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 |
|---|---|---|---|---|---|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
10,776
shares
|
$4.85 Million
4.02% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
10,775
shares
|
$4.85 Million
1.36% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
10,762
shares
|
$4.84 Million
1.4% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
10,730
shares
|
$4.83 Million
4.16% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
10,724
shares
|
$4.83 Million
0.41% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
10,723
shares
|
$4.83 Million
1.69% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
10,713
shares
|
$4.82 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
10,701
shares
|
$4.82 Million
1.22% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
10,700
shares
|
$4.82 Million
1.54% of portfolio
|
Q1 2023
Reduced 1.68%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
10,685
shares
|
$4.81 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
10,623
shares
|
$4.78 Million
0.67% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
10,621
shares
|
$4.78 Million
0.77% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
May 15, 2025 Q1 2025 |
10,600
shares
|
$4.77 Million
4.87% of portfolio
|
Q1 2025
Reduced 34.16%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Apr 17, 2025 Q1 2025 |
10,600
shares
|
$4.77 Million
1.99% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
10,598
shares
|
$4.77 Million
1.3% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
10,595
shares
|
$4.77 Million
2.25% of portfolio
|
Q1 2025
Reduced 76.05%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
10,590
shares
|
$4.77 Million
2.76% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
10,558
shares
|
$4.75 Million
1.8% of portfolio
|
Q1 2025
Added 33.93%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
10,529
shares
|
$4.74 Million
1.62% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
10,499
shares
|
$4.73 Million
3.63% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
10,477
shares
|
$4.72 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
10,471
shares
|
$4.71 Million
3.77% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
10,467
shares
|
$4.71 Million
1.58% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,466
shares
|
$4.71 Million
0.22% of portfolio
|
Q1 2025
Reduced 32.15%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Apr 30, 2025 Q1 2025 |
10,462
shares
|
$4.71 Million
3.12% of portfolio
|
Q1 2025
Added 0.02%
|