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 |
|---|---|---|---|---|---|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
6,493
shares
|
$3.32 Million
2.92% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
6,490
shares
|
$3.32 Million
1.51% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
6,489
shares
|
$3.32 Million
2.09% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
6,487
shares
|
$3.32 Million
1.42% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
6,486
shares
|
$3.32 Million
2.33% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,483
shares
|
$3.32 Million
1.14% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
6,483
shares
|
$3.32 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
6,483
shares
|
$3.32 Million
1.55% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
6,483
shares
|
$3.32 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
6,481
shares
|
$3.32 Million
1.61% of portfolio
|
Q4 2022
Reduced 1.65%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
6,480
shares
|
$3.32 Million
0.83% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
6,478
shares
|
$3.31 Million
0.44% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,472
shares
|
$3.31 Million
1.36% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
6,463
shares
|
$3.31 Million
1.23% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
6,460
shares
|
$3.31 Million
1.34% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
6,459
shares
|
$3.31 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
6,454
shares
|
$3.3 Million
0.17% of portfolio
|
Q1 2025
Reduced 94.75%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
6,449
shares
|
$3.3 Million
0.3% of portfolio
|
Q1 2025
Reduced 45.13%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
6,445
shares
|
$3.3 Million
2.22% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
6,440
shares
|
$3.3 Million
1.87% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
6,438
shares
|
$3.29 Million
2.55% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
6,436
shares
|
$3.29 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
6,435
shares
|
$3.29 Million
2.89% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$3.29 Million
0.98% of portfolio
|
Q1 2022
Added 1.59%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
6,433
shares
|
$3.29 Million
1.79% of portfolio
|
Q2 2025
Reduced 3.58%
|