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 |
|---|---|---|---|---|---|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
9,627
shares
|
$4.33 Million
3.4% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
9,618
shares
|
$4.33 Million
0.22% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
9,612
shares
|
$4.33 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
9,611
shares
|
$4.33 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
9,610
shares
|
$4.33 Million
2.69% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.32 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
9,588
shares
|
$4.32 Million
1.91% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
9,587
shares
|
$4.32 Million
2.23% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
9,581
shares
|
$4.31 Million
1.58% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
9,581
shares
|
$4.31 Million
2.85% of portfolio
|
Q1 2025
Reduced 13.47%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
9,574
shares
|
$4.31 Million
2.45% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
9,570
shares
|
$4.31 Million
1.47% of portfolio
|
Q1 2025
Reduced 24.94%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
9,557
shares
|
$4.3 Million
0.76% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
9,547
shares
|
$4.3 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,535
shares
|
$4.29 Million
0.69% of portfolio
|
Q2 2022
Reduced 1.11%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
9,530
shares
|
$4.29 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
9,529
shares
|
$4.29 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
9,522
shares
|
$4.29 Million
0.42% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
9,516
shares
|
$4.28 Million
2.78% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Guardian Investment Management
|
Apr 25, 2025 Q1 2025 |
9,494
shares
|
$4.27 Million
2.88% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Diversified Investment Strategies, LLC
|
May 13, 2025 Q1 2025 |
9,492
shares
|
$4.27 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
9,490
shares
|
$4.27 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
9,486
shares
|
$4.27 Million
3.56% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
9,484
shares
|
$4.27 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
9,479
shares
|
$4.27 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.79%
|