Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,530 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.63 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
9,610
shares
|
$4.86 Million
2.69% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.85 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,593
shares
|
$4.85 Million
3.39% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
9,588
shares
|
$4.84 Million
1.91% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,587
shares
|
$4.84 Million
2.24% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
9,587
shares
|
$4.84 Million
2.23% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
9,581
shares
|
$4.84 Million
1.58% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
9,581
shares
|
$4.84 Million
2.85% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
9,574
shares
|
$4.84 Million
2.45% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,570
shares
|
$4.84 Million
1.47% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
9,569
shares
|
$4.83 Million
1.7% of portfolio
|
Q2 2025
Reduced 31.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
9,557
shares
|
$4.83 Million
0.76% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
9,555
shares
|
$4.83 Million
2.25% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.82 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
9,530
shares
|
$4.82 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,529
shares
|
$4.81 Million
2.25% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,529
shares
|
$4.81 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
9,522
shares
|
$4.81 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,516
shares
|
$4.81 Million
2.78% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,511
shares
|
$4.81 Million
0.33% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
9,492
shares
|
$4.8 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
9,490
shares
|
$4.8 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,484
shares
|
$4.79 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
9,479
shares
|
$4.79 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,479
shares
|
$4.79 Million
2.3% of portfolio
|
Q1 2025
New holding
|