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 |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
5,062
shares
|
$2.55 Million
1.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Stordahl Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
5,054
shares
|
$2.54 Million
0.45% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
5,052
shares
|
$2.54 Million
1.51% of portfolio
|
Q1 2025
Reduced 99.09%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
5,051
shares
|
$2.54 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
5,040
shares
|
$2.54 Million
0.75% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
5,034
shares
|
$2.53 Million
0.61% of portfolio
|
Q1 2025
Added 53.2%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
5,033
shares
|
$2.53 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,030
shares
|
$2.53 Million
1.86% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
5,030
shares
|
$2.53 Million
1.71% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
5,028
shares
|
$2.53 Million
0.87% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,026
shares
|
$2.53 Million
0.62% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
5,022
shares
|
$2.53 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
5,019
shares
|
$2.52 Million
1.58% of portfolio
|
Q4 2024
Reduced 51.52%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
5,014
shares
|
$2.52 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
5,010
shares
|
$2.52 Million
1.85% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
5,001
shares
|
$2.52 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Opus Investment Management Inc
|
May 14, 2025 Q1 2025 |
5,000
shares
|
$2.52 Million
1.35% of portfolio
|
Q1 2020
Reduced 14.53%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
5,000
shares
|
$2.52 Million
2.29% of portfolio
|
Q1 2025
New holding
|
|
|
Birnam Oak Advisors, LP
New York, NY |
May 14, 2025 Q1 2025 |
5,000
shares
|
$2.52 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Soros Capital Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,996
shares
|
$2.51 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
4,991
shares
|
$2.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
4,991
shares
|
$2.51 Million
1.35% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
4,987
shares
|
$2.51 Million
0.83% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
4,985
shares
|
$2.51 Million
2.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Brooktree Capital Management
|
May 06, 2025 Q1 2025 |
4,977
shares
|
$2.5 Million
1.61% of portfolio
|
Q1 2025
Reduced 27.75%
|