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 |
|---|---|---|---|---|---|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
5,774
shares
|
$2.94 Million
2.3% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
5,773
shares
|
$2.94 Million
0.75% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
5,760
shares
|
$2.94 Million
1.82% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
5,756
shares
|
$2.94 Million
2.46% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
5,754
shares
|
$2.93 Million
0.73% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,747
shares
|
$2.93 Million
0.42% of portfolio
|
Q2 2023
Reduced 13.37%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
5,732
shares
|
$2.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
5,726
shares
|
$2.92 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,718
shares
|
$2.92 Million
0.82% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
5,718
shares
|
$2.92 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
5,708
shares
|
$2.91 Million
1.65% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
5,702
shares
|
$2.91 Million
1.64% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Aug 13, 2025 Q2 2025 |
5,701
shares
|
$2.91 Million
2.8% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
5,697
shares
|
$2.91 Million
1.38% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
5,691
shares
|
$2.9 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
5,685
shares
|
$2.9 Million
1.52% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,681
shares
|
$2.9 Million
1.41% of portfolio
|
Q2 2025
Added 74.26%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
5,676
shares
|
$2.89 Million
0.89% of portfolio
|
Q2 2025
Added 57.58%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
5,670
shares
|
$2.89 Million
1.55% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
5,669
shares
|
$2.89 Million
0.55% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
5,664
shares
|
$2.89 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
5,656
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 33.01%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
5,653
shares
|
$2.88 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
5,649
shares
|
$2.88 Million
3.46% of portfolio
|
Q1 2024
Reduced 2.5%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
5,632
shares
|
$2.87 Million
2.32% of portfolio
|
Q2 2025
Added 2.51%
|