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 |
|---|---|---|---|---|---|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
2,857
shares
|
$1.44 Million
0.95% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
2,853
shares
|
$1.44 Million
0.18% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,842
shares
|
$1.43 Million
0.47% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
2,839
shares
|
$1.43 Million
0.61% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
2,837
shares
|
$1.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
2,832
shares
|
$1.43 Million
0.23% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,831
shares
|
$1.43 Million
0.6% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
2,825
shares
|
$1.42 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,815
shares
|
$1.42 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,809
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
2,809
shares
|
$1.41 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
2,808
shares
|
$1.41 Million
0.46% of portfolio
|
Q2 2025
Added 9.86%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,806
shares
|
$1.41 Million
0.4% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
2,804
shares
|
$1.41 Million
0.94% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
2,781
shares
|
$1.4 Million
0.82% of portfolio
|
Q1 2025
Added 176.72%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
2,779
shares
|
$1.4 Million
5.52% of portfolio
|
Q1 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
2,778
shares
|
$1.4 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
2,776
shares
|
$1.4 Million
0.81% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,772
shares
|
$1.4 Million
5.08% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$1.4 Million
0.73% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
2,766
shares
|
$1.39 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
2,754
shares
|
$1.39 Million
0.75% of portfolio
|
Q1 2025
Added 48.7%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
2,750
shares
|
$1.38 Million
0.26% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$1.38 Million
0.75% of portfolio
|
Q4 2024
New holding
|