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 |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
803
shares
|
$409,546
0.07% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
802
shares
|
$409,036
0.19% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
801
shares
|
$408,526
0.12% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
800
shares
|
$408,016
1.06% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
800
shares
|
$408,016
0.16% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Aug 11, 2025 Q2 2025 |
800
shares
|
$408,016
0.17% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Jul 15, 2025 Q2 2025 |
800
shares
|
$408,016
0.29% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
798
shares
|
$406,995
0.12% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
798
shares
|
$406,995
0.27% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
798
shares
|
$406,995
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sageworth Trust CO Of South Dakota
|
Jul 21, 2025 Q2 2025 |
797
shares
|
$406,485
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
797
shares
|
$406,485
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
796
shares
|
$405,975
0.02% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
793
shares
|
$404,445
0.18% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
791
shares
|
$403,425
0.11% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
788
shares
|
$401,895
0.2% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
786
shares
|
$400,875
0.34% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
785
shares
|
$400,365
0.16% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
784
shares
|
$399,855
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Bck Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
777
shares
|
$396,285
0.23% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Aug 05, 2025 Q2 2025 |
777
shares
|
$396,285
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
773
shares
|
$394,245
0.21% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
Jul 23, 2025 Q2 2025 |
769
shares
|
$392,205
0.12% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
768
shares
|
$391,695
0.14% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
766
shares
|
$390,675
0.22% of portfolio
|
Q2 2025
Added 1.32%
|