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 |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
6,117
shares
|
$3.13 Million
2.07% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
6,115
shares
|
$3.13 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Trevian Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
6,110
shares
|
$3.13 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
6,104
shares
|
$3.12 Million
0.72% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
6,097
shares
|
$3.12 Million
3.28% of portfolio
|
Q4 2023
Reduced 4.36%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
6,089
shares
|
$3.12 Million
1.67% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
6,086
shares
|
$3.11 Million
0.35% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,075
shares
|
$3.11 Million
0.45% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
6,062
shares
|
$3.1 Million
0.55% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
6,057
shares
|
$3.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,043
shares
|
$3.09 Million
0.92% of portfolio
|
Q1 2025
Added 31.94%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
6,041
shares
|
$3.09 Million
2.12% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
6,040
shares
|
$3.09 Million
0.47% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
6,031
shares
|
$3.09 Million
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
6,031
shares
|
$3.09 Million
1.49% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,027
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
6,023
shares
|
$3.08 Million
2.62% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
6,022
shares
|
$3.08 Million
0.85% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
6,021
shares
|
$3.08 Million
0.46% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
6,019
shares
|
$3.08 Million
2.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,018
shares
|
$3.08 Million
0.56% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
6,004
shares
|
$3.07 Million
0.26% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
6,000
shares
|
$3.07 Million
0.43% of portfolio
|
Q1 2021
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
5,994
shares
|
$3.07 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
5,989
shares
|
$3.06 Million
1.37% of portfolio
|
Q1 2025
Reduced 10.18%
|