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 |
|---|---|---|---|---|---|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
14,281
shares
|
$6.43 Million
3.33% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
14,278
shares
|
$6.43 Million
5.14% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
14,260
shares
|
$6.42 Million
2.48% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
14,256
shares
|
$6.42 Million
2.57% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
14,255
shares
|
$6.42 Million
1.08% of portfolio
|
Q4 2024
Reduced 55.09%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
14,251
shares
|
$6.42 Million
3.76% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,251
shares
|
$6.42 Million
2.21% of portfolio
|
Q3 2023
Added 3.67%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
14,235
shares
|
$6.41 Million
5.06% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Reik & Co., LLC
|
May 06, 2025 Q1 2025 |
14,230
shares
|
$6.41 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
14,229
shares
|
$6.41 Million
0.83% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Mason & Associates Inc
|
Apr 17, 2025 Q1 2025 |
14,227
shares
|
$6.4 Million
1.39% of portfolio
|
Q1 2025
Added 40.97%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Apr 08, 2025 Q1 2025 |
14,209
shares
|
$6.4 Million
5.37% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
14,202
shares
|
$6.39 Million
1.36% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
14,200
shares
|
$6.39 Million
2.67% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,198
shares
|
$6.39 Million
2.49% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,186
shares
|
$6.39 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,174
shares
|
$6.38 Million
0.61% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
14,174
shares
|
$6.38 Million
1.74% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Thornburg Investment Management Inc
|
May 07, 2025 Q1 2025 |
14,159
shares
|
$6.37 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
14,159
shares
|
$6.37 Million
1.12% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
14,157
shares
|
$6.37 Million
2.7% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
14,149
shares
|
$6.37 Million
1.95% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
14,146
shares
|
$6.37 Million
2.93% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
14,118
shares
|
$6.36 Million
0.33% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
14,116
shares
|
$6.35 Million
0.63% of portfolio
|
Q1 2025
Added 4.52%
|