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 |
|---|---|---|---|---|---|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
1,362
shares
|
$611,892
0.18% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
1,359
shares
|
$610,544
0.01% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
1,359
shares
|
$610,544
0.32% of portfolio
|
Q4 2024
Reduced 85.65%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
1,349
shares
|
$606,051
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
1,347
shares
|
$605,153
0.46% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,346
shares
|
$604,703
0.35% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
1,346
shares
|
$604,703
0.39% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
1,346
shares
|
$604,703
0.47% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,345
shares
|
$604,254
0.22% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,340
shares
|
$602,008
0.3% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
1,338
shares
|
$601,109
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
1,335
shares
|
$599,762
0.54% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
1,334
shares
|
$599,312
0.32% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
1,333
shares
|
$598,863
0.12% of portfolio
|
Q1 2025
Reduced 25.07%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
1,326
shares
|
$595,718
0.19% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
1,325
shares
|
$595,269
0.65% of portfolio
|
Q1 2025
Reduced 93.1%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
1,320
shares
|
$593,023
0.16% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,320
shares
|
$593,023
1.41% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
1,316
shares
|
$591,226
0.17% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
May 07, 2025 Q1 2025 |
1,316
shares
|
$591,226
0.71% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
1,315
shares
|
$590,776
0.11% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$589,429
1.49% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
1,310
shares
|
$588,530
0.4% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Telemetry Investments, L.L.C.
New York, NY |
Feb 14, 2023 Q4 2022 |
1,306
shares
|
$586,733
0.49% of portfolio
|
Q4 2022
Added 42.42%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,305
shares
|
$586,284
0.12% of portfolio
|
Q3 2023
Reduced 73.35%
|