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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,743
shares
|
$1.38 Million
1.21% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,742
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2025
Reduced 35.24%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
2,741
shares
|
$1.38 Million
1.25% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
2,740
shares
|
$1.38 Million
0.43% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
2,739
shares
|
$1.38 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
2,739
shares
|
$1.38 Million
0.94% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,738
shares
|
$1.38 Million
0.56% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Apr 25, 2025 Q1 2025 |
2,738
shares
|
$1.38 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Act Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
2,737
shares
|
$1.38 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
2,727
shares
|
$1.37 Million
0.8% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
2,720
shares
|
$1.37 Million
0.17% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.37 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
2,718
shares
|
$1.37 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,716
shares
|
$1.37 Million
0.82% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,714
shares
|
$1.37 Million
0.35% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,712
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
2,707
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,701
shares
|
$1.36 Million
0.43% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,700
shares
|
$1.36 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,695
shares
|
$1.36 Million
0.64% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Jmac Enterprises LLC
|
Apr 22, 2025 Q1 2025 |
2,689
shares
|
$1.35 Million
0.25% of portfolio
|
Q1 2025
Reduced 81.33%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
2,688
shares
|
$1.35 Million
0.54% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Defender Capital, Llc.
|
Apr 28, 2025 Q1 2025 |
2,686
shares
|
$1.35 Million
0.42% of portfolio
|
Q1 2025
Reduced 20.88%
|
|
|
Oberweis Asset Management Inc
Lisle, IL |
May 15, 2025 Q1 2025 |
2,685
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,682
shares
|
$1.35 Million
1.59% of portfolio
|
Q1 2025
Reduced 9.15%
|