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 |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
4,267
shares
|
$2.18 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
4,265
shares
|
$2.18 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jul 14, 2025 Q2 2025 |
4,265
shares
|
$2.18 Million
1.32% of portfolio
|
Q4 2023
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
4,265
shares
|
$2.18 Million
0.45% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Private Capital Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
4,261
shares
|
$2.17 Million
0.26% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
4,259
shares
|
$2.17 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,257
shares
|
$2.17 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
4,253
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Reduced 58.6%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
4,252
shares
|
$2.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
4,245
shares
|
$2.17 Million
2.68% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
4,245
shares
|
$2.17 Million
3.31% of portfolio
|
Q2 2025
Reduced 86.88%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,244
shares
|
$2.16 Million
1.01% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
4,243
shares
|
$2.16 Million
1.17% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Aug 13, 2025 Q2 2025 |
4,240
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
4,240
shares
|
$2.16 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,230
shares
|
$2.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,226
shares
|
$2.16 Million
1.88% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
4,221
shares
|
$2.15 Million
0.15% of portfolio
|
Q2 2025
Added 347.61%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
4,216
shares
|
$2.15 Million
1.32% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
4,209
shares
|
$2.15 Million
1.55% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
4,200
shares
|
$2.14 Million
2.86% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,198
shares
|
$2.14 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$2.14 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$2.14 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Aug 05, 2025 Q2 2025 |
4,189
shares
|
$2.14 Million
1.02% of portfolio
|
Q2 2025
Added 5.52%
|