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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
2,646
shares
|
$1.35 Million
0.82% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,642
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,638
shares
|
$1.35 Million
0.78% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
2,637
shares
|
$1.34 Million
0.54% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,628
shares
|
$1.34 Million
0.29% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
2,627
shares
|
$1.34 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,625
shares
|
$1.34 Million
0.93% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
2,625
shares
|
$1.34 Million
0.66% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
2,622
shares
|
$1.34 Million
0.53% of portfolio
|
Q2 2025
Added 60.56%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
2,615
shares
|
$1.33 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
2,614
shares
|
$1.33 Million
0.5% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
2,611
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 91.31%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
2,610
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Blackstone Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,600
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
2,600
shares
|
$1.33 Million
1.9% of portfolio
|
Q3 2024
Reduced 60.61%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
2,597
shares
|
$1.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
2,593
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
2,589
shares
|
$1.32 Million
1.18% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,584
shares
|
$1.32 Million
1.03% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
2,577
shares
|
$1.31 Million
0.88% of portfolio
|
Q2 2025
Added 7.55%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,576
shares
|
$1.31 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
2,573
shares
|
$1.31 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
2,569
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Aug 07, 2025 Q2 2025 |
2,567
shares
|
$1.31 Million
0.48% of portfolio
|
Q2 2025
Added 8.22%
|