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 |
|---|---|---|---|---|---|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
7,083
shares
|
$3.62 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
7,081
shares
|
$3.62 Million
1.99% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
7,073
shares
|
$3.62 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
7,055
shares
|
$3.61 Million
2.21% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Tiff Advisory Services Inc
|
May 13, 2025 Q1 2025 |
7,054
shares
|
$3.61 Million
0.63% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Triton Wealth Management, Pllc
|
Mar 18, 2025 Q4 2024 |
7,052
shares
|
$3.61 Million
1.59% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
7,051
shares
|
$3.61 Million
2.0% of portfolio
|
Q1 2025
Reduced 64.88%
|
|
|
Exane Asset Management
|
Jul 17, 2025 Q2 2025 |
7,049
shares
|
$3.61 Million
1.95% of portfolio
|
Q2 2025
Reduced 51.9%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
7,045
shares
|
$3.6 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
7,041
shares
|
$3.6 Million
2.71% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
7,025
shares
|
$3.59 Million
0.76% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
7,018
shares
|
$3.59 Million
0.92% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
7,018
shares
|
$3.59 Million
2.81% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
7,018
shares
|
$3.59 Million
0.49% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
7,010
shares
|
$3.59 Million
1.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,008
shares
|
$3.59 Million
1.14% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Northern Capital Management, Inc.
|
May 09, 2025 Q1 2025 |
7,004
shares
|
$3.58 Million
1.71% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
7,000
shares
|
$3.58 Million
2.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,998
shares
|
$3.58 Million
2.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
6,997
shares
|
$3.58 Million
2.14% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
6,993
shares
|
$3.58 Million
2.49% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
6,990
shares
|
$3.58 Million
0.8% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
6,990
shares
|
$3.58 Million
1.27% of portfolio
|
Q1 2025
Added 48.95%
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
6,985
shares
|
$3.57 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,975
shares
|
$3.57 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.94%
|