Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,331
shares
|
$1.68 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
3,327
shares
|
$1.68 Million
1.68% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,314
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
3,314
shares
|
$1.67 Million
0.87% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,313
shares
|
$1.67 Million
0.91% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,311
shares
|
$1.67 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
3,310
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
3,310
shares
|
$1.67 Million
0.47% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
3,307
shares
|
$1.67 Million
0.24% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,306
shares
|
$1.66 Million
0.16% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
3,298
shares
|
$1.66 Million
1.4% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
3,297
shares
|
$1.66 Million
0.6% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.66 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
3,289
shares
|
$1.66 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,287
shares
|
$1.66 Million
0.43% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
3,286
shares
|
$1.65 Million
0.65% of portfolio
|
Q1 2025
Reduced 55.83%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
3,286
shares
|
$1.65 Million
1.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
3,286
shares
|
$1.65 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.65 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
3,278
shares
|
$1.65 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,275
shares
|
$1.65 Million
0.75% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
3,275
shares
|
$1.65 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.65 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
3,271
shares
|
$1.65 Million
2.59% of portfolio
|
Q1 2025
Added 8.96%
|