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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 34,273 | $15.3M | 8.21% | −768−2.2% | Reduced |
| Harbour Trust & Investment Management Co | 34,234 | $15.3M | 1.82% | +1,301+4.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 34,186 | $15.3M | 0.14% | −4,396−11.4% | Reduced |
| Zullo Investment Group, Inc. | 34,129 | $15.3M | 6.70% | +69+0.2% | Added |
| Connable Office Inc | 34,130 | $15.3M | 1.64% | +1,541+4.7% | Added |
| Advanced Asset Management Advisors Inc | 34,126 | $15.3M | 4.05% | −117−0.3% | Reduced |
| DLK Investment Management, LLC | 34,021 | $15.2M | 6.28% | +2,350+7.4% | Added |
| Arden Trust Co | 34,016 | $15.2M | 2.12% | −1,480−4.2% | Reduced |
| Legacy Financial Advisors, Inc. | 34,001 | $15.2M | 2.71% | +685+2.1% | Added |
| PKO Investment Management Joint-Stock Co | 34,000 | $15.2M | 1.88% | −2,000−5.6% | Reduced |
| TCI Wealth Advisors, Inc. | 33,980 | $15.2M | 1.43% | +237+0.7% | Added |
| Raab & Moskowitz Asset Management LLC | 33,953 | $15.2M | 4.12% | −126−0.4% | Reduced |
| Consolidated Planning Corp | 33,941 | $15.2M | 2.50% | +2,330+7.4% | Added |
| Bell Bank | 33,876 | $15.1M | 1.27% | +1,363+4.2% | Added |
| Humankind Investments LLC | 33,870 | $15.1M | 4.02% | −5,432−13.8% | Reduced |
| Arvest Trust Co N A | 33,869 | $15.1M | 0.90% | +22,158+189.2% | Added |
| SeaTown Holdings Pte. Ltd. | 33,854 | $15.1M | 10.96% | −25,610−43.1% | Reduced |
| Financial Network Wealth Management LLC | 33,835 | $15.1M | 5.76% | −62−0.2% | Reduced |
| Aries Wealth Management | 33,777 | $15.1M | 4.76% | +42+0.1% | Added |
| Buckhead Capital Management LLC | 33,716 | $15.1M | 5.10% | −392−1.1% | Reduced |
| C Partners Holding GmbH | 33,716 | $15.1M | 4.35% | +963+2.9% | Added |
| DCM Advisors, LLC | 33,487 | $15.0M | 7.90% | −9,389−21.9% | Reduced |
| Summa Corp. | 33,434 | $14.9M | 7.24% | +1,044+3.2% | Added |
| Glassy Mountain Advisors, Inc. | 33,433 | $14.9M | 5.54% | −344−1.0% | Reduced |
| LMG Wealth Partners, LLC | 33,432 | $14.9M | 3.73% | +160+0.5% | Added |
| Plancorp, LLC | 33,404 | $14.9M | 0.65% | −261−0.8% | Reduced |
| Junto Capital Management LP | 33,372 | $14.9M | 0.33% | −185,203−84.7% | Reduced |
| Davis-Rea Ltd. | 33,302 | $14.9M | 7.44% | −1,769−5.0% | Reduced |
| Alaska Permanent Fund Corp | 35,576 | $14.9M | 0.22% | −2,848−7.4% | Reduced |
| Independence Bank of Kentucky | 33,299 | $14.9M | 3.95% | +4,765+16.7% | Added |
| Univest Financial Corp | 33,288 | $14.9M | 4.13% | −878−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 33,240 | $14.9M | 2.18% | −949−2.8% | Reduced |
| Sentry Investment Management LLC | 33,187 | $14.8M | 6.59% | −8,799−21.0% | Reduced |
| Delta Investment Management, LLC | 33,185 | $14.8M | 3.27% | +2,243+7.2% | Added |
| Affinity Wealth Management LLC | 33,135 | $14.8M | 2.70% | +100+0.3% | Added |
| Westmount Partners, LLC | 32,406 | $14.8M | 4.89% | +56+0.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,109 | $14.8M | 0.32% | +469+1.4% | Added |
| Northside Capital Management, LLC | 33,052 | $14.8M | 2.54% | −486−1.4% | Reduced |
| Financial Perspectives, Inc | 33,018 | $14.8M | 5.45% | +40.0% | Added |
| Relyea Zuckerberg Hanson LLC | 32,996 | $14.7M | 2.47% | +1,029+3.2% | Added |
| Castle Rock Wealth Management, LLC | 32,272 | $14.7M | 3.68% | +1,051+3.4% | Added |
| Sphera Funds Management Ltd. | 32,927 | $14.7M | 2.40% | +5,379+19.5% | Added |
| Builder Investment Group Inc | 32,891 | $14.7M | 4.01% | −48−0.1% | Reduced |
| Dudley Capital Management, LLC | 32,845 | $14.7M | 8.22% | +10.0% | Added |
| Old Port Advisors | 32,841 | $14.7M | 4.38% | +539+1.7% | Added |
| Tikehau Investment Management | 32,807 | $14.7M | 12.99% | +1,297+4.1% | Added |
| Greystone Financial Group, LLC | 32,707 | $14.6M | 2.86% | +315+1.0% | Added |
| Greater Midwest Financial Group, LLC | 34,941 | $14.6M | 9.23% | +112+0.3% | Added |
| Artemis Wealth Advisors, LLC | 32,580 | $14.6M | 2.57% | +80.0% | Added |
