Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,489 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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,781
shares
|
$800,132
0.77% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,779
shares
|
$799,233
0.28% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,777
shares
|
$798,335
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,776
shares
|
$797,885
0.72% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
1,768
shares
|
$794,291
0.27% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,757
shares
|
$789,349
0.22% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$786,205
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
1,736
shares
|
$779,915
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,735
shares
|
$779,466
0.69% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
1,729
shares
|
$776,770
0.45% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,728
shares
|
$776,321
0.39% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
1,727
shares
|
$775,872
0.51% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
1,723
shares
|
$774,074
0.28% of portfolio
|
Q1 2025
Reduced 63.28%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
1,718
shares
|
$771,828
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,718
shares
|
$771,828
0.52% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
1,714
shares
|
$770,031
0.5% of portfolio
|
Q1 2025
Added 36.9%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
1,711
shares
|
$768,683
0.08% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
1,708
shares
|
$767,336
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$763,742
0.03% of portfolio
|
Q2 2021
Reduced 83.72%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Apr 14, 2025 Q1 2025 |
1,698
shares
|
$762,843
0.37% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
1,694
shares
|
$761,046
0.09% of portfolio
|
Q1 2025
Added 21.09%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
1,692
shares
|
$760,147
0.48% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
1,691
shares
|
$759,698
0.84% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Goal Fusion Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,686
shares
|
$757,452
0.35% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
1,684
shares
|
$756,553
0.33% of portfolio
|
Q1 2025
Added 0.06%
|