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 |
|---|---|---|---|---|---|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
21,085
shares
|
$9.54 Million
1.48% of portfolio
|
Q1 2024
Added 98.95%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
21,058
shares
|
$9.53 Million
1.44% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
21,049
shares
|
$9.53 Million
2.44% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
21,031
shares
|
$9.52 Million
5.26% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
North Growth Management Ltd.
|
Apr 21, 2025 Q1 2025 |
21,000
shares
|
$9.5 Million
1.63% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,993
shares
|
$9.5 Million
0.54% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
May 21, 2025 Q1 2025 |
20,964
shares
|
$9.49 Million
4.75% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,962
shares
|
$9.49 Million
2.11% of portfolio
|
Q2 2022
Added 30.34%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
20,956
shares
|
$9.48 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
20,921
shares
|
$9.47 Million
3.45% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
20,918
shares
|
$9.47 Million
2.95% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
20,909
shares
|
$9.46 Million
5.43% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
20,857
shares
|
$9.44 Million
1.38% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
20,850
shares
|
$9.44 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
20,831
shares
|
$9.43 Million
1.01% of portfolio
|
Q1 2025
Added 70.17%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
20,806
shares
|
$9.42 Million
1.19% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
20,801
shares
|
$9.41 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
20,795
shares
|
$9.41 Million
2.17% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
20,795
shares
|
$9.41 Million
3.41% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
20,777
shares
|
$9.4 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
20,767
shares
|
$9.4 Million
6.88% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
20,764
shares
|
$9.4 Million
3.03% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
20,723
shares
|
$9.38 Million
1.77% of portfolio
|
Q4 2024
Added 35.97%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
20,705
shares
|
$9.37 Million
1.96% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
20,696
shares
|
$9.37 Million
2.92% of portfolio
|
Q1 2025
Added 0.52%
|