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 |
|---|---|---|---|---|---|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
2,490
shares
|
$1.27 Million
0.55% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jul 28, 2025 Q2 2025 |
2,485
shares
|
$1.27 Million
0.49% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,482
shares
|
$1.27 Million
0.52% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
2,481
shares
|
$1.27 Million
0.32% of portfolio
|
Q2 2025
Added 114.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
2,481
shares
|
$1.27 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,477
shares
|
$1.26 Million
0.53% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
2,477
shares
|
$1.26 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
2,475
shares
|
$1.26 Million
1.29% of portfolio
|
Q3 2023
Reduced 11.83%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
2,470
shares
|
$1.26 Million
1.18% of portfolio
|
Q2 2025
Added 6.1%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
2,470
shares
|
$1.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
2,470
shares
|
$1.26 Million
0.29% of portfolio
|
Q2 2025
Added 696.19%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
2,468
shares
|
$1.26 Million
0.77% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,466
shares
|
$1.26 Million
0.93% of portfolio
|
Q2 2025
Reduced 45.84%
|
|
|
Stephens Investment Management Group LLC
|
Jul 30, 2025 Q2 2025 |
2,465
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,464
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2,463
shares
|
$1.26 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,454
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,451
shares
|
$1.25 Million
0.62% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,450
shares
|
$1.25 Million
1.36% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Caerus Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,449
shares
|
$1.25 Million
1.18% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
2,447
shares
|
$1.25 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
2,443
shares
|
$1.25 Million
0.95% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
2,434
shares
|
$1.24 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,432
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
2,430
shares
|
$1.24 Million
0.45% of portfolio
|
Q2 2025
Added 12.5%
|