Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,489 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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
2,370
shares
|
$1.06 Million
0.71% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,362
shares
|
$1.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
2,361
shares
|
$1.06 Million
0.79% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
2,360
shares
|
$1.06 Million
0.6% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
2,359
shares
|
$1.06 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
2,355
shares
|
$1.06 Million
0.76% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
2,353
shares
|
$1.06 Million
0.84% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
2,351
shares
|
$1.06 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
2,350
shares
|
$1.06 Million
0.52% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
2,349
shares
|
$1.06 Million
0.42% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
2,344
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
2,342
shares
|
$1.05 Million
0.47% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,339
shares
|
$1.05 Million
0.31% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
2,334
shares
|
$1.05 Million
1.92% of portfolio
|
Q2 2023
Added 90.84%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
2,328
shares
|
$1.05 Million
0.8% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
2,328
shares
|
$1.05 Million
0.43% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
2,323
shares
|
$1.04 Million
0.83% of portfolio
|
Q1 2025
Reduced 10.55%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
2,322
shares
|
$1.04 Million
0.7% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
2,320
shares
|
$1.04 Million
0.12% of portfolio
|
Q1 2025
Reduced 62.56%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Apr 16, 2025 Q1 2025 |
2,316
shares
|
$1.04 Million
0.17% of portfolio
|
Q1 2025
Added 42.79%
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,315
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 23, 2025 Q1 2025 |
2,315
shares
|
$1.04 Million
0.42% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
2,314
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
2,304
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
2,302
shares
|
$1.03 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.19%
|