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 |
|---|---|---|---|---|---|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
8,208
shares
|
$4.2 Million
0.96% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
8,204
shares
|
$4.2 Million
3.79% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
8,202
shares
|
$4.2 Million
2.96% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
8,192
shares
|
$4.19 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
8,188
shares
|
$4.19 Million
3.63% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
8,184
shares
|
$4.19 Million
1.2% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
8,183
shares
|
$4.19 Million
1.87% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
8,176
shares
|
$4.18 Million
1.1% of portfolio
|
Q1 2025
Added 591.12%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
8,172
shares
|
$4.18 Million
2.03% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
8,172
shares
|
$4.18 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
8,170
shares
|
$4.18 Million
1.39% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
8,167
shares
|
$4.18 Million
1.25% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
8,158
shares
|
$4.17 Million
4.12% of portfolio
|
Q3 2023
Added 17.31%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
8,150
shares
|
$4.17 Million
2.98% of portfolio
|
Q1 2025
Reduced 45.22%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
8,149
shares
|
$4.17 Million
0.89% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
8,135
shares
|
$4.16 Million
2.24% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
8,132
shares
|
$4.16 Million
2.71% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
8,125
shares
|
$4.16 Million
1.7% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
8,113
shares
|
$4.15 Million
1.57% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
8,106
shares
|
$4.15 Million
2.28% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
8,104
shares
|
$4.15 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
8,087
shares
|
$4.14 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
8,082
shares
|
$4.14 Million
2.23% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
8,080
shares
|
$4.13 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
8,056
shares
|
$4.12 Million
0.36% of portfolio
|
Q1 2025
Added 0.57%
|