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 |
|---|---|---|---|---|---|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
4,540
shares
|
$2.32 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
4,539
shares
|
$2.31 Million
0.39% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,538
shares
|
$2.31 Million
1.18% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,537
shares
|
$2.31 Million
2.42% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
4,533
shares
|
$2.31 Million
2.36% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
4,529
shares
|
$2.31 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,529
shares
|
$2.31 Million
0.66% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
4,527
shares
|
$2.31 Million
0.47% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Prairiewood Capital, LLC
|
Jul 16, 2025 Q2 2025 |
4,526
shares
|
$2.31 Million
0.84% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
4,525
shares
|
$2.31 Million
1.35% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,522
shares
|
$2.31 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,520
shares
|
$2.31 Million
1.32% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
4,516
shares
|
$2.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.28%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
4,514
shares
|
$2.3 Million
0.64% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,504
shares
|
$2.3 Million
1.29% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$2.3 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
4,504
shares
|
$2.3 Million
0.74% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
4,504
shares
|
$2.3 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
4,494
shares
|
$2.29 Million
1.4% of portfolio
|
Q2 2025
Added 73.71%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
4,490
shares
|
$2.29 Million
2.25% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
4,489
shares
|
$2.29 Million
1.33% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$2.29 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
4,486
shares
|
$2.29 Million
0.83% of portfolio
|
Q1 2025
Reduced 94.66%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
4,484
shares
|
$2.29 Million
0.94% of portfolio
|
Q2 2025
Reduced 32.57%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,476
shares
|
$2.28 Million
1.77% of portfolio
|
Q2 2025
Added 0.7%
|