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 |
|---|---|---|---|---|---|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
1,226
shares
|
$617,303
0.31% of portfolio
|
Q2 2023
Added 3.81%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
1,225
shares
|
$616,799
0.11% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
1,221
shares
|
$614,785
0.26% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Applied Research Investments, LLC
|
Nov 14, 2022 Q3 2022 |
1,220
shares
|
$614,282
5.73% of portfolio
|
Q3 2022
Reduced 72.22%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
1,218
shares
|
$613,275
0.29% of portfolio
|
Q4 2023
Added 0.5%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,216
shares
|
$612,268
0.87% of portfolio
|
Q2 2023
Reduced 0.65%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
1,211
shares
|
$609,750
0.39% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
1,208
shares
|
$608,240
0.41% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,207
shares
|
$607,736
2.84% of portfolio
|
Q1 2022
Reduced 9.72%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
1,204
shares
|
$606,226
0.11% of portfolio
|
Q1 2025
Reduced 92.1%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
1,204
shares
|
$606,226
0.24% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Ping Capital Management, Inc.
New York, NY |
May 05, 2025 Q1 2025 |
1,200
shares
|
$604,212
0.17% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
1,199
shares
|
$603,708
0.19% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
1,194
shares
|
$601,190
0.15% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,180
shares
|
$594,141
0.1% of portfolio
|
Q1 2025
Reduced 14.74%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,178
shares
|
$593,134
0.16% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
1,175
shares
|
$591,624
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$590,617
0.21% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
May 02, 2025 Q1 2025 |
1,172
shares
|
$590,113
0.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
1,163
shares
|
$585,582
0.33% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,160
shares
|
$584,071
0.1% of portfolio
|
Q1 2025
Reduced 53.51%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,157
shares
|
$582,561
0.06% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
1,157
shares
|
$582,561
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
1,152
shares
|
$580,043
0.49% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
1,152
shares
|
$580,043
0.47% of portfolio
|
Q2 2025
Reduced 11.04%
|