Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,513 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 $2.62 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
6,228
shares
|
$3.13 Million
0.32% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,224
shares
|
$3.13 Million
1.95% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
6,218
shares
|
$3.13 Million
2.31% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
6,215
shares
|
$3.13 Million
1.24% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
6,214
shares
|
$3.13 Million
0.95% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jul 09, 2025 Q2 2025 |
6,214
shares
|
$3.13 Million
2.38% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
6,199
shares
|
$3.12 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
6,196
shares
|
$3.12 Million
2.31% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
6,182
shares
|
$3.11 Million
1.33% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,168
shares
|
$3.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,163
shares
|
$3.1 Million
0.55% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,163
shares
|
$3.1 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
6,162
shares
|
$3.1 Million
1.04% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
6,162
shares
|
$3.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 52.14%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
6,161
shares
|
$3.1 Million
1.58% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,145
shares
|
$3.09 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
6,133
shares
|
$3.09 Million
1.83% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
6,133
shares
|
$3.09 Million
1.89% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
6,127
shares
|
$3.08 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
6,120
shares
|
$3.08 Million
0.34% of portfolio
|
Q1 2025
Added 162.89%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
6,120
shares
|
$3.08 Million
1.56% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
6,119
shares
|
$3.08 Million
8.62% of portfolio
|
Q3 2023
Reduced 59.88%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
6,117
shares
|
$3.08 Million
2.07% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,115
shares
|
$3.08 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
6,110
shares
|
$3.07 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.72%
|