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 |
|---|---|---|---|---|---|
|
Avalon Advisory Group
Wexford, PA |
Jul 14, 2025 Q2 2025 |
1,359
shares
|
$693,117
0.29% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
1,358
shares
|
$692,607
0.32% of portfolio
|
Q2 2025
Added 12.79%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
1,357
shares
|
$692,097
0.26% of portfolio
|
Q2 2025
Added 51.45%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
1,351
shares
|
$689,037
0.87% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,349
shares
|
$688,016
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Aug 14, 2025 Q2 2025 |
1,347
shares
|
$686,996
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,345
shares
|
$685,976
0.42% of portfolio
|
Q2 2025
Added 46.04%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
1,338
shares
|
$682,406
0.43% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
1,338
shares
|
$682,406
0.45% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
1,335
shares
|
$680,876
0.39% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Maren Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,334
shares
|
$680,366
0.04% of portfolio
|
Q2 2025
Reduced 40.29%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
1,333
shares
|
$679,856
0.14% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
1,333
shares
|
$679,856
0.4% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$679,856
0.4% of portfolio
|
Q2 2025
Added 73.79%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Jul 30, 2025 Q2 2025 |
1,333
shares
|
$679,856
0.48% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
1,330
shares
|
$678,326
0.25% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
1,330
shares
|
$678,326
0.13% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
New Jersey Better Educational Savings Trust
|
Aug 05, 2025 Q2 2025 |
1,322
shares
|
$674,246
1.69% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,320
shares
|
$673,226
1.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
1,313
shares
|
$669,656
0.38% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$669,146
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
1,307
shares
|
$666,596
0.39% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$666,086
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$665,576
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
1,304
shares
|
$665,066
0.24% of portfolio
|
Q3 2024
Reduced 17.26%
|