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 |
|---|---|---|---|---|---|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
6,354
shares
|
$3.24 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
6,354
shares
|
$3.24 Million
1.26% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
6,340
shares
|
$3.23 Million
1.88% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
6,332
shares
|
$3.23 Million
0.81% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,326
shares
|
$3.23 Million
1.2% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
6,322
shares
|
$3.22 Million
1.55% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
6,318
shares
|
$3.22 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$3.22 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
6,317
shares
|
$3.22 Million
2.46% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
6,312
shares
|
$3.22 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,311
shares
|
$3.22 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
6,305
shares
|
$3.22 Million
0.54% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
6,303
shares
|
$3.21 Million
2.25% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
6,301
shares
|
$3.21 Million
0.67% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
6,301
shares
|
$3.21 Million
2.2% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,297
shares
|
$3.21 Million
0.23% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
6,295
shares
|
$3.21 Million
1.89% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,294
shares
|
$3.21 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
6,285
shares
|
$3.21 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
6,281
shares
|
$3.2 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Gunderson Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
6,281
shares
|
$3.2 Million
1.41% of portfolio
|
Q2 2025
Added 911.43%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
6,265
shares
|
$3.2 Million
1.36% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
6,260
shares
|
$3.19 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
6,252
shares
|
$3.19 Million
0.43% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$3.19 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|