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 |
|---|---|---|---|---|---|
|
Gagnon Securities LLC
|
Jul 23, 2025 Q2 2025 |
692
shares
|
$352,933
0.07% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
691
shares
|
$352,423
0.08% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
689
shares
|
$351,403
0.01% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
688
shares
|
$350,893
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
682
shares
|
$347,833
0.22% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Corbyn Investment Management Inc
|
Aug 08, 2025 Q2 2025 |
680
shares
|
$346,813
0.17% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
680
shares
|
$346,813
0.22% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
680
shares
|
$346,813
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
680
shares
|
$346,813
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
679
shares
|
$346,303
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
678
shares
|
$345,793
0.25% of portfolio
|
Q1 2025
Added 228.76%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
676
shares
|
$344,773
0.87% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
672
shares
|
$342,733
0.8% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
670
shares
|
$341,713
0.14% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
670
shares
|
$341,713
0.09% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
669
shares
|
$341,203
0.22% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
669
shares
|
$341,203
0.25% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Aug 14, 2025 Q2 2025 |
667
shares
|
$340,183
0.2% of portfolio
|
Q2 2025
Reduced 20.22%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$339,163
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
665
shares
|
$339,163
0.27% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
663
shares
|
$338,143
0.14% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
661
shares
|
$337,123
0.24% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$336,613
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
656
shares
|
$334,573
0.25% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
652
shares
|
$332,533
0.27% of portfolio
|
Q2 2025
New holding
|