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 |
|---|---|---|---|---|---|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
1,596
shares
|
$717,018
0.34% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
1,596
shares
|
$717,018
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
1,592
shares
|
$715,221
0.41% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$714,323
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
1,590
shares
|
$714,323
0.23% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$705,338
5.58% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Cohen Lawrence B
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,570
shares
|
$705,338
28.72% of portfolio
|
Q4 2023
Reduced 95.65%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,570
shares
|
$705,338
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
1,567
shares
|
$703,990
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
1,558
shares
|
$699,947
0.49% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
1,557
shares
|
$699,497
2.04% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
1,554
shares
|
$698,150
0.36% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
1,552
shares
|
$697,251
0.25% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
1,547
shares
|
$695,005
0.34% of portfolio
|
Q1 2025
Added 186.48%
|
|
|
Threadgill Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,546
shares
|
$694,555
0.32% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
1,544
shares
|
$693,657
0.07% of portfolio
|
Q4 2024
Added 38.72%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
1,543
shares
|
$693,208
0.21% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
1,538
shares
|
$690,961
0.47% of portfolio
|
Q1 2024
Reduced 34.47%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,534
shares
|
$689,164
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,530
shares
|
$687,367
0.57% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
1,525
shares
|
$685,121
0.21% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
1,525
shares
|
$685,121
0.34% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Truvvo Partners LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,522
shares
|
$683,773
6.79% of portfolio
|
Q3 2022
Added 0.26%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
1,520
shares
|
$682,875
0.6% of portfolio
|
Q1 2025
Reduced 45.68%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Apr 25, 2025 Q1 2025 |
1,519
shares
|
$682,425
0.31% of portfolio
|
Q1 2025
Added 0.07%
|