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 |
---|---|---|---|---|---|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
6,431
shares
|
$3.29 Million
1.51% of portfolio
|
Q2 2025
Added 3.48%
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
6,430
shares
|
$3.29 Million
0.84% of portfolio
|
Q1 2025
Added 1.97%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
6,429
shares
|
$3.29 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
6,422
shares
|
$3.29 Million
0.78% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
6,414
shares
|
$3.28 Million
1.49% of portfolio
|
Q1 2025
Added 0.34%
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
6,412
shares
|
$3.28 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
6,411
shares
|
$3.28 Million
2.08% of portfolio
|
Q1 2025
New holding
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
6,410
shares
|
$3.28 Million
1.46% of portfolio
|
Q2 2025
Added 0.05%
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
6,408
shares
|
$3.28 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
6,406
shares
|
$3.28 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
May 05, 2025 Q1 2025 |
6,405
shares
|
$3.28 Million
2.96% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
6,403
shares
|
$3.28 Million
0.97% of portfolio
|
Q2 2025
Added 2.79%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
6,403
shares
|
$3.28 Million
2.37% of portfolio
|
Q2 2025
Added 4.25%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
6,403
shares
|
$3.28 Million
1.16% of portfolio
|
Q2 2025
Added 1.09%
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6,397
shares
|
$3.27 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,384
shares
|
$3.27 Million
0.11% of portfolio
|
Q1 2025
Added 67.74%
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
6,383
shares
|
$3.27 Million
1.25% of portfolio
|
Q1 2025
Added 0.93%
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
6,380
shares
|
$3.26 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
6,367
shares
|
$3.26 Million
1.38% of portfolio
|
Q2 2025
Added 2.31%
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,361
shares
|
$3.25 Million
0.03% of portfolio
|
Q1 2025
Added 24.63%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
6,354
shares
|
$3.25 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
6,334
shares
|
$3.24 Million
1.19% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,326
shares
|
$3.24 Million
1.2% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
6,326
shares
|
$3.24 Million
0.44% of portfolio
|
Q1 2025
Reduced 42.13%
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
6,326
shares
|
$3.24 Million
1.33% of portfolio
|
Q1 2025
Added 0.36%
|