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 |
|---|---|---|---|---|---|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
947
shares
|
$482,988
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
940
shares
|
$479,418
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
936
shares
|
$477,378
0.32% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
931
shares
|
$474,828
0.38% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
Aug 07, 2025 Q2 2025 |
931
shares
|
$474,828
0.48% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
930
shares
|
$474,318
0.34% of portfolio
|
Q2 2025
Added 83.79%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
926
shares
|
$472,278
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
926
shares
|
$472,278
0.17% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
923
shares
|
$470,748
0.21% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
922
shares
|
$470,238
0.3% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$469,218
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$466,668
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jul 24, 2025 Q2 2025 |
915
shares
|
$466,668
0.37% of portfolio
|
Q2 2025
Added 27.08%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
912
shares
|
$465,138
0.34% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
911
shares
|
$464,628
0.22% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
909
shares
|
$463,608
0.24% of portfolio
|
Q2 2025
Reduced 61.47%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
905
shares
|
$461,568
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Jul 22, 2025 Q2 2025 |
904
shares
|
$461,058
0.33% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
903
shares
|
$460,548
0.26% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Integrated Capital Management, Inc.
|
Jul 25, 2025 Q2 2025 |
900
shares
|
$459,018
0.36% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Del Sette Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
896
shares
|
$456,977
0.33% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
886
shares
|
$451,877
0.86% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
884
shares
|
$450,857
0.01% of portfolio
|
Q2 2025
Reduced 95.6%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
883
shares
|
$450,347
0.42% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
876
shares
|
$446,777
0.28% of portfolio
|
Q1 2025
Reduced 34.09%
|