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 |
|---|---|---|---|---|---|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.48 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
2,939
shares
|
$1.48 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
2,938
shares
|
$1.48 Million
0.54% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,937
shares
|
$1.48 Million
0.77% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
2,934
shares
|
$1.48 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
2,934
shares
|
$1.48 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
2,933
shares
|
$1.48 Million
0.21% of portfolio
|
Q1 2025
Added 91.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
2,930
shares
|
$1.48 Million
0.73% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
2,928
shares
|
$1.47 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
2,924
shares
|
$1.47 Million
1.41% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
May 06, 2025 Q1 2025 |
2,922
shares
|
$1.47 Million
0.87% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,921
shares
|
$1.47 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,921
shares
|
$1.47 Million
0.99% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,914
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 1114.17%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
2,914
shares
|
$1.47 Million
0.54% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,907
shares
|
$1.46 Million
1.26% of portfolio
|
Q1 2025
Reduced 82.25%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
2,903
shares
|
$1.46 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,898
shares
|
$1.46 Million
0.25% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
2,895
shares
|
$1.46 Million
0.44% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
2,894
shares
|
$1.46 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
2,885
shares
|
$1.45 Million
0.27% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
2,877
shares
|
$1.45 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
2,868
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2025
Added 121.3%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
2,866
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,863
shares
|
$1.44 Million
0.53% of portfolio
|
Q1 2025
Added 10.12%
|