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 |
|---|---|---|---|---|---|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
5,561
shares
|
$2.8 Million
2.06% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
5,550
shares
|
$2.79 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
5,539
shares
|
$2.79 Million
2.15% of portfolio
|
Q1 2025
Added 367.43%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
5,537
shares
|
$2.79 Million
0.39% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
5,531
shares
|
$2.78 Million
1.75% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,526
shares
|
$2.78 Million
0.5% of portfolio
|
Q2 2025
Added 31.51%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
5,523
shares
|
$2.78 Million
1.0% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
5,521
shares
|
$2.78 Million
0.75% of portfolio
|
Q1 2025
Added 11.18%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
5,513
shares
|
$2.77 Million
0.22% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
5,513
shares
|
$2.77 Million
0.51% of portfolio
|
Q1 2025
Added 73.15%
|
|
|
Financial Advisors Network, Inc.
|
May 13, 2025 Q1 2025 |
5,511
shares
|
$2.77 Million
0.34% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
5,509
shares
|
$2.77 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
5,505
shares
|
$2.77 Million
0.53% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,505
shares
|
$2.77 Million
0.74% of portfolio
|
Q1 2025
Reduced 25.17%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
5,504
shares
|
$2.77 Million
2.89% of portfolio
|
Q4 2024
Reduced 14.39%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,503
shares
|
$2.77 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
5,500
shares
|
$2.77 Million
4.66% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,497
shares
|
$2.77 Million
0.59% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.76 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
5,487
shares
|
$2.76 Million
0.52% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,473
shares
|
$2.75 Million
0.06% of portfolio
|
Q1 2025
Reduced 94.31%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
5,465
shares
|
$2.75 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.75 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
5,456
shares
|
$2.74 Million
0.66% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,455
shares
|
$2.74 Million
1.05% of portfolio
|
Q1 2025
Added 2.52%
|