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 |
|---|---|---|---|---|---|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
1,789
shares
|
$900,779
0.2% of portfolio
|
Q3 2023
Added 107.06%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
1,788
shares
|
$900,275
0.72% of portfolio
|
Q1 2025
Reduced 84.28%
|
|
|
Fidelis I M, LLC
Medford, OR |
Apr 30, 2025 Q1 2025 |
1,786
shares
|
$899,268
0.31% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,785
shares
|
$898,765
0.69% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
1,785
shares
|
$898,765
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
1,784
shares
|
$898,261
0.37% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,783
shares
|
$897,758
0.36% of portfolio
|
Q1 2025
Added 23.14%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
1,782
shares
|
$897,254
0.54% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
1,781
shares
|
$896,751
0.77% of portfolio
|
Q1 2025
Reduced 24.79%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,779
shares
|
$895,744
0.28% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,777
shares
|
$894,737
0.09% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
1,776
shares
|
$894,233
0.72% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
1,769
shares
|
$890,709
0.33% of portfolio
|
Q1 2025
Reduced 63.63%
|
|
|
Enzi Wealth
Austin, TX |
Apr 25, 2025 Q1 2025 |
1,768
shares
|
$890,205
0.27% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
1,759
shares
|
$885,674
0.32% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,757
shares
|
$884,667
0.26% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
1,757
shares
|
$884,667
0.34% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,746
shares
|
$879,128
0.5% of portfolio
|
Q1 2025
Added 92.93%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
1,744
shares
|
$878,121
0.45% of portfolio
|
Q1 2025
Added 94.64%
|
|
|
Penney Financial, LLC
Houston, TX |
May 02, 2025 Q1 2025 |
1,736
shares
|
$874,093
0.43% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
1,735
shares
|
$873,589
0.69% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
1,728
shares
|
$870,065
0.39% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
1,723
shares
|
$867,547
0.28% of portfolio
|
Q1 2025
Reduced 63.28%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
1,718
shares
|
$865,030
0.58% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Apr 22, 2025 Q1 2025 |
1,718
shares
|
$865,030
0.52% of portfolio
|
Q1 2025
Added 3.06%
|