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 |
|---|---|---|---|---|---|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
5,200
shares
|
$2.65 Million
1.61% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,199
shares
|
$2.65 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
5,198
shares
|
$2.65 Million
1.32% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,188
shares
|
$2.65 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,186
shares
|
$2.64 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$2.64 Million
2.88% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
5,165
shares
|
$2.63 Million
1.9% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
5,150
shares
|
$2.63 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,148
shares
|
$2.63 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$2.62 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$2.62 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
5,130
shares
|
$2.62 Million
1.64% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,126
shares
|
$2.61 Million
1.48% of portfolio
|
Q1 2025
Reduced 67.63%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
5,125
shares
|
$2.61 Million
0.18% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
5,123
shares
|
$2.61 Million
1.15% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,123
shares
|
$2.61 Million
2.47% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
5,118
shares
|
$2.61 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
5,111
shares
|
$2.61 Million
0.62% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
5,111
shares
|
$2.61 Million
1.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
5,106
shares
|
$2.6 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
5,103
shares
|
$2.6 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
5,098
shares
|
$2.6 Million
0.86% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
5,097
shares
|
$2.6 Million
0.33% of portfolio
|
Q1 2025
Added 328.32%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
5,095
shares
|
$2.6 Million
0.74% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,090
shares
|
$2.6 Million
1.93% of portfolio
|
Q2 2025
Reduced 12.81%
|