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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
15,521
shares
|
$6.99 Million
1.37% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 08, 2025 Q1 2025 |
15,512
shares
|
$6.98 Million
3.97% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
15,507
shares
|
$6.98 Million
1.81% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Crystal Rock Capital Management
|
May 06, 2025 Q1 2025 |
15,505
shares
|
$6.98 Million
4.05% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
15,501
shares
|
$6.98 Million
5.27% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
15,495
shares
|
$6.98 Million
7.26% of portfolio
|
Q2 2022
Added 62.12%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
15,491
shares
|
$6.97 Million
2.47% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
15,466
shares
|
$6.96 Million
2.44% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
15,465
shares
|
$6.96 Million
1.41% of portfolio
|
Q1 2025
Added 305.69%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
15,459
shares
|
$6.96 Million
5.09% of portfolio
|
Q1 2025
Reduced 51.11%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
15,431
shares
|
$6.95 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
15,430
shares
|
$6.95 Million
2.36% of portfolio
|
Q1 2025
Added 83.15%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
May 14, 2025 Q1 2025 |
15,420
shares
|
$6.94 Million
5.33% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,402
shares
|
$6.93 Million
1.36% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
15,400
shares
|
$6.93 Million
0.49% of portfolio
|
Q1 2025
Added 36.82%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
15,390
shares
|
$6.93 Million
1.56% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
15,382
shares
|
$6.92 Million
0.03% of portfolio
|
Q3 2022
Added 545.76%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15,353
shares
|
$6.91 Million
0.43% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
15,351
shares
|
$6.91 Million
1.29% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
15,346
shares
|
$6.91 Million
0.75% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
15,340
shares
|
$6.91 Million
5.77% of portfolio
|
Q4 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
15,336
shares
|
$6.9 Million
3.55% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
15,314
shares
|
$6.89 Million
1.43% of portfolio
|
Q1 2024
Reduced 38.57%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
15,308
shares
|
$6.89 Million
3.02% of portfolio
|
Q1 2023
Reduced 26.23%
|
|
|
Alpen Global Capital LLC
Tahoe City, CA |
May 15, 2025 Q1 2025 |
15,299
shares
|
$6.89 Million
4.15% of portfolio
|
Q1 2025
Added 1.63%
|