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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
12,246
shares
|
$5.51 Million
1.32% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
12,238
shares
|
$5.51 Million
0.59% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
12,237
shares
|
$5.51 Million
0.78% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
12,216
shares
|
$5.5 Million
2.39% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
12,196
shares
|
$5.49 Million
1.88% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Sea Town Holdings Pte. Ltd.
|
May 14, 2025 Q1 2025 |
12,185
shares
|
$5.49 Million
4.0% of portfolio
|
Q1 2025
Reduced 48.12%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
12,180
shares
|
$5.48 Million
2.58% of portfolio
|
Q2 2022
Reduced 0.33%
|
|
|
Breakline Capital LLC
New York, NY |
Feb 14, 2023 Q4 2022 |
12,180
shares
|
$5.48 Million
3.21% of portfolio
|
Q4 2022
Reduced 26.64%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
12,172
shares
|
$5.48 Million
1.01% of portfolio
|
Q1 2025
Reduced 22.06%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
12,169
shares
|
$5.48 Million
4.17% of portfolio
|
Q2 2023
Reduced 34.34%
|
|
|
Windmill Hill Asset Management LTD
|
May 07, 2025 Q1 2025 |
12,163
shares
|
$5.48 Million
1.47% of portfolio
|
Q1 2025
Added 21.7%
|
|
|
Silver Lake Advisory, LLC
|
Apr 23, 2025 Q1 2025 |
12,158
shares
|
$5.47 Million
1.99% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,144
shares
|
$5.47 Million
6.7% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
12,140
shares
|
$5.47 Million
0.14% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
12,131
shares
|
$5.46 Million
1.24% of portfolio
|
Q1 2025
Added 33.79%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 30, 2025 Q1 2025 |
12,102
shares
|
$5.45 Million
4.87% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
12,098
shares
|
$5.45 Million
1.16% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
12,092
shares
|
$5.44 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
12,090
shares
|
$5.44 Million
2.55% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
12,084
shares
|
$5.44 Million
3.77% of portfolio
|
Q1 2025
Reduced 25.06%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
12,083
shares
|
$5.44 Million
7.51% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
12,078
shares
|
$5.44 Million
0.84% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
12,074
shares
|
$5.44 Million
1.78% of portfolio
|
Q1 2025
Reduced 77.52%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
12,071
shares
|
$5.43 Million
3.73% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
12,067
shares
|
$5.43 Million
2.96% of portfolio
|
Q1 2025
Reduced 62.35%
|