Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,523 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 $2.67 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
8,047
shares
|
$4.12 Million
0.85% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
8,046
shares
|
$4.12 Million
2.7% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
8,040
shares
|
$4.11 Million
2.03% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
8,032
shares
|
$4.11 Million
0.63% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Spinecap Sas
Paris, I0 |
Feb 13, 2024 Q4 2023 |
8,017
shares
|
$4.1 Million
5.69% of portfolio
|
Q4 2023
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
8,016
shares
|
$4.1 Million
0.9% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Forest Hill Capital, LLC
Little Rock, AR |
May 15, 2025 Q1 2025 |
8,000
shares
|
$4.09 Million
2.28% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
7,994
shares
|
$4.09 Million
0.85% of portfolio
|
Q1 2025
Added 21.25%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
7,988
shares
|
$4.09 Million
9.78% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
7,987
shares
|
$4.09 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Grace & White Inc
|
Apr 22, 2025 Q1 2025 |
7,975
shares
|
$4.08 Million
0.72% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,969
shares
|
$4.08 Million
1.1% of portfolio
|
Q3 2023
Reduced 7.77%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
7,961
shares
|
$4.07 Million
0.96% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
7,961
shares
|
$4.07 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
7,959
shares
|
$4.07 Million
0.56% of portfolio
|
Q1 2025
Reduced 6.68%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
7,955
shares
|
$4.07 Million
1.03% of portfolio
|
Q1 2025
Added 41.93%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,954
shares
|
$4.07 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
7,932
shares
|
$4.06 Million
3.04% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
7,930
shares
|
$4.06 Million
1.8% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,930
shares
|
$4.06 Million
0.95% of portfolio
|
Q3 2023
Reduced 0.31%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
7,925
shares
|
$4.06 Million
0.03% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,922
shares
|
$4.05 Million
0.97% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
7,901
shares
|
$4.04 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
7,896
shares
|
$4.04 Million
2.5% of portfolio
|
Q1 2025
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
7,895
shares
|
$4.04 Million
2.9% of portfolio
|
Q1 2025
Reduced 0.03%
|