Institutional Ownership Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT). We have compiled data on the 6,408 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 $2.05 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$264,603
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
660
shares
|
$262,614
0.14% of portfolio
|
Q4 2024
Reduced 80.5%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$262,614
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
660
shares
|
$262,614
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Feb 10, 2025 Q4 2024 |
658
shares
|
$261,818
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
657
shares
|
$261,420
0.04% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
653
shares
|
$259,828
0.15% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Feb 04, 2025 Q4 2024 |
653
shares
|
$259,828
0.15% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Jan 28, 2025 Q4 2024 |
652
shares
|
$259,430
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$258,634
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
649
shares
|
$258,237
0.01% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
648
shares
|
$257,839
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Swisspartners Advisors LTD
Zurich, V8 |
Jan 29, 2025 Q4 2024 |
640
shares
|
$254,656
0.28% of portfolio
|
Q2 2023
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
639
shares
|
$254,258
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
638
shares
|
$253,860
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Outfitter Financial LLC
|
Feb 03, 2025 Q4 2024 |
635
shares
|
$252,666
0.22% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Feb 07, 2025 Q4 2024 |
631
shares
|
$251,074
0.19% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
630
shares
|
$250,677
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$250,279
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
629
shares
|
$250,279
0.1% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$249,881
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
626
shares
|
$249,085
0.22% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
621
shares
|
$247,095
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$245,504
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$244,310
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|