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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,443
shares
|
$1.1 Million
0.61% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
2,443
shares
|
$1.1 Million
0.95% of portfolio
|
Q1 2025
Added 27.77%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
2,439
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 55.55%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
2,434
shares
|
$1.09 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
2,433
shares
|
$1.09 Million
0.32% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Cmc Financial Group
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
2,426
shares
|
$1.09 Million
3.1% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
2,422
shares
|
$1.09 Million
0.38% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
2,417
shares
|
$1.09 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
2,416
shares
|
$1.09 Million
0.74% of portfolio
|
Q1 2025
Reduced 12.81%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
2,405
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
2,405
shares
|
$1.08 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
2,404
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
2,403
shares
|
$1.08 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
2,400
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 47.59%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Apr 16, 2025 Q1 2025 |
2,400
shares
|
$1.08 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
2,399
shares
|
$1.08 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
2,396
shares
|
$1.08 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,395
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,393
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
2,393
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
2,391
shares
|
$1.07 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
2,374
shares
|
$1.07 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Apr 29, 2025 Q1 2025 |
2,372
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
2,371
shares
|
$1.07 Million
0.42% of portfolio
|
Q1 2025
Reduced 33.55%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
2,370
shares
|
$1.06 Million
0.52% of portfolio
|
Q1 2025
Reduced 30.38%
|