| Concentric Wealth Management, LLC | 32,554 | $14.5M | 3.79% | +352+1.1% | Added |
| Bellwether Advisors, LLC | 32,547 | $14.5M | 3.05% | +20,455+169.2% | Added |
| Sonata Capital Group Inc | 32,544 | $14.5M | 7.47% | +2,338+7.7% | Added |
| Catalina Capital Group, LLC | 32,505 | $14.5M | 5.53% | +6,749+26.2% | Added |
| General Pension Society PZU Joint Stock Co | 32,500 | $14.5M | 4.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 32,500 | $14.5M | 0.54% | +10,300+46.4% | Added |
| Harbour Capital Advisors, LLC | 31,762 | $14.5M | 3.44% | −128−0.4% | Reduced |
| Jupiter Wealth Management LLC | 34,603 | $14.5M | 7.67% | −798−2.3% | Reduced |
| Ravenstone Capital Management Inc. | 32,384 | $14.5M | 9.65% | −610−1.8% | Reduced |
| Biltmore Family Office, LLC | 32,381 | $14.5M | 2.66% | +2,824+9.6% | Added |
| Waterloo Capital, L.P. | 32,342 | $14.5M | 1.73% | +2,841+9.6% | Added |
| Mirador Capital Partners LP | 32,309 | $14.4M | 2.72% | +556+1.8% | Added |
| Zega Financial, LLC | 32,301 | $14.4M | 5.22% | +9,339+40.7% | Added |
| Cornerstone Advisory, LLC | 32,247 | $14.4M | 2.03% | −2,308−6.7% | Reduced |
| Prudent Investors Network | 32,176 | $14.4M | 5.20% | +1,403+4.6% | Added |
| Strait & Sound Wealth Management LLC | 32,168 | $14.4M | 7.33% | −911−2.8% | Reduced |
| Uncommon Cents Investing LLC | 32,142 | $14.4M | 4.52% | −400−1.2% | Reduced |
| Apollon Financial, LLC | 32,140 | $14.4M | 4.65% | +830+2.7% | Added |
| Wambolt & Associates, LLC | 31,410 | $14.3M | 4.17% | +1,086+3.6% | Added |
| Alpha Family Trust | 32,070 | $14.3M | 8.40% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 32,043 | $14.3M | 1.59% | +511+1.6% | Added |
| Dover Advisors, LLC | 32,013 | $14.3M | 8.84% | +471+1.5% | Added |
| Nicolet Bankshares Inc | 31,990 | $14.3M | 3.55% | −343−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,969 | $14.3M | 0.73% | +254+0.8% | Added |
| MUFG Securities EMEA plc | 31,957 | $14.3M | 0.64% | +30,545+2,163.2% | Added |
| Muhlenkamp & Co Inc | 31,945 | $14.3M | 4.46% | +82+0.3% | Added |
| Legacy Edge Advisors, LLC | 31,908 | $14.3M | 2.63% | +2,985+10.3% | Added |
| Spreng Capital Management, Inc. | 31,867 | $14.2M | 7.38% | −227−0.7% | Reduced |
| Somerset Trust Co | 31,859 | $14.2M | 5.84% | −1,450−4.4% | Reduced |
| MCF Advisors LLC | 31,821 | $14.2M | 1.08% | +44+0.1% | Added |
| Prosperity Consulting Group, LLC | 31,820 | $14.2M | 1.93% | +1,935+6.5% | Added |
| Boit C F David | 31,704 | $14.2M | 7.38% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 31,640 | $14.1M | 2.73% | +155+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 31,635 | $14.1M | 3.41% | −1,169−3.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 31,618 | $14.1M | 10.19% | −600−1.9% | Reduced |
| Great Diamond Partners, LLC | 31,613 | $14.1M | 3.32% | −1,556−4.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 31,586 | $14.1M | 3.40% | −218−0.7% | Reduced |
| Larson Financial Group LLC | 31,574 | $14.1M | 0.96% | +6,435+25.6% | Added |
| Oxler Private Wealth LLC | 31,527 | $14.1M | 5.22% | −50.0% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 31,500 | $14.1M | 1.66% | +31,500 | New |
| Chatham Capital Group, Inc. | 31,488 | $14.1M | 2.46% | +214+0.7% | Added |
| Redwood Investment Management, LLC | 32,957 | $14.1M | 1.22% | +1,883+6.1% | Added |
| Beck Capital Management, LLC | 31,460 | $14.1M | 3.87% | +898+2.9% | Added |
| Personal Cfo Solutions, LLC | 31,432 | $14.0M | 2.16% | +209+0.7% | Added |
| Chronos Wealth Management, LLC | 31,431 | $14.0M | 7.81% | −264−0.8% | Reduced |
| Versant Capital Management, Inc | 31,403 | $14.0M | 3.55% | +1,908+6.5% | Added |
| Orca Investment Management, LLC | 31,374 | $14.0M | 13.38% | −99−0.3% | Reduced |
| Gardner Lewis Asset Management L P | 31,308 | $14.0M | 3.90% | 00.0% | Unchanged |
| Monolith Management Ltd | 31,300 | $14.0M | 6.45% | −45,500−59.2% | Reduced |
| Founders Financial Securities LLC | 31,291 | $14.0M | 1.32% | +2,236+7.7% | Added |
| Carderock Capital Management Inc | 31,279 | $14.0M | 3.66% | +316+1.0% | Added |