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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
5,364
shares
|
$2.74 Million
1.0% of portfolio
|
Q2 2022
Added 1.42%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
5,350
shares
|
$2.73 Million
0.57% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
5,347
shares
|
$2.73 Million
2.7% of portfolio
|
Q3 2023
Added 34.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,347
shares
|
$2.73 Million
0.37% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
5,337
shares
|
$2.72 Million
0.73% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,333
shares
|
$2.72 Million
2.23% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
5,306
shares
|
$2.71 Million
4.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
5,297
shares
|
$2.7 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
|
$2.7 Million
2.18% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$2.7 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$2.69 Million
0.34% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
5,272
shares
|
$2.69 Million
2.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
5,271
shares
|
$2.69 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
5,271
shares
|
$2.69 Million
2.12% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
5,269
shares
|
$2.69 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
5,268
shares
|
$2.69 Million
3.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
5,264
shares
|
$2.68 Million
0.66% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,262
shares
|
$2.68 Million
2.32% of portfolio
|
Q2 2025
Added 22.29%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2025 Q2 2025 |
5,254
shares
|
$2.68 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
5,230
shares
|
$2.67 Million
1.64% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
5,229
shares
|
$2.67 Million
2.09% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,228
shares
|
$2.67 Million
0.85% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,227
shares
|
$2.67 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
5,211
shares
|
$2.66 Million
0.94% of portfolio
|
Q2 2025
Reduced 24.13%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 8.56%
|