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 |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
3,057
shares
|
$1.56 Million
0.8% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
3,055
shares
|
$1.56 Million
0.88% of portfolio
|
Q2 2025
Reduced 23.43%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
3,052
shares
|
$1.56 Million
1.14% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Jul 30, 2025 Q2 2025 |
3,045
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.55 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
3,031
shares
|
$1.55 Million
1.44% of portfolio
|
Q2 2025
Added 43.99%
|
|
|
Columbia Advisory Partners LLC
|
Jul 23, 2025 Q2 2025 |
3,028
shares
|
$1.54 Million
1.35% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
3,025
shares
|
$1.54 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Spring Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,024
shares
|
$1.54 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
3,023
shares
|
$1.54 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
3,022
shares
|
$1.54 Million
0.9% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,019
shares
|
$1.54 Million
0.52% of portfolio
|
Q2 2025
Added 32.82%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
3,018
shares
|
$1.54 Million
0.89% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.54 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
3,008
shares
|
$1.53 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
3,008
shares
|
$1.53 Million
0.82% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Gruss & Co., LLC
|
Aug 04, 2025 Q2 2025 |
3,000
shares
|
$1.53 Million
6.98% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.53 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
De Lisle Partners LLP
Poole, X0 |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$1.53 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,998
shares
|
$1.53 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
2,995
shares
|
$1.53 Million
0.95% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
2,994
shares
|
$1.53 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
2,994
shares
|
$1.53 Million
1.1% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,993
shares
|
$1.53 Million
1.54% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,983
shares
|
$1.52 Million
1.32% of portfolio
|
Q2 2025
Reduced 6.93%
|