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 |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,378
shares
|
$2.2 Million
1.01% of portfolio
|
Q2 2023
Reduced 20.2%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
4,374
shares
|
$2.2 Million
1.06% of portfolio
|
Q1 2025
Reduced 15.3%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
4,368
shares
|
$2.2 Million
1.02% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,360
shares
|
$2.19 Million
0.88% of portfolio
|
Q3 2024
Added 62.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
4,356
shares
|
$2.19 Million
0.15% of portfolio
|
Q1 2025
Reduced 80.52%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
4,350
shares
|
$2.19 Million
1.18% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4,349
shares
|
$2.19 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
4,332
shares
|
$2.18 Million
1.28% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
4,328
shares
|
$2.18 Million
0.67% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
4,327
shares
|
$2.18 Million
0.62% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
4,327
shares
|
$2.18 Million
1.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,326
shares
|
$2.18 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Prairiewood Capital, LLC
|
Apr 25, 2025 Q1 2025 |
4,324
shares
|
$2.18 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
4,320
shares
|
$2.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
4,319
shares
|
$2.17 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
4,316
shares
|
$2.17 Million
1.04% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
4,312
shares
|
$2.17 Million
1.35% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
4,309
shares
|
$2.17 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,300
shares
|
$2.16 Million
1.23% of portfolio
|
Q4 2022
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
4,300
shares
|
$2.16 Million
0.26% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
4,300
shares
|
$2.16 Million
0.77% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,299
shares
|
$2.16 Million
0.48% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
4,297
shares
|
$2.16 Million
0.58% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,292
shares
|
$2.16 Million
0.94% of portfolio
|
Q2 2023
Added 1.47%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
4,289
shares
|
$2.16 Million
0.27% of portfolio
|
Q1 2025
Added 6.16%
|