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 |
|---|---|---|---|---|---|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
3,685
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
3,685
shares
|
$1.86 Million
1.03% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.85 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,674
shares
|
$1.85 Million
0.69% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,669
shares
|
$1.85 Million
0.6% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
3,661
shares
|
$1.84 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,658
shares
|
$1.84 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
3,656
shares
|
$1.84 Million
0.76% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,648
shares
|
$1.84 Million
0.59% of portfolio
|
Q1 2025
Added 28.72%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
3,644
shares
|
$1.83 Million
0.74% of portfolio
|
Q2 2025
Added 34.91%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
May 08, 2025 Q1 2025 |
3,636
shares
|
$1.83 Million
0.76% of portfolio
|
Q1 2025
Reduced 37.7%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
3,636
shares
|
$1.83 Million
0.99% of portfolio
|
Q1 2025
Added 38.09%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
3,615
shares
|
$1.82 Million
0.68% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
3,612
shares
|
$1.82 Million
2.26% of portfolio
|
Q4 2022
Added 17.92%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
3,608
shares
|
$1.82 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
3,602
shares
|
$1.81 Million
1.13% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
3,598
shares
|
$1.81 Million
1.06% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
3,595
shares
|
$1.81 Million
0.52% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,592
shares
|
$1.81 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
3,569
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
3,568
shares
|
$1.8 Million
0.49% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
3,559
shares
|
$1.79 Million
1.28% of portfolio
|
Q1 2025
Reduced 17.04%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
3,552
shares
|
$1.79 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
3,551
shares
|
$1.79 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
3,543
shares
|
$1.78 Million
0.46% of portfolio
|
Q1 2025
Added 103.5%
|