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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
4,050
shares
|
$2.04 Million
0.91% of portfolio
|
Q1 2025
Added 90.68%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
4,049
shares
|
$2.04 Million
0.38% of portfolio
|
Q1 2025
Reduced 29.42%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
4,048
shares
|
$2.04 Million
1.47% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
4,043
shares
|
$2.04 Million
0.31% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
New Vernon Investment Management LLC
Highland Park, IL |
May 15, 2025 Q1 2025 |
4,042
shares
|
$2.04 Million
2.08% of portfolio
|
Q1 2025
Reduced 52.73%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
4,034
shares
|
$2.03 Million
1.24% of portfolio
|
Q1 2025
Reduced 18.62%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,031
shares
|
$2.03 Million
0.73% of portfolio
|
Q3 2023
Reduced 2.42%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
4,030
shares
|
$2.03 Million
0.55% of portfolio
|
Q1 2024
Added 73.56%
|
|
|
Baer Investment Advisory LLC
Corte Madera, CA |
May 01, 2025 Q1 2025 |
4,025
shares
|
$2.03 Million
4.6% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Apr 24, 2025 Q1 2025 |
4,025
shares
|
$2.03 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
4,023
shares
|
$2.03 Million
1.79% of portfolio
|
Q1 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
4,017
shares
|
$2.02 Million
0.61% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Katamaran Capital LLP
London, X0 |
May 13, 2025 Q1 2025 |
4,014
shares
|
$2.02 Million
1.94% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
4,012
shares
|
$2.02 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
4,006
shares
|
$2.02 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
4,001
shares
|
$2.01 Million
0.92% of portfolio
|
Q1 2025
Added 16.34%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
4,000
shares
|
$2.01 Million
0.51% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Jones Road Capital Management, L.P.
New York, NY |
May 14, 2025 Q1 2025 |
4,000
shares
|
$2.01 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
3,998
shares
|
$2.01 Million
0.34% of portfolio
|
Q1 2025
Reduced 89.33%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,988
shares
|
$2.01 Million
0.49% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
3,984
shares
|
$2.01 Million
0.89% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,980
shares
|
$2 Million
1.09% of portfolio
|
Q2 2024
Reduced 76.81%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,974
shares
|
$2 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.14%
|