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 |
|---|---|---|---|---|---|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
1,957
shares
|
$998,109
10.84% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$997,089
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,955
shares
|
$997,089
0.21% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$996,579
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$994,539
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,945
shares
|
$991,988
0.67% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
1,944
shares
|
$991,478
0.32% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
1,942
shares
|
$990,458
0.7% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
1,938
shares
|
$988,418
0.46% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
1,936
shares
|
$987,398
0.64% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,930
shares
|
$984,338
1.18% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
1,925
shares
|
$981,788
0.88% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
1,922
shares
|
$980,258
0.48% of portfolio
|
Q2 2025
Reduced 45.43%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,919
shares
|
$978,728
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
1,915
shares
|
$976,688
0.31% of portfolio
|
Q2 2025
Reduced 21.29%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
1,914
shares
|
$976,178
0.28% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
Jul 14, 2025 Q2 2025 |
1,912
shares
|
$975,158
0.54% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
1,911
shares
|
$974,648
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,911
shares
|
$974,648
0.48% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
1,908
shares
|
$973,118
0.85% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$972,608
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
1,903
shares
|
$970,568
0.39% of portfolio
|
Q1 2025
Added 175.4%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$970,568
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,899
shares
|
$968,527
0.77% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Aug 08, 2025 Q2 2025 |
1,895
shares
|
$966,487
0.37% of portfolio
|
Q1 2025
Added 11.8%
|