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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 204,917 | $91.6M | 3.45% | −10,686−5.0% | Reduced |
| LMCG Investments, LLC | 204,567 | $91.4M | 5.32% | +1,835+0.9% | Added |
| Signaturefd, LLC | 204,327 | $91.3M | 1.86% | +27,945+15.8% | Added |
| Campbell Newman Asset Management Inc | 203,734 | $91.1M | 7.28% | −3,880−1.9% | Reduced |
| Talbot Financial, LLC | 203,503 | $91.0M | 11.94% | −3,451−1.7% | Reduced |
| Siemens Fonds Invest GmbH | 202,519 | $90.5M | 6.78% | −1,301−0.6% | Reduced |
| Merit Financial Group, LLC | 202,178 | $90.4M | 1.99% | −3,485−1.7% | Reduced |
| South State Corp. | 201,661 | $90.1M | 6.58% | +5,540+2.8% | Added |
| Berkshire Asset Management LLC | 201,554 | $90.1M | 4.49% | −20,169−9.1% | Reduced |
| ZWJ Investment Counsel Inc | 201,501 | $90.1M | 3.96% | +2,434+1.2% | Added |
| Welch Group, LLC | 201,022 | $89.8M | 4.32% | −1,558−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 200,865 | $89.8M | 0.93% | +4,458+2.3% | Added |
| Axxcess Wealth Management, LLC | 200,591 | $89.7M | 2.44% | +6,207+3.2% | Added |
| Paralel Advisors LLC | 200,000 | $89.4M | 4.28% | 00.0% | Unchanged |
| Torno Capital, LLC | 200,000 | $89.4M | 9.44% | +15,000+8.1% | Added |
| First American Bank | 199,917 | $89.4M | 6.69% | +1,115+0.6% | Added |
| Ironvine Capital Partners, LLC | 199,512 | $89.2M | 9.77% | −8,687−4.2% | Reduced |
| Logan Capital Management Inc | 198,764 | $88.8M | 3.83% | −1,905−0.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 198,358 | $88.7M | 4.81% | −4,407−2.2% | Reduced |
| FineMark National Bank & Trust | 197,117 | $88.1M | 3.25% | +1,791+0.9% | Added |
| Select Equity Group, L.P. | 196,948 | $88.0M | 0.35% | −14,572−6.9% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 195,507 | $87.9M | 4.41% | +3,191+1.7% | Added |
| Trajan Wealth LLC | 196,477 | $87.8M | 5.64% | +14,308+7.9% | Added |
| Tandem Investment Advisors, Inc. | 196,071 | $87.6M | 3.49% | +12,489+6.8% | Added |
| SurgoCap Partners LP | 195,434 | $87.3M | 5.11% | −64,119−24.7% | Reduced |
| Mutual Advisors, LLC | 204,413 | $87.2M | 2.63% | −23,518−10.3% | Reduced |
| Valeo Financial Advisors, LLC | 225,685 | $87.2M | 2.72% | +229+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 194,898 | $87.1M | 5.70% | +545+0.3% | Added |
| Howard Capital Management Group, LLC | 194,857 | $87.1M | 6.42% | −1,261−0.6% | Reduced |
| Gradient Investments LLC | 194,618 | $87.0M | 1.95% | +15,575+8.7% | Added |
| Kinneret Advisory, LLC | 194,343 | $86.9M | 8.33% | −11,927−5.8% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 194,268 | $86.8M | 20.80% | −5,447−2.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 193,935 | $86.7M | 3.79% | +158,061+440.6% | Added |
| SCS Capital Management LLC | 193,425 | $86.5M | 1.81% | +420.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 193,242 | $86.4M | 2.60% | +13,985+7.8% | Added |
| Bard Financial Services, Inc. | 192,558 | $86.1M | 8.90% | −1,575−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 192,263 | $85.9M | 3.48% | +2,048+1.1% | Added |
| Cullinan Associates Inc | 191,060 | $85.4M | 4.83% | −2,050−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 191,015 | $85.3M | 6.97% | −2,750−1.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 190,360 | $85.1M | 3.29% | −47,032−19.8% | Reduced |
| Nichols & Pratt Advisers LLP | 190,327 | $85.1M | 5.75% | −3,033−1.6% | Reduced |
| Asset Advisors Investment Management, LLC | 190,079 | $85.0M | 9.25% | +3,408+1.8% | Added |
| London & Capital Asset Management Ltd | 189,979 | $84.9M | 7.17% | −30,914−14.0% | Reduced |
| WSFS Capital Management, LLC | 190,082 | $84.9M | 4.68% | +896+0.5% | Added |
| Meritage Portfolio Management | 189,786 | $84.8M | 5.35% | −2,209−1.2% | Reduced |
| Motley Fool Asset Management LLC | 185,670 | $84.8M | 5.62% | −38,904−17.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 189,470 | $84.7M | 6.25% | +663+0.4% | Added |
| GFI Investment Counsel Ltd. | 189,390 | $84.6M | 11.07% | −11,219−5.6% | Reduced |
| PointState Capital LP | 189,212 | $84.6M | 2.42% | −291,767−60.7% | Reduced |
