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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,621
shares
|
$1.18 Million
0.53% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
2,619
shares
|
$1.18 Million
0.7% of portfolio
|
Q1 2025
Added 209.21%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
2,618
shares
|
$1.18 Million
0.57% of portfolio
|
Q2 2024
Added 323.62%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
2,618
shares
|
$1.18 Million
0.46% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
2,610
shares
|
$1.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
2,601
shares
|
$1.17 Million
0.2% of portfolio
|
Q1 2025
Added 374.64%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
2,600
shares
|
$1.17 Million
3.77% of portfolio
|
Q3 2024
Reduced 60.61%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,591
shares
|
$1.16 Million
0.46% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,587
shares
|
$1.16 Million
0.65% of portfolio
|
Q1 2025
Reduced 65.48%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,586
shares
|
$1.16 Million
1.48% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
2,581
shares
|
$1.16 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
2,578
shares
|
$1.16 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
2,577
shares
|
$1.16 Million
0.75% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
2,573
shares
|
$1.16 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,569
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
2,564
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
2,556
shares
|
$1.15 Million
0.26% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
2,556
shares
|
$1.15 Million
0.45% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
2,547
shares
|
$1.14 Million
0.44% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$1.14 Million
4.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
2,546
shares
|
$1.14 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
2,545
shares
|
$1.14 Million
0.39% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
2,539
shares
|
$1.14 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.2%
|