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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
14,907
shares
|
$6.71 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
14,899
shares
|
$6.71 Million
1.04% of portfolio
|
Q1 2025
Added 57.11%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
14,893
shares
|
$6.7 Million
1.07% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
14,883
shares
|
$6.7 Million
2.17% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
14,875
shares
|
$6.7 Million
3.31% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
May 14, 2025 Q1 2025 |
14,871
shares
|
$6.69 Million
7.91% of portfolio
|
Q1 2025
Added 22.91%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
14,870
shares
|
$6.69 Million
0.62% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
14,870
shares
|
$6.69 Million
0.86% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
14,855
shares
|
$6.69 Million
4.27% of portfolio
|
Q3 2022
Added 717.56%
|
|
|
Scott Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,850
shares
|
$6.69 Million
1.67% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
14,847
shares
|
$6.68 Million
1.65% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
14,842
shares
|
$6.68 Million
2.78% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
14,829
shares
|
$6.68 Million
2.26% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
14,826
shares
|
$6.67 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
14,826
shares
|
$6.67 Million
1.84% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
14,796
shares
|
$6.66 Million
0.86% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
14,778
shares
|
$6.65 Million
3.85% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
14,754
shares
|
$6.64 Million
1.58% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
14,752
shares
|
$6.64 Million
2.03% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Sloy Dahl & Holst, LLC
|
May 12, 2025 Q1 2025 |
14,719
shares
|
$6.63 Million
1.07% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
14,707
shares
|
$6.62 Million
1.46% of portfolio
|
Q1 2025
Added 47.23%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
14,696
shares
|
$6.62 Million
3.21% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Edgewood Management LLC
Greenwich, CT |
May 14, 2025 Q1 2025 |
14,693
shares
|
$6.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 99.68%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
14,679
shares
|
$6.61 Million
0.76% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
14,673
shares
|
$6.61 Million
2.99% of portfolio
|
Q1 2025
Added 0.34%
|