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 |
|---|---|---|---|---|---|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$569,692
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
1,115
shares
|
$568,672
0.31% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
1,113
shares
|
$567,652
0.27% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
1,111
shares
|
$566,632
0.49% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1,109
shares
|
$565,612
0.19% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
1,106
shares
|
$564,082
0.27% of portfolio
|
Q2 2025
Reduced 14.66%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
1,106
shares
|
$564,082
0.43% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,101
shares
|
$561,532
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,094
shares
|
$557,961
0.2% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,093
shares
|
$557,451
0.17% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
1,092
shares
|
$556,941
0.16% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
May 06, 2025 Q1 2025 |
1,090
shares
|
$555,921
0.22% of portfolio
|
Q3 2023
Added 37.97%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
1,089
shares
|
$555,411
0.28% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
1,089
shares
|
$555,411
0.51% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
1,088
shares
|
$554,901
0.4% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$553,881
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,085
shares
|
$553,371
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
1,084
shares
|
$552,861
0.12% of portfolio
|
Q2 2025
Added 85.62%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,082
shares
|
$551,841
0.23% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
1,080
shares
|
$550,821
0.44% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
1,079
shares
|
$550,311
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
1,079
shares
|
$550,311
0.14% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$548,271
0.23% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Surience Private Wealth LLC
|
Jul 15, 2025 Q2 2025 |
1,074
shares
|
$547,761
0.52% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$545,721
0.48% of portfolio
|
Q4 2021
New holding
|