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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
9,778
shares
|
$4.4 Million
1.28% of portfolio
|
Q1 2025
Added 54.76%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
9,772
shares
|
$4.4 Million
1.28% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
9,770
shares
|
$4.4 Million
1.55% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
9,761
shares
|
$4.39 Million
1.38% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
9,760
shares
|
$4.39 Million
1.06% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
High Vista Strategies LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,758
shares
|
$4.39 Million
1.59% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
9,756
shares
|
$4.39 Million
0.85% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
9,747
shares
|
$4.39 Million
1.94% of portfolio
|
Q1 2025
Reduced 81.02%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,731
shares
|
$4.38 Million
0.81% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
9,726
shares
|
$4.38 Million
1.24% of portfolio
|
Q1 2025
Reduced 7.01%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
9,722
shares
|
$4.38 Million
0.37% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
9,722
shares
|
$4.38 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
9,720
shares
|
$4.38 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.38 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.37 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
9,710
shares
|
$4.37 Million
1.93% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
9,706
shares
|
$4.37 Million
1.81% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
9,701
shares
|
$4.37 Million
1.17% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
9,700
shares
|
$4.37 Million
2.65% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,699
shares
|
$4.37 Million
1.21% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.36 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.35 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
9,653
shares
|
$4.35 Million
2.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
9,652
shares
|
$4.35 Million
3.11% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
9,644
shares
|
$4.34 Million
2.56% of portfolio
|
Q1 2025
Added 0.75%
|