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 |
|---|---|---|---|---|---|
| Miller Investment Management, LP | 21,550 | $9.63M | 1.15% | +9,395+77.3% | Added |
| Signet Investment Advisory Group, Inc. | 21,538 | $9.63M | 5.16% | −292−1.3% | Reduced |
| Maxwell Wealth Strategies Inc. | 21,523 | $9.62M | 4.71% | +65+0.3% | Added |
| Orleans Capital Management Corp | 21,521 | $9.62M | 6.11% | −223−1.0% | Reduced |
| Dorchester Wealth Management Co | 21,426 | $9.58M | 1.85% | −2,554−10.7% | Reduced |
| Cottage Street Advisors LLC | 21,425 | $9.58M | 5.69% | −191−0.9% | Reduced |
| Alexander Labrunerie & Co., Inc. | 21,399 | $9.56M | 5.14% | −276−1.3% | Reduced |
| Nordwand Advisors, LLC | 21,382 | $9.56M | 4.17% | −3,991−15.7% | Reduced |
| HBW Advisory Services LLC | 21,313 | $9.53M | 1.58% | −753−3.4% | Reduced |
| Pinnbrook Capital Management LP | 21,260 | $9.50M | 2.87% | −38,113−64.2% | Reduced |
| Evolutionary Tree Capital Management, LLC | 21,230 | $9.49M | 9.77% | −287−1.3% | Reduced |
| Royal Capital Wealth Management, LLC | 21,228 | $9.49M | 7.15% | +627+3.0% | Added |
| Fruth Investment Management | 21,227 | $9.49M | 2.58% | −78−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 22,531 | $9.48M | 2.61% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 21,162 | $9.46M | 2.79% | +10,158+92.3% | Added |
| Aft, Forsyth & Sober, LLC | 21,150 | $9.45M | 3.24% | 00.0% | Unchanged |
| IMS Capital Management | 22,222 | $9.44M | 4.40% | +241+1.1% | Added |
| Unison Asset Management LLC | 21,115 | $9.44M | 4.78% | +131+0.6% | Added |
| First Community Trust NA | 21,089 | $9.43M | 8.06% | +572+2.8% | Added |
| Sittner & Nelson, LLC | 21,049 | $9.41M | 4.63% | −151−0.7% | Reduced |
| Sheets Smith Wealth Management | 20,991 | $9.38M | 1.12% | −3,998−16.0% | Reduced |
| Ami Investment Management Inc | 20,982 | $9.38M | 3.27% | −3,509−14.3% | Reduced |
| Lakeshore Financial Planning, Inc. | 20,978 | $9.38M | 4.58% | −59−0.3% | Reduced |
| TBH Global Asset Management, LLC | 20,960 | $9.37M | 2.08% | −5,056−19.4% | Reduced |
| Tempus Wealth Planning, LLC | 20,957 | $9.37M | 3.91% | +272+1.3% | Added |
| Fusion Capital, LLC | 20,940 | $9.36M | 4.27% | −402−1.9% | Reduced |
| Mount Vernon Associates Inc | 20,940 | $9.36M | 8.30% | −4,145−16.5% | Reduced |
| SNS Financial Group, LLC | 20,926 | $9.35M | 1.01% | −365−1.7% | Reduced |
| BRX Global LP | 20,900 | $9.34M | 6.87% | −31,362−60.0% | Reduced |
| All Terrain Financial Advisors, LLC | 20,872 | $9.33M | 3.92% | −176−0.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,844 | $9.32M | 1.93% | +1,347+6.9% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 20,837 | $9.31M | 0.23% | −671,263−97.0% | Reduced |
| Costello Asset Management, INC | 20,831 | $9.31M | 6.94% | +68+0.3% | Added |
| Commonwealth Financial Services, LLC | 19,968 | $9.31M | 1.91% | +412+2.1% | Added |
| Ashford Capital Management Inc | 20,823 | $9.31M | 1.26% | +130+0.6% | Added |
| BOK Financial Private Wealth, Inc. | 20,801 | $9.30M | 0.68% | −258−1.2% | Reduced |
| First Pacific Financial | 20,777 | $9.29M | 2.39% | +5,215+33.5% | Added |
| Congress Park Capital LLC | 20,770 | $9.28M | 3.73% | −188−0.9% | Reduced |
| BCJ Capital Management, LLC | 20,763 | $9.28M | 0.74% | +410+2.0% | Added |
| Townsend Asset Management Corp | 20,730 | $9.27M | 3.59% | −32−0.2% | Reduced |
| Alta Advisers Ltd | 20,700 | $9.25M | 4.45% | +100+0.5% | Added |
| Sculati Wealth Management, LLC | 20,689 | $9.25M | 3.95% | −910−4.2% | Reduced |
| Wealth Management Associates, Inc. | 20,655 | $9.23M | 4.33% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 20,652 | $9.23M | 1.91% | −731−3.4% | Reduced |
| WealthPLAN Partners, LLC | 20,626 | $9.22M | 0.99% | +524+2.6% | Added |
| Martin & Co Inc | 20,597 | $9.21M | 2.32% | −99−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 20,590 | $9.20M | 3.76% | −27,304−57.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 20,562 | $9.19M | 4.29% | +40+0.2% | Added |
