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 |
|---|---|---|---|---|---|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,627
shares
|
$2.87 Million
2.17% of portfolio
|
Q3 2022
Reduced 0.93%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
5,626
shares
|
$2.87 Million
1.92% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
5,624
shares
|
$2.87 Million
2.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,606
shares
|
$2.86 Million
1.57% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
5,605
shares
|
$2.86 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
5,605
shares
|
$2.86 Million
0.95% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
5,598
shares
|
$2.86 Million
3.09% of portfolio
|
Q3 2023
Reduced 24.34%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
5,588
shares
|
$2.85 Million
0.97% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
5,576
shares
|
$2.84 Million
1.92% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
5,573
shares
|
$2.84 Million
2.42% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
5,563
shares
|
$2.84 Million
2.08% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
5,561
shares
|
$2.84 Million
2.06% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
5,550
shares
|
$2.83 Million
1.73% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,543
shares
|
$2.83 Million
1.38% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
5,542
shares
|
$2.83 Million
0.38% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
5,538
shares
|
$2.82 Million
0.38% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,526
shares
|
$2.82 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
|
$2.82 Million
1.0% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
5,522
shares
|
$2.82 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
5,520
shares
|
$2.82 Million
1.52% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
5,514
shares
|
$2.81 Million
0.27% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
5,514
shares
|
$2.81 Million
0.65% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
5,510
shares
|
$2.81 Million
1.3% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
5,505
shares
|
$2.81 Million
0.77% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
5,504
shares
|
$2.81 Million
2.89% of portfolio
|
Q4 2024
Reduced 14.39%
|