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 |
|---|---|---|---|---|---|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
7,750
shares
|
$3.97 Million
2.72% of portfolio
|
Q4 2024
New holding
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
7,742
shares
|
$3.96 Million
3.34% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
7,739
shares
|
$3.96 Million
2.1% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
7,734
shares
|
$3.96 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
7,721
shares
|
$3.95 Million
0.45% of portfolio
|
Q1 2025
Added 50.86%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
7,713
shares
|
$3.95 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
7,709
shares
|
$3.94 Million
2.5% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
7,700
shares
|
$3.94 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
7,697
shares
|
$3.94 Million
1.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Amiral Gestion
Paris, I0 |
Feb 20, 2025 Q4 2024 |
7,695
shares
|
$3.94 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
7,674
shares
|
$3.93 Million
1.78% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
7,667
shares
|
$3.92 Million
2.0% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
7,666
shares
|
$3.92 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
7,643
shares
|
$3.91 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
7,636
shares
|
$3.91 Million
1.92% of portfolio
|
Q2 2024
Reduced 10.21%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
7,635
shares
|
$3.91 Million
0.58% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
East Coast Asset Management, Llc.
Essex, MA |
May 15, 2025 Q1 2025 |
7,620
shares
|
$3.9 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
7,615
shares
|
$3.9 Million
0.7% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
7,615
shares
|
$3.9 Million
0.09% of portfolio
|
Q1 2025
Added 23.26%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
May 09, 2025 Q1 2025 |
7,610
shares
|
$3.89 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
7,601
shares
|
$3.89 Million
8.88% of portfolio
|
Q1 2025
Reduced 55.86%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
7,600
shares
|
$3.89 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
7,598
shares
|
$3.89 Million
2.67% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
7,585
shares
|
$3.88 Million
0.5% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
7,583
shares
|
$3.88 Million
1.08% of portfolio
|
Q1 2025
Added 1.5%
|