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 |
|---|---|---|---|---|---|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
766
shares
|
$390,675
0.37% of portfolio
|
Q2 2025
Reduced 23.71%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
765
shares
|
$390,165
0.37% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Aug 14, 2025 Q2 2025 |
761
shares
|
$388,125
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$386,085
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
747
shares
|
$380,984
0.06% of portfolio
|
Q2 2025
Added 25.13%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
740
shares
|
$377,414
0.17% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
736
shares
|
$375,374
0.23% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
734
shares
|
$374,354
0.07% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
732
shares
|
$373,334
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
730
shares
|
$372,314
0.17% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
729
shares
|
$371,804
0.14% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
728
shares
|
$371,294
0.17% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
722
shares
|
$368,234
0.1% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Aug 13, 2025 Q2 2025 |
718
shares
|
$366,194
0.6% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
712
shares
|
$363,134
0.1% of portfolio
|
Q2 2025
Added 23.4%
|
|
|
Applied Capital LLC
|
Jul 17, 2025 Q2 2025 |
711
shares
|
$362,624
0.16% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Spectrum Financial Alliance LTD LLC
|
Aug 14, 2025 Q2 2025 |
710
shares
|
$362,114
0.1% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
709
shares
|
$361,604
0.16% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
708
shares
|
$361,094
0.2% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Williams Financial, LLC
Bennington, VT |
Jul 11, 2025 Q2 2025 |
708
shares
|
$361,094
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
707
shares
|
$360,584
0.18% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
707
shares
|
$360,584
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
704
shares
|
$359,054
0.13% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
697
shares
|
$355,483
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Skylands Capital, LLC
|
Aug 08, 2025 Q2 2025 |
695
shares
|
$354,463
0.06% of portfolio
|
Q4 2024
Reduced 6.71%
|