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 |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,231
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,228
shares
|
$1.12 Million
0.14% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
2,226
shares
|
$1.12 Million
0.26% of portfolio
|
Q1 2025
Added 59.8%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$1.12 Million
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
2,211
shares
|
$1.11 Million
1.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,211
shares
|
$1.11 Million
0.35% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
2,200
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Reduced 81.5%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,199
shares
|
$1.11 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
2,196
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,194
shares
|
$1.1 Million
0.74% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
2,193
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
2,190
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$1.1 Million
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
2,181
shares
|
$1.1 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
2,175
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.38%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
2,162
shares
|
$1.09 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Jentner Corp
|
May 15, 2025 Q1 2025 |
2,160
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,159
shares
|
$1.09 Million
0.56% of portfolio
|
Q1 2025
Added 233.18%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
2,158
shares
|
$1.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
2,149
shares
|
$1.08 Million
0.32% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,146
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,143
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Added 55.97%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,142
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,139
shares
|
$1.08 Million
0.39% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
May 14, 2025 Q1 2025 |
2,137
shares
|
$1.08 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.79%
|