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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
6,609
shares
|
$3.38 Million
1.04% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
6,609
shares
|
$3.38 Million
1.37% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
6,606
shares
|
$3.38 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
6,596
shares
|
$3.38 Million
1.48% of portfolio
|
Q1 2024
Added 177.84%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
6,589
shares
|
$3.37 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
6,587
shares
|
$3.37 Million
1.22% of portfolio
|
Q1 2025
Reduced 38.39%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,575
shares
|
$3.36 Million
2.0% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cortland Associates Inc
|
May 01, 2025 Q1 2025 |
6,574
shares
|
$3.36 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
6,571
shares
|
$3.36 Million
1.26% of portfolio
|
Q1 2025
Reduced 59.52%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
6,564
shares
|
$3.36 Million
0.52% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
6,561
shares
|
$3.36 Million
0.47% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
6,558
shares
|
$3.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
6,541
shares
|
$3.35 Million
1.14% of portfolio
|
Q1 2025
Added 31.4%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
6,534
shares
|
$3.34 Million
1.04% of portfolio
|
Q3 2024
Added 24.72%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,532
shares
|
$3.34 Million
2.06% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
6,532
shares
|
$3.34 Million
1.19% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
6,532
shares
|
$3.34 Million
1.8% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
6,532
shares
|
$3.34 Million
1.95% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
6,531
shares
|
$3.34 Million
1.51% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
6,527
shares
|
$3.34 Million
0.77% of portfolio
|
Q3 2023
Added 12.87%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
6,518
shares
|
$3.34 Million
1.92% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
6,510
shares
|
$3.33 Million
0.31% of portfolio
|
Q1 2025
Reduced 16.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
6,506
shares
|
$3.33 Million
0.33% of portfolio
|
Q4 2022
Reduced 3.13%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
6,506
shares
|
$3.33 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Gruss & Co., LLC
|
May 08, 2025 Q1 2025 |
6,500
shares
|
$3.33 Million
10.69% of portfolio
|
Q1 2025
Reduced 18.75%
|