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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,100
shares
|
$1.56 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.56 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.56 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,091
shares
|
$1.56 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
3,088
shares
|
$1.55 Million
0.76% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
3,086
shares
|
$1.55 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,080
shares
|
$1.55 Million
0.61% of portfolio
|
Q1 2025
Added 36.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,080
shares
|
$1.55 Million
1.11% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.55 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
3,067
shares
|
$1.54 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
3,066
shares
|
$1.54 Million
0.99% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
3,060
shares
|
$1.54 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$1.54 Million
0.88% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,052
shares
|
$1.54 Million
1.14% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
3,046
shares
|
$1.53 Million
1.14% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
3,045
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.53 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
3,035
shares
|
$1.53 Million
1.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
3,034
shares
|
$1.53 Million
1.34% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
3,031
shares
|
$1.53 Million
0.64% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,030
shares
|
$1.53 Million
0.75% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,027
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,024
shares
|
$1.52 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
3,024
shares
|
$1.52 Million
3.47% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
3,024
shares
|
$1.52 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.41%
|