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 |
|---|---|---|---|---|---|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,430
shares
|
$729,328
0.34% of portfolio
|
Q2 2025
Reduced 44.81%
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
1,428
shares
|
$728,308
0.98% of portfolio
|
Q2 2025
Added 153.19%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
1,426
shares
|
$727,288
0.31% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
1,424
shares
|
$726,268
0.47% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,419
shares
|
$723,718
0.28% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
1,408
shares
|
$718,108
0.57% of portfolio
|
Q2 2025
Reduced 40.34%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
1,406
shares
|
$717,088
0.05% of portfolio
|
Q2 2025
Added 75.97%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jul 29, 2025 Q2 2025 |
1,401
shares
|
$714,538
0.65% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
1,400
shares
|
$714,028
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
1,400
shares
|
$714,028
0.15% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
1,395
shares
|
$711,477
0.18% of portfolio
|
Q2 2025
Added 156.91%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Jul 22, 2025 Q2 2025 |
1,392
shares
|
$709,947
0.46% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,390
shares
|
$708,927
0.18% of portfolio
|
Q2 2025
Reduced 78.31%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
1,387
shares
|
$707,397
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,383
shares
|
$705,357
0.56% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
1,382
shares
|
$704,847
0.25% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
1,377
shares
|
$702,297
0.59% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
1,373
shares
|
$700,257
0.52% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
1,372
shares
|
$699,747
0.58% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jul 22, 2025 Q2 2025 |
1,371
shares
|
$699,237
0.21% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,369
shares
|
$698,217
0.17% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,363
shares
|
$695,157
0.22% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
1,363
shares
|
$695,157
0.43% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Aug 07, 2025 Q2 2025 |
1,359
shares
|
$693,117
0.05% of portfolio
|
Q2 2025
Reduced 99.52%
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
1,359
shares
|
$693,117
0.01% of portfolio
|
Q1 2025
Reduced 4.63%
|