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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
16,248
shares
|
$7.31 Million
3.42% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
16,245
shares
|
$7.31 Million
3.3% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
16,233
shares
|
$7.31 Million
2.93% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,187
shares
|
$7.29 Million
5.73% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Adams Asset Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,186
shares
|
$7.29 Million
0.94% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
16,186
shares
|
$7.29 Million
2.02% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
16,179
shares
|
$7.28 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
16,179
shares
|
$7.28 Million
2.61% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
16,166
shares
|
$7.28 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
16,156
shares
|
$7.27 Million
3.11% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
16,146
shares
|
$7.27 Million
1.39% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
16,145
shares
|
$7.27 Million
3.19% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
16,124
shares
|
$7.26 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
16,101
shares
|
$7.25 Million
0.87% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
May 15, 2025 Q1 2025 |
16,100
shares
|
$7.25 Million
0.6% of portfolio
|
Q1 2025
Reduced 84.92%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
16,094
shares
|
$7.25 Million
0.59% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
16,094
shares
|
$7.25 Million
0.99% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
16,093
shares
|
$7.24 Million
3.18% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
16,082
shares
|
$7.24 Million
2.65% of portfolio
|
Q1 2025
Added 30.13%
|
|
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
16,081
shares
|
$7.24 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
16,069
shares
|
$7.23 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
16,060
shares
|
$7.23 Million
0.87% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
16,059
shares
|
$7.23 Million
1.72% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
16,052
shares
|
$7.23 Million
2.37% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,046
shares
|
$7.22 Million
1.41% of portfolio
|
Q4 2024
Added 1.1%
|