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 |
|---|---|---|---|---|---|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
10,131
shares
|
$5.12 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
10,098
shares
|
$5.1 Million
1.78% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
10,095
shares
|
$5.1 Million
1.7% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
10,086
shares
|
$5.1 Million
0.49% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,086
shares
|
$5.1 Million
1.1% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,080
shares
|
$5.09 Million
1.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$5.08 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
10,044
shares
|
$5.07 Million
1.44% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$5.07 Million
3.3% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
10,006
shares
|
$5.06 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Robert Olstein
Olstein Capital Management, L.P.
|
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$5.05 Million
0.93% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
United Fire Group Inc
Cedar Rapids, IA |
Feb 13, 2024 Q4 2023 |
10,000
shares
|
$5.05 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
10,000
shares
|
$5.05 Million
4.26% of portfolio
|
Q1 2025
Reduced 44.83%
|
|
|
Miura Global Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,000
shares
|
$5.05 Million
5.7% of portfolio
|
Q1 2025
Reduced 68.75%
|
|
|
Perseverance Asset Management International
George Town, E9 |
May 13, 2025 Q1 2025 |
10,000
shares
|
$5.05 Million
0.49% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
9,996
shares
|
$5.05 Million
0.37% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,991
shares
|
$5.05 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,977
shares
|
$5.04 Million
0.38% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
9,970
shares
|
$5.04 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,921
shares
|
$5.01 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
9,919
shares
|
$5.01 Million
2.82% of portfolio
|
Q1 2025
Added 136.34%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
9,916
shares
|
$5.01 Million
0.65% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
9,911
shares
|
$5.01 Million
0.95% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
9,909
shares
|
$5.01 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,901
shares
|
$5 Million
1.68% of portfolio
|
Q2 2025
Added 8.1%
|