Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,534 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 $2.66 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
10,846
shares
|
$5.54 Million
1.54% of portfolio
|
Q1 2025
Added 8.56%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
10,846
shares
|
$5.54 Million
3.62% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
10,838
shares
|
$5.54 Million
2.05% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,832
shares
|
$5.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
10,831
shares
|
$5.53 Million
0.7% of portfolio
|
Q1 2025
Added 43.29%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,830
shares
|
$5.53 Million
1.99% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
10,830
shares
|
$5.53 Million
1.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Viewpoint Investment Partners Corp
|
Jul 18, 2025 Q2 2025 |
10,820
shares
|
$5.53 Million
3.0% of portfolio
|
Q2 2025
Added 182.06%
|
|
|
Delphi Financial Group, Inc.
|
May 12, 2025 Q1 2025 |
10,800
shares
|
$5.52 Million
2.52% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
10,787
shares
|
$5.51 Million
6.19% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
10,786
shares
|
$5.51 Million
2.48% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
10,786
shares
|
$5.51 Million
1.58% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
10,785
shares
|
$5.51 Million
0.63% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
10,777
shares
|
$5.51 Million
3.59% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
10,762
shares
|
$5.5 Million
1.4% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
10,760
shares
|
$5.5 Million
3.07% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
10,753
shares
|
$5.49 Million
2.34% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
10,745
shares
|
$5.49 Million
2.27% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
10,741
shares
|
$5.49 Million
2.91% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,726
shares
|
$5.48 Million
0.93% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
10,724
shares
|
$5.48 Million
0.41% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
10,723
shares
|
$5.48 Million
1.69% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
10,721
shares
|
$5.48 Million
2.19% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
10,701
shares
|
$5.47 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,700
shares
|
$5.47 Million
1.54% of portfolio
|
Q1 2023
Reduced 1.68%
|