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 |
|---|---|---|---|---|---|
|
Pitti Group Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,877
shares
|
$1.95 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,872
shares
|
$1.95 Million
1.19% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
3,871
shares
|
$1.95 Million
0.44% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
3,870
shares
|
$1.95 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
3,867
shares
|
$1.95 Million
0.79% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Apr 15, 2025 Q1 2025 |
3,861
shares
|
$1.94 Million
0.33% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
3,855
shares
|
$1.94 Million
0.17% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,851
shares
|
$1.94 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
3,850
shares
|
$1.94 Million
0.85% of portfolio
|
Q1 2023
Reduced 5.66%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
3,847
shares
|
$1.94 Million
0.55% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
3,846
shares
|
$1.94 Million
0.82% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,844
shares
|
$1.94 Million
0.53% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ferguson Shapiro LLC
|
Apr 23, 2025 Q1 2025 |
3,843
shares
|
$1.93 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,837
shares
|
$1.93 Million
0.38% of portfolio
|
Q3 2023
Added 0.92%
|
|
|
Viewpoint Investment Partners Corp
|
Apr 16, 2025 Q1 2025 |
3,836
shares
|
$1.93 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,835
shares
|
$1.93 Million
0.73% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,831
shares
|
$1.93 Million
1.31% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
3,827
shares
|
$1.93 Million
0.63% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
3,821
shares
|
$1.92 Million
1.73% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
3,820
shares
|
$1.92 Million
1.07% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
3,818
shares
|
$1.92 Million
0.69% of portfolio
|
Q1 2025
Reduced 7.46%
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
3,813
shares
|
$1.92 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
3,797
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
3,794
shares
|
$1.91 Million
1.1% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,792
shares
|
$1.91 Million
0.95% of portfolio
|
Q1 2025
Added 1.83%
|