Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,528 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.63 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
9,722
shares
|
$4.91 Million
3.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
9,720
shares
|
$4.91 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
9,719
shares
|
$4.91 Million
2.82% of portfolio
|
Q1 2024
Added 0.4%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
9,711
shares
|
$4.91 Million
1.85% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
9,700
shares
|
$4.9 Million
2.65% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,699
shares
|
$4.9 Million
1.21% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
9,696
shares
|
$4.9 Million
1.51% of portfolio
|
Q3 2023
Added 10.99%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
9,674
shares
|
$4.89 Million
2.03% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
9,667
shares
|
$4.88 Million
0.62% of portfolio
|
Q4 2023
Reduced 14.66%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
May 07, 2025 Q1 2025 |
9,652
shares
|
$4.88 Million
3.11% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
9,647
shares
|
$4.87 Million
2.52% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
9,644
shares
|
$4.87 Million
2.56% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
9,638
shares
|
$4.87 Million
1.59% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
9,630
shares
|
$4.87 Million
0.99% of portfolio
|
Q2 2025
Reduced 41.51%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
9,627
shares
|
$4.86 Million
3.4% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
9,612
shares
|
$4.86 Million
0.46% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
9,611
shares
|
$4.86 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
9,610
shares
|
$4.86 Million
2.69% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
9,593
shares
|
$4.85 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
9,593
shares
|
$4.85 Million
3.39% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
9,588
shares
|
$4.84 Million
1.91% of portfolio
|
Q1 2025
Added 25.88%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
9,587
shares
|
$4.84 Million
2.24% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
9,587
shares
|
$4.84 Million
2.23% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
9,581
shares
|
$4.84 Million
1.58% of portfolio
|
Q1 2025
Added 16.74%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
9,581
shares
|
$4.84 Million
2.85% of portfolio
|
Q1 2025
Reduced 13.47%
|