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 |
|---|---|---|---|---|---|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$2.59 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
5,073
shares
|
$2.59 Million
1.65% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
5,072
shares
|
$2.59 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,069
shares
|
$2.59 Million
1.25% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
5,060
shares
|
$2.58 Million
1.03% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,057
shares
|
$2.58 Million
0.58% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
5,055
shares
|
$2.58 Million
2.31% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
5,055
shares
|
$2.58 Million
1.12% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Aug 08, 2025 Q2 2025 |
5,049
shares
|
$2.58 Million
1.94% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
5,048
shares
|
$2.57 Million
0.94% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
5,028
shares
|
$2.56 Million
0.87% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,026
shares
|
$2.56 Million
0.62% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,019
shares
|
$2.56 Million
1.58% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
5,019
shares
|
$2.56 Million
1.88% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
5,017
shares
|
$2.56 Million
1.83% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
5,014
shares
|
$2.56 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,013
shares
|
$2.56 Million
0.33% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Opus Investment Management Inc
|
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$2.55 Million
1.67% of portfolio
|
Q1 2020
Reduced 14.53%
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$2.55 Million
1.82% of portfolio
|
Q2 2025
Added 376.19%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,000
shares
|
$2.55 Million
1.2% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,992
shares
|
$2.55 Million
2.26% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
4,987
shares
|
$2.54 Million
0.83% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,985
shares
|
$2.54 Million
2.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
4,985
shares
|
$2.54 Million
1.41% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
4,984
shares
|
$2.54 Million
0.68% of portfolio
|
Q2 2025
Added 8.89%
|