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 |
|---|---|---|---|---|---|
|
Perseverance Asset Management International
George Town, E9 |
May 13, 2025 Q1 2025 |
10,000
shares
|
$4.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
9,996
shares
|
$4.5 Million
0.37% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
9,977
shares
|
$4.49 Million
0.38% of portfolio
|
Q1 2025
Added 12.44%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
9,970
shares
|
$4.49 Million
2.99% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
9,940
shares
|
$4.47 Million
0.75% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
9,924
shares
|
$4.47 Million
1.12% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
9,921
shares
|
$4.47 Million
1.74% of portfolio
|
Q1 2025
Reduced 23.93%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
9,919
shares
|
$4.47 Million
2.82% of portfolio
|
Q1 2025
Added 136.34%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
9,909
shares
|
$4.46 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
9,902
shares
|
$4.46 Million
1.16% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
9,899
shares
|
$4.46 Million
2.1% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,896
shares
|
$4.45 Million
1.52% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
9,891
shares
|
$4.45 Million
1.45% of portfolio
|
Q4 2023
Reduced 10.09%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
9,866
shares
|
$4.44 Million
1.29% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
9,863
shares
|
$4.44 Million
1.22% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Arlington Partners LLC
|
Apr 23, 2025 Q1 2025 |
9,859
shares
|
$4.44 Million
1.53% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
9,845
shares
|
$4.43 Million
2.06% of portfolio
|
Q2 2022
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
9,844
shares
|
$4.43 Million
0.57% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
9,842
shares
|
$4.43 Million
0.76% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
9,840
shares
|
$4.43 Million
1.16% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
9,834
shares
|
$4.43 Million
1.71% of portfolio
|
Q2 2022
Reduced 36.78%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
9,834
shares
|
$4.43 Million
2.68% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
9,826
shares
|
$4.42 Million
0.68% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
9,818
shares
|
$4.42 Million
1.31% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,787
shares
|
$4.41 Million
0.3% of portfolio
|
Q1 2024
Added 1.3%
|