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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
3,290
shares
|
$1.68 Million
0.72% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.68 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.67 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,280
shares
|
$1.67 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,274
shares
|
$1.67 Million
0.4% of portfolio
|
Q2 2025
Reduced 56.35%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.67 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
3,269
shares
|
$1.67 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
3,264
shares
|
$1.66 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,262
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.66 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
3,258
shares
|
$1.66 Million
0.99% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
3,255
shares
|
$1.66 Million
0.87% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Wallace Hart LLC
Lexington, KY |
Aug 14, 2025 Q2 2025 |
3,247
shares
|
$1.66 Million
1.29% of portfolio
|
Q2 2025
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Aug 13, 2025 Q2 2025 |
3,244
shares
|
$1.65 Million
0.51% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,243
shares
|
$1.65 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,242
shares
|
$1.65 Million
0.62% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
3,241
shares
|
$1.65 Million
1.37% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,240
shares
|
$1.65 Million
4.09% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.65 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
3,233
shares
|
$1.65 Million
1.12% of portfolio
|
Q2 2025
Added 48.64%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
3,232
shares
|
$1.65 Million
0.91% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
3,227
shares
|
$1.65 Million
0.62% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
3,225
shares
|
$1.64 Million
1.32% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,224
shares
|
$1.64 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,223
shares
|
$1.64 Million
1.54% of portfolio
|
Q2 2025
Added 0.03%
|