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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
1,514
shares
|
$680,179
0.04% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
1,506
shares
|
$676,585
0.32% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,504
shares
|
$675,687
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
1,501
shares
|
$674,339
2.49% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
1,500
shares
|
$673,890
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Nfc Investments, LLC
Memphis, TN |
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$673,890
0.17% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$673,890
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
1,499
shares
|
$673,440
0.57% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
1,496
shares
|
$672,092
0.81% of portfolio
|
Q4 2024
Added 33.81%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
1,494
shares
|
$671,194
0.49% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
1,494
shares
|
$671,194
0.2% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,481
shares
|
$665,354
0.09% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,474
shares
|
$662,209
0.56% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,471
shares
|
$660,861
0.46% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,471
shares
|
$660,861
0.46% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
1,469
shares
|
$659,962
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,467
shares
|
$659,064
0.12% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,461
shares
|
$656,368
0.33% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,457
shares
|
$654,571
0.28% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
1,455
shares
|
$653,673
0.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
1,452
shares
|
$652,325
0.28% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,448
shares
|
$650,528
0.26% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
1,448
shares
|
$650,528
0.34% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
1,442
shares
|
$647,832
0.48% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
1,437
shares
|
$645,586
0.36% of portfolio
|
Q1 2025
Added 8.37%
|