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 |
|---|---|---|---|---|---|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
1,590
shares
|
$800,580
0.23% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$790,510
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$790,510
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
1,565
shares
|
$787,993
0.42% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
1,558
shares
|
$784,468
0.49% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$783,965
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
1,554
shares
|
$782,454
0.36% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
1,547
shares
|
$778,929
0.34% of portfolio
|
Q1 2025
Added 186.48%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,544
shares
|
$777,419
0.07% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
1,540
shares
|
$775,405
0.42% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
1,538
shares
|
$774,398
0.47% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Boston Standard Wealth Management, LLC
|
Jul 02, 2025 Q2 2025 |
1,535
shares
|
$772,887
0.14% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$770,370
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
1,525
shares
|
$767,852
0.21% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$766,342
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
1,520
shares
|
$765,335
0.6% of portfolio
|
Q1 2025
Reduced 45.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
1,519
shares
|
$764,831
0.31% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
1,514
shares
|
$762,314
0.04% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
1,506
shares
|
$758,286
0.32% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,504
shares
|
$757,279
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$755,768
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
1,500
shares
|
$755,265
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
1,500
shares
|
$755,265
0.18% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$755,265
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,499
shares
|
$754,761
0.57% of portfolio
|
Q1 2025
Added 18.03%
|