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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
38,892
shares
|
$17.8 Million
0.27% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
38,885
shares
|
$17.8 Million
0.2% of portfolio
|
Q1 2025
Added 32.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
38,845
shares
|
$17.8 Million
2.07% of portfolio
|
Q1 2025
Reduced 29.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
38,815
shares
|
$17.8 Million
2.13% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
38,772
shares
|
$17.8 Million
4.04% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
38,766
shares
|
$17.8 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
38,730
shares
|
$17.8 Million
3.3% of portfolio
|
Q1 2025
Added 29.32%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
38,717
shares
|
$17.8 Million
5.52% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Potrero Capital Research LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,694
shares
|
$17.8 Million
8.52% of portfolio
|
Q2 2022
Added 6.91%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
38,647
shares
|
$17.7 Million
4.54% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
38,622
shares
|
$17.7 Million
5.87% of portfolio
|
Q1 2024
New holding
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
38,619
shares
|
$17.7 Million
4.28% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
38,567
shares
|
$17.7 Million
4.06% of portfolio
|
Q1 2025
Added 89.39%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
38,530
shares
|
$17.7 Million
1.2% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
38,510
shares
|
$17.7 Million
4.84% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
38,506
shares
|
$17.7 Million
3.45% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
38,501
shares
|
$17.7 Million
3.89% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
38,483
shares
|
$17.7 Million
3.59% of portfolio
|
Q1 2025
Added 43.2%
|
|
|
Torray LLC
|
May 08, 2025 Q1 2025 |
38,456
shares
|
$17.6 Million
2.25% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
38,356
shares
|
$17.6 Million
2.4% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
38,342
shares
|
$17.6 Million
0.08% of portfolio
|
Q1 2025
Added 7568.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
38,329
shares
|
$17.6 Million
2.93% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
38,300
shares
|
$17.6 Million
4.36% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
38,294
shares
|
$17.6 Million
6.26% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
38,273
shares
|
$17.6 Million
0.5% of portfolio
|
Q1 2025
Added 127.06%
|