Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,523 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 $2.67 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,970
shares
|
$4.59 Million
0.87% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
8,961
shares
|
$4.59 Million
2.0% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
8,960
shares
|
$4.58 Million
2.13% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
8,959
shares
|
$4.58 Million
0.49% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
8,953
shares
|
$4.58 Million
0.86% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
8,947
shares
|
$4.58 Million
2.29% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
8,938
shares
|
$4.57 Million
2.03% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
8,937
shares
|
$4.57 Million
0.94% of portfolio
|
Q1 2025
Added 26.77%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
8,913
shares
|
$4.56 Million
3.42% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
8,902
shares
|
$4.56 Million
0.5% of portfolio
|
Q4 2022
Reduced 5.4%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
8,869
shares
|
$4.54 Million
0.95% of portfolio
|
Q2 2025
Added 26.07%
|
|
|
Nri Wealth Management Lc
Santa Clara, CA |
Jul 18, 2025 Q2 2025 |
8,858
shares
|
$4.53 Million
2.66% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
8,858
shares
|
$4.53 Million
3.68% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
8,849
shares
|
$4.53 Million
1.87% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
8,844
shares
|
$4.53 Million
1.51% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
8,837
shares
|
$4.52 Million
2.18% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,832
shares
|
$4.52 Million
0.85% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,829
shares
|
$4.52 Million
1.14% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
8,823
shares
|
$4.51 Million
0.75% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Apr 22, 2025 Q1 2025 |
8,806
shares
|
$4.51 Million
2.54% of portfolio
|
Q1 2025
Added 27.36%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,773
shares
|
$4.49 Million
0.67% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
8,735
shares
|
$4.47 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
8,730
shares
|
$4.47 Million
1.79% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
8,710
shares
|
$4.46 Million
2.94% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
8,707
shares
|
$4.46 Million
1.21% of portfolio
|
Q4 2023
Reduced 0.27%
|