| KWMG, LLC | 20,540 | $9.18M | 0.99% | +815+4.1% | Added |
| San Luis Wealth Advisors LLC | 20,525 | $9.17M | 2.20% | +20,525 | New |
| Cowbird Capital LP | 20,525 | $9.17M | 10.54% | +20,525 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 20,500 | $9.16M | 4.73% | +2,000+10.8% | Added |
| Tradewinds Capital Management, LLC | 20,463 | $9.15M | 2.70% | +825+4.2% | Added |
| Wilkins Investment Counsel Inc | 20,455 | $9.14M | 1.36% | −135−0.7% | Reduced |
| Leelyn Smith, LLC | 20,443 | $9.14M | 1.77% | +1,450+7.6% | Added |
| Cascade Financial Partners, LLC | 20,437 | $9.13M | 1.20% | +164+0.8% | Added |
| First Dallas Securities Inc. | 20,433 | $9.13M | 4.01% | +4,199+25.9% | Added |
| BW Gestao de Investimentos Ltda. | 20,423 | $9.13M | 1.20% | +3,056+17.6% | Added |
| Security National Bank of So Dak | 20,421 | $9.13M | 5.46% | +206+1.0% | Added |
| LCM Capital Management Inc | 20,413 | $9.12M | 5.69% | +313+1.6% | Added |
| Family Legacy, Inc. | 20,403 | $9.12M | 3.27% | −468−2.2% | Reduced |
| Keudell/Morrison Wealth Management | 20,400 | $9.12M | 2.67% | −225−1.1% | Reduced |
| Everpar Advisors LLC | 20,385 | $9.11M | 4.56% | +3,286+19.2% | Added |
| Milestone Asset Management, LLC | 20,377 | $9.11M | 2.28% | −3,801−15.7% | Reduced |
| Prossimo Advisors, LLC | 20,360 | $9.10M | 8.24% | +20,360 | New |
| Hudson Canyon Capital Management | 20,345 | $9.09M | 6.15% | −1,780−8.0% | Reduced |
| Allegheny Financial Group LTD | 20,332 | $9.09M | 2.61% | +2,786+15.9% | Added |
| Cable Hill Partners, LLC | 20,313 | $9.08M | 0.98% | +133+0.7% | Added |
| FLC Capital Advisors | 20,305 | $9.08M | 2.23% | +143+0.7% | Added |
| Interchange Capital Partners, LLC | 20,244 | $9.05M | 3.33% | +12,534+162.6% | Added |
| RBA Wealth Management, LLC | 20,213 | $9.03M | 3.62% | −389−1.9% | Reduced |
| Slow Capital, Inc. | 20,190 | $9.02M | 1.46% | +148+0.7% | Added |
| 1776 Wealth LLC | 20,186 | $9.02M | 4.06% | +291+1.5% | Added |
| Kapitalo Investimentos Ltda | 20,183 | $9.02M | 2.71% | −4,460−18.1% | Reduced |
| New Potomac Partners, LLC | 20,155 | $9.01M | 4.92% | −269−1.3% | Reduced |
| Allen Capital Group, LLC | 20,154 | $9.01M | 1.27% | +253+1.3% | Added |
| Channel Wealth LLC | 20,143 | $9.00M | 3.26% | +1,040+5.4% | Added |
| Drucker Wealth 3.0, LLC | 20,137 | $9.00M | 2.39% | +20,137 | New |
| Immersion Capital LLP | 20,130 | $9.00M | 5.04% | −7,300−26.6% | Reduced |
| Nikulski Financial, Inc. | 20,129 | $9.00M | 2.86% | +220+1.1% | Added |
| First County Bank | 20,127 | $9.00M | 4.63% | −1,508−7.0% | Reduced |
| West Michigan Advisors, LLC | 20,120 | $8.99M | 2.86% | +578+3.0% | Added |
| Castellan Group, LLC | 20,102 | $8.98M | 4.28% | +2,438+13.8% | Added |
| Partners Capital Investment Group, LLP | 20,080 | $8.97M | 0.15% | +20,080 | New |
| Alaethes Wealth LLC | 20,029 | $8.95M | 3.70% | +339+1.7% | Added |
| a16z Perennial Management, L.P. | 20,012 | $8.94M | 0.96% | 00.0% | Unchanged |
| Kingdon Capital Management, L.L.C. | 20,000 | $8.94M | 1.38% | −15,000−42.9% | Reduced |
| Barbara Oil Co. | 20,000 | $8.94M | 3.91% | 00.0% | Unchanged |
| Bluegrass Capital Partners LP | 20,000 | $8.94M | 9.13% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 19,970 | $8.92M | 3.09% | +573+3.0% | Added |
| Trivant Custom Portfolio Group, LLC | 19,945 | $8.91M | 5.48% | +29+0.1% | Added |
| Wealth Effects LLC | 19,936 | $8.91M | 3.23% | −331−1.6% | Reduced |
| RPg Family Wealth Advisory, LLC | 19,913 | $8.90M | 2.93% | −212−1.1% | Reduced |
| Aurora Investment Managers, LLC. | 19,888 | $8.89M | 6.37% | −692−3.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 19,882 | $8.89M | 1.73% | −806−3.9% | Reduced |
| GSG Advisors LLC | 19,451 | $8.88M | 3.14% | +60+0.3% | Added |
| Fairhaven Wealth Management, LLC | 19,873 | $8.88M | 2.94% | +297+1.5% | Added |
| Burford Brothers, Inc. | 19,837 | $8.87M | 5.15% | −81−0.4% | Reduced |
| Gateway Advisory, LLC | 19,837 | $8.87M | 1.51% | +1,914+10.7% | Added |
| Aft, Forsyth & Company, Inc. | 19,837 | $8.87M | 4.53% | +959+5.1% | Added |