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 |
|---|---|---|---|---|---|
| Sirios Capital Management L P | 42,520 | $19.0M | 3.31% | −562−1.3% | Reduced |
| Iowa State Bank | 42,508 | $19.0M | 4.20% | −289−0.7% | Reduced |
| Benjamin Edwards Inc | 42,471 | $19.0M | 3.65% | +1,059+2.6% | Added |
| First National Bank & Trust Co of Newtown | 42,305 | $18.9M | 3.84% | −325−0.8% | Reduced |
| Strategic Wealth Designers | 41,359 | $18.9M | 2.39% | +41,359 | New |
| Heritage Wealth Management, Inc. | 40,376 | $18.9M | 6.33% | +40,376 | New |
| Hotchkis & Wiley Capital Management LLC | 42,201 | $18.9M | 0.07% | −385,407−90.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 42,191 | $18.9M | 2.73% | −15,246−26.5% | Reduced |
| Harbor Island Capital LLC | 42,086 | $18.8M | 8.10% | −194−0.5% | Reduced |
| Northwest Bancshares, Inc. | 42,078 | $18.8M | 3.20% | −2,527−5.7% | Reduced |
| Roberts Glore & Co Inc | 42,069 | $18.8M | 5.67% | −430−1.0% | Reduced |
| Sage Capital Advisors,llc | 41,961 | $18.8M | 5.39% | +92+0.2% | Added |
| Soditic Asset Management LLP | 41,936 | $18.7M | 21.72% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41,854 | $18.7M | 3.76% | −210−0.5% | Reduced |
| Portfolio Design Labs, LLC | 41,738 | $18.7M | 5.76% | +2,554+6.5% | Added |
| BIT Capital GmbH | 41,655 | $18.6M | 1.69% | +35,768+607.6% | Added |
| Benedict Financial Advisors Inc | 41,643 | $18.6M | 4.72% | −1,743−4.0% | Reduced |
| Fox Hill Wealth Management | 41,637 | $18.6M | 11.39% | +598+1.5% | Added |
| GDS Wealth Management | 41,539 | $18.6M | 2.04% | +6,087+17.2% | Added |
| Cooper Investors Pty Ltd | 41,397 | $18.5M | 2.81% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 41,360 | $18.5M | 2.71% | −606−1.4% | Reduced |
| Trustmark National Bank Trust Department | 41,297 | $18.5M | 1.48% | +680+1.7% | Added |
| Legacy Trust | 41,283 | $18.5M | 4.59% | −1,688−3.9% | Reduced |
| Lincoln Capital LLC | 41,269 | $18.4M | 4.12% | −516−1.2% | Reduced |
| Manhattan West Asset Management, LLC | 41,254 | $18.4M | 4.98% | −6,011−12.7% | Reduced |
| Wealth Alliance | 41,234 | $18.4M | 2.38% | −2,524−5.8% | Reduced |
| Romano Brothers and Company | 41,214 | $18.4M | 2.55% | −883−2.1% | Reduced |
| Sandbox Financial Partners, LLC | 41,145 | $18.4M | 7.05% | +3,840+10.3% | Added |
| Sendero Wealth Management, LLC | 41,130 | $18.4M | 3.09% | −1,078−2.6% | Reduced |
| Strategic Planning Group, LLC | 41,124 | $18.4M | 4.02% | +7,213+21.3% | Added |
| Hanson & Doremus Investment Management | 41,115 | $18.4M | 3.08% | +825+2.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 41,085 | $18.4M | 5.71% | +41,085 | New |
| SS&H Financial Advisors, Inc. | 41,022 | $18.3M | 7.16% | +1,370+3.5% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 40,950 | $18.3M | 0.96% | −2,850−6.5% | Reduced |
| Kavar Capital Partners Group, LLC | 40,945 | $18.3M | 3.30% | +498+1.2% | Added |
| Chapin Davis, Inc. | 40,936 | $18.3M | 6.25% | +802+2.0% | Added |
| Morton Capital Management LLC | 40,917 | $18.3M | 4.34% | −1,482−3.5% | Reduced |
| Southeast Asset Advisors Inc. | 40,904 | $18.3M | 2.20% | +542+1.3% | Added |
| Altfest L J & Co Inc | 40,905 | $18.3M | 2.50% | +173+0.4% | Added |
| Manchester Capital Management LLC | 40,862 | $18.3M | 2.20% | +582+1.4% | Added |
| Bonness Enterprises Inc | 40,800 | $18.2M | 6.67% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 40,763 | $18.2M | 8.71% | −1,440−3.4% | Reduced |
| Wall Street Access Asset Management, LLC | 40,761 | $18.2M | 7.48% | −179−0.4% | Reduced |
| Financial Partners Group, Inc | 40,699 | $18.2M | 2.87% | +283+0.7% | Added |
| Union Heritage Capital, LLC | 40,696 | $18.2M | 7.15% | 00.0% | Unchanged |
| New Millennium Group LLC | 40,666 | $18.2M | 11.87% | +3,993+10.9% | Added |
| FFG Partners, LLC | 40,598 | $18.1M | 7.62% | +443+1.1% | Added |
| Bill Few Associates, Inc. | 40,561 | $18.1M | 6.96% | +129+0.3% | Added |
| Kestra Investment Management, LLC | 40,545 | $18.1M | 1.23% | +40,545 | New |
