Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,473 institutions that hold shares in the stock, with a total of 5.17 Billion shares, which have been reported (via 13F filing form) to have a value of $2.35 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
3,766
shares
|
$1.71 Million
0.32% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,759
shares
|
$1.71 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,750
shares
|
$1.7 Million
1.18% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
3,748
shares
|
$1.7 Million
1.08% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
3,741
shares
|
$1.7 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
3,736
shares
|
$1.7 Million
0.87% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
3,732
shares
|
$1.7 Million
0.3% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,731
shares
|
$1.69 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,723
shares
|
$1.69 Million
1.38% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.68 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
3,702
shares
|
$1.68 Million
0.68% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
3,697
shares
|
$1.68 Million
1.26% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
3,694
shares
|
$1.68 Million
0.25% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
3,694
shares
|
$1.68 Million
0.98% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
3,690
shares
|
$1.68 Million
0.73% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,688
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
3,685
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.99%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
3,685
shares
|
$1.67 Million
1.03% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
3,676
shares
|
$1.67 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,674
shares
|
$1.67 Million
0.69% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
3,661
shares
|
$1.66 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,658
shares
|
$1.66 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
May 05, 2025 Q1 2025 |
3,656
shares
|
$1.66 Million
0.76% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
3,648
shares
|
$1.66 Million
0.59% of portfolio
|
Q1 2025
Added 28.72%
|
|
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
May 08, 2025 Q1 2025 |
3,636
shares
|
$1.65 Million
0.76% of portfolio
|
Q1 2025
Reduced 37.7%
|