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 |
|---|---|---|---|---|---|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
3,568
shares
|
$1.82 Million
0.84% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
3,560
shares
|
$1.82 Million
0.45% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
3,546
shares
|
$1.81 Million
0.11% of portfolio
|
Q2 2025
Reduced 26.51%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
3,541
shares
|
$1.81 Million
0.31% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
3,538
shares
|
$1.8 Million
1.13% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Ferguson Shapiro LLC
|
Aug 01, 2025 Q2 2025 |
3,536
shares
|
$1.8 Million
0.91% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
3,534
shares
|
$1.8 Million
0.36% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
3,533
shares
|
$1.8 Million
1.34% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.8 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
3,520
shares
|
$1.8 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,516
shares
|
$1.79 Million
0.66% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
3,515
shares
|
$1.79 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
3,511
shares
|
$1.79 Million
0.78% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.79 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$1.79 Million
1.03% of portfolio
|
Q2 2025
Added 29.63%
|
|
|
Croban
Fremont, OH |
Aug 08, 2025 Q2 2025 |
3,499
shares
|
$1.78 Million
1.49% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,498
shares
|
$1.78 Million
1.06% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
3,497
shares
|
$1.78 Million
0.63% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,489
shares
|
$1.78 Million
0.59% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.78 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,484
shares
|
$1.78 Million
0.45% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
3,482
shares
|
$1.78 Million
1.98% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
3,482
shares
|
$1.78 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,473
shares
|
$1.77 Million
1.42% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
3,471
shares
|
$1.77 Million
0.21% of portfolio
|
Q2 2025
Added 4.99%
|