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 |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
2,562
shares
|
$1.31 Million
1.08% of portfolio
|
Q2 2025
Reduced 15.89%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
2,559
shares
|
$1.31 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
2,556
shares
|
$1.3 Million
0.31% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
2,556
shares
|
$1.3 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
2,553
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$1.3 Million
4.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
2,547
shares
|
$1.3 Million
0.21% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Innovative Wealth Building LLC
California, MD |
Jul 22, 2025 Q2 2025 |
2,547
shares
|
$1.3 Million
1.05% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Aug 08, 2025 Q2 2025 |
2,540
shares
|
$1.3 Million
0.83% of portfolio
|
Q2 2025
Reduced 17.69%
|
|
|
Carmel Capital Management L.L.C.
|
Aug 05, 2025 Q2 2025 |
2,539
shares
|
$1.29 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,538
shares
|
$1.29 Million
0.59% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.29 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Resolute Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,530
shares
|
$1.29 Million
0.31% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
2,528
shares
|
$1.29 Million
0.46% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Inkwell Capital LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
2,528
shares
|
$1.29 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
2,517
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Added 19.35%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,517
shares
|
$1.28 Million
0.65% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
2,506
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
2,505
shares
|
$1.28 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
2,503
shares
|
$1.28 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,502
shares
|
$1.28 Million
0.58% of portfolio
|
Q2 2025
Reduced 16.21%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
2,496
shares
|
$1.27 Million
0.38% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,494
shares
|
$1.27 Million
1.06% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,493
shares
|
$1.27 Million
0.07% of portfolio
|
Q2 2025
Reduced 6.35%
|