Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,477 institutions that hold shares in the stock, with a total of 5.22 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
1,304
shares
|
$585,835
0.2% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,303
shares
|
$585,385
0.26% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$584,038
0.59% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
1,300
shares
|
$584,038
0.2% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,296
shares
|
$582,240
0.17% of portfolio
|
Q1 2025
Added 12.01%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,296
shares
|
$582,240
0.28% of portfolio
|
Q2 2024
Added 44.64%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
1,295
shares
|
$581,791
0.5% of portfolio
|
Q1 2025
Reduced 26.46%
|
|
|
Olio Financial Planning
|
Apr 11, 2025 Q1 2025 |
1,294
shares
|
$581,342
0.17% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
1,294
shares
|
$581,342
0.16% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
1,294
shares
|
$581,342
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
1,290
shares
|
$579,545
0.39% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
1,286
shares
|
$577,748
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
1,286
shares
|
$577,748
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,281
shares
|
$575,502
0.08% of portfolio
|
Q1 2025
Added 69.89%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
1,281
shares
|
$575,502
0.21% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,280
shares
|
$575,052
3.68% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
1,275
shares
|
$572,806
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,275
shares
|
$572,806
0.18% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$572,806
0.01% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$572,806
0.29% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
1,274
shares
|
$572,357
0.31% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
1,269
shares
|
$570,110
0.23% of portfolio
|
Q1 2025
Added 150.3%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
1,264
shares
|
$567,864
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$567,415
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
1,259
shares
|
$565,618
0.35% of portfolio
|
Q1 2025
Added 1.78%
|