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 |
|---|---|---|---|---|---|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
965
shares
|
$485,887
0.38% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Golden Reserve Retirement LLC
Dublin, OH |
May 07, 2025 Q1 2025 |
960
shares
|
$483,369
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
955
shares
|
$480,852
0.16% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
953
shares
|
$479,845
0.17% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Mc Grath & Associates, Inc.
Asheville, NC |
Apr 10, 2025 Q1 2025 |
953
shares
|
$479,845
0.65% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
952
shares
|
$479,341
0.21% of portfolio
|
Q4 2022
Reduced 27.77%
|
|
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
May 02, 2025 Q1 2025 |
947
shares
|
$476,823
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
946
shares
|
$476,320
0.2% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
944
shares
|
$475,313
0.2% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
943
shares
|
$474,809
0.03% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
940
shares
|
$473,299
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
940
shares
|
$473,299
0.28% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jul 10, 2025 Q2 2025 |
936
shares
|
$471,285
0.32% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
931
shares
|
$468,767
0.43% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
926
shares
|
$466,250
0.12% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
922
shares
|
$464,236
0.3% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
921
shares
|
$463,732
0.24% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$463,229
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$460,711
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
914
shares
|
$460,208
0.11% of portfolio
|
Q1 2025
Added 63.51%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
912
shares
|
$459,201
0.34% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
911
shares
|
$458,697
0.22% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
900
shares
|
$453,159
0.28% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
896
shares
|
$451,144
0.28% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
896
shares
|
$451,144
0.15% of portfolio
|
Q1 2025
Added 2.63%
|