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 |
|---|---|---|---|---|---|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
815
shares
|
$410,360
0.14% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
807
shares
|
$406,332
0.06% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
806
shares
|
$405,829
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
802
shares
|
$403,815
0.15% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
802
shares
|
$403,815
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
801
shares
|
$403,311
0.09% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
800
shares
|
$402,808
0.18% of portfolio
|
Q2 2024
Reduced 22.18%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
799
shares
|
$402,304
0.02% of portfolio
|
Q1 2025
Added 16.98%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
799
shares
|
$402,304
0.16% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
798
shares
|
$401,800
0.09% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
797
shares
|
$401,297
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
May 02, 2025 Q1 2025 |
797
shares
|
$401,297
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
795
shares
|
$400,290
0.76% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
791
shares
|
$398,276
0.11% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
791
shares
|
$398,276
0.31% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Bck Partners, Inc.
|
Apr 25, 2025 Q1 2025 |
787
shares
|
$396,262
0.18% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
784
shares
|
$394,751
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
782
shares
|
$393,744
0.19% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
775
shares
|
$390,220
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
773
shares
|
$389,213
0.18% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
772
shares
|
$388,709
0.13% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
767
shares
|
$386,192
0.19% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
767
shares
|
$386,192
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
765
shares
|
$385,185
0.27% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Apr 21, 2025 Q1 2025 |
761
shares
|
$383,171
0.3% of portfolio
|
Q2 2024
New holding
|