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 |
|---|---|---|---|---|---|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,430
shares
|
$642,441
0.17% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
1,428
shares
|
$641,543
0.19% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
1,427
shares
|
$641,094
0.46% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
1,424
shares
|
$639,746
0.29% of portfolio
|
Q1 2025
Added 37.72%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
1,424
shares
|
$639,746
0.39% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,419
shares
|
$637,499
0.23% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,415
shares
|
$635,702
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,407
shares
|
$632,108
0.07% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
1,403
shares
|
$630,311
0.47% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
1,401
shares
|
$629,413
0.23% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Martin Capital Advisors, LLP
|
May 01, 2025 Q1 2025 |
1,400
shares
|
$628,964
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
1,398
shares
|
$628,065
0.25% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,391
shares
|
$624,920
0.03% of portfolio
|
Q1 2025
Added 57.0%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
1,387
shares
|
$623,123
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,383
shares
|
$621,326
0.56% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
1,382
shares
|
$620,877
0.2% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Avalon Advisory Group
Wexford, PA |
Jan 15, 2025 Q4 2024 |
1,381
shares
|
$620,428
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,372
shares
|
$616,384
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,371
shares
|
$615,935
0.2% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,369
shares
|
$615,036
0.17% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
1,369
shares
|
$615,036
0.56% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$614,138
0.23% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
1,367
shares
|
$614,138
0.39% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
May 13, 2025 Q1 2025 |
1,365
shares
|
$613,239
1.05% of portfolio
|
Q1 2025
Reduced 39.97%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
1,363
shares
|
$612,341
0.43% of portfolio
|
Q1 2025
Reduced 50.72%
|