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 |
|---|---|---|---|---|---|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
12,437
shares
|
$5.6 Million
1.15% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Advisory Services & Investments, LLC
|
Nov 12, 2024 Q3 2024 |
12,429
shares
|
$5.6 Million
4.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
12,420
shares
|
$5.59 Million
2.54% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
12,407
shares
|
$5.59 Million
2.6% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
12,400
shares
|
$5.58 Million
6.26% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
12,397
shares
|
$5.58 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
12,392
shares
|
$5.58 Million
3.24% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
12,388
shares
|
$5.58 Million
2.36% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Perkins Capital Management Inc
|
May 07, 2025 Q1 2025 |
12,385
shares
|
$5.58 Million
5.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
12,382
shares
|
$5.57 Million
3.27% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
12,376
shares
|
$5.57 Million
3.54% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
12,369
shares
|
$5.57 Million
4.89% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
12,367
shares
|
$5.57 Million
3.32% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
12,365
shares
|
$5.57 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
12,364
shares
|
$5.57 Million
2.57% of portfolio
|
Q2 2022
Reduced 0.36%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
12,357
shares
|
$5.56 Million
2.12% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
12,335
shares
|
$5.55 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
12,319
shares
|
$5.55 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
12,312
shares
|
$5.54 Million
0.38% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Mu Investments Co., Ltd.
|
Nov 07, 2023 Q3 2023 |
12,300
shares
|
$5.54 Million
5.2% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
12,295
shares
|
$5.53 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
12,290
shares
|
$5.53 Million
0.42% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Apr 25, 2025 Q1 2025 |
12,288
shares
|
$5.53 Million
4.27% of portfolio
|
Q1 2025
Added 20.89%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
12,262
shares
|
$5.52 Million
1.84% of portfolio
|
Q4 2024
Reduced 43.55%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
12,254
shares
|
$5.52 Million
2.37% of portfolio
|
Q1 2025
Added 1.86%
|