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 |
|---|---|---|---|---|---|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
6,000
shares
|
$3.06 Million
0.43% of portfolio
|
Q1 2021
New holding
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$3.06 Million
0.98% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Birnam Oak Advisors, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
6,000
shares
|
$3.06 Million
0.88% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
5,994
shares
|
$3.06 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
5,985
shares
|
$3.05 Million
1.21% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
5,978
shares
|
$3.05 Million
1.61% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,977
shares
|
$3.05 Million
1.16% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
5,971
shares
|
$3.05 Million
2.39% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,970
shares
|
$3.04 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Jul 24, 2025 Q2 2025 |
5,969
shares
|
$3.04 Million
2.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,964
shares
|
$3.04 Million
1.71% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,960
shares
|
$3.04 Million
1.53% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
5,945
shares
|
$3.03 Million
1.4% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
5,944
shares
|
$3.03 Million
0.66% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
5,933
shares
|
$3.03 Million
1.32% of portfolio
|
Q2 2025
Added 278.62%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
5,928
shares
|
$3.02 Million
1.26% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
5,924
shares
|
$3.02 Million
2.26% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
5,923
shares
|
$3.02 Million
2.26% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
5,920
shares
|
$3.02 Million
1.93% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
5,912
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
5,912
shares
|
$3.02 Million
2.61% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
5,902
shares
|
$3.01 Million
1.82% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,902
shares
|
$3.01 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
5,899
shares
|
$3.01 Million
2.27% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
5,898
shares
|
$3.01 Million
2.24% of portfolio
|
Q2 2025
Added 2.97%
|