Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,475 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 |
|---|---|---|---|---|---|
|
Glass Wealth Management CO LLC
San Antonio, TX |
May 09, 2025 Q1 2025 |
29,427
shares
|
$13.5 Million
6.63% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
29,377
shares
|
$13.5 Million
6.84% of portfolio
|
Q4 2022
Added 638.12%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
29,376
shares
|
$13.5 Million
4.23% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
29,322
shares
|
$13.4 Million
3.35% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
29,321
shares
|
$13.4 Million
3.88% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
29,274
shares
|
$13.4 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
29,245
shares
|
$13.4 Million
2.76% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
29,231
shares
|
$13.4 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
29,200
shares
|
$13.4 Million
6.42% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
29,152
shares
|
$13.4 Million
3.17% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
29,141
shares
|
$13.4 Million
4.86% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
29,114
shares
|
$13.3 Million
0.97% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
29,080
shares
|
$13.3 Million
2.47% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
29,038
shares
|
$13.3 Million
2.24% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
29,033
shares
|
$13.3 Million
7.67% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
29,029
shares
|
$13.3 Million
2.9% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
28,998
shares
|
$13.3 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
28,957
shares
|
$13.3 Million
5.67% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
28,956
shares
|
$13.3 Million
2.22% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
28,917
shares
|
$13.2 Million
3.35% of portfolio
|
Q1 2025
Reduced 22.87%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
28,909
shares
|
$13.2 Million
3.9% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
28,886
shares
|
$13.2 Million
1.93% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
28,860
shares
|
$13.2 Million
1.34% of portfolio
|
Q1 2025
Reduced 21.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
28,859
shares
|
$13.2 Million
7.14% of portfolio
|
Q1 2025
Reduced 37.32%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
28,840
shares
|
$13.2 Million
3.74% of portfolio
|
Q1 2025
Added 7.54%
|