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 |
|---|---|---|---|---|---|
|
Nfc Investments, LLC
Memphis, TN |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$765,030
0.23% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Carlson Capital L P
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$765,030
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
1,498
shares
|
$764,009
0.13% of portfolio
|
Q2 2025
Added 32.8%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,489
shares
|
$759,419
0.39% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
1,484
shares
|
$756,869
0.3% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Tuttle Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,472
shares
|
$750,749
5.08% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
1,471
shares
|
$750,239
0.67% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
1,470
shares
|
$749,729
0.31% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,467
shares
|
$748,199
0.16% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
1,461
shares
|
$745,139
0.18% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,461
shares
|
$745,139
0.29% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,458
shares
|
$743,609
0.28% of portfolio
|
Q2 2025
Reduced 39.8%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
1,455
shares
|
$742,079
0.4% of portfolio
|
Q2 2025
Reduced 44.55%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,454
shares
|
$741,569
0.52% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Jul 31, 2025 Q2 2025 |
1,444
shares
|
$736,468
0.25% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,443
shares
|
$735,958
0.33% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
1,443
shares
|
$735,958
0.28% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
1,442
shares
|
$735,448
0.08% of portfolio
|
Q2 2025
Reduced 53.75%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
1,441
shares
|
$734,938
0.4% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,441
shares
|
$734,938
0.19% of portfolio
|
Q2 2025
Added 170.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,441
shares
|
$734,938
0.25% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
1,439
shares
|
$733,918
0.3% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
1,439
shares
|
$733,918
0.59% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
1,434
shares
|
$731,368
0.61% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,430
shares
|
$729,328
0.21% of portfolio
|
Q1 2025
Added 11.2%
|