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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
3,403
shares
|
$1.55 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Diker Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,392
shares
|
$1.54 Million
1.36% of portfolio
|
Q3 2023
Reduced 5.57%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
3,371
shares
|
$1.53 Million
0.53% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
3,356
shares
|
$1.52 Million
0.3% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
3,351
shares
|
$1.52 Million
0.53% of portfolio
|
Q1 2023
Reduced 40.53%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,351
shares
|
$1.52 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
3,350
shares
|
$1.52 Million
0.61% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
3,350
shares
|
$1.52 Million
0.8% of portfolio
|
Q1 2025
Added 384.1%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
3,347
shares
|
$1.52 Million
0.46% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,343
shares
|
$1.52 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
3,339
shares
|
$1.52 Million
1.59% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
3,337
shares
|
$1.52 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
3,314
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2025
Reduced 27.24%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
3,314
shares
|
$1.51 Million
0.87% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
3,313
shares
|
$1.5 Million
0.91% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,311
shares
|
$1.5 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
3,310
shares
|
$1.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
3,307
shares
|
$1.5 Million
0.24% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,306
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
3,298
shares
|
$1.5 Million
1.4% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
3,297
shares
|
$1.5 Million
0.6% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
3,291
shares
|
$1.5 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
3,289
shares
|
$1.49 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,287
shares
|
$1.49 Million
0.43% of portfolio
|
Q1 2025
Reduced 76.48%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
3,286
shares
|
$1.49 Million
0.65% of portfolio
|
Q1 2025
Reduced 55.83%
|