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 |
|---|---|---|---|---|---|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
7,418
shares
|
$3.8 Million
1.82% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
7,418
shares
|
$3.8 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,394
shares
|
$3.78 Million
0.93% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
7,393
shares
|
$3.78 Million
1.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
7,391
shares
|
$3.78 Million
2.0% of portfolio
|
Q1 2025
Added 188.71%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
7,374
shares
|
$3.77 Million
1.11% of portfolio
|
Q4 2022
Added 0.86%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
7,371
shares
|
$3.77 Million
2.34% of portfolio
|
Q1 2025
Added 115.91%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
7,369
shares
|
$3.77 Million
2.1% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
7,362
shares
|
$3.77 Million
0.67% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
7,358
shares
|
$3.77 Million
2.43% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
7,356
shares
|
$3.76 Million
1.43% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
7,350
shares
|
$3.76 Million
1.11% of portfolio
|
Q4 2024
Reduced 42.35%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
7,348
shares
|
$3.76 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
7,342
shares
|
$3.76 Million
1.07% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
7,337
shares
|
$3.75 Million
0.87% of portfolio
|
Q1 2023
Reduced 0.77%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
7,335
shares
|
$3.75 Million
1.34% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
7,332
shares
|
$3.75 Million
2.49% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,318
shares
|
$3.74 Million
1.73% of portfolio
|
Q3 2023
Added 19.42%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
7,313
shares
|
$3.74 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
7,280
shares
|
$3.73 Million
3.08% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
7,279
shares
|
$3.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
7,272
shares
|
$3.72 Million
0.79% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
7,264
shares
|
$3.72 Million
1.36% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,264
shares
|
$3.72 Million
0.77% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
7,258
shares
|
$3.71 Million
1.01% of portfolio
|
Q2 2025
Reduced 15.54%
|