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 |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3,385
shares
|
$1.73 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,379
shares
|
$1.72 Million
1.09% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
3,379
shares
|
$1.72 Million
1.23% of portfolio
|
Q2 2025
Added 39.86%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
3,379
shares
|
$1.72 Million
0.2% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
3,362
shares
|
$1.71 Million
0.09% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Diker Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,362
shares
|
$1.71 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,355
shares
|
$1.71 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
3,353
shares
|
$1.71 Million
1.03% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,353
shares
|
$1.71 Million
1.78% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.71 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,349
shares
|
$1.71 Million
0.17% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
3,343
shares
|
$1.7 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$1.7 Million
1.43% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
3,338
shares
|
$1.7 Million
0.48% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
3,334
shares
|
$1.7 Million
1.76% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
3,333
shares
|
$1.7 Million
1.18% of portfolio
|
Q2 2025
Reduced 33.35%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
3,331
shares
|
$1.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
3,331
shares
|
$1.7 Million
0.8% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
3,327
shares
|
$1.7 Million
1.68% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
3,315
shares
|
$1.69 Million
0.83% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
3,312
shares
|
$1.69 Million
1.4% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$1.68 Million
1.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Jul 22, 2025 Q2 2025 |
3,300
shares
|
$1.68 Million
1.9% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
3,292
shares
|
$1.68 Million
0.94% of portfolio
|
Q2 2025
Added 64.68%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.68 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|