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 |
|---|---|---|---|---|---|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
4,664
shares
|
$2.35 Million
0.35% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
4,660
shares
|
$2.34 Million
1.24% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
4,658
shares
|
$2.34 Million
0.9% of portfolio
|
Q1 2025
Reduced 34.35%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
May 06, 2025 Q1 2025 |
4,632
shares
|
$2.33 Million
2.22% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
4,631
shares
|
$2.33 Million
1.37% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
4,625
shares
|
$2.33 Million
1.33% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
May 13, 2025 Q1 2025 |
4,620
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
4,617
shares
|
$2.32 Million
0.7% of portfolio
|
Q1 2025
Added 48.12%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
4,613
shares
|
$2.32 Million
2.0% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
4,610
shares
|
$2.32 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
4,608
shares
|
$2.32 Million
2.08% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
4,606
shares
|
$2.32 Million
0.52% of portfolio
|
Q1 2025
Added 12.86%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
May 01, 2025 Q1 2025 |
4,605
shares
|
$2.32 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,596
shares
|
$2.31 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Account Management LLC
|
Apr 29, 2025 Q1 2025 |
4,595
shares
|
$2.31 Million
1.9% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,594
shares
|
$2.31 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
4,592
shares
|
$2.31 Million
0.45% of portfolio
|
Q1 2025
Reduced 79.43%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,577
shares
|
$2.3 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
4,575
shares
|
$2.3 Million
0.88% of portfolio
|
Q2 2023
Added 5.29%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
4,572
shares
|
$2.3 Million
0.57% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
4,568
shares
|
$2.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,563
shares
|
$2.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
4,559
shares
|
$2.29 Million
0.5% of portfolio
|
Q3 2023
Reduced 0.18%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
4,553
shares
|
$2.29 Million
1.33% of portfolio
|
Q1 2025
Reduced 37.3%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,553
shares
|
$2.29 Million
1.1% of portfolio
|
Q1 2025
Added 3.31%
|