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 |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
8,399
shares
|
$4.3 Million
3.09% of portfolio
|
Q1 2025
Reduced 48.67%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
8,372
shares
|
$4.28 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
8,368
shares
|
$4.28 Million
2.89% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Jul 17, 2025 Q2 2025 |
8,361
shares
|
$4.28 Million
2.69% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
8,357
shares
|
$4.28 Million
4.71% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
8,345
shares
|
$4.27 Million
0.86% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
8,345
shares
|
$4.27 Million
1.32% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
8,344
shares
|
$4.27 Million
4.14% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
8,342
shares
|
$4.27 Million
0.44% of portfolio
|
Q1 2025
Reduced 60.15%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
8,334
shares
|
$4.26 Million
0.86% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
8,319
shares
|
$4.26 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,315
shares
|
$4.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 46.1%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
8,305
shares
|
$4.25 Million
1.03% of portfolio
|
Q1 2025
Added 30.11%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
8,304
shares
|
$4.25 Million
2.58% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
8,303
shares
|
$4.25 Million
2.81% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
8,301
shares
|
$4.25 Million
1.0% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,301
shares
|
$4.25 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
8,299
shares
|
$4.25 Million
3.1% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,280
shares
|
$4.24 Million
2.78% of portfolio
|
Q3 2021
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
8,269
shares
|
$4.23 Million
2.56% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,252
shares
|
$4.22 Million
1.72% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
8,236
shares
|
$4.21 Million
1.82% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
8,229
shares
|
$4.21 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
8,226
shares
|
$4.21 Million
2.96% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
8,217
shares
|
$4.2 Million
1.86% of portfolio
|
Q1 2025
Reduced 6.71%
|