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 |
|---|---|---|---|---|---|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
110
shares
|
$55,386
4.17% of portfolio
|
Q1 2025
Added 9382.73%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
97
shares
|
$48,840
2.1% of portfolio
|
Q1 2025
Reduced 43.6%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
95
shares
|
$47,833
0.02% of portfolio
|
Q3 2024
Added 35.71%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
90
shares
|
$45,315
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
83
shares
|
$41,791
0.03% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
77
shares
|
$38,770
0.0% of portfolio
|
Q3 2022
Reduced 97.79%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
75
shares
|
$37,763
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
64
shares
|
$32,224
0.02% of portfolio
|
Q1 2025
Added 220.0%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
64
shares
|
$32,224
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
56
shares
|
$28,196
0.02% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
45
shares
|
$22,657
0.04% of portfolio
|
Q3 2024
Reduced 97.15%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
39
shares
|
$19,636
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
21
shares
|
$10,573
0.0% of portfolio
|
Q2 2025
Reduced 99.89%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
18
shares
|
$9,063
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
15
shares
|
$7,552
0.0% of portfolio
|
Q1 2025
Reduced 99.9%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$5,035
0.0% of portfolio
|
Q3 2024
Reduced 99.96%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
8
shares
|
$4,028
0.51% of portfolio
|
Q1 2025
Reduced 99.65%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
7
shares
|
$3,524
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Esa Global Value Fund
Grand Cayman, E9 |
Nov 07, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
Jan 24, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|