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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 31,259 | $14.0M | 0.39% | −13,744−30.5% | Reduced |
| Birch Capital Management, LLC | 31,243 | $14.0M | 7.26% | −23−0.1% | Reduced |
| Northstar Asset Management LLC | 31,135 | $13.9M | 3.37% | −175−0.6% | Reduced |
| Capital Market Strategies LLC | 31,074 | $13.9M | 8.77% | +16,157+108.3% | Added |
| Front Row Advisors LLC | 31,062 | $13.9M | 4.83% | −304−1.0% | Reduced |
| Seizert Capital Partners, LLC | 30,976 | $13.8M | 0.69% | −4,636−13.0% | Reduced |
| Icapital Wealth LLC | 30,940 | $13.8M | 7.54% | +2,556+9.0% | Added |
| TFG Advisers LLC | 30,928 | $13.8M | 5.36% | −697−2.2% | Reduced |
| Sentry LLC | 30,921 | $13.8M | 2.55% | +172+0.6% | Added |
| RWM Asset Management, LLC | 30,907 | $13.8M | 2.48% | +1,280+4.3% | Added |
| Shorepoint Capital Partners LLC | 30,890 | $13.8M | 3.24% | +149+0.5% | Added |
| JT Stratford LLC | 30,854 | $13.8M | 2.56% | +4,316+16.3% | Added |
| Carmichael Hill & Associates, Inc. | 30,846 | $13.8M | 5.61% | −325−1.0% | Reduced |
| Delta Financial Advisors LLC | 30,831 | $13.8M | 5.34% | +100+0.3% | Added |
| Chase Investment Counsel Corp | 30,785 | $13.8M | 4.88% | +1,229+4.2% | Added |
| Newman Dignan & Sheerar, Inc. | 30,782 | $13.8M | 3.55% | +507+1.7% | Added |
| XXEC, Inc. | 30,780 | $13.8M | 10.62% | −504−1.6% | Reduced |
| Bray Capital Advisors | 30,742 | $13.7M | 3.45% | +232+0.8% | Added |
| Founders Financial Alliance, LLC | 30,723 | $13.7M | 4.07% | +674+2.2% | Added |
| Center for Financial Planning, Inc. | 30,665 | $13.7M | 1.98% | −182−0.6% | Reduced |
| Cardiff Park Advisors, LLC | 30,640 | $13.7M | 1.32% | −60.0% | Reduced |
| Marks Group Wealth Management, Inc | 30,619 | $13.7M | 1.44% | +144+0.5% | Added |
| Tyche Wealth Partners LLC | 30,615 | $13.7M | 3.33% | −209−0.7% | Reduced |
| Nadler Financial Group, Inc. | 30,554 | $13.7M | 1.60% | −106−0.3% | Reduced |
| Huber Capital Management LLC | 30,543 | $13.7M | 3.10% | −6,150−16.8% | Reduced |
| Monument Capital Management | 30,510 | $13.6M | 4.01% | −334−1.1% | Reduced |
| WealthTrust Axiom LLC | 30,481 | $13.6M | 4.52% | +20+0.1% | Added |
| Strong Tower Advisory Services | 30,475 | $13.6M | 4.47% | +6,386+26.5% | Added |
| CenterBook Partners LP | 30,470 | $13.6M | 0.85% | +2,327+8.3% | Added |
| MidWestOne Financial Group, Inc. | 30,460 | $13.6M | 2.45% | −141−0.5% | Reduced |
| Financial Partners Group, LLC | 30,437 | $13.6M | 5.28% | −206−0.7% | Reduced |
| Chesapeake Wealth Management | 30,325 | $13.6M | 4.92% | −497−1.6% | Reduced |
| IPG Investment Advisors LLC | 30,318 | $13.6M | 2.96% | −1,934−6.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 30,308 | $13.5M | 3.14% | +3,778+14.2% | Added |
| White Pine Capital LLC | 30,269 | $13.5M | 5.13% | +197+0.7% | Added |
| Stony Point Capital LLC | 30,268 | $13.5M | 3.47% | +7,312+31.9% | Added |
| Ellevest, Inc. | 30,175 | $13.5M | 0.81% | +911+3.1% | Added |
| Eukles Asset Management | 30,160 | $13.5M | 5.83% | +50+0.2% | Added |
| Unio Capital LLC | 30,159 | $13.5M | 5.66% | +1,182+4.1% | Added |
| Pine Haven Investment Counsel, Inc | 30,134 | $13.5M | 11.58% | −19−0.1% | Reduced |
| Drexel Morgan & Co. | 30,129 | $13.5M | 2.89% | 00.0% | Unchanged |
| LVW Advisors, LLC | 30,126 | $13.5M | 1.98% | +934+3.2% | Added |
| Asio Capital, LLC | 30,096 | $13.5M | 2.75% | +284+1.0% | Added |
| Transatlantique Private Wealth LLC | 30,280 | $13.4M | 5.49% | +582+2.0% | Added |
| Carroll Investors, Inc | 30,029 | $13.4M | 9.41% | +209+0.7% | Added |
| Cambridge Advisors Inc. | 30,027 | $13.4M | 3.12% | −29−0.1% | Reduced |
| Citizens & Northern Corp | 30,006 | $13.4M | 4.19% | −603−2.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $13.4M | 3.05% | 00.0% | Unchanged |
| Atlas Wealth LLC | 29,015 | $13.4M | 2.08% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 29,750 | $13.3M | 1.90% | +917+3.2% | Added |
| Retirement Solution Inc. | 29,683 | $13.3M | 3.56% | +1,446+5.1% | Added |
