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 |
|---|---|---|---|---|---|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
3,186
shares
|
$1.6 Million
0.82% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,185
shares
|
$1.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
3,182
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2025
Added 110.73%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
3,179
shares
|
$1.6 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
3,169
shares
|
$1.6 Million
0.42% of portfolio
|
Q1 2025
Added 39.91%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,167
shares
|
$1.59 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
3,166
shares
|
$1.59 Million
0.42% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,163
shares
|
$1.59 Million
0.72% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,163
shares
|
$1.59 Million
1.28% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
3,162
shares
|
$1.59 Million
1.07% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
3,161
shares
|
$1.59 Million
0.63% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
3,161
shares
|
$1.59 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.59 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
3,151
shares
|
$1.59 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,149
shares
|
$1.59 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
3,149
shares
|
$1.59 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,137
shares
|
$1.58 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
3,137
shares
|
$1.58 Million
0.28% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
3,134
shares
|
$1.58 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
3,123
shares
|
$1.57 Million
3.66% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,119
shares
|
$1.57 Million
1.24% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
3,118
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
3,108
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 280.88%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.56 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
3,103
shares
|
$1.56 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.77%
|