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 |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
3,435
shares
|
$1.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 79.61%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,434
shares
|
$1.73 Million
0.98% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,428
shares
|
$1.73 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
3,427
shares
|
$1.73 Million
0.65% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,424
shares
|
$1.72 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
3,424
shares
|
$1.72 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
3,421
shares
|
$1.72 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
3,421
shares
|
$1.72 Million
0.5% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
3,409
shares
|
$1.72 Million
1.43% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
3,406
shares
|
$1.71 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
3,404
shares
|
$1.71 Million
0.64% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,404
shares
|
$1.71 Million
1.24% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
3,403
shares
|
$1.71 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,403
shares
|
$1.71 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
3,371
shares
|
$1.7 Million
0.53% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Diker Management LLC
New York, NY |
May 22, 2025 Q1 2025 |
3,362
shares
|
$1.69 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
3,356
shares
|
$1.69 Million
0.3% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.69 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,351
shares
|
$1.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
3,350
shares
|
$1.69 Million
0.8% of portfolio
|
Q1 2025
Added 384.1%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,347
shares
|
$1.69 Million
0.46% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,343
shares
|
$1.68 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$1.68 Million
1.43% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
3,339
shares
|
$1.68 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
3,337
shares
|
$1.68 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.9%
|