Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,534 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 $2.66 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$5 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
9,772
shares
|
$4.99 Million
1.28% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
9,761
shares
|
$4.99 Million
1.38% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
9,760
shares
|
$4.99 Million
1.06% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
High Vista Strategies LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,758
shares
|
$4.99 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
|
$4.98 Million
1.94% of portfolio
|
Q1 2025
Reduced 81.02%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,733
shares
|
$4.97 Million
1.67% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
9,722
shares
|
$4.97 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
9,720
shares
|
$4.97 Million
2.73% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.97 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
9,716
shares
|
$4.96 Million
2.23% of portfolio
|
Q2 2025
Added 34.94%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.96 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
9,700
shares
|
$4.96 Million
2.65% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.95 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
9,694
shares
|
$4.95 Million
3.71% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
9,674
shares
|
$4.94 Million
2.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.94 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
9,652
shares
|
$4.93 Million
3.11% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
9,647
shares
|
$4.93 Million
2.52% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
9,644
shares
|
$4.93 Million
2.56% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
9,638
shares
|
$4.92 Million
1.59% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
9,630
shares
|
$4.92 Million
0.99% of portfolio
|
Q2 2025
Reduced 41.51%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
9,612
shares
|
$4.91 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
9,611
shares
|
$4.91 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
9,610
shares
|
$4.91 Million
2.69% of portfolio
|
Q1 2025
Added 0.57%
|