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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
7,582
shares
|
$3.88 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Truxt Investmentos Ltda.
|
Feb 03, 2025 Q4 2024 |
7,572
shares
|
$3.87 Million
5.68% of portfolio
|
Q4 2024
Reduced 70.71%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
7,560
shares
|
$3.87 Million
0.91% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
7,556
shares
|
$3.87 Million
1.95% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
7,543
shares
|
$3.86 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
7,535
shares
|
$3.86 Million
1.79% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Blooom, Inc.
|
Nov 01, 2022 Q3 2022 |
7,527
shares
|
$3.85 Million
3.71% of portfolio
|
Q3 2022
Added 10.08%
|
|
|
Connective Portfolio Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,519
shares
|
$3.85 Million
8.78% of portfolio
|
Q2 2025
Added 49.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7,519
shares
|
$3.85 Million
0.29% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2025 Q1 2025 |
7,500
shares
|
$3.84 Million
0.54% of portfolio
|
Q1 2025
Reduced 58.79%
|
|
|
Telligent Fund, LP
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
7,500
shares
|
$3.84 Million
3.13% of portfolio
|
Q1 2025
Reduced 55.88%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
7,492
shares
|
$3.83 Million
1.74% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
7,491
shares
|
$3.83 Million
3.45% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
7,486
shares
|
$3.83 Million
2.09% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,479
shares
|
$3.83 Million
0.59% of portfolio
|
Q1 2025
Added 30.32%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
7,477
shares
|
$3.83 Million
1.45% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
7,474
shares
|
$3.82 Million
1.75% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
7,471
shares
|
$3.82 Million
0.84% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
7,470
shares
|
$3.82 Million
1.21% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
7,468
shares
|
$3.82 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
7,457
shares
|
$3.82 Million
1.84% of portfolio
|
Q1 2025
New holding
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
7,452
shares
|
$3.81 Million
2.51% of portfolio
|
Q2 2025
Added 44.36%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,438
shares
|
$3.81 Million
1.14% of portfolio
|
Q1 2024
Added 1.82%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7,434
shares
|
$3.8 Million
0.65% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
7,422
shares
|
$3.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 90.64%
|