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 |
|---|---|---|---|---|---|
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
649
shares
|
$291,569
0.01% of portfolio
|
Q1 2024
Reduced 6.21%
|
|
|
Aurelius Family Office LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
644
shares
|
$289,323
0.12% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
641
shares
|
$287,975
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
639
shares
|
$287,077
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
May 08, 2025 Q1 2025 |
638
shares
|
$286,627
0.01% of portfolio
|
Q3 2023
Reduced 1.54%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Apr 25, 2025 Q1 2025 |
637
shares
|
$286,178
0.2% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
635
shares
|
$285,280
0.13% of portfolio
|
Q1 2025
Reduced 93.74%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Apr 09, 2025 Q1 2025 |
635
shares
|
$285,280
0.16% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Investments & Financial Planning, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
632
shares
|
$283,932
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
May 12, 2025 Q1 2025 |
631
shares
|
$283,483
0.19% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
629
shares
|
$282,584
0.25% of portfolio
|
Q3 2022
Reduced 5.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
629
shares
|
$282,584
0.1% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Silverhawk Asset Management, LLC
|
Jul 17, 2023 Q2 2023 |
628
shares
|
$282,135
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
626
shares
|
$281,236
0.22% of portfolio
|
Q4 2024
Added 34.91%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
626
shares
|
$281,236
0.68% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
624
shares
|
$280,338
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
621
shares
|
$278,990
0.15% of portfolio
|
Q1 2025
Reduced 97.23%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
621
shares
|
$278,990
0.14% of portfolio
|
Q1 2025
Reduced 40.86%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
617
shares
|
$277,193
0.32% of portfolio
|
Q3 2024
Added 18.2%
|
|
|
F&V Capital Management, LLC
|
Apr 16, 2025 Q1 2025 |
616
shares
|
$276,744
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
616
shares
|
$276,744
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
614
shares
|
$275,845
0.1% of portfolio
|
Q4 2022
Reduced 0.97%
|
|
|
Holcombe Financial, Inc.
Atlanta, GA |
Apr 28, 2025 Q1 2025 |
614
shares
|
$275,845
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
612
shares
|
$274,947
0.16% of portfolio
|
Q1 2024
Reduced 17.23%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Apr 24, 2025 Q1 2025 |
611
shares
|
$274,497
0.11% of portfolio
|
Q1 2025
Added 0.33%
|