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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
6,739
shares
|
$3.45 Million
0.12% of portfolio
|
Q1 2025
Added 571.22%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,724
shares
|
$3.44 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
6,724
shares
|
$3.44 Million
2.24% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
6,723
shares
|
$3.44 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
6,723
shares
|
$3.44 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,714
shares
|
$3.44 Million
0.79% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
6,709
shares
|
$3.43 Million
1.57% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Scott Investment Partners LLP
|
Nov 01, 2023 Q3 2023 |
6,700
shares
|
$3.43 Million
4.86% of portfolio
|
Q3 2022
Reduced 77.05%
|
|
|
Watershed Asset Management, L.L.C.
|
Feb 02, 2024 Q4 2023 |
6,700
shares
|
$3.43 Million
2.95% of portfolio
|
Q4 2023
Reduced 19.28%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,697
shares
|
$3.43 Million
0.61% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
6,687
shares
|
$3.42 Million
1.21% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
6,678
shares
|
$3.42 Million
1.72% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
S. R. Schill & Associates
Mercer Island, WA |
Jul 02, 2025 Q2 2025 |
6,675
shares
|
$3.42 Million
2.45% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
6,674
shares
|
$3.42 Million
1.74% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
6,669
shares
|
$3.41 Million
1.73% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
6,663
shares
|
$3.41 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
6,651
shares
|
$3.4 Million
1.6% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
6,650
shares
|
$3.4 Million
1.52% of portfolio
|
Q1 2025
Added 907.58%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
6,649
shares
|
$3.4 Million
0.72% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
6,648
shares
|
$3.4 Million
1.64% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Fosun International LTD
|
May 14, 2025 Q1 2025 |
6,633
shares
|
$3.39 Million
2.68% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
6,630
shares
|
$3.39 Million
2.73% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
6,628
shares
|
$3.39 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
6,627
shares
|
$3.39 Million
2.26% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
6,610
shares
|
$3.38 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.35%
|