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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,127
shares
|
$3.12 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
6,126
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,119
shares
|
$3.12 Million
1.18% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,119
shares
|
$3.12 Million
8.62% of portfolio
|
Q3 2023
Reduced 59.88%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
6,118
shares
|
$3.12 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
6,097
shares
|
$3.11 Million
3.28% of portfolio
|
Q4 2023
Reduced 4.36%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
6,089
shares
|
$3.11 Million
2.54% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,089
shares
|
$3.11 Million
1.67% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
6,086
shares
|
$3.1 Million
0.35% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
6,085
shares
|
$3.1 Million
0.56% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
6,084
shares
|
$3.1 Million
2.84% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Sandler Capital Management
New York, NY |
Aug 14, 2025 Q2 2025 |
6,081
shares
|
$3.1 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
6,065
shares
|
$3.09 Million
1.75% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
6,064
shares
|
$3.09 Million
0.94% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Sanchez Wealth Management Group
|
Aug 07, 2025 Q2 2025 |
6,063
shares
|
$3.09 Million
0.78% of portfolio
|
Q2 2025
Reduced 33.65%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
6,059
shares
|
$3.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
6,044
shares
|
$3.08 Million
2.23% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Aug 05, 2025 Q2 2025 |
6,039
shares
|
$3.08 Million
3.47% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
6,037
shares
|
$3.08 Million
0.58% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
6,032
shares
|
$3.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 91.32%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
6,023
shares
|
$3.07 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
6,022
shares
|
$3.07 Million
0.85% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,018
shares
|
$3.07 Million
0.56% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
6,018
shares
|
$3.07 Million
2.46% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,004
shares
|
$3.06 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.24%
|