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 |
|---|---|---|---|---|---|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
11,789
shares
|
$5.31 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,782
shares
|
$5.3 Million
0.59% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
11,780
shares
|
$5.3 Million
0.99% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
11,779
shares
|
$5.3 Million
3.34% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
11,779
shares
|
$5.3 Million
3.05% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
May 15, 2025 Q1 2025 |
11,776
shares
|
$5.3 Million
4.01% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
11,766
shares
|
$5.3 Million
3.44% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
11,756
shares
|
$5.29 Million
5.75% of portfolio
|
Q2 2022
Reduced 45.68%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
11,753
shares
|
$5.29 Million
3.22% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
11,753
shares
|
$5.29 Million
1.97% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
11,731
shares
|
$5.28 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
11,707
shares
|
$5.27 Million
2.22% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Brown University
|
May 02, 2025 Q1 2025 |
11,700
shares
|
$5.27 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
May 15, 2025 Q1 2025 |
11,700
shares
|
$5.27 Million
0.99% of portfolio
|
Q1 2025
Reduced 61.0%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
11,696
shares
|
$5.27 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
11,692
shares
|
$5.26 Million
1.25% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
11,688
shares
|
$5.26 Million
1.43% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
May 05, 2025 Q1 2025 |
11,661
shares
|
$5.25 Million
3.72% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
11,649
shares
|
$5.24 Million
2.47% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
11,648
shares
|
$5.24 Million
4.04% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Apr 10, 2025 Q1 2025 |
11,642
shares
|
$5.24 Million
4.07% of portfolio
|
Q1 2025
Added 340.65%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
11,639
shares
|
$5.24 Million
2.49% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
11,632
shares
|
$5.24 Million
0.85% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
11,627
shares
|
$5.23 Million
1.34% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
11,625
shares
|
$5.23 Million
0.76% of portfolio
|
Q1 2025
Reduced 6.17%
|