Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,471 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 $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
3,286
shares
|
$1.49 Million
1.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
3,286
shares
|
$1.49 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
3,285
shares
|
$1.49 Million
1.32% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
3,283
shares
|
$1.49 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
3,279
shares
|
$1.49 Million
0.78% of portfolio
|
Q1 2025
Added 11.45%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
3,278
shares
|
$1.49 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,275
shares
|
$1.48 Million
0.75% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
3,275
shares
|
$1.48 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,271
shares
|
$1.48 Million
5.02% of portfolio
|
Q4 2023
Reduced 21.1%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
May 15, 2025 Q1 2025 |
3,271
shares
|
$1.48 Million
2.59% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,262
shares
|
$1.48 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,260
shares
|
$1.48 Million
0.68% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
3,260
shares
|
$1.48 Million
2.48% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
3,259
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
3,259
shares
|
$1.48 Million
1.12% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
3,246
shares
|
$1.47 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,244
shares
|
$1.47 Million
0.14% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
3,241
shares
|
$1.47 Million
0.96% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
3,239
shares
|
$1.47 Million
4.69% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
3,238
shares
|
$1.47 Million
0.43% of portfolio
|
Q4 2024
Added 49.01%
|
|
|
Aj Advisors, LLC
Nashville, TN |
May 06, 2025 Q1 2025 |
3,234
shares
|
$1.47 Million
0.62% of portfolio
|
Q1 2025
Added 19.87%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
3,230
shares
|
$1.46 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
3,224
shares
|
$1.46 Million
0.39% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
3,222
shares
|
$1.46 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
3,215
shares
|
$1.46 Million
0.89% of portfolio
|
Q3 2024
Reduced 2.28%
|