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 |
|---|---|---|---|---|---|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
759
shares
|
$382,164
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
757
shares
|
$381,157
0.35% of portfolio
|
Q1 2023
Reduced 47.97%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
756
shares
|
$380,653
0.19% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Hgk Asset Management Inc
|
Apr 28, 2025 Q1 2025 |
752
shares
|
$378,639
0.06% of portfolio
|
Q1 2025
Added 41.09%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
745
shares
|
$375,114
0.17% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 22, 2025 Q1 2025 |
741
shares
|
$373,100
0.14% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
740
shares
|
$372,597
0.29% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
740
shares
|
$372,597
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
David Wealth Management LLC
Fairfax, VA |
Apr 16, 2025 Q1 2025 |
739
shares
|
$372,093
0.23% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
736
shares
|
$370,583
0.23% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
734
shares
|
$369,576
0.06% of portfolio
|
Q3 2024
Added 31.31%
|
|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
732
shares
|
$368,569
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
730
shares
|
$367,562
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
730
shares
|
$367,562
0.14% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
728
shares
|
$366,555
0.14% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
727
shares
|
$366,051
0.07% of portfolio
|
Q1 2025
Reduced 77.47%
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
726
shares
|
$365,548
0.08% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
May 08, 2025 Q1 2025 |
725
shares
|
$365,044
0.2% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Dravo Bay LLC
Wilmington, DE |
May 02, 2025 Q1 2025 |
721
shares
|
$363,030
0.16% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Apr 30, 2025 Q1 2025 |
720
shares
|
$362,527
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
May 09, 2025 Q1 2025 |
718
shares
|
$361,520
0.48% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Apr 10, 2025 Q1 2025 |
716
shares
|
$360,513
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
714
shares
|
$359,506
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Applied Capital LLC
|
Apr 22, 2025 Q1 2025 |
713
shares
|
$359,002
0.14% of portfolio
|
Q1 2025
Reduced 43.32%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
712
shares
|
$358,499
0.29% of portfolio
|
Q1 2025
Reduced 32.06%
|