Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,513 institutions that hold shares in the stock, with a total of 5.21 Billion shares, which have been reported (via 13F filing form) to have a value of $2.62 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
5,973
shares
|
$3 Million
0.71% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
5,970
shares
|
$3 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
5,964
shares
|
$3 Million
0.44% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
5,964
shares
|
$3 Million
1.71% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
5,944
shares
|
$2.99 Million
0.66% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
5,941
shares
|
$2.99 Million
2.16% of portfolio
|
Q1 2025
Added 6.13%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
5,939
shares
|
$2.99 Million
1.25% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
5,937
shares
|
$2.99 Million
2.3% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,934
shares
|
$2.98 Million
0.82% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
5,933
shares
|
$2.98 Million
1.32% of portfolio
|
Q2 2025
Added 278.62%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,927
shares
|
$2.98 Million
0.42% of portfolio
|
Q1 2025
Reduced 13.39%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
5,922
shares
|
$2.98 Million
1.5% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
5,917
shares
|
$2.98 Million
0.93% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
5,916
shares
|
$2.98 Million
0.87% of portfolio
|
Q1 2025
Reduced 60.78%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
5,911
shares
|
$2.97 Million
1.83% of portfolio
|
Q1 2025
Added 14.6%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,873
shares
|
$2.95 Million
0.92% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
5,872
shares
|
$2.95 Million
0.49% of portfolio
|
Q1 2025
Added 45.71%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Apr 30, 2025 Q1 2025 |
5,868
shares
|
$2.95 Million
2.22% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
5,862
shares
|
$2.95 Million
1.77% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
5,856
shares
|
$2.95 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
5,855
shares
|
$2.95 Million
0.7% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
5,855
shares
|
$2.95 Million
0.96% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
5,854
shares
|
$2.94 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Apr 18, 2025 Q1 2025 |
5,854
shares
|
$2.94 Million
1.54% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Tealwood Asset Management Inc
|
Apr 11, 2025 Q1 2025 |
5,849
shares
|
$2.94 Million
1.02% of portfolio
|
Q1 2025
Reduced 33.15%
|