| Central Bank & Trust Co | 40,486 | $18.1M | 2.52% | −773−1.9% | Reduced |
| CRA Financial Services, LLC | 40,457 | $18.1M | 3.65% | −141−0.3% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 40,379 | $18.0M | 2.93% | +31,220+340.9% | Added |
| Stoneridge Investment Partners LLC | 40,367 | $18.0M | 6.82% | −1,844−4.4% | Reduced |
| Advisory Research Inc | 40,359 | $18.0M | 3.39% | −4,403−9.8% | Reduced |
| Brave Asset Management Inc | 40,328 | $18.0M | 4.59% | +742+1.9% | Added |
| L2 Asset Management, LLC | 40,321 | $18.0M | 5.43% | +8,621+27.2% | Added |
| Moser Wealth Advisors, LLC | 40,278 | $18.0M | 9.79% | +140+0.3% | Added |
| Accent Capital Management, LLC | 40,244 | $18.0M | 11.04% | +7,796+24.0% | Added |
| CFO4Life Group, LLC | 40,238 | $18.0M | 3.38% | +617+1.6% | Added |
| Laffer Tengler Investments | 40,193 | $18.0M | 3.87% | +3,909+10.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 40,177 | $18.0M | 6.87% | −4,537−10.1% | Reduced |
| Continuum Advisory, LLC | 40,128 | $17.9M | 2.59% | +50.0% | Added |
| Inlet Private Wealth, LLC | 40,094 | $17.9M | 4.90% | +1,066+2.7% | Added |
| Sora Investors LLC | 40,000 | $17.9M | 3.29% | −21,000−34.4% | Reduced |
| Telemark Asset Management, LLC | 40,000 | $17.9M | 1.62% | 00.0% | Unchanged |
| Beck Bode, LLC | 39,951 | $17.9M | 3.59% | +10,847+37.3% | Added |
| Shikiar Asset Management Inc | 39,853 | $17.8M | 4.76% | −739−1.8% | Reduced |
| CIC Wealth, LLC | 39,849 | $17.8M | 4.90% | −112−0.3% | Reduced |
| Baldwin Investment Management, LLC | 39,826 | $17.8M | 2.44% | +333+0.8% | Added |
| My Personal CFO, LLC | 39,817 | $17.8M | 9.50% | +12,012+43.2% | Added |
| MONECO Advisors, LLC | 39,794 | $17.8M | 2.61% | +1,960+5.2% | Added |
| Stonebrook Private Inc. | 39,793 | $17.8M | 5.11% | +218+0.6% | Added |
| Bank Hapoalim BM | 39,743 | $17.8M | 2.51% | +572+1.5% | Added |
| Nicholas Investment Partners, LP | 39,743 | $17.8M | 1.84% | +1,164+3.0% | Added |
| Great Lakes Retirement, Inc. | 39,665 | $17.7M | 2.43% | +1,435+3.8% | Added |
| PDS Planning, Inc | 39,651 | $17.7M | 1.79% | +360+0.9% | Added |
| Hosking Partners LLP | 39,641 | $17.7M | 0.66% | −4,455−10.1% | Reduced |
| Financial Advisory Service, Inc. | 39,498 | $17.7M | 1.53% | +1,858+4.9% | Added |
| Old Point Trust & Financial Services N A | 39,460 | $17.6M | 6.84% | −2,916−6.9% | Reduced |
| Puzo Michael J | 39,453 | $17.6M | 4.89% | −502−1.3% | Reduced |
| Litman Gregory Asset Management LLC | 39,442 | $17.6M | 1.56% | −525−1.3% | Reduced |
| Hilltop Holdings Inc. | 39,409 | $17.6M | 2.05% | +538+1.4% | Added |
| Birinyi Associates Inc | 39,356 | $17.6M | 5.27% | +590+1.5% | Added |
| Old Second National Bank of Aurora | 39,274 | $17.6M | 4.50% | −323−0.8% | Reduced |
| Savoie Capital LLC | 39,253 | $17.5M | 2.27% | 00.0% | Unchanged |
| World Equity Group, Inc. | 39,176 | $17.5M | 5.23% | −38,938−49.8% | Reduced |
| Coronation Fund Managers Ltd. | 39,169 | $17.5M | 1.01% | −43,093−52.4% | Reduced |
| Coalescence Partners Investment Management, LP | 38,943 | $17.4M | 14.44% | +6,147+18.7% | Added |
| Roberts Wealth Advisors, LLC | 37,868 | $17.4M | 5.94% | +174+0.5% | Added |
| First Personal Financial Services | 38,927 | $17.4M | 3.93% | +4,466+13.0% | Added |
| Concord Wealth Partners | 38,909 | $17.4M | 3.07% | +1,422+3.8% | Added |
| Sunbelt Securities, Inc. | 38,881 | $17.4M | 1.78% | −1,514−3.7% | Reduced |
| Searle & Co. | 38,879 | $17.4M | 4.07% | +68+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 38,868 | $17.4M | 2.42% | +3,170+8.9% | Added |
| Tradewinds, LLC. | 38,782 | $17.3M | 5.33% | +38,782 | New |
| Timber Creek Capital Management LLC | 38,760 | $17.3M | 5.23% | +332+0.9% | Added |
| Potrero Capital Research LLC | 38,694 | $17.3M | 7.45% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 38,547 | $17.2M | 3.79% | +6,359+19.8% | Added |
| Mattern Capital Management, LLC | 38,541 | $17.2M | 2.38% | −244−0.6% | Reduced |
| Tranquility Partners, LLC | 38,462 | $17.2M | 6.61% | −110.0% | Reduced |