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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
4,476
shares
|
$2.25 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
4,472
shares
|
$2.25 Million
0.81% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
4,471
shares
|
$2.25 Million
0.83% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
4,466
shares
|
$2.25 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
4,463
shares
|
$2.25 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
4,461
shares
|
$2.25 Million
0.26% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
4,456
shares
|
$2.24 Million
0.48% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
4,452
shares
|
$2.24 Million
1.48% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
4,451
shares
|
$2.24 Million
0.47% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
4,450
shares
|
$2.24 Million
1.54% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,445
shares
|
$2.24 Million
1.42% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
4,435
shares
|
$2.23 Million
1.35% of portfolio
|
Q3 2024
Added 28.36%
|
|
|
Marotta Asset Management
|
Jul 02, 2025 Q2 2025 |
4,432
shares
|
$2.23 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
4,429
shares
|
$2.23 Million
1.29% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
4,429
shares
|
$2.23 Million
0.63% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
4,418
shares
|
$2.22 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
4,418
shares
|
$2.22 Million
1.91% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
4,416
shares
|
$2.22 Million
2.18% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
4,414
shares
|
$2.22 Million
0.49% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
4,411
shares
|
$2.22 Million
1.0% of portfolio
|
Q1 2025
Added 51.32%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
4,401
shares
|
$2.22 Million
1.29% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
4,400
shares
|
$2.22 Million
1.34% of portfolio
|
Q4 2023
New holding
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
4,393
shares
|
$2.21 Million
0.93% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
4,391
shares
|
$2.21 Million
0.34% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
4,387
shares
|
$2.21 Million
0.57% of portfolio
|
Q2 2025
Added 6.12%
|