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 |
|---|---|---|---|---|---|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
1,641
shares
|
$826,259
0.56% of portfolio
|
Q1 2025
Added 53.51%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,638
shares
|
$824,749
0.1% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,634
shares
|
$822,735
0.28% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
1,633
shares
|
$822,231
0.29% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,630
shares
|
$820,721
0.25% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
1,628
shares
|
$819,714
0.88% of portfolio
|
Q4 2023
Added 8.53%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
1,628
shares
|
$819,714
0.33% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
1,627
shares
|
$819,210
0.52% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
1,626
shares
|
$818,707
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
1,620
shares
|
$815,686
0.25% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
1,620
shares
|
$815,686
0.4% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,618
shares
|
$814,679
0.22% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,617
shares
|
$814,175
0.13% of portfolio
|
Q1 2025
Added 26.13%
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Feb 04, 2025 Q4 2024 |
1,612
shares
|
$811,658
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
1,606
shares
|
$808,637
0.82% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
1,605
shares
|
$808,133
0.17% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
1,604
shares
|
$807,630
0.28% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
1,600
shares
|
$805,616
0.38% of portfolio
|
Q2 2022
Added 14.29%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
May 15, 2025 Q1 2025 |
1,600
shares
|
$805,616
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
May 22, 2025 Q1 2025 |
1,599
shares
|
$805,112
0.39% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
Apr 23, 2025 Q1 2025 |
1,596
shares
|
$803,601
0.34% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
1,596
shares
|
$803,601
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,595
shares
|
$803,098
0.36% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
1,592
shares
|
$801,587
0.41% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
1,590
shares
|
$800,580
0.44% of portfolio
|
Q2 2022
Reduced 8.73%
|