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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
15,283
shares
|
$6.88 Million
2.75% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
15,273
shares
|
$6.88 Million
2.16% of portfolio
|
Q4 2022
Added 10.61%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
15,259
shares
|
$6.87 Million
2.36% of portfolio
|
Q1 2025
Added 17.47%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
15,250
shares
|
$6.87 Million
3.49% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
15,240
shares
|
$6.86 Million
1.78% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
15,225
shares
|
$6.85 Million
3.32% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
15,223
shares
|
$6.85 Million
2.48% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,218
shares
|
$6.85 Million
0.46% of portfolio
|
Q1 2025
Reduced 19.59%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
15,217
shares
|
$6.85 Million
2.54% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15,216
shares
|
$6.85 Million
2.34% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
15,209
shares
|
$6.85 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
15,204
shares
|
$6.84 Million
2.61% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
15,188
shares
|
$6.84 Million
3.45% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
15,184
shares
|
$6.84 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
15,160
shares
|
$6.82 Million
1.39% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
15,153
shares
|
$6.82 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,152
shares
|
$6.82 Million
1.7% of portfolio
|
Q4 2024
Added 48.27%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
15,148
shares
|
$6.82 Million
0.87% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
15,146
shares
|
$6.82 Million
1.34% of portfolio
|
Q1 2025
Added 28.15%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
15,144
shares
|
$6.82 Million
2.96% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Apr 22, 2025 Q1 2025 |
15,141
shares
|
$6.82 Million
5.95% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
15,133
shares
|
$6.81 Million
1.59% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
15,128
shares
|
$6.81 Million
1.94% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
15,122
shares
|
$6.81 Million
0.49% of portfolio
|
Q1 2025
Added 39.89%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
15,116
shares
|
$6.8 Million
8.2% of portfolio
|
Q3 2022
Added 0.73%
|