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 |
|---|---|---|---|---|---|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
944
shares
|
$424,101
0.14% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Causeway Capital Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
940
shares
|
$422,304
0.01% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
940
shares
|
$422,304
0.28% of portfolio
|
Q1 2025
Reduced 20.07%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
935
shares
|
$420,058
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
932
shares
|
$418,710
0.06% of portfolio
|
Q4 2024
Added 689.83%
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
931
shares
|
$418,261
0.43% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Sicart Associates LLC
|
Apr 24, 2025 Q1 2025 |
926
shares
|
$416,014
0.12% of portfolio
|
Q4 2023
Added 2.89%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
925
shares
|
$415,565
0.29% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
921
shares
|
$413,768
0.24% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
920
shares
|
$413,319
0.3% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
915
shares
|
$411,072
0.45% of portfolio
|
Q3 2023
Reduced 6.63%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
914
shares
|
$410,623
0.11% of portfolio
|
Q1 2025
Added 63.51%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
905
shares
|
$406,580
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
900
shares
|
$404,334
0.28% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Del Sette Capital Management, LLC
|
May 05, 2025 Q1 2025 |
896
shares
|
$402,536
0.28% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
896
shares
|
$402,536
0.15% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
896
shares
|
$402,536
0.55% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
896
shares
|
$402,536
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mane Global Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
890
shares
|
$399,841
0.02% of portfolio
|
Q4 2024
Reduced 99.36%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
886
shares
|
$398,044
0.34% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
880
shares
|
$395,348
0.19% of portfolio
|
Q1 2025
Reduced 70.41%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
877
shares
|
$394,001
0.17% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Apr 14, 2025 Q1 2025 |
876
shares
|
$393,551
0.22% of portfolio
|
Q1 2025
Reduced 34.09%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
873
shares
|
$392,203
0.24% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Cardinal Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
870
shares
|
$390,856
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|