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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
13,890
shares
|
$6.25 Million
4.39% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
13,877
shares
|
$6.25 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
13,876
shares
|
$6.25 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Aperture Investors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,823
shares
|
$6.22 Million
0.81% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
13,815
shares
|
$6.22 Million
3.3% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
13,814
shares
|
$6.22 Million
1.82% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
13,814
shares
|
$6.22 Million
2.47% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
May 13, 2025 Q1 2025 |
13,799
shares
|
$6.21 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,789
shares
|
$6.21 Million
1.46% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
13,781
shares
|
$6.2 Million
4.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
13,780
shares
|
$6.2 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
13,753
shares
|
$6.19 Million
0.74% of portfolio
|
Q1 2025
Reduced 43.8%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
13,739
shares
|
$6.19 Million
2.25% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
13,735
shares
|
$6.18 Million
2.85% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,733
shares
|
$6.18 Million
1.38% of portfolio
|
Q1 2025
Reduced 8.92%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
13,731
shares
|
$6.18 Million
1.73% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
13,716
shares
|
$6.17 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
13,704
shares
|
$6.17 Million
1.33% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
13,693
shares
|
$6.16 Million
4.18% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
13,690
shares
|
$6.16 Million
5.32% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
13,688
shares
|
$6.16 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
13,683
shares
|
$6.16 Million
2.42% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Paragon Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
13,667
shares
|
$6.15 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
13,654
shares
|
$6.15 Million
2.33% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
13,652
shares
|
$6.15 Million
2.06% of portfolio
|
Q1 2025
Added 15.09%
|