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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
797
shares
|
$358,060
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
797
shares
|
$358,060
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
795
shares
|
$357,161
0.17% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
795
shares
|
$357,161
0.76% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
791
shares
|
$355,364
0.31% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
787
shares
|
$353,567
0.18% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
784
shares
|
$352,219
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
782
shares
|
$351,321
0.19% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
781
shares
|
$350,872
0.18% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
780
shares
|
$350,422
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
777
shares
|
$349,075
0.16% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
775
shares
|
$348,176
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
773
shares
|
$347,277
0.18% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
772
shares
|
$346,828
0.13% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
767
shares
|
$344,582
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
765
shares
|
$343,683
0.27% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
761
shares
|
$341,886
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
759
shares
|
$340,988
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$340,089
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
756
shares
|
$339,640
0.19% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Hgk Asset Management Inc
|
Apr 28, 2025 Q1 2025 |
752
shares
|
$337,843
0.06% of portfolio
|
Q1 2025
Added 41.09%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
745
shares
|
$334,698
0.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
741
shares
|
$332,901
0.14% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
740
shares
|
$332,452
0.18% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
740
shares
|
$332,452
0.29% of portfolio
|
Q1 2025
Reduced 4.52%
|