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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
1,565
shares
|
$798,181
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,562
shares
|
$796,651
0.01% of portfolio
|
Q2 2025
Reduced 46.4%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
1,559
shares
|
$795,121
0.34% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$794,101
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
1,556
shares
|
$793,591
0.34% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
1,548
shares
|
$789,510
0.25% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
1,545
shares
|
$787,980
0.24% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Tobam
|
Aug 08, 2025 Q2 2025 |
1,544
shares
|
$787,470
0.3% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
1,540
shares
|
$785,430
0.42% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sippican Capital Advisors
|
Jul 25, 2025 Q2 2025 |
1,538
shares
|
$784,410
0.6% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,537
shares
|
$783,900
0.59% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
1,535
shares
|
$782,880
0.14% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$780,330
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
1,527
shares
|
$778,800
0.26% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$776,250
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Jul 17, 2025 Q2 2025 |
1,520
shares
|
$775,230
0.38% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
1,510
shares
|
$770,130
0.34% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
1,509
shares
|
$769,620
0.64% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,506
shares
|
$768,090
0.08% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
1,505
shares
|
$767,580
0.35% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
1,505
shares
|
$767,580
0.65% of portfolio
|
Q2 2025
Reduced 35.19%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,505
shares
|
$767,580
0.76% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
1,504
shares
|
$767,070
0.48% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
Aug 12, 2025 Q2 2025 |
1,503
shares
|
$766,560
1.19% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$765,540
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|