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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
4,289
shares
|
$2.16 Million
0.27% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
4,272
shares
|
$2.15 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
4,271
shares
|
$2.15 Million
1.08% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,267
shares
|
$2.15 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Apr 11, 2025 Q1 2025 |
4,265
shares
|
$2.15 Million
1.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
4,261
shares
|
$2.15 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Private Capital Advisors, Inc.
|
May 01, 2025 Q1 2025 |
4,259
shares
|
$2.14 Million
0.19% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
4,258
shares
|
$2.14 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Apr 22, 2025 Q1 2025 |
4,255
shares
|
$2.14 Million
1.31% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
4,246
shares
|
$2.14 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
4,242
shares
|
$2.14 Million
0.58% of portfolio
|
Q1 2025
Added 249.71%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
4,239
shares
|
$2.13 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,230
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bridger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,230
shares
|
$2.13 Million
0.83% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
4,228
shares
|
$2.13 Million
0.77% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4,227
shares
|
$2.13 Million
1.27% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
4,219
shares
|
$2.12 Million
0.7% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
4,215
shares
|
$2.12 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
4,214
shares
|
$2.12 Million
0.41% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
4,212
shares
|
$2.12 Million
2.12% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
4,205
shares
|
$2.12 Million
0.95% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
4,205
shares
|
$2.12 Million
0.99% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
4,199
shares
|
$2.11 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
4,199
shares
|
$2.11 Million
2.32% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
4,193
shares
|
$2.11 Million
1.36% of portfolio
|
Q3 2022
Reduced 5.07%
|