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 |
|---|---|---|---|---|---|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,673
shares
|
$751,611
0.56% of portfolio
|
Q1 2025
Reduced 44.14%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
1,672
shares
|
$751,162
0.28% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,671
shares
|
$750,713
0.28% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
1,665
shares
|
$748,017
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,662
shares
|
$746,670
0.17% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Reitz Capital Advisors LLC
|
Apr 22, 2024 Q1 2024 |
1,658
shares
|
$744,873
1.21% of portfolio
|
Q4 2023
Added 12.18%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
1,655
shares
|
$743,525
0.5% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Fiat Wealth Management LLC
Wayzata, MN |
May 03, 2024 Q4 2023 |
1,650
shares
|
$741,279
7.85% of portfolio
|
Q4 2023
New holding
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
1,650
shares
|
$741,279
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
1,645
shares
|
$739,032
0.1% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
1,644
shares
|
$738,583
0.22% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
1,641
shares
|
$737,235
0.56% of portfolio
|
Q1 2025
Added 53.51%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,639
shares
|
$736,337
0.36% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,638
shares
|
$735,887
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,634
shares
|
$734,090
0.28% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
1,633
shares
|
$733,641
0.29% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,630
shares
|
$732,293
0.25% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$731,395
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
1,628
shares
|
$731,395
0.33% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
1,627
shares
|
$730,946
0.52% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
1,626
shares
|
$730,496
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
1,620
shares
|
$727,801
0.25% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
1,620
shares
|
$727,801
0.4% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,617
shares
|
$726,453
0.13% of portfolio
|
Q1 2025
Added 26.13%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
1,612
shares
|
$724,207
0.44% of portfolio
|
Q4 2024
New holding
|