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 |
|---|---|---|---|---|---|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
9,387
shares
|
$4.79 Million
1.46% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
9,383
shares
|
$4.79 Million
1.65% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
9,364
shares
|
$4.78 Million
1.88% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
9,360
shares
|
$4.77 Million
2.33% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
9,357
shares
|
$4.77 Million
1.15% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
9,355
shares
|
$4.77 Million
0.5% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
9,349
shares
|
$4.77 Million
3.68% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Platinum Investment Management LTD
Sydney Australia 2000, C3 |
Jul 18, 2025 Q2 2025 |
9,340
shares
|
$4.76 Million
0.33% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
9,336
shares
|
$4.76 Million
0.92% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
9,335
shares
|
$4.76 Million
3.47% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,311
shares
|
$4.75 Million
1.17% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
9,310
shares
|
$4.75 Million
2.84% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
9,301
shares
|
$4.74 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
9,298
shares
|
$4.74 Million
1.12% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
9,296
shares
|
$4.74 Million
3.79% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
9,294
shares
|
$4.74 Million
1.67% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
9,293
shares
|
$4.74 Million
3.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
9,288
shares
|
$4.74 Million
2.43% of portfolio
|
Q2 2025
Added 47.19%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
9,285
shares
|
$4.74 Million
3.32% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
9,282
shares
|
$4.73 Million
3.47% of portfolio
|
Q3 2022
Added 2.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
9,277
shares
|
$4.73 Million
0.69% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
9,276
shares
|
$4.73 Million
0.76% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
9,273
shares
|
$4.73 Million
1.04% of portfolio
|
Q1 2025
Added 11.29%
|
|
|
Tsai Capital Corp
New York, NY |
May 13, 2025 Q1 2025 |
9,263
shares
|
$4.72 Million
3.32% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
9,263
shares
|
$4.72 Million
1.77% of portfolio
|
Q1 2025
Added 3.29%
|