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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
1,290
shares
|
$649,527
0.39% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
1,286
shares
|
$647,513
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,281
shares
|
$644,996
0.08% of portfolio
|
Q1 2025
Added 69.89%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
1,281
shares
|
$644,996
0.21% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Tuttle Capital Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,280
shares
|
$644,492
3.68% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
1,275
shares
|
$641,975
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
1,275
shares
|
$641,975
0.18% of portfolio
|
Q4 2024
Reduced 80.27%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
1,275
shares
|
$641,975
0.01% of portfolio
|
Q4 2024
Added 142.86%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,275
shares
|
$641,975
0.3% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
1,274
shares
|
$641,471
0.31% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
1,269
shares
|
$638,954
0.23% of portfolio
|
Q1 2025
Added 150.3%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
1,263
shares
|
$635,933
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
1,259
shares
|
$633,919
0.35% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
1,258
shares
|
$633,415
0.26% of portfolio
|
Q1 2025
Added 60.25%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
1,256
shares
|
$632,408
0.26% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
1,256
shares
|
$632,408
0.22% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
1,255
shares
|
$631,905
0.1% of portfolio
|
Q1 2025
Added 19.64%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$627,876
5.55% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
1,243
shares
|
$625,862
0.33% of portfolio
|
Q1 2025
Added 104.78%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
1,238
shares
|
$623,345
0.4% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,237
shares
|
$622,841
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
1,236
shares
|
$622,338
0.24% of portfolio
|
Q1 2025
Reduced 18.47%
|
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
1,233
shares
|
$620,827
0.39% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
1,232
shares
|
$620,324
0.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
1,226
shares
|
$617,303
0.2% of portfolio
|
Q1 2025
Reduced 0.81%
|