Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,528 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 |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$5.26 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
10,392
shares
|
$5.25 Million
4.2% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
10,374
shares
|
$5.24 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
10,350
shares
|
$5.23 Million
3.32% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,349
shares
|
$5.23 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
10,347
shares
|
$5.23 Million
1.73% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
10,345
shares
|
$5.23 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
10,333
shares
|
$5.22 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
10,311
shares
|
$5.21 Million
1.95% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$5.21 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
10,283
shares
|
$5.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
10,274
shares
|
$5.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 39.62%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$5.19 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
10,229
shares
|
$5.17 Million
2.76% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
10,228
shares
|
$5.17 Million
1.51% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
10,224
shares
|
$5.17 Million
0.42% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
Stillwater Wealth Management Group
Juno Beach, FL |
May 01, 2025 Q1 2025 |
10,215
shares
|
$5.16 Million
3.32% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
10,212
shares
|
$5.16 Million
1.06% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
10,212
shares
|
$5.16 Million
3.62% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
10,206
shares
|
$5.16 Million
0.38% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
10,173
shares
|
$5.14 Million
1.46% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
10,164
shares
|
$5.14 Million
2.29% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
10,160
shares
|
$5.13 Million
3.62% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
10,157
shares
|
$5.13 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
10,153
shares
|
$5.13 Million
1.25% of portfolio
|
Q1 2025
Added 22.83%
|