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 |
|---|---|---|---|---|---|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
2,428
shares
|
$1.24 Million
0.59% of portfolio
|
Q2 2025
Added 40.51%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
2,424
shares
|
$1.24 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
2,424
shares
|
$1.24 Million
1.13% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
2,416
shares
|
$1.23 Million
0.55% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
2,415
shares
|
$1.23 Million
1.06% of portfolio
|
Q2 2025
Added 61.11%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
2,412
shares
|
$1.23 Million
1.33% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
2,412
shares
|
$1.23 Million
0.79% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Cmc Financial Group
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$1.23 Million
4.27% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
2,409
shares
|
$1.23 Million
0.44% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
2,401
shares
|
$1.22 Million
0.51% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
2,396
shares
|
$1.22 Million
0.28% of portfolio
|
Q2 2025
Added 24.99%
|
|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
2,394
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
2,393
shares
|
$1.22 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
2,393
shares
|
$1.22 Million
0.8% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,386
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
2,384
shares
|
$1.22 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
2,380
shares
|
$1.21 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
2,366
shares
|
$1.21 Million
0.55% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,361
shares
|
$1.2 Million
0.92% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,353
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
2,352
shares
|
$1.2 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
2,351
shares
|
$1.2 Million
1.47% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
2,345
shares
|
$1.2 Million
0.53% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,345
shares
|
$1.2 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
2,340
shares
|
$1.19 Million
0.76% of portfolio
|
Q2 2025
Added 1.74%
|