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 |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
2,595
shares
|
$1.31 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Altus Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,591
shares
|
$1.3 Million
0.46% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,587
shares
|
$1.3 Million
0.65% of portfolio
|
Q1 2025
Reduced 65.48%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,586
shares
|
$1.3 Million
1.48% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
2,578
shares
|
$1.3 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
2,577
shares
|
$1.3 Million
0.14% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
2,577
shares
|
$1.3 Million
0.75% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,576
shares
|
$1.3 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
2,573
shares
|
$1.3 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Partners In Financial Planning
Salem, VA |
Apr 30, 2025 Q1 2025 |
2,569
shares
|
$1.29 Million
0.19% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
2,564
shares
|
$1.29 Million
0.61% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
2,556
shares
|
$1.29 Million
0.26% of portfolio
|
Q2 2024
Added 9.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
2,554
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2022
Reduced 18.32%
|
|
|
Soundwatch Capital LLC
New York, NY |
May 06, 2025 Q1 2025 |
2,547
shares
|
$1.28 Million
0.44% of portfolio
|
Q1 2025
Reduced 20.85%
|
|
|
Stevard, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,547
shares
|
$1.28 Million
4.01% of portfolio
|
Q3 2024
Reduced 42.02%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
2,546
shares
|
$1.28 Million
0.86% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
2,545
shares
|
$1.28 Million
0.39% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Carmel Capital Management L.L.C.
|
Apr 28, 2025 Q1 2025 |
2,539
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,538
shares
|
$1.28 Million
0.5% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,538
shares
|
$1.28 Million
0.85% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,532
shares
|
$1.27 Million
1.11% of portfolio
|
Q2 2022
Reduced 4.2%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
2,529
shares
|
$1.27 Million
5.32% of portfolio
|
Q1 2025
Reduced 27.74%
|
|
|
Inkwell Capital LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,528
shares
|
$1.27 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
2,527
shares
|
$1.27 Million
0.22% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
2,525
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Reduced 82.64%
|