Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,506 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.62 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
5,689
shares
|
$2.86 Million
0.77% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,681
shares
|
$2.86 Million
1.41% of portfolio
|
Q2 2025
Added 74.26%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
5,676
shares
|
$2.86 Million
0.89% of portfolio
|
Q2 2025
Added 57.58%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
5,674
shares
|
$2.85 Million
0.92% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
5,669
shares
|
$2.85 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
5,659
shares
|
$2.85 Million
1.42% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,653
shares
|
$2.84 Million
0.88% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
5,651
shares
|
$2.84 Million
2.17% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,649
shares
|
$2.84 Million
3.46% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
5,632
shares
|
$2.83 Million
2.32% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
5,631
shares
|
$2.83 Million
0.4% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,627
shares
|
$2.83 Million
2.17% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
May 08, 2025 Q1 2025 |
5,617
shares
|
$2.83 Million
0.55% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
5,610
shares
|
$2.82 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
5,610
shares
|
$2.82 Million
1.96% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
5,609
shares
|
$2.82 Million
0.51% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,606
shares
|
$2.82 Million
1.57% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
5,601
shares
|
$2.82 Million
0.63% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,598
shares
|
$2.82 Million
3.09% of portfolio
|
Q3 2023
Reduced 24.34%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
5,578
shares
|
$2.81 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
5,573
shares
|
$2.8 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,564
shares
|
$2.8 Million
1.22% of portfolio
|
Q4 2024
Added 108.39%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
5,564
shares
|
$2.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Campion Asset Management
|
May 12, 2025 Q1 2025 |
5,563
shares
|
$2.8 Million
1.62% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
5,563
shares
|
$2.8 Million
1.74% of portfolio
|
Q1 2025
Reduced 8.22%
|