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 |
|---|---|---|---|---|---|
| David J Yvars Group | 25,935 | $11.6M | 7.25% | +504+2.0% | Added |
| OV Management LLC | 25,886 | $11.6M | 8.08% | +248+1.0% | Added |
| Monograph Wealth Advisors, LLC | 25,876 | $11.6M | 1.69% | +3,775+17.1% | Added |
| NovaPoint Capital, LLC | 25,848 | $11.6M | 3.92% | −278−1.1% | Reduced |
| Kingfisher Capital LLC | 25,798 | $11.5M | 2.70% | +92+0.4% | Added |
| Peregrine Asset Advisers, Inc. | 25,988 | $11.5M | 4.60% | −846−3.2% | Reduced |
| BOCHK Asset Management Ltd | 25,780 | $11.5M | 3.77% | +5,080+24.5% | Added |
| Northstar Advisory Group, LLC | 25,768 | $11.5M | 6.62% | +374+1.5% | Added |
| Mezzasalma Advisors, LLC | 25,766 | $11.5M | 4.94% | +2,010+8.5% | Added |
| Pacifica Partners Inc. | 24,999 | $11.5M | 4.94% | −1,001−3.9% | Reduced |
| Bremer Bank National Association | 25,737 | $11.5M | 2.25% | −2,371−8.4% | Reduced |
| Geneva Partners, LLC | 25,679 | $11.5M | 4.73% | +1,855+7.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,663 | $11.5M | 1.27% | −2,843−10.0% | Reduced |
| Citizens Business Bank | 25,655 | $11.5M | 2.42% | −2,468−8.8% | Reduced |
| Enterprise Financial Services Corp | 25,638 | $11.5M | 7.05% | −595−2.3% | Reduced |
| Sawyer & Company, Inc | 25,621 | $11.5M | 4.55% | −91−0.4% | Reduced |
| FCG Investment Co | 25,570 | $11.4M | 8.67% | +851+3.4% | Added |
| Lantz Financial LLC | 25,538 | $11.4M | 3.55% | −1,484−5.5% | Reduced |
| Marathon Capital Management | 25,533 | $11.4M | 2.91% | +1,014+4.1% | Added |
| Harbor Advisors LLC | 25,500 | $11.4M | 2.09% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25,419 | $11.4M | 2.14% | +353+1.4% | Added |
| Wisconsin Capital Management LLC | 25,401 | $11.4M | 5.75% | −282−1.1% | Reduced |
| Settian Capital LP | 25,350 | $11.3M | 8.32% | 00.0% | Unchanged |
| Private Ocean, LLC | 25,325 | $11.3M | 1.00% | +449+1.8% | Added |
| Cim Investment Mangement Inc | 25,294 | $11.3M | 3.49% | −288−1.1% | Reduced |
| Cove Private Wealth, LLC | 25,273 | $11.3M | 9.03% | −863−3.3% | Reduced |
| Gold Investment Management Ltd. | 25,253 | $11.3M | 4.77% | −888−3.4% | Reduced |
| RB Capital Management, LLC | 25,201 | $11.3M | 2.88% | +438+1.8% | Added |
| Stelac Advisory Services LLC | 25,178 | $11.3M | 4.72% | −1,082−4.1% | Reduced |
| Winthrop Advisory Group LLC | 25,101 | $11.2M | 1.53% | +2,063+9.0% | Added |
| Kercheville Advisors, LLC | 25,055 | $11.2M | 4.86% | +511+2.1% | Added |
| Ardsley Advisory Partners LP | 24,950 | $11.2M | 2.02% | +13,450+117.0% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 25,017 | $11.2M | 3.10% | −2,412−8.8% | Reduced |
| Crocodile Capital Partners GmbH | 25,000 | $11.2M | 17.79% | 00.0% | Unchanged |
| Pennant Select, LLC | 25,000 | $11.2M | 7.84% | 00.0% | Unchanged |
| Center Lake Capital Management, LLC | 25,000 | $11.2M | 21.69% | +7,500+42.9% | Added |
| Investment Research & Advisory Group, Inc. | 24,967 | $11.2M | 5.01% | −14−0.1% | Reduced |
| Main Street Group, LTD | 24,391 | $11.1M | 4.63% | −373−1.5% | Reduced |
| S.E.E.D. Planning Group LLC | 24,899 | $11.1M | 4.05% | +381+1.6% | Added |
| BTG Pactual Asset Management US LLC | 24,849 | $11.1M | 2.78% | +24,849 | New |
| Westside Investment Management, Inc. | 24,808 | $11.1M | 2.54% | +273+1.1% | Added |
| Ignite Planners, LLC | 23,697 | $11.1M | 2.70% | +211+0.9% | Added |
| First City Capital Management, Inc. | 24,781 | $11.1M | 6.22% | −745−2.9% | Reduced |
| RDA Financial Network | 24,777 | $11.1M | 3.63% | +2,042+9.0% | Added |
| Garrett Investment Advisors LLC | 24,725 | $11.1M | 1.29% | +557+2.3% | Added |
| Pinnacle West Asset Management, Inc. | 24,680 | $11.0M | 8.58% | −370−1.5% | Reduced |
| Commonwealth Retirement Investments LLC | 24,677 | $11.0M | 5.05% | −107−0.4% | Reduced |
| Moseley Investment Management Inc | 24,614 | $11.0M | 5.11% | +135+0.6% | Added |
| Chelsea Counsel Co | 24,607 | $11.0M | 5.49% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 24,555 | $11.0M | 4.26% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24,508 | $11.0M | 1.01% | +361+1.5% | Added |
