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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
1,984
shares
|
$998,963
0.53% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
1,982
shares
|
$997,956
0.18% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
1,982
shares
|
$997,956
0.37% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,973
shares
|
$993,425
0.54% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
1,968
shares
|
$990,907
0.45% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
1,955
shares
|
$984,362
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
1,954
shares
|
$983,858
0.47% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,951
shares
|
$982,348
0.47% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
1,950
shares
|
$981,844
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
1,950
shares
|
$981,844
0.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,949
shares
|
$981,340
0.29% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,949
shares
|
$981,340
0.38% of portfolio
|
Q1 2025
Added 108.45%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
1,949
shares
|
$981,340
0.59% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
1,948
shares
|
$980,837
0.5% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
1,944
shares
|
$978,823
0.27% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,941
shares
|
$977,312
0.1% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,941
shares
|
$977,312
0.12% of portfolio
|
Q1 2025
Reduced 17.19%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
1,937
shares
|
$975,298
0.18% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
1,936
shares
|
$974,795
0.72% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
1,926
shares
|
$969,760
0.31% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,922
shares
|
$967,746
0.73% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,917
shares
|
$965,228
0.18% of portfolio
|
Q1 2025
Added 15.34%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,914
shares
|
$963,718
0.22% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Apr 29, 2025 Q1 2025 |
1,914
shares
|
$963,718
0.41% of portfolio
|
Q1 2025
Reduced 20.97%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
1,908
shares
|
$960,697
0.4% of portfolio
|
Q1 2025
Reduced 5.73%
|