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 |
|---|---|---|---|---|---|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
1,494
shares
|
$752,243
0.49% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
1,494
shares
|
$752,243
0.2% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
1,481
shares
|
$745,698
0.09% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
1,474
shares
|
$742,173
0.56% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,471
shares
|
$740,663
0.46% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,471
shares
|
$740,663
0.46% of portfolio
|
Q1 2025
Added 2092.52%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Apr 25, 2025 Q1 2025 |
1,469
shares
|
$739,656
0.19% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,467
shares
|
$738,649
0.12% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
1,461
shares
|
$735,628
0.18% of portfolio
|
Q2 2025
Reduced 19.86%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,461
shares
|
$735,628
0.33% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,457
shares
|
$733,614
0.28% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
1,455
shares
|
$732,607
0.32% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
1,452
shares
|
$731,096
0.28% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
1,448
shares
|
$729,082
0.26% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
1,442
shares
|
$726,061
0.48% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,441
shares
|
$725,557
0.19% of portfolio
|
Q2 2025
Added 170.36%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
1,437
shares
|
$723,543
0.36% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,430
shares
|
$720,019
0.21% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
1,428
shares
|
$719,012
0.19% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
1,427
shares
|
$718,508
0.46% of portfolio
|
Q1 2025
Reduced 34.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
1,424
shares
|
$716,998
0.29% of portfolio
|
Q1 2025
Added 37.72%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
1,424
shares
|
$716,998
0.39% of portfolio
|
Q1 2024
Reduced 23.81%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
May 08, 2025 Q1 2025 |
1,419
shares
|
$714,480
0.23% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,415
shares
|
$712,466
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
1,403
shares
|
$706,424
0.47% of portfolio
|
Q1 2025
Reduced 14.92%
|