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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,944
shares
|
$3.55 Million
1.81% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
6,932
shares
|
$3.55 Million
2.52% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
6,923
shares
|
$3.54 Million
1.3% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
6,916
shares
|
$3.54 Million
1.7% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
6,912
shares
|
$3.54 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
6,898
shares
|
$3.53 Million
0.95% of portfolio
|
Q1 2025
Reduced 76.73%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,892
shares
|
$3.53 Million
2.08% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
May 15, 2025 Q1 2025 |
6,886
shares
|
$3.52 Million
2.3% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,872
shares
|
$3.52 Million
0.98% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
6,868
shares
|
$3.51 Million
1.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
6,864
shares
|
$3.51 Million
1.55% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
6,860
shares
|
$3.51 Million
1.14% of portfolio
|
Q2 2025
Reduced 26.7%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
6,855
shares
|
$3.51 Million
1.49% of portfolio
|
Q1 2025
Reduced 19.52%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
6,850
shares
|
$3.51 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
6,819
shares
|
$3.49 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
6,810
shares
|
$3.48 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
6,801
shares
|
$3.48 Million
0.46% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
6,796
shares
|
$3.48 Million
3.61% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
6,791
shares
|
$3.47 Million
0.52% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Apr 25, 2025 Q1 2025 |
6,777
shares
|
$3.47 Million
2.08% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
6,771
shares
|
$3.46 Million
1.2% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
6,769
shares
|
$3.46 Million
2.48% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
6,766
shares
|
$3.46 Million
1.31% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
6,757
shares
|
$3.46 Million
0.81% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,747
shares
|
$3.45 Million
1.92% of portfolio
|
Q2 2025
Reduced 0.55%
|