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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
10,685
shares
|
$5.46 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
10,639
shares
|
$5.44 Million
0.45% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
10,623
shares
|
$5.43 Million
0.67% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
10,621
shares
|
$5.43 Million
0.77% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
May 15, 2025 Q1 2025 |
10,600
shares
|
$5.42 Million
4.87% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
10,600
shares
|
$5.42 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,598
shares
|
$5.41 Million
1.3% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
10,595
shares
|
$5.41 Million
2.25% of portfolio
|
Q1 2025
Reduced 76.05%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
10,590
shares
|
$5.41 Million
2.76% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
10,580
shares
|
$5.41 Million
1.12% of portfolio
|
Q2 2025
Added 19.91%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
10,520
shares
|
$5.37 Million
1.97% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
10,467
shares
|
$5.35 Million
1.58% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
10,462
shares
|
$5.34 Million
3.12% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
10,461
shares
|
$5.34 Million
2.8% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
10,454
shares
|
$5.34 Million
4.29% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,452
shares
|
$5.34 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Madden Securities Corp
|
Jul 22, 2025 Q2 2025 |
10,447
shares
|
$5.34 Million
2.14% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
10,443
shares
|
$5.34 Million
2.59% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
10,428
shares
|
$5.33 Million
4.72% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
10,423
shares
|
$5.32 Million
0.89% of portfolio
|
Q1 2025
Added 61.3%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
10,419
shares
|
$5.32 Million
4.14% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
10,416
shares
|
$5.32 Million
1.15% of portfolio
|
Q2 2025
Added 74.38%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
10,415
shares
|
$5.32 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$5.32 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
10,392
shares
|
$5.31 Million
4.2% of portfolio
|
Q2 2025
Reduced 5.79%
|