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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
3,846
shares
|
$1.75 Million
0.82% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,844
shares
|
$1.75 Million
0.53% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
3,843
shares
|
$1.75 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
3,838
shares
|
$1.74 Million
0.4% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.74 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
3,836
shares
|
$1.74 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,835
shares
|
$1.74 Million
0.73% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,831
shares
|
$1.74 Million
1.31% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
3,827
shares
|
$1.74 Million
0.63% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
3,821
shares
|
$1.74 Million
1.73% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,820
shares
|
$1.74 Million
1.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
3,818
shares
|
$1.73 Million
0.69% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,813
shares
|
$1.73 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,810
shares
|
$1.73 Million
0.96% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
3,797
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
3,794
shares
|
$1.72 Million
1.1% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,793
shares
|
$1.72 Million
0.99% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,792
shares
|
$1.72 Million
0.95% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,782
shares
|
$1.72 Million
0.68% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,775
shares
|
$1.71 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,774
shares
|
$1.71 Million
1.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.71 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,771
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,771
shares
|
$1.71 Million
1.86% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.71 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|