| Tiemann Investment Advisors, LLC | 29,682 | $13.3M | 5.90% | −863−2.8% | Reduced |
| Chapman Investment Management, LLC | 29,680 | $13.3M | 10.09% | −2,067−6.5% | Reduced |
| AIMZ Investment Advisors, LLC | 29,525 | $13.2M | 4.73% | −831−2.7% | Reduced |
| Kemnay Advisory Services Inc. | 29,521 | $13.2M | 2.74% | −956−3.1% | Reduced |
| KP Management LLC | 29,500 | $13.2M | 4.96% | +13,000+78.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 29,482 | $13.2M | 6.88% | −50−0.2% | Reduced |
| Key Financial Inc | 29,472 | $13.2M | 3.16% | +888+3.1% | Added |
| Mystic Asset Management, Inc. | 29,424 | $13.2M | 5.31% | +70.0% | Added |
| Eastover Investment Advisors LLC | 28,604 | $13.1M | 6.28% | −219−0.8% | Reduced |
| Empire Financial Management Company, LLC | 29,392 | $13.1M | 4.35% | −665−2.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 29,376 | $13.1M | 11.14% | −23−0.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 29,373 | $13.1M | 3.27% | −1,527−4.9% | Reduced |
| Oak Grove Capital LLC | 29,350 | $13.1M | 3.36% | +1,507+5.4% | Added |
| White Pine Investment CO | 29,327 | $13.1M | 3.85% | −430−1.4% | Reduced |
| Excalibur Management Corp | 29,318 | $13.1M | 5.34% | +1,012+3.6% | Added |
| Mill Creek Capital Advisors, LLC | 29,305 | $13.1M | 0.33% | +2,188+8.1% | Added |
| Magnus Financial Group LLC | 29,218 | $13.1M | 1.47% | +91+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 29,214 | $13.1M | 1.36% | +3,353+13.0% | Added |
| Bank Ozk | 29,193 | $13.0M | 5.65% | +679+2.4% | Added |
| Unionview, LLC | 29,193 | $13.0M | 10.65% | −347−1.2% | Reduced |
| Glass Wealth Management Co LLC | 29,167 | $13.0M | 7.62% | −42−0.1% | Reduced |
| Argyle Capital Management Inc. | 29,150 | $13.0M | 5.36% | −3,187−9.9% | Reduced |
| Stony Point Wealth Management Inc. | 29,125 | $13.0M | 5.65% | +724+2.5% | Added |
| Meridian Investment Counsel Inc. | 29,084 | $13.0M | 4.11% | −405−1.4% | Reduced |
| Vista Capital Partners, Inc. | 29,062 | $13.0M | 1.61% | +351+1.2% | Added |
| Fort Point Capital Partners LLC | 29,026 | $13.0M | 1.67% | −210−0.7% | Reduced |
| Gibraltar Capital Management, Inc. | 28,996 | $13.0M | 5.86% | +2,281+8.5% | Added |
| Windward Capital Management Co | 28,983 | $13.0M | 1.09% | −903−3.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 28,966 | $12.9M | 7.74% | −1,062−3.5% | Reduced |
| True North Advisors, LLC | 28,964 | $12.9M | 3.46% | +4,264+17.3% | Added |
| M&R Capital Management Inc | 28,919 | $12.9M | 3.08% | −46−0.2% | Reduced |
| Peak Planning Group, LLC | 28,888 | $12.9M | 6.35% | +1,792+6.6% | Added |
| Trust Co of Oklahoma | 28,837 | $12.9M | 4.53% | −414−1.4% | Reduced |
| MV Capital Management, Inc. | 28,834 | $12.9M | 1.45% | +359+1.3% | Added |
| Modern Wealth Management, LLC | 28,812 | $12.9M | 0.95% | +5,214+22.1% | Added |
| Evanson Asset Management, LLC | 28,807 | $12.9M | 0.99% | −2,447−7.8% | Reduced |
| Signet Financial Management, LLC | 28,746 | $12.8M | 1.73% | −641−2.2% | Reduced |
| Red Cedar Investment Management, LLC | 28,645 | $12.8M | 1.75% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 28,621 | $12.8M | 5.49% | +1,534+5.7% | Added |
| MGB Wealth Management, LLC | 28,181 | $12.8M | 4.78% | +105+0.4% | Added |
| Brown, Lisle/Cummings, Inc. | 28,603 | $12.8M | 4.17% | +2,783+10.8% | Added |
| Davidson Trust Co | 28,584 | $12.8M | 8.80% | −9,175−24.3% | Reduced |
| Ausdal Financial Partners, Inc. | 28,553 | $12.8M | 1.36% | +2,959+11.6% | Added |
| Quadcap Wealth Management, LLC | 28,539 | $12.8M | 2.31% | +2,173+8.2% | Added |
| In-Depth Partners, LLC | 28,539 | $12.8M | 11.75% | −6,329−18.2% | Reduced |
| Financial Security Advisor, Inc. | 28,510 | $12.7M | 4.27% | +1,063+3.9% | Added |
| Harrington Investments, INC | 28,501 | $12.7M | 7.23% | −943−3.2% | Reduced |
| Oak Harvest Investment Services | 28,495 | $12.7M | 2.01% | +11,294+65.7% | Added |
| Wrapmanager Inc | 28,474 | $12.7M | 3.51% | +1,042+3.8% | Added |