Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,526 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 |
|---|---|---|---|---|---|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.86 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,530
shares
|
$4.86 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
9,530
shares
|
$4.86 Million
1.92% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
9,529
shares
|
$4.86 Million
2.25% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,529
shares
|
$4.86 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
9,522
shares
|
$4.86 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,516
shares
|
$4.85 Million
2.78% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,511
shares
|
$4.85 Million
0.33% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
9,492
shares
|
$4.84 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
9,490
shares
|
$4.84 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
9,486
shares
|
$4.84 Million
3.56% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,484
shares
|
$4.84 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
9,479
shares
|
$4.83 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
9,479
shares
|
$4.83 Million
2.3% of portfolio
|
Q1 2025
New holding
|
|
|
Lakehouse Capital Pty LTD
Sydney Nsw, C3 |
May 14, 2025 Q1 2025 |
9,472
shares
|
$4.83 Million
2.36% of portfolio
|
Q3 2024
Reduced 34.55%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,448
shares
|
$4.82 Million
1.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
9,445
shares
|
$4.82 Million
0.99% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
9,437
shares
|
$4.81 Million
1.93% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
9,436
shares
|
$4.81 Million
1.82% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 09, 2025 Q1 2025 |
9,422
shares
|
$4.81 Million
3.02% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
9,418
shares
|
$4.8 Million
2.16% of portfolio
|
Q1 2025
Added 39.11%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
9,407
shares
|
$4.8 Million
2.46% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
9,400
shares
|
$4.79 Million
2.03% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Precept Management LLC
Dallas, TX |
Nov 14, 2023 Q3 2023 |
9,400
shares
|
$4.79 Million
2.37% of portfolio
|
Q3 2023
Reduced 76.5%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
9,396
shares
|
$4.79 Million
1.85% of portfolio
|
Q1 2024
Reduced 2.96%
|