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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
5,288
shares
|
$2.66 Million
0.7% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,288
shares
|
$2.66 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
5,283
shares
|
$2.66 Million
0.34% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
May 05, 2025 Q1 2025 |
5,282
shares
|
$2.66 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
5,268
shares
|
$2.65 Million
3.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
5,264
shares
|
$2.65 Million
0.66% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
5,251
shares
|
$2.64 Million
0.89% of portfolio
|
Q1 2025
Reduced 32.41%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
5,251
shares
|
$2.64 Million
1.26% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
5,237
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
Reduced 47.56%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
5,233
shares
|
$2.63 Million
0.82% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
5,228
shares
|
$2.63 Million
0.85% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
5,226
shares
|
$2.63 Million
5.65% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
5,220
shares
|
$2.63 Million
1.29% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,218
shares
|
$2.62 Million
0.38% of portfolio
|
Q1 2025
Reduced 29.01%
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
May 13, 2025 Q1 2025 |
5,215
shares
|
$2.62 Million
2.46% of portfolio
|
Q1 2025
Added 16.35%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
5,201
shares
|
$2.62 Million
0.32% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
5,199
shares
|
$2.62 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
5,189
shares
|
$2.61 Million
1.42% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,186
shares
|
$2.61 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gg Group Ventures, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
5,176
shares
|
$2.6 Million
2.88% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
May 13, 2025 Q1 2025 |
5,167
shares
|
$2.6 Million
1.88% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
May 13, 2025 Q1 2025 |
5,162
shares
|
$2.6 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
5,161
shares
|
$2.6 Million
1.75% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,152
shares
|
$2.59 Million
1.37% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
5,150
shares
|
$2.59 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.8%
|