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; 6,248 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
- 5,269
- +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 | 6,248 | $2.05T |
| Q1 2026 | 6,237 | $1.99T |
| Q4 2025 | 6,329 | $2.66T |
| Q3 2025 | 5,865 | $2.76T |
| Q2 2025 | 5,828 | $2.67T |
| Q1 2025 | 5,776 | $2.01T |
| Q4 2024 | 5,876 | $2.26T |
| Q3 2024 | 5,301 | $2.27T |
| Q2 2024 | 5,269 | $2.37T |
| Q1 2024 | 5,240 | $2.23T |
| Q4 2023 | 5,216 | $1.99T |
| Q3 2023 | 4,861 | $1.66T |
| Q2 2023 | 4,815 | $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 | 4,549 | $1.61T |
| Q4 2021 | 4,553 | $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 |
|---|---|---|---|---|---|
| Sather Financial Group Inc | 255,923 | $114.4M | 7.93% | +8,642+3.5% | Added |
| Gilder Gagnon Howe & Co LLC | 254,645 | $113.8M | 1.43% | −8,847−3.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 253,594 | $113.3M | 3.76% | +3,780+1.5% | Added |
| Advisory Services Network, LLC | 253,363 | $113.2M | 2.34% | +1,304+0.5% | Added |
| Caledonia Investments PLC | 253,317 | $113.2M | 13.62% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 253,183 | $113.2M | 1.55% | −7,671−2.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 253,061 | $113.1M | 1.99% | +2,862+1.1% | Added |
| Maple Capital Management, Inc. | 252,253 | $112.7M | 9.15% | +3,151+1.3% | Added |
| Palestra Capital Management LLC | 251,568 | $112.4M | 4.44% | −18,374−6.8% | Reduced |
| Systematic Alpha Investments, LLC | 251,402 | $112.4M | 4.28% | 00.0% | Unchanged |
| Parthenon LLC | 251,359 | $112.3M | 14.27% | −7,469−2.9% | Reduced |
| Osterweis Capital Management Inc | 251,027 | $112.2M | 5.80% | +1,770+0.7% | Added |
| Central Trust Co | 250,740 | $112.1M | 2.74% | −6,286−2.4% | Reduced |
| Meeder Asset Management Inc | 250,657 | $112.0M | 7.85% | +51,273+25.7% | Added |
| Voyager Global Management LP | 250,000 | $111.7M | 4.98% | −10,000−3.8% | Reduced |
| Cypress Funds LLC | 249,049 | $111.3M | 14.94% | −68,606−21.6% | Reduced |
| Group One Trading, L.P. | 248,564 | $111.1M | 3.50% | +67,339+37.2% | Added |
| Delta Global Management LP | 247,591 | $110.7M | 7.36% | −29,614−10.7% | Reduced |
| Baker Avenue Asset Management, LP | 247,042 | $110.4M | 3.76% | +19,214+8.4% | Added |
| Wetherby Asset Management Inc | 247,020 | $110.4M | 5.22% | +1,013+0.4% | Added |
| Alpha Cubed Investments, LLC | 246,280 | $110.1M | 5.25% | −3,876−1.5% | Reduced |
| Evergreen Capital Management LLC | 245,370 | $109.7M | 3.97% | +9,345+4.0% | Added |
| Roffman Miller Associates Inc | 245,253 | $109.6M | 7.22% | +3,863+1.6% | Added |
| Oak Ridge Investments LLC | 244,990 | $109.5M | 10.43% | +10,879+4.6% | Added |
| Grandfield & Dodd, LLC | 244,386 | $109.2M | 6.92% | −2,898−1.2% | Reduced |
| Stack Financial Management, Inc | 243,537 | $108.8M | 10.08% | +320.0% | Added |
| Klingenstein Fields & Co LP | 243,441 | $108.8M | 4.51% | +966+0.4% | Added |
