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 |
|---|---|---|---|---|---|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$960,193
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,903
shares
|
$958,179
0.29% of portfolio
|
Q1 2025
Added 175.4%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$958,179
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Apr 24, 2025 Q1 2025 |
1,900
shares
|
$956,669
0.81% of portfolio
|
Q1 2025
Reduced 13.64%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,899
shares
|
$956,165
0.77% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
1,899
shares
|
$956,165
0.39% of portfolio
|
Q2 2022
Reduced 2.21%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
May 15, 2025 Q1 2025 |
1,897
shares
|
$955,158
0.19% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
1,895
shares
|
$954,151
0.28% of portfolio
|
Q1 2025
Added 11.8%
|
|
|
A&I Financial Services, LLC
Lone Tree, CO |
May 01, 2025 Q1 2025 |
1,895
shares
|
$954,151
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,894
shares
|
$953,647
0.06% of portfolio
|
Q1 2025
Added 112.81%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
1,894
shares
|
$953,647
0.51% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
1,889
shares
|
$951,130
0.57% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
1,888
shares
|
$950,626
0.4% of portfolio
|
Q1 2025
Reduced 57.61%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
1,884
shares
|
$948,612
0.29% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
May 29, 2025 Q1 2025 |
1,881
shares
|
$947,102
0.41% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Uptown Financial Advisors LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,879
shares
|
$946,095
0.8% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
1,878
shares
|
$945,591
1.01% of portfolio
|
Q1 2025
Reduced 27.96%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
1,877
shares
|
$945,088
0.49% of portfolio
|
Q4 2023
Added 45.39%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
1,876
shares
|
$944,584
0.44% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
1,874
shares
|
$943,577
1.6% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,872
shares
|
$942,570
0.16% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Apr 24, 2025 Q1 2025 |
1,871
shares
|
$942,067
0.42% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Apr 17, 2025 Q1 2025 |
1,870
shares
|
$941,563
0.32% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
1,870
shares
|
$941,563
0.72% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,869
shares
|
$941,060
0.15% of portfolio
|
Q2 2025
Reduced 18.56%
|