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 |
|---|---|---|---|---|---|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
10,153
shares
|
$5.19 Million
1.25% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Keene & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
10,151
shares
|
$5.19 Million
3.59% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
10,142
shares
|
$5.18 Million
0.95% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
Feb 14, 2023 Q4 2022 |
10,141
shares
|
$5.18 Million
2.47% of portfolio
|
Q4 2022
New holding
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
10,136
shares
|
$5.18 Million
3.76% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Satovsky Asset Management LLC
|
May 01, 2025 Q1 2025 |
10,131
shares
|
$5.18 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
10,123
shares
|
$5.17 Million
1.99% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
10,098
shares
|
$5.16 Million
1.78% of portfolio
|
Q2 2025
Added 15.99%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
10,095
shares
|
$5.16 Million
1.7% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
10,086
shares
|
$5.15 Million
0.49% of portfolio
|
Q1 2025
Added 38.52%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
10,086
shares
|
$5.15 Million
1.1% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,080
shares
|
$5.15 Million
1.06% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
10,047
shares
|
$5.13 Million
7.21% of portfolio
|
Q4 2023
Reduced 0.84%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
10,044
shares
|
$5.13 Million
1.44% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
10,039
shares
|
$5.13 Million
3.3% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
10,006
shares
|
$5.11 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
|
$5.11 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
|
$5.11 Million
6.83% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
May 13, 2025 Q1 2025 |
10,000
shares
|
$5.11 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
|
$5.11 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
|
$5.11 Million
0.49% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
9,996
shares
|
$5.11 Million
0.37% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,991
shares
|
$5.1 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,977
shares
|
$5.1 Million
0.38% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,921
shares
|
$5.07 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.19%
|