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 |
|---|---|---|---|---|---|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,865
shares
|
$939,046
0.61% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
1,856
shares
|
$934,514
0.2% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
1,855
shares
|
$934,011
0.28% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
1,848
shares
|
$930,486
0.33% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
1,846
shares
|
$929,479
0.2% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
1,846
shares
|
$929,479
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
1,845
shares
|
$928,975
0.76% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
1,844
shares
|
$928,472
0.12% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
May 19, 2025 Q1 2025 |
1,843
shares
|
$927,968
9.06% of portfolio
|
Q1 2025
Reduced 73.35%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
1,842
shares
|
$927,465
0.29% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
1,835
shares
|
$923,940
0.52% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,831
shares
|
$921,926
0.5% of portfolio
|
Q2 2022
Added 63.77%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
1,828
shares
|
$920,416
0.7% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
1,825
shares
|
$918,905
0.53% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,824
shares
|
$918,402
0.14% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Cinctive Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,820
shares
|
$916,388
0.06% of portfolio
|
Q1 2025
Reduced 93.59%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Apr 11, 2025 Q1 2025 |
1,819
shares
|
$915,884
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,819
shares
|
$915,884
0.29% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
1,813
shares
|
$912,863
0.92% of portfolio
|
Q1 2025
Reduced 77.29%
|
|
|
Galibier Capital Management Ltd.
|
Apr 30, 2025 Q1 2025 |
1,808
shares
|
$910,346
0.24% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
1,808
shares
|
$910,346
0.22% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
1,800
shares
|
$906,318
0.65% of portfolio
|
Q1 2025
Added 222.58%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
1,800
shares
|
$906,318
0.42% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
1,797
shares
|
$904,807
1.43% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
1,795
shares
|
$903,800
0.59% of portfolio
|
Q2 2025
Added 42.01%
|