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; 6,250 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 | 6,250 | $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 |
|---|---|---|---|---|---|
| SOL Capital Management CO | 28,470 | $12.7M | 1.53% | +734+2.6% | Added |
| Advocate Group LLC | 28,466 | $12.7M | 2.56% | −223−0.8% | Reduced |
| Diamant Asset Management, Inc. | 28,455 | $12.7M | 8.51% | +205+0.7% | Added |
| Catalyst Capital Advisors LLC | 28,445 | $12.7M | 0.29% | −1,775−5.9% | Reduced |
| Graphene Investments SAS | 28,400 | $12.7M | 7.98% | −3,300−10.4% | Reduced |
| Goodman Advisory Group, LLC | 28,391 | $12.7M | 3.79% | +3,153+12.5% | Added |
| Roanoke Asset Management Corp | 28,386 | $12.7M | 4.19% | −250−0.9% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 28,272 | $12.6M | 4.07% | −27−0.1% | Reduced |
| Evexia Wealth LLC | 28,524 | $12.6M | 4.74% | −237−0.8% | Reduced |
| Strategic Vision Investment Ltd | 28,251 | $12.6M | 22.26% | −32,412−53.4% | Reduced |
| Souders Financial Advisors | 28,199 | $12.6M | 1.90% | +697+2.5% | Added |
| Point72 Italy, S.r.l. | 28,193 | $12.6M | 5.45% | +16,466+140.4% | Added |
| Menlo Advisors LLC | 28,117 | $12.6M | 6.97% | −50.0% | Reduced |
| Triangle Securities Wealth Management | 28,111 | $12.6M | 3.55% | −585−2.0% | Reduced |
| Brick & Kyle, Associates | 28,098 | $12.6M | 5.19% | −171−0.6% | Reduced |
| Consolidated Investment Group LLC | 28,089 | $12.6M | 1.95% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 28,067 | $12.5M | 8.09% | +201+0.7% | Added |
| Virtue Capital Management, LLC | 28,227 | $12.5M | 2.15% | −1,137−3.9% | Reduced |
| Roberts Capital Advisors, LLC | 29,777 | $12.5M | 12.02% | 00.0% | Unchanged |
| Jackson Hill Advisors, LLC | 28,000 | $12.5M | 6.86% | −500−1.8% | Reduced |
| Kensington Investment Counsel, LLC | 27,995 | $12.5M | 5.53% | +174+0.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 27,940 | $12.5M | 5.16% | +200+0.7% | Added |
| Prestige Wealth Management Group LLC | 27,913 | $12.5M | 2.70% | −378−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 27,912 | $12.5M | 5.16% | +100.0% | Added |
| Main Street Financial Solutions, LLC | 27,899 | $12.5M | 1.18% | +3,820+15.9% | Added |
| Brandywine Oak Private Wealth LLC | 27,896 | $12.5M | 1.28% | +191+0.7% | Added |
| Ballast Advisors LLC | 27,874 | $12.5M | 3.95% | +810+3.0% | Added |
| Beacon Investment Advisors LLC | 27,846 | $12.4M | 6.37% | +4,600+19.8% | Added |
| CNB Bank | 27,830 | $12.4M | 5.98% | +2,510+9.9% | Added |
| Councilmark Asset Management, LLC | 27,813 | $12.4M | 8.81% | −335−1.2% | Reduced |
| Chickasaw Capital Management LLC | 27,796 | $12.4M | 0.55% | +832+3.1% | Added |
| CFS Investment Advisory Services, LLC | 27,780 | $12.4M | 1.01% | +27,780 | New |
| Klingman & Associates, LLC | 27,771 | $12.4M | 0.84% | +861+3.2% | Added |
| Patton Albertson Miller Group, LLC | 27,766 | $12.4M | 1.76% | +2,535+10.0% | Added |
| Convergence Investment Partners, LLC | 27,749 | $12.4M | 3.62% | +7,881+39.7% | Added |
| Keystone Financial Planning, Inc. | 27,718 | $12.4M | 4.10% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 27,093 | $12.4M | 4.35% | −68−0.3% | Reduced |
| Loudon Investment Management, LLC | 27,672 | $12.4M | 7.28% | −100−0.4% | Reduced |
| Westwood Wealth Management | 27,622 | $12.3M | 4.88% | +983+3.7% | Added |
| Barometer Capital Management Inc. | 27,604 | $12.3M | 4.76% | −3,271−10.6% | Reduced |
| Principal Street Partners, LLC | 27,524 | $12.3M | 2.20% | −108−0.4% | Reduced |
| Arlington Trust Co LLC | 27,498 | $12.3M | 2.89% | −2,940−9.7% | Reduced |
| Optas, LLC | 27,493 | $12.3M | 3.16% | +1,085+4.1% | Added |
| Sentinel Trust Co Lba | 27,431 | $12.3M | 1.51% | −2,517−8.4% | Reduced |
| Fairfield, Bush & Co. | 27,419 | $12.3M | 7.34% | −1,453−5.0% | Reduced |
| Notis-McConarty Edward | 27,413 | $12.3M | 4.81% | −401−1.4% | Reduced |
| Once Capital Management, LLC | 27,400 | $12.2M | 6.07% | 00.0% | Unchanged |
| VeraBank, N.A. | 27,341 | $12.2M | 3.80% | −391−1.4% | Reduced |
