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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jul 22, 2025 Q2 2025 |
3,668
shares
|
$1.87 Million
0.9% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
3,667
shares
|
$1.87 Million
1.48% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Zeit Capital LLC
|
Aug 26, 2025 Q2 2025 |
3,665
shares
|
$1.87 Million
1.3% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,656
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
3,645
shares
|
$1.86 Million
0.95% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
3,644
shares
|
$1.86 Million
0.74% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
Jul 31, 2025 Q2 2025 |
3,636
shares
|
$1.85 Million
0.91% of portfolio
|
Q1 2025
Reduced 37.7%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,624
shares
|
$1.85 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
3,620
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2025
Reduced 15.06%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,616
shares
|
$1.84 Million
1.1% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
3,616
shares
|
$1.84 Million
1.46% of portfolio
|
Q2 2025
Reduced 58.37%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
3,615
shares
|
$1.84 Million
0.85% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
3,614
shares
|
$1.84 Million
1.22% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.84 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,611
shares
|
$1.84 Million
0.39% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
3,606
shares
|
$1.84 Million
1.14% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
3,597
shares
|
$1.83 Million
0.89% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
3,596
shares
|
$1.83 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
3,596
shares
|
$1.83 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
3,594
shares
|
$1.83 Million
0.6% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.83 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,590
shares
|
$1.83 Million
2.14% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,583
shares
|
$1.83 Million
0.53% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
3,574
shares
|
$1.82 Million
1.05% of portfolio
|
Q2 2025
Reduced 12.25%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 15, 2025 Q2 2025 |
3,569
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|