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 |
|---|---|---|---|---|---|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$464,085
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
1,033
shares
|
$464,085
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,033
shares
|
$464,085
0.14% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
1,031
shares
|
$463,187
0.04% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
1,031
shares
|
$463,187
0.17% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
1,028
shares
|
$461,839
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
1,028
shares
|
$461,839
0.42% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
1,027
shares
|
$461,390
0.43% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
1,022
shares
|
$459,143
0.51% of portfolio
|
Q1 2025
Reduced 38.51%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
1,017
shares
|
$456,897
0.41% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,016
shares
|
$456,448
0.22% of portfolio
|
Q1 2025
Added 23.3%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
1,015
shares
|
$455,998
0.36% of portfolio
|
Q1 2025
Reduced 73.98%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
1,007
shares
|
$452,404
0.23% of portfolio
|
Q2 2020
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,007
shares
|
$452,404
0.29% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
1,007
shares
|
$452,404
0.38% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,006
shares
|
$451,955
0.3% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$451,506
0.26% of portfolio
|
Q1 2024
Added 183.9%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,005
shares
|
$451,506
0.13% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,004
shares
|
$451,057
0.36% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,004
shares
|
$451,057
0.02% of portfolio
|
Q4 2024
Reduced 86.53%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$449,260
0.21% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$449,260
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$449,260
0.21% of portfolio
|
Q1 2025
Reduced 95.87%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$449,260
0.78% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
997
shares
|
$447,912
0.12% of portfolio
|
Q1 2025
Reduced 60.45%
|