Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
4,840
shares
|
$2.44 Million
0.89% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,837
shares
|
$2.44 Million
3.66% of portfolio
|
Q1 2025
Reduced 64.78%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
4,829
shares
|
$2.43 Million
1.24% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Tang Capital Management LLC
San Diego, CA |
May 15, 2025 Q1 2025 |
4,825
shares
|
$2.43 Million
0.12% of portfolio
|
Q1 2025
Added 41.37%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
4,823
shares
|
$2.43 Million
1.12% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,816
shares
|
$2.42 Million
0.52% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
4,808
shares
|
$2.42 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
4,807
shares
|
$2.42 Million
0.51% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
4,804
shares
|
$2.42 Million
2.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
4,803
shares
|
$2.42 Million
0.78% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
4,802
shares
|
$2.42 Million
1.04% of portfolio
|
Q4 2024
Reduced 10.34%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,794
shares
|
$2.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 80.7%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,790
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.43%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
4,784
shares
|
$2.41 Million
0.49% of portfolio
|
Q2 2022
Reduced 89.94%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
May 15, 2025 Q1 2025 |
4,781
shares
|
$2.41 Million
2.02% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
4,778
shares
|
$2.41 Million
1.19% of portfolio
|
Q1 2025
Reduced 52.75%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
4,773
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Added 216.3%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
4,770
shares
|
$2.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
Jul 09, 2025 Q2 2025 |
4,762
shares
|
$2.4 Million
1.62% of portfolio
|
Q2 2025
Reduced 59.1%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
4,761
shares
|
$2.4 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Apr 21, 2025 Q1 2025 |
4,754
shares
|
$2.39 Million
1.61% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
4,753
shares
|
$2.39 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Latash Investments, LLC
Anchorage, AK |
May 12, 2025 Q1 2025 |
4,750
shares
|
$2.39 Million
1.47% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
4,749
shares
|
$2.39 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,747
shares
|
$2.39 Million
0.87% of portfolio
|
Q4 2022
Reduced 37.47%
|