| Sculptor Capital LP | 188,334 | $84.2M | 1.74% | 00.0% | Unchanged |
| Suncoast Equity Management | 187,565 | $83.8M | 9.28% | +4,590+2.5% | Added |
| Capital Investment Advisors, LLC | 187,246 | $83.7M | 1.89% | +9,944+5.6% | Added |
| Spire Wealth Management | 187,066 | $83.6M | 2.95% | −7,492−3.9% | Reduced |
| Henshaw Capital LLC | 186,543 | $83.4M | 3.76% | 00.0% | Unchanged |
| Evergreen Quality Fund GP, Ltd. | 186,100 | $83.2M | 3.43% | +186,100 | New |
| GAM Holding AG | 186,001 | $83.1M | 6.38% | −26,860−12.6% | Reduced |
| Sienna Gestion | 185,771 | $83.0M | 7.37% | −5,203−2.7% | Reduced |
| Vident Advisory, LLC | 185,592 | $83.0M | 2.29% | +33,836+22.3% | Added |
| Reynders McVeigh Capital Management, LLC | 185,516 | $82.9M | 4.71% | +2,520+1.4% | Added |
| Violich Capital Management, Inc. | 185,218 | $82.8M | 11.19% | +2,107+1.2% | Added |
| Diversified Trust Co | 184,913 | $82.6M | 2.34% | +5,189+2.9% | Added |
| Andra AP-fonden | 183,900 | $82.2M | 1.38% | −64,000−25.8% | Reduced |
| Generate Investment Management Ltd | 183,725 | $82.1M | 5.97% | +17,961+10.8% | Added |
| Pacific Sage Partners, LLC | 183,433 | $82.0M | 20.32% | −2,279−1.2% | Reduced |
| Kinetic Partners Management, LP | 183,105 | $81.8M | 5.96% | −36,990−16.8% | Reduced |
| Prospera Financial Services Inc | 182,941 | $81.8M | 2.27% | +9,298+5.4% | Added |
| Equitable Holdings, Inc. | 181,818 | $81.3M | 0.85% | +9,438+5.5% | Added |
| Taurus Asset Management, LLC | 180,441 | $80.6M | 8.17% | −1,444−0.8% | Reduced |
| Dundas Partners LLP | 180,361 | $80.6M | 6.25% | +2,453+1.4% | Added |
| Westpac Banking Corp | 180,184 | $80.5M | 6.39% | −69,377−27.8% | Reduced |
| LVM Capital Management Ltd | 180,001 | $80.5M | 9.15% | −3,816−2.1% | Reduced |
| HighPoint Advisor Group LLC | 190,224 | $80.5M | 4.80% | +19,337+11.3% | Added |
| Baldwin Brothers Inc | 179,373 | $80.2M | 6.25% | −8,458−4.5% | Reduced |
| JBF Capital, Inc. | 179,000 | $80.0M | 12.38% | 00.0% | Unchanged |
| Marex Group plc | 178,809 | $79.9M | 2.15% | +98,940+123.9% | Added |
| Estabrook Capital Management | 178,804 | $79.9M | 12.30% | −2,792−1.5% | Reduced |
| Thomasville National Bank | 178,434 | $79.8M | 6.39% | −142−0.1% | Reduced |
| Nellore Capital Management LLC | 178,200 | $79.6M | 12.01% | −300−0.2% | Reduced |
| Parallel Advisors, LLC | 178,114 | $79.6M | 2.04% | +7,026+4.1% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 177,900 | $79.5M | 0.79% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 177,895 | $79.5M | 5.78% | −9,351−5.0% | Reduced |
| Sabal Trust CO | 177,212 | $79.2M | 4.72% | −4,131−2.3% | Reduced |
| Longbow Finance SA | 177,064 | $79.1M | 8.18% | −9,331−5.0% | Reduced |
| MMBG Investment Advisors Co. | 176,873 | $79.1M | 8.47% | −10,003−5.4% | Reduced |
| Granite Investment Partners, LLC | 176,713 | $79.0M | 3.27% | −2,026−1.1% | Reduced |
| Natixis Investment Managers International | 176,639 | $78.9M | 5.89% | −6,566−3.6% | Reduced |
| First National Bank of Omaha | 175,163 | $78.3M | 5.14% | +16,755+10.6% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 175,000 | $78.2M | 11.13% | +31,700+22.1% | Added |
| Neville Rodie & Shaw Inc | 174,060 | $77.8M | 5.90% | −3,895−2.2% | Reduced |
| Berkley W R Corp | 174,000 | $77.8M | 4.35% | +124,000+248.0% | Added |
| Concurrent Investment Advisors, LLC | 173,800 | $77.7M | 2.57% | +41,877+31.7% | Added |
| Provident Investment Management, Inc. | 173,774 | $77.7M | 7.07% | −3,587−2.0% | Reduced |
| Corvex Management LP | 173,661 | $77.6M | 3.67% | 00.0% | Unchanged |
| Brookstone Capital Management | 174,825 | $77.5M | 1.29% | +13,470+8.3% | Added |
| First Long Island Investors, LLC | 173,329 | $77.5M | 6.55% | −2,147−1.2% | Reduced |
| Alphadyne Asset Management LP | 173,000 | $77.3M | 34.58% | +173,000 | New |
| Diamond Hill Capital Management Inc | 172,527 | $77.1M | 0.33% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 172,241 | $77.0M | 0.86% | +168,798+4,902.6% | Added |
| Verus Capital Partners, LLC | 171,260 | $76.5M | 7.94% | +1,845+1.1% | Added |
| Grimes & Company, Inc. | 170,359 | $76.1M | 2.28% | −961−0.6% | Reduced |