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 |
|---|---|---|---|---|---|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
4,969
shares
|
$2.5 Million
2.25% of portfolio
|
Q4 2022
Added 8.66%
|
|
|
Echo45 Advisors LLC
|
Apr 15, 2025 Q1 2025 |
4,967
shares
|
$2.5 Million
1.32% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
4,962
shares
|
$2.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
4,957
shares
|
$2.49 Million
0.98% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,955
shares
|
$2.49 Million
1.48% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
4,951
shares
|
$2.49 Million
0.52% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
4,951
shares
|
$2.49 Million
0.4% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
4,949
shares
|
$2.49 Million
1.03% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
4,943
shares
|
$2.49 Million
0.49% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
4,935
shares
|
$2.48 Million
0.71% of portfolio
|
Q1 2025
Reduced 9.25%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
4,927
shares
|
$2.48 Million
1.5% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,925
shares
|
$2.48 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
4,915
shares
|
$2.47 Million
0.38% of portfolio
|
Q1 2025
Added 69.37%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,909
shares
|
$2.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
4,900
shares
|
$2.46 Million
1.51% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
4,897
shares
|
$2.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,891
shares
|
$2.46 Million
1.11% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
4,880
shares
|
$2.45 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
4,868
shares
|
$2.45 Million
1.06% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,865
shares
|
$2.45 Million
0.67% of portfolio
|
Q1 2025
Added 59.88%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
4,862
shares
|
$2.45 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
4,861
shares
|
$2.45 Million
1.11% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,860
shares
|
$2.44 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
4,856
shares
|
$2.44 Million
0.71% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,850
shares
|
$2.44 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.94%
|