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 |
|---|---|---|---|---|---|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
1,009
shares
|
$514,610
0.52% of portfolio
|
Q2 2025
Reduced 8.11%
|
|
|
Safir Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,006
shares
|
$513,080
0.37% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,006
shares
|
$513,080
0.25% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,006
shares
|
$513,080
0.35% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$512,570
0.26% of portfolio
|
Q1 2024
Added 183.9%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
1,001
shares
|
$510,530
0.08% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$510,020
0.19% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$510,020
0.78% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
995
shares
|
$507,469
0.53% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
994
shares
|
$506,959
0.34% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
982
shares
|
$500,839
0.27% of portfolio
|
Q2 2025
Reduced 36.81%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
980
shares
|
$499,819
0.52% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$498,799
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
973
shares
|
$496,249
0.19% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
971
shares
|
$495,229
0.33% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
969
shares
|
$494,209
0.42% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Aug 12, 2025 Q2 2025 |
966
shares
|
$492,679
0.78% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
965
shares
|
$492,169
0.4% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
965
shares
|
$492,169
0.46% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
964
shares
|
$491,659
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
953
shares
|
$486,049
0.21% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
953
shares
|
$486,049
0.28% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
953
shares
|
$486,049
0.48% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$485,539
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Pacific Wealth Management
|
Jul 30, 2025 Q2 2025 |
948
shares
|
$483,498
0.23% of portfolio
|
Q2 2025
Added 44.95%
|