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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
1,714
shares
|
$863,016
0.5% of portfolio
|
Q1 2025
Added 36.9%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
1,711
shares
|
$861,505
0.08% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,709
shares
|
$860,498
0.14% of portfolio
|
Q1 2025
Added 83.37%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
1,708
shares
|
$859,995
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
1,700
shares
|
$855,967
0.03% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
1,698
shares
|
$854,959
0.37% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
1,694
shares
|
$852,945
0.09% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
1,692
shares
|
$851,938
0.48% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
1,691
shares
|
$851,435
0.84% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,688
shares
|
$849,924
0.64% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,686
shares
|
$848,917
0.35% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,684
shares
|
$847,910
0.33% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,674
shares
|
$842,875
0.43% of portfolio
|
Q1 2025
Reduced 12.03%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,673
shares
|
$842,372
0.56% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
Wexford Capital LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,673
shares
|
$842,372
0.18% of portfolio
|
Q1 2025
Added 56.21%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
1,672
shares
|
$841,868
0.35% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,671
shares
|
$841,365
0.28% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
1,670
shares
|
$840,861
0.42% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
1,669
shares
|
$840,358
0.51% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
1,665
shares
|
$838,344
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$834,819
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
1,655
shares
|
$833,309
0.5% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$830,791
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$830,791
0.55% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,648
shares
|
$829,784
0.12% of portfolio
|
Q2 2025
Added 0.18%
|