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 |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
15,829
shares
|
$7.13 Million
5.25% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Hap Trading, LLC
New York, NY |
May 14, 2025 Q1 2025 |
15,828
shares
|
$7.13 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
15,819
shares
|
$7.12 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
15,808
shares
|
$7.12 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
15,775
shares
|
$7.1 Million
3.75% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
15,769
shares
|
$7.1 Million
4.59% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Shilanski & Associates, Inc.
|
Apr 25, 2025 Q1 2025 |
15,730
shares
|
$7.08 Million
1.84% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
15,724
shares
|
$7.08 Million
3.9% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
15,705
shares
|
$7.07 Million
0.72% of portfolio
|
Q1 2025
Added 167.68%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
15,701
shares
|
$7.07 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
15,671
shares
|
$7.05 Million
3.93% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
15,660
shares
|
$7.05 Million
0.82% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
15,632
shares
|
$7.04 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
15,632
shares
|
$7.04 Million
1.33% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Apr 09, 2025 Q1 2025 |
15,629
shares
|
$7.04 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
15,606
shares
|
$7.03 Million
2.59% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
15,588
shares
|
$7.02 Million
1.11% of portfolio
|
Q1 2025
Added 20.92%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
15,584
shares
|
$7.02 Million
1.19% of portfolio
|
Q1 2025
Added 16.49%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
15,580
shares
|
$7.01 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
15,579
shares
|
$7.01 Million
2.73% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
15,579
shares
|
$7.01 Million
3.97% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
15,577
shares
|
$7.01 Million
1.71% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
15,563
shares
|
$7.01 Million
2.23% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,547
shares
|
$7 Million
0.74% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,536
shares
|
$6.99 Million
1.5% of portfolio
|
Q3 2024
Reduced 1.28%
|