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 |
|---|---|---|---|---|---|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
1,149
shares
|
$578,532
0.21% of portfolio
|
Q1 2025
Added 44.53%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
1,145
shares
|
$576,518
0.36% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
May 14, 2025 Q1 2025 |
1,142
shares
|
$575,008
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,137
shares
|
$572,490
0.34% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
1,134
shares
|
$570,980
0.42% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
1,132
shares
|
$569,973
0.75% of portfolio
|
Q1 2025
Reduced 89.76%
|
|
|
Jordan Park Trust CO LLC
Portsmouth, NH |
May 12, 2025 Q1 2025 |
1,132
shares
|
$569,973
0.4% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
1,128
shares
|
$567,959
0.07% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,118
shares
|
$562,924
0.34% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Leo H. Evart, Inc.
|
Nov 14, 2023 Q3 2023 |
1,117
shares
|
$562,420
0.54% of portfolio
|
Q3 2023
Reduced 31.97%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
1,115
shares
|
$561,413
0.25% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
1,111
shares
|
$559,399
0.43% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
1,108
shares
|
$557,889
0.07% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
1,105
shares
|
$556,378
0.34% of portfolio
|
Q1 2025
Reduced 27.45%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$553,861
0.21% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
1,099
shares
|
$553,357
0.45% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
1,098
shares
|
$552,853
0.41% of portfolio
|
Q1 2025
Reduced 40.13%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
1,095
shares
|
$551,343
0.18% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Roth Financial Partners LLC
|
Jul 09, 2025 Q2 2025 |
1,094
shares
|
$550,839
0.2% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,092
shares
|
$549,832
0.13% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
May 06, 2025 Q1 2025 |
1,090
shares
|
$548,825
0.22% of portfolio
|
Q3 2023
Added 37.97%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
1,088
shares
|
$547,818
0.33% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$546,811
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,085
shares
|
$546,308
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,082
shares
|
$544,797
0.23% of portfolio
|
Q4 2024
Added 6.39%
|