Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,632 institutions that hold shares in the stock, with a total of 6.11 Billion shares, which have been reported (via 13F filing form) to have a value of $3.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
331
shares
|
$175,178
0.06% of portfolio
|
Q2 2025
Added 52.53%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
315
shares
|
$166,710
0.27% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
315
shares
|
$166,710
0.12% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
315
shares
|
$166,710
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Belvedere Trading LLC
|
Aug 01, 2025 Q2 2025 |
314
shares
|
$166,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
303
shares
|
$160,359
0.21% of portfolio
|
Q2 2025
Added 78.24%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
283
shares
|
$149,774
0.06% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
280
shares
|
$148,187
0.08% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$145,011
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$144,482
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
240
shares
|
$127,017
0.05% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
229
shares
|
$121,195
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
225
shares
|
$119,079
0.07% of portfolio
|
Q2 2025
Added 104.55%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208
shares
|
$110,081
0.04% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2025 Q2 2025 |
203
shares
|
$107,435
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
201
shares
|
$106,377
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
192
shares
|
$101,614
0.07% of portfolio
|
Q2 2025
Reduced 58.8%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
189
shares
|
$100,026
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$96,850
0.05% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
181
shares
|
$95,792
0.05% of portfolio
|
Q2 2025
Reduced 99.8%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
163
shares
|
$86,266
0.08% of portfolio
|
Q2 2025
Reduced 72.83%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jul 29, 2025 Q2 2025 |
156
shares
|
$82,561
7.07% of portfolio
|
Q2 2025
Reduced 93.83%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
145
shares
|
$76,739
0.11% of portfolio
|
Q1 2025
Reduced 86.61%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
140
shares
|
$74,093
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
138
shares
|
$73,035
0.05% of portfolio
|
Q2 2025
New holding
|