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 |
|---|---|---|---|---|---|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
3,541
shares
|
$1.78 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,538
shares
|
$1.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
3,537
shares
|
$1.78 Million
0.25% of portfolio
|
Q4 2024
Added 87.84%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
3,533
shares
|
$1.78 Million
0.33% of portfolio
|
Q1 2025
Added 61.18%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
3,531
shares
|
$1.78 Million
1.47% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
3,530
shares
|
$1.78 Million
0.74% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
3,527
shares
|
$1.78 Million
0.72% of portfolio
|
Q1 2025
Added 783.96%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
3,522
shares
|
$1.77 Million
0.71% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,521
shares
|
$1.77 Million
0.9% of portfolio
|
Q1 2025
Added 26.61%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,517
shares
|
$1.77 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
3,514
shares
|
$1.77 Million
1.01% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
3,506
shares
|
$1.77 Million
0.89% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
3,500
shares
|
$1.76 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Springs Capital (Hong Kong) LTD
Hong Kong, K3 |
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$1.76 Million
1.35% of portfolio
|
Q3 2022
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,489
shares
|
$1.76 Million
0.59% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,488
shares
|
$1.76 Million
1.11% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
3,487
shares
|
$1.76 Million
0.45% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,486
shares
|
$1.76 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,484
shares
|
$1.75 Million
0.45% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,477
shares
|
$1.75 Million
0.87% of portfolio
|
Q1 2025
Added 26.02%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
3,473
shares
|
$1.75 Million
0.51% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
3,468
shares
|
$1.75 Million
0.35% of portfolio
|
Q2 2022
Reduced 7.3%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3,448
shares
|
$1.74 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,440
shares
|
$1.73 Million
0.16% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
3,438
shares
|
$1.73 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.63%
|