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 $2.37 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
39,718
shares
|
$18.2 Million
2.2% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
39,713
shares
|
$18.2 Million
0.65% of portfolio
|
Q2 2023
Added 3.51%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
39,698
shares
|
$18.2 Million
5.72% of portfolio
|
Q1 2025
Added 17.43%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
39,691
shares
|
$18.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 63.17%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Apr 29, 2025 Q1 2025 |
39,678
shares
|
$18.2 Million
4.29% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
39,655
shares
|
$18.2 Million
5.51% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
39,582
shares
|
$18.2 Million
1.19% of portfolio
|
Q1 2025
Reduced 43.79%
|
|
|
Inlet Private Wealth, LLC
|
May 07, 2025 Q1 2025 |
39,495
shares
|
$18.1 Million
4.07% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
39,472
shares
|
$18.1 Million
0.51% of portfolio
|
Q1 2025
Added 83.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
39,455
shares
|
$18.1 Million
2.37% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
39,415
shares
|
$18.1 Million
1.62% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
39,384
shares
|
$18.1 Million
3.82% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
39,340
shares
|
$18.1 Million
5.11% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
39,328
shares
|
$18 Million
2.54% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
39,323
shares
|
$18 Million
1.27% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
39,277
shares
|
$18 Million
4.26% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
39,253
shares
|
$18 Million
1.97% of portfolio
|
Q1 2024
Added 26.09%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
39,213
shares
|
$18 Million
5.59% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Richard C. Young & Co., Ltd.
|
May 02, 2025 Q1 2025 |
39,154
shares
|
$18 Million
1.7% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
39,071
shares
|
$17.9 Million
7.9% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
39,053
shares
|
$17.9 Million
4.34% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
May 08, 2025 Q1 2025 |
39,000
shares
|
$17.9 Million
2.31% of portfolio
|
Q1 2025
Added 51.75%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
39,000
shares
|
$17.9 Million
8.0% of portfolio
|
Q4 2023
Reduced 2.5%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
39,000
shares
|
$17.9 Million
6.91% of portfolio
|
Q2 2024
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
38,949
shares
|
$17.9 Million
2.55% of portfolio
|
Q1 2025
Added 2.13%
|