Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,502 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $2.65 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,744
shares
|
$2.39 Million
0.98% of portfolio
|
Q4 2023
Added 0.17%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
4,744
shares
|
$2.39 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
4,741
shares
|
$2.39 Million
0.92% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
4,739
shares
|
$2.39 Million
1.71% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
4,738
shares
|
$2.39 Million
2.02% of portfolio
|
Q1 2025
Added 117.14%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
4,735
shares
|
$2.38 Million
1.07% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
4,732
shares
|
$2.38 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
4,729
shares
|
$2.38 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
4,720
shares
|
$2.38 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
4,719
shares
|
$2.38 Million
1.28% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
4,719
shares
|
$2.38 Million
2.45% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
4,718
shares
|
$2.38 Million
1.04% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
4,714
shares
|
$2.37 Million
1.1% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
4,710
shares
|
$2.37 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
4,709
shares
|
$2.37 Million
3.41% of portfolio
|
Q2 2024
Reduced 53.49%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,709
shares
|
$2.37 Million
0.74% of portfolio
|
Q1 2024
Added 6.49%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
4,701
shares
|
$2.37 Million
1.41% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
4,701
shares
|
$2.37 Million
0.63% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
4,689
shares
|
$2.36 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
4,681
shares
|
$2.36 Million
0.64% of portfolio
|
Q1 2025
Added 147.02%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
4,680
shares
|
$2.36 Million
4.22% of portfolio
|
Q2 2025
Reduced 89.83%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
4,671
shares
|
$2.35 Million
2.26% of portfolio
|
Q2 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
4,669
shares
|
$2.35 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
4,669
shares
|
$2.35 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
4,665
shares
|
$2.35 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.11%
|