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 |
|---|---|---|---|---|---|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,890
shares
|
$3 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
5,884
shares
|
$3 Million
1.78% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
5,883
shares
|
$3 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
5,883
shares
|
$3 Million
1.18% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
5,872
shares
|
$2.99 Million
0.49% of portfolio
|
Q1 2025
Added 45.71%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
5,870
shares
|
$2.99 Million
0.93% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
5,869
shares
|
$2.99 Million
2.94% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
5,837
shares
|
$2.98 Million
1.46% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
5,836
shares
|
$2.98 Million
1.19% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,825
shares
|
$2.97 Million
3.29% of portfolio
|
Q1 2023
Reduced 4.62%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
5,819
shares
|
$2.97 Million
0.8% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
5,819
shares
|
$2.97 Million
1.3% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,817
shares
|
$2.97 Million
3.5% of portfolio
|
Q2 2025
Added 46.71%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
5,817
shares
|
$2.97 Million
2.51% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
5,811
shares
|
$2.96 Million
2.65% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
5,811
shares
|
$2.96 Million
0.36% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,807
shares
|
$2.96 Million
1.93% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
5,806
shares
|
$2.96 Million
1.39% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
5,804
shares
|
$2.96 Million
0.38% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
5,799
shares
|
$2.96 Million
0.45% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
5,796
shares
|
$2.96 Million
0.25% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
5,789
shares
|
$2.95 Million
2.43% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
5,784
shares
|
$2.95 Million
0.7% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,781
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 99.6%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
5,776
shares
|
$2.95 Million
2.22% of portfolio
|
Q2 2025
Reduced 0.19%
|