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 |
|---|---|---|---|---|---|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
2,228
shares
|
$1 Million
0.14% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
2,226
shares
|
$1 Million
0.26% of portfolio
|
Q1 2025
Added 59.8%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2,223
shares
|
$998,704
0.3% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Signify Wealth
|
Feb 06, 2025 Q4 2024 |
2,211
shares
|
$993,313
1.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,211
shares
|
$993,313
0.35% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
2,210
shares
|
$992,864
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
May 14, 2025 Q1 2025 |
2,199
shares
|
$987,922
0.46% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
2,196
shares
|
$986,574
0.16% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
2,194
shares
|
$985,676
0.74% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
2,193
shares
|
$985,227
0.31% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
2,189
shares
|
$983,430
2.44% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
2,181
shares
|
$979,836
0.66% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
2,162
shares
|
$971,300
0.58% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Jentner Corp
|
Feb 14, 2025 Q4 2024 |
2,160
shares
|
$970,401
0.36% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
2,159
shares
|
$969,952
0.56% of portfolio
|
Q1 2025
Added 233.18%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
2,149
shares
|
$965,459
0.32% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Bryant Woods Investment Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,146
shares
|
$964,111
0.42% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,143
shares
|
$962,764
0.41% of portfolio
|
Q1 2025
Added 55.97%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,142
shares
|
$962,314
0.28% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
2,139
shares
|
$960,967
0.39% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
May 14, 2025 Q1 2025 |
2,137
shares
|
$960,068
0.31% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
2,136
shares
|
$959,619
0.36% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Entruity Wealth, LLC
Bakersfield, CA |
May 08, 2025 Q1 2025 |
2,132
shares
|
$957,822
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$956,923
0.51% of portfolio
|
Q2 2024
Added 18.33%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
2,129
shares
|
$956,474
0.68% of portfolio
|
Q1 2025
Reduced 11.33%
|