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 |
|---|---|---|---|---|---|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
9,127
shares
|
$4.61 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
|
$4.61 Million
2.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,115
shares
|
$4.61 Million
1.8% of portfolio
|
Q1 2023
Added 9.25%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
9,110
shares
|
$4.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
9,109
shares
|
$4.6 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
9,096
shares
|
$4.6 Million
1.53% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
9,093
shares
|
$4.59 Million
0.9% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
9,093
shares
|
$4.59 Million
2.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
9,089
shares
|
$4.59 Million
3.11% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,087
shares
|
$4.59 Million
2.81% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
9,085
shares
|
$4.59 Million
0.53% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
9,082
shares
|
$4.59 Million
1.4% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Provident Trust CO
|
May 02, 2025 Q1 2025 |
9,072
shares
|
$4.58 Million
0.07% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,067
shares
|
$4.58 Million
1.03% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
9,060
shares
|
$4.58 Million
0.74% of portfolio
|
Q2 2023
Reduced 21.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
9,047
shares
|
$4.57 Million
1.69% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
9,045
shares
|
$4.57 Million
0.27% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Riverpark Capital Management LLC
New York, NY |
May 12, 2025 Q1 2025 |
9,043
shares
|
$4.57 Million
6.24% of portfolio
|
Q1 2025
Added 6.75%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
9,041
shares
|
$4.57 Million
3.42% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
9,040
shares
|
$4.57 Million
2.81% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
9,016
shares
|
$4.56 Million
0.77% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
9,016
shares
|
$4.56 Million
3.47% of portfolio
|
Q1 2025
Added 33.43%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
9,016
shares
|
$4.56 Million
2.69% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Apr 16, 2025 Q1 2025 |
9,012
shares
|
$4.55 Million
2.14% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
9,004
shares
|
$4.55 Million
2.01% of portfolio
|
Q1 2025
Reduced 4.25%
|