| Bowen Hanes & Co Inc | 243,108 | $108.7M | 3.01% | −2,658−1.1% | Reduced |
| Wesleyan Assurance Society | 242,400 | $108.3M | 9.38% | +8,350+3.6% | Added |
| Congress Wealth Management LLC | 241,811 | $108.1M | 1.72% | +68,172+39.3% | Added |
| Investment House LLC | 241,420 | $107.9M | 6.16% | +786+0.3% | Added |
| Avalon Trust Co | 241,141 | $107.8M | 8.53% | −1,619−0.7% | Reduced |
| Chesley Taft & Associates LLC | 240,950 | $107.7M | 5.40% | +154+0.1% | Added |
| GuoLine Advisory Pte Ltd | 240,900 | $107.7M | 11.49% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 239,722 | $107.1M | 7.25% | −5,488−2.2% | Reduced |
| Rockland Trust Co | 239,561 | $107.1M | 5.64% | −1,436−0.6% | Reduced |
| First National Trust Co | 238,816 | $106.7M | 4.39% | +567+0.2% | Added |
| Dana Investment Advisors, Inc. | 238,479 | $106.6M | 3.60% | −1,251−0.5% | Reduced |
| Ancora Advisors, LLC | 237,511 | $106.2M | 2.63% | −269−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 236,525 | $105.7M | 2.73% | +743+0.3% | Added |
| Ycg, LLC | 235,958 | $105.5M | 8.60% | −455−0.2% | Reduced |
| HS Management Partners, LLC | 235,543 | $105.3M | 5.81% | −67,682−22.3% | Reduced |
| Locust Wood Capital Advisers, LLC | 234,923 | $105.0M | 3.87% | +14,764+6.7% | Added |
| Metropolis Capital Ltd | 234,525 | $104.8M | 3.84% | +59,709+34.2% | Added |
| BDF-Gestion | 234,432 | $104.8M | 10.08% | +234,432 | New |
| Sander Capital Advisors Inc | 232,506 | $103.9M | 47.47% | +197+0.1% | Added |
| Guyasuta Investment Advisors Inc | 275,805 | $103.7M | 7.64% | −4,891−1.7% | Reduced |
| Franklin Street Advisors Inc | 231,809 | $103.6M | 7.40% | +6,325+2.8% | Added |
| Apollon Wealth Management, LLC | 230,865 | $103.2M | 3.14% | +1,096+0.5% | Added |
| Wedbush Securities Inc | 230,311 | $102.9M | 3.68% | −4,749−2.0% | Reduced |
| Norris Perne & French LLP | 229,846 | $102.7M | 7.43% | −1,819−0.8% | Reduced |
| Rheos Capital Works Inc. | 229,300 | $102.5M | 5.37% | −168,500−42.4% | Reduced |
| Triple Frond Partners LLC | 228,654 | $102.2M | 11.99% | 00.0% | Unchanged |
| RE Advisers Corp | 228,087 | $101.9M | 2.51% | −14,200−5.9% | Reduced |
| Vestor Capital, LLC | 227,963 | $101.9M | 8.22% | +1,398+0.6% | Added |
| Bristol Gate Capital Partners Inc. | 227,708 | $101.8M | 5.04% | −11,745−4.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 227,129 | $101.5M | 9.45% | −1,579−0.7% | Reduced |
| Savant Capital, LLC | 226,958 | $101.4M | 1.02% | −1,630−0.7% | Reduced |
| CAPROCK Group, Inc. | 224,949 | $100.6M | 4.09% | +63,344+39.2% | Added |
| Kodai Capital Management LP | 223,847 | $100.0M | 1.90% | +101,275+82.6% | Added |
| First Citizens Bank & Trust Co | 222,174 | $99.3M | 1.87% | +3,106+1.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 221,439 | $99.0M | 5.67% | +1,349+0.6% | Added |
| TOMS Capital Investment Management LP | 221,000 | $98.8M | 7.34% | −100,000−31.2% | Reduced |
