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 |
|---|---|---|---|---|---|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
2,720
shares
|
$1.39 Million
0.23% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.39 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
2,717
shares
|
$1.39 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,716
shares
|
$1.39 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
2,715
shares
|
$1.38 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
2,712
shares
|
$1.38 Million
0.72% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Algebris (Uk) LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
2,708
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
Added 175.48%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,707
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
2,706
shares
|
$1.38 Million
1.15% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
2,701
shares
|
$1.38 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
2,701
shares
|
$1.38 Million
0.51% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
2,693
shares
|
$1.37 Million
1.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
2,689
shares
|
$1.37 Million
1.03% of portfolio
|
Q1 2025
Reduced 28.0%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
2,687
shares
|
$1.37 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Aug 14, 2025 Q2 2025 |
2,685
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
2,682
shares
|
$1.37 Million
2.25% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
2,680
shares
|
$1.37 Million
0.45% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
2,679
shares
|
$1.37 Million
0.3% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,677
shares
|
$1.37 Million
0.84% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
2,673
shares
|
$1.36 Million
0.88% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Jul 22, 2025 Q2 2025 |
2,672
shares
|
$1.36 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,667
shares
|
$1.36 Million
0.61% of portfolio
|
Q2 2025
Reduced 80.41%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
2,664
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
2,661
shares
|
$1.36 Million
0.46% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,647
shares
|
$1.35 Million
0.66% of portfolio
|
Q2 2025
Added 0.99%
|