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 |
|---|---|---|---|---|---|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
21,501
shares
|
$9.73 Million
3.18% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Blue Whale Capital LLP
London, X0 |
May 14, 2025 Q1 2025 |
21,493
shares
|
$9.73 Million
0.78% of portfolio
|
Q1 2025
Reduced 68.08%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
21,486
shares
|
$9.72 Million
0.95% of portfolio
|
Q1 2025
Reduced 79.77%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
21,468
shares
|
$9.72 Million
1.43% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
21,435
shares
|
$9.7 Million
3.15% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
21,434
shares
|
$9.7 Million
5.37% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
21,427
shares
|
$9.7 Million
2.49% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
21,426
shares
|
$9.7 Million
4.85% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
21,332
shares
|
$9.65 Million
3.74% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
21,328
shares
|
$9.65 Million
2.34% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
21,323
shares
|
$9.65 Million
3.91% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
21,314
shares
|
$9.65 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
21,310
shares
|
$9.64 Million
2.04% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
21,300
shares
|
$9.64 Million
3.67% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
21,289
shares
|
$9.63 Million
2.83% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
21,273
shares
|
$9.63 Million
1.54% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
21,268
shares
|
$9.63 Million
3.34% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
21,262
shares
|
$9.62 Million
4.81% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
21,241
shares
|
$9.61 Million
7.13% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
21,200
shares
|
$9.59 Million
2.92% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
21,185
shares
|
$9.59 Million
0.99% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
21,177
shares
|
$9.58 Million
0.95% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
21,142
shares
|
$9.57 Million
1.12% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
21,124
shares
|
$9.56 Million
4.54% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
21,085
shares
|
$9.54 Million
2.64% of portfolio
|
Q1 2025
Reduced 9.82%
|