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 |
|---|---|---|---|---|---|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
10,461
shares
|
$4.71 Million
2.8% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,452
shares
|
$4.71 Million
1.32% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
10,449
shares
|
$4.7 Million
1.98% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
10,438
shares
|
$4.7 Million
1.27% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
10,423
shares
|
$4.69 Million
0.89% of portfolio
|
Q1 2025
Added 61.3%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
10,415
shares
|
$4.69 Million
2.68% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
10,411
shares
|
$4.69 Million
1.57% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
10,404
shares
|
$4.68 Million
0.74% of portfolio
|
Q4 2022
Added 3.73%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
10,399
shares
|
$4.68 Million
3.72% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Madden Securities Corp
|
Apr 14, 2025 Q1 2025 |
10,381
shares
|
$4.67 Million
1.63% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
10,376
shares
|
$4.67 Million
0.93% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
10,374
shares
|
$4.67 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
10,350
shares
|
$4.66 Million
2.78% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
10,349
shares
|
$4.66 Million
1.45% of portfolio
|
Q4 2024
Reduced 7.95%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
10,345
shares
|
$4.66 Million
0.57% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
10,333
shares
|
$4.65 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
10,311
shares
|
$4.64 Million
1.95% of portfolio
|
Q1 2025
Added 24.33%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
10,307
shares
|
$4.64 Million
1.87% of portfolio
|
Q2 2023
Reduced 4.52%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
10,283
shares
|
$4.63 Million
1.8% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Hikari Tsushin, Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
10,283
shares
|
$4.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 13.51%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
10,283
shares
|
$4.63 Million
1.43% of portfolio
|
Q1 2025
Reduced 39.94%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
10,274
shares
|
$4.63 Million
0.12% of portfolio
|
Q1 2025
Reduced 39.62%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,269
shares
|
$4.62 Million
3.35% of portfolio
|
Q3 2024
Added 608.21%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
10,249
shares
|
$4.61 Million
1.42% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
10,241
shares
|
$4.61 Million
3.88% of portfolio
|
Q1 2025
Reduced 1.35%
|