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 |
|---|---|---|---|---|---|
| Palo DS Manager LLC | 23,474 | $10.5M | 5.40% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 23,451 | $10.5M | 2.94% | −170−0.7% | Reduced |
| Leisure Capital Management | 23,407 | $10.5M | 4.88% | +14+0.1% | Added |
| Encompass Wealth Advisors, LLC | 23,395 | $10.5M | 2.77% | −29−0.1% | Reduced |
| First Commonwealth Financial Corp | 23,371 | $10.4M | 2.69% | +985+4.4% | Added |
| Poehling Capital Management, LLC | 23,311 | $10.4M | 2.85% | −261−1.1% | Reduced |
| Ayrshire Capital Management LLC | 23,274 | $10.4M | 5.30% | +152+0.7% | Added |
| Mendel Money Management | 23,271 | $10.4M | 4.87% | −1,192−4.9% | Reduced |
| Cornerstone Enterprises, LLC | 23,264 | $10.4M | 6.90% | +662+2.9% | Added |
| Oak Hill Wealth Advisors, LLC | 23,263 | $10.4M | 3.15% | +23,263 | New |
| Parkside Investments, LLC | 23,209 | $10.4M | 1.64% | −895−3.7% | Reduced |
| Annandale Capital, LLC | 23,198 | $10.4M | 2.17% | −44−0.2% | Reduced |
| Apexium Financial, LP | 23,195 | $10.4M | 0.74% | −1,720−6.9% | Reduced |
| AMJ Financial Wealth Management | 23,190 | $10.4M | 3.23% | −104−0.4% | Reduced |
| Frisch Financial Group, Inc. | 23,189 | $10.4M | 3.14% | +577+2.6% | Added |
| Blue Edge Capital, LLC | 23,170 | $10.4M | 1.71% | −222−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,160 | $10.4M | 3.49% | −505−2.1% | Reduced |
| Allstate Corp | 23,159 | $10.4M | 0.84% | +239+1.0% | Added |
| Eqis Capital Management, Inc. | 23,150 | $10.3M | 0.85% | +283+1.2% | Added |
| Trust Co of Kansas | 23,149 | $10.3M | 5.41% | −820−3.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 23,140 | $10.3M | 3.95% | +23,140 | New |
| Octavia Wealth Advisors, LLC | 23,134 | $10.3M | 1.41% | +1,908+9.0% | Added |
| Summit X, LLC | 23,069 | $10.3M | 2.32% | +3,019+15.1% | Added |
| CV Advisors LLC | 23,118 | $10.3M | 5.76% | +232+1.0% | Added |
| Piscataqua Savings Bank | 23,096 | $10.3M | 9.17% | −138−0.6% | Reduced |
| Eagle Capital Management, LLC | 23,091 | $10.3M | 4.55% | −759−3.2% | Reduced |
| DGS Capital Management, LLC | 23,088 | $10.3M | 2.90% | −129−0.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 23,075 | $10.3M | 2.04% | +1,600+7.5% | Added |
| Louisbourg Investments Inc. | 27,404 | $10.3M | 2.89% | −100−0.4% | Reduced |
| Wealth Management Partners, LLC | 22,967 | $10.3M | 4.99% | −134−0.6% | Reduced |
| Transcendent Capital Group LLC | 22,943 | $10.3M | 5.91% | −263−1.1% | Reduced |
| Essex Investment Management Co LLC | 22,926 | $10.2M | 1.92% | −2,643−10.3% | Reduced |
| Woodward Diversified Capital, LLC | 22,925 | $10.2M | 6.01% | +1,562+7.3% | Added |
| Lesa Sroufe & Co | 22,861 | $10.2M | 9.92% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 22,837 | $10.2M | 5.43% | +54+0.2% | Added |
| Studio Investment Management LLC | 22,834 | $10.2M | 2.32% | +486+2.2% | Added |
| Delaney Dennis R | 22,816 | $10.2M | 5.51% | −557−2.4% | Reduced |
| Graham Capital Management, L.P. | 22,807 | $10.2M | 0.35% | −60,133−72.5% | Reduced |
| Stablepoint Partners, LLC | 23,862 | $10.2M | 1.97% | −1,658−6.5% | Reduced |
| EPG Wealth Management LLC | 0 | $10.2M | 2.37% | −21,471−100.0% | Reduced |
| Alera Investment Advisors, LLC | 22,761 | $10.2M | 1.22% | +7,933+53.5% | Added |
| Chaney Capital Management, Inc. | 22,749 | $10.2M | 6.74% | −313−1.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 22,740 | $10.2M | 2.71% | +608+2.7% | Added |
| Voya Financial Advisors, Inc. | 22,388 | $10.1M | 1.15% | +758+3.5% | Added |
| O'Brien Greene & Co. Inc | 22,643 | $10.1M | 3.20% | +1,436+6.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 22,136 | $10.1M | 5.58% | −276−1.2% | Reduced |
| Foster Group, Inc. | 22,615 | $10.1M | 0.40% | +751+3.4% | Added |
| CVA Family Office, LLC | 22,613 | $10.1M | 1.82% | +442+2.0% | Added |
| Forte Capital LLC | 22,606 | $10.1M | 1.22% | −80−0.4% | Reduced |
| Highline Wealth Partners LLC | 22,600 | $10.1M | 3.81% | +749+3.4% | Added |
