Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,506 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 |
|---|---|---|---|---|---|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
5,847
shares
|
$2.94 Million
1.51% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
5,838
shares
|
$2.94 Million
1.83% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
5,836
shares
|
$2.94 Million
1.19% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
5,825
shares
|
$2.93 Million
3.29% of portfolio
|
Q1 2023
Reduced 4.62%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,819
shares
|
$2.93 Million
1.59% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,807
shares
|
$2.92 Million
1.93% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,807
shares
|
$2.92 Million
2.15% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
5,802
shares
|
$2.92 Million
1.18% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
5,801
shares
|
$2.92 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Portolan Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,797
shares
|
$2.92 Million
0.18% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
5,796
shares
|
$2.92 Million
0.08% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
5,787
shares
|
$2.91 Million
2.13% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
5,779
shares
|
$2.91 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
5,773
shares
|
$2.9 Million
0.75% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
5,766
shares
|
$2.9 Million
0.83% of portfolio
|
Q1 2025
Added 13.08%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
5,764
shares
|
$2.9 Million
1.42% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
5,756
shares
|
$2.9 Million
2.46% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
5,749
shares
|
$2.89 Million
0.79% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,747
shares
|
$2.89 Million
0.42% of portfolio
|
Q2 2023
Reduced 13.37%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
May 01, 2025 Q1 2025 |
5,742
shares
|
$2.89 Million
1.62% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Apr 11, 2025 Q1 2025 |
5,728
shares
|
$2.88 Million
1.79% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Apr 28, 2025 Q1 2025 |
5,724
shares
|
$2.88 Million
2.18% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
5,723
shares
|
$2.88 Million
1.93% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
5,716
shares
|
$2.88 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
5,715
shares
|
$2.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 16.78%
|