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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
3,214
shares
|
$1.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 58.58%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
3,212
shares
|
$1.46 Million
0.65% of portfolio
|
Q3 2022
Added 4.9%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
3,211
shares
|
$1.46 Million
1.73% of portfolio
|
Q1 2025
Reduced 35.74%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
3,210
shares
|
$1.45 Million
0.37% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Chiron Capital Management, LLC
|
May 15, 2025 Q1 2025 |
3,205
shares
|
$1.45 Million
1.11% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
3,199
shares
|
$1.45 Million
0.47% of portfolio
|
Q1 2025
Added 42.43%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,193
shares
|
$1.45 Million
1.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
3,191
shares
|
$1.45 Million
2.74% of portfolio
|
Q3 2023
Added 30.03%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
3,190
shares
|
$1.45 Million
0.34% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
3,188
shares
|
$1.44 Million
0.51% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
May 07, 2025 Q1 2025 |
3,186
shares
|
$1.44 Million
0.82% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
May 12, 2025 Q1 2025 |
3,182
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Added 110.73%
|
|
|
Asset Planning Corporation
|
May 12, 2025 Q1 2025 |
3,179
shares
|
$1.44 Million
0.71% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
3,169
shares
|
$1.44 Million
0.42% of portfolio
|
Q1 2025
Added 39.91%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
3,167
shares
|
$1.44 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
3,166
shares
|
$1.43 Million
0.42% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
3,166
shares
|
$1.43 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,163
shares
|
$1.43 Million
0.72% of portfolio
|
Q1 2025
Reduced 15.09%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
3,163
shares
|
$1.43 Million
1.06% of portfolio
|
Q4 2024
Added 41.21%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
3,162
shares
|
$1.43 Million
1.07% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
3,161
shares
|
$1.43 Million
0.63% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
James Reed Financial Services, Inc.
Cleveland, OH |
Apr 16, 2025 Q1 2025 |
3,161
shares
|
$1.43 Million
1.33% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
3,159
shares
|
$1.43 Million
0.66% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
3,157
shares
|
$1.43 Million
1.45% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
3,154
shares
|
$1.43 Million
1.15% of portfolio
|
Q1 2025
New holding
|