| KPP Advisory Services LLC | 27,331 | $12.2M | 3.25% | +155+0.6% | Added |
| LRI Investments, LLC | 27,323 | $12.2M | 1.39% | +10,204+59.6% | Added |
| Breakwater Investment Management | 27,320 | $12.2M | 5.46% | +25+0.1% | Added |
| Wimmer Associates 1, LLC | 27,316 | $12.2M | 6.26% | −330−1.2% | Reduced |
| MEMBERS Trust Co | 27,273 | $12.2M | 0.37% | −624−2.2% | Reduced |
| Vise Technologies, Inc. | 27,266 | $12.2M | 2.14% | +3,416+14.3% | Added |
| Callan Capital, LLC | 27,266 | $12.2M | 1.00% | +1,704+6.7% | Added |
| Bridge Creek Capital Management LLC | 27,261 | $12.2M | 3.92% | −875−3.1% | Reduced |
| Greenfield Savings Bank | 27,222 | $12.2M | 6.25% | −549−2.0% | Reduced |
| Concord Asset Management, LLC | 27,202 | $12.2M | 3.01% | −4,044−12.9% | Reduced |
| Penbrook Management LLC | 27,168 | $12.1M | 7.41% | −445−1.6% | Reduced |
| Berkshire Capital Holdings Inc | 27,150 | $12.1M | 4.91% | +27,140+271,400.0% | Added |
| Jefferies Financial Group Inc. | 27,137 | $12.1M | 0.24% | −16,299−37.5% | Reduced |
| Hudson Value Partners, LLC | 27,128 | $12.1M | 5.13% | +2,165+8.7% | Added |
| Alliance Wealth Advisors, LLC | 27,072 | $12.1M | 3.55% | +666+2.5% | Added |
| Eos Management, L.P. | 26,979 | $12.1M | 4.70% | 00.0% | Unchanged |
| Founders Capital Management | 26,924 | $12.0M | 7.80% | −102−0.4% | Reduced |
| AlphaCore Capital LLC | 26,914 | $12.0M | 2.91% | +3,173+13.4% | Added |
| Clear Creek Financial Management, LLC | 26,894 | $12.0M | 1.46% | +645+2.5% | Added |
| Tandem Capital Management Corp | 25,578 | $12.0M | 6.55% | −339−1.3% | Reduced |
| Summerhill Capital Management lnc. | 26,751 | $12.0M | 8.47% | −1,164−4.2% | Reduced |
| General Partner, Inc. | 26,751 | $12.0M | 7.64% | −807−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 26,717 | $11.9M | 1.06% | +737+2.8% | Added |
| Oarsman Capital, Inc. | 26,673 | $11.9M | 2.63% | +847+3.3% | Added |
| JB Capital LLC | 26,639 | $11.9M | 0.75% | −593−2.2% | Reduced |
| Smith, Moore & Co. | 26,583 | $11.9M | 1.23% | +555+2.1% | Added |
| JNBA Financial Advisors | 26,546 | $11.9M | 1.25% | −425−1.6% | Reduced |
| Sandhill Capital Partners LLC | 26,535 | $11.9M | 0.91% | −513−1.9% | Reduced |
| National Philanthropic Trust | 26,465 | $11.8M | 0.23% | −2,613−9.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 26,433 | $11.8M | 4.06% | −215−0.8% | Reduced |
| L.M. Kohn & Company | 26,426 | $11.8M | 3.20% | −1,004−3.7% | Reduced |
| Lederer & Associates Investment Counsel | 26,382 | $11.8M | 8.53% | −1,051−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 26,371 | $11.8M | 1.18% | +781+3.1% | Added |
| Buttonwood Financial Advisors Inc. | 26,366 | $11.8M | 5.56% | −3,528−11.8% | Reduced |
| Childress Capital Advisors, LLC | 26,307 | $11.8M | 3.31% | +544+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 26,299 | $11.8M | 3.72% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 26,212 | $11.7M | 1.18% | −2,246−7.9% | Reduced |
| Barton Investment Management | 26,195 | $11.7M | 1.56% | 00.0% | Unchanged |
| XTX Topco Ltd | 26,174 | $11.7M | 1.00% | +19,120+271.1% | Added |
| Hamel Associates, Inc. | 26,169 | $11.7M | 3.69% | −179−0.7% | Reduced |
| Hardy Reed LLC | 26,144 | $11.7M | 1.17% | +21,265+435.8% | Added |
| SPC Financial, Inc. | 26,121 | $11.7M | 1.08% | +984+3.9% | Added |
| Advisory Alpha, LLC | 26,048 | $11.6M | 0.46% | +3,773+16.9% | Added |
| McDonough Capital Management, Inc | 26,030 | $11.6M | 8.47% | +605+2.4% | Added |
| Liberty Capital Management, Inc. | 26,012 | $11.6M | 2.76% | +536+2.1% | Added |
| MYDA Advisors LLC | 26,000 | $11.6M | 3.54% | +9,000+52.9% | Added |
| Dynasty Wealth Management, LLC | 25,990 | $11.6M | 0.34% | +912+3.6% | Added |
| Herald Investment Management Ltd | 26,000 | $11.6M | 1.90% | −1,000−3.7% | Reduced |
| Harmony Asset Management LLC | 25,980 | $11.6M | 4.87% | +2,297+9.7% | Added |
| First Washington CORP | 25,974 | $11.6M | 4.30% | −2,783−9.7% | Reduced |
| Cary Street Partners Asset Management LLC | 25,957 | $11.6M | 1.70% | +1,849+7.7% | Added |
| Essex Savings Bank | 25,947 | $11.6M | 3.12% | −1,134−4.2% | Reduced |