| Baader Bank INC | 220,792 | $98.7M | 7.72% | −3,454−1.5% | Reduced |
| Snowden Capital Advisors LLC | 220,652 | $98.6M | 2.93% | −5,697−2.5% | Reduced |
| Bleakley Financial Group, LLC | 220,412 | $98.5M | 2.84% | −7,279−3.2% | Reduced |
| NBT Bank N A | 220,406 | $98.5M | 7.04% | +19,181+9.5% | Added |
| Moors & Cabot, Inc. | 220,102 | $98.4M | 5.24% | +240+0.1% | Added |
| Ingalls & Snyder LLC | 219,375 | $98.0M | 4.24% | −4,877−2.2% | Reduced |
| Waters Parkerson & Co., LLC | 219,369 | $98.0M | 5.22% | −3,670−1.6% | Reduced |
| Blue Whale Capital LLP | 218,014 | $97.4M | 9.29% | −250−0.1% | Reduced |
| Mill Capital Management, LLC | 217,670 | $97.3M | 8.04% | +539+0.2% | Added |
| Dearborn Partners LLC | 217,296 | $97.1M | 4.20% | +1,045+0.5% | Added |
| Kanawha Capital Management LLC | 216,136 | $96.6M | 7.57% | +3,702+1.7% | Added |
| Park Avenue Securities LLC | 216,019 | $96.5M | 1.18% | +6,302+3.0% | Added |
| Meiji Yasuda Life Insurance Co | 215,725 | $96.4M | 1.94% | −12,644−5.5% | Reduced |
| Washington Trust Co | 215,493 | $96.3M | 3.52% | −3,938−1.8% | Reduced |
| Harvest Fund Management Co., Ltd | 215,189 | $96.1M | 6.96% | +26,400+14.0% | Added |
| Azimuth Capital Investment Management LLC | 214,663 | $95.9M | 3.90% | +1,380+0.6% | Added |
| Vestcor Inc | 214,642 | $95.9M | 3.24% | −8,951−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 214,340 | $95.8M | 3.29% | −1,579−0.7% | Reduced |
| E Fund Management Co., Ltd. | 214,279 | $95.8M | 5.30% | +28,273+15.2% | Added |
| Gotham Asset Management, LLC | 213,392 | $95.4M | 1.23% | +20,816+10.8% | Added |
| Venture Visionary Partners LLC | 212,650 | $95.1M | 4.38% | +3,001+1.4% | Added |
| Cookson Peirce & Co Inc | 211,618 | $94.6M | 4.55% | +19,013+9.9% | Added |
| Styrax Capital, LP | 210,543 | $94.1M | 7.20% | 00.0% | Unchanged |
| Oakmont Corp | 210,413 | $94.0M | 20.69% | +31,903+17.9% | Added |
| United Services Automobile Association | 210,208 | $94.0M | 2.38% | −10,976−5.0% | Reduced |
| Smith, Salley & Associates | 209,104 | $93.5M | 6.71% | +12,221+6.2% | Added |
| Sandy Spring Bank | 208,740 | $93.3M | 4.11% | −4,793−2.2% | Reduced |
| Trust Co of Vermont | 208,676 | $93.3M | 5.07% | +2,384+1.2% | Added |
| Kingsview Wealth Management, LLC | 208,634 | $93.2M | 2.20% | +4,525+2.2% | Added |
| Veriti Management LLC | 207,989 | $93.0M | 5.75% | +18,180+9.6% | Added |
| Smith Chas P & Associates Pa Cpas | 207,885 | $92.9M | 5.51% | +189+0.1% | Added |
| Gunn & Co Investment Management, Inc. | 207,885 | $92.9M | 5.51% | +187,691+929.4% | Added |
| Davidson Investment Advisors | 207,279 | $92.6M | 4.77% | +1,213+0.6% | Added |
| Aureus Asset Management, LLC | 205,736 | $92.0M | 6.43% | −3,729−1.8% | Reduced |
| Community Trust & Investment Co | 205,425 | $91.8M | 6.27% | −2,023−1.0% | Reduced |
| Calamos Wealth Management LLC | 205,054 | $91.6M | 4.91% | +261+0.1% | Added |
| General American Investors Co Inc | 205,000 | $91.6M | 6.52% | 00.0% | Unchanged |