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 $2.33 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
18,947
shares
|
$8.53 Million
2.47% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
18,937
shares
|
$8.53 Million
4.82% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Aurora Investment Managers, Llc.
|
Apr 08, 2025 Q1 2025 |
18,930
shares
|
$8.52 Million
4.49% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
18,891
shares
|
$8.5 Million
2.23% of portfolio
|
Q1 2025
Added 1685.54%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
May 12, 2025 Q1 2025 |
18,891
shares
|
$8.5 Million
3.24% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
18,870
shares
|
$8.49 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
18,867
shares
|
$8.49 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Ames National Corp
Ames, IA |
May 06, 2025 Q1 2025 |
18,859
shares
|
$8.49 Million
4.75% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
18,825
shares
|
$8.47 Million
0.58% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
18,808
shares
|
$8.47 Million
1.59% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
18,799
shares
|
$8.46 Million
4.82% of portfolio
|
Q3 2023
Reduced 73.93%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
18,779
shares
|
$8.45 Million
4.41% of portfolio
|
Q1 2025
Reduced 17.83%
|
|
|
Palmer Knight CO
|
May 06, 2025 Q1 2025 |
18,773
shares
|
$8.45 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
18,764
shares
|
$8.45 Million
1.96% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
18,748
shares
|
$8.44 Million
4.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
18,728
shares
|
$8.43 Million
1.46% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,700
shares
|
$8.42 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
18,698
shares
|
$8.42 Million
6.65% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,689
shares
|
$8.41 Million
2.89% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
May 14, 2025 Q1 2025 |
18,679
shares
|
$8.41 Million
3.62% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
18,668
shares
|
$8.4 Million
4.71% of portfolio
|
Q3 2022
Reduced 77.07%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
18,651
shares
|
$8.4 Million
7.74% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
18,623
shares
|
$8.38 Million
1.6% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
18,622
shares
|
$8.38 Million
1.83% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
18,607
shares
|
$8.38 Million
1.4% of portfolio
|
Q1 2025
Added 0.59%
|