Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,477 institutions that hold shares in the stock, with a total of 5.22 Billion shares, which have been reported (via 13F filing form) to have a value of $2.34 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$494,186
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
1,100
shares
|
$494,186
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Apr 30, 2025 Q1 2025 |
1,100
shares
|
$494,186
0.21% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
1,099
shares
|
$493,736
0.45% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Keating Investment Counselors Inc
|
May 12, 2025 Q1 2025 |
1,095
shares
|
$491,939
0.18% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Roth Financial Partners LLC
|
Apr 18, 2025 Q1 2025 |
1,094
shares
|
$491,490
0.16% of portfolio
|
Q4 2023
Added 118.8%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
1,092
shares
|
$490,591
0.13% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
May 06, 2025 Q1 2025 |
1,090
shares
|
$489,693
0.22% of portfolio
|
Q3 2023
Added 37.97%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
1,088
shares
|
$488,794
0.33% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Fithian, LLC
New York, NY |
May 03, 2023 Q1 2023 |
1,086
shares
|
$487,896
0.65% of portfolio
|
Q1 2023
Added 0.09%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,085
shares
|
$487,447
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
1,085
shares
|
$487,447
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,082
shares
|
$486,099
0.23% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
1,081
shares
|
$485,650
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
1,079
shares
|
$484,751
0.17% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
1,078
shares
|
$484,302
0.22% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,071
shares
|
$481,157
0.08% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
1,070
shares
|
$480,708
0.48% of portfolio
|
Q4 2021
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
1,067
shares
|
$479,360
0.32% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,064
shares
|
$478,012
0.18% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
1,060
shares
|
$476,215
0.77% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,057
shares
|
$474,867
0.13% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
1,050
shares
|
$471,723
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,048
shares
|
$470,824
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,041
shares
|
$467,679
0.19% of portfolio
|
Q1 2025
Reduced 8.6%
|