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 |
|---|---|---|---|---|---|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
1,069
shares
|
$545,211
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,067
shares
|
$544,191
0.24% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,060
shares
|
$540,621
0.77% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
1,056
shares
|
$538,581
0.1% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,052
shares
|
$536,541
0.25% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
1,050
shares
|
$535,521
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,045
shares
|
$532,970
0.43% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,045
shares
|
$532,970
0.43% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
1,042
shares
|
$531,440
0.35% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Aug 27, 2025 Q2 2025 |
1,041
shares
|
$530,930
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$530,420
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
George Kaiser Family Foundation
|
Aug 14, 2025 Q2 2025 |
1,038
shares
|
$529,400
0.07% of portfolio
|
Q2 2025
Added 48.07%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
1,037
shares
|
$528,890
0.45% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$527,870
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$526,850
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,033
shares
|
$526,850
0.17% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
1,032
shares
|
$526,340
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
1,031
shares
|
$525,830
0.04% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
1,031
shares
|
$525,830
0.24% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
1,030
shares
|
$525,320
0.04% of portfolio
|
Q2 2025
Reduced 89.91%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
1,027
shares
|
$523,790
0.48% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
1,026
shares
|
$523,280
0.38% of portfolio
|
Q2 2025
Reduced 11.78%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Jul 15, 2025 Q2 2025 |
1,017
shares
|
$518,690
0.25% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,014
shares
|
$517,160
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
1,013
shares
|
$516,650
0.26% of portfolio
|
Q2 2025
Reduced 0.3%
|