Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,523 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 $2.67 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,519
shares
|
$4.36 Million
0.31% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
8,501
shares
|
$4.35 Million
1.56% of portfolio
|
Q2 2023
Reduced 3.18%
|
|
|
Evergreen Wealth Management, LLC
Williamston, MI |
May 05, 2025 Q1 2025 |
8,496
shares
|
$4.35 Million
1.9% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
8,496
shares
|
$4.35 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
8,493
shares
|
$4.35 Million
2.06% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
8,488
shares
|
$4.34 Million
1.55% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
8,484
shares
|
$4.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
8,476
shares
|
$4.34 Million
1.1% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
8,474
shares
|
$4.34 Million
2.36% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Tributary Capital Management, LLC
|
May 02, 2025 Q1 2025 |
8,471
shares
|
$4.33 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
8,471
shares
|
$4.33 Million
0.91% of portfolio
|
Q1 2025
Added 266.55%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,466
shares
|
$4.33 Million
1.7% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
8,461
shares
|
$4.33 Million
2.06% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
8,460
shares
|
$4.33 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
8,459
shares
|
$4.33 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
8,457
shares
|
$4.33 Million
0.7% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
May 15, 2025 Q1 2025 |
8,456
shares
|
$4.33 Million
3.5% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
8,448
shares
|
$4.32 Million
0.72% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
8,447
shares
|
$4.32 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
8,443
shares
|
$4.32 Million
1.28% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,443
shares
|
$4.32 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
8,439
shares
|
$4.32 Million
1.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
8,425
shares
|
$4.31 Million
3.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
8,422
shares
|
$4.31 Million
0.38% of portfolio
|
Q1 2025
Reduced 9.82%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
8,402
shares
|
$4.3 Million
1.8% of portfolio
|
Q2 2025
Added 2.05%
|