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 |
|---|---|---|---|---|---|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
994
shares
|
$446,564
0.4% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
988
shares
|
$443,868
0.23% of portfolio
|
Q1 2025
Reduced 91.88%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
986
shares
|
$442,970
0.06% of portfolio
|
Q2 2024
Added 7.29%
|
|
|
Algebris (Uk) LTD
London, X0 |
May 08, 2025 Q1 2025 |
983
shares
|
$441,622
0.07% of portfolio
|
Q1 2025
Reduced 65.69%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$439,376
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
978
shares
|
$439,376
0.19% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
977
shares
|
$438,927
0.44% of portfolio
|
Q1 2025
Reduced 77.73%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
976
shares
|
$438,477
0.2% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
975
shares
|
$438,028
0.24% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
974
shares
|
$437,579
0.26% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
971
shares
|
$436,231
0.23% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
970
shares
|
$435,782
0.13% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
966
shares
|
$433,985
0.14% of portfolio
|
Q1 2025
Added 53.58%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
965
shares
|
$433,535
0.3% of portfolio
|
Q4 2024
Reduced 73.45%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
964
shares
|
$433,086
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
960
shares
|
$431,289
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
955
shares
|
$429,043
0.16% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
953
shares
|
$428,144
0.17% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
953
shares
|
$428,144
0.65% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$427,695
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Keywise Capital Management (Hk) LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
950
shares
|
$426,797
0.03% of portfolio
|
Q4 2024
Reduced 48.65%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
947
shares
|
$425,449
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
946
shares
|
$424,999
0.2% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
944
shares
|
$424,101
0.2% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
944
shares
|
$424,101
0.14% of portfolio
|
Q4 2024
Added 15.4%
|