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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
3,470
shares
|
$1.77 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
3,469
shares
|
$1.77 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
3,469
shares
|
$1.77 Million
2.05% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.77 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
3,459
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,448
shares
|
$1.76 Million
1.21% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,444
shares
|
$1.76 Million
0.4% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
3,438
shares
|
$1.75 Million
0.95% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
3,432
shares
|
$1.75 Million
0.38% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,428
shares
|
$1.75 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Elite Life Management LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,423
shares
|
$1.75 Million
4.38% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
3,421
shares
|
$1.74 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,421
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
3,419
shares
|
$1.74 Million
1.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,414
shares
|
$1.74 Million
0.81% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
3,412
shares
|
$1.74 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,409
shares
|
$1.74 Million
1.43% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,408
shares
|
$1.74 Million
0.79% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,404
shares
|
$1.74 Million
1.24% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
3,403
shares
|
$1.74 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Edgewood Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
3,394
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.9%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
3,393
shares
|
$1.73 Million
0.29% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3,387
shares
|
$1.73 Million
0.99% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Aug 04, 2025 Q2 2025 |
3,386
shares
|
$1.73 Million
3.24% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,385
shares
|
$1.73 Million
1.13% of portfolio
|
Q2 2025
Reduced 3.86%
|