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 |
|---|---|---|---|---|---|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
4,175
shares
|
$2.1 Million
0.79% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,166
shares
|
$2.1 Million
5.92% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
4,162
shares
|
$2.1 Million
1.06% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
4,157
shares
|
$2.09 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
4,154
shares
|
$2.09 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
4,153
shares
|
$2.09 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
4,150
shares
|
$2.09 Million
0.89% of portfolio
|
Q2 2025
Reduced 24.37%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
4,126
shares
|
$2.08 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,119
shares
|
$2.07 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
4,117
shares
|
$2.07 Million
1.64% of portfolio
|
Q1 2025
Reduced 52.79%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
4,113
shares
|
$2.07 Million
2.28% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
4,110
shares
|
$2.07 Million
1.17% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,109
shares
|
$2.07 Million
1.26% of portfolio
|
Q4 2022
Reduced 92.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
4,107
shares
|
$2.07 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
4,099
shares
|
$2.06 Million
1.04% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,099
shares
|
$2.06 Million
1.18% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Phocas Financial Corp.
Alameda, CA |
May 08, 2025 Q1 2025 |
4,080
shares
|
$2.05 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
4,077
shares
|
$2.05 Million
1.25% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
4,076
shares
|
$2.05 Million
0.24% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,075
shares
|
$2.05 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
4,073
shares
|
$2.05 Million
0.89% of portfolio
|
Q1 2025
Added 55.28%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
4,070
shares
|
$2.05 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
4,065
shares
|
$2.05 Million
0.84% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
4,063
shares
|
$2.05 Million
0.27% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Georgetown University
Washington, DC |
May 15, 2025 Q1 2025 |
4,053
shares
|
$2.04 Million
0.65% of portfolio
|
Q1 2025
Added 0.2%
|