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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
1,185
shares
|
$532,373
0.51% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,180
shares
|
$530,126
0.1% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$527,880
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$526,981
0.21% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,172
shares
|
$526,532
0.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
1,163
shares
|
$522,489
0.33% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,160
shares
|
$521,141
0.1% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,157
shares
|
$519,793
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,154
shares
|
$518,446
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Apr 15, 2025 Q1 2025 |
1,152
shares
|
$517,547
0.27% of portfolio
|
Q1 2025
Reduced 44.43%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,149
shares
|
$516,199
0.21% of portfolio
|
Q1 2025
Added 44.53%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
1,145
shares
|
$514,402
0.36% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Apr 24, 2025 Q1 2025 |
1,142
shares
|
$513,054
0.4% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$510,808
0.34% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$510,808
0.34% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,134
shares
|
$509,460
0.42% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
1,132
shares
|
$508,562
0.75% of portfolio
|
Q1 2025
Reduced 89.76%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
May 12, 2025 Q1 2025 |
1,132
shares
|
$508,562
0.4% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
1,128
shares
|
$506,765
0.07% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$501,823
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
1,115
shares
|
$500,924
0.25% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,111
shares
|
$499,127
0.43% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,108
shares
|
$497,780
0.07% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
1,105
shares
|
$496,432
0.15% of portfolio
|
Q4 2024
Reduced 61.99%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
1,105
shares
|
$496,432
0.34% of portfolio
|
Q1 2025
Reduced 27.45%
|