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 |
|---|---|---|---|---|---|
|
Williamson Legacy Group, LLC
Carmel, IN |
May 08, 2025 Q1 2025 |
1,015
shares
|
$511,062
0.36% of portfolio
|
Q1 2025
Reduced 73.98%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
1,014
shares
|
$510,559
0.18% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
1,007
shares
|
$507,034
0.21% of portfolio
|
Q2 2020
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
1,007
shares
|
$507,034
0.29% of portfolio
|
Q1 2025
Added 14.04%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
1,007
shares
|
$507,034
0.38% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Safir Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,006
shares
|
$506,531
0.3% of portfolio
|
Q1 2025
Added 47.94%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
1,005
shares
|
$506,027
0.26% of portfolio
|
Q1 2024
Added 183.9%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,005
shares
|
$506,027
0.13% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,004
shares
|
$505,524
0.36% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$503,510
0.21% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$503,510
0.21% of portfolio
|
Q1 2025
Reduced 95.87%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$503,510
0.78% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
997
shares
|
$501,999
0.12% of portfolio
|
Q1 2025
Reduced 60.45%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
994
shares
|
$500,488
0.4% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
988
shares
|
$497,467
0.23% of portfolio
|
Q1 2025
Reduced 91.88%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
986
shares
|
$496,460
0.06% of portfolio
|
Q2 2024
Added 7.29%
|
|
|
Algebris (Uk) LTD
London, X0 |
May 08, 2025 Q1 2025 |
983
shares
|
$494,950
0.07% of portfolio
|
Q1 2025
Reduced 65.69%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
980
shares
|
$493,439
0.52% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
978
shares
|
$492,432
0.53% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
978
shares
|
$492,432
0.19% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
977
shares
|
$491,929
0.44% of portfolio
|
Q1 2025
Reduced 77.73%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
975
shares
|
$490,922
0.24% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
974
shares
|
$490,418
0.26% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
971
shares
|
$488,908
0.23% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
966
shares
|
$486,390
0.14% of portfolio
|
Q1 2025
Added 53.58%
|