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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
13,033
shares
|
$5.87 Million
2.61% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
13,032
shares
|
$5.87 Million
2.84% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
13,024
shares
|
$5.86 Million
1.89% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
13,023
shares
|
$5.86 Million
1.94% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
13,013
shares
|
$5.86 Million
1.4% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
13,000
shares
|
$5.85 Million
0.31% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
12,981
shares
|
$5.84 Million
3.31% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,962
shares
|
$5.84 Million
0.45% of portfolio
|
Q1 2025
Added 301.42%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
12,949
shares
|
$5.83 Million
1.93% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
12,933
shares
|
$5.82 Million
2.36% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
12,933
shares
|
$5.82 Million
1.41% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
12,930
shares
|
$5.82 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
12,914
shares
|
$5.81 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
12,905
shares
|
$5.81 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
12,903
shares
|
$5.81 Million
0.38% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
12,891
shares
|
$5.8 Million
3.31% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
12,882
shares
|
$5.8 Million
4.77% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
12,852
shares
|
$5.79 Million
1.61% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
12,847
shares
|
$5.78 Million
0.09% of portfolio
|
Q1 2025
Reduced 87.88%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
12,844
shares
|
$5.78 Million
3.06% of portfolio
|
Q1 2025
Added 30.86%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
12,822
shares
|
$5.77 Million
3.52% of portfolio
|
Q1 2025
New holding
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Apr 15, 2025 Q1 2025 |
12,816
shares
|
$5.77 Million
5.23% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
12,811
shares
|
$5.77 Million
2.32% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
12,807
shares
|
$5.77 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
12,802
shares
|
$5.76 Million
2.23% of portfolio
|
Q1 2025
Reduced 4.1%
|