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 |
|---|---|---|---|---|---|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
9,163
shares
|
$4.63 Million
1.16% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
9,152
shares
|
$4.62 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
9,150
shares
|
$4.62 Million
1.76% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,142
shares
|
$4.62 Million
2.22% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
9,141
shares
|
$4.62 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
9,138
shares
|
$4.62 Million
1.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,135
shares
|
$4.62 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,134
shares
|
$4.62 Million
1.83% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
9,128
shares
|
$4.61 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
9,127
shares
|
$4.61 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
9,126
shares
|
$4.61 Million
2.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$4.61 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
9,110
shares
|
$4.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
9,109
shares
|
$4.6 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
9,096
shares
|
$4.6 Million
1.53% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,093
shares
|
$4.59 Million
0.9% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
9,093
shares
|
$4.59 Million
2.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
9,089
shares
|
$4.59 Million
3.11% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,087
shares
|
$4.59 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
9,085
shares
|
$4.59 Million
0.53% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
9,082
shares
|
$4.59 Million
1.4% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Provident Trust CO
|
May 02, 2025 Q1 2025 |
9,072
shares
|
$4.58 Million
0.07% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,067
shares
|
$4.58 Million
1.03% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,060
shares
|
$4.58 Million
0.74% of portfolio
|
Q2 2023
Reduced 21.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
9,047
shares
|
$4.57 Million
1.69% of portfolio
|
Q2 2025
Added 6.49%
|