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 |
|---|---|---|---|---|---|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$331,513
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
649
shares
|
$331,002
0.1% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
649
shares
|
$331,002
0.2% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
646
shares
|
$329,472
0.24% of portfolio
|
Q2 2025
Reduced 26.0%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
645
shares
|
$328,962
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
641
shares
|
$326,922
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Aug 05, 2025 Q2 2025 |
640
shares
|
$326,412
0.32% of portfolio
|
Q2 2025
Reduced 89.85%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
640
shares
|
$326,412
0.3% of portfolio
|
Q2 2025
Reduced 13.51%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
638
shares
|
$325,392
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
638
shares
|
$325,392
0.13% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
637
shares
|
$324,882
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jul 09, 2025 Q2 2025 |
637
shares
|
$324,882
0.15% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
636
shares
|
$324,372
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Aug 12, 2025 Q2 2025 |
633
shares
|
$322,842
0.18% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
631
shares
|
$321,822
0.19% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Aug 07, 2025 Q2 2025 |
631
shares
|
$321,822
0.22% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$320,802
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$320,292
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
622
shares
|
$317,232
0.27% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$314,682
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
617
shares
|
$314,682
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dravo Bay LLC
Wilmington, DE |
Aug 04, 2025 Q2 2025 |
616
shares
|
$314,172
0.16% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
616
shares
|
$314,172
0.36% of portfolio
|
Q1 2025
Reduced 43.02%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
616
shares
|
$314,172
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$313,152
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|