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 |
|---|---|---|---|---|---|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
7,895
shares
|
$4.04 Million
2.81% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
7,884
shares
|
$4.03 Million
1.11% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jul 08, 2025 Q2 2025 |
7,876
shares
|
$4.03 Million
3.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
7,875
shares
|
$4.03 Million
0.07% of portfolio
|
Q1 2025
Reduced 98.43%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
7,871
shares
|
$4.03 Million
2.23% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
7,857
shares
|
$4.02 Million
0.71% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
7,849
shares
|
$4.02 Million
1.52% of portfolio
|
Q2 2025
Added 58.79%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
7,843
shares
|
$4.01 Million
1.17% of portfolio
|
Q2 2025
Reduced 32.38%
|
|
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
May 09, 2025 Q1 2025 |
7,835
shares
|
$4.01 Million
2.79% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
7,833
shares
|
$4.01 Million
1.01% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Tevis Investment Management
|
Apr 25, 2025 Q1 2025 |
7,831
shares
|
$4.01 Million
2.16% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
7,831
shares
|
$4.01 Million
1.59% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
7,829
shares
|
$4.01 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
7,818
shares
|
$4 Million
0.45% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
7,817
shares
|
$4 Million
3.42% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
7,807
shares
|
$3.99 Million
1.2% of portfolio
|
Q3 2024
Added 1959.89%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
7,798
shares
|
$3.99 Million
2.99% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
7,797
shares
|
$3.99 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
7,790
shares
|
$3.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
7,783
shares
|
$3.98 Million
0.29% of portfolio
|
Q4 2023
Reduced 3.11%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
7,767
shares
|
$3.97 Million
2.29% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
7,760
shares
|
$3.97 Million
0.35% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
7,755
shares
|
$3.97 Million
2.21% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
7,754
shares
|
$3.97 Million
1.75% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
May 13, 2025 Q1 2025 |
7,750
shares
|
$3.97 Million
2.01% of portfolio
|
Q1 2025
Reduced 29.86%
|