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 |
|---|---|---|---|---|---|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,538
shares
|
$1.14 Million
0.5% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
2,537
shares
|
$1.14 Million
0.63% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.14 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
2,529
shares
|
$1.14 Million
5.32% of portfolio
|
Q1 2025
Reduced 27.74%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,528
shares
|
$1.14 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,527
shares
|
$1.14 Million
0.22% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Stephens Investment Management Group LLC
|
May 01, 2025 Q1 2025 |
2,524
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.03%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
2,523
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
2,514
shares
|
$1.13 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
2,514
shares
|
$1.13 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
2,509
shares
|
$1.13 Million
0.71% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,496
shares
|
$1.12 Million
0.32% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,482
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
2,476
shares
|
$1.11 Million
1.12% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
2,476
shares
|
$1.11 Million
0.24% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
May 09, 2025 Q1 2025 |
2,476
shares
|
$1.11 Million
0.48% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
2,475
shares
|
$1.11 Million
1.29% of portfolio
|
Q3 2023
Reduced 11.83%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
2,472
shares
|
$1.11 Million
0.48% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
2,464
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
2,454
shares
|
$1.1 Million
0.57% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
2,454
shares
|
$1.1 Million
0.85% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
2,453
shares
|
$1.1 Million
0.26% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,450
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Covey Capital Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
2,450
shares
|
$1.1 Million
1.08% of portfolio
|
Q1 2022
Reduced 2.0%
|
|
|
Caerus Investment Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,449
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2024
Added 0.99%
|