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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
703
shares
|
$315,829
0.1% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
702
shares
|
$315,380
0.13% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
699
shares
|
$314,032
0.15% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Skylands Capital, LLC
|
Apr 25, 2025 Q1 2025 |
695
shares
|
$312,235
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
692
shares
|
$310,887
0.3% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
691
shares
|
$310,438
0.06% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Corbyn Investment Management Inc
|
May 09, 2025 Q1 2025 |
685
shares
|
$307,743
0.13% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
683
shares
|
$306,844
0.02% of portfolio
|
Q4 2024
Added 45.01%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
683
shares
|
$306,844
0.12% of portfolio
|
Q4 2024
Reduced 49.85%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
682
shares
|
$306,395
0.18% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
680
shares
|
$305,496
0.18% of portfolio
|
Q1 2025
Reduced 35.48%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Feb 12, 2025 Q4 2024 |
680
shares
|
$305,496
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
680
shares
|
$305,496
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
679
shares
|
$305,047
0.29% of portfolio
|
Q1 2025
Reduced 65.04%
|
|
|
Disciplined Growth Investors Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
679
shares
|
$305,047
0.01% of portfolio
|
Q4 2023
Reduced 30.86%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Apr 22, 2025 Q1 2025 |
676
shares
|
$303,699
0.58% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
670
shares
|
$301,004
0.05% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
665
shares
|
$298,757
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
661
shares
|
$296,960
0.24% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
660
shares
|
$296,511
0.07% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
657
shares
|
$295,163
0.04% of portfolio
|
Q4 2024
Reduced 95.97%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
May 08, 2025 Q1 2025 |
656
shares
|
$294,714
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Wealth Management
|
May 05, 2025 Q1 2025 |
654
shares
|
$293,816
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
650
shares
|
$292,019
1.61% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
650
shares
|
$292,019
0.26% of portfolio
|
Q1 2025
Reduced 53.9%
|