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 |
|---|---|---|---|---|---|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
20,692
shares
|
$9.36 Million
5.93% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
20,692
shares
|
$9.36 Million
1.87% of portfolio
|
Q1 2025
Added 101.46%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
20,689
shares
|
$9.36 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
20,667
shares
|
$9.35 Million
1.74% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
20,652
shares
|
$9.35 Million
1.62% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
20,631
shares
|
$9.34 Million
3.06% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
20,627
shares
|
$9.34 Million
3.49% of portfolio
|
Q1 2023
Reduced 6.33%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
20,619
shares
|
$9.33 Million
0.99% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
20,604
shares
|
$9.32 Million
1.7% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
20,601
shares
|
$9.32 Million
3.27% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
20,600
shares
|
$9.32 Million
4.28% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
20,591
shares
|
$9.32 Million
3.35% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
20,583
shares
|
$9.32 Million
3.38% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
20,578
shares
|
$9.31 Million
2.64% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
20,555
shares
|
$9.3 Million
4.37% of portfolio
|
Q1 2025
Reduced 62.27%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
20,530
shares
|
$9.29 Million
1.53% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
20,518
shares
|
$9.29 Million
3.81% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
20,509
shares
|
$9.28 Million
4.23% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
20,498
shares
|
$9.28 Million
0.79% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
20,496
shares
|
$9.28 Million
3.14% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
20,496
shares
|
$9.28 Million
1.3% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
20,433
shares
|
$9.25 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
20,372
shares
|
$9.22 Million
5.49% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
May 14, 2025 Q1 2025 |
20,360
shares
|
$9.21 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
20,354
shares
|
$9.21 Million
8.32% of portfolio
|
Q4 2024
Reduced 7.92%
|