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 |
|---|---|---|---|---|---|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,975
shares
|
$2.03 Million
0.22% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
3,974
shares
|
$2.03 Million
0.87% of portfolio
|
Q2 2025
Added 15.96%
|
|
|
Santori & Peters, Inc.
|
Jul 15, 2025 Q2 2025 |
3,966
shares
|
$2.02 Million
0.72% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,948
shares
|
$2.01 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
3,944
shares
|
$2.01 Million
0.29% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
3,939
shares
|
$2.01 Million
0.26% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,935
shares
|
$2.01 Million
3.48% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,935
shares
|
$2.01 Million
0.99% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
Jul 31, 2025 Q2 2025 |
3,935
shares
|
$2.01 Million
6.58% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,931
shares
|
$2 Million
1.26% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,931
shares
|
$2 Million
1.11% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
3,930
shares
|
$2 Million
0.65% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,927
shares
|
$2 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
3,924
shares
|
$2 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,924
shares
|
$2 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,922
shares
|
$2 Million
0.04% of portfolio
|
Q1 2023
Reduced 6.24%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
3,919
shares
|
$2 Million
0.42% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
3,915
shares
|
$2 Million
0.32% of portfolio
|
Q4 2023
Added 4.21%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,915
shares
|
$2 Million
0.61% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
3,913
shares
|
$2 Million
0.81% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
3,909
shares
|
$1.99 Million
1.12% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
3,905
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Profit Investment Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,898
shares
|
$1.99 Million
1.73% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
3,887
shares
|
$1.98 Million
0.38% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
3,887
shares
|
$1.98 Million
0.64% of portfolio
|
Q2 2025
Added 1.12%
|