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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
740
shares
|
$332,452
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
739
shares
|
$332,003
0.23% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
736
shares
|
$330,655
0.23% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
734
shares
|
$329,756
0.06% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
732
shares
|
$328,858
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
728
shares
|
$327,061
0.14% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
726
shares
|
$326,162
0.08% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
May 08, 2025 Q1 2025 |
725
shares
|
$325,713
0.2% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
721
shares
|
$323,916
0.16% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
720
shares
|
$323,467
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
718
shares
|
$322,568
0.48% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
716
shares
|
$321,670
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
715
shares
|
$321,220
0.23% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
714
shares
|
$320,771
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
713
shares
|
$320,322
0.14% of portfolio
|
Q1 2025
Reduced 43.32%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
711
shares
|
$319,423
0.06% of portfolio
|
Q1 2025
Reduced 73.55%
|
|
|
Spectrum Financial Alliance LTD LLC
|
May 07, 2025 Q1 2025 |
710
shares
|
$318,974
0.09% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
New England Professional Planning Group Inc.
|
Apr 30, 2025 Q1 2025 |
709
shares
|
$318,525
0.13% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
709
shares
|
$318,525
0.18% of portfolio
|
Q1 2025
Reduced 78.99%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
707
shares
|
$317,626
0.24% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
706
shares
|
$317,177
0.14% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
706
shares
|
$317,177
0.08% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
705
shares
|
$316,728
0.09% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Gagnon Securities LLC
|
May 09, 2025 Q1 2025 |
704
shares
|
$316,279
0.06% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
703
shares
|
$315,829
0.12% of portfolio
|
Q1 2025
Added 2.33%
|