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 |
|---|---|---|---|---|---|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,201
shares
|
$1.12 Million
0.69% of portfolio
|
Q1 2025
Added 130.92%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
2,196
shares
|
$1.12 Million
0.79% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
2,193
shares
|
$1.12 Million
0.39% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$1.12 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
2,185
shares
|
$1.11 Million
0.77% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,183
shares
|
$1.11 Million
0.51% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
2,182
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
2,177
shares
|
$1.11 Million
0.5% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,177
shares
|
$1.11 Million
0.56% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
2,165
shares
|
$1.1 Million
0.59% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,160
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 98.4%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
2,158
shares
|
$1.1 Million
0.96% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
2,153
shares
|
$1.1 Million
0.16% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
2,150
shares
|
$1.1 Million
0.49% of portfolio
|
Q2 2025
Added 43.33%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,150
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
2,146
shares
|
$1.09 Million
1.02% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,142
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
2,142
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
2,136
shares
|
$1.09 Million
1.0% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
Aug 12, 2025 Q2 2025 |
2,132
shares
|
$1.09 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$1.09 Million
0.51% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
2,125
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2025
Added 42.24%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
2,124
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,122
shares
|
$1.08 Million
1.5% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
2,112
shares
|
$1.08 Million
0.75% of portfolio
|
Q2 2025
Added 6.29%
|