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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,048
shares
|
$920,084
0.13% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
2,046
shares
|
$919,185
1.0% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
2,044
shares
|
$918,287
0.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Hoya Capital Real Estate, LLC
|
May 02, 2025 Q1 2025 |
2,044
shares
|
$918,287
15.0% of portfolio
|
Q4 2021
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$914,693
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,035
shares
|
$914,244
0.18% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
2,035
shares
|
$914,244
0.69% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
2,034
shares
|
$913,794
0.47% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,028
shares
|
$911,099
0.34% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,026
shares
|
$910,200
0.71% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,023
shares
|
$908,852
0.2% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
2,018
shares
|
$906,606
0.46% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$903,911
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
2,011
shares
|
$903,461
0.72% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,999
shares
|
$898,070
0.51% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,994
shares
|
$895,824
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,993
shares
|
$895,375
0.56% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
1,987
shares
|
$892,679
0.03% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,987
shares
|
$892,679
0.53% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,985
shares
|
$891,781
0.55% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
1,984
shares
|
$891,331
0.53% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
1,982
shares
|
$890,433
0.18% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
1,982
shares
|
$890,433
0.37% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
1,976
shares
|
$887,737
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
1,969
shares
|
$884,592
0.36% of portfolio
|
Q4 2024
Reduced 4.6%
|