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 |
|---|---|---|---|---|---|
|
Dixon Fnancial Services, Inc.
|
Apr 22, 2025 Q1 2025 |
5,448
shares
|
$2.74 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
5,448
shares
|
$2.74 Million
0.23% of portfolio
|
Q3 2022
Reduced 34.47%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,447
shares
|
$2.74 Million
2.23% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
5,434
shares
|
$2.73 Million
1.92% of portfolio
|
Q1 2025
Added 22.03%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,422
shares
|
$2.73 Million
1.11% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jul 10, 2025 Q2 2025 |
5,405
shares
|
$2.72 Million
2.07% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
5,394
shares
|
$2.71 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
5,389
shares
|
$2.71 Million
1.06% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
5,374
shares
|
$2.7 Million
1.84% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
5,370
shares
|
$2.7 Million
0.99% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,367
shares
|
$2.7 Million
0.97% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.7 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
5,361
shares
|
$2.7 Million
1.46% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
5,351
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
5,350
shares
|
$2.69 Million
0.57% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,347
shares
|
$2.69 Million
2.7% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
5,334
shares
|
$2.68 Million
1.35% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,333
shares
|
$2.68 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
5,317
shares
|
$2.67 Million
1.53% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,308
shares
|
$2.67 Million
0.66% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
5,304
shares
|
$2.67 Million
3.66% of portfolio
|
Q1 2025
Reduced 92.52%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,299
shares
|
$2.67 Million
0.84% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
5,297
shares
|
$2.66 Million
1.92% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
5,297
shares
|
$2.66 Million
2.18% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
5,288
shares
|
$2.66 Million
0.7% of portfolio
|
Q1 2025
Added 12.03%
|