Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
4,547
shares
|
$2.29 Million
1.15% of portfolio
|
Q1 2025
Added 15.23%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
4,540
shares
|
$2.28 Million
0.41% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
4,540
shares
|
$2.28 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
4,536
shares
|
$2.28 Million
0.99% of portfolio
|
Q1 2025
Reduced 97.73%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,532
shares
|
$2.28 Million
2.01% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
4,531
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
4,530
shares
|
$2.28 Million
0.29% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
4,521
shares
|
$2.27 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
4,520
shares
|
$2.27 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
4,516
shares
|
$2.27 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.28%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
4,516
shares
|
$2.27 Million
1.75% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
4,514
shares
|
$2.27 Million
1.39% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
4,511
shares
|
$2.27 Million
1.85% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
4,508
shares
|
$2.27 Million
0.07% of portfolio
|
Q1 2025
Reduced 87.28%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
4,504
shares
|
$2.27 Million
1.29% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,504
shares
|
$2.27 Million
0.72% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,504
shares
|
$2.27 Million
1.42% of portfolio
|
Q1 2022
Added 0.04%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
4,504
shares
|
$2.27 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
4,504
shares
|
$2.27 Million
1.19% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Apr 30, 2025 Q1 2025 |
4,498
shares
|
$2.26 Million
1.71% of portfolio
|
Q4 2024
Added 169.7%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
4,490
shares
|
$2.26 Million
0.85% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
4,488
shares
|
$2.26 Million
0.23% of portfolio
|
Q1 2023
Reduced 2.18%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
4,486
shares
|
$2.26 Million
0.68% of portfolio
|
Q1 2025
Reduced 94.66%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
4,483
shares
|
$2.26 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
4,476
shares
|
$2.25 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.95%
|