,216 | $21.1M | 7.56% | −175−0.4% | Reduced |
| McDonald Partners LLC | 47,170 | $21.1M | 5.65% | +94+0.2% | Added |
| Maxi Investments CY Ltd | 47,106 | $21.1M | 4.74% | +26,231+125.7% | Added |
| Inscription Capital, LLC | 47,076 | $21.0M | 3.39% | −1,190−2.5% | Reduced |
| Mirabaud Asset Management Ltd | 47,048 | $21.0M | 9.68% | −4,955−9.5% | Reduced |
| HCR Wealth Advisors | 46,990 | $21.0M | 3.00% | +793+1.7% | Added |
| Rehmann Capital Advisory Group | 46,955 | $21.0M | 1.50% | −1,362−2.8% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 46,913 | $21.0M | 4.99% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 46,899 | $21.0M | 4.28% | −1,326−2.7% | Reduced |
| Twin Tree Management, LP | 46,849 | $20.9M | 0.62% | −33,060−41.4% | Reduced |
| GPM Growth Investors, Inc. | 46,839 | $20.9M | 8.90% | +46,839 | New |
| Rothschild Capital Partners, LLC | 46,764 | $20.9M | 5.97% | −120.0% | Reduced |
| Cowen and Company, LLC | 46,617 | $20.8M | 0.58% | +41,639+836.5% | Added |
| Silverlake Wealth Management LLC | 46,568 | $20.8M | 8.54% | +6,201+15.4% | Added |
| Texas Yale Capital Corp. | 46,538 | $20.8M | 0.99% | +353+0.8% | Added |
| Archford Capital Strategies, LLC | 46,526 | $20.8M | 3.37% | +881+1.9% | Added |
| David Loasby | 44,514 | $20.8M | 1.99% | +2,071+4.9% | Added |
| Walden Wealth Partners LLC | 46,425 | $20.7M | 11.58% | −561−1.2% | Reduced |
| Allred Capital Management, LLC | 46,396 | $20.7M | 7.95% | −257−0.6% | Reduced |
| MSA Advisors, LLC | 46,390 | $20.7M | 5.94% | +300+0.7% | Added |
| Montecito Bank & Trust | 46,343 | $20.7M | 4.21% | +140.0% | Added |
| Mount Yale Investment Advisors, LLC | 46,189 | $20.6M | 1.64% | −552−1.2% | Reduced |
| Hilltop National Bank | 46,172 | $20.6M | 6.64% | +338+0.7% | Added |
| Hoertkorn Richard Charles | 46,124 | $20.6M | 8.98% | −2,026−4.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 46,051 | $20.6M | 7.46% | −420−0.9% | Reduced |
| Brady Family Wealth, LLC | 45,994 | $20.6M | 6.63% | +462+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 45,991 | $20.6M | 5.14% | −51−0.1% | Reduced |
| Hedeker Wealth, LLC | 45,943 | $20.5M | 5.95% | −369−0.8% | Reduced |
| Paragon Capital Management LLC | 45,940 | $20.5M | 11.08% | −610−1.3% | Reduced |
| Decatur Capital Management, Inc. | 45,799 | $20.5M | 9.93% | +50.0% | Added |
| STF Management LP | 45,768 | $20.5M | 8.62% | −2,307−4.8% | Reduced |
| Jacobi Capital Management LLC | 45,754 | $20.4M | 1.78% | −160−0.3% | Reduced |
| Aspiriant, LLC | 45,745 | $20.4M | 0.83% | −3,298−6.7% | Reduced |
| Heron Bay Capital Management | 45,739 | $20.4M | 4.35% | −72−0.2% | Reduced |
| Norden Group LLC | 45,479 | $20.3M | 4.11% | −290−0.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 45,453 | $20.3M | 4.42% | −559−1.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 45,341 | $20.3M | 1.25% | −709−1.5% | Reduced |
| Live Oak Private Wealth LLC | 45,293 | $20.2M | 3.48% | −567−1.2% | Reduced |
| Stansberry Asset Management, LLC | 45,264 | $20.2M | 2.65% | +1,545+3.5% | Added |
| Foster Victor Wealth Advisors, LLC | 44,998 | $20.2M | 1.69% | +1,354+3.1% | Added |
| Baugh & Associates, LLC | 43,935 | $20.2M | 10.49% | −1,304−2.9% | Reduced |
| Smartleaf Asset Management LLC | 44,576 | $20.2M | 3.31% | +9,196+26.0% | Added |
| NatWest Group plc | 45,139 | $20.2M | 6.90% | −13,827−23.4% | Reduced |
| Strategic Global Advisors, LLC | 45,121 | $20.2M | 4.22% | +383+0.9% | Added |
| McCollum Christoferson Group LLC | 45,105 | $20.2M | 6.00% | −1,564−3.4% | Reduced |
| Ascent Wealth Partners, LLC | 45,037 | $20.1M | 2.95% | −321−0.7% | Reduced |
| Q Capital Solutions | 45,027 | $20.1M | 7.29% | +11,169+33.0% | Added |
| 9258 Wealth Management, LLC | 45,002 | $20.1M | 3.10% | −251−0.6% | Reduced |
