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 |
|---|---|---|---|---|---|
|
Politan Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,701
shares
|
$867,544
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
1,701
shares
|
$867,544
0.47% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$867,034
0.03% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,695
shares
|
$864,483
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
1,694
shares
|
$863,973
0.11% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,692
shares
|
$862,953
0.48% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
1,688
shares
|
$860,913
0.04% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,688
shares
|
$860,913
0.64% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
1,674
shares
|
$853,773
0.43% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
1,672
shares
|
$852,753
0.35% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,672
shares
|
$852,753
0.11% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,670
shares
|
$851,733
0.74% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
1,667
shares
|
$850,203
0.6% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
1,665
shares
|
$849,183
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,658
shares
|
$845,613
0.68% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$845,613
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$841,533
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$841,533
0.55% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
1,649
shares
|
$841,022
0.52% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,648
shares
|
$840,512
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,647
shares
|
$840,002
0.13% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
1,646
shares
|
$839,492
0.38% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
1,645
shares
|
$838,982
0.43% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Sara Bay Financial
|
Jul 15, 2025 Q2 2025 |
1,639
shares
|
$835,922
0.31% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,638
shares
|
$835,412
0.12% of portfolio
|
Q2 2025
Reduced 31.55%
|