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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.92 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Guardian Financial Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,770
shares
|
$1.92 Million
1.11% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.92 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
3,767
shares
|
$1.92 Million
1.44% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
3,761
shares
|
$1.92 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,759
shares
|
$1.92 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
3,758
shares
|
$1.92 Million
0.41% of portfolio
|
Q2 2025
Reduced 89.96%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
3,749
shares
|
$1.91 Million
1.43% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
3,741
shares
|
$1.91 Million
0.76% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
3,739
shares
|
$1.91 Million
1.75% of portfolio
|
Q2 2025
Reduced 41.68%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
3,737
shares
|
$1.91 Million
1.43% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
3,736
shares
|
$1.91 Million
0.62% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,726
shares
|
$1.9 Million
2.0% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
3,724
shares
|
$1.9 Million
0.58% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,721
shares
|
$1.9 Million
0.93% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,720
shares
|
$1.9 Million
1.45% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.89 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,701
shares
|
$1.89 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
Aug 04, 2025 Q2 2025 |
3,699
shares
|
$1.89 Million
1.52% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Aug 13, 2025 Q2 2025 |
3,685
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
3,684
shares
|
$1.88 Million
1.28% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.87 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
3,670
shares
|
$1.87 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,669
shares
|
$1.87 Million
0.6% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
3,668
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2025
Added 10.68%
|