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 |
|---|---|---|---|---|---|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
4,186
shares
|
$2.13 Million
0.54% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
4,176
shares
|
$2.13 Million
0.8% of portfolio
|
Q2 2025
Reduced 45.75%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
4,176
shares
|
$2.13 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
4,174
shares
|
$2.13 Million
1.46% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
4,171
shares
|
$2.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,169
shares
|
$2.13 Million
2.98% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,166
shares
|
$2.12 Million
1.56% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,166
shares
|
$2.12 Million
5.92% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
4,166
shares
|
$2.12 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,160
shares
|
$2.12 Million
0.79% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
4,150
shares
|
$2.12 Million
0.89% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
4,139
shares
|
$2.11 Million
1.83% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
4,138
shares
|
$2.11 Million
0.74% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
4,120
shares
|
$2.1 Million
1.87% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,113
shares
|
$2.1 Million
1.06% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
4,110
shares
|
$2.1 Million
1.17% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,110
shares
|
$2.1 Million
1.7% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$2.1 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Aug 04, 2025 Q2 2025 |
4,108
shares
|
$2.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
4,107
shares
|
$2.09 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
4,101
shares
|
$2.09 Million
0.77% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,099
shares
|
$2.09 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Phocas Financial Corp.
Alameda, CA |
Aug 05, 2025 Q2 2025 |
4,080
shares
|
$2.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
4,079
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Reduced 14.49%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$2.08 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|