Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 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 $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
47,460
shares
|
$21.6 Million
1.64% of portfolio
|
Q1 2025
Added 77.55%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
47,411
shares
|
$21.5 Million
1.32% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
47,388
shares
|
$21.5 Million
9.88% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
47,192
shares
|
$21.4 Million
6.98% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
47,190
shares
|
$21.4 Million
1.46% of portfolio
|
Q1 2025
Reduced 16.55%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
47,055
shares
|
$21.4 Million
5.89% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
47,018
shares
|
$21.4 Million
4.84% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
47,001
shares
|
$21.4 Million
0.62% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
46,981
shares
|
$21.3 Million
1.47% of portfolio
|
Q1 2025
Added 76.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
46,834
shares
|
$21.3 Million
2.32% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
46,827
shares
|
$21.3 Million
13.17% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
46,788
shares
|
$21.3 Million
2.86% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
46,762
shares
|
$21.2 Million
3.11% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
46,758
shares
|
$21.2 Million
6.24% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
46,684
shares
|
$21.2 Million
5.64% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
46,658
shares
|
$21.2 Million
2.51% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
46,572
shares
|
$21.2 Million
3.31% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
46,520
shares
|
$21.1 Million
4.89% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
46,425
shares
|
$21.1 Million
11.58% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
46,367
shares
|
$21.1 Million
2.51% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
46,341
shares
|
$21.1 Million
2.47% of portfolio
|
Q3 2022
Reduced 5.82%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
46,337
shares
|
$21 Million
8.83% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,296
shares
|
$21 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
46,258
shares
|
$21 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
46,251
shares
|
$21 Million
7.91% of portfolio
|
Q1 2025
Added 1.66%
|