Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,646 institutions that hold shares in the stock, with a total of 6.11 Billion shares, which have been reported (via 13F filing form) to have a value of $3.12 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
6,438
shares
|
$3.28 Million
2.55% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
6,435
shares
|
$3.28 Million
2.89% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
6,434
shares
|
$3.28 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
|
$3.28 Million
1.79% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,433
shares
|
$3.28 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
6,431
shares
|
$3.28 Million
1.51% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Aug 05, 2025 Q2 2025 |
6,421
shares
|
$3.27 Million
1.09% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
6,410
shares
|
$3.27 Million
1.46% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
6,406
shares
|
$3.27 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
6,403
shares
|
$3.27 Million
0.97% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
6,403
shares
|
$3.27 Million
2.37% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
6,403
shares
|
$3.27 Million
1.16% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Ninepoint Partners LP
|
Aug 05, 2025 Q2 2025 |
6,396
shares
|
$3.26 Million
0.6% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
6,392
shares
|
$3.26 Million
1.7% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,390
shares
|
$3.26 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
6,389
shares
|
$3.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
6,388
shares
|
$3.26 Million
3.36% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,381
shares
|
$3.25 Million
0.66% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
6,380
shares
|
$3.25 Million
0.95% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
6,370
shares
|
$3.25 Million
3.18% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
6,369
shares
|
$3.25 Million
0.64% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,367
shares
|
$3.25 Million
1.38% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
6,366
shares
|
$3.25 Million
0.63% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,365
shares
|
$3.25 Million
0.6% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6,363
shares
|
$3.25 Million
0.27% of portfolio
|
Q2 2025
Added 5.05%
|