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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,180
shares
|
$601,823
0.12% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
1,176
shares
|
$599,783
0.33% of portfolio
|
Q2 2025
Reduced 29.75%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$599,273
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$598,253
0.21% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,160
shares
|
$591,623
0.12% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,157
shares
|
$590,093
0.17% of portfolio
|
Q2 2025
Added 26.59%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,157
shares
|
$590,093
0.06% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,157
shares
|
$590,093
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,156
shares
|
$589,583
0.16% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
1,153
shares
|
$588,053
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
1,152
shares
|
$587,543
0.49% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
1,152
shares
|
$587,543
0.47% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Keating Investment Counselors Inc
|
Aug 07, 2025 Q2 2025 |
1,148
shares
|
$585,502
0.26% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
1,147
shares
|
$584,992
0.34% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,146
shares
|
$584,482
0.08% of portfolio
|
Q2 2025
Reduced 22.62%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
1,145
shares
|
$583,972
0.42% of portfolio
|
Q2 2025
Reduced 12.6%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
1,142
shares
|
$582,442
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,138
shares
|
$580,402
0.18% of portfolio
|
Q2 2025
Reduced 31.98%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
1,133
shares
|
$577,852
0.49% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
1,133
shares
|
$577,852
1.03% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
1,129
shares
|
$575,812
0.28% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,127
shares
|
$574,792
0.36% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,125
shares
|
$573,772
0.17% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,122
shares
|
$572,242
0.2% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Wealth Advisory Team LLC
Bellevue, KY |
Jul 25, 2025 Q2 2025 |
1,118
shares
|
$570,202
0.52% of portfolio
|
Q2 2025
New holding
|