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 |
|---|---|---|---|---|---|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
1,638
shares
|
$835,412
0.67% of portfolio
|
Q2 2025
Reduced 35.46%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Sep 02, 2025 Q2 2025 |
1,636
shares
|
$834,392
3.08% of portfolio
|
Q2 2025
Added 24.7%
|
|
|
Goal Fusion Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,634
shares
|
$833,372
0.42% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Nikko Asset Management Americas, Inc.
|
Aug 11, 2025 Q2 2025 |
1,634
shares
|
$833,372
0.01% of portfolio
|
Q2 2025
Reduced 95.8%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
1,631
shares
|
$831,842
0.29% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
1,630
shares
|
$831,332
0.43% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$830,312
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
1,628
shares
|
$830,312
0.07% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,618
shares
|
$825,212
0.22% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
1,615
shares
|
$823,682
0.51% of portfolio
|
Q2 2025
Reduced 18.14%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
1,611
shares
|
$821,642
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1,602
shares
|
$817,052
0.36% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
1,600
shares
|
$816,032
0.5% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Jul 25, 2025 Q2 2025 |
1,597
shares
|
$814,501
0.41% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
1,596
shares
|
$813,991
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,595
shares
|
$813,481
0.44% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,595
shares
|
$813,481
0.27% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
1,595
shares
|
$813,481
0.6% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
1,592
shares
|
$811,951
0.49% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$810,931
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Strategic Planning, Inc.
Columbus, OH |
Jul 14, 2025 Q1 2025 |
1,575
shares
|
$803,281
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
1,574
shares
|
$802,771
2.97% of portfolio
|
Q2 2025
Reduced 16.19%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$800,731
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$800,731
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,565
shares
|
$798,181
0.42% of portfolio
|
Q2 2025
Added 1.23%
|