Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,476 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
21,955
shares
|
$9.94 Million
5.12% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
21,954
shares
|
$9.94 Million
3.89% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
21,954
shares
|
$9.94 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
21,870
shares
|
$9.9 Million
2.63% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
21,821
shares
|
$9.88 Million
5.22% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
21,762
shares
|
$9.85 Million
1.71% of portfolio
|
Q1 2025
Reduced 23.23%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
21,750
shares
|
$9.84 Million
2.74% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
21,718
shares
|
$9.83 Million
0.89% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
21,706
shares
|
$9.82 Million
1.39% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
21,699
shares
|
$9.82 Million
4.28% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
21,676
shares
|
$9.81 Million
3.6% of portfolio
|
Q1 2025
Added 94.51%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
21,658
shares
|
$9.8 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
21,650
shares
|
$9.8 Million
5.25% of portfolio
|
Q1 2025
Reduced 30.09%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
21,648
shares
|
$9.8 Million
1.47% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
21,635
shares
|
$9.79 Million
2.68% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
21,625
shares
|
$9.79 Million
0.7% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
21,620
shares
|
$9.78 Million
3.33% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
21,618
shares
|
$9.78 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
21,615
shares
|
$9.78 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
21,593
shares
|
$9.77 Million
4.63% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Pensionfund Sabic
|
Jan 06, 2025 Q4 2024 |
21,590
shares
|
$9.77 Million
2.39% of portfolio
|
Q4 2024
Reduced 33.75%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
21,590
shares
|
$9.77 Million
2.31% of portfolio
|
Q1 2025
Reduced 40.82%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
21,564
shares
|
$9.76 Million
4.56% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
21,558
shares
|
$9.76 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
21,516
shares
|
$9.74 Million
2.04% of portfolio
|
Q1 2025
Reduced 6.18%
|