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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,340
shares
|
$1.19 Million
1.62% of portfolio
|
Q2 2025
Reduced 86.45%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
2,339
shares
|
$1.19 Million
0.78% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
2,337
shares
|
$1.19 Million
1.01% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
2,336
shares
|
$1.19 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$1.19 Million
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
2,327
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,322
shares
|
$1.18 Million
0.66% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,321
shares
|
$1.18 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 21, 2025 Q2 2025 |
2,315
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,311
shares
|
$1.18 Million
0.18% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,308
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
2,306
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
2,304
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
Aug 13, 2025 Q2 2025 |
2,303
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
2,303
shares
|
$1.17 Million
0.57% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Aug 13, 2025 Q2 2025 |
2,300
shares
|
$1.17 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,298
shares
|
$1.17 Million
0.69% of portfolio
|
Q2 2025
Reduced 27.35%
|
|
|
Great Oak Capital Partners, LLC
South Easton, MA |
Jul 15, 2025 Q2 2025 |
2,298
shares
|
$1.17 Million
0.33% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,297
shares
|
$1.17 Million
0.76% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
2,292
shares
|
$1.17 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,290
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
2,290
shares
|
$1.17 Million
0.14% of portfolio
|
Q2 2025
Added 28.87%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
2,290
shares
|
$1.17 Million
1.16% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
2,286
shares
|
$1.17 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.78%
|