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 |
|---|---|---|---|---|---|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
6,325
shares
|
$3.24 Million
0.83% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
6,324
shares
|
$3.24 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
6,322
shares
|
$3.23 Million
1.82% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
6,322
shares
|
$3.23 Million
1.55% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
6,319
shares
|
$3.23 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
6,317
shares
|
$3.23 Million
0.75% of portfolio
|
Q2 2023
Reduced 3.07%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
6,316
shares
|
$3.23 Million
3.11% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
6,311
shares
|
$3.23 Million
1.11% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
6,311
shares
|
$3.23 Million
0.5% of portfolio
|
Q1 2025
Added 61.04%
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Apr 24, 2025 Q1 2025 |
6,306
shares
|
$3.23 Million
2.35% of portfolio
|
Q1 2025
Added 885.31%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
6,301
shares
|
$3.22 Million
0.67% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,294
shares
|
$3.22 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
6,294
shares
|
$3.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
6,291
shares
|
$3.22 Million
0.9% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
6,285
shares
|
$3.22 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
6,285
shares
|
$3.22 Million
0.52% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
6,279
shares
|
$3.21 Million
0.82% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
6,277
shares
|
$3.21 Million
0.37% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
6,274
shares
|
$3.21 Million
1.44% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,271
shares
|
$3.21 Million
1.84% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Jul 17, 2025 Q2 2025 |
6,265
shares
|
$3.21 Million
1.36% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,260
shares
|
$3.2 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
6,257
shares
|
$3.2 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
6,252
shares
|
$3.2 Million
0.43% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
6,250
shares
|
$3.2 Million
2.08% of portfolio
|
Q3 2023
Added 4.97%
|