Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,528 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.63 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,896
shares
|
$5 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$5 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
9,882
shares
|
$4.99 Million
1.9% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
9,879
shares
|
$4.99 Million
0.88% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
9,875
shares
|
$4.99 Million
5.74% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,863
shares
|
$4.98 Million
1.22% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Arlington Partners LLC
|
Jul 14, 2025 Q2 2025 |
9,859
shares
|
$4.98 Million
1.97% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,845
shares
|
$4.97 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,844
shares
|
$4.97 Million
0.57% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,842
shares
|
$4.97 Million
0.76% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
9,834
shares
|
$4.97 Million
1.71% of portfolio
|
Q2 2022
Reduced 36.78%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,834
shares
|
$4.97 Million
2.68% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Jul 17, 2025 Q2 2025 |
9,833
shares
|
$4.97 Million
4.34% of portfolio
|
Q2 2025
Added 118.61%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
9,826
shares
|
$4.96 Million
0.68% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
9,818
shares
|
$4.96 Million
1.31% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
9,793
shares
|
$4.95 Million
0.3% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
9,791
shares
|
$4.95 Million
1.19% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$4.95 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
9,772
shares
|
$4.94 Million
1.28% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
9,761
shares
|
$4.93 Million
1.38% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
9,760
shares
|
$4.93 Million
1.06% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
High Vista Strategies LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,758
shares
|
$4.93 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
9,747
shares
|
$4.92 Million
1.94% of portfolio
|
Q1 2025
Reduced 81.02%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,733
shares
|
$4.92 Million
1.67% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,726
shares
|
$4.91 Million
1.24% of portfolio
|
Q1 2025
Reduced 7.01%
|