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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
7,245
shares
|
$3.71 Million
0.55% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
7,245
shares
|
$3.71 Million
2.11% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
7,242
shares
|
$3.71 Million
1.08% of portfolio
|
Q1 2023
Reduced 11.7%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
7,240
shares
|
$3.7 Million
2.32% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jul 08, 2025 Q2 2025 |
7,236
shares
|
$3.7 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
7,233
shares
|
$3.7 Million
2.39% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
7,220
shares
|
$3.69 Million
0.18% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
7,214
shares
|
$3.69 Million
0.57% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
7,206
shares
|
$3.69 Million
2.15% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
7,200
shares
|
$3.68 Million
1.63% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Prakash Investment Advisors LLC
Andover, MA |
Jul 15, 2025 Q2 2025 |
7,191
shares
|
$3.68 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,188
shares
|
$3.68 Million
1.95% of portfolio
|
Q2 2025
Added 80.88%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
7,185
shares
|
$3.68 Million
1.54% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
7,184
shares
|
$3.68 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
7,170
shares
|
$3.67 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
7,159
shares
|
$3.66 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
7,158
shares
|
$3.66 Million
1.33% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
7,158
shares
|
$3.66 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Winning Points Advisors, LLC
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$3.65 Million
4.47% of portfolio
|
Q3 2024
Reduced 9.65%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
7,127
shares
|
$3.65 Million
0.74% of portfolio
|
Q1 2025
Added 23.71%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
7,115
shares
|
$3.64 Million
2.35% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
7,099
shares
|
$3.63 Million
0.41% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
7,096
shares
|
$3.63 Million
2.44% of portfolio
|
Q1 2025
Added 18.15%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
7,090
shares
|
$3.63 Million
1.83% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
7,088
shares
|
$3.63 Million
1.41% of portfolio
|
Q1 2025
Added 0.5%
|