Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 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 $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
4,219
shares
|
$1.92 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
4,215
shares
|
$1.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
4,214
shares
|
$1.91 Million
0.41% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
4,212
shares
|
$1.91 Million
2.12% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
4,206
shares
|
$1.91 Million
0.23% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,205
shares
|
$1.91 Million
0.95% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,205
shares
|
$1.91 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,202
shares
|
$1.91 Million
0.3% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
4,199
shares
|
$1.91 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
4,199
shares
|
$1.91 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$1.9 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
4,190
shares
|
$1.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
4,190
shares
|
$1.9 Million
0.45% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
4,175
shares
|
$1.9 Million
0.79% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
4,166
shares
|
$1.89 Million
5.92% of portfolio
|
Q1 2025
Reduced 95.27%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Apr 22, 2025 Q1 2025 |
4,162
shares
|
$1.89 Million
1.06% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
4,157
shares
|
$1.89 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
4,154
shares
|
$1.89 Million
2.53% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
4,153
shares
|
$1.89 Million
1.34% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
4,134
shares
|
$1.88 Million
0.46% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
4,126
shares
|
$1.87 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
4,119
shares
|
$1.87 Million
0.64% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
4,117
shares
|
$1.87 Million
1.64% of portfolio
|
Q1 2025
Reduced 52.79%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
4,113
shares
|
$1.87 Million
2.28% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
4,110
shares
|
$1.87 Million
1.17% of portfolio
|
Q1 2025
Added 4.26%
|