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 |
|---|---|---|---|---|---|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
509
shares
|
$259,600
0.16% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
508
shares
|
$259,090
0.29% of portfolio
|
Q4 2024
Reduced 81.34%
|
|
|
Black Point Wealth Management
Naples, FL |
Jul 16, 2025 Q2 2025 |
508
shares
|
$259,090
7.22% of portfolio
|
Q2 2025
Reduced 86.96%
|
|
|
Af Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
504
shares
|
$257,050
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
504
shares
|
$257,050
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
501
shares
|
$255,520
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
Oct 21, 2024 Q3 2024 |
500
shares
|
$255,010
30.82% of portfolio
|
Q3 2024
Reduced 88.03%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
500
shares
|
$255,010
0.06% of portfolio
|
Q2 2025
Reduced 58.33%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
497
shares
|
$253,479
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
497
shares
|
$253,479
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
495
shares
|
$252,459
0.18% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
494
shares
|
$251,949
0.16% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
494
shares
|
$251,949
0.21% of portfolio
|
Q2 2025
Reduced 79.87%
|
|
|
ETF Store, Inc.
|
Aug 06, 2025 Q2 2025 |
493
shares
|
$251,439
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Aug 08, 2025 Q2 2025 |
493
shares
|
$251,439
0.14% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
493
shares
|
$251,439
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
490
shares
|
$249,909
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
484
shares
|
$246,849
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
482
shares
|
$245,829
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Livelsberger Financial Advisory
Ashland, OH |
Jul 08, 2025 Q2 2025 |
480
shares
|
$244,809
4.62% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
477
shares
|
$243,279
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
471
shares
|
$240,219
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
470
shares
|
$239,709
0.11% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
469
shares
|
$239,199
0.12% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
466
shares
|
$237,669
0.0% of portfolio
|
Q2 2025
Added 288.33%
|