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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
1,784
shares
|
$909,875
0.48% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,784
shares
|
$909,875
0.23% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,781
shares
|
$908,345
0.75% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
1,780
shares
|
$907,835
0.6% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,780
shares
|
$907,835
0.53% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
1,779
shares
|
$907,325
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,776
shares
|
$905,795
0.3% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,775
shares
|
$905,285
0.72% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,773
shares
|
$904,265
0.73% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Enzi Wealth
Austin, TX |
Jul 14, 2025 Q2 2025 |
1,771
shares
|
$903,245
0.34% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
1,762
shares
|
$898,655
0.61% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
1,761
shares
|
$898,145
0.76% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
1,761
shares
|
$898,145
0.61% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,757
shares
|
$896,105
0.26% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Ncp Inc.
La Quinta, CA |
Aug 14, 2025 Q2 2025 |
1,757
shares
|
$896,105
0.82% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,757
shares
|
$896,105
0.34% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
1,754
shares
|
$894,575
0.3% of portfolio
|
Q2 2025
Added 147.39%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jul 22, 2025 Q2 2025 |
1,749
shares
|
$892,024
0.67% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,746
shares
|
$890,494
1.82% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
1,744
shares
|
$889,474
0.51% of portfolio
|
Q1 2025
Added 94.64%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,741
shares
|
$887,944
0.16% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
1,736
shares
|
$885,394
0.44% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
1,710
shares
|
$872,134
0.67% of portfolio
|
Q2 2025
Added 49.34%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
1,709
shares
|
$871,624
0.66% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
1,702
shares
|
$868,054
0.8% of portfolio
|
Q2 2025
Added 24.32%
|