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 |
|---|---|---|---|---|---|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
1,258
shares
|
$565,169
0.26% of portfolio
|
Q1 2025
Added 60.25%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
1,256
shares
|
$564,270
0.26% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,256
shares
|
$564,270
0.22% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,255
shares
|
$563,821
0.1% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$560,227
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
1,243
shares
|
$558,430
0.33% of portfolio
|
Q1 2025
Added 104.78%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
1,238
shares
|
$556,183
0.4% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,237
shares
|
$555,734
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
1,236
shares
|
$555,285
0.24% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,232
shares
|
$553,488
0.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
1,231
shares
|
$553,039
0.43% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
1,226
shares
|
$550,792
0.2% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
1,226
shares
|
$550,792
0.31% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
1,225
shares
|
$550,343
0.11% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
1,224
shares
|
$549,894
0.33% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
1,221
shares
|
$548,546
0.26% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$548,097
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$547,198
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$546,300
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,208
shares
|
$542,706
0.41% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$542,256
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
1,204
shares
|
$540,909
0.11% of portfolio
|
Q1 2025
Reduced 92.1%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
1,204
shares
|
$540,909
0.24% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Ping Capital Management, Inc.
New York, NY |
May 05, 2025 Q1 2025 |
1,200
shares
|
$539,112
0.17% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,194
shares
|
$536,416
0.15% of portfolio
|
Q1 2025
Reduced 1.0%
|