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 |
|---|---|---|---|---|---|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,262
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.64 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,259
shares
|
$1.64 Million
0.38% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
3,259
shares
|
$1.64 Million
1.12% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
3,246
shares
|
$1.63 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,244
shares
|
$1.63 Million
0.14% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
3,242
shares
|
$1.63 Million
0.62% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
3,241
shares
|
$1.63 Million
0.96% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.63 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
3,234
shares
|
$1.63 Million
0.62% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
3,230
shares
|
$1.63 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
3,224
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
3,223
shares
|
$1.62 Million
1.54% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
3,215
shares
|
$1.62 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
3,214
shares
|
$1.62 Million
0.45% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.62 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
3,211
shares
|
$1.62 Million
1.73% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,205
shares
|
$1.61 Million
1.11% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jul 08, 2025 Q2 2025 |
3,199
shares
|
$1.61 Million
0.56% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
3,199
shares
|
$1.61 Million
0.47% of portfolio
|
Q1 2025
Added 42.43%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,193
shares
|
$1.61 Million
1.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.61 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,190
shares
|
$1.61 Million
0.34% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
3,188
shares
|
$1.61 Million
0.51% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
3,187
shares
|
$1.6 Million
0.58% of portfolio
|
Q1 2025
Added 4.8%
|