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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
11,375
shares
|
$5.12 Million
0.58% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,364
shares
|
$5.12 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
11,356
shares
|
$5.11 Million
1.56% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Community Capital Management, LLC
|
Oct 23, 2023 Q3 2023 |
11,350
shares
|
$5.11 Million
5.85% of portfolio
|
Q2 2022
Reduced 21.18%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
11,341
shares
|
$5.11 Million
0.86% of portfolio
|
Q1 2025
Added 43.59%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Apr 11, 2025 Q1 2025 |
11,341
shares
|
$5.11 Million
5.6% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
11,322
shares
|
$5.1 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
11,317
shares
|
$5.09 Million
1.91% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
11,300
shares
|
$5.09 Million
1.46% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
11,300
shares
|
$5.09 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
11,293
shares
|
$5.08 Million
2.39% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
11,283
shares
|
$5.08 Million
1.97% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
11,273
shares
|
$5.07 Million
3.95% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
11,268
shares
|
$5.07 Million
0.65% of portfolio
|
Q3 2023
Reduced 7.18%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
11,258
shares
|
$5.07 Million
1.81% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
11,256
shares
|
$5.07 Million
0.61% of portfolio
|
Q1 2025
Reduced 42.44%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,246
shares
|
$5.06 Million
1.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
11,235
shares
|
$5.06 Million
2.12% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
11,231
shares
|
$5.06 Million
0.69% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,228
shares
|
$5.05 Million
1.41% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
11,217
shares
|
$5.05 Million
1.95% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,212
shares
|
$5.05 Million
2.13% of portfolio
|
Q1 2025
Added 33.91%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
11,184
shares
|
$5.03 Million
0.8% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
11,155
shares
|
$5.02 Million
1.22% of portfolio
|
Q1 2025
Reduced 56.86%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Apr 01, 2025 Q1 2025 |
11,130
shares
|
$5.01 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.3%
|