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 |
|---|---|---|---|---|---|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
4,472
shares
|
$2.28 Million
0.67% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
4,466
shares
|
$2.28 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
4,463
shares
|
$2.28 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,463
shares
|
$2.28 Million
0.93% of portfolio
|
Q2 2025
Reduced 31.77%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
4,458
shares
|
$2.27 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,457
shares
|
$2.27 Million
0.74% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
4,451
shares
|
$2.27 Million
1.83% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,449
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
4,448
shares
|
$2.27 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$2.26 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
4,432
shares
|
$2.26 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
4,420
shares
|
$2.25 Million
1.19% of portfolio
|
Q2 2025
Added 352.41%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
4,416
shares
|
$2.25 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
4,415
shares
|
$2.25 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
4,409
shares
|
$2.25 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
4,402
shares
|
$2.25 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
4,400
shares
|
$2.24 Million
1.34% of portfolio
|
Q4 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
4,400
shares
|
$2.24 Million
1.58% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
4,398
shares
|
$2.24 Million
2.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$2.24 Million
0.34% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
4,387
shares
|
$2.24 Million
0.57% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,385
shares
|
$2.24 Million
0.41% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
4,382
shares
|
$2.23 Million
0.26% of portfolio
|
Q2 2025
Added 12.59%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,381
shares
|
$2.23 Million
1.33% of portfolio
|
Q2 2025
Added 45.07%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$2.23 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|