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 |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
11,616
shares
|
$5.23 Million
1.02% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
11,602
shares
|
$5.22 Million
0.9% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
11,598
shares
|
$5.22 Million
0.88% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
11,582
shares
|
$5.21 Million
2.72% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
11,565
shares
|
$5.21 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
May 14, 2025 Q1 2025 |
11,563
shares
|
$5.21 Million
1.54% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
11,556
shares
|
$5.2 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
11,555
shares
|
$5.2 Million
1.96% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Todd Asset Management LLC
|
May 12, 2025 Q1 2025 |
11,551
shares
|
$5.2 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.47%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,540
shares
|
$5.2 Million
3.39% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
11,525
shares
|
$5.19 Million
2.12% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Prospect Capital Advisors, LLC
Sausalito, CA |
May 15, 2025 Q1 2025 |
11,505
shares
|
$5.18 Million
3.05% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
May 09, 2025 Q1 2025 |
11,500
shares
|
$5.18 Million
3.88% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Apr 14, 2025 Q1 2025 |
11,500
shares
|
$5.18 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
11,493
shares
|
$5.17 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
11,493
shares
|
$5.17 Million
4.65% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
11,489
shares
|
$5.17 Million
2.17% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
11,483
shares
|
$5.17 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Falcon Wealth Planning
|
Apr 24, 2025 Q1 2025 |
11,465
shares
|
$5.16 Million
0.53% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
11,461
shares
|
$5.16 Million
2.74% of portfolio
|
Q1 2025
Reduced 12.32%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
11,459
shares
|
$5.16 Million
3.54% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
11,435
shares
|
$5.15 Million
1.84% of portfolio
|
Q4 2024
New holding
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
11,411
shares
|
$5.14 Million
4.13% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
11,398
shares
|
$5.13 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,376
shares
|
$5.12 Million
2.04% of portfolio
|
Q1 2025
Added 0.15%
|