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 |
|---|---|---|---|---|---|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
3,220
shares
|
$1.64 Million
0.73% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
3,219
shares
|
$1.64 Million
0.81% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
3,215
shares
|
$1.64 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
3,215
shares
|
$1.64 Million
0.57% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
3,215
shares
|
$1.64 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
3,213
shares
|
$1.64 Million
0.99% of portfolio
|
Q2 2025
Added 48.82%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.64 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
3,212
shares
|
$1.64 Million
0.71% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
3,211
shares
|
$1.64 Million
1.73% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,203
shares
|
$1.63 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Jul 21, 2025 Q2 2025 |
3,201
shares
|
$1.63 Million
1.61% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Castellan Group
Louisville, KY |
Jul 24, 2025 Q2 2025 |
3,200
shares
|
$1.63 Million
2.24% of portfolio
|
Q2 2025
Reduced 91.7%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
3,199
shares
|
$1.63 Million
0.56% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
3,192
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.63 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
3,185
shares
|
$1.62 Million
0.97% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,183
shares
|
$1.62 Million
1.21% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Asset Planning Corporation
|
Jul 23, 2025 Q2 2025 |
3,180
shares
|
$1.62 Million
0.84% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,165
shares
|
$1.61 Million
0.12% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jul 25, 2025 Q2 2025 |
3,165
shares
|
$1.61 Million
0.74% of portfolio
|
Q2 2025
Reduced 18.76%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
3,163
shares
|
$1.61 Million
1.28% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
3,161
shares
|
$1.61 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.61 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
|
$1.61 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Blvd Private Wealth, LLC
Prospect, KY |
Aug 25, 2025 Q2 2025 |
3,150
shares
|
$1.61 Million
1.48% of portfolio
|
Q2 2025
New holding
|