Purchases and Sales Made in Q2 2025 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2025. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9.81K+ 0.99% |
$3.48M - $4.88M
|
1M
$503M
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
9.75K+ 26.57% |
$3.46M - $4.85M
|
46.4K
$23.2M
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.74K+ 185.98% |
$3.45M - $4.85M
|
15K
$7.49M
|
|
Jul 17, 2025
Q2 2025
|
James Hambro & Partners
|
BUY
|
- |
9.59K+ 2.54% |
$3.4M - $4.77M
|
387K
$194M
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
9.58K+ 376.05% |
$3.4M - $4.76M
|
12.1K
$6.07M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.57K+ 4.81% |
$3.39M - $4.76M
|
209K
$104M
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
9.53KNew |
$3.38M - $4.74M
|
9.53K
$4.77M
|
|
Aug 06, 2025
Q2 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
9.49K+ 42.12% |
$3.37M - $4.72M
|
32K
$16M
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
9.36K+ 0.51% |
$3.32M - $4.66M
|
1.84M
$919M
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
9.35K+ 6.29% |
$3.31M - $4.65M
|
158K
$79M
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
9.33KNew |
$3.31M - $4.64M
|
9.33K
$4.67M
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
9.29K+ 3.91% |
$3.29M - $4.62M
|
247K
$124M
|
|
Aug 14, 2025
Q2 2025
|
Unio Capital LLC
|
BUY
|
- |
9.22K+ 18.33% |
$3.27M - $4.58M
|
59.5K
$29.8M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.21K+ 1.42% |
$3.27M - $4.58M
|
660K
$330M
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
9.18K+ 40.43% |
$3.25M - $4.57M
|
31.9K
$16M
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
9.09KNew |
$3.22M - $4.52M
|
9.09K
$4.55M
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.02K+ 19.61% |
$3.2M - $4.49M
|
55K
$27.5M
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
8.97K+ 0.19% |
$3.18M - $4.46M
|
4.69M
$2.35B
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
8.9K+ 556.25% |
$3.16M - $4.43M
|
10.5K
$5.25M
|
|
Aug 13, 2025
Q2 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
8.83K+ 4.58% |
$3.13M - $4.39M
|
202K
$101M
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
8.7K+ 0.88% |
$3.09M - $4.33M
|
1M
$502M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.69K+ 11.12% |
$3.08M - $4.32M
|
86.8K
$43.4M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
8.65K+ 10.27% |
$3.07M - $4.3M
|
92.8K
$46.4M
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
8.62K+ 13.3% |
$3.05M - $4.29M
|
73.4K
$36.7M
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.61K+ 473.24% |
$3.05M - $4.28M
|
10.4K
$5.22M
|
|
Aug 14, 2025
Q2 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
8.59K+ 0.43% |
$3.05M - $4.27M
|
2M
$1B
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
8.58K+ 28.71% |
$3.04M - $4.27M
|
38.5K
$19.2M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.53K+ 6.84% |
$3.02M - $4.24M
|
133K
$66.7M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.52K+ 9.24% |
$3.02M - $4.24M
|
101K
$50.4M
|
|
Aug 14, 2025
Q2 2025
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
8.4K+ 8.38% |
$2.98M - $4.18M
|
109K
$54.3M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.4K+ 6.84% |
$2.98M - $4.18M
|
131K
$65.6M
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
8.39K+ 5.99% |
$2.97M - $4.17M
|
149K
$74.3M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.37KNew |
$2.97M - $4.16M
|
8.37K
$4.19M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
8.33K+ 78.41% |
$2.95M - $4.14M
|
19K
$9.48M
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
8.26K+ 12.12% |
$2.93M - $4.11M
|
76.4K
$38.2M
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.13K+ 281.84% |
$2.88M - $4.04M
|
11K
$5.51M
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.08K+ 0.52% |
$2.86M - $4.02M
|
1.55M
$776M
|
|
Aug 11, 2025
Q2 2025
|
Bridger Management, LLC
New York, NY |
BUY
|
- |
8.07K+ 190.78% |
$2.86M - $4.01M
|
12.3K
$6.15M
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
8.03K+ 10.67% |
$2.85M - $4M
|
83.3K
$41.7M
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
8.03K+ 134.17% |
$2.85M - $3.99M
|
14K
$7.01M
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.01K+ 9.5% |
$2.84M - $3.98M
|
92.3K
$46.2M
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
8K+ 13.23% |
$2.84M - $3.98M
|
68.5K
$34.3M
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
8K+ 30.42% |
$2.84M - $3.98M
|
34.3K
$17.2M
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.97K+ 275.2% |
$2.82M - $3.96M
|
10.9K
$5.44M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
7.92K+ 15.59% |
$2.81M - $3.94M
|
58.7K
$29.4M
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7.87K+ 6.97% |
$2.79M - $3.91M
|
121K
$60.5M
|
|
Aug 14, 2025
Q2 2025
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
BUY
|
- |
7.84K+ 46.54% |
$2.78M - $3.9M
|
24.7K
$12.4M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.77K+ 7.14% |
$2.75M - $3.87M
|
117K
$58.3M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.75K+ 33.46% |
$2.75M - $3.85M
|
30.9K
$15.5M
|
|
Aug 14, 2025
Q2 2025
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
7.68K+ 24.34% |
$2.72M - $3.82M
|
39.2K
$19.6M
|