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 |
|---|---|---|---|---|---|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
5,500
shares
|
$2.81 Million
5.14% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$2.81 Million
1.07% of portfolio
|
Q2 2025
Added 27.91%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,491
shares
|
$2.8 Million
3.14% of portfolio
|
Q3 2024
Added 91.79%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
5,490
shares
|
$2.8 Million
1.64% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
5,478
shares
|
$2.79 Million
0.48% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
5,473
shares
|
$2.79 Million
0.48% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
5,465
shares
|
$2.79 Million
1.52% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
5,462
shares
|
$2.79 Million
0.1% of portfolio
|
Q3 2022
Reduced 0.42%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
5,459
shares
|
$2.78 Million
0.78% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fosun International LTD
|
Aug 14, 2025 Q2 2025 |
5,450
shares
|
$2.78 Million
1.67% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
5,448
shares
|
$2.78 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
5,447
shares
|
$2.78 Million
2.23% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,422
shares
|
$2.77 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
|
$2.76 Million
2.07% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,399
shares
|
$2.75 Million
4.12% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
5,397
shares
|
$2.75 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
5,394
shares
|
$2.75 Million
1.81% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
5,392
shares
|
$2.75 Million
2.12% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,384
shares
|
$2.75 Million
4.1% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
5,381
shares
|
$2.74 Million
1.58% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,380
shares
|
$2.74 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
5,379
shares
|
$2.74 Million
0.75% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
5,376
shares
|
$2.74 Million
1.56% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
5,371
shares
|
$2.74 Million
1.66% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
5,367
shares
|
$2.74 Million
0.97% of portfolio
|
Q2 2025
Added 0.3%
|