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 |
|---|---|---|---|---|---|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,303
shares
|
$664,556
0.32% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
Jul 28, 2025 Q2 2025 |
1,303
shares
|
$664,556
0.6% of portfolio
|
Q2 2025
Added 15.11%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
1,303
shares
|
$664,556
0.22% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
1,303
shares
|
$664,556
0.62% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$663,026
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,297
shares
|
$661,495
0.77% of portfolio
|
Q2 2025
Reduced 23.3%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,295
shares
|
$660,475
0.17% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
1,294
shares
|
$659,965
0.19% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
1,283
shares
|
$654,355
0.26% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,282
shares
|
$653,845
0.25% of portfolio
|
Q2 2025
Added 66.06%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
1,282
shares
|
$653,845
0.25% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,282
shares
|
$653,845
0.31% of portfolio
|
Q2 2025
Added 35.52%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
1,279
shares
|
$652,315
0.53% of portfolio
|
Q2 2025
Reduced 96.78%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
1,279
shares
|
$652,315
0.48% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,276
shares
|
$650,785
0.11% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
1,276
shares
|
$650,785
0.27% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
1,275
shares
|
$650,275
0.24% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,275
shares
|
$650,275
0.37% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
1,274
shares
|
$649,765
0.55% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
1,268
shares
|
$646,705
0.0% of portfolio
|
Q2 2025
Reduced 54.36%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$644,155
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
1,257
shares
|
$641,095
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
1,248
shares
|
$636,504
0.34% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
1,248
shares
|
$636,504
0.25% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$635,994
5.55% of portfolio
|
Q3 2024
Added 6.95%
|