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; 6,249 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 | 6,249 | $2.05T |
| Q1 2026 | 6,238 | $1.99T |
| Q4 2025 | 6,329 | $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 | 4,717 | $1.52T |
| Q4 2022 | 4,679 | $1.27T |
| Q3 2022 | 4,508 | $1.23T |
| Q2 2022 | 4,515 | $1.34T |
| Q1 2022 | 4,550 | $1.61T |
| Q4 2021 | 4,555 | $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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 38,422 | $17.2M | 8.61% | +1,251+3.4% | Added |
| Argonautica Private Wealth Management, Inc | 38,405 | $17.2M | 5.87% | +48+0.1% | Added |
| Everhart Financial Group, Inc. | 38,352 | $17.1M | 4.45% | +3,872+11.2% | Added |
| First Trust Investment Solutions L.P. | 38,321 | $17.1M | 2.41% | +16,708+77.3% | Added |
| Ratan Capital Management LP | 38,265 | $17.1M | 5.23% | +6,000+18.6% | Added |
| Herold Advisors, Inc. | 38,181 | $17.1M | 3.95% | +448+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 38,149 | $17.1M | 3.76% | −2,018−5.0% | Reduced |
| Brown Miller Wealth Management, LLC | 38,120 | $17.0M | 7.08% | +307+0.8% | Added |
| Torray LLC | 38,116 | $17.0M | 2.54% | −2,695−6.6% | Reduced |
| Capital Investment Counsel, LLC | 38,097 | $17.0M | 3.34% | +781+2.1% | Added |
| Avidian Wealth Solutions, LLC | 38,090 | $17.0M | 0.82% | +3,972+11.6% | Added |
| Golden State Equity Partners | 38,021 | $17.0M | 3.54% | +38,021 | New |
| Heathbridge Capital Management Ltd. | 38,020 | $17.0M | 7.20% | −3,125−7.6% | Reduced |
| David R. Rahn & Associates Inc. | 38,016 | $17.0M | 5.39% | +4,469+13.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 37,921 | $16.9M | 3.30% | −15,819−29.4% | Reduced |
| Engineers Gate Manager LP | 37,819 | $16.9M | 0.38% | +37,227+6,288.3% | Added |
| Advisor OS, LLC | 37,802 | $16.9M | 1.85% | +2,549+7.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 37,729 | $16.9M | 3.85% | +259+0.7% | Added |
| United Capital Management of KS, Inc. | 37,661 | $16.8M | 3.71% | +555+1.5% | Added |
| Eagle Rock Investment Company, LLC | 37,661 | $16.8M | 3.05% | +4,385+13.2% | Added |
| Aviance Capital Partners, LLC | 37,660 | $16.8M | 2.39% | +580+1.6% | Added |
| Stanley-Laman Group, Ltd. | 37,624 | $16.8M | 2.42% | +549+1.5% | Added |
| Providence Capital Advisors, LLC | 37,606 | $16.8M | 3.66% | +29+0.1% | Added |
| Harrell Investment Partners, LLC | 37,576 | $16.8M | 4.88% | −1,567−4.0% | Reduced |
| Blueprint Investment Partners LLC | 37,550 | $16.8M | 3.63% | +2,439+6.9% | Added |
| Horan Capital Advisors, LLC. | 37,449 | $16.7M | 5.88% | −235−0.6% | Reduced |
| WBH Advisory Inc | 37,440 | $16.7M | 1.69% | −72−0.2% | Reduced |
| NVWM, LLC | 37,315 | $16.7M | 4.44% | −170.0% | Reduced |
| Richard C. Young & CO., LTD. | 37,278 | $16.7M | 2.03% | +69+0.2% | Added |
| Pegasus Asset Management, Inc. | 37,277 | $16.7M | 6.39% | +876+2.4% | Added |
| Concentric Capital Strategies, LP | 37,243 | $16.6M | 1.04% | −21,666−36.8% | Reduced |
| Occidental Asset Management, LLC | 37,229 | $16.6M | 2.92% | +3,339+9.9% | Added |
| Coastal Investment Advisors, Inc. | 37,229 | $16.6M | 3.26% | +685+1.9% | Added |
| TLW Wealth Management, LLC | 37,180 | $16.6M | 10.35% | −249−0.7% | Reduced |
| Marshall & Sullivan Inc | 37,176 | $16.6M | 8.30% | −875−2.3% | Reduced |
| Hall Capital Management Co Inc | 37,176 | $16.6M | 7.92% | +283+0.8% | Added |
| Ervin Investment Management, LLC | 37,161 | $16.6M | 11.51% | −1,832−4.7% | Reduced |
| Westover Capital Advisors, LLC | 37,104 | $16.6M | 4.27% | −25−0.1% | Reduced |
| Parker Investment Management, LLC | 37,035 | $16.6M | 2.63% | −182−0.5% | Reduced |
| American Trust | 36,990 | $16.5M | 1.35% | −842−2.2% | Reduced |
| Stokes Capital Advisors, LLC | 36,918 | $16.5M | 4.59% | +510+1.4% | Added |
| Platform Technology Partners | 36,911 | $16.5M | 5.68% | +36,911 | New |
| Pensionfund Sabic | 36,890 | $16.5M | 4.85% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 36,867 | $16.5M | 1.52% | +3,732+11.3% | Added |
| Walter & Keenan Financial Consulting Co | 36,838 | $16.5M | 5.24% | −1,276−3.3% | Reduced |
| Bulltick Wealth Management, LLC | 36,773 | $16.4M | 4.60% | −6,377−14.8% | Reduced |
| Codex Capital Asset Management L.L.C. | 39,000 | $16.4M | 7.51% | +39,000 | New |
