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 |
|---|---|---|---|---|---|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
2,122
shares
|
$953,329
0.64% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
2,120
shares
|
$952,431
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
2,110
shares
|
$947,938
0.44% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,104
shares
|
$945,243
0.38% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
2,100
shares
|
$943,446
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
May 01, 2025 Q1 2025 |
2,090
shares
|
$938,953
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
2,089
shares
|
$938,504
0.23% of portfolio
|
Q1 2025
Reduced 68.19%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
2,086
shares
|
$937,156
0.43% of portfolio
|
Q1 2025
Added 55.21%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,085
shares
|
$936,707
0.19% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
2,083
shares
|
$935,808
0.68% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
2,082
shares
|
$935,359
0.7% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Better Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
2,079
shares
|
$934,011
0.24% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,074
shares
|
$931,765
0.12% of portfolio
|
Q4 2022
Added 21.22%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
2,071
shares
|
$930,417
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
2,069
shares
|
$929,518
0.57% of portfolio
|
Q1 2025
Reduced 14.65%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
2,067
shares
|
$928,620
0.34% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,059
shares
|
$925,026
0.01% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
2,059
shares
|
$925,026
0.57% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,057
shares
|
$924,127
0.46% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,056
shares
|
$923,678
0.71% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
2,054
shares
|
$922,780
0.32% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,053
shares
|
$922,330
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
2,052
shares
|
$921,881
0.63% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,049
shares
|
$920,533
0.15% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,049
shares
|
$920,533
0.15% of portfolio
|
Q1 2025
Added 9.69%
|