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 |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
8,704
shares
|
$4.45 Million
1.33% of portfolio
|
Q2 2025
Reduced 11.54%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
8,703
shares
|
$4.45 Million
1.46% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
8,688
shares
|
$4.45 Million
1.0% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
8,686
shares
|
$4.44 Million
2.59% of portfolio
|
Q1 2025
Added 124.44%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
8,684
shares
|
$4.44 Million
1.99% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
8,670
shares
|
$4.44 Million
2.55% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
8,666
shares
|
$4.43 Million
1.2% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
8,662
shares
|
$4.43 Million
3.27% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
8,659
shares
|
$4.43 Million
1.16% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
8,656
shares
|
$4.43 Million
1.97% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
8,643
shares
|
$4.42 Million
2.3% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
8,626
shares
|
$4.41 Million
2.1% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
8,624
shares
|
$4.41 Million
0.14% of portfolio
|
Q3 2023
Reduced 6.8%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
8,602
shares
|
$4.4 Million
0.78% of portfolio
|
Q3 2023
Reduced 0.32%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
8,581
shares
|
$4.39 Million
2.86% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
8,576
shares
|
$4.39 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
8,574
shares
|
$4.39 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
8,567
shares
|
$4.38 Million
0.72% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
8,565
shares
|
$4.38 Million
1.6% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,563
shares
|
$4.38 Million
0.45% of portfolio
|
Q1 2025
Reduced 43.41%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
8,561
shares
|
$4.38 Million
0.42% of portfolio
|
Q4 2024
Reduced 76.47%
|
|
|
Guerra Advisors Inc
Miami, FL |
Apr 25, 2025 Q1 2025 |
8,553
shares
|
$4.38 Million
1.8% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
8,538
shares
|
$4.37 Million
1.07% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
8,533
shares
|
$4.37 Million
3.19% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
8,526
shares
|
$4.36 Million
3.43% of portfolio
|
Q2 2025
Added 1.17%
|