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 |
|---|---|---|---|---|---|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,148
shares
|
$2.59 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.34%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
5,145
shares
|
$2.59 Million
1.15% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,141
shares
|
$2.59 Million
0.54% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,139
shares
|
$2.59 Million
1.84% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
5,135
shares
|
$2.58 Million
1.82% of portfolio
|
Q3 2022
Added 6.29%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
5,132
shares
|
$2.58 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,132
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2024
Reduced 64.79%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,129
shares
|
$2.58 Million
0.54% of portfolio
|
Q1 2025
Reduced 45.2%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,126
shares
|
$2.58 Million
1.63% of portfolio
|
Q1 2025
Reduced 67.63%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
5,125
shares
|
$2.58 Million
0.18% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,122
shares
|
$2.58 Million
1.64% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
5,118
shares
|
$2.57 Million
1.75% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
5,108
shares
|
$2.57 Million
0.4% of portfolio
|
Q1 2025
Reduced 45.76%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
5,103
shares
|
$2.57 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
5,099
shares
|
$2.56 Million
1.15% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
5,099
shares
|
$2.56 Million
1.21% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
5,099
shares
|
$2.56 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
5,097
shares
|
$2.56 Million
0.33% of portfolio
|
Q1 2025
Added 328.32%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
5,096
shares
|
$2.56 Million
1.44% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
5,085
shares
|
$2.56 Million
0.59% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
5,085
shares
|
$2.56 Million
3.74% of portfolio
|
Q1 2025
Added 66.45%
|
|
|
Jeereddi Investments, LP
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
5,079
shares
|
$2.55 Million
3.2% of portfolio
|
Q3 2022
Reduced 8.12%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
5,073
shares
|
$2.55 Million
1.54% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
5,072
shares
|
$2.55 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
5,069
shares
|
$2.55 Million
1.25% of portfolio
|
Q1 2025
Added 17.37%
|