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 |
|---|---|---|---|---|---|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
3,035
shares
|
$1.38 Million
1.24% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
3,034
shares
|
$1.37 Million
1.34% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cairn Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
3,031
shares
|
$1.37 Million
0.64% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,030
shares
|
$1.37 Million
0.75% of portfolio
|
Q1 2025
Added 32.97%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
3,027
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,024
shares
|
$1.37 Million
0.62% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
3,024
shares
|
$1.37 Million
3.47% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
3,024
shares
|
$1.37 Million
1.29% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
3,023
shares
|
$1.37 Million
0.36% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,021
shares
|
$1.37 Million
0.49% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
3,020
shares
|
$1.37 Million
0.86% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
3,020
shares
|
$1.37 Million
1.07% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,020
shares
|
$1.37 Million
0.87% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
3,017
shares
|
$1.37 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
3,012
shares
|
$1.36 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
3,010
shares
|
$1.36 Million
0.39% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Columbia Advisory Partners LLC
|
Apr 15, 2025 Q1 2025 |
3,007
shares
|
$1.36 Million
1.13% of portfolio
|
Q1 2025
Added 10.23%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
3,000
shares
|
$1.36 Million
1.15% of portfolio
|
Q1 2023
Added 76.47%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
3,000
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
De Lisle Partners LLP
Poole, X0 |
May 08, 2025 Q1 2025 |
3,000
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,999
shares
|
$1.36 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
2,992
shares
|
$1.36 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Flower City Capital
|
Apr 22, 2025 Q1 2025 |
2,991
shares
|
$1.36 Million
0.74% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
2,987
shares
|
$1.35 Million
1.42% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
2,986
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2025
Added 14.89%
|