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 |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
1,842
shares
|
$939,456
0.36% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
1,836
shares
|
$936,396
0.75% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Aug 06, 2025 Q2 2025 |
1,835
shares
|
$935,886
0.65% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
1,833
shares
|
$934,866
0.24% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
1,832
shares
|
$934,356
0.83% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$933,846
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
1,830
shares
|
$933,336
0.84% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,830
shares
|
$933,336
0.38% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,828
shares
|
$932,316
0.18% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$930,786
0.53% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,824
shares
|
$930,276
0.16% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
1,824
shares
|
$930,276
0.4% of portfolio
|
Q2 2025
Reduced 44.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,819
shares
|
$927,726
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
1,811
shares
|
$923,646
0.42% of portfolio
|
Q2 2025
Reduced 31.94%
|
|
|
Galibier Capital Management Ltd.
|
Aug 07, 2025 Q2 2025 |
1,808
shares
|
$922,116
0.3% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
1,806
shares
|
$921,096
0.27% of portfolio
|
Q2 2025
Reduced 91.25%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,806
shares
|
$921,096
0.18% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
1,803
shares
|
$919,566
0.53% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,802
shares
|
$919,056
0.43% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
1,795
shares
|
$915,485
0.59% of portfolio
|
Q2 2025
Added 42.01%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,793
shares
|
$914,465
0.43% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
1,792
shares
|
$913,955
0.42% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
ETF Portfolio Partners, Inc.
|
Jul 23, 2025 Q2 2025 |
1,789
shares
|
$912,425
0.25% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Fidelis I M, LLC
Medford, OR |
Jul 25, 2025 Q2 2025 |
1,789
shares
|
$912,425
0.4% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
1,785
shares
|
$910,385
0.56% of portfolio
|
Q4 2024
New holding
|