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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
2,806
shares
|
$1.43 Million
0.4% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
2,805
shares
|
$1.43 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
2,801
shares
|
$1.43 Million
0.85% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Define Financial, LLC
San Diego, CA |
Jul 15, 2025 Q2 2025 |
2,797
shares
|
$1.43 Million
0.92% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,789
shares
|
$1.42 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,785
shares
|
$1.42 Million
0.48% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
2,784
shares
|
$1.42 Million
1.13% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
2,779
shares
|
$1.42 Million
0.84% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
2,773
shares
|
$1.41 Million
0.92% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,772
shares
|
$1.41 Million
5.08% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jul 24, 2025 Q2 2025 |
2,772
shares
|
$1.41 Million
0.83% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
2,771
shares
|
$1.41 Million
0.68% of portfolio
|
Q2 2025
Reduced 83.08%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
2,771
shares
|
$1.41 Million
0.68% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.41 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
2,761
shares
|
$1.41 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
2,760
shares
|
$1.41 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
2,759
shares
|
$1.41 Million
1.12% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
2,755
shares
|
$1.41 Million
0.53% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
2,753
shares
|
$1.4 Million
1.07% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,746
shares
|
$1.4 Million
0.96% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
2,739
shares
|
$1.4 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
2,737
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
2,736
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
2,735
shares
|
$1.39 Million
1.12% of portfolio
|
Q2 2025
Added 103.19%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
2,728
shares
|
$1.39 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.03%
|