Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
1,339
shares
|
$674,199
0.16% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
1,338
shares
|
$673,696
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
1,335
shares
|
$672,185
0.39% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
1,335
shares
|
$672,185
0.54% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,333
shares
|
$671,178
0.12% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$669,668
0.25% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,326
shares
|
$667,654
0.19% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
1,325
shares
|
$667,150
0.65% of portfolio
|
Q1 2025
Reduced 93.1%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
1,320
shares
|
$664,633
0.16% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,320
shares
|
$664,633
1.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,316
shares
|
$662,619
0.17% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
1,316
shares
|
$662,619
0.71% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
1,315
shares
|
$662,115
0.11% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$660,605
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
1,312
shares
|
$660,605
2.31% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
1,310
shares
|
$659,598
0.4% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
1,307
shares
|
$658,087
0.33% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$657,584
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$657,080
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
1,304
shares
|
$656,577
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,303
shares
|
$656,073
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$654,563
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,296
shares
|
$652,548
0.28% of portfolio
|
Q2 2024
Added 44.64%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,294
shares
|
$651,541
0.19% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
1,294
shares
|
$651,541
0.53% of portfolio
|
Q4 2024
New holding
|