| J. W. Coons Advisors, LLC | 44,998 | $20.1M | 4.86% | +477+1.1% | Added |
| Geller Advisors LLC | 44,993 | $20.1M | 1.49% | +230+0.5% | Added |
| Trust Point Inc. | 44,950 | $20.1M | 1.61% | −2,303−4.9% | Reduced |
| Lawson Kroeker Investment Management Inc | 44,897 | $20.1M | 3.87% | −193−0.4% | Reduced |
| Aspire Capital Advisors LLC | 44,894 | $20.1M | 6.56% | +814+1.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 44,878 | $20.1M | 5.13% | +4,416+10.9% | Added |
| Lakeview Capital Partners, LLC | 47,650 | $20.0M | 3.26% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 44,799 | $20.0M | 3.42% | −534−1.2% | Reduced |
| Gryphon Financial Partners LLC | 44,796 | $20.0M | 3.00% | +1,223+2.8% | Added |
| Thames Capital Management LLC | 44,612 | $19.9M | 7.81% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 44,584 | $19.9M | 2.97% | +3,378+8.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 44,440 | $19.9M | 3.26% | −72−0.2% | Reduced |
| Rodgers Brothers Inc. | 44,433 | $19.9M | 2.69% | −62−0.1% | Reduced |
| Lattice Capital Management, LLC | 44,408 | $19.8M | 15.67% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 44,383 | $19.8M | 1.26% | −150−0.3% | Reduced |
| Cordatus Wealth Management LLC | 44,311 | $19.8M | 7.43% | +44,311 | New |
| Wills Financial Group, Inc. | 44,207 | $19.8M | 9.10% | −181−0.4% | Reduced |
| Portside Wealth Group, LLC | 44,197 | $19.8M | 3.77% | −2,004−4.3% | Reduced |
| Security National Bank | 44,130 | $19.7M | 2.86% | −251−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 44,050 | $19.7M | 3.04% | +5,835+15.3% | Added |
| Quantum Private Wealth, LLC | 44,032 | $19.7M | 6.98% | +319+0.7% | Added |
| Krilogy Financial LLC | 43,968 | $19.7M | 1.45% | −1,607−3.5% | Reduced |
| Patten Group, Inc. | 43,918 | $19.6M | 4.63% | −210.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 43,857 | $19.6M | 1.70% | +461+1.1% | Added |
| Berkshire Bank | 43,801 | $19.6M | 4.92% | −2,344−5.1% | Reduced |
| SeaBridge Investment Advisors LLC | 43,743 | $19.6M | 5.07% | +1,550+3.7% | Added |
| Nkcfo LLC | 43,675 | $19.5M | 10.65% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 43,535 | $19.5M | 2.20% | −207−0.5% | Reduced |
| FACT Capital, LP | 43,415 | $19.4M | 6.92% | −3,318−7.1% | Reduced |
| Physicians Financial Services, Inc. | 43,406 | $19.4M | 6.31% | +592+1.4% | Added |
| StoneX Group Inc. | 43,320 | $19.4M | 1.55% | +8,654+25.0% | Added |
| Isthmus Partners, LLC | 43,303 | $19.4M | 2.28% | −1,107−2.5% | Reduced |
| Symphony Financial, Ltd. Co. | 42,667 | $19.3M | 3.53% | +7,108+20.0% | Added |
| Mayflower Financial Advisors, LLC | 43,262 | $19.3M | 3.18% | −644−1.5% | Reduced |
| Strategy Asset Managers LLC | 56,730 | $19.3M | 4.31% | +2,646+4.9% | Added |
| Next Century Growth Investors LLC | 43,082 | $19.3M | 1.60% | −121−0.3% | Reduced |
| Legacy Wealth Management, LLC | 42,962 | $19.2M | 8.11% | −125−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 42,960 | $19.2M | 2.74% | −311−0.7% | Reduced |
| Winch Advisory Services, LLC | 42,955 | $19.2M | 5.49% | −423−1.0% | Reduced |
| Marietta Wealth Management, LLC | 42,902 | $19.2M | 2.99% | −490−1.1% | Reduced |
| Keel Point, LLC | 46,157 | $19.1M | 1.73% | +329+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 42,740 | $19.1M | 0.80% | −390−0.9% | Reduced |
| Whitener Capital Management, Inc. | 42,682 | $19.1M | 5.78% | +2,093+5.2% | Added |
| Harbor Capital Advisors, Inc. | 42,678 | $19.1M | 1.45% | −7,868−15.6% | Reduced |
| Boston Research & Management Inc | 42,652 | $19.1M | 4.82% | −844−1.9% | Reduced |
| Skopos Labs, Inc. | 44,884 | $19.0M | 8.19% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 42,618 | $19.0M | 7.84% | −643−1.5% | Reduced |
| M. Kulyk & Associates, LLC | 42,617 | $19.0M | 4.42% | +1,777+4.4% | Added |