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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
1,401
shares
|
$705,417
0.23% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Martin Capital Advisors, LLP
|
May 01, 2025 Q1 2025 |
1,400
shares
|
$704,914
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
1,398
shares
|
$703,906
0.25% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
1,391
shares
|
$700,382
0.03% of portfolio
|
Q1 2025
Added 57.0%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,391
shares
|
$700,382
0.6% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
1,387
shares
|
$698,368
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,383
shares
|
$696,354
0.56% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
1,382
shares
|
$695,850
0.2% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Avalon Advisory Group
Wexford, PA |
May 14, 2025 Q1 2025 |
1,381
shares
|
$695,347
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
1,371
shares
|
$690,312
0.2% of portfolio
|
Q4 2024
Added 37.51%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,369
shares
|
$689,305
0.17% of portfolio
|
Q4 2022
Added 2.32%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
1,369
shares
|
$689,305
0.56% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$688,298
0.23% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
1,367
shares
|
$688,298
0.39% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
May 13, 2025 Q1 2025 |
1,365
shares
|
$687,291
1.05% of portfolio
|
Q1 2025
Reduced 39.97%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
1,363
shares
|
$686,284
0.22% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
1,363
shares
|
$686,284
0.43% of portfolio
|
Q1 2025
Reduced 50.72%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Apr 09, 2025 Q1 2025 |
1,362
shares
|
$685,780
0.18% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
1,359
shares
|
$684,270
0.01% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
1,349
shares
|
$679,234
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
1,347
shares
|
$678,227
0.46% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
1,346
shares
|
$677,724
0.35% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
1,346
shares
|
$677,724
0.47% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
1,345
shares
|
$677,220
0.22% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,340
shares
|
$674,703
0.3% of portfolio
|
Q4 2024
Reduced 1.18%
|