Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,619 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 $3.23 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saban Cheryl
Los Angeles, CA |
Nov 08, 2022 Q3 2022 |
274
shares
|
$145,011
19.22% of portfolio
|
Q4 2021
Added 1041.67%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
273
shares
|
$144,482
0.12% of portfolio
|
Q3 2022
Reduced 20.64%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
240
shares
|
$127,017
0.05% of portfolio
|
Q2 2025
Added 45.45%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
229
shares
|
$121,195
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
225
shares
|
$119,079
0.07% of portfolio
|
Q2 2025
Added 104.55%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
208
shares
|
$110,081
0.04% of portfolio
|
Q1 2025
Reduced 99.73%
|
|
|
Bellevue Group Ag
Kuesnacht, V8 |
Aug 14, 2025 Q2 2025 |
203
shares
|
$107,435
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
201
shares
|
$106,377
0.04% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
192
shares
|
$101,614
0.07% of portfolio
|
Q2 2025
Reduced 58.8%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
189
shares
|
$100,026
0.01% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
183
shares
|
$96,850
0.05% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
181
shares
|
$95,792
0.05% of portfolio
|
Q2 2025
Reduced 99.8%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Aug 11, 2025 Q2 2025 |
163
shares
|
$86,266
0.08% of portfolio
|
Q2 2025
Reduced 72.83%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jul 29, 2025 Q2 2025 |
156
shares
|
$82,561
7.07% of portfolio
|
Q2 2025
Reduced 93.83%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
145
shares
|
$76,739
0.11% of portfolio
|
Q1 2025
Reduced 86.61%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
140
shares
|
$74,093
0.02% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
138
shares
|
$73,035
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
126
shares
|
$66,684
3.06% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
University Of Illinois Foundation
Champaign, IL |
Aug 12, 2025 Q2 2025 |
100
shares
|
$52,924
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
95
shares
|
$50,277
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
90
shares
|
$47,631
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
83
shares
|
$43,926
0.04% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$40,751
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
75
shares
|
$39,693
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
73
shares
|
$38,634
0.01% of portfolio
|
Q2 2025
Added 386.67%
|