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 |
|---|---|---|---|---|---|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
9,249
shares
|
$4.72 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
9,233
shares
|
$4.71 Million
1.2% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
9,226
shares
|
$4.71 Million
1.87% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
9,222
shares
|
$4.7 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
9,212
shares
|
$4.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
9,212
shares
|
$4.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
9,212
shares
|
$4.7 Million
4.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,197
shares
|
$4.69 Million
1.45% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
9,192
shares
|
$4.69 Million
0.75% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
9,184
shares
|
$4.68 Million
0.68% of portfolio
|
Q2 2025
Added 23.79%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
9,183
shares
|
$4.68 Million
1.23% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
9,164
shares
|
$4.67 Million
3.06% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
9,163
shares
|
$4.67 Million
0.42% of portfolio
|
Q3 2022
Added 5.18%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
9,163
shares
|
$4.67 Million
1.16% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
9,152
shares
|
$4.67 Million
1.38% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Game Creek Capital, LP
Boston, MA |
May 15, 2025 Q1 2025 |
9,150
shares
|
$4.67 Million
1.76% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
9,142
shares
|
$4.66 Million
2.22% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
9,141
shares
|
$4.66 Million
2.55% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
9,138
shares
|
$4.66 Million
1.01% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
9,135
shares
|
$4.66 Million
2.54% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
9,134
shares
|
$4.66 Million
1.83% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
9,128
shares
|
$4.66 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
9,127
shares
|
$4.66 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
9,126
shares
|
$4.65 Million
2.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$4.65 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|