Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,471 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 $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,149
shares
|
$1.43 Million
0.65% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
3,149
shares
|
$1.43 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
3,137
shares
|
$1.42 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
May 09, 2025 Q1 2025 |
3,137
shares
|
$1.42 Million
0.28% of portfolio
|
Q2 2024
Added 51.18%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
3,134
shares
|
$1.42 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
3,128
shares
|
$1.42 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
3,123
shares
|
$1.42 Million
3.66% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,119
shares
|
$1.41 Million
1.24% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
3,118
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
3,108
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 280.88%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,104
shares
|
$1.41 Million
1.02% of portfolio
|
Q2 2023
Added 8.0%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
3,097
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2022
Added 20.27%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,091
shares
|
$1.4 Million
0.72% of portfolio
|
Q4 2022
Added 10.47%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
3,091
shares
|
$1.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
3,088
shares
|
$1.4 Million
0.76% of portfolio
|
Q1 2025
Added 8.35%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
May 02, 2025 Q1 2025 |
3,086
shares
|
$1.4 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,080
shares
|
$1.4 Million
0.61% of portfolio
|
Q1 2025
Added 36.59%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
3,080
shares
|
$1.4 Million
1.11% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
3,075
shares
|
$1.39 Million
0.76% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
3,067
shares
|
$1.39 Million
1.74% of portfolio
|
Q1 2025
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
3,060
shares
|
$1.39 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
3,052
shares
|
$1.38 Million
1.14% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
3,046
shares
|
$1.38 Million
1.14% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Schwartz Investment Counsel Inc
Plymouth, MI |
Apr 24, 2025 Q1 2025 |
3,045
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Odey Holdings LTD
London, X0 |
Feb 14, 2023 Q4 2022 |
3,036
shares
|
$1.38 Million
5.88% of portfolio
|
Q3 2022
Reduced 28.33%
|