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 |
|---|---|---|---|---|---|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
872
shares
|
$444,737
0.07% of portfolio
|
Q2 2025
Reduced 63.67%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
866
shares
|
$441,677
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
863
shares
|
$440,147
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
862
shares
|
$439,637
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
F&V Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
855
shares
|
$436,067
0.11% of portfolio
|
Q2 2025
Added 38.8%
|
|
|
Clark Estates Inc
New York, NY |
Aug 11, 2025 Q2 2025 |
853
shares
|
$435,047
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
850
shares
|
$433,517
0.11% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
845
shares
|
$430,966
0.02% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
845
shares
|
$430,966
0.03% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
845
shares
|
$430,966
0.17% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
842
shares
|
$429,436
0.21% of portfolio
|
Q2 2025
Added 34.94%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
841
shares
|
$428,926
0.23% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
840
shares
|
$428,416
0.26% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
837
shares
|
$426,886
0.3% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
836
shares
|
$426,376
0.44% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
834
shares
|
$425,356
0.11% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Leverty Financial Group, LLC
|
Jul 17, 2025 Q2 2025 |
831
shares
|
$423,826
0.16% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
826
shares
|
$421,276
0.27% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
823
shares
|
$419,746
0.3% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
821
shares
|
$418,726
0.27% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
816
shares
|
$416,176
0.1% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
816
shares
|
$416,176
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$415,666
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
808
shares
|
$412,096
0.2% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
806
shares
|
$411,076
0.16% of portfolio
|
Q2 2025
Added 0.12%
|