| Selway Asset Management | 36,694 | $16.4M | 6.70% | −773−2.1% | Reduced |
| Kesler, Norman & Wride, LLC | 36,619 | $16.4M | 3.47% | +360+1.0% | Added |
| Bizma Investimentos Ltda | 36,600 | $16.4M | 6.94% | −8,400−18.7% | Reduced |
| Broadwater Capital Management LLC | 36,549 | $16.3M | 12.59% | −2,190−5.7% | Reduced |
| Quent Capital, LLC | 36,495 | $16.3M | 1.79% | +607+1.7% | Added |
| Vishria Bird Financial Group, LLC | 36,446 | $16.3M | 6.84% | −233−0.6% | Reduced |
| Bank of New Hampshire | 36,440 | $16.3M | 4.23% | −127−0.3% | Reduced |
| Enterprise Bank & Trust Co | 36,417 | $16.3M | 5.56% | +680+1.9% | Added |
| Portland Global Advisors LLC | 36,236 | $16.2M | 2.20% | −672−1.8% | Reduced |
| Round Rock Advisors, LLC | 36,224 | $16.2M | 3.94% | +340+0.9% | Added |
| Leeward Financial Partners, LLC | 36,202 | $16.2M | 6.57% | +592+1.7% | Added |
| Hollow Brook Wealth Management LLC | 36,147 | $16.2M | 5.49% | +4,428+14.0% | Added |
| Midland Wealth Advisors LLC | 36,125 | $16.1M | 0.96% | +1,252+3.6% | Added |
| LM Advisors LLC | 36,123 | $16.1M | 0.03% | −6,443−15.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 36,035 | $16.1M | 2.37% | +6,457+21.8% | Added |
| McGinn Investment Management, Inc. | 36,014 | $16.1M | 10.94% | −405−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 36,007 | $16.1M | 1.66% | −132−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,004 | $16.1M | 2.69% | +559+1.6% | Added |
| Udine Wealth Management, Inc. | 35,971 | $16.1M | 11.20% | −80−0.2% | Reduced |
| Leo Wealth, LLC | 35,550 | $16.1M | 1.64% | +551+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 35,947 | $16.1M | 0.95% | −6,145−14.6% | Reduced |
| Shepherd Financial Partners LLC | 35,913 | $16.1M | 2.07% | +1,516+4.4% | Added |
| Chiron Investment Management, LLC | 35,874 | $16.0M | 6.29% | +4,385+13.9% | Added |
| Northwest Capital Management Inc | 35,817 | $16.0M | 5.84% | −5,233−12.7% | Reduced |
| Resonant Capital Advisors, LLC | 35,611 | $15.9M | 1.29% | +1,861+5.5% | Added |
| Lafayette Investments, Inc. | 35,597 | $15.9M | 3.62% | +479+1.4% | Added |
| Royal Fund Management, LLC | 35,288 | $15.9M | 2.14% | −7,610−17.7% | Reduced |
| Kidder Stephen W | 35,568 | $15.9M | 4.97% | −279−0.8% | Reduced |
| Strategic Investment Advisors | 35,541 | $15.9M | 1.94% | +890+2.6% | Added |
| Mission Creek Capital Partners, Inc. | 35,492 | $15.9M | 3.99% | +5,603+18.7% | Added |
| Grove Bank & Trust | 35,479 | $15.9M | 2.55% | +587+1.7% | Added |
| Nikko Asset Management Americas, Inc. | 35,345 | $15.8M | 0.18% | −4,131−10.5% | Reduced |
| Nilsine Partners, LLC | 35,315 | $15.8M | 2.12% | +156+0.4% | Added |
| Warther Private Wealth, LLC | 35,272 | $15.8M | 6.17% | +1,634+4.9% | Added |
| IFG Advisory, LLC | 35,259 | $15.8M | 1.01% | +612+1.8% | Added |
| Franchise Capital Ltd | 35,159 | $15.7M | 3.80% | −53,366−60.3% | Reduced |
| Journey Strategic Wealth LLC | 35,041 | $15.7M | 0.67% | +1,905+5.7% | Added |
| BNC Wealth Management, LLC | 35,040 | $15.7M | 5.82% | +2,152+6.5% | Added |
| Miura Global Management, LLC | 35,000 | $15.6M | 15.25% | −5,000−12.5% | Reduced |
| First Sabrepoint Capital Management LP | 35,000 | $15.6M | 6.62% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 34,978 | $15.6M | 0.55% | −231−0.7% | Reduced |
| Fortis Capital Advisors, LLC | 34,960 | $15.6M | 5.64% | +3,079+9.7% | Added |
| Roman Butler Fullerton & Co | 33,420 | $15.6M | 5.04% | +1,305+4.1% | Added |
| First Bank & Trust | 34,847 | $15.6M | 3.17% | −395−1.1% | Reduced |
| Navellier & Associates Inc | 34,803 | $15.6M | 1.83% | +592+1.7% | Added |
| Hirtle Callaghan & Co LLC | 34,755 | $15.5M | 0.67% | +1,298+3.9% | Added |
| Citizens National Bank Trust Department | 34,732 | $15.5M | 3.46% | −83−0.2% | Reduced |
| Tradition Wealth Management, LLC | 34,710 | $15.5M | 1.50% | +1,033+3.1% | Added |
| Umpqua Bank | 34,614 | $15.5M | 5.99% | +861+2.6% | Added |
| John G Ullman & Associates Inc | 34,573 | $15.5M | 2.36% | −173−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 34,498 | $15.4M | 1.80% | −25−0.1% | Reduced |
| Clear Street Derivatives LLC | 34,448 | $15.4M | 0.24% | +5,124+17.5% | Added |
| Gifford Fong Associates | 34,302 | $15.3M | 4.06% | 00.0% | Unchanged |