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 |
|---|---|---|---|---|---|
|
Bennett Associates Wealth Management
Butler, PA |
Apr 09, 2025 Q1 2025 |
2,052
shares
|
$1.03 Million
0.63% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
2,049
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,049
shares
|
$1.03 Million
0.15% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
2,048
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
2,044
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Hoya Capital Real Estate, LLC
|
May 02, 2025 Q1 2025 |
2,044
shares
|
$1.03 Million
15.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hunter Perkins Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,035
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
2,035
shares
|
$1.02 Million
0.69% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
2,034
shares
|
$1.02 Million
0.47% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
2,031
shares
|
$1.02 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
2,028
shares
|
$1.02 Million
0.34% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
2,026
shares
|
$1.02 Million
0.71% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,023
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
2,018
shares
|
$1.02 Million
0.46% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2,017
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,012
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
2,011
shares
|
$1.01 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
1,999
shares
|
$1.01 Million
0.51% of portfolio
|
Q1 2025
Added 34.7%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,994
shares
|
$1 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,993
shares
|
$1 Million
0.56% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
May 13, 2025 Q1 2025 |
1,987
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,987
shares
|
$1 Million
0.53% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
1,985
shares
|
$999,467
0.32% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
1,985
shares
|
$999,467
0.63% of portfolio
|
Q2 2025
Reduced 26.43%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
1,985
shares
|
$999,467
0.55% of portfolio
|
Q1 2025
Reduced 3.83%
|