Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,453 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $1.93 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
4,880
shares
|
$1.83 Million
2.23% of portfolio
|
Q1 2025
New holding
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
4,869
shares
|
$1.83 Million
0.39% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
4,868
shares
|
$1.83 Million
0.55% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
4,864
shares
|
$1.83 Million
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
4,860
shares
|
$1.82 Million
1.49% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
4,859
shares
|
$1.82 Million
1.08% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
4,854
shares
|
$1.82 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,850
shares
|
$1.82 Million
0.63% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
4,850
shares
|
$1.82 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.94%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
4,829
shares
|
$1.81 Million
1.49% of portfolio
|
Q4 2024
Added 33.36%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
4,821
shares
|
$1.81 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,816
shares
|
$1.81 Million
0.52% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
4,816
shares
|
$1.81 Million
1.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
4,803
shares
|
$1.8 Million
0.78% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,802
shares
|
$1.8 Million
1.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
4,793
shares
|
$1.8 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
4,789
shares
|
$1.8 Million
1.7% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
4,786
shares
|
$1.8 Million
0.33% of portfolio
|
Q4 2024
Reduced 12.23%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,784
shares
|
$1.8 Million
0.49% of portfolio
|
Q2 2022
Reduced 89.94%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
4,781
shares
|
$1.79 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
4,779
shares
|
$1.79 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
4,779
shares
|
$1.79 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
4,776
shares
|
$1.79 Million
1.49% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,772
shares
|
$1.79 Million
1.39% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
4,762
shares
|
$1.79 Million
1.77% of portfolio
|
Q4 2024
Added 1.38%
|