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 |
|---|---|---|---|---|---|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,700
shares
|
$1.21 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,698
shares
|
$1.21 Million
0.72% of portfolio
|
Q1 2025
Added 33.04%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,695
shares
|
$1.21 Million
0.64% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
2,689
shares
|
$1.21 Million
0.25% of portfolio
|
Q1 2025
Reduced 81.33%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
2,688
shares
|
$1.21 Million
0.54% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,687
shares
|
$1.21 Million
1.09% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
2,686
shares
|
$1.21 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
Feb 14, 2025 Q4 2024 |
2,685
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,682
shares
|
$1.2 Million
1.59% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
2,681
shares
|
$1.2 Million
0.87% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,681
shares
|
$1.2 Million
0.38% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
2,677
shares
|
$1.2 Million
0.68% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
2,667
shares
|
$1.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
May 09, 2025 Q1 2025 |
2,662
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 86.51%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
2,661
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
2,660
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
2,659
shares
|
$1.19 Million
0.81% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
2,658
shares
|
$1.19 Million
0.63% of portfolio
|
Q1 2025
Reduced 12.85%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
2,645
shares
|
$1.19 Million
0.72% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
2,638
shares
|
$1.19 Million
0.78% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,637
shares
|
$1.18 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
2,633
shares
|
$1.18 Million
0.87% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,625
shares
|
$1.18 Million
0.93% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
2,624
shares
|
$1.18 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
2,624
shares
|
$1.18 Million
0.59% of portfolio
|
Q1 2025
Added 1.86%
|