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 |
|---|---|---|---|---|---|
|
Samjo Capital LLC
|
Nov 14, 2023 Q3 2023 |
6,250
shares
|
$3.19 Million
0.78% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
6,250
shares
|
$3.19 Million
0.92% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
6,246
shares
|
$3.19 Million
1.02% of portfolio
|
Q3 2022
Added 13.6%
|
|
|
Trevian Wealth Management LLC
|
Jul 24, 2025 Q2 2025 |
6,246
shares
|
$3.19 Million
1.9% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
6,243
shares
|
$3.18 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,238
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
6,229
shares
|
$3.18 Million
2.41% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$3.17 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
6,214
shares
|
$3.17 Million
2.38% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
6,213
shares
|
$3.17 Million
2.86% of portfolio
|
Q2 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
6,212
shares
|
$3.17 Million
2.04% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
6,210
shares
|
$3.17 Million
1.53% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
6,200
shares
|
$3.16 Million
0.97% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
6,200
shares
|
$3.16 Million
1.36% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
6,196
shares
|
$3.16 Million
2.31% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
6,191
shares
|
$3.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
6,167
shares
|
$3.15 Million
1.95% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
6,166
shares
|
$3.14 Million
2.04% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$3.14 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$3.14 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
6,162
shares
|
$3.14 Million
1.04% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
6,150
shares
|
$3.14 Million
0.82% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
6,145
shares
|
$3.13 Million
2.13% of portfolio
|
Q2 2025
Added 15.57%
|
|
|
Nia Impact Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
6,133
shares
|
$3.13 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Jul 22, 2025 Q2 2025 |
6,131
shares
|
$3.13 Million
2.75% of portfolio
|
Q2 2025
Added 3.27%
|