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 |
|---|---|---|---|---|---|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$878,303
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$877,854
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,951
shares
|
$876,506
0.47% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
1,950
shares
|
$876,057
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$876,057
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,949
shares
|
$875,607
0.29% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
1,948
shares
|
$875,158
0.5% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
1,944
shares
|
$873,361
0.27% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,941
shares
|
$872,013
0.1% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
1,937
shares
|
$870,216
0.18% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
1,936
shares
|
$869,767
0.72% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,933
shares
|
$868,419
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
1,927
shares
|
$865,724
0.48% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
1,926
shares
|
$865,274
0.31% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,922
shares
|
$863,477
0.73% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
1,920
shares
|
$862,579
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Divergent Planning, LLC
|
Apr 09, 2025 Q1 2025 |
1,916
shares
|
$860,782
0.24% of portfolio
|
Q1 2025
Added 33.61%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,914
shares
|
$859,883
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
1,914
shares
|
$859,883
0.41% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
1,908
shares
|
$857,188
0.4% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
1,907
shares
|
$856,738
0.48% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
1,903
shares
|
$854,941
0.29% of portfolio
|
Q1 2025
Added 175.4%
|
|
|
Whitcomb & Hess, Inc.
|
Apr 08, 2025 Q1 2025 |
1,903
shares
|
$854,941
0.23% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,903
shares
|
$854,941
1.0% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
1,903
shares
|
$854,941
0.65% of portfolio
|
Q4 2024
New holding
|