| Valley Brook Capital Group | 24,493 | $10.9M | 8.53% | +114+0.5% | Added |
| Slagle Financial, LLC | 24,467 | $10.9M | 5.61% | +1,534+6.7% | Added |
| Parisi Gray Wealth Management | 24,464 | $10.9M | 3.92% | −330−1.3% | Reduced |
| Drive Wealth Management, LLC | 24,459 | $10.9M | 2.95% | +542+2.3% | Added |
| Adirondack Trust Co | 24,440 | $10.9M | 4.46% | −61−0.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,430 | $10.9M | 1.50% | +105+0.4% | Added |
| North Growth Management Ltd. | 24,000 | $10.9M | 2.15% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 24,378 | $10.9M | 0.08% | −18,325−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 24,328 | $10.9M | 4.05% | +1,431+6.2% | Added |
| Sax Wealth Advisors, LLC | 24,313 | $10.9M | 1.04% | +5,357+28.3% | Added |
| Ar Asset Management Inc | 24,279 | $10.9M | 2.62% | 00.0% | Unchanged |
| LCNB Corp | 24,222 | $10.8M | 4.04% | −1,496−5.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,218 | $10.8M | 2.52% | +1,263+5.5% | Added |
| FWL Investment Management, LLC | 24,202 | $10.8M | 5.45% | −980−3.9% | Reduced |
| Elgethun Capital Management | 24,191 | $10.8M | 2.73% | −70−0.3% | Reduced |
| OMC Financial Services LTD | 24,182 | $10.8M | 5.09% | +546+2.3% | Added |
| Peoples Financial Services Corp. | 24,174 | $10.8M | 4.89% | −1,086−4.3% | Reduced |
| Ashton Thomas Securities, LLC | 23,506 | $10.8M | 2.62% | +23,506 | New |
| First Command Advisory Services, Inc. | 24,135 | $10.8M | 0.11% | +1,124+4.9% | Added |
| Independent Solutions Wealth Management, LLC | 24,080 | $10.8M | 2.47% | +137+0.6% | Added |
| Mandatum Life Insurance Co Ltd | 24,073 | $10.8M | 3.60% | −4,815−16.7% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 24,159 | $10.8M | 3.60% | +2,025+9.1% | Added |
| Apeiron Capital Ltd | 24,054 | $10.8M | 3.75% | +24,054 | New |
| Banco BTG Pactual S.A. | 25,791 | $10.7M | 2.74% | +17,584+214.3% | Added |
| Thrive Wealth Management, LLC | 23,963 | $10.7M | 2.10% | −816−3.3% | Reduced |
| Summit Financial Strategies, Inc. | 23,913 | $10.7M | 1.33% | −344−1.4% | Reduced |
| Aldebaran Capital, LLC | 23,906 | $10.7M | 9.95% | +214+0.9% | Added |
| Chesapeake Asset Management LLC | 23,904 | $10.7M | 10.25% | −22−0.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 23,877 | $10.7M | 5.52% | +520+2.2% | Added |
| Heartland Bank & Trust Co | 23,870 | $10.7M | 6.05% | +2,813+13.4% | Added |
| Atlas Brown,Inc. | 23,837 | $10.7M | 3.82% | −42−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 23,822 | $10.6M | 1.64% | +1,162+5.1% | Added |
| CORDA Investment Management, LLC. | 23,772 | $10.6M | 0.86% | +22+0.1% | Added |
| Canopy Partners, LLC | 23,730 | $10.6M | 4.93% | +617+2.7% | Added |
| Key Client Fiduciary Advisors, LLC | 23,719 | $10.6M | 5.36% | −38−0.2% | Reduced |
| WealthShield Partners, LLC | 23,703 | $10.6M | 1.61% | −112−0.5% | Reduced |
| Hillman Capital Management, Inc. | 23,675 | $10.6M | 3.74% | −2,083−8.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 23,640 | $10.6M | 3.00% | +4,513+23.6% | Added |
| Centerpoint Advisors, LLC | 23,632 | $10.6M | 3.81% | +257+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 23,622 | $10.6M | 7.05% | −410−1.7% | Reduced |
| Ascension Asset Management LLC | 23,610 | $10.6M | 5.52% | −850−3.5% | Reduced |
| Corsair Capital Management, L.P. | 23,571 | $10.5M | 2.95% | −257−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 23,539 | $10.5M | 1.73% | −49−0.2% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 23,532 | $10.5M | 2.34% | −325−1.4% | Reduced |
| Bey-Douglas LLC | 23,156 | $10.5M | 9.73% | −547−2.3% | Reduced |
| First PREMIER Bank | 23,504 | $10.5M | 2.81% | +977+4.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 23,500 | $10.5M | 7.22% | −2,543−9.8% | Reduced |
| Riverview Capital Advisers, LLC | 23,489 | $10.5M | 3.54% | −56−0.2% | Reduced |
| InTrack Investment Management Inc | 23,478 | $10.5M | 7.47% | +1,355+6.1% | Added |