Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,498 institutions that hold shares in the stock, with a total of 5.16 Billion shares, which have been reported (via 13F filing form) to have a value of $2.32 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
2,778
shares
|
$1.26 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
2,776
shares
|
$1.26 Million
0.81% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
2,772
shares
|
$1.26 Million
5.08% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
2,772
shares
|
$1.26 Million
0.73% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,768
shares
|
$1.25 Million
0.53% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
2,766
shares
|
$1.25 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,764
shares
|
$1.25 Million
0.76% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
2,750
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 92.42%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
2,745
shares
|
$1.24 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,743
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,743
shares
|
$1.24 Million
1.21% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,742
shares
|
$1.24 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
|
$1.24 Million
1.25% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
25 LLC
St. Louis, MO |
Apr 14, 2025 Q1 2025 |
2,740
shares
|
$1.24 Million
0.43% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
2,739
shares
|
$1.24 Million
0.6% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
2,739
shares
|
$1.24 Million
0.94% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,738
shares
|
$1.24 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
|
$1.24 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,722
shares
|
$1.23 Million
0.42% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
2,720
shares
|
$1.23 Million
0.17% of portfolio
|
Q1 2025
Added 29.52%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,718
shares
|
$1.23 Million
0.91% of portfolio
|
Q4 2023
Reduced 21.81%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
2,718
shares
|
$1.23 Million
0.58% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
2,716
shares
|
$1.23 Million
0.64% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,716
shares
|
$1.23 Million
0.29% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2,714
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Added 4.91%
|