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 |
|---|---|---|---|---|---|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
1,246
shares
|
$635,484
0.4% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 14, 2025 Q2 2025 |
1,245
shares
|
$634,974
0.47% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
1,236
shares
|
$630,384
0.36% of portfolio
|
Q2 2025
Added 25.1%
|
|
|
Mc Carthy Asset Management, Inc.
|
Jul 31, 2025 Q2 2025 |
1,233
shares
|
$628,854
0.49% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
1,231
shares
|
$627,834
0.55% of portfolio
|
Q2 2025
Added 38.94%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Jul 17, 2025 Q2 2025 |
1,226
shares
|
$625,284
0.38% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
1,223
shares
|
$623,754
0.13% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
1,222
shares
|
$623,244
0.32% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$622,224
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,219
shares
|
$621,714
0.51% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$621,204
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$620,184
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
1,213
shares
|
$618,654
0.34% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,211
shares
|
$617,634
0.39% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$615,594
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
1,204
shares
|
$614,064
0.18% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
1,199
shares
|
$611,513
0.19% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
1,199
shares
|
$611,513
0.34% of portfolio
|
Q2 2025
Reduced 25.99%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,198
shares
|
$611,003
0.21% of portfolio
|
Q2 2025
Added 42.96%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
1,196
shares
|
$609,983
0.79% of portfolio
|
Q2 2025
Added 16.46%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
1,195
shares
|
$609,473
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,192
shares
|
$607,943
0.25% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
1,189
shares
|
$606,413
0.08% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
1,185
shares
|
$604,373
0.33% of portfolio
|
Q2 2025
Added 51.53%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
1,181
shares
|
$602,333
0.55% of portfolio
|
Q2 2025
New holding
|