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 |
|---|---|---|---|---|---|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
3,023
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
3,020
shares
|
$1.52 Million
0.86% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
3,020
shares
|
$1.52 Million
1.07% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,020
shares
|
$1.52 Million
0.87% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.52 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
3,012
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
3,010
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,007
shares
|
$1.51 Million
1.13% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.51 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$1.51 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
3,000
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,999
shares
|
$1.51 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,998
shares
|
$1.51 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
2,992
shares
|
$1.51 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$1.51 Million
0.74% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
2,983
shares
|
$1.5 Million
0.72% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
2,982
shares
|
$1.5 Million
1.22% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
2,981
shares
|
$1.5 Million
0.9% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
2,979
shares
|
$1.5 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
2,974
shares
|
$1.5 Million
0.54% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,962
shares
|
$1.49 Million
0.47% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
2,961
shares
|
$1.49 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
2,959
shares
|
$1.49 Million
0.76% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
2,957
shares
|
$1.49 Million
1.24% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
2,956
shares
|
$1.49 Million
0.64% of portfolio
|
Q1 2025
Added 0.54%
|