| Okabena Investment Services Inc | 22,597 | $10.1M | 3.20% | +145+0.6% | Added |
| Secure Asset Management, LLC | 22,506 | $10.1M | 1.91% | +5,664+33.6% | Added |
| My Legacy Advisors, LLC | 22,474 | $10.0M | 3.21% | −308−1.4% | Reduced |
| Crown Wealth Group, LLC | 22,472 | $10.0M | 5.02% | +245+1.1% | Added |
| State of Wyoming | 22,471 | $10.0M | 1.65% | +1,062+5.0% | Added |
| Blume Capital Management, Inc. | 22,455 | $10.0M | 2.43% | −70−0.3% | Reduced |
| Palo Alto Wealth Advisors, LLC | 22,450 | $10.0M | 6.94% | −237−1.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 22,414 | $10.0M | 3.02% | −1,671−6.9% | Reduced |
| Saranac Partners Ltd | 22,403 | $10.0M | 5.96% | −505−2.2% | Reduced |
| Sierra Summit Advisors LLC | 22,296 | $9.97M | 2.47% | +579+2.7% | Added |
| Pinnacle Bancorp, Inc. | 22,281 | $9.96M | 2.94% | −140−0.6% | Reduced |
| Consolidated Portfolio Review Corp | 22,262 | $9.95M | 2.32% | +1,465+7.0% | Added |
| Trust Investment Advisors | 22,253 | $9.95M | 6.32% | −346−1.5% | Reduced |
| Diversify Wealth Management, LLC | 25,149 | $9.94M | 1.24% | +25,149 | New |
| Colonial River Wealth Management, LLC | 22,227 | $9.93M | 5.35% | +392+1.8% | Added |
| Tanager Wealth Management LLP | 22,203 | $9.92M | 1.48% | +16,051+260.9% | Added |
| Resurgent Financial Advisors LLC | 22,183 | $9.91M | 6.17% | −1,381−5.9% | Reduced |
| Montchanin Asset Management, LLC | 22,136 | $9.89M | 9.35% | 00.0% | Unchanged |
| WT Wealth Management | 22,105 | $9.88M | 3.37% | +798+3.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 22,087 | $9.87M | 7.30% | −635−2.8% | Reduced |
| Kathmere Capital Management, LLC | 22,080 | $9.87M | 1.05% | +2,306+11.7% | Added |
| StrongBox Wealth, LLC | 22,078 | $9.87M | 4.66% | +3,828+21.0% | Added |
| Globeflex Capital L P | 22,042 | $9.85M | 1.03% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 21,952 | $9.81M | 4.63% | −99−0.4% | Reduced |
| Curbstone Financial Management Corp | 21,948 | $9.81M | 2.13% | −876−3.8% | Reduced |
| Prospector Partners LLC | 21,917 | $9.80M | 1.15% | +206+0.9% | Added |
| MJP Associates Inc | 21,902 | $9.79M | 2.04% | +1,213+5.9% | Added |
| Providence Wealth Advisors, LLC | 21,671 | $9.79M | 7.80% | +71+0.3% | Added |
| Alpine Global Management, LLC | 21,873 | $9.78M | 1.70% | +21,873 | New |
| Snider Financial Group | 21,850 | $9.77M | 3.77% | +542+2.5% | Added |
| Accurate Wealth Management, LLC | 21,512 | $9.77M | 2.34% | +2,722+14.5% | Added |
| Parkwood LLC | 21,847 | $9.77M | 1.23% | −19,612−47.3% | Reduced |
| WealthPlan Investment Management, LLC | 21,847 | $9.76M | 1.48% | +225+1.0% | Added |
| Sterling Investment Advisors, Ltd. | 21,839 | $9.76M | 2.64% | +370+1.7% | Added |
| Paragon Private Wealth Management, LLC | 21,820 | $9.75M | 5.51% | +6,657+43.9% | Added |
| Austin Private Wealth, LLC | 21,818 | $9.75M | 1.05% | +733+3.5% | Added |
| Guinness Atkinson Asset Management Inc | 21,817 | $9.75M | 4.77% | −39−0.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 21,810 | $9.75M | 1.02% | −300−1.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 21,809 | $9.75M | 2.10% | +789+3.8% | Added |
| Regatta Capital Group, LLC | 21,794 | $9.74M | 2.10% | +858+4.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 21,776 | $9.73M | 0.57% | +76+0.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 21,771 | $9.73M | 3.70% | −463−2.1% | Reduced |
| Agur Provident & Training Funds Management Ltd | 21,722 | $9.71M | 2.80% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21,691 | $9.69M | 2.96% | +1,267+6.2% | Added |
| Byrne Asset Management LLC | 21,399 | $9.69M | 6.92% | −253−1.2% | Reduced |
| Phoenix Wealth Advisors | 21,678 | $9.69M | 4.86% | +169+0.8% | Added |
| Keystone Wealth Services, LLC | 21,662 | $9.68M | 3.01% | +574+2.7% | Added |
| Investment Partners, Ltd. | 21,652 | $9.68M | 4.35% | +61+0.3% | Added |
| Flynn Zito Capital Management, LLC | 21,634 | $9.67M | 4.94% | +1,508+7.5% | Added |
| Solstein Capital, LLC | 21,581 | $9.65M | 6.29% | −360−1.6% | Reduced |