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 |
|---|---|---|---|---|---|
|
Wealth Bridge Investment Counsel Inc.
|
Apr 11, 2025 Q1 2025 |
18,168
shares
|
$8.18 Million
2.48% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
18,159
shares
|
$8.17 Million
0.3% of portfolio
|
Q1 2025
Reduced 77.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
18,157
shares
|
$8.17 Million
1.71% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
18,137
shares
|
$8.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
18,134
shares
|
$8.16 Million
1.03% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
18,132
shares
|
$8.16 Million
1.48% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
18,126
shares
|
$8.16 Million
1.92% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
18,122
shares
|
$8.16 Million
1.63% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
18,114
shares
|
$8.15 Million
3.2% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
18,113
shares
|
$8.15 Million
2.26% of portfolio
|
Q1 2025
Added 461.3%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
18,097
shares
|
$8.15 Million
3.12% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
18,097
shares
|
$8.15 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
18,090
shares
|
$8.14 Million
3.35% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
18,083
shares
|
$8.14 Million
1.45% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
18,030
shares
|
$8.12 Million
3.9% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
18,028
shares
|
$8.12 Million
0.79% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
18,027
shares
|
$8.12 Million
1.16% of portfolio
|
Q1 2025
Added 57.59%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
18,021
shares
|
$8.11 Million
1.05% of portfolio
|
Q2 2023
Added 18.99%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
18,013
shares
|
$8.11 Million
3.05% of portfolio
|
Q1 2025
Added 121.13%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
May 15, 2025 Q1 2025 |
18,003
shares
|
$8.1 Million
4.6% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
May 05, 2025 Q1 2025 |
17,993
shares
|
$8.1 Million
5.44% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
17,984
shares
|
$8.1 Million
1.11% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
17,980
shares
|
$8.09 Million
1.62% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Lynch Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
17,975
shares
|
$8.09 Million
3.04% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
17,972
shares
|
$8.09 Million
2.37% of portfolio
|
Q1 2025
Reduced 2.24%
|