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 |
|---|---|---|---|---|---|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
865
shares
|
$388,609
0.18% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
864
shares
|
$388,160
0.35% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Apr 21, 2025 Q1 2025 |
856
shares
|
$384,566
0.24% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Clark Estates Inc
New York, NY |
May 08, 2025 Q1 2025 |
853
shares
|
$383,218
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
851
shares
|
$382,320
0.09% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
847
shares
|
$380,523
0.29% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
845
shares
|
$379,624
0.14% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
843
shares
|
$378,726
0.23% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
838
shares
|
$376,479
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
838
shares
|
$376,479
0.17% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
836
shares
|
$375,581
0.31% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
836
shares
|
$375,581
0.27% of portfolio
|
Q1 2025
Reduced 15.73%
|
|
|
Five Pine Wealth Management
Coeur D Alene, ID |
Apr 21, 2025 Q1 2025 |
831
shares
|
$373,335
0.25% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
825
shares
|
$370,639
0.25% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Feb 11, 2025 Q4 2024 |
821
shares
|
$368,842
0.24% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
819
shares
|
$367,943
0.18% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
816
shares
|
$366,596
0.01% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Barry Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
816
shares
|
$366,596
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
815
shares
|
$366,146
0.22% of portfolio
|
Q3 2022
New holding
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
815
shares
|
$366,146
0.14% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
809
shares
|
$363,451
0.09% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
805
shares
|
$361,654
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
802
shares
|
$360,306
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
801
shares
|
$359,857
0.09% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
Feb 06, 2025 Q4 2024 |
800
shares
|
$359,408
0.18% of portfolio
|
Q2 2024
Reduced 22.18%
|