Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,498 institutions that hold shares in the stock, with a total of 5.16 Billion shares, which have been reported (via 13F filing form) to have a value of $2.32 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
2,907
shares
|
$1.32 Million
1.26% of portfolio
|
Q1 2025
Reduced 82.25%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
2,903
shares
|
$1.32 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,898
shares
|
$1.31 Million
0.25% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
2,895
shares
|
$1.31 Million
0.44% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
2,895
shares
|
$1.31 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
2,894
shares
|
$1.31 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
2,885
shares
|
$1.31 Million
0.27% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
2,880
shares
|
$1.31 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
2,877
shares
|
$1.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Act Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,867
shares
|
$1.3 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
2,863
shares
|
$1.3 Million
0.53% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
2,853
shares
|
$1.29 Million
0.18% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,842
shares
|
$1.29 Million
0.47% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
May 13, 2025 Q1 2025 |
2,837
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
2,832
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Reduced 35.52%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
2,831
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Reduced 13.58%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
2,825
shares
|
$1.28 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,815
shares
|
$1.28 Million
1.1% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,809
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
2,809
shares
|
$1.27 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
2,804
shares
|
$1.27 Million
0.94% of portfolio
|
Q1 2025
Added 25.68%
|
|
|
Define Financial, LLC
San Diego, CA |
Apr 15, 2025 Q1 2025 |
2,781
shares
|
$1.26 Million
0.82% of portfolio
|
Q1 2025
Added 176.72%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
2,781
shares
|
$1.26 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
2,779
shares
|
$1.26 Million
5.52% of portfolio
|
Q1 2025
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
2,779
shares
|
$1.26 Million
0.77% of portfolio
|
Q4 2024
Added 5.11%
|