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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,079
shares
|
$543,287
0.17% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
1,078
shares
|
$542,783
0.22% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$538,755
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
1,067
shares
|
$537,245
0.08% of portfolio
|
Q1 2025
Reduced 53.99%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
1,067
shares
|
$537,245
0.32% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,060
shares
|
$533,720
0.77% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,057
shares
|
$532,210
0.13% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
1,052
shares
|
$529,692
0.25% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
1,050
shares
|
$528,685
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Avenir Tech LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
1,050
shares
|
$528,685
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,041
shares
|
$524,153
0.19% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Goff John C
Fort Worth, TX |
Nov 03, 2023 Q3 2023 |
1,040
shares
|
$523,650
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
1,038
shares
|
$522,643
0.31% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
1,037
shares
|
$522,139
0.36% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,035
shares
|
$521,132
35.15% of portfolio
|
Q4 2023
Reduced 96.76%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,033
shares
|
$520,125
0.27% of portfolio
|
Q2 2022
Reduced 15.74%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,033
shares
|
$520,125
0.14% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
1,031
shares
|
$519,118
0.04% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
1,031
shares
|
$519,118
0.17% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
1,028
shares
|
$517,608
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
1,028
shares
|
$517,608
0.42% of portfolio
|
Q1 2025
Added 10.9%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
1,027
shares
|
$517,104
0.43% of portfolio
|
Q1 2025
Added 30.33%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
1,022
shares
|
$514,587
0.51% of portfolio
|
Q1 2025
Reduced 38.51%
|
|
|
Vista Finance, LLC
|
Apr 16, 2025 Q1 2025 |
1,017
shares
|
$512,069
0.41% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
1,016
shares
|
$511,566
0.22% of portfolio
|
Q1 2025
Added 23.3%
|