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 |
|---|---|---|---|---|---|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
2,106
shares
|
$1.07 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
2,103
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
2,099
shares
|
$1.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
2,099
shares
|
$1.07 Million
0.74% of portfolio
|
Q2 2025
Reduced 87.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,095
shares
|
$1.07 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,091
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
2,089
shares
|
$1.07 Million
0.47% of portfolio
|
Q2 2025
Reduced 17.2%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
2,089
shares
|
$1.07 Million
0.57% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,085
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
2,082
shares
|
$1.06 Million
0.87% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,074
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2022
Added 21.22%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Aug 13, 2025 Q2 2025 |
2,072
shares
|
$1.06 Million
2.26% of portfolio
|
Q2 2025
Reduced 88.38%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,071
shares
|
$1.06 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
2,069
shares
|
$1.06 Million
0.2% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
2,068
shares
|
$1.05 Million
0.84% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
2,068
shares
|
$1.05 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
2,067
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
2,066
shares
|
$1.05 Million
0.5% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
2,062
shares
|
$1.05 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
2,058
shares
|
$1.05 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$1.05 Million
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
2,053
shares
|
$1.05 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
2,050
shares
|
$1.05 Million
0.92% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
2,049
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Hoya Capital Real Estate, LLC
|
Aug 01, 2025 Q2 2025 |
2,044
shares
|
$1.04 Million
19.32% of portfolio
|
Q4 2021
New holding
|