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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
1,894
shares
|
$965,977
0.54% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,889
shares
|
$963,427
0.67% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$961,387
0.54% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Letson Investment Management, Inc.
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,883
shares
|
$960,367
0.37% of portfolio
|
Q1 2025
Reduced 33.01%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,879
shares
|
$958,327
0.8% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,878
shares
|
$957,817
0.39% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$957,307
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
1,877
shares
|
$957,307
0.53% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
1,875
shares
|
$956,287
1.91% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Jul 24, 2025 Q2 2025 |
1,874
shares
|
$955,777
0.65% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
1,873
shares
|
$955,267
0.58% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
1,870
shares
|
$953,737
0.81% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,869
shares
|
$953,227
0.15% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
1,869
shares
|
$953,227
0.69% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jul 23, 2025 Q2 2025 |
1,867
shares
|
$952,207
0.4% of portfolio
|
Q2 2025
Reduced 18.9%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
1,867
shares
|
$952,207
0.75% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
1,867
shares
|
$952,207
0.46% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
1,859
shares
|
$948,127
0.54% of portfolio
|
Q2 2025
Reduced 55.94%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,858
shares
|
$947,617
0.42% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
1,855
shares
|
$946,087
0.28% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
1,851
shares
|
$944,047
0.44% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,847
shares
|
$942,006
0.24% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Aug 20, 2025 Q2 2025 |
1,846
shares
|
$941,496
0.5% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
1,846
shares
|
$941,496
0.45% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
1,844
shares
|
$940,476
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|