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 |
|---|---|---|---|---|---|
|
Compton Capital Management Inc
|
Aug 09, 2023 Q2 2023 |
610
shares
|
$274,048
4.81% of portfolio
|
Q2 2023
Reduced 81.55%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
608
shares
|
$273,150
0.11% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Outfitter Financial LLC
|
May 05, 2025 Q1 2025 |
605
shares
|
$271,802
0.21% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Unconventional Investor, LLC
|
Feb 18, 2025 Q4 2024 |
604
shares
|
$271,353
0.16% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
604
shares
|
$271,353
0.06% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
602
shares
|
$270,454
0.09% of portfolio
|
Q1 2022
Added 2.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
601
shares
|
$270,005
0.17% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Rye Brook Capital LLC
|
Apr 16, 2025 Q1 2025 |
600
shares
|
$269,556
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
600
shares
|
$269,556
0.01% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Conquis Financial LLC
Milbrae, CA |
May 09, 2025 Q1 2025 |
600
shares
|
$269,556
0.23% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
597
shares
|
$268,208
0.04% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Rosenbaum Jay D.
Boston, MA |
Nov 07, 2024 Q3 2024 |
596
shares
|
$267,758
8.42% of portfolio
|
Q3 2024
Reduced 73.0%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
591
shares
|
$265,512
0.2% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
590
shares
|
$265,063
0.08% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
580
shares
|
$260,570
0.2% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Apr 10, 2025 Q1 2025 |
579
shares
|
$260,121
0.16% of portfolio
|
Q1 2025
Reduced 43.01%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
577
shares
|
$259,223
0.13% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
577
shares
|
$259,223
0.06% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Share Andrew L.
Manchester, NH |
Apr 17, 2025 Q1 2025 |
575
shares
|
$258,324
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
568
shares
|
$255,179
0.15% of portfolio
|
Q3 2024
Reduced 34.41%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
565
shares
|
$253,831
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Capital Cs Group, LLC
|
Apr 09, 2025 Q1 2025 |
564
shares
|
$253,382
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
563
shares
|
$252,933
0.15% of portfolio
|
Q2 2024
Reduced 14.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
562
shares
|
$252,484
0.09% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
559
shares
|
$251,136
0.15% of portfolio
|
Q1 2025
Reduced 9.98%
|