Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,458 institutions that hold shares in the stock, with a total of 5.15 Billion shares, which have been reported (via 13F filing form) to have a value of $2 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
2,982
shares
|
$1.16 Million
0.44% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
2,974
shares
|
$1.15 Million
0.74% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
2,974
shares
|
$1.15 Million
0.61% of portfolio
|
Q4 2024
Added 237.95%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
2,969
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Reduced 86.85%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
2,960
shares
|
$1.15 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
2,959
shares
|
$1.15 Million
0.44% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Ggm Financials LLC
Columbus, OH |
Apr 11, 2025 Q1 2025 |
2,959
shares
|
$1.15 Million
0.76% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
2,958
shares
|
$1.15 Million
1.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,956
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
2,952
shares
|
$1.14 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,950
shares
|
$1.14 Million
0.49% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$1.14 Million
0.94% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,943
shares
|
$1.14 Million
1.65% of portfolio
|
Q3 2023
Added 0.17%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
2,942
shares
|
$1.14 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
2,940
shares
|
$1.14 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
2,939
shares
|
$1.14 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
2,937
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,931
shares
|
$1.14 Million
0.73% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
2,927
shares
|
$1.14 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
2,924
shares
|
$1.13 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
2,924
shares
|
$1.13 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
2,922
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,917
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
2,915
shares
|
$1.13 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
2,911
shares
|
$1.13 Million
0.86% of portfolio
|
Q4 2024
Added 38.03%
|