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 |
|---|---|---|---|---|---|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
3,514
shares
|
$1.6 Million
1.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
3,506
shares
|
$1.59 Million
0.89% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
3,500
shares
|
$1.59 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.59 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,489
shares
|
$1.58 Million
0.59% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,488
shares
|
$1.58 Million
1.11% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.58 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,484
shares
|
$1.58 Million
0.45% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,477
shares
|
$1.58 Million
0.87% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
3,477
shares
|
$1.58 Million
0.87% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.58 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,448
shares
|
$1.57 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,440
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,438
shares
|
$1.56 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Echo Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,434
shares
|
$1.56 Million
0.98% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Impac Tfolio, LLC
|
Apr 25, 2025 Q1 2025 |
3,431
shares
|
$1.56 Million
0.68% of portfolio
|
Q1 2025
Reduced 10.79%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
3,428
shares
|
$1.56 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
3,427
shares
|
$1.56 Million
0.65% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,424
shares
|
$1.56 Million
0.69% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
3,424
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
3,421
shares
|
$1.55 Million
0.5% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
3,414
shares
|
$1.55 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
3,406
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
3,404
shares
|
$1.55 Million
0.64% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
3,403
shares
|
$1.55 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.1%
|