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 |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
1,844
shares
|
$828,435
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
1,842
shares
|
$827,536
0.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
1,835
shares
|
$824,392
0.52% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
1,834
shares
|
$823,942
0.54% of portfolio
|
Q4 2024
Reduced 46.19%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$822,595
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
1,828
shares
|
$821,247
0.7% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
1,825
shares
|
$819,899
0.43% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,824
shares
|
$819,450
0.14% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
1,823
shares
|
$819,000
0.19% of portfolio
|
Q1 2025
Added 23.51%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
1,819
shares
|
$817,203
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,819
shares
|
$817,203
0.29% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
1,813
shares
|
$814,508
0.92% of portfolio
|
Q1 2025
Reduced 77.29%
|
|
|
Galibier Capital Management Ltd.
|
Apr 30, 2025 Q1 2025 |
1,808
shares
|
$812,262
0.24% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,808
shares
|
$812,262
0.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
1,800
shares
|
$808,668
0.42% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,799
shares
|
$808,218
0.17% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
1,793
shares
|
$805,523
1.65% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
1,789
shares
|
$803,726
0.2% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,788
shares
|
$803,276
0.72% of portfolio
|
Q1 2025
Reduced 84.28%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
1,786
shares
|
$802,378
0.31% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Innovator Capital Management, LLC
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,786
shares
|
$802,378
14.82% of portfolio
|
Q4 2024
Added 147.37%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,785
shares
|
$801,929
0.69% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
1,785
shares
|
$801,929
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
1,784
shares
|
$801,479
0.37% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
1,782
shares
|
$800,581
0.54% of portfolio
|
Q1 2025
Reduced 0.67%
|