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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,782
shares
|
$1.9 Million
0.68% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Bip Alliance, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
3,775
shares
|
$1.9 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,774
shares
|
$1.9 Million
1.16% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,773
shares
|
$1.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
3,771
shares
|
$1.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,771
shares
|
$1.9 Million
1.86% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,768
shares
|
$1.9 Million
0.38% of portfolio
|
Q4 2022
Added 279.84%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
3,766
shares
|
$1.9 Million
0.32% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
3,759
shares
|
$1.89 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
3,750
shares
|
$1.89 Million
1.18% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Zeit Capital LLC
|
May 01, 2025 Q1 2025 |
3,748
shares
|
$1.89 Million
1.08% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
3,741
shares
|
$1.88 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
3,736
shares
|
$1.88 Million
0.87% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
3,732
shares
|
$1.88 Million
0.3% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
3,731
shares
|
$1.88 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
3,723
shares
|
$1.87 Million
1.38% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,720
shares
|
$1.87 Million
1.45% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
3,709
shares
|
$1.87 Million
5.34% of portfolio
|
Q2 2023
Reduced 1.33%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
3,702
shares
|
$1.86 Million
0.68% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,701
shares
|
$1.86 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
3,697
shares
|
$1.86 Million
1.26% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Geometric Wealth Advisors
|
May 09, 2025 Q1 2025 |
3,694
shares
|
$1.86 Million
0.25% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
3,694
shares
|
$1.86 Million
0.98% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
3,690
shares
|
$1.86 Million
0.73% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
3,688
shares
|
$1.86 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.7%
|